Affiliated Managers GroupAMG
13F holders, Q1 2025 (March 31)396holders −12
33new positions
48sold out
9famous investors
$168.01avg. 13F price*
At the end of Q1 2025, 396 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, down 12 from Q4 2024. 33 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($503.2M), BlackRock, Inc. ($493.3M) and Morgan Stanley ($385.6M). 9 famous investors held it, including John W. Rogers Jr. (2.8% of Ariel Investments's portfolio), Israel Englander (0.2% of Millennium Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $20.1M |
| Exits | 48 | $53.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,538,610 shares bought and 2,186,516 shares sold, net −647,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Vanguard Group Inc. | 0.01% | Reduce -6.8% | 2,994,549 | $503.2M |
| BlackRock, Inc. | 0.01% | Reduce -1.1% | 2,935,775 | $493.3M |
| Morgan Stanley | 0.03% | Add +0.6% | 2,294,529 | $385.6M |
| Clarkston Capital Partners, LLC | 5.26% | Add +0.8% | 1,585,324 | $266.4M |
| Ariel Investments | 2.78% | Reduce -1.2% | 1,407,151 | $236.4M |
| Millennium Management | 0.21% | Add +314.3% | 1,265,655 | $212.7M |
| Boston Partners | 0.23% | Reduce -2.5% | 1,154,791 | $194.0M |
| State Street Corp. | 0.01% | Reduce -2.4% | 997,930 | $167.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -6.8% | 709,366 | $119.2M |
| Lyrical Asset Management LP | 1.55% | Reduce -1.9% | 606,249 | $101.9M |
| Fuller & Thaler Asset Management, Inc. | 0.36% | Add +0.2% | 555,231 | $93.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 542,693 | $91.2M |
| Southeastern Asset Management Inc. | 4.30% | Reduce -31.7% | 479,771 | $80.6M |
| LSV Asset Management | 0.19% | Add +10.4% | 468,084 | $78.7M |
| Channing Capital Management, LLC | 2.25% | Reduce -13.7% | 444,192 | $74.6M |
| Northern Trust Corp. | 0.01% | Add +10.2% | 385,292 | $64.7M |
| Citadel Advisors | 0.06% | Add +1.1% | 354,831 | $59.6M |
| Norges Bank | 0.01% | Reduce -5.0% | 352,676 | $59.3M |
| Kiltearn Partners LLP | 10.43% | Reduce -14.5% | 325,614 | $54.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.8% | 318,466 | $53.5M |
| Allianz Asset Management GmbH | 0.08% | Reduce -9.9% | 309,527 | $52.0M |
| Bruni J V & Co. | 5.81% | Reduce -1.4% | 297,598 | $50.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 277,149 | $46.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.5% | 232,981 | $39.1M |
| FMR LLC | 0.00% | Reduce -5.1% | 202,591 | $34.0M |
| First Trust Advisors LP | 0.03% | Reduce -8.7% | 198,634 | $33.4M |
| LGT Capital Partners LTD. | 1.47% | Reduce -28.1% | 197,118 | $33.1M |
| Bank of America Corp. | 0.00% | Add +5.7% | 196,567 | $33.0M |
| Fisher Asset Management | 0.01% | Add +8.1% | 168,783 | $28.4M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -3.2% | 165,710 | $27.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 146,600 | $24.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.6% | 141,733 | $23.8M |
| Victory Capital Management Inc. | 0.02% | Add +13.7% | 134,816 | $22.7M |
| Invesco Ltd. | 0.00% | Reduce -49.8% | 134,384 | $22.6M |
| New York State Common Retirement Fund | 0.03% | Reduce -34.6% | 125,970 | $21.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.8% | 125,048 | $21.0M |
| UBS Group AG | 0.00% | Reduce -13.6% | 120,659 | $20.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.3% | 113,353 | $19.0M |
| Great Lakes Advisors, LLC | 0.16% | Reduce -3.4% | 106,270 | $17.9M |
| North Star Asset Management Inc. | 0.78% | Add +0.2% | 102,144 | $17.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.1% | 98,094 | $16.5M |
| Nuveen, LLC | 0.00% | — | 95,577 | $16.1M |
| Macquarie Group Ltd. | 0.02% | Reduce -0.6% | 88,070 | $14.8M |
| Barclays PLC | 0.01% | Reduce -2.0% | 87,988 | $14.8M |
