Affiliated Managers GroupAMG
13F holders, Q4 2024 (December 31)408holders −14
35new positions
54sold out
9famous investors
$183.74avg. 13F price*
At the end of Q4 2024, 408 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, down 14 from Q3 2024. 35 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($593.9M), BlackRock, Inc. ($549.1M) and Morgan Stanley ($421.6M). 9 famous investors held it, including John W. Rogers Jr. (2.8% of Ariel Investments's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Affiliated Managers Group
- CUSIP
- 008252108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $41.8M |
| Exits | 54 | $71.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,984,269 shares bought and 2,039,389 shares sold, net −55,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 408 holders
| Vanguard Group Inc. | 0.01% | Add +1.0% | 3,211,846 | $593.9M |
| BlackRock, Inc. | 0.01% | Add +1.8% | 2,969,421 | $549.1M |
| Morgan Stanley | 0.03% | Reduce -3.7% | 2,279,932 | $421.6M |
| Clarkston Capital Partners, LLC | 5.57% | Reduce -11.4% | 1,572,189 | $290.7M |
| Ariel Investments | 2.81% | Reduce -1.9% | 1,423,927 | $263.3M |
| Boston Partners | 0.27% | Add +46.1% | 1,184,130 | $219.0M |
| State Street Corp. | 0.01% | Add +1.0% | 1,022,603 | $189.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.7% | 761,198 | $140.8M |
| Southeastern Asset Management Inc. | 6.13% | Reduce -3.1% | 702,487 | $129.9M |
| Lyrical Asset Management LP | 1.69% | Reduce -1.1% | 618,158 | $114.3M |
| Fuller & Thaler Asset Management, Inc. | 0.39% | Reduce -0.7% | 554,109 | $102.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.9% | 521,502 | $96.5M |
| Channing Capital Management, LLC | 2.54% | Add +5.5% | 514,580 | $95.2M |
| LSV Asset Management | 0.18% | Add +79.1% | 423,994 | $78.4M |
| Kiltearn Partners LLP | 11.64% | Reduce -18.0% | 380,814 | $70.4M |
| Norges Bank | 0.01% | Reduce -3.5% | 371,422 | $68.7M |
| Citadel Advisors | 0.06% | Reduce -17.0% | 351,029 | $64.9M |
| Northern Trust Corp. | 0.01% | Add +8.4% | 349,611 | $64.7M |
| Allianz Asset Management GmbH | 0.09% | Reduce -3.1% | 343,685 | $63.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 331,106 | $61.2M |
| Millennium Management | 0.05% | Add +118.3% | 305,497 | $56.5M |
| Bruni J V & Co. | 6.32% | Reduce -0.3% | 301,845 | $55.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.4% | 280,959 | $52.0M |
| LGT Capital Partners LTD. | 1.93% | Reduce -13.8% | 274,018 | $50.7M |
| Invesco Ltd. | 0.01% | Add +3.7% | 267,786 | $49.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +186.9% | 227,296 | $42.0M |
| First Trust Advisors LP | 0.04% | Add +69.7% | 217,571 | $40.2M |
| FMR LLC | 0.00% | Reduce -6.2% | 213,400 | $39.5M |
| New York State Common Retirement Fund | 0.05% | Add +4.0% | 192,524 | $35.6M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 186,030 | $34.4M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Add +1.6% | 171,215 | $31.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.1% | 164,116 | $30.3M |
| Fisher Asset Management | 0.01% | Add +84.3% | 156,210 | $28.9M |
| Raymond James Financial Inc. | 0.01% | — | 155,839 | $28.8M |
| UBS Group AG | 0.01% | Add +102.3% | 139,567 | $25.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +210.3% | 135,471 | $25.1M |
| Basswood Capital Management, L.L.C. | 1.34% | Reduce -5.9% | 124,241 | $23.0M |
| Victory Capital Management Inc. | 0.02% | Add +4.8% | 118,627 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.5% | 111,925 | $20.7M |
| Great Lakes Advisors, LLC | 0.17% | Reduce -3.4% | 109,987 | $20.3M |
| Algert Global LLC | 0.45% | Add +9.6% | 104,339 | $19.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -19.0% | 102,054 | $18.9M |
| North Star Asset Management Inc. | 0.83% | Add +0.6% | 101,921 | $18.8M |
| Retirement Systems of Alabama | 0.07% | Add +0.5% | 99,237 | $18.4M |
