AFFILIATED MANAGERS GROUP, INC. (AMG) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 569
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Y-Intercept (Hong Kong) Ltd#301 · 1,819 sh | 1,819 | $615.5K | — | -93.0% |
| 302 | Federation des caisses Desjardins du Quebec#302 · 1,806 sh | 1,806 | $611.1K | <0.01% | +8.8% |
| 303 | Metatron Capital SICAV plc - Metatron Long Term Equity Fund#303 · 1,800 sh | 1,800 | $609.1K | 0.28% | — |
| 304 | GREENLEAF#304 · 1,726 sh | 1,726 | $584.1K | <0.01% | -3.3% |
| 305 | COMMONWEALTH EQUITY SERVICES#305 · 1,680 sh | 1,680 | $568.4K | <0.01% | +2.9% |
| 306 | BAILARD#306 · 1,678 sh | 1,678 | $567.8K | — | 0.0% |
| 307 | South Dakota Investment Council#307 · 1,648 sh | 1,648 | $558.0K | <0.01% | -2.4% |
| 308 | Cetera Company, N.A#308 · 1,640 sh | 1,640 | $555.0K | 0.28% | +3.8% |
| 309 | BTC Capital Management#309 · 1,615 sh | 1,615 | $555.0K | 0.03% | +1.2% |
| 310 | SYON CAPITAL#310 · 1,612 sh | 1,612 | $545.5K | 0.02% | +11.1% |
| 311 | GAMMA Investing#311 · 1,593 sh | 1,593 | $539.1K | — | +2.2% |
| 312 | Cornerstone Investment Partners#312 · 1,523 sh | 1,523 | $515.4K | 0.02% | +0.1% |
| 313 | TD PRIVATE CLIENT WEALTH#313 · 1,512 sh | 1,512 | $511.7K | <0.01% | +11.7% |
| 314 | Frec Markets#314 · 1,510 sh | 1,510 | $511.0K | 0.05% | New |
| 315 | MML INVESTORS SERVICES#315 · 1,491 sh | 1,491 | $504.6K | <0.01% | +32.4% |
| 316 | Gallacher Capital Management#316 · 1,487 sh | 1,487 | $503.2K | 0.28% | New |
| 317 | Lido Advisors#317 · 1,462 sh | 1,462 | $495.0K | <0.01% | +93.1% |
| 318 | TWO SIGMA SECURITIES#318 · 1,460 sh | 1,460 | $494.1K | 0.04% | -27.8% |
| 319 | IFP Advisors#319 · 1,399 sh | 1,399 | $473.4K | — | -24.9% |
| 320 | Jain Global#320 · 1,386 sh | 1,386 | $469.0K | <0.01% | New |
| 321 | Maryland State Retirement & Pension System#321 · 1,376 sh | 1,376 | $465.6K | <0.01% | 0.0% |
| 322 | CAPTRUST FINANCIAL ADVISORS#322 · 1,356 sh | 1,356 | $458.8K | <0.01% | +28.3% |
| 323 | M&T BANK#323 · 1,355 sh | 1,355 | $458.2K | <0.01% | -20.1% |
| 324 | Quent Capital#324 · 1,340 sh | 1,340 | $453.5K | 0.03% | +32.8% |
| 325 | INVESTMENT PARTNERS, LTD.#325 · 1,333 sh | 1,333 | $451.1K | 0.14% | +0.8% |
| 326 | Utah Retirement Systems#326 · 1,331 sh | 1,331 | $450.4K | <0.01% | -9.9% |
| 327 | Dorsey & Whitney#327 · 1,327 sh | 1,327 | $449.1K | 0.02% | -1.4% |
| 328 | Tolleson Wealth Management#328 · 1,322 sh | 1,322 | $447.4K | 0.06% | +0.2% |
| 329 | DnB Asset Management AS#329 · 1,321 sh | 1,321 | $447.0K | <0.01% | +2.7% |
| 330 | Nykredit A/S#330 · 1,287 sh | 1,287 | $435.5K | <0.01% | — |
| 331 | PICTON MAHONEY ASSET MANAGEMENT#331 · 1,283 sh | 1,283 | $434.2K | <0.01% | -13.5% |
| 332 | Atria Investments#332 · 1,277 sh | 1,277 | $432.0K | — | +17.9% |
