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Disclosery

AMG AFFILIATED MANAGERS GROUP

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Stock (common), issuer CIK 1004434

547 managers (565 13F filers) reported a position in AMG shares at 2026-06-30, 25,244,564 shares in all. 75 filers opened a position and 53 filers sold out during the quarter.

Managers
547
13F filers
565
New
75
Added
159
Reduced
216
Sold out
53
Shares held by filers
25,244,564

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cooper Financial Group642$217K0.02%-18613F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd640$217K0.15%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.638$216K<0.01%+613F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC631$214K0.01%new13F-HRTimeline
One Wealth Advisors, LLC627$212K0.02%-28013F-HRTimeline
Farringdon Capital, Ltd.627$212K0.11%-29913F-HRTimeline
Narus Financial Partners, LLC620$210K0.05%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co611$207K0.01%new13F-HRTimelineGroup
Brown Financial Advisors608$206K0.07%-30313F-HRTimeline
Diametric Capital, LP606$205K0.02%new13F-HRTimeline
Dodge & Cox600$203K<0.01%new13F-HRTimeline
PROFUND ADVISORS LLC598$202K0.01%new13F-HRTimeline
Asset Management One Co., Ltd.580$196K<0.01%-5,34013F-HRTimeline
Versant Capital Management, Inc512$173K0.02%+1513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC500$169K0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP491$168K<0.01%+19713F-HRTimelineGroup
Allworth Financial LP459$155K<0.01%-2813F-HRTimeline
UMB Bank, n.a.454$154K<0.01%-1113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smithfield Trust Co360$122K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC347$119K<0.01%013F-HRTimeline
Basepoint Wealth LLC347$117K0.07%013F-HRTimeline
Truvestments Capital LLC330$112K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST277$93.7K0.01%013F-HRTimeline
Quarry LP270$91.4K0.01%-86513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/265$89.6K<0.01%-3813F-HRTimelineGroup
Millstone Evans Group, LLC239$80.9K0.04%+12913F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC238$80.5K<0.01%-2,44613F-HRTimelineGroup
WealthCollab, LLC229$77.5K0.03%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK221$74.8K<0.01%-1913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC192$65K<0.01%+213F-HRTimelineGroup
Integrated Wealth Concepts LLC180$60.9K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB174$58.9K<0.01%-613F-HRTimeline
PRIVATE TRUST CO NA159$53.8K<0.01%-2113F-HRTimeline
Tema ETFs LLC125$42.3K<0.01%-12713F-HRTimeline
WHITTIER TRUST CO104$37.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…102$34.5K<0.01%-7713F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/99$33.5K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS98$33.2K<0.01%+4913F-HRTimeline
SBI Securities Co., Ltd.93$31.5K<0.01%013F-HRTimeline
Asset Dedication, LLC76$25.7K<0.01%013F-HRTimeline
CVA Family Office, LLC76$25.7K<0.01%+913F-HRTimeline
N.E.W. Advisory Services LLC75$25.4K<0.01%013F-HRTimeline
Larson Financial Group LLC74$25K<0.01%+5013F-HRTimeline
Bell Investment Advisors, Inc70$23.7K<0.01%013F-HRTimeline
CX Institutional66$22K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…63$21.3K<0.01%+3113F-HRTimeline
Frazier Financial Advisors, LLC61$20.6K0.01%-413F-HRTimeline
Covestor Ltd58$20K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.59$20K<0.01%new13F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN53$17.9K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS53$16.9K<0.01%new13F-HRTimeline
LRI Investments, LLC49$16.6K<0.01%-113F-HRTimeline
Eurizon Capital SGR S.p.A.47$16.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC47$15.9K<0.01%013F-HRTimeline
Accent Capital Management, LLC42$14.2K0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK40$14K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC41$13.9K<0.01%013F-HRTimeline
Bullock Wealth Management Group41$13.8K0.01%13F-HRTimeline
Grove Bank & Trust39$13.2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.39$13.2K<0.01%013F-HRTimeline
Continuum Advisory, LLC36$12.2K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC35$11.8K<0.01%+2513F-HRTimeline
Persistent Asset Partners Ltd34$11.5K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB33$11.2K<0.01%+1913F-HRTimeline
Geneos Wealth Management Inc.32$10.8K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC29$9.81K<0.01%+713F-HRTimeline
Rossby Financial, LCC28$9.47K<0.01%-113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…27$9.14K<0.01%+1713F-HRTimeline
