ENVESTNET ASSET MANAGEMENT INC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1407543
Berwyn, PA
Position in AMG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$20,016,360
+$3,110,544 QoQ
Shares Held
59,150
-3.2% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 566 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,091,770,619 across 275 Asset Management names. AMG ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
534,831 | $514,272,096 | |
| 2 | APO |
Apollo Global Management, Inc.
|
884,185 | $104,607,927 | |
| 3 | AMP |
Ameriprise Financial Inc
|
227,772 | $104,492,682 | |
| 4 | ARES |
Ares Management Corp
|
856,458 | $95,332,339 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,190,049 | $93,274,186 | |
| 6 | KKR |
KKR & Co. Inc.
|
817,969 | $75,073,194 | |
| 7 | STT |
State Street Corp
|
426,809 | $72,386,806 | |
| 8 | RJF |
Raymond James Financial Inc
|
472,067 | $71,768,346 |
All Filings in AMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,016,360 | 59,150 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,905,816 | 61,098 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,428,903 | 43,114 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,889,715 | 62,449 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $11,554,531 | 58,721 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,027,747 | 53,727 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,389,080 | 45,366 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,252,587 | 46,415 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,149,837 | 39,364 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,003,129 | 35,846 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,357,671 | 41,987 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,585,851 | 42,856 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,851,357 | 19,023 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,960,455 | 755,310 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,386,272 | 15,062 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,613,883 | 14,429 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,559,758 | 13,377 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,338,743 | 9,498 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,310,707 | 14,046 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,592,186 | 10,538 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,517,889 | 9,843 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,644,967 | 31,168 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $7,215,716 | 70,951 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $5,529,753 | 80,868 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,633,902 | 75,562 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $4,168,128 | 70,479 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||