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Affiliated Managers Group, Inc.

AMG
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001004434

No open-market purchases or sales by Affiliated Managers Group, Inc. insiders were filed in the last 90 days; 567 institutions reported holding it in 13F filings for Q2 2026, worth $8.53B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.

Other share classesMGRMGRBMGRDMGRE

13F holders, Q1 2021

Institutional positions in Affiliated Managers Group, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
320
No complete 13F data for Q4 2020
Shares held
42.2M
No complete 13F data for Q4 2020
Total value
$6.28B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting AMG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 320 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ1 2021: $6.28B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$6.28B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AMG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sargent Bickham Lagudis LLC2$00.00%––
Prestige Wealth Management Group LLC3$00.00%––
Raffa Wealth Management, LLC6$8940.00%––
Ci Investments Inc.7$1.00K0.00%––
JJJ Advisors Inc.9$1.00K0.00%––
Versant Capital Management, Inc9$1.00K0.00%––
Liberty Wealth Management LLC4$1.00K0.00%––
CVA Family Office, LLC5$1.00K0.00%––
Atlas Private Wealth Advisors7$1.00K0.00%––
Ameritas Investment Company, LLC9$1.34K0.00%––
Bartlett & Co. Wealth Management LLC11$1.64K0.00%––
Bartlett & Co. LLC11$2.00K0.00%––
First Horizon Advisors, Inc.11$2.00K0.00%––
Glassman Wealth Services11$2.00K0.00%––
Rockefeller Capital Management L.P.15$2.00K0.00%––
International Assets Investment Management, LLC23$2.00K0.00%––
Anchor Investment Management, LLC16$2.38K0.00%––
Huntington National Bank20$3.00K0.00%––
Creative Financial Designs Inc20$3.00K0.00%––
Enterprise Financial Services Corp22$3.00K0.00%––
Earnest Partners LLC19$3.00K0.00%––
Valeo Financial Advisors, LLC23$3.00K0.00%––
Concord Wealth Partners18$3.00K0.00%––
Massmutual Trust Co FSB27$4.00K0.00%––
Old North State Trust, LLC30$4.00K0.00%––
TD Private Client Wealth LLC32$4.77K0.00%––
Ellevest, Inc.36$5.00K0.00%––
Assetmark, Inc39$6.00K0.00%––
Capital Advisory Group Advisory Services, LLC50$7.00K0.00%––
FourThought Financial, LLC50$7.00K0.00%––
Financial Management Professionals, Inc.57$8.00K0.00%––
Fifth Third Bancorp60$9.00K0.00%––
Gables Capital Management Inc.62$9.00K0.00%––
First Manhattan Co80$11.0K0.00%––
Plante Moran Financial Advisors, LLC73$11.0K0.00%––
Gemmer Asset Management LLC89$13.0K0.00%––
Lindbrook Capital, LLC85$13.0K0.00%––
Parallel Advisors, LLC92$14.0K0.00%––
Caldwell Trust Co100$14.9K0.00%––
Arcadia Investment Management Corp100$15.0K0.00%––
Steward Partners Investment Advisory, LLC101$15.1K0.00%––
Berman Capital Advisors, LLC111$16.0K0.00%––
Crewe Advisors LLC106$16.0K0.00%––
Northwestern Mutual Wealth Management Co147$22.0K0.00%––
Investors Research Corp150$22.0K0.01%––
First Mercantile Trust Co169$25.0K0.00%––
Legacy Bridge, LLC175$26.0K0.02%––
CWM, LLC183$28.0K0.00%––
SkyView Investment Advisors, LLC200$30.0K0.01%––
Whittier Trust Co221$33.0K0.00%––
TCI Wealth Advisors, Inc.220$33.0K0.01%––
Quadrant Capital Group LLC231$34.0K0.01%––
IFP Advisors, Inc260$38.0K0.00%––
Harvest Fund Management Co., Ltd308$45.0K0.00%––
Signaturefd, LLC329$49.0K0.00%––
Truvestments Capital LLC330$49.0K0.03%––
Sowell Financial Services LLC304$53.0K0.00%––
CX Institutional401$60.0K0.01%––
Walleye Trading LLC562$84.0K0.00%––
Captrust Financial Advisors718$107.0K0.00%––
Column Capital Advisors, LLC727$108.0K0.02%––
Sutton Wealth Advisors Inc.898$133.8K0.05%––
Acadian Asset Management LLC956$142.0K0.00%––
Smithfield Trust Co983$147.0K0.01%––
Quantbot Technologies LP1,021$152.0K0.01%––
Shell Asset Management Co1,180$176.0K0.00%––
DuPont Capital Management Corp1,259$188.0K0.00%––
Polar Asset Management Partners Inc.1,348$201.0K0.00%––
United Capital Financial Advisers, LLC1,359$203.0K0.00%––
Raymond James Financial Services Advisors, Inc.1,370$204.0K0.00%––
Kore Private Wealth LLC1,412$210.0K0.03%––
Tolleson Wealth Management, Inc.1,465$218.0K0.07%––
Guinness Asset Management LTD1,490$222.0K0.01%––
HighTower Advisors, LLC1,530$227.0K0.00%––
Creative Planning1,523$227.0K0.00%––
IBM Retirement Fund1,534$229.0K0.02%––
Coldstream Capital Management Inc1,535$229.0K0.01%––
Cigna Investments Inc1,547$231.0K0.02%––
Virtu Financial LLC1,565$233.0K0.02%––
M&T Bank Corp1,568$234.0K0.00%––
Wade G W & Inc1,568$234.0K0.01%––
CIBC Private Wealth Group, LLC1,588$237.0K0.00%––
Integrated Investment Consultants, LLC1,650$246.0K0.08%––
CIBC Asset Management Inc1,661$248.0K0.00%––
MAI Capital Management1,683$251.0K0.01%––
CIBC World Markets Inc.1,740$259.0K0.00%––
Toroso Investments, LLC1,749$261.0K0.01%––
LS Investment Advisors, LLC1,755$262.0K0.01%––
Meeder Asset Management Inc1,827$272.0K0.01%––
Wealthcare Advisory Partners LLC1,826$272.0K0.02%––
KB Financial Partners, LLC1,824$272.0K0.12%––
Vestmark Advisory Solutions, Inc.1,845$275.0K0.02%––
Wedge Capital Management L L P1,879$280.0K0.00%––
JBF Capital, Inc.1,900$283.0K0.07%––
Cadent Capital Advisors, LLC2,016$300.0K0.13%––
Advisory Services Network, LLC2,021$301.0K0.01%––
ExodusPoint Capital Management, LP2,084$311.0K0.01%––
Nicolet Bankshares Inc2,218$331.0K0.09%––
XTX Topco Ltd2,220$331.0K0.16%––
Echo Street Capital Management LLC2,244$334.0K0.00%––