Affiliated Managers GroupAMG
13F holders, Q2 2025 (June 30)433holders +37
81new positions
43sold out
11famous investors
$196.77avg. 13F price*
At the end of Q2 2025, 433 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 37 from Q1 2025. 81 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($555.4M), Vanguard Group Inc. ($553.3M) and Morgan Stanley ($397.0M). 11 famous investors held it, including John W. Rogers Jr. (3.0% of Ariel Investments's portfolio), Israel Englander (0.3% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Affiliated Managers Group
- CUSIP
- 008252108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $81.5M |
| Exits | 43 | $61.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,760,404 shares bought and 2,612,619 shares sold, net −852,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 433 holders
| BlackRock, Inc. | 0.01% | Reduce -3.9% | 2,822,700 | $555.4M |
| Vanguard Group Inc. | 0.01% | Reduce -6.1% | 2,812,114 | $553.3M |
| Morgan Stanley | 0.03% | Reduce -12.1% | 2,017,494 | $397.0M |
| Millennium Management | 0.29% | Add +24.0% | 1,569,326 | $308.8M |
| Clarkston Capital Partners, LLC | 6.00% | Reduce -9.5% | 1,435,354 | $282.4M |
| Ariel Investments | 3.02% | Reduce -3.7% | 1,355,075 | $266.6M |
| Boston Partners | 0.25% | Reduce -1.9% | 1,133,127 | $223.0M |
| State Street Corp. | 0.01% | Reduce -1.7% | 980,889 | $193.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.7% | 676,225 | $133.1M |
| Citadel Advisors | 0.11% | Add +80.3% | 639,788 | $125.9M |
| Fuller & Thaler Asset Management, Inc. | 0.41% | Add +2.8% | 570,857 | $112.3M |
| Lyrical Asset Management LP | 1.53% | Reduce -11.1% | 539,040 | $106.1M |
| Geode Capital Management, LLC | 0.01% | Reduce -7.1% | 504,358 | $99.3M |
| LSV Asset Management | 0.22% | Add +1.7% | 476,224 | $93.7M |
| Channing Capital Management, LLC | 2.36% | Reduce -3.1% | 430,464 | $84.7M |
| Norges Bank | 0.01% | Add +3.4% | 364,786 | $71.8M |
| Allianz Asset Management GmbH | 0.09% | Add +10.8% | 342,942 | $67.5M |
| Northern Trust Corp. | 0.01% | Reduce -13.0% | 335,151 | $65.9M |
| Balyasny Asset Management L.P. | 0.14% | Add +3811.8% | 311,383 | $61.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.2% | 311,367 | $61.3M |
| Kiltearn Partners LLP | 11.87% | Reduce -7.8% | 300,114 | $59.1M |
| Bruni J V & Co. | 6.08% | Reduce -1.3% | 293,735 | $57.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.7% | 255,779 | $50.3M |
| First Trust Advisors LP | 0.04% | Add +18.1% | 234,679 | $46.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.5% | 234,080 | $46.1M |
| FMR LLC | 0.00% | Reduce -8.2% | 185,985 | $36.6M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 184,640 | $36.3M |
| UBS Group AG | 0.01% | Add +47.1% | 177,441 | $34.9M |
| Fisher Asset Management | 0.01% | Reduce -0.2% | 168,374 | $33.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +13.1% | 160,277 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 138,865 | $27.3M |
| New York State Common Retirement Fund | 0.03% | Add +0.3% | 126,415 | $24.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.8% | 121,104 | $23.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.8% | 117,747 | $23.2M |
| Bridgewater Associates | 0.09% | Add +35.9% | 110,248 | $21.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -20.4% | 107,345 | $21.1M |
| North Star Asset Management Inc. | 0.85% | Reduce -0.1% | 102,081 | $20.1M |
| Holocene Advisors, LP | 0.05% | New | 100,953 | $19.9M |
| Jacobs Levy Equity Management, Inc. | 0.08% | Reduce -39.4% | 100,422 | $19.8M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.9% | 97,232 | $19.1M |
| Treasurer of the State of North Carolina | 0.06% | Add +124.5% | 96,177 | $18.9M |
| Barclays PLC | 0.01% | Add +7.8% | 94,843 | $18.7M |
| Macquarie Group Ltd. | 0.02% | Add +1.6% | 89,470 | $17.6M |
| Invesco Ltd. | 0.00% | Reduce -38.8% | 82,261 | $16.2M |
| Goodman Financial Corp | 3.25% | Add +1.8% | 82,256 | $16.2M |
| Rhumbline Advisers | 0.01% | Reduce -4.0% | 78,601 | $15.5M |
| Brandywine Global Investment Management, LLC | 0.11% | Reduce -1.3% | 75,336 | $14.8M |
