AFFILIATED MANAGERS GROUP, INC. (AMG) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 569
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | HANTZ FINANCIAL SERVICES#401 · 708 sh | 708 | $240.0K | <0.01% | +40.5% |
| 402 | JBF Capital#402 · 700 sh | 700 | $236.9K | 0.03% | New |
| 403 | LEVEL FOUR ADVISORY SERVICES#403 · 687 sh | 687 | $232.5K | <0.01% | New |
| 404 | ADVISORTRUST PARTNERS#404 · 686 sh | 686 | $232.1K | 0.08% | New |
| 405 | MANGROVE PARTNERS IM#405 · 680 sh | 680 | $230.1K | 0.02% | New |
| 406 | Jump Financial#406 · 679 sh | 679 | $229.8K | <0.01% | -55.4% |
| 407 | NOMURA#407 · 669 sh | 669 | $226.4K | <0.01% | New |
| 408 | Mattson Financial Services#408 · 600 sh | 600 | $226.1K | 0.05% | -35.3% |
| 409 | Net Worth Advisory Group#409 · 666 sh | 666 | $225.2K | — | New |
| 410 | QRG CAPITAL MANAGEMENT#410 · 665 sh | 665 | $225.0K | <0.01% | New |
| 411 | Westmount Partners#411 · 661 sh | 661 | $223.7K | 0.05% | New |
| 412 | Sanchez Gaunt Capital Management#412 · 654 sh | 654 | $221.3K | 0.12% | New |
| 413 | First Nebraska#413 · 643 sh | 643 | $217.6K | 0.02% | New |
| 414 | Cooper Financial Group#414 · 642 sh | 642 | $217.3K | — | -22.5% |
| 415 | iSAM Funds (UK) Ltd#415 · 640 sh | 640 | $216.6K | 0.15% | New |
| 416 | CULLEN/FROST BANKERS#416 · 638 sh | 638 | $215.9K | <0.01% | +0.9% |
| 417 | WADDELL & ASSOCIATES#417 · 631 sh | 631 | $213.5K | 0.01% | New |
| 418 | One Wealth Advisors#418 · 627 sh | 627 | $212.2K | 0.02% | -30.9% |
| 419 | Farringdon Capital, Ltd.#419 · 627 sh | 627 | $212.2K | 0.11% | -32.3% |
| 420 | Narus Financial Partners#420 · 620 sh | 620 | $209.8K | — | New |
| 421 | Meiji Yasuda Asset Management Ltd.#421 · 611 sh | 611 | $206.8K | <0.01% | New |
| 422 | Brown Financial Advisors#422 · 608 sh | 608 | $205.7K | 0.07% | -33.3% |
| 423 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#423 · 607 sh | 607 | $205.4K | <0.01% | -9.8% |
| 424 | Diametric Capital#424 · 606 sh | 606 | $205.1K | 0.02% | New |
| 425 | DODGE & COX#425 · 600 sh | 600 | $203.0K | <0.01% | New |
| 426 | PROFUND ADVISORS#426 · 598 sh | 598 | $202.4K | <0.01% | New |
| 427 | Asset Management One , Ltd.#427 · 580 sh | 580 | $196.3K | — | -90.2% |
| 428 | Versant Capital Management#428 · 512 sh | 512 | $173.3K | — | +3.0% |
| 429 | PARADIGM ASSET MANAGEMENT#429 · 500 sh | 500 | $169.2K | 0.04% | New |
| 430 | JONES FINANCIAL COMPANIES LLLP#430 · 491 sh | 491 | $167.9K | <0.01% | +67.0% |
| 431 | Vanguard National#431 · 467 sh | 467 | $158.0K | <0.01% | 0.0% |
| 432 | Allworth Financial#432 · 459 sh | 459 | $155.5K | <0.01% | -5.7% |
