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
Nuveen ESG Small-Cap ETF NuShares ETF Trust 14,7234.3M $0.34 %0.06 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 14,6234.3M $0.01 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,2874M $0.01 %0.06 %as of Mar 31, 2026 ↗
Victory Multi-Cap Fund Victory Portfolios 14,1003.9M $0.77 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 14,0003.9M $0.22 %0.05 %as of Mar 31, 2026 ↗
Ariel Focus Fund Ariel Investment Trust 13,7223.8M $4.67 %0.05 %as of Mar 31, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 13,5003.7M $0.52 %0.05 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 13,2823.9M $0.03 %0.05 %as of Apr 30, 2026 ↗
Victory Diversified Stock Fund Victory Portfolios 13,2713.7M $1.03 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 13,2203.7M $0.24 %0.05 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,1513.9M $0.29 %0.05 %as of Apr 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 13,0823.6M $0.24 %0.05 %as of Mar 31, 2026 ↗
Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC 12,7003.5M $1.51 %0.05 %as of Mar 31, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 12,6103.5M $0.87 %0.05 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 12,6073.7M $0.03 %0.05 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,6013.7M $0.07 %0.05 %as of Apr 30, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,3913.7M $0.70 %0.05 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,3003.8M $0.42 %0.05 %as of Feb 28, 2026 ↗
Carillon ClariVest Capital Appreciation Fund Carillon Series Trust 12,2903.4M $0.61 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,1703.4M $0.01 %0.05 %as of Mar 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 12,0003.3M $0.02 %0.05 %as of Mar 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 11,9343.3M $0.31 %0.05 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 11,6063.4M $0.17 %0.04 %as of Apr 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 11,5753.4M $1.70 %0.04 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 11,5543.2M $0.00 %0.04 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 11,2853.3M $0.24 %0.04 %as of Apr 30, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 11,1813.3M $0.39 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 11,1023.3M $0.02 %0.04 %as of Apr 30, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 11,0683.1M $0.71 %0.04 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 11,0123.2M $0.16 %0.04 %as of Apr 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 10,8333M $0.12 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 10,7613.2M $0.24 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 10,6042.9M $0.24 %0.04 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,5552.9M $0.32 %0.04 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 10,3893.2M $0.50 %0.04 %as of Feb 28, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 10,3703.2M $3.39 %0.04 %as of Feb 28, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 10,3443M $0.02 %0.04 %as of Apr 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 10,1172.8M $0.42 %0.04 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 10,10026.6M SEK0.10 %0.04 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 10,0872.8M $0.01 %0.04 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 9,9922.8M $0.24 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,8932.9M $0.12 %0.04 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 9,8262.9M $0.03 %0.04 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 9,8072.7M $0.24 %0.04 %as of Mar 31, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 9,6793M $0.89 %0.04 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,6392.7M $0.10 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 9,5592.8M $0.02 %0.04 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 9,5562.6M $0.46 %0.04 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 9,5472.6M $0.23 %0.04 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 9,2232.7M $0.01 %0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 9,1952.5M $0.31 %0.04 %as of Mar 31, 2026 ↗
LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,4932.4M $2.36 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 8,3952.5M $0.12 %0.03 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 8,2252.3M $0.70 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,1992.3M $0.24 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,0192.4M $0.01 %0.03 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust 7,8952.3M $0.70 %0.03 %as of Apr 30, 2026 ↗
Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST 7,7022.3M $2.37 %0.03 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 7,6202.1M $0.10 %0.03 %as of Mar 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 7,6172.1M $0.33 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,5382.1M $0.01 %0.03 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 7,4932.3M $0.08 %0.03 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 7,4632.3M $0.05 %0.03 %as of Feb 28, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 7,4422.2M $0.10 %0.03 %as of Apr 30, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 7,3802M $0.28 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,2492.1M $0.36 %0.03 %as of Apr 30, 2026 ↗
Steward Large Cap Core Fund Steward Funds Inc 7,0002.1M $1.03 %0.03 %as of Apr 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 6,8001.9M $0.02 %0.03 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 6,7191.9M $0.53 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,5601.8M $0.02 %0.03 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 6,4951.8M $0.24 %0.03 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,4431.9M $0.02 %0.02 %as of Apr 30, 2026 ↗
Victory Capital Growth Fund Victory Portfolios III 6,4261.9M $0.17 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,3711.8M $0.02 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 6,3381.8M $0.24 %0.02 %as of Mar 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 6,2551.9M $0.94 %0.02 %as of Feb 28, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 6,1431.7M $0.22 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 6,1201.9M $0.02 %0.02 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 6,1161.9M $0.17 %0.02 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,1111.7M $0.02 %0.02 %as of Mar 31, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 5,8681.6M $0.10 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 5,6981.7M $0.08 %0.02 %as of Apr 30, 2026 ↗
Systematic Core Fund VALIC Co I 5,5671.7M $0.25 %0.02 %as of Feb 28, 2026 ↗
Chase Growth Fund Advisors Series Trust 5,5271.5M $1.54 %0.02 %as of Mar 31, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 5,3001.6M $0.37 %0.02 %as of Apr 30, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 5,2361.4M $2.92 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 5,2171.5M $0.16 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 5,2121.5M $0.06 %0.02 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 5,1821.4M $0.23 %0.02 %as of Mar 31, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 5,0801.5M $0.08 %0.02 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 5,0771.6M $0.40 %0.02 %as of Feb 28, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 5,0651.4M $0.10 %0.02 %as of Mar 31, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 5,0001.5M $1.07 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,8881.4M $0.18 %0.02 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 4,7961.5M $0.26 %0.02 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 4,7691.3M $0.01 %0.02 %as of Mar 31, 2026 ↗
Large Cap Core Fund Northern Funds 4,7321.3M $0.41 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 4,7311.4M $0.06 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,6761.4M $0.01 %0.02 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 4,6421.3M $0.08 %0.02 %as of Mar 31, 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