Affiliated Managers GroupAMG
13F holders, Q3 2025 (September 30)450holders +17
58new positions
36sold out
10famous investors
$238.52avg. 13F price*
At the end of Q3 2025, 450 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 17 from Q2 2025. 58 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($672.8M), Vanguard Group Inc. ($661.0M) and Morgan Stanley ($462.9M). 10 famous investors held it, including John W. Rogers Jr. (3.2% of Ariel Investments's portfolio), Israel Englander (0.2% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $136.6M |
| Exits | 36 | $33.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,889,582 shares bought and 1,887,477 shares sold, net +2,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| BlackRock, Inc. | 0.01% | Reduce -0.0% | 2,821,855 | $672.8M |
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 2,772,278 | $661.0M |
| Morgan Stanley | 0.03% | Reduce -3.8% | 1,941,518 | $462.9M |
| Ariel Investments | 3.22% | Reduce -6.7% | 1,263,824 | $301.3M |
| Clarkston Capital Partners, LLC | 6.33% | Reduce -14.1% | 1,232,333 | $293.8M |
| Boston Partners | 0.28% | Add +2.1% | 1,157,344 | $276.0M |
| Millennium Management | 0.20% | Reduce -35.2% | 1,017,113 | $242.5M |
| State Street Corp. | 0.01% | Reduce -1.8% | 963,708 | $229.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.2% | 684,116 | $163.1M |
| Citadel Advisors | 0.13% | Add +0.8% | 645,141 | $153.8M |
| Lyrical Asset Management LP | 1.95% | Add +7.6% | 579,835 | $138.3M |
| Fuller & Thaler Asset Management, Inc. | 0.46% | Reduce -0.1% | 570,275 | $136.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 509,831 | $121.6M |
| LSV Asset Management | 0.25% | Add +0.7% | 479,624 | $114.4M |
| Channing Capital Management, LLC | 2.67% | Reduce -1.3% | 425,037 | $101.3M |
| Allianz Asset Management GmbH | 0.12% | Add +14.6% | 393,161 | $93.7M |
| UBS Group AG | 0.02% | Add +97.4% | 350,212 | $83.5M |
| Balyasny Asset Management L.P. | 0.17% | Add +7.9% | 336,063 | $80.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.2% | 334,368 | $79.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 312,568 | $74.5M |
| Alyeska Investment Group, L.P. | 0.21% | New | 295,081 | $70.4M |
| Kiltearn Partners LLP | 13.56% | Reduce -5.4% | 283,814 | $67.7M |
| Bruni J V & Co. | 6.14% | Reduce -13.2% | 254,989 | $60.8M |
| Holocene Advisors, LP | 0.14% | Add +151.5% | 253,935 | $60.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.3% | 244,253 | $58.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.5% | 244,143 | $58.2M |
| Fisher Asset Management | 0.02% | Add +21.0% | 203,723 | $48.6M |
| Raymond James Financial Inc. | 0.01% | Add +63.8% | 192,886 | $46.0M |
| Bank of America Corp. | 0.00% | Add +0.1% | 184,726 | $44.0M |
| FMR LLC | 0.00% | Reduce -1.2% | 183,705 | $43.8M |
| First Trust Advisors LP | 0.03% | Reduce -31.2% | 161,478 | $38.5M |
| Victory Capital Management Inc. | 0.02% | Add +25.3% | 134,456 | $32.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.1% | 126,079 | $30.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.5% | 125,643 | $30.0M |
| New York State Common Retirement Fund | 0.04% | Reduce -1.5% | 124,562 | $29.7M |
| Alliancebernstein L.P. | 0.01% | Add +181.4% | 114,979 | $27.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -29.7% | 112,639 | $26.9M |
| Caisse de depot et placement du Quebec | 0.04% | Add +4201.1% | 100,948 | $24.1M |
| Sei Investments Co. | 0.03% | Add +61.3% | 97,874 | $23.3M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.4% | 96,837 | $23.1M |
| Invesco Ltd. | 0.00% | Add +17.6% | 96,721 | $23.1M |
| Treasurer of the State of North Carolina | 0.07% | Reduce -0.8% | 95,458 | $22.8M |
| Macquarie Group Ltd. | 0.02% | Reduce -2.1% | 87,601 | $20.9M |
