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.
13F holders, Q2 2021
Institutional positions in Affiliated Managers Group, Inc. as of Jun 30, 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
- 340
- +20 vs. Q1 2021
- Shares held
- 41.1M
- −1.05M (−2.5%) vs. Q1 2021
- Total value
- $6.34B
- +$55.6M (+0.9%) vs. Q1 2021
- New holders
- 55
- 87 more added
- Sold out
- 35
- 132 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 567 | $8.53B |
| Q1 2026 | 548 | $6.88B |
| Q4 2025 | 511 | $7.47B |
| Q3 2025 | 451 | $6.32B |
| Q2 2025 | 432 | $5.28B |
| Q1 2025 | 396 | $4.65B |
| Q4 2024 | 408 | $5.21B |
| Q3 2024 | 422 | $5.04B |
| Q2 2024 | 407 | $4.57B |
| Q1 2024 | 403 | $5.10B |
| Q4 2023 | 386 | $4.77B |
| Q3 2023 | 360 | $4.16B |
| Q2 2023 | 381 | $4.94B |
| Q1 2023 | 388 | $4.92B |
| Q4 2022 | 367 | $5.50B |
| Q3 2022 | 329 | $4.06B |
| Q2 2022 | 311 | $4.33B |
| Q1 2022 | 335 | $5.32B |
| Q4 2021 | 365 | $6.45B |
| Q3 2021 | 335 | $6.04B |
| Q2 2021 | 340 | $6.34B |
| Q1 2021 | 320 | $6.28B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EdgePoint Investment Group Inc. | 7,055,339 | $1.09B | 8.28% | −283,026−3.9% | Reduced |
| Vanguard Group Inc | 3,682,321 | $567.9M | 0.01% | −29,845−0.8% | Reduced |
| BlackRock Inc. | 3,523,692 | $543.4M | 0.02% | −317,072−8.3% | Reduced |
| Atlanta Capital Management Co L L C | 2,308,482 | $356.0M | 1.23% | −251,601−9.8% | Reduced |
| Clarkston Capital Partners, LLC | 1,930,392 | $297.7M | 5.30% | −54,675−2.8% | Reduced |
| Kiltearn Partners LLP | 1,515,930 | $233.8M | 9.37% | −155,700−9.3% | Reduced |
| Spyglass Capital Management LLC | 1,512,655 | $233.3M | 5.19% | +46,515+3.2% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 1,511,033 | $233.0M | 4.68% | +240,196+18.9% | Added |
| FMR LLC | 1,495,978 | $230.7M | 0.02% | +40,032+2.7% | Added |
| State Street Corp | 1,389,263 | $214.2M | 0.01% | +33,255+2.5% | Added |
| Lyrical Asset Management LP | 1,009,680 | $155.7M | 1.89% | −95,935−8.7% | Reduced |
| Ariel Investments, LLC | 827,479 | $127.6M | 1.20% | +1,876+0.2% | Added |
| JPMorgan Chase & Co | 758,808 | $117.0M | 0.02% | +516,751+213.5% | Added |
| Dimensional Fund Advisors LP | 742,642 | $114.5M | 0.04% | −22,770−3.0% | Reduced |
| Geode Capital Management, LLC | 573,463 | $88.4M | 0.01% | −7,943−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 496,410 | $76.6M | 0.09% | +119,734+31.8% | Added |
| Bank of New York Mellon Corp | 439,512 | $67.8M | 0.01% | −8,557−1.9% | Reduced |
| Jupiter Asset Management Ltd | 413,909 | $63.8M | 0.66% | −56,907−12.1% | Reduced |
| Northern Trust Corp | 384,661 | $59.3M | 0.01% | −7,430−1.9% | Reduced |
| Norges Bank | 372,355 | $57.4M | 0.01% | −29,182−7.3% | Reduced |
| Victory Capital Management Inc | 364,341 | $56.2M | 0.05% | +2,078+0.6% | Added |
| Charles Schwab Investment Management Inc | 344,529 | $53.1M | 0.02% | −2,776−0.8% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 335,073 | $51.7M | 0.53% | 00.0% | Unchanged |
| LGT Capital Partners Ltd. | 330,876 | $51.0M | 1.44% | −196,120−37.2% | Reduced |
