Affiliated Managers GroupAMG
13F holders, Q4 2025 (December 31)511holders +61
77new positions
30sold out
9famous investors
$288.21avg. 13F price*
At the end of Q4 2025, 511 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 61 from Q3 2025. 77 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($807.0M), Vanguard Group Inc. ($773.6M) and Morgan Stanley ($491.7M). 9 famous investors held it, including John W. Rogers Jr. (3.7% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $195.6M |
| Exits | 30 | $42.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,621,974 shares bought and 2,818,083 shares sold, net −1,196,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 2,799,201 | $807.0M |
| Vanguard Group Inc. | 0.01% | Reduce -3.2% | 2,683,585 | $773.6M |
| Morgan Stanley | 0.03% | Reduce -12.1% | 1,705,721 | $491.7M |
| Ariel Investments | 3.68% | Reduce -6.5% | 1,182,223 | $340.8M |
| Boston Partners | 0.34% | Reduce -1.8% | 1,136,710 | $327.8M |
| State Street Corp. | 0.01% | Reduce -3.6% | 929,397 | $267.9M |
| Clarkston Capital Partners, LLC | 6.03% | Reduce -26.6% | 904,119 | $260.6M |
| Millennium Management | 0.17% | Reduce -21.7% | 796,010 | $229.5M |
| Dimensional Fund Advisors LP | 0.04% | Add +2.2% | 699,448 | $201.6M |
| Fuller & Thaler Asset Management, Inc. | 0.67% | Add +20.2% | 685,588 | $197.6M |
| Lyrical Asset Management LP | 2.08% | Reduce -4.9% | 551,587 | $159.0M |
| Geode Capital Management, LLC | 0.01% | Add +8.1% | 551,153 | $158.9M |
| LSV Asset Management | 0.30% | Reduce -1.4% | 473,021 | $136.4M |
| Allianz Asset Management GmbH | 0.14% | Add +8.5% | 426,649 | $123.0M |
| Norges Bank | 0.01% | — | 394,559 | $113.7M |
| Northern Trust Corp. | 0.01% | Reduce -2.6% | 325,696 | $93.9M |
| Citadel Advisors | 0.06% | Reduce -50.5% | 319,437 | $92.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.2% | 305,596 | $88.1M |
| UBS Group AG | 0.02% | Reduce -15.7% | 295,418 | $85.2M |
| Channing Capital Management, LLC | 2.16% | Reduce -31.6% | 290,720 | $83.8M |
| Bruni J V & Co. | 7.14% | Reduce -1.1% | 252,147 | $72.7M |
| Bank of New York Mellon Corp | 0.01% | Add +1.3% | 247,189 | $71.3M |
| Fisher Asset Management | 0.02% | Add +19.7% | 243,830 | $70.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -0.8% | 242,292 | $69.8M |
| Raymond James Financial Inc. | 0.02% | Add +22.8% | 236,897 | $68.4M |
| Kiltearn Partners LLP | 14.76% | Reduce -16.7% | 236,414 | $68.2M |
| Bank of America Corp. | 0.00% | Add +26.3% | 233,332 | $67.3M |
| Balyasny Asset Management L.P. | 0.13% | Reduce -31.1% | 231,675 | $66.8M |
| Holocene Advisors, LP | 0.11% | Reduce -27.5% | 184,010 | $53.0M |
| FMR LLC | 0.00% | Reduce -1.0% | 181,842 | $52.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +28.2% | 161,651 | $46.6M |
| Alyeska Investment Group, L.P. | 0.12% | Reduce -50.7% | 145,483 | $41.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 133,897 | $38.6M |
| Artisan Partners Limited Partnership | 0.06% | New | 130,112 | $37.5M |
| Nomura Asset Management International Inc. | 0.05% | — | 122,905 | $35.4M |
| Polar Capital Holdings Plc | 0.14% | Add +36.6% | 107,245 | $30.9M |
| Caisse de depot et placement du Quebec | 0.05% | Add +5.1% | 106,100 | $30.6M |
| Sei Investments Co. | 0.03% | Add +4.5% | 102,297 | $29.5M |
| First Trust Advisors LP | 0.02% | Reduce -36.8% | 102,034 | $29.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -10.7% | 100,594 | $29.0M |
| Concentric Capital Strategies, LP | 1.49% | Add +66.1% | 99,955 | $28.8M |
| Invesco Ltd. | 0.00% | No change | 96,721 | $27.9M |
| Victory Capital Management Inc. | 0.02% | Reduce -29.7% | 94,501 | $27.2M |
| Treasurer of the State of North Carolina | 0.09% | Reduce -1.1% | 94,453 | $27.2M |
| Engineers Gate Manager LP | 0.32% | Add +2873.6% | 92,301 | $26.6M |
| New York State Common Retirement Fund | 0.04% | Reduce -26.5% | 91,538 | $26.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -24.6% | 86,642 | $25.0M |
| Wells Fargo & Company | 0.00% | Add +35.4% | 86,038 | $24.8M |
| Arbejdsmarkedets Tillaegspension | 0.63% | — | 85,807 | $24.7M |
| Retirement Systems of Alabama | 0.08% | Reduce -11.7% | 85,514 | $24.7M |