| North Star Asset Management Inc. | 0.83% | Reduce -16.4% | 85,334 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +333.8% | 81,119 | $19.3M |
| Rhumbline Advisers | 0.02% | Add +3.1% | 81,059 | $19.3M |
| Goodman Financial Corp | 3.73% | Reduce -2.4% | 80,261 | $19.1M |
| Man Group plc | 0.04% | Add +6.6% | 78,984 | $18.8M |
| Polar Capital Holdings Plc | 0.09% | Add +98.9% | 78,523 | $18.7M |
| Los Angeles Capital Management LLC | 0.06% | No change | 72,965 | $17.4M |
| Nuveen, LLC | 0.00% | Add +6.0% | 72,675 | $17.3M |
| Algert Global LLC | 0.28% | Add +23.9% | 70,890 | $16.9M |
| Jane Street Group, LLC | 0.02% | Add +54.6% | 69,466 | $16.6M |
| Renaissance Technologies | 0.02% | Add +51.6% | 67,300 | $16.0M |
| Wallace Capital Management Inc. | 1.98% | Reduce -0.3% | 66,900 | $16.0M |
| California Public Employees Retirement System | 0.01% | Reduce -1.3% | 66,387 | $15.8M |
| Brandywine Global Investment Management, LLC | 0.11% | Reduce -13.1% | 65,501 | $15.6M |
| Wells Fargo & Company | 0.00% | Add +23.7% | 63,554 | $15.2M |
| Franklin Resources Inc. | 0.00% | Add +48.1% | 53,126 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.1% | 63,072 | $15.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.3% | 62,449 | $14.9M |
| Quantinno Capital Management LP | 0.04% | Add +21.3% | 61,349 | $14.6M |
| Concentric Capital Strategies, LP | 0.69% | New | 60,172 | $14.3M |
| Swiss National Bank | 0.01% | Add +0.2% | 55,100 | $13.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.8% | 54,306 | $12.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 52,729 | $12.6M |
| Deutsche Bank AG | 0.00% | Add +0.6% | 51,253 | $12.2M |
| Reinhart Partners, Llc. | 0.38% | Reduce -24.6% | 48,570 | $11.6M |
| Public Employees Retirement System of Ohio | 0.04% | Add +66.3% | 47,395 | $11.3M |
| Barclays PLC | 0.00% | Reduce -50.1% | 47,298 | $11.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +8.5% | 46,905 | $11.2M |
| Legal & General Group Plc | 0.00% | Reduce -4.0% | 46,298 | $11.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -5.2% | 44,610 | $10.6M |
| Nordea Investment Management AB | 0.01% | Add +5.7% | 44,580 | $10.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +178.3% | 39,633 | $9.4M |
| Storebrand Asset Management As | 0.02% | No change | 38,578 | $9.2M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -61.8% | 38,355 | $9.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.7% | 36,566 | $8.7M |
| Calamos Advisors LLC | 0.05% | No change | 35,430 | $8.4M |
| Zacks Investment Management | 0.06% | Add +19.0% | 31,192 | $7.4M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.27% | Add +2.8% | 29,050 | $6.9M |
| Nicola Wealth Management LTD. | 0.62% | Add +31.8% | 29,000 | $6.9M |
| Assetmark, Inc. | 0.01% | Reduce -3.7% | 28,270 | $6.7M |
| Edgestream Partners, L.P. | 0.20% | New | 28,093 | $6.7M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 27,453 | $6.5M |
| Sterling Capital Management LLC | 0.09% | Add +2.0% | 27,027 | $6.4M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Add +29.4% | 26,123 | $6.2M |
| Moran Wealth Management, LLC | 0.18% | Reduce -1.0% | 25,401 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.3% | 25,136 | $6.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $5.9M |
| Schroder Investment Management Group | 0.00% | Add +138.9% | 24,481 | $5.8M |
| OP Asset Management Ltd | 0.07% | Add +2737.3% | 23,408 | $5.6M |
| Genus Capital Management Inc. | 0.63% | Add +820.1% | 22,635 | $5.4M |
| Paragon Associates & Paragon Associates II Joint Venture | 9.55% | New | 22,467 | $5.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.4% | 20,523 | $4.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +12.7% | 20,516 | $4.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -14.1% | 20,108 | $4.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +103.0% | 20,100 | $4.8M |