| 333 | Index Technologies Group#333 · 1,275 sh | 1,275 | $431.5K | 0.34% | -2.2% |
| 334 | MAI Capital Management#334 · 1,274 sh | 1,274 | $431.1K | <0.01% | +14.7% |
| 335 | SHEETS SMITH WEALTH MANAGEMENT#335 · 1,227 sh | 1,227 | $415.2K | — | 0.0% |
| 336 | Catalyst Funds Management Pty Ltd#336 · 1,220 sh | 1,220 | $412.8K | 0.02% | New |
| 337 | Compound Planning#337 · 1,194 sh | 1,194 | $404.1K | 0.01% | +29.5% |
| 338 | Chicago Partners Investment Group#338 · 1,158 sh | 1,158 | $402.7K | — | +1.0% |
| 339 | Waverly Advisors#339 · 1,164 sh | 1,164 | $393.9K | <0.01% | +1.3% |
| 340 | Laird Norton Wetherby Company#340 · 1,159 sh | 1,159 | $392.2K | <0.01% | +0.1% |
| 341 | Atlanta Consulting Group Advisors#341 · 1,150 sh | 1,150 | $389.2K | 0.06% | 0.0% |
| 342 | BOOTHBAY FUND MANAGEMENT#342 · 1,139 sh | 1,139 | $385.4K | <0.01% | -77.6% |
| 343 | Sagewood Asset Management#343 · 1,139 sh | 1,139 | $385.4K | 0.09% | -4.4% |
| 344 | Cadent Capital Advisors#344 · 1,134 sh | 1,134 | $383.7K | — | 0.0% |
| 345 | OLD NATIONAL BANCORP#345 · 1,129 sh | 1,129 | $382.1K | — | -2.6% |
| 346 | Merit Financial Group#346 · 1,121 sh | 1,121 | $379.2K | <0.01% | +6.4% |
| 347 | Parallel Advisors#347 · 1,118 sh | 1,118 | $378.3K | <0.01% | +10.0% |
| 348 | Checchi Capital Advisers#348 · 1,099 sh | 1,099 | $371.9K | 0.02% | -1.0% |
| 349 | Bank of New Hampshire#349 · 1,086 sh | 1,086 | $367.5K | — | -0.1% |
| 350 | MANNING & NAPIER ADVISORS#350 · 1,070 sh | 1,070 | $366.4K | <0.01% | -13.7% |
| 351 | Global Retirement Partners#351 · 1,077 sh | 1,077 | $364.5K | <0.01% | — |
| 352 | PANAGORA ASSET MANAGEMENT#352 · 1,073 sh | 1,073 | $363.1K | <0.01% | +0.5% |
| 353 | CHOREO#353 · 1,057 sh | 1,057 | $357.7K | <0.01% | New |
| 354 | AlphaGrep UK Ltd#354 · 1,055 sh | 1,055 | $357.0K | 0.11% | +31.9% |
| 355 | Allegheny Financial Group LTD#355 · 1,049 sh | 1,049 | $355.0K | 0.04% | -29.9% |
| 356 | ProShare Advisors#356 · 1,042 sh | 1,042 | $352.6K | <0.01% | -7.6% |
| 357 | Qsemble Capital Management#357 · 1,021 sh | 1,021 | $345.5K | 0.04% | New |
| 358 | AMERICAN CENTURY COMPANIES#358 · 1,015 sh | 1,015 | $343.5K | <0.01% | -84.6% |
| 359 | GUGGENHEIM CAPITAL#359 · 1,003 sh | 1,003 | $339.4K | <0.01% | -72.8% |
| 360 | PRAXIS INVESTMENT MANAGEMENT#360 · 990 sh | 990 | $335.0K | 0.02% | +12.6% |
| 361 | Keystone Financial Services#361 · 957 sh | 957 | $323.8K | 0.08% | -0.4% |
| 362 | SIMPLEX TRADING#362 · 955 sh | 955 | $323.2K | <0.01% | -34.2% |
| 363 | TRANSCEND WEALTH COLLECTIVE#363 · 949 sh | 949 | $321.2K | 0.02% | 0.0% |
| 364 | EVERGREEN CAPITAL MANAGEMENT#364 · 935 sh | 935 | $316.4K | — | -0.6% |
| 365 | DekaBank Deutsche Girozentrale#365 · 1,143 sh | 1,143 | $312.0K | — | 0.0% |
| 366 | Ashton Thomas Private Wealth#366 · 911 sh | 911 | $308.3K | <0.01% | -6.1% |