| Barclays PLC | 0.01% | Add +17.4% | 89,814 | $16.6M |
| Macquarie Group Ltd. | 0.02% | Reduce -13.6% | 88,596 | $16.4M |
| Rhumbline Advisers | 0.01% | Reduce -2.7% | 85,533 | $15.8M |
| Franklin Resources Inc. | 0.00% | Reduce -19.0% | 82,543 | $15.3M |
| Goodman Financial Corp | 3.14% | Add +0.7% | 79,505 | $14.7M |
| Penn Capital Management Company, LLC | 1.44% | Reduce -11.8% | 79,408 | $14.7M |
| Los Angeles Capital Management LLC | 0.06% | Reduce -21.7% | 78,369 | $14.5M |
| Reinhart Partners, Llc. | 0.53% | Reduce -16.5% | 74,834 | $13.8M |
| Cambria Investment Management, L.P. | 0.82% | Add +1.8% | 72,550 | $13.4M |
| D. E. Shaw & Co. | 0.02% | Reduce -51.0% | 70,122 | $13.0M |
| Bridgewater Associates | 0.06% | Reduce -11.9% | 69,885 | $12.9M |
| Principal Financial Group Inc. | 0.01% | Add +0.2% | 69,283 | $12.8M |
| California Public Employees Retirement System | 0.01% | Reduce -10.5% | 67,990 | $12.6M |
| Wallace Capital Management Inc. | 1.72% | Reduce -2.0% | 67,979 | $12.6M |
| Man Group plc | 0.04% | Reduce -24.9% | 66,987 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 62,620 | $11.6M |
| Swiss National Bank | 0.01% | Reduce -5.8% | 58,600 | $10.8M |
| Polar Capital Holdings Plc | 0.06% | Reduce -36.1% | 56,532 | $10.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -22.8% | 56,204 | $10.4M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -52.9% | 52,642 | $9.7M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -34.5% | 52,386 | $9.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -61.2% | 51,513 | $9.5M |
| American Century Companies Inc. | 0.01% | Add +531.1% | 51,002 | $9.4M |
| Callodine Capital Management, LP | 1.91% | Add +300.0% | 50,000 | $9.2M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -0.4% | 49,128 | $9.1M |
| Deutsche Bank AG | 0.00% | Add +0.2% | 47,612 | $8.8M |
| Sei Investments Co. | 0.01% | Reduce -27.6% | 47,519 | $8.8M |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 47,444 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -54.5% | 45,400 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 45,366 | $8.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.0% | 45,338 | $8.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 43,898 | $8.1M |
| Nordea Investment Management AB | 0.01% | Add +6.0% | 43,018 | $8.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -10.5% | 41,198 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -21.1% | 39,532 | $7.3M |
| Storebrand Asset Management As | 0.02% | Reduce -2.6% | 38,578 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.8% | 37,810 | $7.0M |
| Calamos Advisors LLC | 0.04% | No change | 35,430 | $6.6M |
| Corebridge Financial, Inc. | 0.03% | Reduce -3.0% | 34,195 | $6.3M |
| Public Employees Retirement System of Ohio | 0.02% | New | 33,465 | $6.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.3% | 29,860 | $5.5M |
| SG Americas Securities, LLC | 0.02% | Add +358.5% | 29,558 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +0.7% | 28,717 | $5.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.6% | 27,856 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -8.8% | 27,855 | $5.2M |
| North Reef Capital Management LP | 0.23% | New | 27,386 | $5.1M |
| Sterling Capital Management LLC | 0.07% | Add +1.6% | 26,521 | $4.9M |
| Schroder Investment Management Group | 0.00% | New | 24,989 | $4.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $4.6M |
| GMO | 0.01% | Add +2.3% | 24,222 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 23,993 | $4.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.3% | 23,538 | $4.4M |
| Citigroup Inc. | 0.00% | Add +2.8% | 23,009 | $4.3M |
| Nicola Wealth Management LTD. | 0.40% | New | 16,000 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +61.2% | 22,376 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Add +18.0% | 21,569 | $4.0M |
| Prana Capital Management, LP | 0.18% | Reduce -73.4% | 20,458 | $3.8M |