| Man Group plc | 0.03% | Add +8.6% | 74,077 | $14.6M |
| Los Angeles Capital Management LLC | 0.05% | Reduce -1.7% | 72,965 | $14.4M |
| Nuveen, LLC | 0.00% | Reduce -28.2% | 68,586 | $13.5M |
| California Public Employees Retirement System | 0.01% | Add +0.3% | 67,234 | $13.2M |
| Wallace Capital Management Inc. | 1.80% | Reduce -0.6% | 67,085 | $13.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.4% | 64,442 | $12.7M |
| Reinhart Partners, Llc. | 0.43% | Reduce -8.3% | 64,410 | $12.7M |
| LGT Capital Partners LTD. | 0.54% | Reduce -68.6% | 61,815 | $12.2M |
| Sei Investments Co. | 0.01% | Add +24.7% | 60,672 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.3% | 58,721 | $11.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.7% | 57,648 | $11.3M |
| Cambria Investment Management, L.P. | 0.76% | Reduce -13.1% | 57,232 | $11.3M |
| Algert Global LLC | 0.24% | Reduce -17.4% | 57,220 | $11.3M |
| Swiss National Bank | 0.01% | Reduce -6.1% | 55,000 | $10.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 51,394 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Add +39.3% | 51,001 | $10.0M |
| Deutsche Bank AG | 0.00% | Reduce -8.4% | 50,932 | $10.0M |
| Quantinno Capital Management LP | 0.04% | Add +101.8% | 50,561 | $9.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 48,220 | $9.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -11.6% | 47,072 | $9.3M |
| Jane Street Group, LLC | 0.01% | Add +287.7% | 44,922 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -5.5% | 44,400 | $8.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +0.0% | 43,243 | $8.5M |
| Nordea Investment Management AB | 0.01% | Reduce -0.3% | 42,172 | $8.2M |
| Alliancebernstein L.P. | 0.00% | Add +7.7% | 40,853 | $8.0M |
| Polar Capital Holdings Plc | 0.04% | Add +1.4% | 39,473 | $7.8M |
| Storebrand Asset Management As | 0.02% | No change | 38,578 | $7.6M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.8% | 36,813 | $7.2M |
| Franklin Resources Inc. | 0.00% | Reduce -32.1% | 35,877 | $7.1M |
| Calamos Advisors LLC | 0.04% | No change | 35,430 | $7.0M |
| Point72 Asset Management | 0.01% | New | 29,800 | $5.9M |
| Assetmark, Inc. | 0.01% | Add +2.7% | 29,345 | $5.8M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.6% | 28,509 | $5.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.24% | Add +144.6% | 28,250 | $5.6M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 27,452 | $5.4M |
| Voya Investment Management LLC | 0.01% | Reduce -6.9% | 26,734 | $5.3M |
| Sterling Capital Management LLC | 0.07% | Add +0.8% | 26,504 | $5.2M |
| Zacks Investment Management | 0.04% | New | 26,211 | $5.2M |
| Moran Wealth Management, LLC | 0.16% | Add +54.2% | 25,650 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.8% | 24,818 | $4.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.6% | 23,408 | $4.6M |
| Interval Partners, LP | 0.10% | New | 22,616 | $4.5M |
| Invenomic Capital Management LP | 0.25% | Reduce -13.7% | 22,398 | $4.4M |
| Nicola Wealth Management LTD. | 0.41% | No change | 22,000 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.1% | 21,235 | $4.2M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | New | 20,183 | $4.0M |
| Amplius Wealth Advisors, LLC | 0.36% | Add +14.0% | 19,596 | $3.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | New | 19,476 | $3.8M |
| Freestone Grove Partners LP | 0.03% | New | 18,940 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 18,699 | $3.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -57.3% | 18,482 | $3.6M |
| Illinois Municipal Retirement Fund | 0.05% | Add +43.6% | 18,434 | $3.6M |
| Poehling Capital Management, INC. | 0.85% | Reduce -0.1% | 18,392 | $3.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +99.1% | 18,209 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -1.3% | 18,205 | $3.6M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -2.5% | 17,619 | $3.5M |
| Seascape Capital Management | 1.04% | Reduce -0.0% | 16,737 | $3.3M |
| GMO | 0.01% | Reduce -34.1% | 16,721 | $3.3M |
| Tudor Investment Corporation | 0.02% | New | 16,498 | $3.2M |
