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AFFILIATED MANAGERS GROUP
AFFILIATED MANAGERS GROUP. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 488 Institutional holders with a total value of $11,376,971,054.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MYCIO WEALTH PARTNERS, LLC 0 0 0.00%
2 WEALTHCARE CAPITAL MANAGEMENT LLC 10 0 0.00%
3 Tortoise Investment Management, LLC 5 1,000 0.00%
4 Lenox Wealth Advisors, LLC 10 2,000 0.00%
5 Carroll Financial Associates, Inc. 14 3,000 0.00%
6 Index Management Solutions, LLC 19 4,000 0.00%
7 Mitsubishi UFJ Securities Holdings Co., Ltd. 20 4,000 0.00%
8 BROWN BROTHERS HARRIMAN & CO 25 5,000 0.00%
9 CAPITAL GUARDIAN TRUST CO 25 5,000 0.00%
10 Ruggie Capital Group 21 5,000 0.00%
11 Hanson & Doremus Investment Management 28 6,000 0.00%
12 Financial Architects, Inc 29 6,000 0.00%
13 MOTCO 26 6,000 0.00%
14 West Oak Capital, LLC 32 6,873 0.00%
15 Cable Hill Partners, LLC 33 7,000 0.00%
16 Intersect Capital LLC 37 8,000 0.00%
17 Glassman Wealth Services 39 8,000 0.00%
18 MassMutual Private Wealth & Trust, FSB 45 9,665 0.00%
19 WealthTrust-Arizona, LLC 45 10,000 0.00%
20 FIRST NEW YORK SECURITIES LLC /NY 50 10,739 0.00%
21 ZIONS BANCORPORATION 53 11,000 0.00%
22 WHITTIER TRUST CO OF NEVADA INC 55 12,000 0.00%
23 Alexandria Capital, LLC 59 13,000 0.00%
24 BENJAMIN F. EDWARDS & COMPANY, INC. 63 14,000 0.00%
25 ENTERPRISE FINANCIAL SERVICES CORP 65 14,000 0.00%
26 VIRTUS CAPITAL ADVISERS, LLC 72 15,000 0.00%
27 Plante Moran Financial Advisors, LLC 73 16,000 0.00%
28 Timber Creek Capital Management LLC 75 16,000 0.00%
29 Perkins Coie Trust Co 75 16,000 0.00%
30 KINGS POINT CAPITAL MANAGEMENT 73 16,000 0.00%
31 CENTRAL TRUST Co 84 18,000 0.00%
32 Creative Planning 90 19,000 0.00%
33 Orion Porfolio Solutions, LLC 94 20,000 0.00%
34 Ledyard National Bank 112 24,000 0.00%
35 Stanford Investment Group, Inc. 127 27,000 0.00%
36 SIGNATUREFD, LLC 130 28,000 0.00%
37 WHITTIER TRUST CO 135 29,000 0.00%
38 MSI Financial Services Inc 156 33,000 0.00%
39 WESTPORT RESOURCES MANAGEMENT INC 155 33,000 0.00%
40 First Horizon Advisors, Inc. 166 36,000 0.00%
41 Shinko Asset Management Co., Ltd. 173 37,000 0.00%
42 THOMPSON DAVIS & CO., INC. 170 37,000 0.00%
43 Evercore Wealth Management, LLC 178 38,000 0.00%
44 GUARDIAN LIFE INSURANCE CO OF AMERICA 240 52,000 0.00%
45 FULLER & THALER ASSET MANAGEMENT, INC. 300 64,000 0.00%
46 COMMONWEALTH BANK OF AUSTRALIA 300 64,000 0.00%
47 Archford Capital Strategies, LLC 310 66,582 0.00%
48 INTEGRATED WEALTH MANAGEMENT 320 68,000 0.00%
49 TRUST CO OF VERMONT 375 80,000 0.00%
50 GUARDIAN INVESTOR SERVICES LLC 378 81,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.