| Rhumbline Advisers | 0.01% | Reduce -4.3% | 81,856 | $13.8M |
| Bridgewater Associates | 0.06% | Add +16.1% | 81,114 | $13.6M |
| Goodman Financial Corp | 2.93% | Add +1.6% | 80,806 | $13.6M |
| Basswood Capital Management, L.L.C. | 0.75% | Reduce -36.4% | 79,041 | $13.3M |
| Brandywine Global Investment Management, LLC | 0.09% | Add +55.3% | 76,293 | $12.8M |
| Los Angeles Capital Management LLC | 0.06% | Reduce -5.3% | 74,213 | $12.5M |
| Reinhart Partners, Llc. | 0.43% | Reduce -6.1% | 70,243 | $11.8M |
| Algert Global LLC | 0.29% | Reduce -33.6% | 69,240 | $11.6M |
| Man Group plc | 0.04% | Add +1.8% | 68,222 | $11.5M |
| Wallace Capital Management Inc. | 1.45% | Reduce -0.7% | 67,495 | $11.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.8% | 67,381 | $11.3M |
| California Public Employees Retirement System | 0.01% | Reduce -1.4% | 67,069 | $11.3M |
| Cambria Investment Management, L.P. | 0.77% | Reduce -9.2% | 65,851 | $11.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.4% | 59,236 | $10.0M |
| Swiss National Bank | 0.01% | No change | 58,600 | $9.8M |
| Deutsche Bank AG | 0.00% | Add +16.8% | 55,611 | $9.3M |
| Verition Fund Management LLC | 0.05% | Add +4499.1% | 54,591 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.4% | 53,727 | $9.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -24.1% | 53,243 | $8.9M |
| Franklin Resources Inc. | 0.00% | Reduce -36.0% | 52,872 | $8.9M |
| Wells Fargo & Company | 0.00% | Reduce -16.1% | 52,505 | $8.8M |
| North Reef Capital Management LP | 0.36% | Add +82.6% | 50,000 | $8.4M |
| Sei Investments Co. | 0.01% | Add +2.4% | 48,666 | $8.2M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 48,565 | $8.2M |
| Renaissance Technologies | 0.01% | Add +3.5% | 47,000 | $7.9M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -17.8% | 43,289 | $7.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -1.5% | 43,228 | $7.3M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -5.5% | 42,847 | $7.2M |
| Nordea Investment Management AB | 0.01% | Reduce -1.7% | 42,294 | $7.0M |
| Polar Capital Holdings Plc | 0.04% | Reduce -31.1% | 38,944 | $6.5M |
| Storebrand Asset Management As | 0.02% | No change | 38,578 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.0% | 37,936 | $6.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -9.9% | 37,098 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 36,603 | $6.2M |
| Calamos Advisors LLC | 0.04% | No change | 35,430 | $6.0M |
| Corebridge Financial, Inc. | 0.03% | Reduce -5.5% | 32,319 | $5.4M |
| State of Wisconsin Investment Board | 0.01% | Add +1.1% | 30,202 | $5.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -11.6% | 29,579 | $5.0M |
| Voya Investment Management LLC | 0.01% | Add +52.2% | 28,703 | $4.8M |
| Assetmark, Inc. | 0.01% | Reduce -0.5% | 28,571 | $4.8M |
| HRT Financial LP | 0.03% | Add +1558.4% | 27,596 | $4.6M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 27,544 | $4.6M |
| Sterling Capital Management LLC | 0.07% | Reduce -0.8% | 26,301 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.4% | 26,081 | $4.4M |
| Invenomic Capital Management LP | 0.22% | New | 25,954 | $4.4M |
| GMO | 0.01% | Add +4.7% | 25,365 | $4.3M |
| Quantinno Capital Management LP | 0.03% | Add +70.4% | 25,056 | $4.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $4.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 23,538 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.8% | 23,093 | $3.9M |
| Nicola Wealth Management LTD. | 0.36% | Add +37.5% | 22,000 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -12.3% | 19,631 | $3.3M |
| Amundi | 0.00% | Add +1.1% | 20,542 | $3.2M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -0.1% | 18,435 | $3.1M |