| Amplius Wealth Advisors, LLC | 0.40% | No change | 19,596 | $4.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 19,476 | $4.6M |
| ExodusPoint Capital Management, LP | 0.06% | New | 19,217 | $4.6M |
| Seascape Capital Management | 1.26% | Add +9.8% | 18,377 | $4.4M |
| Poehling Capital Management, INC. | 0.92% | Reduce -0.4% | 18,318 | $4.4M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -0.5% | 18,115 | $4.3M |
| Carrera Capital Advisors | 0.77% | New | 18,014 | $4.3M |
| GMO | 0.01% | Reduce -1.0% | 16,558 | $3.9M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -10.7% | 16,454 | $3.9M |
| CWC Advisors, LLC. | 1.90% | Reduce -1.0% | 16,309 | $3.9M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -10.7% | 15,728 | $3.8M |
| Carnegie Investment Counsel | 0.07% | Reduce -1.3% | 15,717 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Add +0.0% | 15,647 | $3.7M |
| Moody Aldrich Partners LLC | 0.68% | Add +90.8% | 15,111 | $3.6M |
| Long Road Investment Counsel, LLC | 1.27% | No change | 15,096 | $3.6M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -20.3% | 14,739 | $3.5M |
| Bank of Montreal | 0.00% | Reduce -6.1% | 14,663 | $3.5M |
| MetLife Investment Management, LLC | 0.02% | New | 14,590 | $3.5M |
| Bridgewater Associates | 0.01% | Reduce -87.0% | 14,334 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -7.4% | 14,042 | $3.3M |
| Horizon Investments, LLC | 0.04% | Add +168.5% | 14,015 | $3.3M |
| Danske Bank A/S | 0.01% | Add +3905.0% | 13,497 | $3.2M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.2% | 13,122 | $3.1M |
| Mubadala Investment Co PJSC | 0.02% | New | 13,032 | $3.1M |
| Amalgamated Bank | 0.02% | Reduce -1.0% | 12,990 | $3.1M |
| Jump Financial, LLC | 0.04% | Add +30.5% | 12,692 | $3.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +17.1% | 12,413 | $3.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 12,100 | $2.9M |
| Acadian Asset Management LLC | 0.01% | New | 12,074 | $2.9M |
| Janus Henderson Group PLC | 0.00% | No change | 11,947 | $2.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 11,745 | $2.8M |
| Henshaw Capital LLC | 0.10% | Add +0.0% | 11,541 | $2.8M |
| HRT Financial LP | 0.01% | Add +21.0% | 11,401 | $2.7M |
| Voya Investment Management LLC | 0.00% | Reduce -57.5% | 11,356 | $2.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -11.7% | 11,353 | $2.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.1% | 11,260 | $2.7M |
| Oliver Luxxe Assets LLC | 0.42% | New | 11,210 | $2.7M |
| &partners | 0.02% | Reduce -3.3% | 10,746 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -1.4% | 10,736 | $2.6M |
| Credit Agricole S A | 0.01% | — | 10,683 | $2.5M |
| Ieq Capital, LLC | 0.01% | New | 10,529 | $2.5M |
| Comerica Bank | 0.01% | Reduce -6.5% | 10,398 | $2.5M |
| Intech Investment Management LLC | 0.02% | Reduce -17.1% | 10,314 | $2.5M |
| LGT Capital Partners LTD. | 0.12% | Reduce -83.7% | 10,100 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | Add +31.6% | 10,000 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -2.4% | 9,947 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.2% | 9,742 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.8% | 9,536 | $2.3M |
| Citigroup Inc. | 0.00% | Add +0.8% | 9,363 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +8.7% | 9,180 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -18.1% | 9,062 | $2.2M |
