Filing Research | AMG - AFFILIATED MANAGERS GROUP Institutional Holdings

Snapshot holdings

50 / 114 loaded

#		Instrument	quantity
1	Arbejdsmarkedets Tillaegspension	Shares	88.6KSH	$30.0M
2	Capricorn Fund Managers Ltd	Shares	69.0KSH	$23.4M
3	Robeco Institutional Asset Management B.V.	Shares	40.0KSH	$13.5M
4	Amplius Wealth Advisors, LLC	Shares	21.8KSH	$7.4M
5	REINHART PARTNERS, LLC.	Shares	19.7KSH	$6.7M
6	Poehling Capital Management, INC.	Shares	18.0KSH	$6.1M
7	MOODY ALDRICH PARTNERS LLC	Shares	15.1KSH	$5.1M
8	Crossmark Global Holdings, Inc.	Shares	14.6KSH	$4.9M
9	Police & Firemen's Retirement System of New Jersey	Shares	11.6KSH	$3.9M
10	CWC Advisors, LLC.	Shares	10.9KSH	$3.7M
11	Oliver Luxxe Assets LLC	Shares	10.3KSH	$3.5M
12	Louisiana State Employees Retirement System	Shares	7.7KSH	$2.6M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.6KSH	$2.6M
14	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	7.2KSH	$2.4M
15	Gradient Investments LLC	Shares	7.1KSH	$2.4M
16	GATEWAY INVESTMENT ADVISERS LLC	Shares	6.6KSH	$2.2M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.3KSH	$2.1M
18	CWA Asset Management Group, LLC	Shares	5.5KSH	$1.9M
19	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.2KSH	$1.7M
20	Oak Thistle LLC	Shares	5.1KSH	$1.7M
21	Blue Trust, Inc.	Shares	5.1KSH	$1.7M
22	COOKSON PEIRCE & CO INC	Shares	4.6KSH	$1.6M
23	Traub Capital Management LLC	Shares	4.6KSH	$1.5M
24	Sequoia Financial Advisors, LLC	Shares	4.3KSH	$1.5M
25	MISSION WEALTH MANAGEMENT, LP	Shares	3.9KSH	$1.3M
26	PRIVATE CLIENT SERVICES, LLC	Shares	3.6KSH	$1.2M
27	Assenagon Asset Management S.A.	Shares	3.0KSH	$1.0M
28	Radnor Capital Management, LLC	Shares	3.0KSH	$1.0M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.7KSH	$995.5K
30	Farther Finance Advisors, LLC	Shares	2.6KSH	$889.0K
31	FULTON BANK, N.A.	Shares	2.5KSH	$848.4K
32	Linden Thomas Advisory Services, LLC	Shares	2.4KSH	$806.4K
33	SECURIAN ASSET MANAGEMENT, INC	Shares	1.9KSH	$720.4K
34	ARQ WEALTH ADVISORS, LLC	Shares	2.0KSH	$707.3K
35	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	2.1KSH	$707.3K
36	Legacy Wealth Asset Management, LLC	Shares	2.0KSH	$690.7K
37	Y-Intercept (Hong Kong) Ltd	Shares	1.8KSH	$615.5K
38	GREENLEAF TRUST	Shares	1.7KSH	$584.1K
39	BTC Capital Management, Inc.	Shares	1.6KSH	$555.0K
40	GAMMA Investing LLC	Shares	1.6KSH	$539.1K
41	Gallacher Capital Management LLC	Shares	1.5KSH	$503.2K
42	IFP Advisors, Inc	Shares	1.4KSH	$473.4K
43	SHEETS SMITH WEALTH MANAGEMENT	Shares	1.2KSH	$415.2K
44	Cadent Capital Advisors, LLC	Shares	1.1KSH	$383.7K
45	OLD NATIONAL BANCORP /IN/	Shares	1.1KSH	$382.1K
46	Merit Financial Group, LLC	Shares	1.1KSH	$379.2K
47	Bank of New Hampshire	Shares	1.1KSH	$367.5K
48	Allegheny Financial Group	Shares	1.0KSH	$355.0K
49	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	935SH	$316.4K
50	Fifth Third Wealth Advisors LLC	Shares	902SH	$305.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 121 loaded

