Affiliated Managers GroupAMG
13F holders, Q1 2024 (March 31)403holders
12famous investors
$167.38avg. 13F price*
At the end of Q1 2024, 403 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings. The largest holders were Vanguard Group Inc. ($602.0M), BlackRock Inc. ($541.7M) and Morgan Stanley ($417.7M). 12 famous investors held it, including John W. Rogers Jr. (2.2% of Ariel Investments's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Affiliated Managers Group
- CUSIP
- 008252108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $69.2M |
| Exits | 34 | $25.0M |
Ownership 403 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.0% | 3,594,683 | $602.0M |
| BlackRock Inc. | 0.01% | Reduce -2.3% | 3,234,519 | $541.7M |
| Morgan Stanley | 0.03% | Reduce -3.6% | 2,494,401 | $417.7M |
| Clarkston Capital Partners, LLC | 5.55% | Reduce -15.8% | 1,877,459 | $314.4M |
| FMR LLC | 0.02% | Add +0.3% | 1,675,420 | $280.6M |
| Ariel Investments | 2.19% | Add +6.8% | 1,327,009 | $222.2M |
| State Street Corp. | 0.01% | Add +2.0% | 1,055,144 | $176.7M |
| Southeastern Asset Management Inc. | 5.39% | Reduce -5.0% | 837,878 | $140.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +3.2% | 796,064 | $133.3M |
| Lyrical Asset Management LP | 1.74% | Add +2.8% | 697,858 | $116.9M |
| Kiltearn Partners LLP | 10.35% | Reduce -16.0% | 675,214 | $112.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -6.7% | 555,514 | $93.0M |
| Invesco Ltd. | 0.02% | Add +62.1% | 522,083 | $87.4M |
| Allianz Asset Management GmbH | 0.14% | Reduce -3.1% | 496,073 | $83.1M |
| Channing Capital Management, LLC | 1.95% | Reduce -8.7% | 433,386 | $72.6M |
| Norges Bank | 0.01% | Reduce -6.9% | 407,297 | $68.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.1% | 357,772 | $59.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.5% | 348,201 | $58.3M |
| LGT Capital Partners LTD. | 1.81% | Reduce -11.9% | 346,330 | $58.0M |
| Spyglass Capital Management LLC | 3.67% | Reduce -3.9% | 328,745 | $55.1M |
| Bruni J V & Co. | 6.14% | Reduce -1.1% | 308,768 | $51.7M |
| Northern Trust Corp. | 0.01% | Add +1.8% | 303,940 | $50.9M |
| Marshall Wace, LLP | 0.08% | Reduce -15.5% | 286,248 | $47.9M |
| Qube Research & Technologies Ltd | 0.07% | Add +82.0% | 245,513 | $41.1M |
| LSV Asset Management | 0.08% | Add +10.9% | 238,504 | $39.9M |
| D. E. Shaw & Co. | 0.06% | Reduce -21.2% | 237,413 | $39.8M |
| Citadel Advisors | 0.04% | Reduce -39.5% | 218,963 | $36.7M |
| Raymond James & Associates | 0.02% | Reduce -10.4% | 214,133 | $35.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 183,788 | $30.8M |
| Jacobs Levy Equity Management, Inc. | 0.13% | Add +36.3% | 177,530 | $29.7M |
| New York State Common Retirement Fund | 0.04% | Add +6.4% | 171,690 | $28.8M |
| Bank of America Corp. | 0.00% | Reduce -8.3% | 148,049 | $24.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.6% | 132,011 | $22.1M |
| First Trust Advisors LP | 0.02% | Reduce -3.3% | 128,593 | $21.5M |
| Bridgewater Associates | 0.11% | Add +0.1% | 127,476 | $21.3M |
| Principal Financial Group Inc. | 0.01% | Add +2.5% | 127,342 | $21.3M |
| Assenagon Asset Management S.A. | 0.05% | Reduce -22.1% | 115,433 | $19.3M |
| Macquarie Group Ltd. | 0.02% | Reduce -2.2% | 107,446 | $18.0M |
| Reinhart Partners, Llc. | 0.73% | Reduce -4.4% | 107,339 | $18.0M |
| Retirement Systems of Alabama | 0.07% | Add +0.1% | 104,939 | $17.6M |
| Rhumbline Advisers | 0.02% | Reduce -4.8% | 102,256 | $17.1M |
| North Star Asset Management Inc. | 0.79% | Add +2.4% | 99,817 | $16.7M |
| Millennium Management | 0.01% | Reduce -68.4% | 96,684 | $16.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -5.8% | 92,710 | $15.5M |
| Man Group plc | 0.04% | Add +8.1% | 91,060 | $15.2M |
| Basswood Capital Management, L.L.C. | 0.89% | New | 90,481 | $15.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.6% | 87,690 | $14.7M |