| Entropy Technologies, LP | 0.16% | Add +81.0% | 9,024 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | Add +3.4% | 8,818 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -13.1% | 8,600 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +0.1% | 8,413 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.0% | 7,973 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.3% | 7,900 | $1.9M |
| Diversified Trust Co. | 0.04% | No change | 7,896 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +38.7% | 7,870 | $1.9M |
| American Century Companies Inc. | 0.00% | Reduce -8.0% | 7,864 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +31.9% | 7,738 | $1.8M |
| Commerce Bank | 0.01% | No change | 7,541 | $1.8M |
| Wedge Capital Management L L P | 0.03% | Reduce -11.8% | 7,501 | $1.8M |
| Two Sigma Investments, LP | 0.00% | New | 7,495 | $1.8M |
| Creative Planning | 0.00% | Add +18.4% | 7,469 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.7% | 7,377 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.2% | 7,292 | $1.7M |
| Walleye Capital LLC | 0.02% | New | 7,265 | $1.7M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +15.3% | 7,215 | $1.7M |
| SkyView Investment Advisors, LLC | 0.21% | Add +1.3% | 7,089 | $1.7M |
| Kennondale Capital Management LLC | 1.27% | Add +42.6% | 6,976 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Add +144.7% | 6,839 | $1.6M |
| Southeastern Asset Management Inc. | 0.08% | No change | 6,838 | $1.6M |
| Kestra Investment Management, LLC | 0.04% | Reduce -3.2% | 6,783 | $1.6M |
| State of Michigan Retirement System | 0.01% | Reduce -1.5% | 6,719 | $1.6M |
| Interval Partners, LP | 0.03% | Reduce -70.4% | 6,703 | $1.6M |
| Quantbot Technologies LP | 0.04% | Add +188.3% | 6,549 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 6,500 | $1.6M |
| Citadel Investment Advisory, Inc. | 0.70% | Reduce -0.3% | 6,432 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.2% | 6,333 | $1.5M |
| LPL Financial LLC | 0.00% | Add +80.5% | 6,210 | $1.5M |
| Cwm, LLC | 0.00% | Reduce -7.7% | 5,990 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -13.4% | 5,762 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.6% | 5,697 | $1.4M |
| Penn Capital Management Company, LLC | 0.10% | Reduce -28.4% | 5,450 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.0% | 5,531 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.6% | 5,425 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +66487.5% | 5,327 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -3.5% | 5,326 | $1.3M |
| L2 Asset Management, LLC | 0.18% | Add +10.0% | 5,253 | $1.3M |
| Redwood Investment Management, LLC | 0.13% | Reduce -27.8% | 5,032 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Reduce -28.6% | 5,000 | $1.2M |
| Mariner, LLC | 0.00% | Add +2.3% | 4,924 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.5% | 4,902 | $1.2M |
| Vise Technologies, Inc. | 0.04% | Reduce -5.4% | 4,856 | $1.2M |
| Blue Trust, Inc. | 0.01% | Add +0.4% | 4,787 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Add +24.9% | 4,762 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -53.9% | 4,582 | $1.1M |
| Traub Capital Management LLC | 1.08% | Reduce -4.2% | 4,575 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +34.1% | 4,137 | $986K |
| Williamson Legacy Group, LLC | 0.75% | New | 4,047 | $965K |
| Picton Mahoney Asset Management | 0.01% | Add +14.9% | 3,917 | $934K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -9.4% | 3,905 | $931K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -15.1% | 3,868 | $922K |
| Advisory Services Network, LLC | 0.01% | Add +8.5% | 3,848 | $917K |
| Pacer Advisors, Inc. | 0.00% | New | 3,788 | $903K |
| Point72 Asset Management | 0.00% | Reduce -87.3% | 3,779 | $901K |
| Federated Hermes, Inc. | 0.00% | Reduce -18.3% | 3,667 | $874K |
| Quantum Portfolio Management LLC | 0.26% | Add +53.6% | 3,609 | $860K |