| Susquehanna Fundamental Investments, LLC | 0.06% | — | 19,927 | $3.7M |
| Amundi | 0.00% | Reduce -17.2% | 20,324 | $3.7M |
| Marshall Wace, LLP | 0.00% | New | 19,630 | $3.6M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -7.7% | 19,439 | $3.6M |
| Voya Investment Management LLC | 0.00% | Add +124.3% | 18,858 | $3.5M |
| Poehling Capital Management, INC. | 0.84% | Reduce -0.3% | 18,461 | $3.4M |
| Quadrature Capital Ltd | 0.07% | No change | 18,451 | $3.4M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -0.1% | 18,455 | $3.4M |
| Bank of Montreal | 0.00% | Reduce -74.7% | 17,831 | $3.3M |
| Martingale Asset Management L P | 0.08% | Reduce -41.0% | 17,684 | $3.3M |
| Alaska Permanent Fund Corp | 0.05% | No change | 17,371 | $3.2M |
| Cinctive Capital Management LP | 0.17% | New | 17,328 | $3.2M |
| Amplius Wealth Advisors, LLC | 0.33% | Add +0.0% | 17,199 | $3.2M |
| MetLife Investment Management, LLC | 0.02% | Add +10.3% | 17,022 | $3.1M |
| Henshaw Capital LLC | 0.13% | Add +0.0% | 16,994 | $3.1M |
| Carnegie Investment Counsel | 0.09% | Reduce -0.3% | 16,812 | $3.1M |
| Seascape Capital Management | 1.04% | Add +0.2% | 16,191 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -0.9% | 15,965 | $3.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -17.0% | 15,819 | $2.9M |
| Quantinno Capital Management LP | 0.03% | Add +21.9% | 14,705 | $2.7M |
| Long Road Investment Counsel, LLC | 1.09% | Reduce -0.3% | 14,485 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 14,418 | $2.7M |
| Amalgamated Bank | 0.02% | Add +1.9% | 14,363 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +7.9% | 13,875 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.8% | 13,795 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +271.5% | 13,794 | $2.6M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.7% | 12,857 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 12,853 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -24.5% | 12,840 | $2.4M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -52.8% | 12,616 | $2.3M |
| Comerica Bank | 0.01% | Reduce -4.7% | 12,555 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -9.3% | 12,499 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -0.3% | 12,449 | $2.3M |
| STRS Ohio | 0.01% | Add +4.8% | 12,001 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -2.2% | 11,847 | $2.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 11,745 | $2.2M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.11% | New | 11,550 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.2% | 11,464 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.0% | 11,418 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -6.4% | 11,062 | $2.0M |
| Moody Aldrich Partners LLC | 0.38% | New | 10,948 | $2.0M |
| CWC Advisors, LLC. | 2.00% | Add +1.3% | 10,833 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 10,758 | $2.0M |
| Intech Investment Management LLC | 0.02% | New | 10,689 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.1% | 10,247 | $1.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -38.0% | 10,131 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 9,482 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | — | 9,300 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +9.7% | 9,193 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -9.1% | 9,307 | $1.7M |
| First Hawaiian Bank | 0.05% | Reduce -12.1% | 9,079 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Add +107.0% | 8,900 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -5.8% | 8,647 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.2% | 8,400 | $1.6M |
| Alberta Investment Management Corp | 0.01% | No change | 8,400 | $1.6M |
| Diversified Trust Co. | 0.04% | Reduce -0.1% | 8,275 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 8,124 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +12.7% | 8,000 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +50.9% | 7,834 | $1.4M |