| 367 | PINEBRIDGE INVESTMENTS#367 · 908 sh | 908 | $307.3K | <0.01% | New |
| 368 | Fifth Third Wealth Advisors#368 · 902 sh | 902 | $305.2K | — | -0.4% |
| 369 | SAGESPRING WEALTH PARTNERS#369 · 899 sh | 899 | $304.3K | — | New |
| 370 | Inscription Capital#370 · 898 sh | 898 | $303.9K | 0.03% | +5.6% |
| 371 | SIGNATUREFD#371 · 896 sh | 896 | $303.1K | — | +17.1% |
| 372 | MBB PUBLIC MARKETS I#372 · 894 sh | 894 | $302.5K | 0.03% | 0.0% |
| 373 | SHELTON CAPITAL MANAGEMENT#373 · 889 sh | 889 | $300.8K | <0.01% | -4.2% |
| 374 | PCM Encore#374 · 880 sh | 880 | $297.8K | 0.05% | 0.0% |
| 375 | KBC Group NV#375 · 873 sh | 873 | $295.0K | — | 0.0% |
| 376 | Investment Partners Asset Management#376 · 836 sh | 836 | $282.9K | — | 0.0% |
| 377 | Wedmont Private Capital#377 · 771 sh | 771 | $282.5K | — | +5.3% |
| 378 | CIBC Asset Management#378 · 825 sh | 825 | $279.2K | <0.01% | -19.4% |
| 379 | North Dakota State Investment Board#379 · 812 sh | 812 | $274.8K | 0.01% | +0.6% |
| 380 | Principal Street Partners#380 · 540 sh | 540 | $273.6K | 0.04% | New |
| 381 | NICOLET BANKSHARES#381 · 806 sh | 806 | $272.9K | <0.01% | -0.1% |
| 382 | Autumn Glory Partners#382 · 802 sh | 802 | $271.4K | — | -13.5% |
| 383 | Dynamic Technology Lab Private Ltd#383 · 800 sh | 800 | $271.0K | 0.06% | -86.4% |
| 384 | MARTINGALE ASSET MANAGEMENT L P#384 · 798 sh | 798 | $270.0K | <0.01% | -82.5% |
| 385 | JOHNSON INVESTMENT COUNSEL#385 · 793 sh | 793 | $268.4K | <0.01% | +0.5% |
| 386 | Mount Yale Investment Advisors#386 · 785 sh | 785 | $265.6K | <0.01% | -1.8% |
| 387 | Vestmark Advisory Solutions#387 · 777 sh | 777 | $262.9K | <0.01% | -1.8% |
| 388 | Cambria Investment Management, L.P.#388 · 776 sh | 776 | $262.6K | 0.01% | 0.0% |
| 389 | Baron Wealth Management#389 · 759 sh | 759 | $256.8K | 0.07% | 0.0% |
| 390 | Snowden Capital Advisors#390 · 747 sh | 747 | $252.8K | <0.01% | New |
| 391 | PRELUDE CAPITAL MANAGEMENT#391 · 745 sh | 745 | $252.1K | 0.02% | -22.7% |
| 392 | MIRABELLA FINANCIAL SERVICES LLP#392 · 737 sh | 737 | $249.4K | 0.02% | -17.4% |
| 393 | Elevated Financial Group#393 · 731 sh | 731 | $247.4K | — | -16.1% |
| 394 | Ironwood Investment Counsel#394 · 730 sh | 730 | $247.0K | 0.03% | 0.0% |
| 395 | HANCOCK WHITNEY#395 · 730 sh | 730 | $247.0K | <0.01% | -4.3% |
| 396 | Advisors Capital Management#396 · 724 sh | 724 | $245.0K | <0.01% | New |
| 397 | State of Wyoming#397 · 723 sh | 723 | $244.7K | 0.02% | -52.5% |
| 398 | DV Trading#398 · 720 sh | 720 | $243.6K | <0.01% | New |
| 399 | BIRCH FINANCIAL GROUP#399 · 717 sh | 717 | $242.7K | 0.12% | -12.2% |
| 400 | ELEVATUS WELATH MANAGEMENT#400 · 713 sh | 713 | $241.3K | — | New |
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.