| Kendall Capital Management | 0.19% | Reduce -6.5% | 3,605 | $860K |
| NorthCoast Asset Management LLC | 0.00% | Add +14.7% | 3,577 | $853K |
| US Bancorp \de | 0.00% | Add +1.4% | 3,561 | $849K |
| Welch & Forbes LLC | 0.01% | No change | 3,500 | $835K |
| Guinness Asset Management LTD | 0.01% | Add +7.4% | 3,432 | $819K |
| Farther Finance Advisors, LLC | 0.01% | Add +16.1% | 3,327 | $793K |
| Ethic Inc. | 0.01% | Add +14.0% | 3,306 | $788K |
| Truist Financial Corp. | 0.00% | Add +33.0% | 3,203 | $764K |
| MQS Management LLC | 0.44% | Add +25.3% | 3,180 | $758K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,176 | $757K |
| Quadrant Capital Group LLC | 0.02% | Add +2.1% | 3,174 | $757K |
| Xponance LLC | 0.01% | Reduce -1.0% | 3,146 | $750K |
| Cresset Asset Management, LLC | 0.00% | Add +0.5% | 3,127 | $746K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 3,126 | $745K |
| Engineers Gate Manager LP | 0.01% | Reduce -13.6% | 3,104 | $740K |
| Osaic Holdings, Inc. | 0.00% | Add +108.5% | 3,026 | $719K |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.0% | 2,999 | $715K |
| Radnor Capital Management, LLC | 0.11% | No change | 2,970 | $708K |
| Legacy Wealth Asset Management, LLC | 0.17% | Reduce -23.2% | 2,967 | $707K |
| Oak Thistle LLC | 0.11% | Reduce -21.0% | 2,958 | $705K |
| Prudential Financial Inc. | 0.00% | Reduce -10.7% | 2,907 | $693K |
| Vestcor Inc | 0.02% | Add +28.5% | 2,883 | $687K |
| Cerity Partners LLC | 0.00% | Reduce -51.3% | 2,794 | $666K |
| GAMCO Investors | 0.01% | Add +15.6% | 2,775 | $662K |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 2,754 | $657K |
| CSM Advisors, LLC | 0.02% | Reduce -33.3% | 2,708 | $646K |
| HighTower Advisors, LLC | 0.00% | Add +7.7% | 2,701 | $644K |
| Sepio Capital, LP | 0.04% | Add +0.3% | 2,696 | $643K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.6% | 2,669 | $636K |
| Vident Advisory, LLC | 0.01% | Reduce -1.2% | 2,667 | $636K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,662 | $635K |
| Ritholtz Wealth Management | 0.01% | Add +98.4% | 2,651 | $632K |
| RBF Capital, LLC | 0.03% | No change | 2,600 | $620K |
| FJ Capital Management LLC | 0.07% | New | 2,557 | $610K |
| Focus Partners Wealth | 0.00% | Reduce -4.0% | 2,778 | $609K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.2% | 2,534 | $608K |
| Harbor Advisors LLC | 0.09% | No change | 2,500 | $596K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +50.0% | 2,459 | $586K |
| Dodge & Cox | 0.00% | Reduce -20.0% | 2,400 | $572K |
| AdvisorShares Investments LLC | 0.09% | Reduce -1.3% | 2,365 | $564K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.5% | 2,354 | $561K |
| Empowered Funds, LLC | 0.01% | New | 2,335 | $557K |
| Point72 Hong Kong Ltd | 0.03% | Add +2187.0% | 2,287 | $545K |
| Gabelli Funds LLC | 0.00% | Reduce -5.0% | 2,263 | $540K |
| Corus Family Wealth Advisors | 0.39% | Add +0.3% | 2,203 | $525K |
| Squarepoint Ops LLC | 0.00% | Reduce -2.1% | 2,185 | $521K |
| Securian Asset Management, Inc. | 0.01% | Reduce -4.5% | 2,118 | $505K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -77.9% | 2,004 | $478K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -5.1% | 1,978 | $472K |
| South Dakota Investment Council | 0.01% | Reduce -13.7% | 1,888 | $450K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.8% | 1,879 | $448K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +225.3% | 1,874 | $447K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.7% | 1,855 | $442K |
| Glenmede Investment Management, LP | 0.00% | Add +3.9% | 1,792 | $427K |
| Greenleaf Trust | 0.00% | Reduce -0.1% | 1,775 | $423K |
| Tidal Investments LLC | 0.00% | Add +11.7% | 1,731 | $413K |
| Procyon Advisors, LLC | 0.02% | Add +3.1% | 1,648 | $393K |
