# AFFILIATED MANAGERS GROUP (AMG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AMG/

- Reporting holders: 23
- Reported value: $14.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [REINHART PARTNERS, LLC.](https://holderbook.com/funds/1080298-reinhart-partners-llc/) | $6.0M | 16,444 | 0.1% | 18 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $2.5M | 6,925 | 0.0% | 3 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $1.4M | 3,693 | 0.4% | 4 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $733.4K | 2,006 | 0.2% | 18 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $612.0K | 1,674 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $576.6K | 1,577 | 0.0% | 16 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $414.6K | 1,134 | 0.1% | 24 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $387.9K | 1,061 | 0.1% | 22 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $341.7K | 883 | 0.0% | 4 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $305.6K | 836 | 0.2% | 4 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $270.6K | 740 | 0.0% | 1 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $211.7K | 579 | 0.0% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $200.4K | 548 | 0.0% | 23 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $93.2K | 255 | 0.0% | 6 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $23.4K | 64 | 0.0% | 4 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $15.2K | 41 | 0.0% | 5 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $14.3K | 39 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $8.0K | 22 | 0.0% | 24 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $4.8K | 13 | 0.0% | 4 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $2.6K | 7 | 0.0% | 1 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $2.2K | 6 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.1K | 3 | 0.0% | 6 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $366 | 1 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $24 | 66 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $14.1M |
| Q2 2026 | 567 | $9.2B |
| Q1 2026 | 545 | $6.9B |
| Q4 2025 | 512 | $7.7B |
| Q3 2025 | 451 | $6.4B |
| Q2 2025 | 433 | $5.3B |
| Q1 2025 | 399 | $4.7B |
| Q4 2024 | 407 | $5.2B |
| Q3 2024 | 422 | $5.1B |
| Q2 2024 | 405 | $4.6B |
| Q1 2024 | 402 | $6.0B |
| Q4 2023 | 385 | $5.2B |