| Point72 Asset Management | 0.04% | New | 80,857 | $13.5M |
| Penn Capital Management Company, LLC | 1.20% | Add +48.8% | 80,452 | $13.5M |
| Russell Investments Group, Ltd. | 0.02% | Add +1.0% | 78,279 | $13.1M |
| Franklin Resources Inc. | 0.00% | Add +57.1% | 73,582 | $12.3M |
| Cambria Investment Management, L.P. | 0.73% | Add +16.3% | 73,134 | $12.2M |
| California Public Employees Retirement System | 0.01% | Reduce -4.3% | 72,883 | $12.2M |
| Prana Capital Management, LP | 0.53% | Reduce -7.5% | 71,032 | $11.9M |
| Wallace Capital Management Inc. | 1.61% | Reduce -1.8% | 70,306 | $11.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.2% | 69,919 | $11.7M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 68,073 | $11.4M |
| Fisher Asset Management | 0.01% | Add +7.2% | 67,459 | $11.3M |
| Swiss National Bank | 0.01% | Reduce -3.5% | 66,700 | $11.2M |
| Polar Capital Holdings Plc | 0.06% | Reduce -1.3% | 66,116 | $11.1M |
| Parkwood LLC | 1.16% | Add +12.5% | 66,107 | $11.1M |
| Alliancebernstein L.P. | 0.00% | Add +8.7% | 62,086 | $10.4M |
| Credit Suisse AG/ | 0.01% | Add +0.6% | 62,051 | $10.4M |
| Renaissance Technologies | 0.01% | Reduce -46.0% | 56,700 | $9.5M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 52,305 | $8.8M |
| Los Angeles Capital Management LLC | 0.03% | Add +1.8% | 52,043 | $8.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.6% | 51,901 | $8.7M |
| Algert Global LLC | 0.33% | Add +4.3% | 51,048 | $8.5M |
| UBS Group AG | 0.00% | Add +3.0% | 48,580 | $8.1M |
| Brandywine Global Investment Management, LLC | 0.06% | Add +1.2% | 48,189 | $8.1M |
| Sei Investments Co. | 0.01% | Add +40.8% | 48,185 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 46,877 | $7.8M |
| American International Group, Inc. | 0.03% | Reduce -2.0% | 44,750 | $7.5M |
| Deutsche Bank AG | 0.00% | Reduce -3.0% | 42,901 | $7.2M |
| Nordea Investment Management AB | 0.01% | Reduce -1.6% | 42,700 | $7.2M |
| Cubist Systematic Strategies, LLC | 0.08% | Reduce -47.4% | 41,923 | $7.0M |
| Barclays PLC | 0.00% | Add +11.7% | 40,522 | $6.8M |
| Storebrand Asset Management As | 0.02% | No change | 40,408 | $6.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 40,184 | $6.7M |
| AXA S.A. | 0.02% | No change | 40,036 | $6.7M |
| Victory Capital Management Inc. | 0.01% | Add +2.3% | 39,748 | $6.7M |
| Truist Financial Corp. | 0.01% | Add +0.9% | 38,353 | $6.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +41.4% | 45,074 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 35,846 | $6.0M |
| Calamos Advisors LLC | 0.04% | No change | 35,430 | $5.9M |
| California State Teachers Retirement System | 0.01% | Reduce -8.5% | 34,196 | $5.7M |
| Voya Investment Management LLC | 0.01% | Add +7.3% | 33,779 | $5.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.6% | 33,628 | $5.6M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -1.2% | 32,945 | $5.5M |
| GMO | 0.02% | Reduce -23.0% | 32,618 | $5.5M |
| Texas Permanent School Fund Corp. | 0.04% | Add +1.3% | 29,589 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.8% | 28,787 | $4.8M |
| Assetmark, Inc. | 0.02% | Reduce -34.3% | 28,090 | $4.7M |
| Pinebridge Investments, L.P. | 0.04% | New | 27,804 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.5% | 27,367 | $4.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 26,000 | $4.4M |
| Danske Bank A/S | 0.01% | — | 25,408 | $4.3M |
| Holocene Advisors, LP | 0.02% | Add +3.6% | 25,056 | $4.2M |
| Martingale Asset Management L P | 0.08% | New | 24,672 | $4.1M |
| State of Tennessee, Department of Treasury | 0.02% | Add +6.9% | 24,537 | $4.1M |
| Susquehanna Fundamental Investments, LLC | 0.19% | New | 24,449 | $4.1M |
| CenterBook Partners LP | 0.28% | Add +132.6% | 24,224 | $4.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -5.5% | 23,739 | $4.0M |
