AMG · Company research
Affiliated Managers Group (AMG): 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 |
|---|---|---|---|---|---|---|---|---|---|
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1086 | 367502 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1118 | 378331 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11360 | 3844224 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14613 | 4945039 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1015 | 343476 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 745 | 252108 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1055 | 357012 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 873 | 295 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1340 | 453456 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1556921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54070 | 18297288 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 360 | 122 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1819 | 615550 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 598 | 202363 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5941 | 2010434 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10426 | 3528158 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 7445 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1386 | 469022 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 1354 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59682 | 20196389 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Havemeyer Place LP | 2026128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2505 | 847692 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1099 | 371902 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| INVESTMENT PARTNERS, LTD. | 1050068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1333 | 451108 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Cetera Trust Company, N.A | 2005547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1640 | 554976 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CKW FINANCIAL GROUP | 1600403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 1 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9100 | 3079 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 9475 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23607 | 7988609 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| L2 Asset Management, LLC | 1686988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4781 | 1617739 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1015 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48257 | 16330169 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 361473 | 122322463 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2041 | 690674 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Investment Partners Asset Management, Inc. | 1384416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 836 | 282902 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Oliver Luxxe Assets LLC | 1666239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10344 | 3500410 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4387 | 1484561 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6900 | 2334960 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1744349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 785 | 265644 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Trifecta Capital Advisors, LLC | 1962615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 1692 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 5753 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZACKS INVESTMENT MANAGEMENT | 1086483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32115 | 10868054 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41269 | 13965430 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NICOLA WEALTH MANAGEMENT LTD. | 1734493 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29000 | 9813600 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| IAT REINSURANCE CO LTD. | 1633625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80000 | 1819600 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9796 | 3314966 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 883323 | 298916503 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 11167 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2883 | 975506 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 806 | 272940 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Autumn Glory Partners, LLC | 1911621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 800 | 270720 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 4061 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69073 | 23374303 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59150 | 20016413 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 825 | 279180 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Treasurer of the State of North Carolina | 1761054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113578 | 38435 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19465 | 6586956 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23640 | 8095754 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1015 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 575489 | 194744898 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 270 | 91368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 221 | 74787 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37364 | 12643978 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9554 | 3233074 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vestcor Inc | 1536925 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3560 | 1205 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 2031 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 935 | 316404 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Polar Capital Holdings Plc | 1837309 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85359 | 28885486 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1460 | 494064 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1321 | 447026 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74721 | 25285586 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Clarkston Capital Partners, LLC | 1562855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 228683 | 77386327 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11735 | 3971124 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 2369 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Advisors Capital Management, LLC | 1345576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 724 | 245008 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PCM Encore, LLC | 2109846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 880 | 297792 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 512 | 173261 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| AMERICAN NATIONAL BANK & TRUST | 1272164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 277 | 93735 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 2369 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180 | 60909 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Henshaw Capital LLC | 2131483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10760 | 3641242 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42282 | 14308229 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.