| Commerce Bank | 0.01% | No change | 7,833 | $1.4M |
| Redwood Investment Management, LLC | 0.14% | Reduce -16.7% | 7,706 | $1.4M |
| Wellington Management Group LLP | 0.00% | Reduce -44.5% | 7,659 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.5% | 7,390 | $1.4M |
| Wedge Capital Management L L P | 0.02% | Reduce -8.2% | 7,327 | $1.4M |
| Cwm, LLC | 0.01% | Reduce -2.0% | 7,177 | $1.3M |
| State of Michigan Retirement System | 0.01% | No change | 7,119 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.5% | 7,112 | $1.3M |
| Nomura Holdings Inc. | 0.01% | New | 6,911 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -0.4% | 6,736 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +1.6% | 6,717 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +1.6% | 6,675 | $1.2M |
| Holocene Advisors, LP | 0.00% | New | 6,616 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 6,500 | $1.2M |
| Dodge & Cox | 0.00% | New | 6,500 | $1.2M |
| Sepio Capital, LP | 0.10% | Reduce -8.9% | 6,465 | $1.2M |
| SkyView Investment Advisors, LLC | 0.19% | Add +9.5% | 6,370 | $1.2M |
| Creative Planning | 0.00% | Add +0.4% | 6,360 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.9% | 6,147 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | No change | 6,117 | $1.1M |
| Carrera Capital Advisors | 0.26% | New | 5,947 | $1.1M |
| Citadel Investment Advisory, Inc. | 0.57% | No change | 5,889 | $1.1M |
| CenterBook Partners LP | 0.06% | Reduce -24.6% | 5,669 | $1.0M |
| Edgestream Partners, L.P. | 0.04% | Add +18.9% | 5,510 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -16.9% | 5,468 | $1.0M |
| Invst, LLC | 0.12% | Add +2.1% | 5,306 | $981K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +24.6% | 5,090 | $941K |
| XTX Topco Ltd | 0.08% | New | 5,069 | $937K |
| OneDigital Investment Advisors LLC | 0.01% | Add +6.2% | 5,002 | $925K |
| Quantum Portfolio Management LLC | 0.49% | Reduce -4.9% | 4,940 | $914K |
| Kennondale Capital Management LLC | 0.98% | — | 4,892 | $905K |
| Federated Hermes, Inc. | 0.00% | Add +2.5% | 4,858 | $898K |
| Axq Capital, LP | 0.39% | Add +15.3% | 4,703 | $870K |
| Kestra Investment Management, LLC | 0.03% | Add +29.9% | 4,656 | $861K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 4,650 | $860K |
| Mariner, LLC | 0.00% | Add +6.2% | 4,624 | $855K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.5% | 4,617 | $854K |
| Prudential Financial Inc. | 0.00% | Reduce -79.9% | 4,521 | $843K |
| LPL Financial LLC | 0.00% | Add +26.1% | 4,502 | $833K |
| Blue Trust, Inc. | 0.01% | Add +146.2% | 4,448 | $823K |
| Advisory Services Network, LLC | 0.01% | Add +0.1% | 4,314 | $798K |
| Kendall Capital Management | 0.22% | Reduce -3.0% | 4,010 | $742K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -1.9% | 3,982 | $736K |
| Cresset Asset Management, LLC | 0.00% | Reduce -61.5% | 3,922 | $725K |
| Foundry Partners, LLC | 0.04% | Add +3.4% | 3,910 | $723K |
| Ethic Inc. | 0.01% | Reduce -1.1% | 3,879 | $717K |
| BNP Paribas Financial Markets | 0.00% | Reduce -52.0% | 3,868 | $715K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.7% | 3,775 | $698K |
| Xponance LLC | 0.01% | Add +3.6% | 3,759 | $695K |
| Corus Family Wealth Advisors | 0.46% | Add +0.2% | 3,704 | $685K |
| Focus Partners Wealth | 0.00% | New | 3,695 | $683K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,674 | $679K |
| HSBC Holdings PLC | 0.00% | Reduce -57.8% | 3,655 | $676K |
| Welch & Forbes LLC | 0.01% | No change | 3,650 | $675K |
| Kathmere Capital Management, LLC | 0.06% | Reduce -41.1% | 3,535 | $654K |
| Mission Wealth Management, LP | 0.02% | Reduce -9.2% | 3,458 | $639K |
| US Bancorp \de | 0.00% | Reduce -4.7% | 3,416 | $632K |
| Wilkinson Global Asset Management LLC | 0.04% | No change | 3,400 | $629K |
| Guinness Asset Management LTD | 0.01% | Add +65.7% | 3,326 | $615K |
