AFFILIATED MANAGERS GROUP, INC. (AMG) — Institutional Holders, Q2 2026 (page 3)
569 institutional investment managers reported a AMG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AMG 13F holders ranked 201–300 of 569
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | TWO SIGMA INVESTMENTS#201 · 5,575 sh | 5,575 | $1.9M | <0.01% | +9.3% |
| 202 | SOUTHEASTERN ASSET MANAGEMENT#202 · 5,562 sh | 5,562 | $1.9M | 0.10% | 0.0% |
| 203 | CWA Asset Management Group#203 · 5,501 sh | 5,501 | $1.9M | — | +16.7% |
| 204 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#204 · 5,496 sh | 5,496 | $1.9M | 0.02% | -4.7% |
| 205 | Penn Capital Management Company#205 · 5,397 sh | 5,397 | $1.8M | 0.12% | +20.0% |
| 206 | DARK FOREST CAPITAL MANAGEMENT#206 · 5,423 sh | 5,423 | $1.8M | 0.12% | +373.6% |
| 207 | MERCER GLOBAL ADVISORS#207 · 5,414 sh | 5,414 | $1.8M | <0.01% | +58.3% |
| 208 | XTX Topco Ltd#208 · 5,388 sh | 5,388 | $1.8M | 0.02% | -54.4% |
| 209 | Kennondale Capital Management#209 · 5,337 sh | 5,337 | $1.8M | 1.20% | -23.5% |
| 210 | SG Americas Securities#210 · 5,307 sh | 5,307 | $1.8M | <0.01% | +119.9% |
| 211 | Kestra Investment Management#211 · 5,293 sh | 5,293 | $1.8M | 0.03% | +72.1% |
| 212 | Campbell & Investment Adviser#212 · 5,202 sh | 5,202 | $1.8M | 0.09% | -66.3% |
| 213 | OP Asset Management Ltd#213 · 5,170 sh | 5,170 | $1.7M | 0.02% | -30.0% |
| 214 | EXCHANGE TRADED CONCEPTS#214 · 5,162 sh | 5,162 | $1.7M | <0.01% | +520.4% |
| 215 | HSBC PLC#215 · 5,078 sh | 5,078 | $1.7M | <0.01% | -45.7% |
| 216 | Oak Thistle#216 · 5,106 sh | 5,106 | $1.7M | — | -84.0% |
| 217 | Ronald Blue#217 · 5,074 sh | 5,074 | $1.7M | — | +2.1% |
| 218 | TEACHER RETIREMENT SYSTEM OF TEXAS#218 · 4,999 sh | 4,999 | $1.7M | <0.01% | -37.6% |
| 219 | FIL Ltd#219 · 4,880 sh | 4,880 | $1.7M | <0.01% | +258.3% |
| 220 | Ameritas Investment Partners#220 · 4,861 sh | 4,861 | $1.6M | 0.04% | -6.2% |
| 221 | SRS Capital Advisors#221 · 4,809 sh | 4,809 | $1.6M | 0.01% | +1005.5% |
| 222 | L2 Asset Management#222 · 4,781 sh | 4,781 | $1.6M | 0.17% | -45.1% |
| 223 | FORA Capital#223 · 4,760 sh | 4,760 | $1.6M | 0.11% | -65.7% |
| 224 | Hillsdale Investment Management#224 · 4,650 sh | 4,650 | $1.6M | 0.04% | +5066.7% |
| 225 | COOKSON PEIRCE#225 · 4,648 sh | 4,648 | $1.6M | 0.05% | -14.9% |
| 226 | Traub Capital Management#226 · 4,551 sh | 4,551 | $1.5M | 1.37% | 0.0% |
| 227 | Polymer Capital Management (US)#227 · 4,493 sh | 4,493 | $1.5M | 0.20% | +132.3% |
| 228 | TRUIST FINANCIAL#228 · 4,454 sh | 4,454 | $1.5M | <0.01% | +11.5% |
| 229 | EVOLVE PRIVATE WEALTH#229 · 4,417 sh | 4,417 | $1.5M | 0.09% | +20.6% |
| 230 | Sequoia Financial Advisors#230 · 4,337 sh | 4,337 | $1.5M | <0.01% | -4.4% |
| 231 | Virtu Financial#231 · 4,227 sh | 4,227 | $1.4M | 0.04% | -14.8% |