| Poehling Capital Management, INC. | 0.78% | Reduce -0.3% | 18,404 | $3.1M |
| Bank of Montreal | 0.00% | Add +2.9% | 18,350 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -7.0% | 18,078 | $3.0M |
| Amplius Wealth Advisors, LLC | 0.30% | Reduce -0.0% | 17,195 | $2.9M |
| Alaska Permanent Fund Corp | 0.04% | No change | 17,371 | $2.9M |
| Seascape Capital Management | 0.98% | Add +3.4% | 16,740 | $2.8M |
| Moran Wealth Management, LLC | 0.09% | New | 16,632 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.5% | 16,256 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | New | 16,232 | $2.7M |
| CWC Advisors, LLC. | 1.53% | Add +47.9% | 16,023 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +5.2% | 15,173 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.7% | 15,059 | $2.5M |
| Long Road Investment Counsel, LLC | 0.98% | Add +3.7% | 15,021 | $2.5M |
| XTX Topco Ltd | 0.13% | Add +189.9% | 14,695 | $2.5M |
| Kestra Investment Management, LLC | 0.05% | Add +213.1% | 14,577 | $2.4M |
| Carnegie Investment Counsel | 0.06% | Reduce -0.4% | 16,738 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +102.5% | 14,405 | $2.4M |
| Caisse de depot et placement du Quebec | 0.00% | New | 13,900 | $2.3M |
| Amalgamated Bank | 0.02% | Reduce -6.8% | 13,394 | $2.3M |
| Quantbot Technologies LP | 0.07% | New | 12,918 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 12,853 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 12,840 | $2.2M |
| STRS Ohio | 0.01% | Add +6.7% | 12,805 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.3% | 12,795 | $2.1M |
| Henshaw Capital LLC | 0.09% | Reduce -25.2% | 12,715 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -10.0% | 12,487 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +19.9% | 12,291 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -1.6% | 12,249 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -47.9% | 11,987 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -13.4% | 11,942 | $2.0M |
| Comerica Bank | 0.01% | Reduce -5.2% | 11,900 | $2.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 11,745 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.7% | 11,662 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 11,586 | $1.9M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.11% | No change | 11,550 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -5.2% | 11,231 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 11,062 | $1.9M |
| Moody Aldrich Partners LLC | 0.39% | No change | 10,948 | $1.8M |
| Penn Capital Management Company, LLC | 0.18% | Reduce -86.4% | 10,789 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.5% | 10,919 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.1% | 10,832 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +0.5% | 10,737 | $1.8M |
| Danske Bank A/S | 0.01% | Add +5067.5% | 10,335 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +4.6% | 9,922 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | No change | 9,300 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -41.8% | 9,201 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -26.6% | 9,176 | $1.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -9.7% | 9,146 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +0.3% | 8,669 | $1.5M |
| Wedge Capital Management L L P | 0.03% | Add +16.5% | 8,534 | $1.4M |
| Martingale Asset Management L P | 0.04% | Reduce -52.1% | 8,465 | $1.4M |
| American Century Companies Inc. | 0.00% | Reduce -83.4% | 8,448 | $1.4M |
| Alberta Investment Management Corp | 0.01% | No change | 8,400 | $1.4M |