| Man Group plc | 0.05% | Add +6.8% | 84,334 | $24.3M |
| Lord, Abbett & Co. LLC | 0.07% | New | 77,328 | $22.3M |
| North Star Asset Management Inc. | 0.90% | Reduce -9.5% | 77,228 | $22.3M |
| Rhumbline Advisers | 0.02% | Reduce -5.8% | 76,392 | $22.0M |
| Loomis Sayles & Co. L P | 0.03% | New | 74,280 | $21.4M |
| Freestone Grove Partners LP | 0.15% | New | 73,413 | $21.2M |
| Goodman Financial Corp | 3.68% | Reduce -15.9% | 67,474 | $19.5M |
| California Public Employees Retirement System | 0.01% | Add +1.4% | 67,333 | $19.4M |
| Quantinno Capital Management LP | 0.04% | Add +9.3% | 67,084 | $19.3M |
| Wallace Capital Management Inc. | 2.26% | Reduce -2.7% | 65,097 | $18.8M |
| Nuveen, LLC | 0.00% | Reduce -11.4% | 64,377 | $18.6M |
| Voloridge Investment Management, LLC | 0.06% | Add +328.8% | 63,194 | $18.2M |
| Franklin Resources Inc. | 0.00% | Add +18.8% | 63,086 | $18.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.1% | 60,503 | $17.4M |
| Citigroup Inc. | 0.01% | Add +545.3% | 60,416 | $17.4M |
| Swiss National Bank | 0.01% | Add +1.8% | 56,100 | $16.2M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -2.9% | 52,708 | $15.2M |
| Deutsche Bank AG | 0.00% | Add +0.2% | 51,354 | $14.8M |
| Brandywine Global Investment Management, LLC | 0.10% | Reduce -22.3% | 50,902 | $14.7M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -1.9% | 46,483 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.3% | 46,243 | $13.3M |
| Los Angeles Capital Management LLC | 0.04% | Reduce -24.4% | 55,190 | $13.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -5.3% | 44,402 | $12.8M |
| Legal & General Group Plc | 0.00% | Reduce -4.6% | 44,165 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.0% | 43,114 | $12.4M |
| BW Gestao de Investimentos Ltda. | 0.43% | New | 42,000 | $12.1M |
| Jane Street Group, LLC | 0.01% | Reduce -42.3% | 40,079 | $11.6M |
| Nordea Investment Management AB | 0.01% | Reduce -10.8% | 39,784 | $11.5M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.4% | 39,459 | $11.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -12.0% | 39,261 | $11.3M |
| Qube Research & Technologies Ltd | 0.02% | New | 39,246 | $11.3M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +0.4% | 38,505 | $11.1M |
| Storebrand Asset Management As | 0.03% | Reduce -0.8% | 38,257 | $11.0M |
| ExodusPoint Capital Management, LP | 0.12% | Add +96.9% | 37,845 | $10.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.2% | 35,748 | $10.3M |
| Calamos Advisors LLC | 0.06% | No change | 35,430 | $10.2M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +79.2% | 34,908 | $10.1M |
| Algert Global LLC | 0.15% | Reduce -52.1% | 33,947 | $9.8M |
| Schroder Investment Management Group | 0.01% | Add +36.1% | 33,319 | $9.7M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.36% | Add +9.6% | 31,850 | $9.2M |
| Zacks Investment Management | 0.07% | Add +0.9% | 31,471 | $9.1M |
| Edgestream Partners, L.P. | 0.25% | Add +8.4% | 30,459 | $8.8M |
| Barclays PLC | 0.00% | Reduce -38.6% | 29,061 | $8.4M |
| Nicola Wealth Management LTD. | 0.76% | No change | 29,000 | $8.4M |
| Schonfeld Strategic Advisors LLC | 0.04% | New | 28,720 | $8.3M |
| Reinhart Partners, Llc. | 0.24% | Reduce -41.8% | 28,283 | $8.2M |
| Assetmark, Inc. | 0.02% | Reduce -0.6% | 28,113 | $8.1M |
| Genus Capital Management Inc. | 0.91% | Add +19.2% | 26,985 | $7.8M |
| California State Teachers Retirement System | 0.01% | Reduce -2.5% | 26,765 | $7.7M |
| Longaeva Partners L.P. | 0.92% | New | 26,553 | $7.7M |
| Susquehanna Portfolio Strategies, LLC | 0.12% | No change | 26,123 | $7.5M |
| Brant Point Investment Management LLC | 1.74% | New | 25,000 | $7.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $7.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +20.8% | 24,774 | $7.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +7932.5% | 24,740 | $7.1M |
| Sterling Capital Management LLC | 0.12% | Reduce -9.4% | 24,484 | $7.1M |
| Moran Wealth Management, LLC | 0.21% | Reduce -6.3% | 23,814 | $6.9M |
| Squarepoint Ops LLC | 0.01% | Add +976.4% | 23,519 | $6.8M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 20,108 | $5.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.3% | 19,851 | $5.7M |