| Amalgamated Bank | 0.03% | Add +1.8% | 23,183 | $3.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -8.0% | 22,971 | $3.8M |
| Prudential Financial Inc. | 0.01% | Reduce -22.2% | 22,536 | $3.8M |
| Amundi | 0.00% | Reduce -10.2% | 22,788 | $3.6M |
| Quadrature Capital Ltd | 0.06% | Reduce -9.5% | 21,510 | $3.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -51.5% | 21,483 | $3.6M |
| Genus Capital Management Inc. | 0.45% | — | 20,600 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.9% | 20,145 | $3.4M |
| Amplius Wealth Advisors, LLC | 0.36% | Add +24.2% | 18,925 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.8% | 18,860 | $3.2M |
| Poehling Capital Management, INC. | 0.84% | Reduce -0.1% | 18,765 | $3.1M |
| State of Alaska, Department of Revenue | 0.04% | No change | 18,660 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.7% | 18,566 | $3.1M |
| Lazard Asset Management LLC | 0.00% | Add +87.1% | 18,536 | $3.1M |
| Carnegie Investment Counsel | 0.10% | Reduce -3.2% | 18,457 | $3.1M |
| Campbell & CO Investment Adviser LLC | 0.26% | Reduce -44.6% | 17,862 | $3.0M |
| Verdence Capital Advisors LLC | 0.26% | Reduce -3.1% | 17,162 | $2.9M |
| Henshaw Capital LLC | 0.13% | Add +0.0% | 16,991 | $2.8M |
| Alaska Permanent Fund Corp | 0.04% | Add +4.2% | 16,592 | $2.8M |
| Comerica Bank | 0.01% | Add +9.7% | 16,510 | $2.8M |
| Wellington Management Group LLP | 0.00% | Reduce -3.8% | 16,413 | $2.7M |
| Teacher Retirement System of Texas | 0.02% | Add +0.8% | 16,352 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.2% | 16,122 | $2.7M |
| Seascape Capital Management | 0.98% | Add +11.5% | 15,668 | $2.6M |
| American Century Companies Inc. | 0.00% | Reduce -52.7% | 15,457 | $2.6M |
| Fred Alger Management, LLC | 0.01% | Reduce -2.3% | 14,880 | $2.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -16.5% | 14,667 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +22.5% | 14,580 | $2.4M |
| Long Road Investment Counsel, LLC | 1.02% | Reduce -4.9% | 14,535 | $2.4M |
| Voloridge Investment Management, LLC | 0.01% | New | 14,268 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.17% | Add +49.8% | 13,649 | $2.3M |
| HSBC Holdings PLC | 0.00% | Reduce -57.9% | 13,407 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 13,048 | $2.2M |
| Aquatic Capital Management LLC | 0.07% | Reduce -0.8% | 13,000 | $2.2M |
| Blair William & Co. | 0.01% | Add +0.5% | 12,924 | $2.2M |
| Algebris (uk) Ltd. | 0.96% | New | 13,914 | $2.2M |
| Bank of Montreal | 0.00% | Reduce -18.1% | 12,587 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +14.3% | 12,405 | $2.1M |
| Cerity Partners LLC | 0.01% | Add +59.7% | 12,229 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +0.7% | 12,105 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 12,102 | $2.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | Reduce -45.9% | 11,745 | $2.0M |
| Engineers Gate Manager LP | 0.05% | Reduce -35.7% | 11,274 | $1.9M |
| Mission Wealth Management, LP | 0.05% | New | 11,093 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +13.1% | 10,805 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -9.8% | 10,643 | $1.8M |
| STRS Ohio | 0.01% | Add +0.8% | 10,425 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -32.1% | 10,364 | $1.7M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -44.7% | 10,133 | $1.7M |
| Hi-Line Capital Management, LLC | 0.59% | Reduce -0.6% | 9,990 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -1.2% | 9,842 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +2.1% | 9,700 | $1.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +31.6% | 9,486 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -20.5% | 9,297 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -5.2% | 9,291 | $1.6M |
