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Disclosery

AMG AFFILIATED MANAGERS GROUP

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Stock (common), issuer CIK 1004434

534 managers (550 13F filers) reported a position in AMG shares at 2026-03-31, 24,847,282 shares in all. 81 filers opened a position and 47 filers sold out during the quarter.

Managers
534
13F filers
550
New
81
Added
218
Reduced
137
Sold out
47
Shares held by filers
24,847,282

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bayforest Capital Ltd633$175K0.2%+6213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.632$175K<0.01%+7413F-HRTimelineGroup
USA FINANCIAL FORMULAS609$169K0.03%-2613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.504$139K<0.01%+19913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc497$138K0.01%+13813F-HRTimeline
Allworth Financial LP487$135K<0.01%+513F-HRTimeline
Arax Advisory Partners435$129K<0.01%+23713F-HRTimeline
UMB Bank, n.a.465$129K<0.01%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…391$108K<0.01%+17213F-HRTimeline
Smithfield Trust Co360$101K<0.01%013F-HRTimeline
Basepoint Wealth LLC347$96K0.05%013F-HRTimeline
Innovative Asset Advisors Group, LLC342$94.6K0.05%13F-HRTimeline
Smartleaf Asset Management LLC347$93.7K<0.01%+9513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…332$91.9K0.01%013F-HRTimeline
Truvestments Capital LLC330$91.3K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/303$83.8K<0.01%+313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP294$79.1K<0.01%+5113F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST277$76.6K0.01%013F-HRTimeline
Tema ETFs LLC252$69.7K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK240$66.4K<0.01%+1113F-HRTimelineGroup
WealthCollab, LLC229$63.4K0.03%+6613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC190$52K<0.01%-13,68413F-HRTimelineGroup
Root Financial Partners, LLC184$50.9K<0.01%+1713F-HRTimeline
Wilmington Savings Fund Society, FSB180$49.8K<0.01%-913F-HRTimeline
PRIVATE TRUST CO NA180$49.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…179$49.5K<0.01%+5613F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC133$36.8K<0.01%+1413F-HRTimelineGroup
Parkside Financial Bank & Trust130$36K<0.01%+1213F-HRTimeline
Millstone Evans Group, LLC110$30.4K0.02%013F-HRTimeline
WHITTIER TRUST CO104$27.8K<0.01%-8613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/99$27.4K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.93$25.7K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.90$24.9K<0.01%013F-HRTimeline
Goodman Advisory Group, LLC81$22.4K0.01%013F-HRTimeline
Asset Dedication, LLC76$21K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC75$20.8K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc70$19.4K<0.01%+213F-HRTimeline
BOKF, NAin group BOKF, NA68$18.8K<0.01%-1813F-HRTimelineGroup
CVA Family Office, LLC67$18.5K<0.01%+4213F-HRTimeline
CX Institutional66$18K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC65$18K0.01%+413F-HRTimeline
Covestor Ltd58$17K0.01%-4313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN53$14.7K<0.01%013F-HRTimeline
LRI Investments, LLC50$13.8K<0.01%+1113F-HRTimeline
KELLEHER FINANCIAL ADVISORS49$13.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC47$13K<0.01%013F-HRTimeline
Eurizon Capital SGR S.p.A.47$12.7K<0.01%new13F-HRTimeline
Tacita Capital Inc46$12.7K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC41$11.3K<0.01%+313F-HRTimeline
First Pacific Financial41$11.3K<0.01%+1213F-HRTimeline
Bullock Wealth Management Group41$11.2K0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK40$11K<0.01%-213F-HRTimelineGroup
Grove Bank & Trust39$10.8K<0.01%+413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.39$10.8K<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.32$8.85K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…32$8.85K<0.01%+1113F-HRTimeline
Rossby Financial, LCC29$7.93K<0.01%-31213F-HRTimeline
Key Financial Inc27$7.47K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.25$6.92K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…25$6.92K<0.01%+313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO24$6.64K<0.01%-89813F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…24$6.64K<0.01%-113F-HRTimelineGroup
Larson Financial Group LLC24$6.64K<0.01%+2213F-HRTimeline
Cedar Mountain Advisors, LLC24$6.64K<0.01%new13F-HRTimeline
United Financial Planning Group LLC24$6.64K<0.01%new13F-HRTimeline
True Wealth Design, LLC23$6.42K<0.01%+113F-HRTimeline
Addison Advisors LLC23$6.37K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22$6.09K<0.01%013F-HRTimeline
Fortitude Family Office, LLC22$6.09K<0.01%+1213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC22$6.09K<0.01%new13F-HRTimeline
Intentional Wealth Strategies, LLC21$5.81K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20$5.53K<0.01%013F-HRTimeline
MATHER GROUP, LLC.17$4.7K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC17$4.7K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC17$4.7K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC16$4.43K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC16$4.43K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC15$4.15K<0.01%-1,06013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.14$3.94K<0.01%+113F-HRTimeline
HM PAYSON & CO14$3.87K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB14$3.87K<0.01%013F-HRTimeline
Marquette Asset Management, LLC13$3.6K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC13$3.6K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.13$3.6K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.13$3.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.12$3.32K<0.01%+313F-HRTimeline
Dogwood Wealth Management LLC12$3.32K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.11$3.04K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC11$3.04K<0.01%+413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…10$2.77K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC10$2.77K<0.01%013F-HRTimeline
Manchester Capital Management LLC9$2.49K<0.01%-213F-HRTimeline
JPL Wealth Management, LLC9$2.49K<0.01%new13F-HR/ATimeline
Bogart Wealth, LLC8$2.21K<0.01%+413F-HRTimeline
DiNuzzo Private Wealth, Inc.8$2.21K<0.01%013F-HRTimeline
Kilter Group LLC8$2.21K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC8$2.19K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC8$2.12K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.7$1.94K<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC7$1.94K<0.01%+313F-HRTimeline
Investors Portfolio Services LLC6$1.82K<0.01%-313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$1.66K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC6$1.66K<0.01%-7813F-HRTimeline
FIRST HORIZON CORP6$1.66K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$1.66K<0.01%+513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6$1.66K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6$1.66K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC6$1.66K<0.01%new13F-HRTimeline
Dunhill Financial, LLC5$1.52K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.5$1.38K<0.01%new13F-HRTimeline
Cromwell Holdings LLC5$1.38K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC5$1.38K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.5$1.38K<0.01%013F-HRTimeline
CoreCap Advisors, LLC4$1.11K<0.01%013F-HRTimeline
Avion Wealth7$1K<0.01%013F-HRTimeline
CENTRAL TRUST Co3$831<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3$831<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3$830<0.01%013F-HRTimeline
Financial Management Professionals, Inc.3$830<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.3$830<0.01%new13F-HRTimeline
SHP Wealth Management3$830<0.01%+113F-HRTimeline
Principia Wealth Advisory, LLC3$830<0.01%013F-HRTimeline
WPG Advisers, LLC3$830<0.01%013F-HRTimeline
HFM Investment Advisors, LLC3$830<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$553<0.01%013F-HRTimeline
Bare Financial Services, Inc2$553<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp2$553<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1$277<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$277<0.01%013F-HRTimeline
Hughes Financial Services, LLC1$277<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1$277<0.01%013F-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.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.