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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
6,783
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
6,719
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,703
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 70.36%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
6,549
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2025
Added 188.25%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
6,500
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2024
Reduced 15.58%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
6,432
shares
|
$1.66 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
6,333
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,210
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 80.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,990
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,762
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
5,697
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,531
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Nov 24, 2025 Q3 2025 |
5,450
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2025
Reduced 28.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,425
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,327
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 66487.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,326
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
5,294
shares
|
$1.37 Million
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
5,253
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
5,121
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
5,032
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
4,980
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2025
Added 4.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,924
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,856
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
4,762
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 24.92%
|
|