| 232 | OneDigital Investment Advisors#232 · 4,109 sh | 4,109 | $1.4M | 0.01% | -19.5% |
| 233 | US BANCORP \DE\#233 · 4,084 sh | 4,084 | $1.4M | <0.01% | +11.6% |
| 234 | WELCH & FORBES#234 · 4,072 sh | 4,072 | $1.4M | 0.02% | +16.3% |
| 235 | Rockefeller Capital Management L.P.#235 · 4,006 sh | 4,006 | $1.4M | <0.01% | -1.0% |
| 236 | DELPHI MANAGEMENT#236 · 3,965 sh | 3,965 | $1.3M | 1.31% | New |
| 237 | Pictet Asset Management Holding SA#237 · 3,939 sh | 3,939 | $1.3M | <0.01% | -10.4% |
| 238 | Pacer Advisors#238 · 3,933 sh | 3,933 | $1.3M | <0.01% | New |
| 239 | MISSION WEALTH MANAGEMENT#239 · 3,864 sh | 3,864 | $1.3M | — | New |
| 240 | CSM Advisors#240 · 3,805 sh | 3,805 | $1.3M | 0.03% | +10.7% |
| 241 | Sepio Capital#241 · 3,798 sh | 3,798 | $1.3M | — | +0.6% |
| 242 | Kendall Capital Management#242 · 3,685 sh | 3,685 | $1.2M | — | -0.4% |
| 243 | PRIVATE CLIENT SERVICES#243 · 3,649 sh | 3,649 | $1.2M | — | -35.5% |
| 244 | Vestcor#244 · 3,560 sh | 3,560 | $1.2M | 0.03% | 0.0% |
| 245 | HighTower Advisors#245 · 3,424 sh | 3,424 | $1.2M | <0.01% | -11.4% |
| 246 | Redwood Investment Management#246 · 3,397 sh | 3,397 | $1.1M | 0.11% | -10.5% |
| 247 | Alyeska Investment Group, L.P.#247 · 3,386 sh | 3,386 | $1.1M | <0.01% | New |
| 248 | LAZARD ASSET MANAGEMENT#248 · 3,340 sh | 3,340 | $1.1M | <0.01% | +17.1% |
| 249 | NEW YORK LIFE INVESTMENT MANAGEMENT#249 · 3,274 sh | 3,274 | $1.1M | <0.01% | -2.6% |
| 250 | Quadrature Capital Ltd#250 · 3,262 sh | 3,262 | $1.1M | <0.01% | -55.8% |
| 251 | QUADRANT CAPITAL GROUP#251 · 3,225 sh | 3,225 | $1.1M | — | -52.2% |
| 252 | Guinness Asset Management LTD#252 · 3,190 sh | 3,190 | $1.1M | 0.02% | -19.3% |
| 253 | Amundi#253 · 3,187 sh | 3,187 | $1.1M | <0.01% | +6.3% |
| 254 | XPONANCE#254 · 3,113 sh | 3,113 | $1.1M | <0.01% | -7.4% |
| 255 | Jackson Creek Investment Advisors#255 · 2,870 sh | 2,870 | $1.1M | 0.35% | +185.6% |
| 256 | Cresset Asset Management#256 · 3,074 sh | 3,074 | $1.0M | <0.01% | -5.2% |
| 257 | Advisory Services Network#257 · 3,046 sh | 3,046 | $1.0M | 0.01% | -5.5% |
| 258 | PNC FINANCIAL SERVICES GROUP#258 · 3,374 sh | 3,374 | $1.0M | <0.01% | -0.8% |
| 259 | Bannerstone Capital Management#259 · 3,027 sh | 3,027 | $1.0M | 0.86% | New |
| 260 | Assenagon Asset Management S.A.#260 · 3,011 sh | 3,011 | $1.0M | — | New |
| 261 | Radnor Capital Management#261 · 2,970 sh | 2,970 | $1.0M | — | 0.0% |
| 262 | WEALTH ENHANCEMENT ADVISORY SERVICES#262 · 2,717 sh | 2,717 | $995.5K | — | +22.9% |
| 263 | STIFEL FINANCIAL#263 · 2,920 sh | 2,920 | $988.0K | <0.01% | -6.9% |
| 264 | EP Wealth Advisors#264 · 2,883 sh | 2,883 | $975.5K | <0.01% | +14.2% |
| 265 | OSAIC#265 · 2,790 sh | 2,790 | $944.7K | <0.01% | +35.4% |
| 266 | FOX RUN MANAGEMENT, L.L.C.#266 · 2,733 sh | 2,733 | $924.8K | 0.15% | New |
