Skip to main content

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
Silvercrest Asset Management Group LLC2,400$358.0K0.00%––
People's United Financial, Inc.2,435$363.0K0.01%––
Harbor Advisors LLC2,500$373.0K0.08%––
Procyon Private Wealth Partners, LLC2,501$373.0K0.17%––
Shelton Capital Management2,514$375.0K0.01%––
Cetera Investment Advisers2,530$377.0K0.01%––
Relative Value Partners Group, LLC2,540$379.0K0.03%––
Voloridge Investment Management, LLC2,648$395.0K0.00%––
Profund Advisors LLC2,662$397.0K0.02%––
IndexIQ Advisors LLC2,694$401.0K0.01%––
Tower Research Capital LLC (TRC)2,704$403.0K0.01%––
World Asset Management Inc2,562$413.0K0.04%––
Nomura Holdings Inc2,785$415.0K0.00%––
AMP Capital Investors Ltd2,839$423.0K0.00%––
Ironwood Investment Counsel, LLC2,910$433.0K0.12%––
Boston Private Wealth LLC2,934$437.0K0.01%––
Wellington Management Group LLP2,971$443.0K0.00%––
HSBC Holdings PLC2,985$445.0K0.00%––
Meristem Family Wealth, LLC3,000$447.0K0.09%––
QS Investors, LLC3,050$455.0K0.01%––
Centiva Capital, LP3,196$476.0K0.07%––
Pictet Asset Management Ltd3,300$492.0K0.00%––
Citadel Advisors LLC3,369$502.0K0.00%––
LPL Financial LLC3,459$515.0K0.00%––
Crossmark Global Holdings, Inc.3,532$526.0K0.01%––
Maryland State Retirement & Pension System3,596$536.0K0.02%––
Wolverine Asset Management LLC3,650$543.0K0.01%––
Harvest Investment Services, LLC3,648$543.0K0.24%––
Quadrature Capital Ltd3,800$566.0K0.03%––
Welch & Forbes LLC3,900$581.0K0.01%––
Securian Asset Management, Inc4,022$599.0K0.01%––
Engineers Gate Manager LP4,110$613.0K0.03%––
Brown Brothers Harriman & Co4,300$641.0K0.00%––
Impax Asset Management Group plc4,313$643.0K0.00%––
Martingale Asset Management L P4,350$649.0K0.01%––
Panagora Asset Management Inc4,392$655.0K0.00%––
Xponance, Inc.4,479$668.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,530$675.0K0.00%––
Gotham Asset Management, LLC4,545$677.0K0.03%––
Pacer Advisors, Inc.4,548$678.0K0.01%––
CIBC World Markets Corp4,577$682.0K0.00%––
Lazard Asset Management LLC4,723$703.0K0.00%––
Marshall Wace North America L.P.4,744$706.0K0.00%––
Rothschild Investment Corp4,874$726.0K0.06%––
US Bancorp4,964$739.0K0.00%––
FIL Ltd5,016$748.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp7,459$759.0K0.00%––
Teacher Retirement System of Texas5,287$788.0K0.00%––
Neuberger Berman Group LLC5,315$792.0K0.00%––
CWM Advisors, LLC5,361$799.0K0.12%––
Athanor Capital, LP5,542$826.0K0.03%––
Snow Capital Management LP5,572$830.0K0.12%––
Amalgamated Bank5,597$834.0K0.03%––
Maverick Capital LtdSuperinvestorMaverick Capital5,602$835.0K0.01%––
Simplex Trading, LLC5,614$836.0K0.05%––
State of Wisconsin Investment Board5,710$851.0K0.00%––
Voya Investment Management LLC6,396$953.0K0.00%––
Raymond James Trust N.A.6,502$969.0K0.03%––
Public Employees Retirement Association of Colorado6,534$974.0K0.00%––
Fisher Asset Management, LLC6,789$1.01M0.00%––
ProShare Advisors LLC6,809$1.01M0.00%––
Cubist Systematic Strategies, LLC6,866$1.02M0.01%––
Cubic Asset Management, LLC6,911$1.03M0.27%––
RMB Capital Management, LLC7,000$1.04M0.04%––
Susquehanna International Group, LLP7,096$1.06M0.00%––
Northwestern Mutual Investment Management Company, LLC7,110$1.06M0.02%––
Teachers Retirement System of the State of Kentucky7,200$1.07M0.01%––
Metropolitan Life Insurance Co8,109$1.21M0.02%––
New Mexico Educational Retirement Board8,200$1.22M0.05%––
Cascadia Advisory Services, LLC8,276$1.23M0.27%––
Handelsbanken Fonder AB8,500$1.27M0.01%––
Utah Retirement Systems8,580$1.28M0.02%––
Federated Hermes, Inc.8,618$1.28M0.00%––
Advisor Group Holdings, Inc.8,637$1.29M0.00%––
Bank of Montreal8,370$1.29M0.00%––
Commerce Bank8,739$1.30M0.01%––
Regions Financial Corp9,256$1.38M0.01%––
Atria Investments LLC9,362$1.40M0.03%––
NN Investment Partners Holdings N.V.9,599$1.43M0.01%––
Kestra Advisory Services, LLC9,780$1.46M0.02%––
The PNC Financial Services Group, Inc.10,725$1.60M0.00%––
Louisiana State Employees Retirement System11,100$1.65M0.04%––
Thrivent Financial for Lutherans11,331$1.69M0.00%––
STRS Ohio11,515$1.72M0.01%––
Natixis Advisors, L.P.11,515$1.72M0.01%––
State of Alaska, Department of Revenue11,607$1.73M0.02%––
Aigen Investment Management, LP11,677$1.74M0.23%––
Ameritas Investment Partners, Inc.11,686$1.74M0.07%––
Two Sigma Advisers, LP11,700$1.74M0.00%––
South Dakota Investment Council11,956$1.78M0.03%––
Nisa Investment Advisors, LLC12,285$1.83M0.01%––
Renaissance Technologies LLC13,114$1.95M0.00%––
Arizona State Retirement System13,205$1.97M0.02%––
Hancock Whitney Corp13,307$1.98M0.07%––
Sepio Capital, LP13,436$2.00M0.19%––
HRT Financial LP13,845$2.06M0.02%––
Bridgewater Associates, LP14,135$2.11M0.02%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,219$2.12M0.03%––
Long Road Investment Counsel, LLC15,045$2.24M1.01%––
Oregon Public Employees Retirement Fund15,076$2.25M0.03%––