Horizon Investments, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1560717
Charlotte, NC
Position in AMG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,980,515
+$1,671,196 QoQ
Shares Held
20,628
+7.5% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#112
of 566 holders
Holding Since
Mar 2023
7 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, 2026Horizon Investments, LLC holds $54,580,826 across 20 Asset Management names. AMG ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
76,555 | $9,008,226 | |
| 2 | SEIC |
Sei Investments Co
|
86,966 | $7,627,787 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
This page
|
20,628 | $6,980,515 | |
| 4 | STT |
State Street Corp
|
35,317 | $5,989,763 | |
| 5 | BLK |
BlackRock, Inc.
|
5,865 | $5,639,549 | |
| 6 | APO |
Apollo Global Management, Inc.
|
36,147 | $4,276,551 | |
| 7 | NTRS |
Northern Trust Corp
|
14,267 | $2,480,175 | |
| 8 | FHI |
Federated Hermes, Inc.
|
43,141 | $2,382,246 |
All Filings in AMG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,980,515 | 20,628 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,309,319 | 19,188 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,889,517 | 16,961 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,341,596 | 14,015 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,027,139 | 5,220 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $1,422 | 8 | Shares | Sole | 2024-11-13 | |
| 2023-03-31 | $284 | 2 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||