| CWC Advisors, LLC. | 1.67% | Add +2.8% | 16,469 | $3.2M |
| Basswood Capital Management, L.L.C. | 0.16% | Reduce -79.8% | 15,955 | $3.1M |
| Carnegie Investment Counsel | 0.06% | Reduce -4.8% | 15,927 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +3.1% | 15,640 | $3.1M |
| Bank of Montreal | 0.00% | Reduce -14.9% | 15,613 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.5% | 15,170 | $3.0M |
| Long Road Investment Counsel, LLC | 1.11% | Add +0.5% | 15,096 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.1% | 14,239 | $2.8M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -6.1% | 14,138 | $2.8M |
| Amalgamated Bank | 0.02% | Reduce -2.0% | 13,119 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 12,853 | $2.5M |
| Intech Investment Management LLC | 0.02% | Add +15.9% | 12,441 | $2.4M |
| XTX Topco Ltd | 0.10% | Reduce -18.3% | 12,013 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -6.6% | 11,947 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.7% | 11,902 | $2.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 11,745 | $2.3M |
| Henshaw Capital LLC | 0.09% | Reduce -9.2% | 11,540 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -62.7% | 11,276 | $2.2M |
| Comerica Bank | 0.01% | Reduce -6.6% | 11,118 | $2.2M |
| &partners | 0.02% | Add +232.9% | 11,113 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 11,062 | $2.2M |
| Blair William & Co. | 0.01% | Reduce -11.1% | 10,885 | $2.1M |
| Point72 Europe (London) LLP | 0.11% | New | 10,838 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.0% | 10,732 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -2.9% | 10,604 | $2.1M |
| STRS Ohio | 0.01% | Reduce -17.6% | 10,547 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.5% | 10,342 | $2.0M |
| Schroder Investment Management Group | 0.00% | New | 10,247 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -9.2% | 10,196 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Add +0.2% | 9,942 | $2.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | New | 9,900 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +6.5% | 9,900 | $1.9M |
| Jump Financial, LLC | 0.02% | New | 9,723 | $1.9M |
| HRT Financial LP | 0.01% | Reduce -65.9% | 9,420 | $1.9M |
| Bastion Asset Management Inc. | 0.86% | New | 9,808 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -22.5% | 9,286 | $1.8M |
| Brevan Howard Capital Management LP | 0.02% | New | 9,076 | $1.8M |
| Marshall Wace, LLP | 0.00% | New | 8,749 | $1.7M |
| American Century Companies Inc. | 0.00% | Add +1.2% | 8,552 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -7.3% | 8,529 | $1.7M |
| Wedge Capital Management L L P | 0.03% | Reduce -0.4% | 8,502 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -7.9% | 8,449 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -3.1% | 8,400 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.4% | 8,000 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.9% | 7,974 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -0.4% | 7,939 | $1.6M |
| Moody Aldrich Partners LLC | 0.30% | Reduce -27.6% | 7,922 | $1.6M |
| Diversified Trust Co. | 0.03% | Reduce -4.1% | 7,896 | $1.6M |
| Penn Capital Management Company, LLC | 0.13% | Reduce -29.5% | 7,606 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -5.0% | 7,600 | $1.5M |
| Commerce Bank | 0.01% | No change | 7,541 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +4.4% | 7,304 | $1.4M |
| SkyView Investment Advisors, LLC | 0.20% | Add +3.3% | 6,997 | $1.4M |
| Kestra Investment Management, LLC | 0.04% | Reduce -52.0% | 7,004 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | No change | 7,000 | $1.4M |
| Redwood Investment Management, LLC | 0.15% | Reduce -10.4% | 6,966 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,913 | $1.4M |
| Southeastern Asset Management Inc. | 0.07% | Reduce -98.6% | 6,838 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -2.9% | 6,819 | $1.3M |
| Martingale Asset Management L P | 0.03% | Reduce -21.4% | 6,652 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | No change | 6,500 | $1.3M |
