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Disclosery

AMG AFFILIATED MANAGERS GROUP

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Stock (common), issuer CIK 1004434

501 managers (512 13F filers) reported a position in AMG shares at 2025-12-31, 25,920,302 shares in all. 78 filers opened a position and 30 filers sold out during the quarter.

Managers
501
13F filers
512
New
78
Added
145
Reduced
170
Sold out
30
Shares held by filers
25,920,302

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WHITTIER TRUST CO190$59K<0.01%013F-HRTimeline
Arax Advisory Partners198$57.1K<0.01%+9613F-HRTimeline
Wilmington Savings Fund Society, FSB189$54.5K<0.01%-913F-HRTimeline
PRIVATE TRUST CO NA180$51.9K<0.01%-9413F-HRTimeline
Root Financial Partners, LLC167$48.1K<0.01%+2713F-HRTimeline
WealthCollab, LLC163$47K0.02%013F-HRTimeline
Caitong International Asset Management …146$42.1K0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…123$35.5K<0.01%-11313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC119$34.3K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust118$34K<0.01%+2213F-HRTimeline
Millstone Evans Group, LLC110$31.7K0.02%-6613F-HRTimeline
Covestor Ltd101$30K0.02%-1213F-HRTimeline
SageView Advisory Group, LLC104$30K<0.01%new13F-HRTimeline
Leonteq Securities AG104$30K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/99$28.5K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.93$26.8K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.90$25.9K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA86$24.8K<0.01%+1513F-HRTimelineGroup
Clearstead Advisors, LLC84$24.2K<0.01%+5713F-HRTimeline
Goodman Advisory Group, LLC81$23.4K0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.80$23.1K<0.01%-6213F-HRTimelineGroup
Asset Dedication, LLC76$21.9K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC75$21.6K<0.01%013F-HRTimeline
Elyxium Wealth, LLC75$21.6K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc68$19.6K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC61$17.6K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.59$17K<0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN53$15.3K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS49$14.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC47$13.5K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK42$12.6K<0.01%+213F-HRTimelineGroup
Bullock Wealth Management Group41$11.8K0.01%013F-HRTimeline
LRI Investments, LLC39$11.2K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC38$11K<0.01%+913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.37$10.7K<0.01%new13F-HRTimeline
Grove Bank & Trust35$10.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.32$9.22K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd30$8.65K<0.01%new13F-HRTimeline
First Pacific Financial29$8.36K<0.01%-513F-HRTimeline
Key Financial Inc27$7.78K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…25$7.21K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC25$7.21K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.25$7.21K<0.01%-513F-HRTimeline
Addison Advisors LLC23$6.63K<0.01%+813F-HRTimeline
True Wealth Design, LLC22$6.4K<0.01%-113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22$6.34K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…22$6.34K<0.01%+413F-HRTimelineGroup
Keating Financial Advisory Services, In…21$6.05K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20$5.77K<0.01%013F-HRTimeline
Signature Equity Partners, LLC18$5.19K<0.01%13F-HRTimeline
Private Wealth Management Group, LLC17$4.9K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC17$4.9K<0.01%13F-HRTimeline
HM PAYSON & CO14$4.04K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB14$4.04K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.13$3.75K<0.01%-1913F-HRTimeline
Marquette Asset Management, LLC13$3.75K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.13$3.75K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.13$3.75K<0.01%013F-HRTimeline
Manchester Capital Management LLC11$3.17K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.11$3.17K<0.01%+813F-HRTimeline
Fortitude Family Office, LLC10$2.88K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC10$2.88K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC9$2.62K<0.01%13F-HRTimeline
North Star Investment Management Corp.9$2.6K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC9$2.6K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.8$2.31K<0.01%013F-HRTimeline
Kilter Group LLC8$2.31K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC8$2.31K<0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC8$2.21K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC7$2.02K<0.01%+113F-HRTimeline
OPTIMA CAPITAL LLC7$2.02K<0.01%new13F-HRTimeline
Avion Wealth7$2K<0.01%013F-HRTimeline
FIRST HORIZON CORP6$1.73K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$1.73K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6$1.73K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$1.44K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.5$1.44K<0.01%013F-HRTimeline
Cromwell Holdings LLC5$1.44K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.5$1.44K<0.01%new13F-HRTimeline
Bogart Wealth, LLC4$1.15K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$1.15K<0.01%013F-HRTimeline
CoreCap Advisors, LLC4$1.15K<0.01%013F-HRTimeline
CENTRAL TRUST Co3$865<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3$865<0.01%013F-HRTimeline
Financial Management Professionals, Inc.3$865<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3$865<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3$865<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC3$865<0.01%013F-HRTimeline
WPG Advisers, LLC3$865<0.01%013F-HRTimeline
HFM Investment Advisors, LLC3$865<0.01%013F-HRTimeline
Cornerstone Planning Group LLC2$627<0.01%new13F-HRTimeline
Larson Financial Group LLC2$577<0.01%new13F-HRTimeline
SHP Wealth Management2$577<0.01%13F-HRTimeline
Private Wealth Asset Management, LLC2$577<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp2$577<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2$576<0.01%-2613F-HRTimeline
TFC Financial Management, Inc.1$289<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$288<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1$288<0.01%13F-HRTimeline
Raleigh Capital Management Inc.0$1<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.