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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because 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