| Cwm, LLC | 0.00% | Reduce -3.5% | 6,486 | $1.3M |
| Citadel Investment Advisory, Inc. | 0.62% | Add +8.6% | 6,449 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -2.4% | 6,347 | $1.2M |
| Creative Planning | 0.00% | Add +3.9% | 6,307 | $1.2M |
| Cubist Systematic Strategies, LLC | 0.01% | New | 6,257 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.0% | 5,868 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.7% | 5,847 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +1.6% | 5,735 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 5,675 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -27.0% | 5,589 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -4.1% | 5,520 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 5,512 | $1.1M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.19% | New | 5,503 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +49.7% | 5,476 | $1.1M |
| Horizon Investments, LLC | 0.02% | New | 5,220 | $1.0M |
| Vise Technologies, Inc. | 0.04% | — | 5,131 | $1.0M |
| Entropy Technologies, LP | 0.08% | New | 4,987 | $981K |
| Kennondale Capital Management LLC | 0.98% | No change | 4,892 | $963K |
| Mariner, LLC | 0.00% | Add +10.6% | 4,813 | $947K |
| Traub Capital Management LLC | 0.87% | — | 4,775 | $940K |
| L2 Asset Management, LLC | 0.15% | Add +17.3% | 4,775 | $939K |
| Blue Trust, Inc. | 0.01% | Add +3.1% | 4,768 | $938K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 4,657 | $916K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.5% | 4,558 | $897K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.8% | 4,490 | $883K |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.3% | 4,311 | $848K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 4,221 | $831K |
| CSM Advisors, LLC | 0.02% | New | 4,058 | $798K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.3% | 3,896 | $767K |
| Legacy Wealth Asset Management, LLC | 0.19% | Reduce -1.2% | 3,864 | $760K |
| Kendall Capital Management | 0.20% | Reduce -3.6% | 3,855 | $759K |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.6% | 3,812 | $750K |
| Advisory Services Network, LLC | 0.01% | Add +93.9% | 3,547 | $744K |
| Oak Thistle LLC | 0.11% | Add +3.1% | 3,743 | $737K |
| Engineers Gate Manager LP | 0.01% | New | 3,593 | $707K |
| US Bancorp \de | 0.00% | Reduce -11.3% | 3,512 | $691K |
| Welch & Forbes LLC | 0.01% | No change | 3,500 | $689K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.4% | 3,443 | $677K |
| LPL Financial LLC | 0.00% | Reduce -26.2% | 3,441 | $677K |
| CW Advisors, LLC | 0.01% | Add +138.5% | 3,434 | $676K |
| Forte Capital LLC | 0.07% | Add +6.5% | 3,425 | $674K |
| Picton Mahoney Asset Management | 0.01% | New | 3,408 | $670K |
| Centiva Capital, LP | 0.04% | New | 3,371 | $663K |
| National Bank of Canada | 0.00% | Add +19.7% | 3,311 | $651K |
| Quadrature Capital Ltd | 0.01% | Reduce -27.6% | 3,230 | $635K |
| Guinness Asset Management LTD | 0.01% | Add +2.4% | 3,196 | $629K |
| Xponance LLC | 0.01% | Reduce -7.1% | 3,178 | $625K |
| Hillsdale Investment Management Inc. | 0.02% | Reduce -1.6% | 3,140 | $618K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.5% | 3,120 | $615K |
| Prudential Financial Inc. | 0.00% | Add +10.0% | 3,256 | $615K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.7% | 3,113 | $613K |
| Quadrant Capital Group LLC | 0.02% | Add +0.2% | 3,110 | $612K |
| SG Americas Securities, LLC | 0.00% | Add +84.0% | 3,086 | $607K |
| Dodge & Cox | 0.00% | No change | 3,000 | $590K |
| Readystate Asset Management LP | 0.04% | New | 2,986 | $588K |
| Radnor Capital Management, LLC | 0.09% | No change | 2,970 | $584K |
| Ethic Inc. | 0.01% | Reduce -3.1% | 2,899 | $573K |
| Focus Partners Wealth | 0.00% | Reduce -20.7% | 2,894 | $569K |
| Farther Finance Advisors, LLC | 0.01% | Add +54.2% | 2,866 | $564K |
| Summit Trail Advisors, LLC | 0.01% | New | 2,795 | $550K |
| Vident Advisory, LLC | 0.01% | Reduce -2.4% | 2,700 | $531K |
| Sepio Capital, LP | 0.04% | Reduce -58.0% | 2,688 | $529K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.5% | 2,617 | $527K |
