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

Institutional Holders (2015Q2)
Portfolio Summary: 488 Institutional holders with a total value of $11,056,380,728.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Tortoise Investment Management, LLC 5 1,000 0.00%
2 Global X Management CO LLC 6 1,000 0.00%
3 Bartlett & Co. LLC 7 2,000 0.00%
4 Genesis Wealth Advisors, LLC 16 3,497 0.00%
5 Financial Architects, Inc 18 4,000 0.00%
6 BROWN BROTHERS HARRIMAN & CO 25 5,000 0.00%
7 Carroll Financial Associates, Inc. 23 5,000 0.00%
8 Hanson & Doremus Investment Management 28 6,000 0.00%
9 MOTCO 26 6,000 0.00%
10 West Oak Capital, LLC 32 6,995 0.00%
11 Jefferies Group LLC 31 7,000 0.00%
12 Cable Hill Partners, LLC 33 8,000 0.00%
13 Ruggie Capital Group 35 8,000 0.00%
14 Joel Isaacson & Co., LLC 36 8,000 0.00%
15 ENTERPRISE FINANCIAL SERVICES CORP 41 9,000 0.00%
16 Glassman Wealth Services 39 9,000 0.00%
17 MassMutual Private Wealth & Trust, FSB 45 9,243 0.00%
18 WealthTrust-Arizona, LLC 45 10,000 0.00%
19 Index Management Solutions, LLC 48 10,000 0.00%
20 WHITTIER TRUST CO OF NEVADA INC 55 12,000 0.00%
21 Alexandria Capital, LLC 59 13,000 0.00%
22 Evercore Wealth Management, LLC 65 14,000 0.00%
23 BENJAMIN F. EDWARDS & COMPANY, INC. 70 15,000 0.00%
24 Perkins Coie Trust Co 75 16,000 0.00%
25 VIRTUS CAPITAL ADVISERS, LLC 72 16,000 0.00%
26 Timber Creek Capital Management LLC 75 16,000 0.00%
27 Plante Moran Financial Advisors, LLC 71 16,000 0.00%
28 CENTRAL TRUST Co 84 18,000 0.00%
29 Spot Trading L.L.C 84 18,000 0.00%
30 RIVER GLOBAL INVESTORS LLP 100 21,000 0.00%
31 Point72 Hong Kong Ltd 107 23,000 0.00%
32 Ledyard National Bank 112 24,000 0.00%
33 Stanford Investment Group, Inc. 127 28,000 0.00%
34 WHITTIER TRUST CO 135 30,000 0.00%
35 Vident Investment Advisory, LLC 135 30,000 0.00%
36 MSI Financial Services Inc 143 31,000 0.00%
37 SIGNATUREFD, LLC 149 33,000 0.00%
38 WESTPORT RESOURCES MANAGEMENT INC 155 34,000 0.00%
39 TOMPKINS FINANCIAL CORP 160 35,000 0.00%
40 First Horizon Advisors, Inc. 169 37,000 0.00%
41 THOMPSON DAVIS & CO., INC. 170 37,000 0.00%
42 Shinko Asset Management Co., Ltd. 173 38,000 0.00%
43 Advisory Services Network, LLC 192 42,000 0.00%
44 FULLER & THALER ASSET MANAGEMENT, INC. 200 44,000 0.00%
45 GUARDIAN LIFE INSURANCE CO OF AMERICA 240 52,000 0.00%
46 ADVANTAGE INVESTMENT MANAGEMENT, LLC 255 56,000 0.00%
47 COMMONWEALTH BANK OF AUSTRALIA 307 68,000 0.00%
48 Archford Capital Strategies, LLC 310 68,000 0.00%
49 INTEGRATED WEALTH MANAGEMENT 320 70,000 0.00%
50 WESTPAC BANKING CORP 356 77,822 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.