Key Financial Inc27$9.14K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.25$8.46K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO24$8.12K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…24$8.12K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC24$8.12K<0.01%013F-HRTimeline
United Financial Planning Group LLC24$8.12K<0.01%013F-HRTimeline
True Wealth Design, LLC23$7.78K<0.01%013F-HRTimeline
Fortitude Family Office, LLC23$7.78K<0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22$7.45K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20$6.77K<0.01%013F-HRTimeline
MATHER GROUP, LLC.17$5.75K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC17$5.75K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC17$5.75K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC16$5.42K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC15$5.08K<0.01%+413F-HRTimeline
HM PAYSON & CO14$4.74K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14$4.74K<0.01%-1113F-HRTimelineGroup
Marquette Asset Management, LLC13$4.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.13$4.4K<0.01%+213F-HRTimeline
OAKWORTH CAPITAL, INC.13$4.4K<0.01%013F-HRTimeline
Creative Capital Management Investments…12$4.06K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC12$4.06K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12$4.05K<0.01%-213F-HRTimeline
CENTRAL TRUST Co11$3.72K<0.01%+813F-HRTimeline
North Star Investment Management Corp.9$3.05K<0.01%-313F-HRTimeline
Manchester Capital Management LLC9$3.05K<0.01%013F-HRTimeline
JPL Wealth Management, LLC9$3.05K<0.01%013F-HRTimeline
Synergy Investment Management, LLC8$2.88K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.8$2.71K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC8$2.71K<0.01%+513F-HRTimeline
Hughes Financial Services, LLC8$2.71K<0.01%+713F-HRTimeline
Ares Financial Consulting, LLC8$2.71K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC8$2.59K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC7$2.37K<0.01%013F-HRTimeline
Elequin Capital, LP7$2.37K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.7$2.37K<0.01%013F-HRTimeline
Kilter Group LLC7$2.37K<0.01%-113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$2.03K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC6$2.03K<0.01%013F-HRTimeline
FIRST HORIZON CORP6$2.03K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6$2.03K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6$2.03K<0.01%013F-HRTimeline
NewEdge Advisors, LLC6$2.03K<0.01%-913F-HRTimeline
Whipplewood Advisors, LLC6$2.03K<0.01%013F-HRTimeline
Investors Portfolio Services LLC6$2.03K<0.01%013F-HRTimeline
Avion Wealth7$2K<0.01%013F-HRTimeline
Dunhill Financial, LLC5$1.86K<0.01%013F-HRTimeline
IFG Advisory, LLC5$1.73K<0.01%new13F-HRTimeline
Cromwell Holdings LLC5$1.69K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC5$1.69K<0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC5$1.69K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC4$1.35K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4$1.35K<0.01%new13F-HRTimeline
Bogart Wealth, LLC4$1.35K<0.01%-413F-HRTimeline
CoreCap Advisors, LLC4$1.35K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4$1.35K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.4$1.35K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC3$1.02K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC3$1.02K<0.01%-1013F-HRTimeline
AdvisorNet Financial, Inc3$1.01K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.3$1.01K<0.01%013F-HRTimeline
SHP Wealth Management3$1.01K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC3$1.01K<0.01%013F-HRTimeline
WPG Advisers, LLC3$1.01K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP4$1K<0.01%new13F-HRTimeline
Navigoe, LLC3$1K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2$1K<0.01%new13F-HR/ATimeline
Bare Financial Services, Inc2$677<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.2$677<0.01%new13F-HRTimelineGroup
Cornerstone Financial Management LLC2$677<0.01%new13F-HR/ATimeline
Silver Grove Financial Group, Inc.2$677<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1$339<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$339<0.01%013F-HRTimeline
Sachetta, LLC1$339<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$338<0.01%-513F-HRTimeline
Wealth Enhancement Trust Services, Inc.1$338<0.01%013F-HR/ATimeline
DecisionPoint Financial, LLC1$337<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.