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Public ownership evidence

Affiliated Managers Group (AMG) Ownership Disclosures

Read AMG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-292$677None
Corient Private Wealth LP2026-06-302026-08-28822$278,165None
Corient Private Wealth LP2026-06-302026-08-2823,769$8,043,295None
Redwood Investment Management, LLC2024-12-312026-08-287,706$1,425,000None
Redwood Investment Management, LLC2025-03-312026-08-287,775$1,306,000None
Principia Wealth Advisory, LLC2026-06-302026-08-273$1,015None
Principia Wealth Advisory, LLC2026-03-312026-08-273$830None
Brown Financial Advisors2026-06-302026-08-27608$205,747None
Redwood Investment Management, LLC2025-06-302026-08-276,966$1,371,000None
Redwood Investment Management, LLC2025-09-302026-08-275,032$1,200,000None
Advisors Asset Management, Inc.2019-12-312026-08-261,307$110,755None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-263,760$1,272,384None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2529,271$9,905,306None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-259,905,306$29,271,000None
Advisors Asset Management, Inc.2020-03-312026-08-22543$32,113None
Assenagon Asset Management S.A.2026-06-302026-08-223,011$1,018,922None
Bullock Wealth Management Group2026-06-302026-08-2041$13,813None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,414$1,832,265None
Advisors Asset Management, Inc.2019-03-312026-08-193,391$363,210None
Advisors Asset Management, Inc.2019-09-302026-08-192,007$167,283None
Advisors Asset Management, Inc.2019-06-302026-08-192,741$252,556None
Ensign Peak Advisors, Inc2026-03-312026-08-198,829$2,442,984None
Ensign Peak Advisors, Inc2025-12-312026-08-197,038$2,028,915None
Ensign Peak Advisors, Inc2025-09-302026-08-194,582$1,092,486None
Fulcrum Asset Management LLP2026-06-302026-08-1914,166$4,851,288None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-1934,950$11,822,537None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-192$1,000None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-1966,968$22,661,971None
Corient Private Wealth LP2026-06-302026-08-1824,635$8,336,350None
Redwood Investment Management, LLC2026-06-302026-08-183,397$1,150,000None
Empowered Funds, LLC2026-06-302026-08-1874,721$25,285,586None
Empowered Funds, LLC2026-06-302026-08-184,544$1,537,690None
Empowered Funds, LLC2026-06-302026-08-181,596$540,086None
Empowered Funds, LLC2026-06-302026-08-18776$262,598None
Empowered Funds, LLC2026-06-302026-08-18118$39,931None
Transamerica Financial Advisors, LLC2026-06-302026-08-1814$4,737None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-182,124$718,629None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1826,489$8,963,878None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-15654$221,314None
Investors Portfolio Services LLC2026-06-302026-08-156$2,030None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-155,423$1,835,143None
AMERIFLEX GROUP, INC.2026-06-302026-08-154$1,354None
Synergy Investment Management, LLC2026-06-302026-08-158$2,881None
TORONTO DOMINION BANK2026-06-302026-08-1540$14,000None
SEI INVESTMENTS CO2026-06-302026-08-1524,041$8,135,474None
SEI INVESTMENTS CO2026-06-302026-08-1517,226$5,832,700None
SEI INVESTMENTS CO2026-06-302026-08-1575,875$25,676,100None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,806$611,150None
JPL Wealth Management, LLC2026-06-302026-08-159$3,046None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-15889$300,838None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Brown Financial Advisors ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.