| Bruni J V & Co | 312,203 | $48.1M | 6.10% | −9,659−3.0% | Reduced |
| Goldman Sachs Group Inc | 306,488 | $47.3M | 0.01% | −20,642−6.3% | Reduced |
| Raymond James & Associates | 219,923 | $33.9M | 0.03% | −9,025−3.9% | Reduced |
| Invesco Ltd. | 215,186 | $33.2M | 0.01% | +19,556+10.0% | Added |
| Parametric Portfolio Associates LLC | 211,051 | $32.5M | 0.02% | +2,504+1.2% | Added |
| Bank of America Corp | 168,520 | $26.0M | 0.00% | −1,430−0.8% | Reduced |
| Deutsche Bank AG | 156,010 | $24.1M | 0.01% | +37,499+31.6% | Added |
| Schroder Investment Management Group | 150,061 | $23.1M | 0.03% | −8,220−5.2% | Reduced |
| Millennium Management LLC | 147,116 | $22.7M | 0.03% | +120,178+446.1% | Added |
| Polar Capital Holdings Plc | 145,819 | $22.5M | 0.12% | −29,664−16.9% | Reduced |
| Principal Financial Group Inc | 144,829 | $22.3M | 0.01% | −75,630−34.3% | Reduced |
| Wallace Capital Management Inc. | 138,767 | $21.4M | 2.81% | −35,010−20.1% | Reduced |
| Nuveen Asset Management, LLC | 135,036 | $20.8M | 0.01% | −9,548−6.6% | Reduced |
| Wells Fargo & Company | 133,448 | $20.6M | 0.00% | −32,702−19.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 121,161 | $18.7M | 0.37% | +2,982+2.5% | Added |
| Rhumbline Advisers | 118,186 | $18.2M | 0.02% | −9,109−7.2% | Reduced |
| Macquarie Group Ltd | 115,084 | $17.7M | 0.01% | −3,074−2.6% | Reduced |
| Hallmark Capital Management Inc | 109,182 | $16.8M | 1.42% | +109,182 | New |
| Legal & General Group Plc | 105,732 | $16.3M | 0.01% | −19,574−15.6% | Reduced |
| Fred Alger Management, LLC | 102,514 | $15.8M | 0.04% | −1,215−1.2% | Reduced |
| California Public Employees Retirement System | 101,945 | $15.7M | 0.01% | −10,478−9.3% | Reduced |
| Foundry Partners, LLC | 101,364 | $15.6M | 0.54% | −3,304−3.2% | Reduced |
| D. E. Shaw & Co., Inc. | 101,345 | $15.6M | 0.02% | +61,102+151.8% | Added |
| Swiss National Bank | 93,900 | $14.5M | 0.01% | −9,800−9.5% | Reduced |
| American Century Companies Inc | 91,385 | $14.1M | 0.01% | −2,411−2.6% | Reduced |
| North Star Asset Management Inc | 90,787 | $14.0M | 0.78% | +438+0.5% | Added |
| Mackenzie Financial Corp | 89,475 | $13.8M | 0.02% | +14,975+20.1% | Added |
| UBS Asset Management Americas Inc | 87,830 | $13.5M | 0.01% | +14,787+20.2% | Added |
| River & Mercantile Asset Management LLP | 84,988 | $13.1M | 0.85% | −1,546−1.8% | Reduced |
| Eaton Vance Management | 84,815 | $13.1M | 0.02% | +9,267+12.3% | Added |
| Channing Capital Management, LLC | 84,230 | $13.0M | 0.43% | −7,389−8.1% | Reduced |
| American International Group, Inc. | 73,964 | $11.4M | 0.05% | −3,307−4.3% | Reduced |
| Ameriprise Financial Inc | 72,888 | $11.2M | 0.00% | −4,289−5.6% | Reduced |
| California State Teachers Retirement System | 71,010 | $10.9M | 0.01% | −7,689−9.8% | Reduced |
| Man Group plc | 69,373 | $10.7M | 0.04% | +21,205+44.0% | Added |
| Truist Financial Corp | 68,608 | $10.6M | 0.02% | −3,335−4.6% | Reduced |
| State of Tennessee, Treasury Department | 67,676 | $10.4M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 66,777 | $10.3M | 0.00% | −1,979−2.9% | Reduced |
