UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1463217
IRVING, TX
Position in AMG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$718,761
+$141,289 QoQ
Shares Held
2,124
+1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 562 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. AMG ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
243,165 | $22,317,683 | |
| 2 | ARES |
Ares Management Corp
|
106,313 | $11,833,700 | |
| 3 | BX |
Blackstone Inc.
|
89,717 | $10,556,999 | |
| 4 | BLK |
BlackRock, Inc.
|
8,301 | $7,981,909 | |
| 5 | NTRS |
Northern Trust Corp
|
40,661 | $7,068,508 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
278,557 | $3,027,914 | |
| 7 | AMP |
Ameriprise Financial Inc
|
5,940 | $2,725,034 | |
| 8 | STT |
State Street Corp
|
13,525 | $2,293,840 |
All Filings in AMG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,761 | 2,124 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $577,472 | 2,087 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $558,110 | 1,936 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $283,016 | 1,187 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $234,353 | 1,191 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $342,277 | 2,037 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $386,482 | 2,090 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $381,381 | 2,145 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $311,366 | 1,993 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $358,385 | 2,140 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $345,994 | 2,285 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $207,648 | 1,458 | Shares | Defined | 2023-08-15 | |
| 2022-03-31 | $286,833 | 2,035 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $325,894 | 1,981 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $298,553 | 1,976 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $320,294 | 2,077 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $202,531 | 1,359 | Shares | Defined | 2021-05-14 | |
| 2020-06-30 | $217,715 | 2,920 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||