Titelia

Fund shareholders of Affiliated Managers Group Inc

ISIN US0082521081 · United States · LEI 2JE75BUE3T1BLCYYGK54

Fund shareholders
415
Of which ETFs
120 295 other funds
Value held
3.3B $ 32.3M SEK
Share of capital
44.6 % of 25.9M shares on Aug 5, 2026
FundSharesValueWeight in fundShare of capital
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 1,011,126279.8M $2.84 %3.91 %as of Mar 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 931,346257.7M $0.24 %3.60 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 809,148223.9M $0.01 %3.13 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 723,800200.3M $1.79 %2.80 %as of Mar 31, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 685,504189.7M $0.87 %2.65 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 584,526161.7M $0.10 %2.26 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 372,225103M $0.17 %1.44 %as of Mar 31, 2026 ↗
Ariel Fund Ariel Investment Trust 336,06293M $3.63 %1.30 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 313,95486.9M $0.11 %1.21 %as of Mar 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 234,77165M $2.07 %0.91 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust 229,98967.8M $1.00 %0.89 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 171,25047.4M $0.48 %0.66 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 165,81845.9M $0.45 %0.64 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 146,86645M $0.11 %0.57 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 137,39538M $0.24 %0.53 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 136,62341.8M $0.20 %0.53 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 133,02539.2M $0.21 %0.51 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 105,15729.1M $0.06 %0.41 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 101,14429.8M $0.06 %0.39 %as of Apr 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 96,53426.7M $0.32 %0.37 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 92,58025.6M $0.28 %0.36 %as of Mar 31, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 88,00024.3M $7.78 %0.34 %as of Mar 31, 2026 ↗
AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. 86,42825.5M $0.95 %0.33 %as of Apr 30, 2026 ↗
LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust 85,79326.3M $2.29 %0.33 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 84,74625M $0.18 %0.33 %as of Apr 30, 2026 ↗
Artisan Focus Fund Artisan Partners Funds Inc. 84,53423.4M $2.04 %0.33 %as of Mar 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 79,71223.5M $0.55 %0.31 %as of Apr 30, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 78,85921.8M $0.84 %0.30 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 75,96523.3M $0.17 %0.29 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 63,68417.6M $0.03 %0.25 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 63,01218.6M $0.04 %0.24 %as of Apr 30, 2026 ↗
LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC 59,01016.3M $1.50 %0.23 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 58,68516.2M $0.66 %0.23 %as of Mar 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 57,59517M $1.58 %0.22 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 53,11716.3M $1.34 %0.21 %as of Feb 28, 2026 ↗
Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST 52,70415.5M $1.37 %0.20 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 52,63916.1M $0.01 %0.20 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 51,00015.6M $0.02 %0.20 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 50,29913.9M $0.05 %0.19 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,51214.3M $0.04 %0.19 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 47,47614.5M $0.10 %0.18 %as of Feb 28, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 45,91214.1M $0.44 %0.18 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 44,73612.4M $0.05 %0.17 %as of Mar 31, 2026 ↗
Clarkston Founders Fund ALPS SERIES TRUST 43,00011.9M $7.26 %0.17 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 42,82413.1M $0.25 %0.17 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 42,78911.8M $0.48 %0.17 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 41,64812.8M $0.01 %0.16 %as of Feb 28, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 40,37311.9M $0.33 %0.16 %as of Apr 30, 2026 ↗
LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 40,25011.1M $1.09 %0.16 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 39,52910.9M $0.08 %0.15 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 35,42210.4M $0.07 %0.14 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 35,35210.4M $0.03 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,5059.5M $0.01 %0.13 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 33,7469.3M $0.49 %0.13 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 31,4869.3M $0.07 %0.12 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,2578.4M $0.35 %0.12 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 29,6269.1M $0.04 %0.11 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 28,3877.9M $0.24 %0.11 %as of Mar 31, 2026 ↗
Clarkston Fund ALPS SERIES TRUST 28,0007.7M $7.91 %0.11 %as of Mar 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 27,9078.5M $0.28 %0.11 %as of Feb 28, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 27,0488M $0.24 %0.10 %as of Apr 30, 2026 ↗
SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS 26,0647.2M $0.62 %0.10 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 25,6517.9M $0.48 %0.10 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 24,0456.7M $0.03 %0.09 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 23,6116.5M $1.57 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 23,3466.9M $0.01 %0.09 %as of Apr 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 23,0576.4M $0.24 %0.09 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 21,4826.6M $0.25 %0.08 %as of Feb 28, 2026 ↗
Nomura Opportunity Fund Delaware Group Equity Funds IV 21,1705.9M $1.09 %0.08 %as of Mar 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 20,7426.4M $0.25 %0.08 %as of Feb 28, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 20,7246.1M $0.37 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 20,6666.1M $0.01 %0.08 %as of Apr 30, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 20,5346.3M $1.64 %0.08 %as of Feb 28, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 20,4545.7M $3.25 %0.08 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 20,3696M $0.25 %0.08 %as of Apr 30, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 20,0645.6M $0.33 %0.08 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 19,8625.5M $0.01 %0.08 %as of Mar 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 19,0725.3M $0.37 %0.07 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,2945.4M $0.06 %0.07 %as of Apr 30, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 18,2645.1M $0.51 %0.07 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 18,1625.4M $0.02 %0.07 %as of Apr 30, 2026 ↗
Mid Cap Index Fund Northern Funds 17,6844.9M $0.24 %0.07 %as of Mar 31, 2026 ↗
Systematic Value Fund VALIC Co I 17,5525.4M $0.98 %0.07 %as of Feb 28, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 17,5004.8M $1.75 %0.07 %as of Mar 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 17,1095.2M $0.77 %0.07 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 16,6974.6M $0.01 %0.06 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 16,4544.8M $0.06 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,4475M $0.01 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 16,3004.8M $0.01 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,9824.9M $0.03 %0.06 %as of Feb 28, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 15,6004.6M $0.71 %0.06 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 15,4474.3M $0.11 %0.06 %as of Mar 31, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 15,3684.5M $0.21 %0.06 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 15,2304.5M $0.19 %0.06 %as of Apr 30, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 15,2154.2M $1.66 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 15,0674.4M $0.13 %0.06 %as of Apr 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,8984.1M $0.23 %0.06 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 14,8914.1M $0.08 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 14,7674.1M $0.29 %0.06 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 14,7414.5M $0.19 %0.06 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Clarkston Fund ALPS SERIES TRUST 7.91 %as of Mar 31, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 7.78 %as of Mar 31, 2026 ↗
Clarkston Founders Fund ALPS SERIES TRUST 7.26 %as of Mar 31, 2026 ↗
Ariel Focus Fund Ariel Investment Trust 4.67 %as of Mar 31, 2026 ↗
Tema Alternative Asset Managers ETF Tema ETF Trust 3.78 %as of Feb 28, 2026 ↗
Ariel Fund Ariel Investment Trust 3.63 %as of Mar 31, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 3.39 %as of Feb 28, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 3.25 %as of Mar 31, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 2.92 %as of Mar 31, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 2.84 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2412+3511,515,508+2.7 %
2026Q1377+2011,213,943-2.3 %
2025Q4357+1011,472,212-2.3 %
2025Q3347-1711,742,515-9.3 %
2025Q2364+712,950,545-3.5 %
2025Q1357013,413,369+1.9 %
2024Q4357-513,162,088-2.6 %
2024Q3362-1113,513,264-3.6 %
2024Q2373+914,014,550+0.9 %
2024Q1364+1013,884,380-2.2 %
2023Q435414,194,909