| Nisa Investment Advisors, LLC | 0.02% | Add +146.2% | 19,629 | $5.7M |
| Amplius Wealth Advisors, LLC | 0.47% | Add +0.1% | 19,613 | $5.7M |
| Informed Momentum Co LLC | 0.61% | New | 19,138 | $5.5M |
| Renaissance Technologies | 0.01% | Reduce -71.6% | 19,100 | $5.5M |
| Seascape Capital Management | 1.52% | Add +0.6% | 18,492 | $5.3M |
| Oliver Luxxe Assets LLC | 0.81% | Add +64.2% | 18,407 | $5.3M |
| Poehling Capital Management, INC. | 1.07% | Reduce -0.6% | 18,204 | $5.2M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -1.8% | 17,795 | $5.1M |
| OP Asset Management Ltd | 0.06% | Reduce -24.7% | 17,632 | $5.1M |
| Carrera Capital Advisors | 0.85% | Reduce -2.5% | 17,573 | $5.1M |
| Chase Investment Counsel Corp. | 1.39% | New | 17,215 | $5.0M |
| Horizon Investments, LLC | 0.06% | Add +21.0% | 16,961 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -33.1% | 16,826 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -79.4% | 16,716 | $4.8M |
| Prudential Financial Inc. | 0.01% | Add +460.4% | 16,290 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +0.1% | 15,663 | $4.5M |
| Bank of Montreal | 0.00% | Add +6.7% | 15,640 | $4.5M |
| Long Road Investment Counsel, LLC | 1.70% | Add +3.2% | 15,581 | $4.5M |
| Altar Rock LLC | 5.37% | — | 15,542 | $4.5M |
| Credit Agricole S A | 0.01% | Add +43.0% | 15,278 | $4.4M |
| Moody Aldrich Partners LLC | 0.81% | No change | 15,111 | $4.4M |
| Karl Kapital LLC | 3.81% | — | 14,898 | $4.3M |
| Prana Capital Management, LP | 0.16% | New | 14,885 | $4.3M |
| Carnegie Investment Counsel | 0.08% | Reduce -5.5% | 14,857 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.3% | 14,787 | $4.3M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -11.4% | 14,572 | $4.2M |
| Bessemer Group Inc. | 0.01% | Add +1114.9% | 13,874 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.8% | 13,737 | $4.0M |
| Corient Private Wealth LP | 0.01% | Add +46.7% | 13,468 | $3.9M |
| Bridgewater Associates | 0.01% | Reduce -8.2% | 13,159 | $3.8M |
| Amalgamated Bank | 0.03% | Reduce -1.5% | 12,794 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Add +6.9% | 12,770 | $3.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +2.3% | 11,610 | $3.6M |
| CWC Advisors, LLC. | 1.67% | Reduce -26.4% | 12,000 | $3.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -1.4% | 11,903 | $3.4M |
| LPL Financial LLC | 0.00% | Add +89.7% | 11,781 | $3.4M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 11,745 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -10.8% | 11,707 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -6.4% | 11,616 | $3.3M |
| Mubadala Investment Co PJSC | 0.02% | Reduce -11.2% | 11,575 | $3.3M |
| Henshaw Capital LLC | 0.12% | No change | 11,541 | $3.3M |
| &partners | 0.02% | Add +6.4% | 11,434 | $3.3M |
| GMO | 0.01% | Reduce -32.0% | 11,259 | $3.2M |
| HSBC Holdings PLC | 0.00% | Add +643.9% | 10,935 | $3.2M |
| Capital Fund Management S.A. | 0.03% | New | 10,926 | $3.1M |
| Blair William & Co. | 0.01% | Reduce -0.1% | 10,724 | $3.1M |
| Amundi | 0.00% | New | 10,335 | $3.0M |
| Jump Financial, LLC | 0.04% | Reduce -20.4% | 10,100 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.7% | 9,093 | $2.9M |
| Creative Planning | 0.00% | Add +31.6% | 9,832 | $2.8M |
| Comerica Bank | 0.01% | Reduce -7.1% | 9,661 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -5.1% | 9,443 | $2.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -16.2% | 9,434 | $2.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +26.7% | 9,349 | $2.7M |
| Neuberger Berman Group LLC | 0.00% | Add +65.7% | 9,165 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +18.2% | 9,147 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 9,062 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.4% | 9,025 | $2.6M |
| Handelsbanken Fonder AB | 0.01% | Reduce -10.0% | 9,000 | $2.6M |
| Nomura Holdings Inc. | 0.01% | New | 9,000 | $2.6M |
| Oak Thistle LLC | 0.35% | Add +194.1% | 8,700 | $2.5M |
| American Century Companies Inc. | 0.00% | Add +10.6% | 8,694 | $2.5M |
| Entropy Technologies, LP | 0.13% | Reduce -5.5% | 8,524 | $2.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -57.9% | 8,463 | $2.4M |
