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Who Owns Affiliated Managers Group, Inc.

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Affiliated Managers Group, Inc..

Who crossed 5% of AMG →
Managers holding
20
as of 2026-09-30
Reported value
$12.6M
summed across filings
Shares held
34.3K
Added vs trimmed
3 / 10
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
REINHART PARTNERS, LLC.COM16.4K shtrimmed$6M
Gradient Investments LLCCOM6.9K shtrimmed$2.5M
Legacy Wealth Asset Management, LLCCOM2K shtrimmed$733.4K
GAMMA Investing LLCCommon Stock1.7K shadded$612K
Farther Finance Advisors, LLCStock1.6K shtrimmed$576.6K
Cadent Capital Advisors, LLCCOM1.1K shheld$414.6K
Bank of New HampshireCOM1.1K shtrimmed$387.9K
Wedmont Private CapitalCOM883 shadded$341.7K
Investment Partners Asset Management, Inc.COM836 shheld$305.7K
DIVERSIFIED MANAGEMENT INCCOM740 shtrimmed$270.6K
Cooper Financial GroupCOM579 shtrimmed$211.7K
AMERICAN NATIONAL BANK & TRUSTCOM255 shtrimmed$93.2K
ELEVATION WEALTH PARTNERS, LLCCOM64 shadded$23.4K
Bullock Wealth Management GroupStock41 shheld$15.3K
Grove Bank & TrustCOM39 shheld$14.3K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock22 shtrimmed$8K
Marquette Asset Management, LLCCOM13 shheld$4.8K
Byrne Asset Management LLCCOM6 sh—$2.2K
CoreCap Advisors, LLCStock3 shtrimmed$1.1K
Wealth Enhancement Trust Services, Inc.COM1 shheld$366

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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