| Diversified Trust Co. | 0.03% | Reduce -0.5% | 8,236 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.4% | 8,200 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 8,124 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | No change | 8,000 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -84.5% | 7,974 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | New | 7,960 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -60.7% | 7,825 | $1.3M |
| Redwood Investment Management, LLC | 0.14% | Add +0.9% | 7,775 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -16.7% | 7,658 | $1.3M |
| Commerce Bank | 0.01% | Reduce -3.7% | 7,541 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +210.0% | 7,415 | $1.2M |
| Wellington Management Group LLP | 0.00% | Reduce -5.4% | 7,243 | $1.2M |
| State of Michigan Retirement System | 0.01% | Reduce -1.4% | 7,019 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Reduce -21.4% | 7,000 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +4.8% | 6,994 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -6.5% | 6,913 | $1.2M |
| SkyView Investment Advisors, LLC | 0.17% | Add +6.3% | 6,771 | $1.1M |
| Carrera Capital Advisors | 0.25% | Add +13.6% | 6,756 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -6.3% | 6,723 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -3.2% | 6,504 | $1.1M |
| New Mexico Educational Retirement Board | 0.04% | No change | 6,500 | $1.1M |
| Sepio Capital, LP | 0.09% | Reduce -1.0% | 6,400 | $1.1M |
| Creative Planning | 0.00% | Reduce -4.5% | 6,072 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -3.3% | 5,947 | $999K |
| Regions Financial Corp. | 0.01% | Reduce -11.7% | 5,946 | $999K |
| Citadel Investment Advisory, Inc. | 0.49% | Add +0.8% | 5,939 | $998K |
| Edgestream Partners, L.P. | 0.03% | Add +7.4% | 5,920 | $995K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -5.9% | 5,756 | $967K |
| Cerity Partners LLC | 0.00% | Reduce -39.4% | 5,645 | $949K |
| OneDigital Investment Advisors LLC | 0.01% | Add +10.1% | 5,508 | $926K |
| Cetera Investment Advisers | 0.00% | Add +89.1% | 5,481 | $921K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.8% | 5,434 | $913K |
| Kennondale Capital Management LLC | 0.90% | No change | 4,892 | $822K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.9% | 4,816 | $809K |
| Pictet Asset Management Holding SA | 0.00% | Add +3.3% | 4,771 | $801K |
| Bayforest Capital Ltd | 0.34% | Add +632.5% | 4,710 | $791K |
| LPL Financial LLC | 0.00% | Add +3.6% | 4,665 | $784K |
| Blue Trust, Inc. | 0.01% | Add +3.9% | 4,623 | $777K |
| Quadrature Capital Ltd | 0.02% | Reduce -75.8% | 4,463 | $750K |
| Mariner, LLC | 0.00% | Reduce -5.9% | 4,351 | $731K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -7.5% | 4,300 | $723K |
| Axq Capital, LP | 0.28% | Reduce -10.8% | 4,196 | $705K |
| L2 Asset Management, LLC | 0.14% | Add +139.4% | 4,070 | $684K |
| Kendall Capital Management | 0.20% | Reduce -0.3% | 4,000 | $672K |
| Foundry Partners, LLC | 0.04% | Add +1.2% | 3,957 | $665K |
| US Bancorp \de | 0.00% | Add +15.8% | 3,957 | $665K |
| Legacy Wealth Asset Management, LLC | 0.18% | Reduce -1.8% | 3,911 | $657K |
| Mackenzie Financial Corp. | 0.00% | Reduce -50.6% | 3,873 | $651K |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.4% | 3,658 | $615K |
| Focus Partners Wealth | 0.00% | Reduce -1.2% | 3,650 | $613K |
| Oak Thistle LLC | 0.12% | Add +32.4% | 3,629 | $610K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.5% | 3,530 | $593K |
| Welch & Forbes LLC | 0.01% | Reduce -4.1% | 3,500 | $588K |
| Genus Capital Management Inc. | 0.09% | — | 3,490 | $586K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.0% | 3,457 | $581K |
| Xponance LLC | 0.01% | Reduce -9.0% | 3,420 | $575K |
| &partners | 0.01% | Add +28.0% | 3,338 | $559K |
| Prudential Financial Inc. | 0.00% | Reduce -34.5% | 2,960 | $547K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.6% | 3,232 | $543K |