| Mariner, LLC | 0.00% | Add +70.9% | 8,414 | $2.4M |
| AlphaQuest LLC | 0.13% | Add +1184.3% | 8,258 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +4.7% | 8,241 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -4.7% | 8,200 | $2.4M |
| Voya Investment Management LLC | 0.00% | Reduce -28.3% | 8,148 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -6.0% | 7,910 | $2.3M |
| Diversified Trust Co. | 0.04% | Add +0.0% | 7,898 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.3% | 7,800 | $2.2M |
| Commerce Bank | 0.01% | Add +0.1% | 7,552 | $2.2M |
| Wedge Capital Management L L P | 0.04% | Reduce -5.5% | 7,086 | $2.0M |
| Convergence Investment Partners, LLC | 0.41% | New | 7,066 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.5% | 7,039 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Add +53.6% | 7,038 | $2.0M |
| SkyView Investment Advisors, LLC | 0.25% | Reduce -1.4% | 6,990 | $2.0M |
| Kennondale Capital Management LLC | 1.48% | No change | 6,976 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -1.5% | 6,619 | $1.9M |
| Citadel Investment Advisory, Inc. | 0.80% | Add +0.3% | 6,452 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.6% | 6,293 | $1.8M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -9.1% | 6,218 | $1.8M |
| Crossmark Global Holdings, Inc. | 0.03% | New | 6,127 | $1.8M |
| Asset Management One Co., Ltd. | 0.00% | New | 5,920 | $1.7M |
| Penn Capital Management Company, LLC | 0.13% | Add +5.2% | 5,734 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -10.8% | 5,800 | $1.7M |
| Quadrature Capital Ltd | 0.02% | Add +263.4% | 5,771 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +106.9% | 5,748 | $1.7M |
| LGT Capital Partners LTD. | 0.08% | Reduce -43.3% | 5,730 | $1.7M |
| Intech Investment Management LLC | 0.01% | Reduce -44.5% | 5,727 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.8% | 5,597 | $1.6M |
| Southeastern Asset Management Inc. | 0.07% | Reduce -18.7% | 5,562 | $1.6M |
| Martingale Asset Management L P | 0.04% | Reduce -3.7% | 5,549 | $1.6M |
| Kestra Investment Management, LLC | 0.04% | Reduce -18.3% | 5,540 | $1.6M |
| Dark Forest Capital Management LP | 0.07% | Add +234.5% | 5,479 | $1.6M |
| Susquehanna Fundamental Investments, LLC | 0.05% | New | 5,374 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.0% | 5,373 | $1.5M |
| Private Client Services, LLC | 0.48% | New | 5,294 | $1.5M |
| Vise Technologies, Inc. | 0.03% | Add +7.8% | 5,233 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -3.2% | 5,155 | $1.5M |
| Danske Bank A/S | 0.00% | Reduce -62.3% | 5,084 | $1.5M |
| L2 Asset Management, LLC | 0.20% | Reduce -3.4% | 5,077 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -42.7% | 5,056 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +4.0% | 4,980 | $1.4M |
| Cwm, LLC | 0.00% | Reduce -17.6% | 4,938 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -6.0% | 4,700 | $1.4M |
| Traub Capital Management LLC | 1.26% | Reduce -0.5% | 4,551 | $1.3M |
| Guinness Asset Management LTD | 0.02% | Add +23.6% | 4,242 | $1.2M |
| Callan Family Office, LLC | 0.03% | Add +161.8% | 4,242 | $1.2M |
| Ieq Capital, LLC | 0.00% | Reduce -59.8% | 4,238 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.5% | 4,235 | $1.2M |
| Williamson Legacy Group, LLC | 0.93% | Add +1.5% | 4,109 | $1.2M |
| Altfest L J & Co. Inc. | 0.13% | New | 4,089 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +63.5% | 4,021 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +42.3% | 3,607 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -22.9% | 3,782 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +35.2% | 3,778 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +17.5% | 3,764 | $1.1M |
| Ethic Inc. | 0.02% | Add +13.4% | 3,750 | $1.1M |
| Numerai GP LLC | 0.13% | New | 3,736 | $1.1M |
| HRT Financial LP | 0.00% | Reduce -67.5% | 3,708 | $1.1M |
| Lecap Asset Management Ltd. | 0.42% | New | 3,685 | $1.1M |
| US Bancorp \de | 0.00% | Add +1.3% | 3,606 | $1.0M |
| Kendall Capital Management | 0.22% | No change | 3,605 | $1.0M |
| Vestcor Inc | 0.03% | Add +23.5% | 3,560 | $1.0M |