| 267 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#267 · 2,662 sh | 2,662 | $901.0K | <0.01% | 0.0% |
| 268 | DANSKE BANK A/S#268 · 2,655 sh | 2,655 | $898.5K | <0.01% | -18.9% |
| 269 | COLDSTREAM CAPITAL MANAGEMENT#269 · 2,631 sh | 2,631 | $890.2K | 0.01% | +5.1% |
| 270 | Farther Finance Advisors#270 · 2,627 sh | 2,627 | $889.0K | — | -22.1% |
| 271 | Ethic#271 · 2,622 sh | 2,622 | $887.2K | 0.01% | -32.5% |
| 272 | RBF Capital#272 · 2,600 sh | 2,600 | $879.8K | 0.04% | 0.0% |
| 273 | Tower Research Capital (TRC)#273 · 2,538 sh | 2,538 | $858.9K | 0.02% | +62.4% |
| 274 | Quantbot Technologies#274 · 2,512 sh | 2,512 | $850.1K | 0.03% | -34.5% |
| 275 | FULTON BANK, N.A.#275 · 2,507 sh | 2,507 | $848.4K | — | +36.2% |
| 276 | Havemeyer Place#276 · 2,505 sh | 2,505 | $847.7K | 0.08% | +112.5% |
| 277 | Harbor Advisors#277 · 2,500 sh | 2,500 | $846.0K | 0.11% | 0.0% |
| 278 | NATIXIS#278 · 2,448 sh | 2,448 | $828.4K | <0.01% | New |
| 279 | INCEPTIONR#279 · 2,438 sh | 2,438 | $825.0K | 0.20% | -4.2% |
| 280 | Vident Advisory#280 · 2,392 sh | 2,392 | $809.5K | <0.01% | -61.5% |
| 281 | Steward Partners Investment Advisory#281 · 2,391 sh | 2,391 | $809.0K | <0.01% | +511.5% |
| 282 | Linden Thomas Advisory Services#282 · 2,383 sh | 2,383 | $806.4K | — | -0.5% |
| 283 | GAMCO INVESTORS, ET AL#283 · 2,350 sh | 2,350 | $795.2K | <0.01% | 0.0% |
| 284 | Edgestream Partners, L.P.#284 · 2,335 sh | 2,335 | $790.2K | 0.02% | -57.1% |
| 285 | Kathmere Capital Management#285 · 2,297 sh | 2,297 | $777.3K | — | +5.7% |
| 286 | AIGEN INVESTMENT MANAGEMENT#286 · 2,238 sh | 2,238 | $757.3K | 0.21% | New |
| 287 | Schubert#287 · 2,204 sh | 2,204 | $745.8K | 0.51% | -0.3% |
| 288 | SECURIAN ASSET MANAGEMENT#288 · 1,948 sh | 1,948 | $720.4K | 0.03% | -8.0% |
| 289 | UNITED CAPITAL FINANCIAL ADVISORS#289 · 2,124 sh | 2,124 | $718.6K | <0.01% | +1.8% |
| 290 | ARQ WEALTH ADVISORS#290 · 2,040 sh | 2,040 | $707.3K | 0.09% | -6.4% |
| 291 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#291 · 2,090 sh | 2,090 | $707.3K | — | 0.0% |
| 292 | CHILDRESS CAPITAL ADVISORS#292 · 2,044 sh | 2,044 | $691.7K | 0.11% | 0.0% |
| 293 | FEDERATED HERMES#293 · 2,041 sh | 2,041 | $690.7K | <0.01% | -36.1% |
| 294 | Legacy Wealth Asset Management#294 · 2,041 sh | 2,041 | $690.7K | — | -21.1% |
| 295 | CHILTON INVESTMENT#295 · 2,030 sh | 2,030 | $687.0K | 0.02% | New |
| 296 | HORIZON KINETICS ASSET MANAGEMENT#296 · 1,998 sh | 1,998 | $676.1K | <0.01% | 0.0% |
| 297 | Swiss Life Asset Management Ltd#297 · 1,967 sh | 1,967 | $665.6K | <0.01% | -21.1% |
| 298 | ALPS ADVISORS#298 · 1,855 sh | 1,855 | $627.7K | <0.01% | +1.9% |
| 299 | JACOBS LEVY EQUITY MANAGEMENT#299 · 1,845 sh | 1,845 | $624.3K | <0.01% | -92.3% |
| 300 | GREAT VALLEY ADVISOR GROUP#300 · 1,844 sh | 1,844 | $624.0K | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.