Public ownership evidence

Affiliated Managers Group (AMG) Ownership Disclosures

Read AMG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Affiliated Managers Group: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-04
Trade date
2026-07-30
Reporting owners
STARR LOREN M
Code
A
Shares
210
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001004434-26-000090
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AMG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AMG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-08-042026-07-30STARR LOREN MA210Not reported
2026-08-042026-07-30STARR LOREN MA411Not reported
2026-08-042026-07-30FRANQUI ANNETTEA274Not reported
2026-08-042026-07-30Palandjian Tracy P.A274Not reported
2026-08-042026-07-30Matos Rodriguez Felix V.A274Not reported
2026-08-042026-07-30Engel MarcyA274Not reported
2026-08-042026-07-30Cates G. StaleyA274Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-292$677None
Corient Private Wealth LP2026-06-302026-08-28822$278,165None
Corient Private Wealth LP2026-06-302026-08-2823,769$8,043,295None
Redwood Investment Management, LLC2024-12-312026-08-287,706$1,425,000None
Redwood Investment Management, LLC2025-03-312026-08-287,775$1,306,000None
Principia Wealth Advisory, LLC2026-06-302026-08-273$1,015None
Principia Wealth Advisory, LLC2026-03-312026-08-273$830None
Brown Financial Advisors2026-06-302026-08-27608$205,747None
Redwood Investment Management, LLC2025-06-302026-08-276,966$1,371,000None
Redwood Investment Management, LLC2025-09-302026-08-275,032$1,200,000None
Advisors Asset Management, Inc.2019-12-312026-08-261,307$110,755None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-263,760$1,272,384None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2529,271$9,905,306None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-259,905,306$29,271,000None
Advisors Asset Management, Inc.2020-03-312026-08-22543$32,113None
Assenagon Asset Management S.A.2026-06-302026-08-223,011$1,018,922None
Bullock Wealth Management Group2026-06-302026-08-2041$13,813None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,414$1,832,265None
Advisors Asset Management, Inc.2019-03-312026-08-193,391$363,210None
Advisors Asset Management, Inc.2019-09-302026-08-192,007$167,283None
Advisors Asset Management, Inc.2019-06-302026-08-192,741$252,556None
Ensign Peak Advisors, Inc2026-03-312026-08-198,829$2,442,984None
Ensign Peak Advisors, Inc2025-12-312026-08-197,038$2,028,915None
Ensign Peak Advisors, Inc2025-09-302026-08-194,582$1,092,486None
Fulcrum Asset Management LLP2026-06-302026-08-1914,166$4,851,288None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-1934,950$11,822,537None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-192$1,000None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-1966,968$22,661,971None
Corient Private Wealth LP2026-06-302026-08-1824,635$8,336,350None
Redwood Investment Management, LLC2026-06-302026-08-183,397$1,150,000None
Empowered Funds, LLC2026-06-302026-08-1874,721$25,285,586None
Empowered Funds, LLC2026-06-302026-08-184,544$1,537,690None
Empowered Funds, LLC2026-06-302026-08-181,596$540,086None
Empowered Funds, LLC2026-06-302026-08-18776$262,598None
Empowered Funds, LLC2026-06-302026-08-18118$39,931None
Transamerica Financial Advisors, LLC2026-06-302026-08-1814$4,737None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-182,124$718,629None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1826,489$8,963,878None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-15654$221,314None
Investors Portfolio Services LLC2026-06-302026-08-156$2,030None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-155,423$1,835,143None
AMERIFLEX GROUP, INC.2026-06-302026-08-154$1,354None
Synergy Investment Management, LLC2026-06-302026-08-158$2,881None
TORONTO DOMINION BANK2026-06-302026-08-1540$14,000None
SEI INVESTMENTS CO2026-06-302026-08-1524,041$8,135,474None
SEI INVESTMENTS CO2026-06-302026-08-1517,226$5,832,700None
SEI INVESTMENTS CO2026-06-302026-08-1575,875$25,676,100None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,806$611,150None
JPL Wealth Management, LLC2026-06-302026-08-159$3,046None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-15889$300,838None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Brown Financial Advisors ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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