| Welch & Forbes LLC | 0.01% | No change | 3,500 | $1.0M |
| Ritholtz Wealth Management | 0.02% | Add +28.7% | 3,413 | $984K |
| Evolve Private Wealth, LLC | 0.06% | — | 3,399 | $980K |
| Pacer Advisors, Inc. | 0.00% | Reduce -11.1% | 3,367 | $971K |
| Federated Hermes, Inc. | 0.00% | Reduce -8.9% | 3,342 | $963K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.3% | 3,311 | $955K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.6% | 3,307 | $953K |
| Quadrant Capital Group LLC | 0.03% | Add +1.4% | 3,220 | $928K |
| CSM Advisors, LLC | 0.03% | Add +17.7% | 3,187 | $919K |
| HighTower Advisors, LLC | 0.00% | Add +17.8% | 3,182 | $917K |
| Stifel Financial Corp. | 0.00% | Add +14.0% | 3,139 | $905K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.3% | 3,086 | $890K |
| EP Wealth Advisors, LLC | 0.00% | — | 2,992 | $862K |
| Gabelli Funds LLC | 0.01% | Add +31.9% | 2,986 | $861K |
| Radnor Capital Management, LLC | 0.13% | No change | 2,970 | $856K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 2,963 | $854K |
| Marshall Wace, LLP | 0.00% | Add +172.7% | 2,871 | $828K |
| Polymer Capital Management (US) LLC | 0.10% | Add +105.3% | 2,811 | $810K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.6% | 2,792 | $805K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,662 | $767K |
| Sepio Capital, LP | 0.04% | Reduce -1.8% | 2,648 | $763K |
| RBF Capital, LLC | 0.03% | No change | 2,600 | $750K |
| Advisory Services Network, LLC | 0.01% | Reduce -32.5% | 2,598 | $749K |
| Legacy Wealth Asset Management, LLC | 0.18% | Reduce -12.7% | 2,589 | $746K |
| Xponance LLC | 0.01% | Reduce -17.9% | 2,583 | $745K |
| FJ Capital Management LLC | 0.08% | No change | 2,557 | $737K |
| Lazard Asset Management LLC | 0.00% | Reduce -52.4% | 2,534 | $731K |
| Harbor Advisors LLC | 0.11% | No change | 2,500 | $721K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.7% | 2,459 | $709K |
| Vident Advisory, LLC | 0.01% | Reduce -9.4% | 2,417 | $697K |
| Axq Capital, LP | 0.16% | New | 2,404 | $693K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.9% | 2,400 | $692K |
| MQS Management LLC | 0.39% | Reduce -28.1% | 2,286 | $659K |
| Quantum Portfolio Management LLC | 0.29% | Reduce -37.8% | 2,245 | $647K |
| Corus Family Wealth Advisors | 0.51% | Add +0.5% | 2,213 | $638K |
| Swiss Life Asset Management Ltd | 0.00% | Add +64.2% | 2,210 | $637K |
| Horizon Kinetics Asset Management LLC | 0.01% | Add +11.0% | 2,195 | $633K |
| Childress Capital Advisors, LLC | 0.09% | Add +120.7% | 2,044 | $589K |
| Mackenzie Financial Corp. | 0.00% | Reduce -57.3% | 2,032 | $589K |
| Kathmere Capital Management, LLC | 0.04% | New | 2,025 | $584K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.7% | 2,018 | $582K |
| GAMCO Investors | 0.01% | Reduce -27.9% | 2,000 | $577K |
| United Capital Financial Advisors, LLC | 0.00% | Add +63.1% | 1,936 | $558K |
| Greenleaf Trust | 0.00% | Add +1.5% | 1,801 | $519K |
| Hudson Bay Capital Management LP | 0.00% | New | 1,800 | $519K |
| Massar Capital Management, LP | 0.10% | New | 1,730 | $499K |
| Procyon Advisors, LLC | 0.02% | Add +5.0% | 1,730 | $499K |
| South Dakota Investment Council | 0.01% | Reduce -10.6% | 1,688 | $487K |
| Commonwealth Equity Services, LLC | 0.00% | Add +57.3% | 1,664 | $480K |
| M&T Bank Corp | 0.00% | Add +28.8% | 1,646 | $475K |
| Jupiter Asset Management Ltd. | 0.00% | No change | 1,619 | $467K |
| Cetera Trust Company, N.A | 0.24% | No change | 1,580 | $455K |
| SG Americas Securities, LLC | 0.00% | Reduce -62.4% | 1,557 | $449K |
| Cambria Investment Management, L.P. | 0.03% | Add +15.8% | 1,535 | $443K |
| Quantbot Technologies LP | 0.01% | Reduce -76.6% | 1,530 | $441K |
| GAMMA Investing LLC | 0.02% | Add +13.9% | 1,518 | $438K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,514 | $436K |
| BTC Capital Management, Inc. | 0.03% | New | 1,499 | $433K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.16% | New | 1,500 | $432K |
| Allegheny Financial Group | 0.06% | Reduce -1.0% | 1,495 | $431K |
| Glenmede Trust Co. NA | 0.00% | — | 1,492 | $430K |
| Utah Retirement Systems | 0.00% | No change | 1,477 | $426K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +1.5% | 1,462 | $421K |