| Forte Capital LLC | 0.06% | Add +12.5% | 3,215 | $540K |
| Wilkinson Global Asset Management LLC | 0.03% | Reduce -5.9% | 3,200 | $538K |
| Hillsdale Investment Management Inc. | 0.03% | Add +3.2% | 3,190 | $536K |
| Corus Family Wealth Advisors | 0.36% | Reduce -14.4% | 3,170 | $533K |
| Guinness Asset Management LTD | 0.01% | Reduce -6.1% | 3,122 | $525K |
| Quadrant Capital Group LLC | 0.02% | Add +392.9% | 3,105 | $522K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.3% | 3,097 | $520K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.1% | 3,075 | $517K |
| Ethic Inc. | 0.01% | Reduce -22.9% | 2,992 | $507K |
| Dodge & Cox | 0.00% | Reduce -53.9% | 3,000 | $504K |
| Radnor Capital Management, LLC | 0.08% | No change | 2,970 | $499K |
| Polymer Capital Management (US) LLC | 0.15% | New | 2,943 | $495K |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 2,828 | $475K |
| AdvisorShares Investments LLC | 0.09% | Add +3.9% | 2,800 | $474K |
| Vident Advisory, LLC | 0.01% | Reduce -4.0% | 2,767 | $465K |
| National Bank of Canada | 0.00% | Add +12.6% | 2,767 | $465K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,719 | $457K |
| Gabelli Funds LLC | 0.00% | Reduce -4.6% | 2,669 | $448K |
| EP Wealth Advisors, LLC | 0.00% | Add +48.3% | 2,616 | $440K |
| GAMCO Investors | 0.00% | Add +0.5% | 2,614 | $439K |
| RBF Capital, LLC | 0.03% | No change | 2,600 | $437K |
| Asset Management One Co., Ltd. | 0.00% | No change | 2,588 | $435K |
| Atria Investments, Inc | 0.01% | Reduce -8.9% | 2,525 | $424K |
| Harbor Advisors LLC | 0.07% | No change | 2,500 | $420K |
| Quantum Portfolio Management LLC | 0.21% | Reduce -50.4% | 2,449 | $412K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.9% | 2,427 | $408K |
| Jefferies Financial Group Inc. | 0.01% | New | 2,411 | $405K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 2,394 | $402K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.0% | 2,361 | $397K |
| OP Asset Management Ltd | 0.01% | — | 2,346 | $394K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.5% | 2,290 | $385K |
| Truist Financial Corp. | 0.00% | Reduce -15.9% | 2,270 | $381K |
| Vestcor Inc | 0.01% | No change | 2,243 | $377K |
| Securian Asset Management, Inc. | 0.01% | No change | 2,218 | $373K |
| South Dakota Investment Council | 0.01% | No change | 2,188 | $368K |
| Pacer Advisors, Inc. | 0.00% | Reduce -60.5% | 2,160 | $363K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.1% | 2,128 | $358K |
| Horizon Kinetics Asset Management LLC | 0.00% | Add +17.5% | 2,085 | $350K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.5% | 2,037 | $342K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -35.4% | 2,009 | $338K |
| CenterBook Partners LP | 0.02% | Reduce -65.2% | 1,973 | $332K |
| M&T Bank Corp | 0.00% | Add +4.8% | 1,956 | $329K |
| United Services Automobile Association | 0.01% | New | 1,919 | $321K |
| Farther Finance Advisors, LLC | 0.01% | Add +785.2% | 1,859 | $315K |
| Procyon Advisors, LLC | 0.02% | Add +1.7% | 1,851 | $311K |
| Advisory Services Network, LLC | 0.01% | Reduce -57.6% | 1,829 | $307K |
| Hancock Whitney Corp. | 0.01% | Reduce -5.6% | 1,823 | $306K |
| Greenleaf Trust | 0.00% | Reduce -0.1% | 1,802 | $303K |
| Bailard, Inc. | 0.01% | New | 1,800 | $302K |
| Callan Capital, LLC | 0.02% | Add +1.2% | 1,758 | $295K |
| Osaic Holdings, Inc. | 0.00% | Add +66.6% | 1,719 | $289K |
| SG Americas Securities, LLC | 0.00% | Reduce -94.3% | 1,677 | $282K |
| Ritholtz Wealth Management | 0.01% | Reduce -12.0% | 1,653 | $278K |
| Highland Capital Management, LLC | 0.02% | New | 1,600 | $269K |
| Utah Retirement Systems | 0.00% | No change | 1,600 | $269K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -4.3% | 1,576 | $265K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,567 | $263K |