| Dark Forest Capital Management LP | 0.01% | New | 1,638 | $391K |
| Callan Family Office, LLC | 0.01% | Reduce -5.4% | 1,620 | $386K |
| Jupiter Asset Management Ltd. | 0.00% | New | 1,619 | $386K |
| Quadrature Capital Ltd | 0.00% | Reduce -50.8% | 1,588 | $379K |
| Cetera Trust Company, N.A | 0.21% | No change | 1,580 | $377K |
| Allegheny Financial Group | 0.07% | Reduce -2.5% | 1,510 | $360K |
| Utah Retirement Systems | 0.00% | No change | 1,477 | $352K |
| HSBC Holdings PLC | 0.00% | Add +2.2% | 1,470 | $350K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -28.6% | 1,441 | $344K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | Reduce -74.3% | 1,416 | $338K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 1,385 | $330K |
| Investment Partners, LTD. | 0.12% | Reduce -6.8% | 1,380 | $329K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -12.2% | 1,376 | $328K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -3.2% | 1,374 | $328K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -36.0% | 1,369 | $326K |
| Point72 (DIFC) Ltd | 0.02% | Add +185.3% | 1,358 | $324K |
| Swiss Life Asset Management Ltd | 0.00% | New | 1,346 | $321K |
| GAMMA Investing LLC | 0.02% | Add +6.5% | 1,333 | $318K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -97.7% | 1,326 | $316K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 1,319 | $314K |
| M&T Bank Corp | 0.00% | Reduce -22.0% | 1,278 | $305K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,240 | $296K |
| Sheets Smith Wealth Management | 0.03% | No change | 1,227 | $293K |
| Quent Capital, LLC | 0.02% | Add +0.1% | 1,214 | $289K |
| MML Investors Services, LLC | 0.00% | Add +11.0% | 1,213 | $289K |
| ProShare Advisors LLC | 0.00% | Reduce -4.1% | 1,208 | $288K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.3% | 1,187 | $283K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | No change | 1,150 | $274K |
| Bessemer Group Inc. | 0.00% | Reduce -13.3% | 1,142 | $273K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,143 | $271K |
| Cadent Capital Advisors, LLC | 0.07% | Reduce -4.2% | 1,134 | $270K |
| Bayforest Capital Ltd | 0.13% | New | 1,121 | $267K |
| Choreo, LLC | 0.00% | Reduce -11.9% | 1,121 | $267K |
| MAI Capital Management | 0.00% | Reduce -0.5% | 1,108 | $264K |
| Bank of New Hampshire | 0.06% | No change | 1,104 | $263K |
| Checchi Capital Advisers, LLC | 0.02% | Add +2.4% | 1,081 | $258K |
| Old National Bancorp | 0.00% | Reduce -0.9% | 1,079 | $257K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,068 | $255K |
| EMC Capital Management | 0.12% | No change | 1,061 | $253K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 1,058 | $252K |
| Marshall Wace, LLP | 0.00% | Reduce -88.0% | 1,053 | $251K |
| AlphaCore Capital LLC | 0.01% | Add +322.2% | 1,047 | $250K |
| Evergreen Capital Management LLC | 0.01% | New | 1,040 | $248K |
| CIBC Asset Management Inc | 0.00% | No change | 1,023 | $244K |
| Waverly Advisors, LLC | 0.00% | Reduce -3.7% | 1,016 | $242K |
| Shelton Capital Management | 0.01% | Reduce -4.8% | 1,008 | $240K |
| Birch Financial Group, LLC | 0.14% | Reduce -8.2% | 999 | $238K |
| Syon Capital LLC | 0.01% | New | 989 | $236K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.0% | 988 | $236K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 981 | $234K |
| Atria Investments, Inc | 0.00% | New | 977 | $233K |
| Chicago Partners Investment Group LLC | 0.01% | New | 964 | $232K |
| Captrust Financial Advisors | 0.00% | Reduce -46.0% | 969 | $231K |
| Cooper Financial Group | 0.03% | New | 951 | $227K |
| Transcend Capital Advisors, LLC | 0.02% | New | 949 | $226K |
| Keystone Financial Services | 0.07% | New | 942 | $225K |
| Childress Capital Advisors, LLC | 0.04% | New | 926 | $221K |
