Institutional Ownership Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG). We have compiled data on the 507 institutions that hold shares in the stock, with a total of 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35
shares
|
$9,040
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
35
shares
|
$9,040
0.0% of portfolio
|
Q3 2025
Added 84.21%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
33
shares
|
$8,524
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
32
shares
|
$8,265
0.0% of portfolio
|
Q3 2025
Reduced 50.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
32
shares
|
$8,265
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$7,749
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
30
shares
|
$7,749
0.01% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
30
shares
|
$7,749
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
30
shares
|
$7,749
0.0% of portfolio
|
Q3 2025
Reduced 58.33%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
29
shares
|
$7,490
0.0% of portfolio
|
Q4 2025
Reduced 14.71%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
28
shares
|
$7,232
0.01% of portfolio
|
Q3 2025
Reduced 87.77%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
28
shares
|
$7,232
0.0% of portfolio
|
Q2 2022
Reduced 34.88%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
27
shares
|
$6,974
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
27
shares
|
$6,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
25
shares
|
$6,457
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
25
shares
|
$6,457
0.0% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
23
shares
|
$5,941
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
22
shares
|
$5,682
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
22
shares
|
$5,682
0.0% of portfolio
|
Q4 2025
Reduced 4.35%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
20
shares
|
$5,166
0.0% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
19
shares
|
$4,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
18
shares
|
$4,649
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
17
shares
|
$4,391
0.0% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
15
shares
|
$3,874
0.0% of portfolio
|
Q2 2025
Reduced 65.12%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
15
shares
|
$3,874
0.0% of portfolio
|
Q2 2024
Added 15.38%
|
|