| Redwood Investment Management, LLC | 0.14% | New | 9,026 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +15.0% | 8,882 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 8,472 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -12.0% | 8,394 | $1.4M |
| State of Michigan Retirement System | 0.01% | Add +2.5% | 8,319 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -78.8% | 8,216 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Reduce -4.8% | 8,070 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +47.5% | 8,068 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 7,974 | $1.3M |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -14.0% | 7,872 | $1.3M |
| Commerce Bank | 0.01% | No change | 7,833 | $1.3M |
| New Mexico Educational Retirement Board | 0.05% | No change | 7,700 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.3% | 7,541 | $1.3M |
| Wedge Capital Management L L P | 0.02% | Add +10.6% | 7,533 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 7,479 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | No change | 7,465 | $1.3M |
| Point72 Hong Kong Ltd | 0.06% | Reduce -18.2% | 7,345 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.2% | 7,335 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +50.4% | 7,300 | $1.2M |
| Sepio Capital, LP | 0.10% | Reduce -10.0% | 7,273 | $1.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 7,100 | $1.2M |
| Quantbot Technologies LP | 0.07% | Reduce -41.6% | 7,078 | $1.2M |
| Cornercap Investment Counsel Inc. | 0.18% | Add +1.6% | 6,981 | $1.2M |
| Tidal Investments LLC | 0.02% | Add +201.5% | 6,889 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -0.6% | 6,852 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.1% | 6,738 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Add +27.9% | 6,501 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -15.0% | 6,491 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +115.4% | 6,403 | $1.1M |
| Creative Planning | 0.00% | Add +136.7% | 6,202 | $1.0M |
| Citadel Investment Advisory, Inc. | 0.57% | No change | 6,039 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Reduce -5.0% | 5,909 | $990K |
| Impax Asset Management Group plc | 0.00% | No change | 5,890 | $986K |
| New York Life Investment Management LLC | 0.01% | Add +49.6% | 5,876 | $984K |
| Verition Fund Management LLC | 0.01% | Add +154.0% | 5,821 | $975K |
| ClearAlpha Technologies LP | 0.41% | Reduce -30.9% | 5,765 | $965K |
| Petrus Trust Company, LTA | 0.08% | No change | 5,520 | $924K |
| Alberta Investment Management Corp | 0.01% | No change | 5,500 | $921K |
| Royal Bank of Canada | 0.00% | Reduce -39.4% | 5,387 | $903K |
| True Wealth Design, LLC | 0.23% | Reduce -2.6% | 5,390 | $903K |
| Duality Advisers, LP | 0.09% | Reduce -6.3% | 5,372 | $900K |
| AlphaQuest LLC | 0.16% | Add +40.9% | 5,360 | $898K |
| Lecap Asset Management Ltd. | 0.18% | Add +39.1% | 5,287 | $885K |
| SkyView Investment Advisors, LLC | 0.16% | New | 5,247 | $879K |
| Castlekeep Investment Advisors LLC | 0.61% | Reduce -27.1% | 5,041 | $844K |
| Invst, LLC | 0.10% | New | 4,898 | $813K |
| Trexquant Investment LP | 0.02% | Add +50.1% | 4,732 | $792K |
| Xponance LLC | 0.01% | Add +7.7% | 4,652 | $779K |
| Mackenzie Financial Corp. | 0.00% | Reduce -24.7% | 4,620 | $774K |
| Stifel Financial Corp. | 0.00% | Reduce -70.2% | 4,530 | $759K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -18.2% | 4,500 | $754K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -42.9% | 4,487 | $751K |
| Quantinno Capital Management LP | 0.02% | Add +37.5% | 4,433 | $742K |
| Cipher Capital LP | 0.34% | New | 4,410 | $739K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.2% | 4,339 | $727K |
| Advisory Services Network, LLC | 0.02% | Add +133.8% | 4,281 | $717K |
| Gsa Capital Partners LLP | 0.06% | New | 4,254 | $712K |
| Mariner, LLC | 0.00% | Add +5.2% | 4,241 | $710K |
