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Disclosery

AMG AFFILIATED MANAGERS GROUP

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Stock (common), issuer CIK 1004434

388 managers (397 13F filers) reported a position in AMG shares at 2025-03-31, 27,687,802 shares in all. 34 filers opened a position and 48 filers sold out during the quarter.

Managers
388
13F filers
397
New
34
Added
114
Reduced
169
Sold out
48
Shares held by filers
27,687,802

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Genus Capital Management Inc.3,490$586K0.09%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,457$581K0.01%-113F-HRTimeline
XPONANCE LLC3,420$575K0.01%-33913F-HRTimeline
&PARTNERS3,338$559K0.01%+73113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,960$547K<0.01%-1,56113F-HRTimelineGroup
Cresset Asset Management, LLC3,232$543K<0.01%-69013F-HRTimeline
FORTE CAPITAL LLC /ADV3,215$540K0.06%+35813F-HRTimeline
Wilkinson Global Asset Management LLC3,200$538K0.03%-20013F-HRTimeline
Hillsdale Investment Management Inc.3,190$536K0.03%+10013F-HRTimeline
Corus Family Wealth Advisors3,170$533K0.36%-53413F-HRTimeline
Guinness Asset Management LTD3,122$525K0.01%-20413F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,105$522K0.02%+2,47513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,097$520K<0.01%-10413F-HRTimeline
NorthCoast Asset Management LLC3,075$517K<0.01%-3513F-HR/ATimeline
Ethic Inc.2,992$507K0.01%-88713F-HRTimeline
Dodge & Cox3,000$504K<0.01%-3,50013F-HRTimeline
Radnor Capital Management, LLC2,970$499K0.08%013F-HRTimeline
Polymer Capital Management (US) LLC2,943$495K0.15%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,828$475K<0.01%-9613F-HRTimelineGroup
AdvisorShares Investments LLC2,800$474K0.09%+10613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,767$465K0.01%-11613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,767$465K<0.01%+30913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,719$457K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC2,616$440K<0.01%+85213F-HRTimeline
RBF Capital, LLC2,600$437K0.03%013F-HRTimeline
Asset Management One Co., Ltd.2,588$435K<0.01%013F-HRTimeline
Atria Investments, Inc2,525$424K0.01%-24613F-HRTimeline
Harbor Advisors LLC2,500$420K0.07%013F-HRTimeline
Quantum Portfolio Management LLC2,449$412K0.21%-2,49113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,427$408K<0.01%-1,24713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,411$405K0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,394$402K<0.01%+413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,361$397K0.01%-9913F-HRTimeline
OP Asset Management Ltd2,346$394K0.01%13F-HR/ATimeline
HighTower Advisors, LLC2,290$385K<0.01%-32813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,270$381K<0.01%-42913F-HRTimelineGroup
Vestcor Inc2,243$377K0.01%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,218$373K0.01%013F-HRTimeline
South Dakota Investment Council2,188$368K0.01%013F-HRTimeline
Pacer Advisors, Inc.2,160$363K<0.01%-3,30813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,128$358K<0.01%-2313F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC2,085$350K<0.01%+31113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,037$342K<0.01%-5313F-HRTimelineGroup
Cornerstone Investment Partners, LLC2,009$338K0.02%-1,10213F-HRTimeline
CenterBook Partners LP1,973$332K0.02%-3,69613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,956$329K<0.01%+9013F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…1,919$321K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,859$315K0.01%+1,64913F-HRTimeline
Procyon Advisors, LLC1,851$311K0.02%+3113F-HRTimeline
Advisory Services Network, LLC1,829$307K0.01%-2,48513F-HRTimeline
HANCOCK WHITNEY CORP1,823$306K0.01%-10913F-HRTimeline
GREENLEAF TRUST1,802$303K<0.01%-213F-HRTimeline
BAILARD, INC.1,800$302K0.01%new13F-HRTimeline
Callan Capital, LLC1,758$295K0.02%+2113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,719$289K<0.01%+68713F-HRTimelineGroup