| Cornercap Investment Counsel Inc. | 0.19% | No change | 3,229 | $597K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 3,201 | $592K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.2% | 3,110 | $575K |
| Cornerstone Investment Partners, LLC | 0.03% | Reduce -2.7% | 3,111 | $575K |
| Hillsdale Investment Management Inc. | 0.03% | Reduce -8.8% | 3,090 | $571K |
| Radnor Capital Management, LLC | 0.09% | No change | 2,970 | $549K |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 2,924 | $541K |
| Cetera Investment Advisers | 0.00% | Add +2.5% | 2,898 | $536K |
| Vident Advisory, LLC | 0.01% | Reduce -0.7% | 2,883 | $533K |
| Forte Capital LLC | 0.06% | Add +1.1% | 2,857 | $528K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -19.1% | 2,847 | $526K |
| Gabelli Funds LLC | 0.00% | Add +1.8% | 2,799 | $518K |
| Atria Investments, Inc | 0.01% | Reduce -8.7% | 2,771 | $512K |
| Oak Thistle LLC | 0.15% | Reduce -12.0% | 2,741 | $507K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -20.6% | 2,719 | $503K |
| Engineers Gate Manager LP | 0.01% | Reduce -89.9% | 2,712 | $502K |
| Truist Financial Corp. | 0.00% | Add +15.7% | 2,699 | $499K |
| AdvisorShares Investments LLC | 0.10% | No change | 2,694 | $498K |
| &partners | 0.01% | Add +27.9% | 2,607 | $492K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -75.6% | 2,588 | $486K |
| HighTower Advisors, LLC | 0.00% | Add +15.5% | 2,618 | $484K |
| RBF Capital, LLC | 0.03% | Reduce -27.8% | 2,600 | $481K |
| GAMCO Investors | 0.01% | Reduce -3.7% | 2,600 | $481K |
| Harbor Advisors LLC | 0.07% | No change | 2,500 | $462K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.8% | 2,460 | $455K |
| National Bank of Canada | 0.00% | Reduce -78.4% | 2,458 | $455K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +1.8% | 2,442 | $452K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +71.7% | 2,400 | $444K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 2,390 | $442K |
| Lazard Asset Management LLC | 0.00% | Reduce -89.5% | 2,392 | $441K |
| Vestcor Inc | 0.01% | New | 2,243 | $415K |
| Securian Asset Management, Inc. | 0.01% | Reduce -4.3% | 2,218 | $410K |
| Ironwood Investment Counsel, LLC | 0.07% | Reduce -6.3% | 2,215 | $410K |
| South Dakota Investment Council | 0.01% | No change | 2,188 | $405K |
| AE Wealth Management LLC | 0.00% | Add +82.1% | 2,152 | $398K |
| Glenmede Trust Co. NA | 0.00% | Add +0.1% | 2,151 | $398K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.6% | 2,090 | $386K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.7% | 1,932 | $357K |
| Ritholtz Wealth Management | 0.01% | Add +36.7% | 1,878 | $347K |
| Empirical Asset Management, LLC | 0.12% | Add +10522.8% | 190,360 | $347K |
| M&T Bank Corp | 0.00% | Reduce -1.2% | 1,866 | $345K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -34.6% | 1,843 | $341K |
| Procyon Advisors, LLC | 0.02% | Reduce -22.6% | 1,820 | $337K |
| Greenleaf Trust | 0.00% | Add +0.6% | 1,804 | $334K |
| Horizon Kinetics Asset Management LLC | 0.00% | Add +31.3% | 1,774 | $328K |
| EP Wealth Advisors, LLC | 0.00% | Add +20.8% | 1,764 | $326K |
| Callan Capital, LLC | 0.02% | Reduce -15.5% | 1,737 | $321K |
| L2 Asset Management, LLC | 0.07% | Add +2.1% | 1,700 | $314K |
| HRT Financial LP | 0.00% | Reduce -97.8% | 1,664 | $307K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.7% | 1,646 | $304K |
| Utah Retirement Systems | 0.00% | Reduce -5.9% | 1,600 | $296K |
| Investment Partners, LTD. | 0.12% | No change | 1,585 | $293K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -14.1% | 1,567 | $290K |
| Choreo, LLC | 0.00% | Reduce -33.3% | 1,552 | $288K |
| Evergreen Capital Management LLC | 0.01% | Add +1.0% | 1,516 | $280K |
| Shell Asset Management Co. | 0.01% | Reduce -0.3% | 1,505 | $278K |
| AlphaQuest LLC | 0.04% | Reduce -88.0% | 1,473 | $272K |
| ProShare Advisors LLC | 0.00% | Add +8.8% | 1,415 | $262K |
