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AMG AFFILIATED MANAGERS GROUP

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Stock (common), issuer CIK 1004434

424 managers (435 13F filers) reported a position in AMG shares at 2025-06-30, 26,846,231 shares in all. 81 filers opened a position and 43 filers sold out during the quarter.

Managers
424
13F filers
435
New
81
Added
109
Reduced
179
Sold out
43
Shares held by filers
26,846,231

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Avion Wealth7$1K<0.01%013F-HR/ATimeline
SJS Investment Consulting Inc.5$984<0.01%-313F-HRTimeline
Cromwell Holdings LLC5$984<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC5$984<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC4$787<0.01%013F-HRTimeline
Bogart Wealth, LLC4$787<0.01%013F-HRTimeline
CoreCap Advisors, LLC4$787<0.01%new13F-HRTimeline
CENTRAL TRUST Co3$591<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3$591<0.01%013F-HR/ATimeline
Physician Wealth Advisors, Inc.3$591<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3$590<0.01%+213F-HRTimeline
Financial Management Professionals, Inc.3$590<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC3$590<0.01%+213F-HRTimeline
Principia Wealth Advisory, LLC3$590<0.01%new13F-HRTimeline
WPG Advisers, LLC3$590<0.01%-1313F-HRTimeline
HFM Investment Advisors, LLC3$590<0.01%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$394<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$394<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$197<0.01%new13F-HRTimeline
Stephens Consulting, LLC1$197<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$197<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.