| Two Sigma Advisers, LP | 0.00% | Reduce -26.3% | 4,200 | $703K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.3% | 4,164 | $697K |
| Focus Partners Wealth | 0.01% | New | 4,163 | $697K |
| Kendall Capital Management | 0.23% | No change | 4,035 | $676K |
| Convergence Investment Partners, LLC | 0.26% | Add +93.7% | 3,983 | $667K |
| iSAM Funds (UK) Ltd | 0.38% | New | 3,973 | $665K |
| Ethic Inc. | 0.02% | Add +36.3% | 3,921 | $657K |
| LPL Financial LLC | 0.00% | Add +25.7% | 3,896 | $652K |
| Legacy Wealth Asset Management, LLC | 0.18% | Add +1.5% | 3,782 | $633K |
| Hillsdale Investment Management Inc. | 0.05% | Reduce -0.3% | 3,740 | $626K |
| Central Pacific Bank - Trust Division | 0.08% | — | 3,763 | $624K |
| Pearl River Capital, LLC | 0.10% | New | 3,699 | $619K |
| Hancock Whitney Corp. | 0.02% | Reduce -55.0% | 3,652 | $612K |
| Welch & Forbes LLC | 0.01% | No change | 3,650 | $611K |
| Axq Capital, LP | 0.14% | Reduce -49.5% | 3,600 | $603K |
| Wilkinson Global Asset Management LLC | 0.04% | Reduce -12.3% | 3,600 | $603K |
| RBF Capital, LLC | 0.03% | No change | 3,600 | $603K |
| Vident Advisory, LLC | 0.01% | Reduce -86.9% | 3,586 | $601K |
| Guggenheim Capital LLC | 0.00% | Reduce -36.2% | 3,545 | $594K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +54.8% | 3,535 | $592K |
| Cetera Investment Advisers | 0.00% | New | 3,486 | $584K |
| Maverick Capital | 0.01% | New | 3,464 | $580K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 3,439 | $576K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -10.3% | 3,426 | $574K |
| River Global Investors LLP | 0.14% | Reduce -64.9% | 3,292 | $551K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.8% | 3,261 | $546K |
| Radnor Capital Management, LLC | 0.09% | No change | 3,120 | $523K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.6% | 3,118 | $522K |
| Seven Eight Capital, LP | 0.05% | Reduce -54.5% | 3,117 | $522K |
| Quantum Portfolio Management LLC | 0.29% | New | 3,037 | $509K |
| AdvisorShares Investments LLC | 0.09% | New | 3,000 | $502K |
| Burney Co./ | 0.02% | New | 2,780 | $466K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.5% | 2,753 | $461K |
| HRT Financial LP | 0.00% | Reduce -91.9% | 2,676 | $448K |
| Vestcor Inc | 0.01% | No change | 2,611 | $437K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,720 | $434K |
| Point72 (DIFC) Ltd | 0.03% | — | 2,538 | $425K |
| Ironwood Investment Counsel, LLC | 0.07% | Reduce -23.3% | 2,515 | $421K |
| Cwm, LLC | 0.00% | Add +2.0% | 2,500 | $419K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.6% | 2,414 | $419K |
| Harbor Advisors LLC | 0.08% | No change | 2,500 | $419K |
| Sheets Smith Wealth Management | 0.05% | New | 2,454 | $411K |
| Relative Value Partners Group, LLC | 0.03% | No change | 2,737 | $407K |
| Guinness Asset Management LTD | 0.01% | Reduce -10.8% | 2,423 | $406K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.0% | 2,360 | $395K |
| Burns Matteson Capital Management, LLC | 0.26% | New | 2,360 | $395K |
| Procyon Advisors, LLC | 0.03% | No change | 2,351 | $394K |
| Cubic Asset Management, LLC | 0.09% | No change | 2,329 | $390K |
| Gabelli Funds LLC | 0.00% | New | 2,250 | $377K |
| National Bank of Canada | 0.00% | No change | 2,352 | $371K |
| Allegheny Financial Group | 0.11% | Add +30.2% | 2,211 | $370K |
| Captrust Financial Advisors | 0.00% | Reduce -69.7% | 2,197 | $368K |
| South Dakota Investment Council | 0.01% | Reduce -12.1% | 2,188 | $366K |
| Agf Management Ltd. | 0.00% | New | 2,183 | $366K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.3% | 2,140 | $358K |
| Virtu Financial LLC | 0.03% | New | 2,106 | $353K |
| Fox Run Management, L.L.C. | 0.07% | Reduce -70.6% | 2,033 | $340K |
| Prelude Capital Management, LLC | 0.02% | New | 2,009 | $336K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +15.6% | 1,982 | $332K |