| Stifel Financial Corp. | 0.00% | Reduce -5.7% | 2,668 | $525K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -2.1% | 2,662 | $524K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.5% | 2,602 | $512K |
| RBF Capital, LLC | 0.03% | No change | 2,600 | $512K |
| MQS Management LLC | 0.28% | New | 2,537 | $499K |
| Lecap Asset Management Ltd. | 0.17% | New | 2,509 | $494K |
| HighTower Advisors, LLC | 0.00% | Add +9.5% | 2,507 | $493K |
| Harbor Advisors LLC | 0.08% | No change | 2,500 | $492K |
| iSAM Funds (UK) Ltd | 0.11% | New | 2,473 | $487K |
| Genus Capital Management Inc. | 0.06% | Reduce -29.5% | 2,460 | $484K |
| Truist Financial Corp. | 0.00% | Add +6.1% | 2,409 | $474K |
| GAMCO Investors | 0.00% | Reduce -8.2% | 2,400 | $472K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 2,400 | $472K |
| AdvisorShares Investments LLC | 0.09% | Reduce -14.5% | 2,395 | $471K |
| Gabelli Funds LLC | 0.00% | Reduce -10.7% | 2,383 | $469K |
| Quantum Portfolio Management LLC | 0.22% | Reduce -4.0% | 2,350 | $462K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -83.1% | 2,347 | $462K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.8% | 2,343 | $461K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.9% | 2,308 | $454K |
| Quantbot Technologies LP | 0.01% | Reduce -82.4% | 2,272 | $447K |
| Vestcor Inc | 0.01% | No change | 2,243 | $441K |
| Squarepoint Ops LLC | 0.00% | New | 2,231 | $439K |
| Securian Asset Management, Inc. | 0.01% | No change | 2,218 | $436K |
| Corus Family Wealth Advisors | 0.31% | Reduce -30.7% | 2,197 | $432K |
| South Dakota Investment Council | 0.01% | No change | 2,188 | $431K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -27.3% | 2,139 | $421K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +58.1% | 2,139 | $421K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 2,085 | $410K |
| Aviva PLC | 0.00% | New | 2,085 | $410K |
| CenterBook Partners LP | 0.02% | Add +4.6% | 2,063 | $406K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.5% | 2,019 | $397K |
| Hancock Whitney Corp. | 0.01% | Add +2.5% | 1,868 | $368K |
| Aquatic Capital Management LLC | 0.01% | New | 1,859 | $366K |
| Captrust Financial Advisors | 0.00% | Reduce -85.0% | 1,793 | $353K |
| Greenleaf Trust | 0.00% | Reduce -1.4% | 1,776 | $349K |
| Glenmede Investment Management, LP | 0.00% | — | 1,725 | $339K |
| Callan Family Office, LLC | 0.01% | New | 1,713 | $337K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,639 | $323K |
| M&T Bank Corp | 0.00% | Reduce -16.3% | 1,638 | $322K |
| Procyon Advisors, LLC | 0.03% | Reduce -13.7% | 1,598 | $314K |
| Cetera Trust Company, N.A | 0.19% | Add +12.1% | 1,580 | $311K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,567 | $308K |
| Tidal Investments LLC | 0.00% | New | 1,550 | $305K |
| Allegheny Financial Group | 0.07% | Add +18.2% | 1,548 | $305K |
| Investment Partners, LTD. | 0.11% | Reduce -3.0% | 1,480 | $291K |
| Utah Retirement Systems | 0.00% | Reduce -7.7% | 1,477 | $291K |
| Impact Partnership Wealth, LLC | 0.05% | New | 1,475 | $290K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.6% | 1,451 | $286K |
| Magnetar Financial LLC | 0.00% | New | 1,448 | $285K |
| HSBC Holdings PLC | 0.00% | Reduce -5.3% | 1,438 | $283K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -10.0% | 1,419 | $279K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 1,384 | $272K |
| QRG Capital Management, Inc. | 0.00% | New | 1,366 | $269K |
| Ritholtz Wealth Management | 0.01% | Reduce -19.2% | 1,336 | $263K |
| Tolleson Wealth Management, Inc. | 0.04% | No change | 1,319 | $260K |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 1,317 | $259K |
| Petrus Trust Company, LTA | 0.03% | New | 1,315 | $259K |
| Choreo, LLC | 0.00% | New | 1,273 | $250K |
| ProShare Advisors LLC | 0.00% | Add +1.0% | 1,260 | $248K |
| GAMMA Investing LLC | 0.02% | Add +66.9% | 1,252 | $246K |
| Sheets Smith Wealth Management | 0.03% | No change | 1,227 | $241K |
| Quent Capital, LLC | 0.02% | No change | 1,213 | $239K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -84.7% | 1,200 | $236K |