SG Americas Securities, LLC1,677$282K<0.01%-27,88113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,653$278K0.01%-22513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC1,600$269K0.02%new13F-HRTimeline
Utah Retirement Systems1,600$269K<0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC1,576$265K0.02%-7013F-HRTimeline
Maryland State Retirement & Pension Sys…1,567$263K0.01%013F-HRTimeline
INVESTMENT PARTNERS, LTD.1,525$256K0.11%-6013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,518$255K<0.01%-2,13713F-HRTimelineGroup
CW Advisors, LLC1,440$242K<0.01%+13313F-HRTimeline
SHELL ASSET MANAGEMENT CO1,443$242K0.01%-6213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,428$240K0.01%-8813F-HRTimeline
Cadent Capital Advisors, LLC1,410$237K0.09%013F-HRTimeline
Cetera Trust Company, N.A1,410$237K0.15%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,382$232K<0.01%new13F-HRTimelineGroup
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…1,353$227K<0.01%-1,08913F-HR/ATimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,319$222K0.04%-7413F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,310$221K<0.01%+19113F-HRTimelineGroup
Allegheny Financial Group1,310$220K0.06%-6313F-HRTimeline
KBC Group NVin group KBC Group NV1,269$213K<0.01%+2513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,260$212K0.03%+1013F-HRTimeline
ProShare Advisors LLC1,247$210K<0.01%-16813F-HRTimeline
Ironwood Investment Counsel, LLC1,240$208K0.04%-97513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT1,227$206K0.03%013F-HRTimeline
Quent Capital, LLC1,213$204K0.02%-6913F-HRTimeline
Gallacher Capital Management LLC1,206$203K0.1%new13F-HRTimeline
EMC Capital Management1,190$200K0.12%013F-HRTimeline
Parallel Advisors, LLC1,170$197K<0.01%+7513F-HRTimeline
MAI Capital Management1,157$194K<0.01%+4213F-HRTimeline
DekaBank Deutsche Girozentrale1,143$190K<0.01%013F-HRTimeline
Bank of New Hampshire1,104$186K0.05%-5913F-HRTimeline
AlphaQuest LLC1,079$181K0.02%-39413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC938$158K<0.01%+13313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…797$134K<0.01%-1,60313F-HRTimelineGroup
GAMMA Investing LLC750$126K0.01%-13813F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.709$119K<0.01%+7113F-HRTimelineGroup
SIGNATUREFD, LLC651$109K<0.01%-8213F-HRTimeline
Quarry LP411$69.1K0.02%+12613F-HRTimeline
Lindbrook Capital, LLC407$68.4K0.01%+26113F-HRTimeline
Smithfield Trust Co410$68K<0.01%013F-HRTimeline
Brooklyn Investment Group377$63.3K0.01%+10213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…362$60.8K<0.01%+5013F-HRTimelineGroup
Rossby Financial, LCC347$56.4K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.335$56.3K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC330$55.5K0.01%013F-HRTimeline
WHITTIER TRUST CO325$54.6K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding320$53.8K-6,911Timeline
SVB WEALTH LLC305$51.2K<0.01%-82313F-HRTimeline
PRIVATE TRUST CO NA301$50.6K0.01%+8313F-HRTimeline
UMB Bank, n.a.298$50.1K<0.01%+4313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wilmington Savings Fund Society, FSB256$43K<0.01%013F-HRTimeline
Covestor Ltd242$41K0.03%-16113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK236$39.7K<0.01%-1613F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…216$36K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.194$32.6K<0.01%013F-HRTimeline
Versant Capital Management, Inc181$30.4K0.01%+7513F-HRTimeline
Steward Partners Investment Advisory, L…174$29.2K<0.01%-22913F-HRTimeline
Millstone Evans Group, LLC168$28.2K0.02%+10213F-HRTimeline
WealthCollab, LLC163$27.4K0.02%013F-HRTimeline
Goodman Advisory Group, LLC161$27.1K0.01%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP159$26.6K<0.01%+1913F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…148$24.9K<0.01%+3713F-HRTimelineGroup