#		Instrument
1	Capricorn Fund Managers Ltd new	Shares	+69.0K	+$23.4M	$23.4M
2	Arbejdsmarkedets Tillaegspension trimmed	Shares	-3.3K	+$4.6M	$30.0M
3	Amplius Wealth Advisors, LLC added	Shares	+2.1K	+$1.9M	$7.4M
4	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.3K	+$1.5M	$1.7M
5	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.9K	+$1.3M	$1.3M
6	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.8K	+$1.2M	$2.2M
7	Poehling Capital Management, INC. trimmed	Shares	-145	+$1.1M	$6.1M
8	Assenagon Asset Management S.A. new	Shares	+3.0K	+$1.0M	$1.0M
9	MOODY ALDRICH PARTNERS LLC unchanged	Shares	0	+$932.3K	$5.1M
10	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-48	+$700.5K	$3.9M
11	CWC Advisors, LLC. trimmed	Shares	-377	+$570.2K	$3.7M
12	CWA Asset Management Group, LLC added	Shares	+789	+$557.7K	$1.9M
13	Gallacher Capital Management LLC new	Shares	+1.5K	+$503.2K	$503.2K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+506	+$408.5K	$995.5K
15	Blue Trust, Inc. added	Shares	+106	+$342.4K	$1.7M
16	FULTON BANK, N.A. added	Shares	+667	+$339.2K	$848.4K
17	Louisiana State Employees Retirement System trimmed	Shares	-500	+$336.7K	$2.6M
18	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-543	+$291.5K	$2.4M
19	Traub Capital Management LLC unchanged	Shares	0	+$280.8K	$1.5M
20	Crossmark Global Holdings, Inc. trimmed	Shares	-2.4K	+$244.7K	$4.9M
21	Net Worth Advisory Group new	Shares	+666	+$225.2K	$225.2K
22	QRG CAPITAL MANAGEMENT, INC. new	Shares	+665	+$225.0K	$225.0K
23	Westmount Partners, LLC new	Shares	+661	+$223.7K	$223.7K
24	WADDELL & ASSOCIATES, LLC new	Shares	+631	+$213.5K	$213.5K
25	Sequoia Financial Advisors, LLC trimmed	Shares	-201	+$212.0K	$1.5M
26	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-985	+$198.0K	$2.6M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-725	+$189.5K	$2.1M
28	Radnor Capital Management, LLC unchanged	Shares	0	+$183.2K	$1.0M
29	Linden Thomas Advisory Services, LLC trimmed	Shares	-13	+$143.4K	$806.4K
30	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-170	+$134.4K	$720.4K
31	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna unchanged	Shares	0	+$129.0K	$707.3K
32	BTC Capital Management, Inc. added	Shares	+19	+$113.4K	$555.0K
33	GAMMA Investing LLC added	Shares	+34	+$107.7K	$539.1K
34	ARQ WEALTH ADVISORS, LLC trimmed	Shares	-140	+$104.1K	$707.3K
35	SIGNATUREFD, LLC added	Shares	+131	+$91.5K	$303.1K
36	GREENLEAF TRUST trimmed	Shares	-58	+$90.4K	$584.1K
37	Merit Financial Group, LLC added	Shares	+67	+$87.7K	$379.2K
38	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$75.7K	$415.2K
39	Wedmont Private Capital added	Shares	+39	+$72.8K	$282.5K
40	Cadent Capital Advisors, LLC unchanged	Shares	0	+$70.0K	$383.7K
41	Bank of New Hampshire trimmed	Shares	-1	+$66.7K	$367.5K
42	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-30	+$61.4K	$382.1K
43	COOKSON PEIRCE & CO INC trimmed	Shares	-816	+$61.0K	$1.6M
44	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-6	+$56.0K	$316.4K
45	Fifth Third Wealth Advisors LLC trimmed	Shares	-4	+$54.5K	$305.2K
46	Investment Partners Asset Management, Inc. unchanged	Shares	0	+$51.6K	$282.9K
47	JOHNSON INVESTMENT COUNSEL INC added	Shares	+4	+$50.0K	$268.4K
48	Baron Wealth Management LLC unchanged	Shares	0	+$46.8K	$256.8K
49	Versant Capital Management, Inc added	Shares	+15	+$35.7K	$173.3K
50	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$17.1K	$93.7K

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