| Shell Asset Management Co. | 0.01% | Reduce -17.1% | 1,197 | $236K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -41.5% | 1,191 | $234K |
| Cadent Capital Advisors, LLC | 0.08% | Reduce -16.0% | 1,184 | $233K |
| Lido Advisors, LLC | 0.00% | New | 1,180 | $232K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 1,150 | $226K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,143 | $225K |
| MAI Capital Management | 0.00% | Reduce -3.8% | 1,113 | $219K |
| Walleye Trading LLC | 0.01% | New | 1,110 | $218K |
| Bank of New Hampshire | 0.05% | No change | 1,104 | $217K |
| MML Investors Services, LLC | 0.00% | New | 1,093 | $215K |
| Old National Bancorp | 0.00% | New | 1,089 | $214K |
| Birch Financial Group, LLC | 0.17% | New | 1,088 | $214K |
| Commonwealth Equity Services, LLC | 0.00% | New | 1,081 | $213K |
| Panagora Asset Management Inc. | 0.00% | New | 1,068 | $210K |
| Wilkinson Global Asset Management LLC | 0.01% | Reduce -66.7% | 1,065 | $210K |
| EMC Capital Management | 0.11% | Reduce -10.8% | 1,061 | $209K |
| Shelton Capital Management | 0.00% | New | 1,059 | $208K |
| Checchi Capital Advisers, LLC | 0.01% | New | 1,056 | $208K |
| Waverly Advisors, LLC | 0.00% | New | 1,055 | $208K |
| CIBC Asset Management Inc | 0.00% | New | 1,023 | $201K |
| Parallel Advisors, LLC | 0.00% | Reduce -14.7% | 998 | $196K |
| TD Private Client Wealth LLC | 0.00% | Add +0.1% | 939 | $185K |
| KBC Group NV | 0.00% | Reduce -31.2% | 873 | $172K |
| OP Asset Management Ltd | 0.00% | Reduce -64.8% | 825 | $162K |
| CI Investments Inc. | 0.00% | Reduce -4.2% | 679 | $134K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.6% | 674 | $133K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +79.4% | 601 | $118K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -27.7% | 576 | $113K |
| Signaturefd, LLC | 0.00% | Reduce -15.2% | 552 | $109K |
| Huntington National Bank | 0.00% | Add +129.2% | 541 | $106K |
| Point72 (DIFC) Ltd | 0.01% | New | 476 | $94K |
| Smithfield Trust Co | 0.00% | No change | 410 | $82K |
| Allworth Financial LP | 0.00% | Add +347.8% | 403 | $79K |
| UMB Bank, n.a. | 0.00% | Add +32.5% | 395 | $78K |
| Covestor Ltd | 0.05% | Add +62.4% | 393 | $77K |
| Brooklyn Investment Group | 0.01% | Add +2.9% | 388 | $76K |
| State of Wyoming | 0.01% | New | 371 | $73K |
| Rossby Financial, LCC | 0.03% | Add +3.2% | 358 | $70K |
| Versant Capital Management, Inc | 0.01% | Add +89.0% | 342 | $67K |
| Danske Bank A/S | 0.00% | Reduce -96.7% | 337 | $66K |
| Truvestments Capital LLC | 0.01% | No change | 330 | $65K |
| Fifth Third Bancorp | 0.00% | Reduce -10.2% | 325 | $64K |
| Quarry LP | 0.02% | Reduce -22.1% | 320 | $63K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $63K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 304 | $60K |
| Private Trust Co. NA | 0.01% | No change | 301 | $59K |
| American National Bank & Trust | 0.01% | New | 293 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +89.9% | 281 | $55K |
| Arax Advisory Partners | 0.00% | Add +42.0% | 186 | $50K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.9% | 251 | $49K |
| AlphaCore Capital LLC | 0.00% | New | 248 | $49K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +80.3% | 229 | $45K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 216 | $43K |
| First Horizon Advisors, Inc. | 0.00% | No change | 194 | $38K |
| Whittier Trust Co. | 0.00% | Reduce -41.5% | 190 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 175 | $34K |
| WealthCollab, LLC | 0.02% | No change | 163 | $32K |
| Jones Financial Companies LLLP | 0.00% | Add +1.9% | 162 | $32K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +428.0% | 132 | $26K |
| Millstone Evans Group, LLC | 0.02% | Reduce -26.2% | 124 | $24K |
| Principal Securities, Inc. | 0.00% | Add +209.1% | 102 | $20K |
| Point72 Hong Kong Ltd | 0.00% | New | 100 | $20K |
| Trust Co. of Toledo NA | 0.00% | New | 99 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.1% | 96 | $19K |
| SBI Securities Co., Ltd. | 0.00% | New | 93 | $18K |
| Goodman Advisory Group, LLC | 0.01% | Reduce -49.7% | 81 | $16K |
