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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
Henshaw Capital LLC15,136$2.26M0.15%––
Winton Group Ltd15,291$2.28M0.13%––
Pinebridge Investments, L.P.15,673$2.34M0.03%––
State of Michigan Retirement System15,766$2.35M0.01%––
Vident Investment Advisory, LLC16,014$2.39M0.08%––
Poehling Capital Management, LLC16,438$2.45M0.86%––
Treasurer of the State of North Carolina16,514$2.46M0.02%––
Royal Bank of Canada16,768$2.50M0.00%––
Great West Life Assurance Co17,425$2.59M0.01%––
BNP Paribas Arbitrage, SA17,439$2.60M0.01%––
Price T Rowe Associates Inc18,499$2.76M0.00%––
Verdence Capital Advisors LLC19,079$2.84M0.48%––
Blair William & Co19,155$2.85M0.01%––
Squarepoint Ops LLC21,419$3.19M0.03%––
First Republic Investment Management, Inc.21,440$3.19M0.01%––
Ilmarinen Mutual Pension Insurance Co21,705$3.23M0.04%––
MetLife Investment Management22,016$3.28M0.03%––
SG Americas Securities, LLC22,133$3.30M0.02%––
Rafferty Asset Management, LLC22,691$3.38M0.02%––
Marshall Wace, LLP24,237$3.61M0.02%––
Public Employees Retirement System of Ohio25,366$3.78M0.02%––
Comerica Bank24,238$3.83M0.02%––
Stifel Financial Corp26,323$3.92M0.01%––
Millennium Management LLC26,938$4.01M0.01%––
State of New Jersey Common Pension Fund D27,742$4.13M0.01%––
Russell Investments Group, Ltd.29,720$4.43M0.01%––
Formula Growth Ltd31,000$4.62M0.67%––
Envestnet Asset Management Inc31,168$4.64M0.00%––
Texas Permanent School Fund31,843$4.75M0.06%––
Connor, Clark & Lunn Investment Management Ltd.32,706$4.87M0.03%––
Alaska Permanent Fund Corp34,200$5.10M0.09%––
Barclays PLC34,753$5.18M0.00%––
APG Asset Management N.V.40,935$5.19M0.01%––
Calamos Advisors LLC35,430$5.28M0.03%––
Mutual of America Capital Management LLC38,553$5.75M0.06%––
D. E. Shaw & Co., Inc.40,243$6.00M0.01%––
UBS Group AG40,827$6.08M0.00%––
Westpac Banking Corp40,850$6.09M0.07%––
Nordea Investment Management AB40,997$6.13M0.01%––
Storebrand Asset Management AS44,427$6.62M0.04%––
LSV Asset Management44,821$6.68M0.01%––
Allianz Asset Management GmbH45,558$6.79M0.01%––
Hi-Line Capital Management, LLC46,448$6.92M2.77%––
Ensign Peak Advisors, Inc46,875$6.99M0.02%––
Manufacturers Life Insurance Company, The47,812$7.13M0.01%––
Man Group plc48,168$7.18M0.03%––
First Trust Advisors LP48,195$7.18M0.01%––
New York State Teachers Retirement System50,263$7.49M0.02%––
Bank of Nova Scotia51,000$7.60M0.01%––
Citigroup Inc51,283$7.64M0.01%––
Los Angeles Capital Management LLC54,677$8.15M0.04%––
Retirement Systems of Alabama55,632$8.29M0.03%––
Susquehanna Fundamental Investments, LLC56,184$8.37M0.14%––
New York State Common Retirement Fund56,668$8.45M0.01%––
Credit Suisse AG56,817$8.47M0.01%––
State Board of Administration of Florida Retirement System57,188$8.52M0.02%––
Morgan Stanley58,547$8.73M0.00%––
Prudential Financial Inc60,760$9.05M0.01%––
State of Tennessee, Treasury Department67,676$10.1M0.04%––
Alliancebernstein L.P.68,756$10.2M0.00%––
Truist Financial Corp71,943$10.7M0.02%––
UBS Asset Management Americas Inc73,043$10.9M0.00%––
Mackenzie Financial Corp74,500$11.1M0.02%––
Eaton Vance Management75,548$11.3M0.02%––
Ameriprise Financial Inc77,177$11.5M0.00%––
American International Group, Inc.77,271$11.5M0.05%––
California State Teachers Retirement System78,699$11.7M0.02%––
River & Mercantile Asset Management LLP86,534$12.9M0.77%––
North Star Asset Management Inc90,349$13.5M0.81%––
Channing Capital Management, LLC91,619$13.7M0.47%––
American Century Companies Inc93,796$14.0M0.01%––
Swiss National Bank103,700$15.5M0.01%––
Fred Alger Management, LLC103,729$15.5M0.04%––
Foundry Partners, LLC104,668$15.6M0.51%––
California Public Employees Retirement System112,423$16.8M0.01%––
O'Shaughnessy Asset Management, LLC118,179$17.6M0.39%––
Macquarie Group Ltd118,158$17.6M0.02%––
Deutsche Bank AG118,511$17.7M0.01%––
Brandywine Global Investment Management, LLC123,461$18.4M0.14%––
Legal & General Group Plc125,306$18.7M0.01%––
Rhumbline Advisers127,295$19.0M0.03%––
Nuveen Asset Management, LLC144,584$21.5M0.01%––
Schroder Investment Management Group158,281$23.6M0.03%––
Contrarius Investment Management Ltd160,351$23.9M1.35%––
Wells Fargo & Company166,150$24.8M0.01%––
Bank of America Corp169,950$25.3M0.00%––
Polar Capital Holdings Plc175,483$26.2M0.16%––
Oppenheimer Asset Management Inc.182,058$27.1M0.42%––
Wallace Capital Management Inc.173,777$27.4M3.59%––
Invesco Ltd.195,630$29.2M0.01%––
Parametric Portfolio Associates LLC208,547$31.1M0.02%––
Principal Financial Group Inc220,459$32.9M0.02%––
Raymond James & Associates228,948$34.1M0.03%––
JPMorgan Chase & Co242,057$36.1M0.01%––
Bruni J V & Co321,862$48.0M6.10%––
Goldman Sachs Group Inc327,130$48.8M0.01%––
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)335,073$49.9M0.49%––
Charles Schwab Investment Management Inc347,305$51.8M0.02%––
Victory Capital Management Inc362,263$54.0M0.06%––
Arrowstreet Capital, Limited Partnership376,676$56.1M0.08%––