Institutional managers

535 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.2,867,665793.5M $as of Mar 31, 2026
MORGAN STANLEY1,732,512479.4M $as of Mar 31, 2026
ARIEL INVESTMENTS, LLC1,064,030294.4M $as of Mar 31, 2026
Boston Partners971,247268.7M $as of Mar 31, 2026
STATE STREET CORP926,733256.4M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.760,213210.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP718,313198.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC635,778176M $as of Mar 31, 2026
LYRICAL ASSET MANAGEMENT LP502,121138.9M $as of Mar 31, 2026
Allianz Asset Management GmbH488,742135.2M $as of Mar 31, 2026
LSV ASSET MANAGEMENT476,811131.9K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/409,578113.3M $as of Mar 31, 2026
NORTHERN TRUST CORP348,88296.5M $as of Mar 31, 2026
Invesco Ltd.316,49087.6M $as of Mar 31, 2026
Clarkston Capital Partners, LLC313,70886.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC308,03185.2M $as of Mar 31, 2026
Channing Capital Management, LLC302,67283.7M $as of Mar 31, 2026
Bank of New York Mellon Corp300,26583.1M $as of Mar 31, 2026
Fisher Asset Management, LLC253,26370.1M $as of Mar 31, 2026
JANE STREET GROUP, LLC252,50569.9M $as of Mar 31, 2026
BRUNI J V & CO /CO249,76569.1M $as of Mar 31, 2026
CITADEL ADVISORS LLC247,22068.4M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC231,46163.6M $as of Mar 31, 2026
Caisse de depot et placement du Quebec220,88761.1M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.206,10359.4M $as of Mar 31, 2026

Declared shareholders of Affiliated Managers Group Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.19 %1,386,744as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.12 %1,368,430as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Affiliated Managers Group Inc

93 funds declare 137 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND328.5M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND326.6M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND223M $as of Feb 28, 2026
DFA Investment Grade Portfolio219.9M $as of Apr 30, 2026
Victory Pioneer Bond Fund117.8M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND210.9M $as of Mar 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND18.8M $as of Apr 30, 2026
Victory Core Plus Intermediate Bond Fund18.1M $as of Apr 30, 2026
Thompson Bond Fund27.6M $as of Feb 28, 2026
First Trust Smith Opportunistic Fixed Income ETF17.1M $as of Feb 28, 2026
ALPS | Smith Total Return Bond Fund16.8M $as of Apr 30, 2026
First Trust Smith Unconstrained Bond ETF16.5M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF36.3M $as of Feb 28, 2026
Dimensional Core Fixed Income ETF36.3M $as of Apr 30, 2026
ALPS | Smith Core Plus Bond ETF15.7M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF25.3M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND15.3M $as of Feb 28, 2026
Avantis Core Fixed Income ETF15.3M $as of Feb 28, 2026
Fidelity SAI Enhanced Core Bond Fund24.9M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF34.9M $as of Mar 31, 2026
Schwab 5-10 Year Corporate Bond ETF24M $as of Mar 31, 2026
Invesco Corporate Bond Fund13.9M $as of Feb 28, 2026
VictoryShares Core Plus Bond ETF13.6M $as of Mar 31, 2026
Avantis Short-Term Fixed Income ETF13.3M $as of Feb 28, 2026
DFA Intermediate-Term Extended Quality Portfolio12.8M $as of Apr 30, 2026
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Titelia. "Fund shareholders of Affiliated Managers Group Inc". https://titelia.com/en/stocks/affiliated-managers-group-inc-US0082521081