AFG · Company research
American Financial Group, Inc. (AFG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69975 | 670361 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18381 | 2572 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27646 | 3868782 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1683109 | 106456644 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38267 | 2420365 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10837 | 1516530 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2867 | 401278 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 192 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2241 | 313606 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50977 | 488360 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DC Investments Management, LLC | 1565951 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10721 | 1500297 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26608 | 1682944 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51571 | 494586 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7269 | 69637 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Dynamic Advisor Solutions LLC | 1599747 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3316 | 209737 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1528631 | 213916622 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3026309 | 423501681 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25883 | 247959 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Mattson Financial Services, LLC | 2034595 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32735 | 337825 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Foster Group, Inc. | 1841544 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6128 | 387596 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| BRIDGES INVESTMENT MANAGEMENT INC | 1007295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76285 | 10675323 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Capital World Investors | 1422849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133800 | 8422160 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22016 | 210915 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33960 | 4752 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62249 | 596345 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Enterprise Financial Services Corp | 1025835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3281 | 207523 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 569 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Nvest Wealth Strategies, Inc. | 2106942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 317 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108320 | 15158301 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1501 | 210050 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1358961 | 13018846 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15169 | 2122750 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2698 | 377558 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139000 | 1332 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 3416 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Elo Mutual Pension Insurance Co | 1739877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22054 | 3086237 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 298 | 41702 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22927 | 3208404 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13020 | 124732 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| OneAscent Investment Solutions LLC | 1974438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18045 | 172871 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5088 | 48743 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15955 | 1009165 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3580166 | 501008430 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15100 | 2113094 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mayflower Financial Advisors, LLC | 1852930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18824 | 180334 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60907 | 3852372 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 441 | 27893 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13460 | 851345 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44034 | 4621802 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Trifecta Capital Advisors, LLC | 1962615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400 | 195916 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Qsemble Capital Management, LP | 1766159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1815 | 253991 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19402 | 2715116 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 3779 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21423 | 1355025 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1401085 | 13422394 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Curi Capital, LLC | 1332905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137425 | 19231285 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 771 | 15335 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116 | 7337 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5677 | 359084 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nordwand Advisors, LLC | 1962713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23475 | 3285092 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WCM INVESTMENT MANAGEMENT, LLC | 1061186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1099664 | 10512788 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207135 | 13101297 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18961 | 181646 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243 | 34006 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 1832 Asset Management L.P. | 944388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 367805 | 51470632 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Global Trust Asset Management, LLC | 1729672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1326 | 12703 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203635 | 28496682 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bruce G. Allen Investments, LLC | 2005409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5396 | 51694 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4127 | 577533 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Dynasty Wealth Management, LLC | 1727599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54480 | 521922 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3588 | 502146 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ABN AMRO INVESTMENT SOLUTIONS | 2080520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18085 | 2530815 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| 55 North Private Wealth, LLC | 2106457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48719 | 466724 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 316 | 3027 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Lavaca Capital LLC | 1641447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 27988 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Baron Wealth Management LLC | 1968507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11056 | 105921 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1180 | 123853 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Choate Investment Advisors | 1399794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10587 | 101423 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1810 | 253291 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290946 | 2787260 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.