Filing Research | Amrize Ltd Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	3.3MSH	$177.6M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.2MSH	$64.1M
3	Robeco Institutional Asset Management B.V.	Shares	599.8KSH	$32.0M
4	Alecta Tjanstepension Omsesidigt	Shares	274.0KSH	$14.6M
5	Allied Investment Advisors, LLC	Shares	240.4KSH	$12.8M
6	Pictet North America Advisors SA	Shares	171.9KSH	$9.1M
7	OAK FAMILY ADVISORS, LLC	Shares	149.0KSH	$7.9M
8	BAR HARBOR WEALTH MANAGEMENT	Shares	143.9KSH	$7.7M
9	Composition Wealth, LLC	Shares	140.9KSH	$7.5M
10	BFSG, LLC	Shares	137.0KSH	$7.3M
11	Exane Asset Management	Shares	129.7KSH	$6.3M
12	BANQUE PICTET & CIE SA	Shares	119.5KSH	$6.3M
13	Bellecapital International Ltd.	Shares	118.7KSH	$6.3M
14	IFM Investors Pty Ltd	Shares	109.7KSH	$5.8M
15	KIRR MARBACH & CO LLC /IN/	Shares	91.0KSH	$4.8M
16	D.A. DAVIDSON & CO.	Shares	90.1KSH	$4.8M
17	First American Bank	Shares	90.1KSH	$4.8M
18	Ipswich Investment Management Co., Inc.	Shares	80.7KSH	$4.3M
19	CULLEN INVESTMENT GROUP, LTD.	Shares	72.5KSH	$3.9M
20	Swedbank AB	Shares	68.3KSH	$3.6M
21	DMKC Advisory Services, LLC	Shares	67.8KSH	$3.6M
22	Narwhal Capital Management	Shares	65.6KSH	$3.5M
23	Murphy Pohlad Asset Management LLC	Shares	61.0KSH	$3.3M
24	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	54.3KSH	$2.9M
25	Baker Ellis Asset Management LLC	Shares	48.9KSH	$2.6M
26	Mediolanum International Funds Ltd	Shares	48.5KSH	$2.6M
27	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	44.1KSH	$2.3M
28	ABN AMRO INVESTMENT SOLUTIONS	Shares	35.0KSH	$1.9M
29	Citizens National Bank Trust Department	Shares	24.8KSH	$1.3M
30	Carnegie Lake Advisors LLC	Shares	24.4KSH	$1.3M
31	HF Advisory Group, LLC	Shares	21.3KSH	$1.1M
32	PEDDOCK CAPITAL ADVISORS, LLC	Shares	20.2KSH	$1.1M
33	Bank Pictet & Cie (Europe) AG	Shares	19.5KSH	$1.0M
34	Fideuram Asset Management (Ireland) dac	Shares	18.3KSH	$970.7K
35	Grove Bank & Trust	Shares	17.1KSH	$912.7K
36	Camelot Portfolios, LLC	Shares	15.3KSH	$815.6K
37	Farther Finance Advisors, LLC	Shares	14.0KSH	$744.2K
38	CHICAGO TRUST Co NA	Shares	13.4KSH	$716.1K
39	XML Financial, LLC	Shares	13.3KSH	$709.4K
40	Unique Wealth Strategies, LLC	Shares	11.8KSH	$630.5K
41	CRUX WEALTH ADVISORS	Shares	11.7KSH	$621.9K
42	Norman Fields, Gottscho Capital Management, LLC	Shares	11.5KSH	$613.8K
43	Sequoia Financial Advisors, LLC	Shares	10.1KSH	$536.7K
44	Unify Financial Advisors	Shares	8.3KSH	$444.9K
45	Perpetual Ltd	Shares	7.5KSH	$397.7K
46	Meriwether Wealth & Planning, LLC	Shares	7.3KSH	$389.4K
47	LANARK FINANCIAL, INC.	Shares	7.1KSH	$378.4K
48	HARBOR INVESTMENT ADVISORY, LLC	Shares	6.8KSH	$362.4K
49	ASR Vermogensbeheer N.V.	Shares	6.3KSH	$333.3K
50	Revisor Wealth Management LLC	Shares	6.2KSH	$332.0K

