AFFILIATED MANAGERS GROUP, INC. (AMG) — Institutional Holders, Q2 2026 (page 6)
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 501 to 569. 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 501–569 of 569
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | HHM Wealth Advisors#501 · 16 sh | 16 | $5.4K | <0.01% | 0.0% |
| 502 | Rialto Wealth Management#502 · 15 sh | 15 | $5.1K | <0.01% | +36.4% |
| 503 | James T. Borello RIA#503 · 14 sh | 14 | $4.7K | — | 0.0% |
| 504 | HM PAYSON#504 · 14 sh | 14 | $4.7K | <0.01% | 0.0% |
| 505 | Transamerica Financial Advisors#505 · 14 sh | 14 | $4.7K | <0.01% | -44.0% |
| 506 | Marquette Asset Management#506 · 13 sh | 13 | $4.4K | — | 0.0% |
| 507 | Physician Wealth Advisors#507 · 13 sh | 13 | $4.4K | — | +18.2% |
| 508 | Oakworth Capital#508 · 13 sh | 13 | $4.4K | — | 0.0% |
| 509 | Creative Capital Management Investments#509 · 12 sh | 12 | $4.1K | <0.01% | New |
| 510 | Dogwood Wealth Management#510 · 12 sh | 12 | $4.1K | <0.01% | 0.0% |
| 511 | HARBOUR INVESTMENTS#511 · 12 sh | 12 | $4.0K | <0.01% | -14.3% |
| 512 | CENTRAL#512 · 11 sh | 11 | $3.7K | <0.01% | +266.7% |
| 513 | North Star Investment Management#513 · 9 sh | 9 | $3.0K | <0.01% | -25.0% |
| 514 | Manchester Capital Management#514 · 9 sh | 9 | $3.0K | — | 0.0% |
| 515 | JPL Wealth Management#515 · 9 sh | 9 | $3.0K | <0.01% | 0.0% |
| 516 | Synergy Investment Management#516 · 8 sh | 8 | $2.9K | <0.01% | New |
| 517 | DiNuzzo Private Wealth#517 · 8 sh | 8 | $2.7K | — | 0.0% |
| 518 | HFM Investment Advisors#518 · 8 sh | 8 | $2.7K | <0.01% | +166.7% |
| 519 | Hughes Financial Services#519 · 8 sh | 8 | $2.7K | <0.01% | +700.0% |
| 520 | Ares Financial Consulting#520 · 8 sh | 8 | $2.7K | — | 0.0% |
| 521 | Beaird Harris Wealth Management#521 · 8 sh | 8 | $2.6K | <0.01% | 0.0% |
| 522 | Bay Harbor Wealth Management#522 · 7 sh | 7 | $2.4K | <0.01% | 0.0% |
| 523 | SJS Investment Consulting#523 · 7 sh | 7 | $2.4K | — | 0.0% |
| 524 | Kilter Group#524 · 7 sh | 7 | $2.4K | <0.01% | -12.5% |
| 525 | SouthState Bank#525 · 6 sh | 6 | $2.0K | <0.01% | 0.0% |
| 526 | Clearstead Advisors#526 · 6 sh | 6 | $2.0K | 0.00% | 0.0% |
| 527 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#527 · 6 sh | 6 | $2.0K | 0.00% | 0.0% |
| 528 | NewEdge Advisors#528 · 6 sh | 6 | $2.0K | 0.00% | New |
| 529 | Whipplewood Advisors#529 · 6 sh | 6 | $2.0K | — | 0.0% |
| 530 | Investors Portfolio Services#530 · 6 sh | 6 | $2.0K | <0.01% | 0.0% |
| 531 | FIRST HORIZON NATIONAL#531 · 6 sh | 6 | $2.0K | — | 0.0% |
| 532 | NBT BANK N A#532 · 6 sh | 6 | $2.0K | — | 0.0% |
| 533 | Avion Wealth#533 · 7 sh | 7 | $2.0K | <0.01% | 0.0% |
