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
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,6401.3M $0.02 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,5741.3M $0.07 %0.02 %as of Apr 30, 2026 ↗
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 4,5631.3M $1.52 %0.02 %as of Mar 31, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 4,5331.4M $1.02 %0.02 %as of Feb 28, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 4,4951.2M $1.77 %0.02 %as of Mar 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 4,4361.2M $0.24 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,4341.3M $0.02 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,3791.3M $0.10 %0.02 %as of Apr 30, 2026 ↗
Fidelity Stocks for Inflation ETF Fidelity Covington Trust 4,3371.3M $0.47 %0.02 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 4,3221.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 4,2631.2M $0.34 %0.02 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 4,2581.3M $0.24 %0.02 %as of Apr 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 4,2111.2M $0.20 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,2091.3M $0.01 %0.02 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,2001.3M $0.10 %0.02 %as of Feb 28, 2026 ↗
Anfield US Equity Sector Rotation ETF Two Roads Shared Trust 4,1881.2M $0.77 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,1331.2M $0.04 %0.02 %as of Apr 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 4,0821.2M $0.20 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 4,0031.1M $0.21 %0.02 %as of Mar 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 3,9661.1M $0.24 %0.02 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 3,8641.1M $0.24 %0.01 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 3,8401.1M $0.01 %0.01 %as of Mar 31, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 3,8091.1M $0.88 %0.01 %as of Mar 31, 2026 ↗
Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust 3,7941.1M $0.99 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,7751M $0.33 %0.01 %as of Mar 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 3,7631.2M $1.58 %0.01 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 3,7371M $0.06 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,6881M $0.10 %0.01 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 3,6501M $0.15 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,6431.1M $0.05 %0.01 %as of Apr 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 3,6311M $0.14 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 3,5961.1M $0.27 %0.01 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,585992K $0.05 %0.01 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 3,5551M $0.33 %0.01 %as of Apr 30, 2026 ↗
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 3,436950.7K $0.51 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 3,431949.4K $0.27 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,4061M $0.21 %0.01 %as of Apr 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 3,383936.1K $0.31 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 3,366931.4K $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 3,3621M $0.09 %0.01 %as of Feb 28, 2026 ↗
S&P MidCap 400 Pure Growth Fund Rydex Series Funds 3,271905.1K $0.52 %0.01 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 3,210888.2K $0.05 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 3,205944.4K $0.24 %0.01 %as of Apr 30, 2026 ↗
Steward Equity Market Neutral Fund Steward Funds Inc 3,200942.9K $0.89 %0.01 %as of Apr 30, 2026 ↗
Anfield Enhanced Market ETF Two Roads Shared Trust 3,184938.2K $0.64 %0.01 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 3,116918.2K $0.03 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,065848.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
SFT Nomura Small Cap Growth Fund Securian Funds Trust 2,935812.1K $0.51 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,934864.6K $0.11 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,921808.2K $0.22 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,876847.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,684790.9K $0.12 %0.01 %as of Apr 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 2,600719.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,555707K $0.04 %0.01 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderate Fund Victory Portfolios III 2,539777.4K $0.06 %0.01 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 2,531700.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 2,433673.2K $0.11 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,414668K $0.03 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 2,367654.9K $0.22 %0.01 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 2,308680.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND Capitol Series Trust 2,300636.4K $0.47 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,297703.3K $0.08 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,271628.4K $0.17 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 2,236658.9K $0.23 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,231683.1K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 2,210611.5K $0.06 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2,197672.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,143593K $0.01 %0.01 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,129589.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 2,118586.1K $0.24 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 2,093640.8K $0.26 %0.01 %as of Feb 28, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 2,019618.2K $0.08 %0.01 %as of Feb 28, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 1,994610.5K $0.17 %0.01 %as of Feb 28, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 1,981583.7K $0.46 %0.01 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,899559.6K $0.07 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,876519.1K $0.11 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,868516.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 1,819503.3K $0.89 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,794496.4K $0.04 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,782493.1K $0.06 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Multifactor Storebrand Asset Management AS 1,7804.7M SEK0.35 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,696499.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 1,676493.9K $0.40 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,672511.9K $0.06 %0.01 %as of Feb 28, 2026 ↗
BrandywineGLOBAL-Dynamic US Large Cap Value ETF Franklin Templeton ETF Trust 1,668461.5K $0.56 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,653457.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 1,626497.8K $0.22 %0.01 %as of Feb 27, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 1,543454.7K $1.35 %0.01 %as of Apr 30, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 1,449443.7K $0.10 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,363377.1K $0.06 %0.01 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,316402.9K $0.03 %0.01 %as of Feb 28, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,300398K $0.21 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,279353.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,259371K $0.14 %0.00 %as of Apr 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 1,227375.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,209370.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,180347.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,171358.5K $0.05 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,168323.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 1,155319.6K $0.16 %0.00 %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