| Levin Capital Strategies, L.P. | 0.04% | New | 1,454 | $419K |
| CenterBook Partners LP | 0.02% | New | 1,388 | $400K |
| Forum Financial Management, LP | 0.01% | No change | 1,385 | $399K |
| Investment Partners, LTD. | 0.14% | No change | 1,380 | $398K |
| Index Technologies Group LLC | 0.41% | — | 1,378 | $397K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,376 | $397K |
| MML Investors Services, LLC | 0.00% | Add +11.6% | 1,354 | $390K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -2.0% | 1,347 | $388K |
| Picton Mahoney Asset Management | 0.00% | Reduce -66.0% | 1,333 | $384K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 1,319 | $380K |
| Syon Capital LLC | 0.02% | Add +30.1% | 1,287 | $371K |
| Natixis | 0.00% | New | 1,281 | $369K |
| Atria Investments, Inc | 0.00% | Add +30.5% | 1,275 | $367K |
| Fulton Bank, N.A. | 0.01% | New | 1,262 | $364K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,240 | $360K |
| Sheets Smith Wealth Management | 0.04% | No change | 1,227 | $354K |
| Quent Capital, LLC | 0.03% | No change | 1,214 | $350K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +22.5% | 1,202 | $347K |
| TD Private Client Wealth LLC | 0.01% | Add +33.2% | 1,184 | $341K |
| Waverly Advisors, LLC | 0.00% | Add +13.7% | 1,155 | $333K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 1,155 | $333K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | No change | 1,150 | $332K |
| Choreo, LLC | 0.00% | Add +1.4% | 1,137 | $330K |
| Cadent Capital Advisors, LLC | 0.09% | No change | 1,134 | $327K |
| ProShare Advisors LLC | 0.00% | Reduce -6.6% | 1,128 | $325K |
| Bank of New Hampshire | 0.07% | No change | 1,104 | $318K |
| Guggenheim Capital LLC | 0.00% | New | 1,100 | $317K |
| MAI Capital Management | 0.00% | Reduce -1.9% | 1,087 | $313K |
| Old National Bancorp | 0.01% | Add +0.7% | 1,087 | $313K |
| AlphaCore Capital LLC | 0.01% | Add +3.4% | 1,083 | $312K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 1,081 | $312K |
| Bailard, Inc. | 0.01% | New | 1,076 | $310K |
| NewEdge Advisors, LLC | 0.00% | Add +7066.7% | 1,075 | $310K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.4% | 968 | $310K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,068 | $308K |
| Walleye Capital LLC | 0.00% | Reduce -85.5% | 1,056 | $304K |
| Global Retirement Partners, LLC | 0.01% | Add +387.4% | 1,043 | $301K |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.1% | 1,032 | $298K |
| CIBC Asset Management Inc | 0.00% | No change | 1,023 | $295K |
| Captrust Financial Advisors | 0.00% | Add +3.5% | 1,003 | $289K |
| Birch Financial Group, LLC | 0.16% | Reduce -1.4% | 985 | $284K |
| North Dakota State Investment Board | 0.01% | — | 975 | $281K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.4% | 974 | $281K |
| Merit Financial Group, LLC | 0.00% | Add +11.6% | 974 | $281K |
| Inceptionr LLC | 0.08% | New | 967 | $279K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -52.0% | 962 | $277K |
| Elevated Financial Group LLC | 0.10% | — | 956 | $276K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 949 | $274K |
| Keystone Financial Services | 0.08% | Reduce -1.1% | 932 | $269K |
| Shelton Capital Management | 0.01% | Reduce -7.9% | 928 | $268K |
| Autumn Glory Partners, LLC | 0.09% | No change | 925 | $267K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 924 | $266K |
| Brooklyn Investment Group | 0.01% | New | 911 | $266K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -76.4% | 922 | $266K |
| Magnetar Financial LLC | 0.00% | New | 912 | $263K |
| Cooper Financial Group | 0.03% | Reduce -4.9% | 904 | $261K |
| EMC Capital Management | 0.12% | Reduce -15.0% | 902 | $260K |
| MBB Public Markets I LLC | 0.03% | No change | 894 | $258K |
| Evergreen Capital Management LLC | 0.01% | Reduce -14.8% | 886 | $255K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 880 | $254K |
| PCM Encore, LLC | 0.05% | — | 877 | $253K |
| Sagewood Asset Management LP | 0.09% | — | 870 | $251K |
| Investment Partners Asset Management, Inc. | 0.15% | New | 836 | $241K |
| Exchange Traded Concepts, LLC | 0.00% | New | 824 | $238K |
| R Squared Ltd | 0.11% | New | 814 | $235K |