| Asset Dedication, LLC | 0.00% | Add +230.4% | 76 | $15K |
| IFP Advisors, Inc | 0.00% | Reduce -33.3% | 76 | $15K |
| Rise Advisors, LLC | 0.01% | No change | 75 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 75 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.2% | 69 | $14K |
| Bell Investment Advisors, Inc | 0.00% | No change | 68 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Add +66.7% | 65 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 61 | $12K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +716.7% | 49 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 47 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +30.3% | 43 | $8K |
| Hemington Wealth Management | 0.00% | Add +10.0% | 44 | $8K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -27.3% | 40 | $8K |
| LRI Investments, LLC | 0.00% | New | 39 | $8K |
| First Pacific Financial | 0.00% | Reduce -12.8% | 34 | $7K |
| Harbour Investments, Inc. | 0.00% | New | 32 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.3% | 29 | $6K |
| North Capital, Inc. | 0.00% | No change | 29 | $6K |
| Key Financial Inc | 0.00% | No change | 27 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 27 | $5K |
| Optiver Holding B.V. | 0.00% | Reduce -20.6% | 27 | $5K |
| Capital A Wealth Management, LLC | 0.06% | New | 33 | $5K |
| Decker Retirement Planning Inc. | 0.00% | New | 25 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 25 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +8.7% | 25 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 23 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -81.8% | 22 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +216.7% | 19 | $4K |
| Grove Bank & Trust | 0.00% | No change | 19 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 16 | $3K |
| Addison Advisors LLC | 0.00% | Reduce -65.1% | 15 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 15 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 13 | $3K |
| HM Payson & Co. | 0.00% | No change | 14 | $3K |
| Nova Wealth Management, Inc. | 0.00% | New | 13 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 13 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Add +37.5% | 11 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 10 | $2K |
| True Wealth Design, LLC | 0.00% | Add +233.3% | 10 | $2K |
| Kilter Group LLC | 0.00% | New | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 8 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -64.7% | 6 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 6 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 6 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -33.3% | 6 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 6 | $1K |
| Avion Wealth | 0.00% | No change | 7 | $1K |
| Lazard Asset Management LLC | 0.00% | Reduce -99.9% | 8 | $1K |
| Cromwell Holdings LLC | 0.00% | New | 5 | $984 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -37.5% | 5 | $984 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 5 | $984 |
| Logan Capital Management Inc. | 0.00% | No change | 4 | $787 |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $787 |
| CoreCap Advisors, LLC | 0.00% | New | 4 | $787 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $591 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 3 | $591 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $591 |
| Principia Wealth Advisory, LLC | 0.00% | New | 3 | $590 |
| WPG Advisers, LLC | 0.00% | Reduce -81.3% | 3 | $590 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $590 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $590 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $590 |
| AdvisorNet Financial, Inc | 0.00% | Add +200.0% | 3 | $590 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $394 |
| Rothschild Investment LLC | 0.00% | No change | 2 | $394 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $197 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $197 |
| Stephens Consulting, LLC | 0.00% | New | 1 | $197 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 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.