| Investment Partners, LTD. | 0.11% | Reduce -3.8% | 1,525 | $256K |
| HSBC Holdings PLC | 0.00% | Reduce -58.5% | 1,518 | $255K |
| CW Advisors, LLC | 0.00% | Add +10.2% | 1,440 | $242K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 1,443 | $242K |
| Evergreen Capital Management LLC | 0.01% | Reduce -5.8% | 1,428 | $240K |
| Cadent Capital Advisors, LLC | 0.09% | No change | 1,410 | $237K |
| Cetera Trust Company, N.A | 0.15% | No change | 1,410 | $237K |
| Forum Financial Management, LP | 0.00% | New | 1,382 | $232K |
| Ontario Teachers Pension Plan Board | 0.00% | Reduce -44.6% | 1,353 | $227K |
| Tolleson Wealth Management, Inc. | 0.04% | Reduce -5.3% | 1,319 | $222K |
| Bessemer Group Inc. | 0.00% | Add +17.1% | 1,310 | $221K |
| Allegheny Financial Group | 0.06% | Reduce -4.6% | 1,310 | $220K |
| KBC Group NV | 0.00% | Add +2.0% | 1,269 | $213K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +0.8% | 1,260 | $212K |
| ProShare Advisors LLC | 0.00% | Reduce -11.9% | 1,247 | $210K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -44.0% | 1,240 | $208K |
| Sheets Smith Wealth Management | 0.03% | No change | 1,227 | $206K |
| Quent Capital, LLC | 0.02% | Reduce -5.4% | 1,213 | $204K |
| Gallacher Capital Management LLC | 0.10% | New | 1,206 | $203K |
| EMC Capital Management | 0.12% | No change | 1,190 | $200K |
| Parallel Advisors, LLC | 0.00% | Add +6.8% | 1,170 | $197K |
| MAI Capital Management | 0.00% | Add +3.8% | 1,157 | $194K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,143 | $190K |
| Bank of New Hampshire | 0.05% | Reduce -5.1% | 1,104 | $186K |
| AlphaQuest LLC | 0.02% | Reduce -26.8% | 1,079 | $181K |
| TD Private Client Wealth LLC | 0.00% | Add +16.5% | 938 | $158K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.8% | 797 | $134K |
| GAMMA Investing LLC | 0.01% | Reduce -15.5% | 750 | $126K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.8% | 737 | $124K |
| CI Investments Inc. | 0.00% | Add +11.1% | 709 | $119K |
| Signaturefd, LLC | 0.00% | Reduce -11.2% | 651 | $109K |
| Quarry LP | 0.02% | Add +44.2% | 411 | $69K |
| Lindbrook Capital, LLC | 0.01% | Add +178.8% | 407 | $68K |
| Smithfield Trust Co | 0.00% | No change | 410 | $68K |
| Brooklyn Investment Group | 0.01% | Add +37.1% | 377 | $63K |
| Fifth Third Bancorp | 0.00% | Add +16.0% | 362 | $61K |
| Rossby Financial, LCC | 0.02% | New | 347 | $56K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 335 | $56K |
| Truvestments Capital LLC | 0.01% | No change | 330 | $55K |
| Whittier Trust Co. | 0.00% | No change | 325 | $55K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $54K |
| SVB Wealth LLC | 0.00% | Reduce -73.0% | 305 | $51K |
| Private Trust Co. NA | 0.01% | Add +38.1% | 301 | $51K |
| UMB Bank, n.a. | 0.00% | Add +16.9% | 298 | $50K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 256 | $43K |
| Covestor Ltd | 0.03% | Reduce -40.0% | 242 | $41K |
| Huntington National Bank | 0.00% | Reduce -6.3% | 236 | $40K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 216 | $36K |
| First Horizon Advisors, Inc. | 0.00% | No change | 194 | $33K |
| Versant Capital Management, Inc | 0.01% | Add +70.8% | 181 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -56.8% | 174 | $29K |
| Millstone Evans Group, LLC | 0.02% | Add +154.6% | 168 | $28K |
| WealthCollab, LLC | 0.02% | No change | 163 | $27K |
| Goodman Advisory Group, LLC | 0.01% | New | 161 | $27K |
| Jones Financial Companies LLLP | 0.00% | Add +13.6% | 159 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +33.3% | 148 | $25K |
| Arax Advisory Partners | 0.00% | Add +1537.5% | 131 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +60.8% | 127 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.2% | 121 | $20K |