| Cadent Capital Advisors, LLC | 0.09% | No change | 1,410 | $261K |
| Cetera Trust Company, N.A | 0.17% | Add +25.9% | 1,410 | $261K |
| Tolleson Wealth Management, Inc. | 0.05% | Reduce -3.1% | 1,393 | $258K |
| Allegheny Financial Group | 0.07% | Reduce -52.7% | 1,373 | $254K |
| CW Advisors, LLC | 0.00% | Reduce -64.2% | 1,307 | $242K |
| Callan Family Office, LLC | 0.02% | New | 1,293 | $239K |
| Quent Capital, LLC | 0.02% | Reduce -6.2% | 1,282 | $237K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +0.8% | 1,250 | $231K |
| KBC Group NV | 0.00% | Add +26.9% | 1,244 | $230K |
| Sheets Smith Wealth Management | 0.03% | No change | 1,227 | $227K |
| Vise Technologies, Inc. | 0.02% | New | 1,212 | $224K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.2% | 1,193 | $221K |
| EMC Capital Management | 0.12% | No change | 1,190 | $220K |
| QRG Capital Management, Inc. | 0.00% | New | 1,189 | $220K |
| Verition Fund Management LLC | 0.00% | Reduce -81.1% | 1,187 | $220K |
| Bank of New Hampshire | 0.06% | Reduce -1.3% | 1,163 | $215K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | Reduce -15.0% | 1,150 | $213K |
| Squarepoint Ops LLC | 0.00% | Reduce -63.5% | 1,148 | $212K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,143 | $212K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +43.6% | 1,133 | $212K |
| SVB Wealth LLC | 0.00% | New | 1,128 | $209K |
| Shelton Capital Management | 0.01% | Reduce -11.5% | 1,125 | $208K |
| Bessemer Group Inc. | 0.00% | Add +3.5% | 1,119 | $207K |
| MAI Capital Management | 0.00% | Reduce -2.4% | 1,115 | $206K |
| Lingohr Asset Management GmbH | 0.42% | New | 1,100 | $204K |
| Parallel Advisors, LLC | 0.00% | Add +3.0% | 1,095 | $202K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.1% | 1,032 | $191K |
| GAMMA Investing LLC | 0.01% | Add +11.8% | 888 | $164K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.5% | 805 | $149K |
| Signaturefd, LLC | 0.00% | Reduce -19.9% | 733 | $136K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 659 | $122K |
| Bayforest Capital Ltd | 0.15% | — | 643 | $119K |
| CI Investments Inc. | 0.00% | Add +73.4% | 638 | $118K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.2% | 630 | $117K |
| Kapitalo Investimentos Ltda | 0.06% | Reduce -69.4% | 475 | $88K |
| Walleye Trading LLC | 0.00% | Add +43.0% | 449 | $83K |
| Smithfield Trust Co | 0.00% | No change | 410 | $76K |
| Covestor Ltd | 0.05% | Reduce -14.4% | 403 | $75K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.5% | 403 | $75K |
| New Age Alpha Advisors, LLC | 0.00% | New | 379 | $70K |
| Truvestments Capital LLC | 0.02% | No change | 330 | $61K |
| Whittier Trust Co. | 0.00% | No change | 325 | $60K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $59K |
| Fifth Third Bancorp | 0.00% | Reduce -7.1% | 312 | $58K |
| State of Wyoming | 0.01% | Reduce -44.9% | 303 | $56K |
| Quarry LP | 0.01% | Reduce -23.4% | 285 | $53K |
| Brooklyn Investment Group | 0.02% | No change | 275 | $51K |
| Venturi Wealth Management, LLC | 0.00% | No change | 265 | $49K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.4% | 256 | $47K |
| UMB Bank, n.a. | 0.00% | Add +37.1% | 255 | $47K |
| Huntington National Bank | 0.00% | Reduce -17.9% | 252 | $47K |
| Private Trust Co. NA | 0.00% | Add +131.9% | 218 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.1% | 210 | $39K |
| Danske Bank A/S | 0.00% | Reduce -99.0% | 200 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -8.1% | 194 | $36K |
| Allworth Financial LP | 0.00% | Add +6.2% | 172 | $32K |
| WealthCollab, LLC | 0.02% | No change | 163 | $30K |
| Lindbrook Capital, LLC | 0.00% | Add +11.4% | 146 | $27K |
| Jones Financial Companies LLLP | 0.00% | Add +79.5% | 140 | $26K |
| Altshuler Shaham Ltd | 0.00% | Reduce -6.1% | 139 | $26K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -33.9% | 125 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.3% | 111 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 109 | $20K |