| Prudential Financial Inc | 62,337 | $9.61M | 0.01% | +1,577+2.6% | Added |
| Susquehanna Fundamental Investments, LLC | 56,184 | $8.66M | 0.16% | 00.0% | Unchanged |
| Barclays PLC | 55,445 | $8.55M | 0.01% | +20,692+59.5% | Added |
| UBS Group AG | 55,285 | $8.53M | 0.00% | +14,458+35.4% | Added |
| State Board of Administration of Florida Retirement System | 55,257 | $8.52M | 0.02% | −1,931−3.4% | Reduced |
| Los Angeles Capital Management LLC | 54,327 | $8.38M | 0.04% | −350−0.6% | Reduced |
| Retirement Systems of Alabama | 54,243 | $8.37M | 0.03% | −1,389−2.5% | Reduced |
| Russell Investments Group, Ltd. | 54,188 | $8.35M | 0.01% | +24,468+82.3% | Added |
| New York State Teachers Retirement System | 53,358 | $8.23M | 0.02% | +3,095+6.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53,039 | $8.18M | 0.01% | +53,039 | New |
| New York State Common Retirement Fund | 52,468 | $8.09M | 0.01% | −4,200−7.4% | Reduced |
| Morgan Stanley | 51,170 | $7.89M | 0.00% | −7,377−12.6% | Reduced |
| Renaissance Technologies LLC | 49,400 | $7.62M | 0.01% | +36,286+276.7% | Added |
| First Trust Advisors LP | 46,961 | $7.24M | 0.01% | −1,234−2.6% | Reduced |
| Hi-Line Capital Management, LLC | 46,959 | $7.24M | 2.75% | +511+1.1% | Added |
| Ensign Peak Advisors, Inc | 46,945 | $7.24M | 0.01% | +70+0.1% | Added |
| Royal Bank of Canada | 45,764 | $7.06M | 0.00% | +28,996+172.9% | Added |
| Manufacturers Life Insurance Company, The | 45,601 | $7.03M | 0.01% | −2,211−4.6% | Reduced |
| Credit Suisse AG | 45,564 | $7.03M | 0.01% | −11,253−19.8% | Reduced |
| LSV Asset Management | 43,721 | $6.74M | 0.01% | −1,100−2.5% | Reduced |
| Storebrand Asset Management AS | 43,657 | $6.73M | 0.03% | −770−1.7% | Reduced |
| Citadel Advisors LLC | 42,460 | $6.55M | 0.01% | +39,091+1,160.3% | Added |
| Natixis | 40,600 | $6.26M | 0.03% | +40,600 | New |
| Westpac Banking Corp | 39,654 | $6.12M | 0.06% | −1,196−2.9% | Reduced |
| Amalgamated Bank | 38,799 | $5.98M | 0.05% | +33,202+593.2% | Added |
| Allianz Asset Management GmbH | 38,391 | $5.92M | 0.01% | −7,167−15.7% | Reduced |
| Nordea Investment Management AB | 38,222 | $5.89M | 0.01% | −2,775−6.8% | Reduced |
| Mutual of America Capital Management LLC | 37,178 | $5.73M | 0.06% | −1,375−3.6% | Reduced |
| Citigroup Inc | 36,199 | $5.58M | 0.00% | −15,084−29.4% | Reduced |
| First Republic Investment Management, Inc. | 36,054 | $5.56M | 0.01% | +14,614+68.2% | Added |
| Calamos Advisors LLC | 35,430 | $5.46M | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 34,506 | $5.32M | 0.03% | +10,269+42.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 33,253 | $5.13M | 0.03% | +547+1.7% | Added |
| Texas Permanent School Fund | 31,029 | $4.79M | 0.06% | −814−2.6% | Reduced |
| Formula Growth Ltd | 31,000 | $4.78M | 0.66% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 30,049 | $4.63M | 0.05% | +14,376+91.7% | Added |
| Stifel Financial Corp | 29,172 | $4.50M | 0.01% | +2,849+10.8% | Added |
| Oppenheimer Asset Management Inc. | 27,337 | $4.21M | 0.06% | −154,721−85.0% | Reduced |