Arax Advisory Partners131$22K<0.01%+12313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…127$21.3K<0.01%+4813F-HRTimeline
Smartleaf Asset Management LLC121$20.2K<0.01%-413F-HRTimeline
IFP Advisors, Inc114$19.2K<0.01%+1913F-HRTimeline
Matrix Trust Co109$18K<0.01%new13F-HRTimeline
Altshuler Shaham Ltd103$17.3K<0.01%-3613F-HRTimeline
Parkside Financial Bank & Trust95$16K<0.01%+5313F-HRTimeline
Geneos Wealth Management Inc.43$15.3K<0.01%+2113F-HRTimeline
Allworth Financial LP90$14.7K<0.01%-8213F-HRTimeline
Rise Advisors, LLC75$12.6K0.01%-1813F-HRTimeline
N.E.W. Advisory Services LLC75$12.6K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC73$12.3K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc68$11.4K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.72$10.3K<0.01%-3713F-HRTimelineGroup
Frazier Financial Advisors, LLC61$10.2K0.01%013F-HRTimeline
Continuum Advisory, LLC56$9.41K<0.01%+4413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.55$9.24K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN53$8.91K<0.01%013F-HRTimeline
Promethos Capital, LLC50$8.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC47$7.9K<0.01%013F-HR/ATimeline
Addison Advisors LLC43$7.23K<0.01%-3613F-HRTimeline
First Pacific Financial39$6.55K<0.01%013F-HRTimeline
Hemington Wealth Management40$6K<0.01%+913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.34$5.71K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB33$5.54K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC30$5.04K<0.01%013F-HRTimeline
North Capital, Inc.29$4.87K<0.01%13F-HRTimeline
Key Financial Inc27$4.54K<0.01%013F-HRTimeline
CVA Family Office, LLC25$4.2K<0.01%013F-HRTimeline
CX Institutional22$4K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…23$3.87K<0.01%+913F-HRTimelineGroup
Asset Dedication, LLC23$3.87K<0.01%013F-HRTimeline
FSA Wealth Management LLC23$3.87K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22$3.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20$3.36K<0.01%013F-HRTimeline
Grove Bank & Trust19$3.19K<0.01%013F-HRTimeline
MATHER GROUP, LLC.17$2.86K<0.01%013F-HRTimeline
Elequin Capital, LP17$2.86K<0.01%-4413F-HRTimeline
Private Wealth Management Group, LLC17$2.86K<0.01%013F-HRTimeline
WPG Advisers, LLC16$2.69K<0.01%-813F-HRTimeline
NewEdge Advisors, LLC15$2.52K<0.01%013F-HRTimeline
HM PAYSON & CO14$2.35K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.13$2.18K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9$1.51K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.9$1.51K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC9$1.51K<0.01%+613F-HRTimeline
SJS Investment Consulting Inc.8$1.34K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.8$1.34K<0.01%-113F-HRTimeline
Tortoise Investment Management, LLC8$1.34K<0.01%013F-HR/ATimeline
ORG Partners LLC7$1.19K<0.01%new13F-HRTimeline
Sachetta, LLC7$1.18K<0.01%-313F-HRTimeline
Whipplewood Advisors, LLC17$1.01K<0.01%+1113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6$1.01K<0.01%013F-HRTimeline
Avion Wealth7$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOGAN CAPITAL MANAGEMENT INC4$672<0.01%013F-HRTimeline
Bogart Wealth, LLC4$672<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$508<0.01%new13F-HRTimeline
CENTRAL TRUST Co3$505<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3$505<0.01%013F-HR/ATimeline
True Wealth Design, LLC3$505<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.3$504<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC2$337<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$336<0.01%+113F-HRTimeline
Private Wealth Asset Management, LLC2$336<0.01%13F-HRTimeline
Activest Wealth Management2$336<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC1$169<0.01%13F-HRTimeline
AdvisorNet Financial, Inc1$168<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC1$168<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC1$168<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$168<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.