| IFP Advisors, Inc | 0.00% | Add +20.0% | 114 | $19K |
| Matrix Trust Co | 0.00% | New | 109 | $18K |
| Altshuler Shaham Ltd | 0.00% | Reduce -25.9% | 103 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Add +126.2% | 95 | $16K |
| Allworth Financial LP | 0.00% | Reduce -47.7% | 90 | $15K |
| Rise Advisors, LLC | 0.01% | Reduce -19.4% | 75 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | New | 75 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 73 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 68 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -33.9% | 72 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 61 | $10K |
| Continuum Advisory, LLC | 0.00% | Add +366.7% | 56 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 55 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $9K |
| Promethos Capital, LLC | 0.00% | No change | 50 | $8K |
| Golden State Wealth Management, LLC | 0.00% | No change | 47 | $8K |
| Addison Advisors LLC | 0.00% | Reduce -45.6% | 43 | $7K |
| First Pacific Financial | 0.00% | No change | 39 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Add +77.3% | 39 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 33 | $6K |
| Hemington Wealth Management | 0.00% | Add +29.0% | 40 | $6K |
| Optiver Holding B.V. | 0.00% | New | 34 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 30 | $5K |
| North Capital, Inc. | 0.00% | — | 29 | $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 |
| CX Institutional | 0.00% | New | 22 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 23 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 23 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +64.3% | 23 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $3K |
| Grove Bank & Trust | 0.00% | No change | 19 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $3K |
| Elequin Capital, LP | 0.00% | Reduce -72.1% | 17 | $3K |
| Mather Group, Llc. | 0.00% | No change | 17 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -33.3% | 16 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 15 | $3K |
| HM Payson & Co. | 0.00% | No change | 14 | $2K |
| Oakworth Capital, Inc. | 0.00% | New | 13 | $2K |
| SouthState Bank Corp | 0.00% | New | 9 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 9 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 9 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -11.1% | 8 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 8 | $1K |
| ORG Partners LLC | 0.00% | New | 7 | $1K |
| Sachetta, LLC | 0.00% | Reduce -30.0% | 7 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +183.3% | 17 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $1K |
| Avion Wealth | 0.00% | No change | 7 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 6 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 4 | $672 |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $672 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $508 |
| True Wealth Design, LLC | 0.00% | New | 3 | $505 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $505 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $505 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $504 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 2 | $337 |
| Activest Wealth Management | 0.00% | New | 2 | $336 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 2 | $336 |
| Private Wealth Asset Management, LLC | 0.00% | — | 2 | $336 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $169 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $168 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $168 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $168 |
| Hexagon Capital Partners LLC | 0.00% | New | 1 | $168 |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.