| Autumn Glory Partners, LLC | 0.09% | New | 925 | $221K |
| Farringdon Capital, Ltd. | 0.05% | New | 896 | $214K |
| MBB Public Markets I LLC | 0.03% | New | 894 | $213K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.3% | 889 | $212K |
| Merit Financial Group, LLC | 0.00% | New | 873 | $208K |
| KBC Group NV | 0.00% | No change | 873 | $208K |
| Lingohr Asset Management GmbH | 0.35% | New | 843 | $201K |
| USA Financial Formulas | 0.03% | New | 748 | $178K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 677 | $161K |
| STRS Ohio | 0.00% | Reduce -93.7% | 660 | $157K |
| AlphaQuest LLC | 0.01% | New | 643 | $153K |
| CI Investments Inc. | 0.00% | Reduce -7.4% | 629 | $150K |
| Signaturefd, LLC | 0.00% | Add +1.1% | 558 | $133K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -10.2% | 540 | $129K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 538 | $128K |
| Shell Asset Management Co. | 0.01% | Reduce -61.6% | 460 | $110K |
| Allworth Financial LP | 0.00% | Add +8.4% | 437 | $104K |
| State of Wyoming | 0.01% | Add +0.3% | 372 | $89K |
| UMB Bank, n.a. | 0.00% | Reduce -7.3% | 366 | $87K |
| Smithfield Trust Co | 0.00% | Reduce -12.2% | 360 | $86K |
| Versant Capital Management, Inc | 0.01% | No change | 342 | $82K |
| Rossby Financial, LCC | 0.03% | Reduce -3.6% | 345 | $80K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +89.1% | 331 | $79K |
| Truvestments Capital LLC | 0.01% | No change | 330 | $79K |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 326 | $78K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $76K |
| Principal Securities, Inc. | 0.00% | Add +208.8% | 315 | $75K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.3% | 308 | $73K |
| National Bank of Canada | 0.00% | Reduce -90.8% | 303 | $72K |
| American National Bank & Trust | 0.01% | Reduce -5.5% | 277 | $66K |
| Private Trust Co. NA | 0.01% | Reduce -9.0% | 274 | $65K |
| Jones Financial Companies LLLP | 0.00% | Add +51.9% | 246 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.0% | 236 | $56K |
| Huntington National Bank | 0.00% | Reduce -59.3% | 220 | $52K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 216 | $52K |
| Global Retirement Partners, LLC | 0.00% | Add +1237.5% | 214 | $51K |
| Quarry LP | 0.01% | Reduce -33.8% | 212 | $51K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -21.1% | 198 | $47K |
| Whittier Trust Co. | 0.00% | No change | 190 | $46K |
| Millstone Evans Group, LLC | 0.03% | Add +41.9% | 176 | $42K |
| WealthCollab, LLC | 0.02% | No change | 163 | $39K |
| Hantz Financial Services, Inc. | 0.00% | Add +189.8% | 142 | $34K |
| Meeder Asset Management Inc. | 0.00% | New | 142 | $34K |
| Root Financial Partners, LLC | 0.00% | New | 140 | $33K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 132 | $31K |
| Covestor Ltd | 0.02% | Reduce -71.3% | 113 | $28K |
| Arax Advisory Partners | 0.00% | Reduce -45.2% | 102 | $24K |
| Trust Co. of Toledo NA | 0.00% | No change | 99 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +345.4% | 98 | $23K |
| Parkside Financial Bank & Trust | 0.00% | No change | 96 | $23K |
| SBI Securities Co., Ltd. | 0.00% | No change | 93 | $22K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -97.1% | 90 | $21K |
| Goodman Advisory Group, LLC | 0.00% | No change | 81 | $19K |
| Asset Dedication, LLC | 0.00% | No change | 76 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 76 | $18K |
| Rise Advisors, LLC | 0.01% | No change | 75 | $18K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 75 | $18K |
| Bokf, NA | 0.00% | New | 71 | $17K |
| Bell Investment Advisors, Inc | 0.00% | No change | 68 | $16K |