| Centiva Capital, LP | 0.02% | Reduce -61.9% | 1,923 | $322K |
| M&T Bank Corp | 0.00% | Reduce -12.1% | 1,919 | $321K |
| Utah Retirement Systems | 0.00% | Reduce -68.8% | 1,900 | $318K |
| XTX Topco Ltd | 0.04% | New | 1,889 | $316K |
| Nicolet Bankshares Inc. | 0.06% | No change | 1,798 | $301K |
| Forte Capital LLC | 0.04% | Add +8.6% | 1,782 | $298K |
| Greenleaf Trust | 0.00% | Reduce -2.3% | 1,781 | $298K |
| Cadent Capital Advisors, LLC | 0.12% | Reduce -7.6% | 1,767 | $296K |
| Olympiad Research LP | 0.19% | New | 1,750 | $293K |
| Callan Capital, LLC | 0.03% | New | 1,744 | $292K |
| Inceptionr LLC | 0.07% | New | 1,739 | $291K |
| Partnership Wealth Management, LLC | 0.20% | Reduce -7.2% | 1,673 | $280K |
| L2 Asset Management, LLC | 0.09% | Add +7.5% | 1,659 | $278K |
| ProShare Advisors LLC | 0.00% | Reduce -7.3% | 1,649 | $276K |
| Abacus Planning Group, Inc. | 0.05% | New | 1,616 | $271K |
| Investment Partners, LTD. | 0.12% | Add +3.9% | 1,615 | $270K |
| Shell Asset Management Co. | 0.01% | Reduce -9.2% | 1,594 | $249K |
| Shelton Capital Management | 0.01% | No change | 1,458 | $244K |
| Nebula Research & Development LLC | 0.05% | Reduce -50.0% | 1,422 | $238K |
| Empirical Asset Management, LLC | 0.11% | New | 1,400 | $234K |
| Forum Financial Management, LP | 0.00% | No change | 1,377 | $231K |
| Quent Capital, LLC | 0.03% | Add +0.9% | 1,366 | $229K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -65.9% | 1,365 | $229K |
| Bank of New Hampshire | 0.06% | Reduce -12.1% | 1,338 | $224K |
| Tolleson Wealth Management, Inc. | 0.04% | No change | 1,319 | $221K |
| Handelsinvest Investeringsforvaltning | 0.11% | Reduce -34.1% | 1,313 | $220K |
| Weiss Asset Management LP | 0.01% | New | 1,237 | $207K |
| Tudor Investment Corporation | 0.00% | Reduce -80.2% | 1,220 | $204K |
| Private Advisor Group, LLC | 0.00% | New | 1,214 | $203K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 1,206 | $202K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -11.1% | 1,200 | $201K |
| GAMCO Investors | 0.00% | New | 1,200 | $201K |
| Panagora Asset Management Inc. | 0.00% | New | 1,198 | $201K |
| Parallel Advisors, LLC | 0.01% | Add +0.2% | 1,197 | $200K |
| EMC Capital Management | 0.12% | Add +27.0% | 1,190 | $199K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -60.0% | 1,143 | $189K |
| Smartleaf Asset Management LLC | 0.04% | Add +0.0% | 1,105 | $184K |
| Bessemer Group Inc. | 0.00% | No change | 1,069 | $179K |
| Impact Partnership Wealth, LLC | 0.06% | Reduce -15.1% | 975 | $163K |
| Signaturefd, LLC | 0.00% | Add +5.5% | 921 | $154K |
| CIBC Private Wealth Group LLC | 0.00% | New | 802 | $133K |
| KBC Group NV | 0.00% | No change | 714 | $120K |
| Osaic Holdings, Inc. | 0.00% | Reduce -85.1% | 637 | $107K |
| Quadrant Capital Group LLC | 0.01% | Add +1.5% | 600 | $100K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +221.8% | 560 | $94K |
| Covestor Ltd | 0.06% | Reduce -19.2% | 544 | $91K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.3% | 543 | $91K |
| State of Wyoming | 0.01% | New | 532 | $89K |
| GAMMA Investing LLC | 0.02% | Add +14.3% | 479 | $80K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.0% | 507 | $79K |
| Blue Trust, Inc. | 0.00% | Reduce -25.0% | 463 | $78K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Reduce -36.7% | 450 | $75K |
| Smithfield Trust Co | 0.00% | Reduce -5.8% | 410 | $68K |
| Truvestments Capital LLC | 0.02% | No change | 330 | $55K |
| Whittier Trust Co. | 0.00% | No change | 325 | $54K |
| CI Investments Inc. | 0.00% | Add +14.4% | 309 | $52K |
| Fifth Third Bancorp | 0.00% | Add +11.9% | 264 | $44K |
| Denali Advisors LLC | 0.01% | Add +429.2% | 254 | $43K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.1% | 229 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $37K |