| 534 | Dunhill Financial#534 · 5 sh | 5 | $1.9K | <0.01% | 0.0% |
| 535 | IFG Advisory#535 · 5 sh | 5 | $1.7K | <0.01% | New |
| 536 | Cromwell#536 · 5 sh | 5 | $1.7K | <0.01% | 0.0% |
| 537 | Trifecta Capital Advisors#537 · 5 sh | 5 | $1.7K | — | New |
| 538 | Owl Creek Wealth Partners#538 · 5 sh | 5 | $1.7K | — | 0.0% |
| 539 | LOGAN CAPITAL MANAGEMENT#539 · 4 sh | 4 | $1.4K | <0.01% | New |
| 540 | BROWN, LISLE/CUMMINGS#540 · 4 sh | 4 | $1.4K | — | -20.0% |
| 541 | RAFFA WEALTH MANAGEMENT#541 · 4 sh | 4 | $1.4K | <0.01% | New |
| 542 | Bogart Wealth#542 · 4 sh | 4 | $1.4K | 0.00% | -50.0% |
| 543 | CoreCap Advisors#543 · 4 sh | 4 | $1.4K | — | 0.0% |
| 544 | TOUNJIAN ADVISORY PARTNERS#544 · 4 sh | 4 | $1.4K | <0.01% | New |
| 545 | AMERIFLEX GROUP#545 · 4 sh | 4 | $1.4K | <0.01% | New |
| 546 | Prestige Wealth Management Group#546 · 3 sh | 3 | $1.0K | <0.01% | 0.0% |
| 547 | Cassaday & Wealth Management#547 · 3 sh | 3 | $1.0K | 0.00% | -76.9% |
| 548 | AdvisorNet Financial#548 · 3 sh | 3 | $1.0K | — | 0.0% |
| 549 | Financial Management Professionals#549 · 3 sh | 3 | $1.0K | — | 0.0% |
| 550 | SHP Wealth Management#550 · 3 sh | 3 | $1.0K | <0.01% | 0.0% |
| 551 | Principia Wealth Advisory#551 · 3 sh | 3 | $1.0K | <0.01% | 0.0% |
| 552 | WPG Advisers#552 · 3 sh | 3 | $1.0K | <0.01% | 0.0% |
| 553 | CKW FINANCIAL GROUP#553 · 4 sh | 4 | $1.0K | <0.01% | New |
| 554 | Navigoe#554 · 3 sh | 3 | $1.0K | <0.01% | New |
| 555 | Bare Financial Services#555 · 2 sh | 2 | $677.00 | <0.01% | 0.0% |
| 556 | Rakuten Securities#556 · 2 sh | 2 | $677.00 | <0.01% | New |
| 557 | Cornerstone Financial Management#557 · 2 sh | 2 | $677.00 | <0.01% | New |
| 558 | Silver Grove Financial Group#558 · 2 sh | 2 | $677.00 | <0.01% | New |
| 559 | GHP Investment Advisors#559 · 1 sh | 1 | $339.00 | — | 0.0% |
| 560 | TFC Financial Management#560 · 1 sh | 1 | $339.00 | — | 0.0% |
| 561 | Sachetta#561 · 1 sh | 1 | $339.00 | <0.01% | New |
| 562 | Wealth Enhancement Services#562 · 1 sh | 1 | $338.00 | — | 0.0% |
| 563 | ROTHSCHILD INVESTMENT#563 · 1 sh | 1 | $338.00 | 0.00% | -83.3% |
| 564 | DecisionPoint Financial#564 · 1 sh | 1 | $337.00 | <0.01% | New |
| 565 | Raleigh Capital Management#565 · 0 sh | 0 | $2.00 | 0.00% | New |
| 566 | Capital Advisors, Ltd.#566 · 1 sh | 1 | $0.00 | 0.00% | 0.0% |
| 567 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#567 · 29,271 sh | 29,271 | — | — | -10.9% |
| 568 | Elequin Securities#568 · 7 sh | 7 | — | — | New |
| 569 | Quantum Portfolio Management#569 · 2,119 sh | 2,119 | — | — | -0.9% |
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.