| 433 | UMB Bank, n.a.#433 · 454 sh | 454 | $153.6K | <0.01% | -2.4% |
| 434 | Smithfield#434 · 360 sh | 360 | $122.0K | <0.01% | 0.0% |
| 435 | Smartleaf Asset Management#435 · 347 sh | 347 | $118.9K | <0.01% | 0.0% |
| 436 | Basepoint Wealth#436 · 347 sh | 347 | $117.4K | 0.07% | 0.0% |
| 437 | Truvestments Capital#437 · 330 sh | 330 | $111.7K | 0.02% | 0.0% |
| 438 | Parkside Financial Bank#438 · 284 sh | 284 | $96.1K | — | +118.5% |
| 439 | AMERICAN NATIONAL BANK#439 · 277 sh | 277 | $93.7K | — | 0.0% |
| 440 | Quarry#440 · 270 sh | 270 | $91.4K | <0.01% | -76.2% |
| 441 | NATIONAL BANK OF CANADA#441 · 265 sh | 265 | $89.6K | <0.01% | -12.5% |
| 442 | Millstone Evans Group#442 · 239 sh | 239 | $80.9K | 0.04% | +117.3% |
| 443 | Walleye Capital#443 · 238 sh | 238 | $80.5K | <0.01% | -91.1% |
| 444 | WealthCollab#444 · 229 sh | 229 | $77.5K | 0.03% | 0.0% |
| 445 | HUNTINGTON NATIONAL BANK#445 · 221 sh | 221 | $74.8K | <0.01% | -7.9% |
| 446 | NOMURA ASSET MANAGEMENT LTD#446 · 200 sh | 200 | $67.7K | <0.01% | 0.0% |
| 447 | BESSEMER GROUP#447 · 192 sh | 192 | $65.0K | <0.01% | +1.1% |
| 448 | Integrated Wealth Concepts#448 · 180 sh | 180 | $60.9K | <0.01% | New |
| 449 | Wilmington Savings Fund Society, FSB#449 · 174 sh | 174 | $58.9K | — | -3.3% |
| 450 | PRIVATE NA#450 · 159 sh | 159 | $53.8K | — | -11.7% |
| 451 | Mitsubishi UFJ Asset Management , Ltd.#451 · 142 sh | 142 | $48.1K | 0.00% | -16.5% |
| 452 | TEMA ETFS#452 · 125 sh | 125 | $42.3K | — | -50.4% |
| 453 | WHITTIER#453 · 104 sh | 104 | $37.1K | <0.01% | 0.0% |
| 454 | EverSource Wealth Advisors#454 · 102 sh | 102 | $34.5K | <0.01% | -74.2% |
| 455 | OF TOLEDO NA#455 · 99 sh | 99 | $33.5K | — | 0.0% |
| 456 | KELLEHER FINANCIAL ADVISORS#456 · 98 sh | 98 | $33.2K | <0.01% | +100.0% |
| 457 | SBI Securities , Ltd.#457 · 93 sh | 93 | $31.5K | — | 0.0% |
| 458 | Asset Dedication#458 · 76 sh | 76 | $25.7K | <0.01% | 0.0% |
| 459 | CVA Family Office#459 · 76 sh | 76 | $25.7K | <0.01% | +13.4% |
| 460 | N.E.W. Advisory Services#460 · 75 sh | 75 | $25.4K | <0.01% | 0.0% |
| 461 | Larson Financial Group#461 · 74 sh | 74 | $25.0K | <0.01% | +208.3% |
| 462 | Bell Investment Advisors#462 · 70 sh | 70 | $23.7K | <0.01% | 0.0% |
| 463 | CX Institutional#463 · 66 sh | 66 | $22.0K | — | 0.0% |
| 464 | Keating Financial Advisory Services#464 · 63 sh | 63 | $21.3K | <0.01% | +96.9% |
| 465 | Frazier Financial Advisors#465 · 61 sh | 61 | $20.6K | 0.01% | -6.2% |
| 466 | Covestor Ltd#466 · 58 sh | 58 | $20.0K | 0.01% | 0.0% |
| 467 | ATLAS CAPITAL ADVISORS#467 · 59 sh | 59 | $20.0K | <0.01% | New |