| First Horizon Advisors, Inc. | 0.00% | No change | 216 | $36K |
| WealthCollab, LLC | 0.02% | No change | 193 | $32K |
| Abich Financial Wealth Management LLC | 0.02% | Add +45.8% | 191 | $32K |
| IFP Advisors, Inc | 0.00% | Reduce -26.1% | 190 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | — | 183 | $31K |
| Lindbrook Capital, LLC | 0.00% | Add +6.8% | 173 | $29K |
| Investors Research Corp | 0.01% | No change | 150 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 127 | $21K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.9% | 115 | $19K |
| Bell Investment Advisors, Inc | 0.00% | No change | 95 | $16K |
| Rise Advisors, LLC | 0.01% | New | 93 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 73 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 71 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 61 | $10K |
| Natixis | 0.00% | Add +20.8% | 58 | $10K |
| UMB Bank, n.a. | 0.00% | Reduce -27.0% | 54 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $9K |
| Avior Wealth Management, LLC | 0.00% | New | 53 | $9K |
| Bokf, NA | 0.00% | Reduce -36.9% | 53 | $9K |
| Promethos Capital, LLC | 0.00% | No change | 50 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 46 | $8K |
| Allworth Financial LP | 0.00% | Reduce -4.4% | 43 | $7K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 35 | $6K |
| Private Trust Co. NA | 0.00% | Reduce -15.0% | 34 | $6K |
| Webster Bank, N. A. | 0.00% | New | 33 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.5% | 30 | $5K |
| Key Financial Inc | 0.00% | No change | 27 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 25 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 25 | $4K |
| First Manhattan Co. Llc. | 0.00% | No change | 23 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 23 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 23 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $4K |
| Venturi Wealth Management, LLC | 0.00% | Add +4.8% | 22 | $4K |
| Creative Financial Designs Inc. | 0.00% | Reduce -39.4% | 20 | $3K |
| Mather Group, Llc. | 0.00% | New | 20 | $3K |
| LGT Financial Advisors LLC | 0.00% | No change | 18 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 18 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -99.9% | 18 | $3K |
| Westend Capital Management, LLC | 0.00% | — | 16 | $3K |
| West Paces Advisors Inc. | 0.00% | New | 16 | $3K |
| SouthState Bank Corp | 0.00% | New | 16 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $3K |
| Tortoise Investment Management, LLC | 0.00% | New | 14 | $2K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 13 | $2K |
| Macroview Investment Management LLC | 0.00% | No change | 12 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $2K |
| Motco | 0.00% | Reduce -8.3% | 11 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +25.0% | 10 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 10 | $2K |
| Huntington National Bank | 0.00% | New | 10 | $2K |
| Spire Wealth Management | 0.00% | New | 10 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -22.2% | 7 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | New | 7 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 6 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $1K |
| Avion Wealth | 0.00% | No change | 4 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 5 | $837 |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | New | 4 | $670 |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $670 |
| Geneos Wealth Management Inc. | 0.00% | No change | 4 | $670 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $503 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $503 |
| TFO Wealth Partners, LLC | 0.00% | No change | 2 | $335 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $335 |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.