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
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 1,136334.7K $0.53 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,136314.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 1,074297.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,040318.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
1290 GAMCO Small/Mid Cap Value Fund 1290 Funds 1,000294.7K $0.13 %0.00 %as of Apr 30, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 978299.4K $0.11 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 960265.6K $0.16 %0.00 %as of Mar 31, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 959293.6K $0.19 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 938287.2K $0.19 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 937286.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 928284.1K $0.25 %0.00 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 921271.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 900249K $0.01 %0.00 %as of Mar 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 900249K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 890262.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 888245.7K $0.25 %0.00 %as of Mar 31, 2026 ↗
CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust 881259.6K $2.36 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 881243.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 879243.2K $0.12 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 870240.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 835231K $0.03 %0.00 %as of Mar 31, 2026 ↗
U.S. Quality ESG Fund Northern Funds 825228.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 820251.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 819250.8K $0.45 %0.00 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 818226.3K $0.24 %0.00 %as of Mar 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 792219.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 778215.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 755222.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 751229.9K $0.07 %0.00 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 745206.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 742205.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 732215.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 712197K $0.03 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 702214.9K $0.19 %0.00 %as of Feb 28, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 699193.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 690190.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 675186.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 639176.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 631193.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 627173.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 608179.2K $0.09 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 600166K $0.02 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 600166K $0.04 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 596164.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 591174.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 587162.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 585179.1K $0.13 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 571158K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 571158K $0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 545150.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 466137.3K $0.16 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 441135K $0.01 %0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 439121.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Motley Fool Next Index ETF RBB Fund, Inc. 432132.3K $0.41 %0.00 %as of Feb 28, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 430119K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 411113.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 380112K $0.01 %0.00 %as of Apr 30, 2026 ↗
Indecap Guide Global Offensiv Indecap Fonder AB 375988.5K SEK0.92 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 362110.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 362100.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 36099.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 359109.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 32589.9K $0.72 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 31888K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap 400 Pure Growth Fund Rydex Variable Trust 31386.6K $0.62 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 31291.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 30584.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 29790.9K $0.09 %0.00 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 29690.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 27079.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 26573.3K $0.48 %0.00 %as of Mar 31, 2026 ↗
Tema Alternative Asset Managers ETF Tema ETF Trust 25277.2K $3.78 %0.00 %as of Feb 28, 2026 ↗
Longview Advantage ETF RBB Fund Trust 24775.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 24166.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust 23464.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 22963.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 22766.9K $0.16 %0.00 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 22762.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 21362.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 21058.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 20356.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 20259.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 20055.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 19854.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 19654.2K $0.21 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust 19359.1K $0.08 %0.00 %as of Feb 27, 2026 ↗
Kinetics Market Opportunities Portfolio Kinetics Portfolios Trust 19052.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 17949.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 17052.1K $0.16 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 16746.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15342.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 15242.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 15044.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 14042.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 13339.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 12237.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 12033.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 11936.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 11732.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 11533.9K $0.24 %0.00 %as of Apr 30, 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