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 |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
19,629
shares
|
$5.07 Million
0.02% of portfolio
|
Q4 2025
Added 146.19%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
19,613
shares
|
$5.07 Million
0.59% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,507
shares
|
$5.04 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 22, 2025 Q3 2025 |
19,476
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
19,217
shares
|
$4.96 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
18,407
shares
|
$4.75 Million
0.81% of portfolio
|
Q4 2025
Added 64.2%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
18,377
shares
|
$4.75 Million
1.26% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
18,318
shares
|
$4.73 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
18,115
shares
|
$4.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
18,014
shares
|
$4.65 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
16,558
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
16,454
shares
|
$4.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
16,309
shares
|
$4.21 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
15,728
shares
|
$4.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
15,717
shares
|
$4.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
15,647
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
15,111
shares
|
$3.9 Million
0.75% of portfolio
|
Q3 2025
Added 90.75%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
15,096
shares
|
$3.9 Million
1.33% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
14,739
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
14,663
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
14,590
shares
|
$3.77 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
14,334
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 87.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,042
shares
|
$3.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
14,015
shares
|
$3.62 Million
0.03% of portfolio
|
Q3 2025
Added 168.49%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
13,150
shares
|
$3.4 Million
2.14% of portfolio
|
Q4 2023
Added 62.35%
|
|