| Versant Capital Management, Inc | 0.00% | Add +125.5% | 106 | $20K |
| IFP Advisors, Inc | 0.00% | Add +30.1% | 95 | $18K |
| Rise Advisors, LLC | 0.01% | No change | 93 | $17K |
| Addison Advisors LLC | 0.00% | No change | 79 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -1.3% | 79 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 73 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -16.1% | 68 | $13K |
| Millstone Evans Group, LLC | 0.01% | — | 66 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 61 | $11K |
| Elequin Capital, LP | 0.00% | New | 61 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +83.3% | 55 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $10K |
| Promethos Capital, LLC | 0.00% | No change | 50 | $9K |
| Golden State Wealth Management, LLC | 0.00% | — | 47 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -6.7% | 42 | $8K |
| Eagle Bay Advisors LLC | 0.00% | No change | 41 | $8K |
| First Pacific Financial | 0.00% | No change | 39 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $6K |
| Principal Securities, Inc. | 0.00% | Reduce -10.8% | 33 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 30 | $6K |
| Hemington Wealth Management | 0.00% | Add +47.6% | 31 | $5K |
| Key Financial Inc | 0.00% | No change | 27 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 25 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 25 | $5K |
| WPG Advisers, LLC | 0.00% | — | 24 | $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 |
| Geneos Wealth Management Inc. | 0.00% | No change | 22 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $4K |
| Grove Bank & Trust | 0.00% | New | 19 | $4K |
| LGT Financial Advisors LLC | 0.01% | No change | 18 | $3K |
| Global Retirement Partners, LLC | 0.00% | Reduce -80.7% | 18 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $3K |
| Mather Group, Llc. | 0.00% | Reduce -19.1% | 17 | $3K |
| Westend Capital Management, LLC | 0.00% | No change | 16 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 15 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 14 | $3K |
| HM Payson & Co. | 0.00% | No change | 14 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 12 | $2K |
| Lee Danner & Bass Inc. | 0.00% | New | 11 | $2K |
| Motco | 0.00% | No change | 11 | $2K |
| Headlands Technologies LLC | 0.00% | New | 11 | $2K |
| Sachetta, LLC | 0.00% | Add +42.9% | 10 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 9 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -27.3% | 8 | $1K |
| Arax Advisory Partners | 0.00% | Add +100.0% | 8 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 8 | $1K |
| Larson Financial Group LLC | 0.00% | New | 7 | $1K |
| Whipplewood Advisors, LLC | 0.00% | — | 6 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -89.7% | 6 | $1K |
| Avior Wealth Management, LLC | 0.00% | Reduce -40.0% | 6 | $1K |
| Avion Wealth | 0.00% | No change | 7 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 5 | $925 |
| HHM Wealth Advisors, LLC | 0.00% | New | 5 | $925 |
| Logan Capital Management Inc. | 0.00% | New | 4 | $740 |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $740 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $555 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $555 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $555 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $555 |
| Clearstead Advisors, LLC | 0.00% | New | 3 | $555 |
| Winch Advisory Services, LLC | 0.00% | New | 2 | $370 |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 2 | $370 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $185 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $185 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $92 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 1 | $0 |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.