| Nicolet Bankshares Inc. | 0.04% | New | 803 | $231K |
| First Nebraska Trust Co | 0.02% | New | 799 | $230K |
| Hancock Whitney Corp. | 0.00% | Reduce -57.5% | 789 | $227K |
| Johnson Investment Counsel Inc. | 0.00% | New | 789 | $227K |
| Inscription Capital, LLC | 0.02% | New | 788 | $227K |
| Mangrove Partners Im, LLC | 0.02% | New | 775 | $223K |
| Baron Wealth Management LLC | 0.07% | New | 771 | $222K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 769 | $222K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -59.0% | 768 | $221K |
| State of Wyoming | 0.02% | Add +105.7% | 765 | $221K |
| DGS Capital Management, LLC | 0.04% | New | 763 | $220K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 745 | $215K |
| Wedmont Private Capital | 0.01% | New | 671 | $206K |
| Integrated Quantitative Investments LLC | 0.04% | New | 700 | $202K |
| JBF Capital, Inc. | 0.03% | New | 700 | $202K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,143 | $198K |
| STRS Ohio | 0.00% | Add +0.1% | 661 | $191K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 657 | $189K |
| USA Financial Formulas | 0.03% | Reduce -15.1% | 635 | $183K |
| IFP Advisors, Inc | 0.00% | Add +709.2% | 615 | $177K |
| Signaturefd, LLC | 0.00% | Add +5.6% | 589 | $170K |
| Bayforest Capital Ltd | 0.12% | Reduce -49.1% | 571 | $165K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.3% | 558 | $161K |
| Allworth Financial LP | 0.00% | Add +10.3% | 482 | $139K |
| UMB Bank, n.a. | 0.00% | Add +19.7% | 438 | $126K |
| Quarry LP | 0.02% | Add +100.5% | 425 | $123K |
| Versant Capital Management, Inc | 0.01% | Add +5.0% | 359 | $103K |
| Smithfield Trust Co | 0.00% | No change | 360 | $103K |
| Basepoint Wealth LLC | 0.06% | New | 347 | $100K |
| Rossby Financial, LCC | 0.03% | Reduce -1.2% | 341 | $98K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -38.3% | 332 | $96K |
| Truvestments Capital LLC | 0.02% | No change | 330 | $95K |
| Fifth Third Bancorp | 0.00% | Add +0.9% | 329 | $95K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $92K |
| Hantz Financial Services, Inc. | 0.00% | Add +114.8% | 305 | $88K |
| National Bank of Canada | 0.00% | Reduce -1.0% | 300 | $86K |
| Torren Management, LLC | 0.04% | — | 283 | $82K |
| American National Bank & Trust | 0.01% | No change | 277 | $80K |
| Smartleaf Asset Management LLC | 0.00% | Add +157.1% | 252 | $73K |
| Tema ETFs LLC | 0.01% | New | 252 | $73K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.2% | 243 | $70K |
| Highlander Partners, L.P. | 0.02% | New | 235 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | Add +676.7% | 233 | $67K |
| Huntington National Bank | 0.00% | Add +4.1% | 229 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.8% | 219 | $63K |
| CFG Wealth Management Services, Inc. | 0.06% | — | 207 | $60K |
| Whittier Trust Co. | 0.00% | No change | 190 | $59K |
| Arax Advisory Partners | 0.00% | Add +94.1% | 198 | $57K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -4.5% | 189 | $54K |
| Private Trust Co. NA | 0.00% | Reduce -34.3% | 180 | $52K |
| Root Financial Partners, LLC | 0.00% | Add +19.3% | 167 | $48K |
| WealthCollab, LLC | 0.02% | No change | 163 | $47K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 146 | $42K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 132 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -47.9% | 123 | $35K |
| Ancora Advisors LLC | 0.00% | New | 119 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Add +22.9% | 118 | $34K |
| Millstone Evans Group, LLC | 0.02% | Reduce -37.5% | 110 | $32K |
| Covestor Ltd | 0.02% | Reduce -10.6% | 101 | $30K |
| SageView Advisory Group, LLC | 0.00% | New | 104 | $30K |
| Leonteq Securities AG | 0.00% | New | 104 | $30K |
| Trust Co. of Toledo NA | 0.00% | No change | 99 | $29K |
| SBI Securities Co., Ltd. | 0.00% | No change | 93 | $27K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 90 | $26K |
| Bokf, NA | 0.00% | Add +21.1% | 86 | $25K |
| Clearstead Advisors, LLC | 0.00% | Add +211.1% | 84 | $24K |
| Goodman Advisory Group, LLC | 0.01% | No change | 81 | $23K |
| Meeder Asset Management Inc. | 0.00% | Reduce -43.7% | 80 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 76 | $22K |
