AMG — Affiliated Managers Group Institutional Holders · Q3 2026

Name: Who Owns AMG? 24 Institutions Hold $14.1M (Q3 2026)
Creator: ko.io

Who owns Affiliated Managers Group (AMG)? 24 institutions reported holding $14.14M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Reinhart Partners, Llc. ($6.0M), Gradient Investments LLC ($2.5M), Private Client Services, LLC ($1.4M).

Rank	Institution	Value	Shares	Change
1	REINHART PARTNERS, LLC.	$6.0M	16,444	Trimmed
2	Gradient Investments LLC	$2.5M	6,925	Trimmed
3	PRIVATE CLIENT SERVICES, LLC	$1.4M	3,693	Added
4	Legacy Wealth Asset Management, LLC	$733,414	2,006	Trimmed
5	GAMMA Investing LLC	$612,031	1,674	Added
6	Farther Finance Advisors, LLC	$576,598	1,577	Trimmed
7	Cadent Capital Advisors, LLC	$414,602	1,134	Hold
8	Bank of New Hampshire	$387,912	1,061	Trimmed
9	Wedmont Private Capital	$341,712	883	Added
10	Investment Partners Asset Management, Inc.	$305,650	836	Hold
11	DIVERSIFIED MANAGEMENT INC	$270,551	740	New
12	Cooper Financial Group	$211,688	579	Trimmed
13	Versant Capital Management, Inc	$200,354	548	Added
14	AMERICAN NATIONAL BANK & TRUST	$93,230	255	Trimmed
15	CX Institutional	$24,000	66	Hold
16	ELEVATION WEALTH PARTNERS, LLC	$23,400	64	Added
17	Bullock Wealth Management Group	$15,250	41	Hold
18	Grove Bank & Trust	$14,259	39	Hold
19	MassMutual Private Wealth & Trust, FSB	$8,043	22	Trimmed
20	Marquette Asset Management, LLC	$4,753	13	Hold
21	GoalVest Advisory LLC	$2,559	7	New
22	Byrne Asset Management LLC	$2,232	6	New
23	CoreCap Advisors, LLC	$1,097	3	Trimmed
24	Wealth Enhancement Trust Services, Inc.	$366	1	Hold

Source: SEC Form 13F filings · as of 2026-09-30