Scroll to load more

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

50 / 90 loaded

#		Instrument
1	River Road Asset Management, LLC added	Shares	+1.1M	+$51.9M	$177.6M
2	Alecta Tjanstepension Omsesidigt new	Shares	+274.0K	+$14.6M	$14.6M
3	Narwhal Capital Management new	Shares	+65.6K	+$3.5M	$3.5M
4	WEALTHEDGE INVESTMENT ADVISORS, LLC added	Shares	+34.4K	+$1.8M	$2.3M
5	BAR HARBOR WEALTH MANAGEMENT added	Shares	+37.7K	+$1.7M	$7.7M
6	Robeco Institutional Asset Management B.V. added	Shares	+58.9K	+$1.7M	$32.0M
7	First American Bank added	Shares	+31.5K	+$1.5M	$4.8M
8	IFM Investors Pty Ltd added	Shares	+30.4K	+$1.4M	$5.8M
9	OAK FAMILY ADVISORS, LLC added	Shares	+32.1K	+$1.4M	$7.9M
10	Fideuram Asset Management (Ireland) dac new	Shares	+18.3K	+$970.7K	$970.7K
11	BANQUE PICTET & CIE SA added	Shares	+19.9K	+$945.1K	$6.3M
12	HF Advisory Group, LLC added	Shares	+16.3K	+$854.4K	$1.1M
13	Farther Finance Advisors, LLC added	Shares	+13.7K	+$729.4K	$744.2K
14	Swedbank AB added	Shares	+14.6K	+$631.3K	$3.6M
15	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+11.9K	+$573.4K	$1.9M
16	Mediolanum International Funds Ltd added	Shares	+10.6K	+$540.3K	$2.6M
17	Allied Investment Advisors, LLC added	Shares	+20.2K	+$476.6K	$12.8M
18	Carnegie Lake Advisors LLC added	Shares	+7.2K	+$338.4K	$1.3M
19	ASR Vermogensbeheer N.V. new	Shares	+6.3K	+$333.3K	$333.3K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+5.2K	+$263.0K	$263.0K
21	Leonard Rickey Investment Advisors P.L.L.C. new	Shares	+4.8K	+$258.4K	$258.4K
22	CULLEN INVESTMENT GROUP, LTD. added	Shares	+8.1K	+$253.8K	$3.9M
23	Harbour Capital Advisors, LLC new	Shares	+4.5K	+$230.9K	$230.9K
24	Bellecapital International Ltd. added	Shares	+7.2K	+$225.1K	$6.3M
25	DMKC Advisory Services, LLC added	Shares	+7.2K	+$220.1K	$3.6M
26	Mirae Asset Global Investments Co., Ltd. new	Shares	+4.0K	+$215.0K	$215.0K
27	BENEDICT FINANCIAL ADVISORS INC new	Shares	+3.8K	+$200.9K	$200.9K
28	XML Financial, LLC added	Shares	+3.4K	+$155.4K	$709.4K
29	CHICAGO TRUST Co NA added	Shares	+2.8K	+$119.9K	$716.1K
30	Citizens National Bank Trust Department added	Shares	+2.1K	+$85.2K	$1.3M
31	Cape Investment Advisory, Inc. new	Shares	+941	+$50.2K	$50.2K
32	Merit Financial Group, LLC added	Shares	+1.2K	+$49.9K	$300.9K
33	LANARK FINANCIAL, INC. added	Shares	+1.2K	+$47.6K	$378.4K
34	PEDDOCK CAPITAL ADVISORS, LLC added	Shares	+1.7K	+$38.1K	$1.1M
35	Bogart Wealth, LLC new	Shares	+491	+$26.2K	$26.2K
36	Unify Financial Advisors added	Shares	+820	+$23.2K	$444.9K
37	LRI Investments, LLC added	Shares	+276	+$13.5K	$55.0K
38	Grove Bank & Trust added	Shares	+906	+$4.2K	$912.7K
39	Blue Trust, Inc. added	Shares	+46	+$2.4K	$4.2K
40	Hunter Perkins Capital Management, LLC added	Shares	+33.8K	+$1.8K	$2.8K
41	True Wealth Design, LLC added	Shares	+31	+$1.5K	$4.5K
42	TOTH FINANCIAL ADVISORY CORP added	Shares	+25	+$1.3K	$2.7K
43	Golden State Wealth Management, LLC new	Shares	+22	+$1.2K	$1.2K
44	JFS WEALTH ADVISORS, LLC added	Shares	+18	+$875	$2.6K
45	Davis Capital Management added	Shares	+14	+$735	$959
46	FINANCIAL CONSULATE, INC added	Shares	+10	+$424	$2.7K
47	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added	Shares	+4.2K	+$176	$1.2K
48	Quaker Wealth Management, LLC added	Shares	+3	+$124	$853
49	FNY Investment Advisers, LLC added	Shares	+80	-$3	$148
50	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$6	$107

Scroll to load more