| Wealthspire Advisors, LLC | 0.00% | New | 63 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 61 | $15K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $13K |
| Optiver Holding B.V. | 0.00% | Add +92.6% | 52 | $12K |
| Kelleher Financial Advisors | 0.00% | New | 49 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 47 | $11K |
| Hemington Wealth Management | 0.00% | Add +11.4% | 49 | $11K |
| Toronto Dominion Bank | 0.00% | New | 40 | $10K |
| LRI Investments, LLC | 0.00% | No change | 39 | $9K |
| Grove Bank & Trust | 0.00% | Add +84.2% | 35 | $8K |
| First Pacific Financial | 0.00% | No change | 34 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 32 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -50.8% | 32 | $8K |
| North Capital, Inc. | 0.01% | Add +3.5% | 30 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -25.0% | 30 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -56.5% | 30 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -87.8% | 28 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 27 | $6K |
| Key Financial Inc | 0.00% | No change | 27 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 25 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 25 | $6K |
| True Wealth Design, LLC | 0.00% | Add +130.0% | 23 | $6K |
| FSA Wealth Management LLC | 0.00% | No change | 23 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 19 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 18 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $4K |
| Mather Group, Llc. | 0.00% | New | 17 | $4K |
| Addison Advisors LLC | 0.00% | No change | 15 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 15 | $4K |
| HM Payson & Co. | 0.00% | No change | 14 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -67.4% | 14 | $3K |
| Nova Wealth Management, Inc. | 0.00% | No change | 13 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Add +18.2% | 13 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 13 | $3K |
| Binnacle Investments Inc | 0.00% | New | 12 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 10 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 9 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 9 | $2K |
| Kilter Group LLC | 0.00% | No change | 8 | $2K |
| S&T Bank | 0.00% | New | 8 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +60.0% | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 8 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -68.4% | 6 | $2K |
| Rialto Wealth Management, LLC | 0.00% | No change | 6 | $1K |
| First Horizon Corp. | 0.00% | — | 6 | $1K |
| SouthState Bank Corp | 0.00% | No change | 6 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 5 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 5 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 5 | $1K |
| Avion Wealth | 0.00% | No change | 7 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 4 | $954 |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $954 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $954 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $953 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $716 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 3 | $716 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $716 |
| WPG Advisers, LLC | 0.00% | No change | 3 | $715 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $715 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $715 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $715 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $715 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $477 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $239 |
| Rothschild Investment LLC | 0.00% | Reduce -50.0% | 1 | $238 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 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.