| 468 | DELTA ASSET MANAGEMENT#468 · 53 sh | 53 | $17.9K | <0.01% | 0.0% |
| 469 | First Command Advisory Services#469 · 965 sh | 965 | $17.3K | <0.01% | +219.5% |
| 470 | ACTION POINT FINANCIAL PLANNING#470 · 53 sh | 53 | $16.9K | <0.01% | New |
| 471 | LRI Investments#471 · 49 sh | 49 | $16.6K | <0.01% | -2.0% |
| 472 | Eurizon Capital SGR S.p.A.#472 · 47 sh | 47 | $16.1K | 0.00% | 0.0% |
| 473 | Golden State Wealth Management#473 · 47 sh | 47 | $15.9K | <0.01% | 0.0% |
| 474 | Accent Capital Management#474 · 42 sh | 42 | $14.2K | <0.01% | New |
| 475 | TORONTO DOMINION BANK#475 · 40 sh | 40 | $14.0K | 0.00% | 0.0% |
| 476 | JFS WEALTH ADVISORS#476 · 41 sh | 41 | $13.9K | <0.01% | 0.0% |
| 477 | Bullock Wealth Management Group#477 · 41 sh | 41 | $13.8K | — | 0.0% |
| 478 | Grove Bank#478 · 39 sh | 39 | $13.2K | — | 0.0% |
| 479 | Pinnacle Wealth Planning Services#479 · 39 sh | 39 | $13.2K | <0.01% | 0.0% |
| 480 | Continuum Advisory#480 · 36 sh | 36 | $12.2K | <0.01% | New |
| 481 | ZRC WEALTH MANAGEMENT#481 · 35 sh | 35 | $11.8K | — | +250.0% |
| 482 | Persistent Asset Partners Ltd#482 · 34 sh | 34 | $11.5K | <0.01% | New |
| 483 | MassMutual Private Wealth & , FSB#483 · 33 sh | 33 | $11.2K | — | +135.7% |
| 484 | Geneos Wealth Management#484 · 32 sh | 32 | $10.8K | <0.01% | 0.0% |
| 485 | HIGHLINE WEALTH PARTNERS#485 · 29 sh | 29 | $9.8K | — | +31.8% |
| 486 | Rossby Financial, LCC#486 · 28 sh | 28 | $9.5K | <0.01% | -3.4% |
| 487 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#487 · 27 sh | 27 | $9.1K | <0.01% | +170.0% |
| 488 | Key FInancial#488 · 27 sh | 27 | $9.1K | <0.01% | 0.0% |
| 489 | 1620 INVESTMENT ADVISORS#489 · 25 sh | 25 | $8.5K | <0.01% | 0.0% |
| 490 | FARMERS & MERCHANTS INVESTMENTS#490 · 24 sh | 24 | $8.1K | — | 0.0% |
| 491 | BROWN BROTHERS HARRIMAN#491 · 24 sh | 24 | $8.1K | 0.00% | 0.0% |
| 492 | Cedar Mountain Advisors#492 · 24 sh | 24 | $8.1K | — | 0.0% |
| 493 | United Financial Planning Group#493 · 24 sh | 24 | $8.1K | <0.01% | 0.0% |
| 494 | True Wealth Design#494 · 23 sh | 23 | $7.8K | — | 0.0% |
| 495 | Fortitude Family Office#495 · 23 sh | 23 | $7.8K | — | +4.5% |
| 496 | Moisand Fitzgerald Tamayo#496 · 22 sh | 22 | $7.4K | — | 0.0% |
| 497 | CREATIVE FINANCIAL DESIGNS#497 · 20 sh | 20 | $6.8K | <0.01% | 0.0% |
| 498 | MATHER GROUP#498 · 17 sh | 17 | $5.8K | — | 0.0% |
| 499 | Private Wealth Management Group#499 · 17 sh | 17 | $5.8K | — | 0.0% |
| 500 | Basecamp Wealth Advisors#500 · 17 sh | 17 | $5.8K | <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.