| Elyxium Wealth, LLC | 0.01% | New | 75 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 75 | $22K |
| Bell Investment Advisors, Inc | 0.00% | No change | 68 | $20K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 61 | $18K |
| Atlas Capital Advisors Inc. | 0.00% | — | 59 | $17K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $15K |
| Kelleher Financial Advisors | 0.00% | No change | 49 | $14K |
| Golden State Wealth Management, LLC | 0.00% | No change | 47 | $14K |
| Toronto Dominion Bank | 0.00% | Add +5.0% | 42 | $13K |
| Bullock Wealth Management Group | 0.01% | — | 41 | $12K |
| LRI Investments, LLC | 0.00% | No change | 39 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +31.0% | 38 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 37 | $11K |
| Grove Bank & Trust | 0.00% | No change | 35 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 32 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 30 | $9K |
| First Pacific Financial | 0.00% | Reduce -14.7% | 29 | $8K |
| Key Financial Inc | 0.00% | No change | 27 | $8K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -16.7% | 25 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 25 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 25 | $7K |
| Addison Advisors LLC | 0.00% | Add +53.3% | 23 | $7K |
| True Wealth Design, LLC | 0.00% | Reduce -4.3% | 22 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +22.2% | 22 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 21 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $6K |
| Signature Equity Partners, LLC | 0.00% | — | 18 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 17 | $5K |
| HM Payson & Co. | 0.00% | No change | 14 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 14 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 13 | $4K |
| Marquette Asset Management, LLC | 0.00% | New | 13 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 13 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -59.4% | 13 | $4K |
| Manchester Capital Management LLC | 0.00% | New | 11 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +266.7% | 11 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | New | 10 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 10 | $3K |
| Investors Portfolio Services LLC | 0.00% | — | 9 | $3K |
| Wealth Watch Advisors, INC | 0.00% | No change | 9 | $3K |
| North Star Investment Management Corp. | 0.00% | New | 9 | $3K |
| Kilter Group LLC | 0.00% | No change | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 8 | $2K |
| Ares Financial Consulting, LLC | 0.00% | — | 8 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| Optima Capital LLC | 0.00% | New | 7 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Avion Wealth | 0.00% | No change | 7 | $2K |
| First Horizon Corp. | 0.00% | No change | 6 | $2K |
| SouthState Bank Corp | 0.00% | No change | 6 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 5 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 5 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 5 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 4 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 3 | $865 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $865 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $865 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $865 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $865 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $865 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $865 |
| Spire Wealth Management | 0.00% | New | 3 | $865 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $627 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 2 | $577 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $577 |
| Larson Financial Group LLC | 0.00% | New | 2 | $577 |
| SHP Wealth Management | 0.00% | — | 2 | $577 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -92.9% | 2 | $576 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $289 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $288 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 1 | $288 |
| 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.