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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 6 | $925 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | −52−91.2% | Reduced |
| JJJ Advisors Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $2.00K | 0.00% | +4+57.1% | Added |
| Lake Point Wealth Management | 13 | $2.00K | 0.00% | +13 | New |
| Anchor Investment Management, LLC | 16 | $2.47K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $3.00K | 0.00% | −88−83.0% | Reduced |
| Creative Financial Designs Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 32 | $4.93K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 31 | $5.00K | 0.00% | +31 | New |
| FourThought Financial, LLC | 42 | $6.00K | 0.00% | −8−16.0% | Reduced |
| Ellevest, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 47 | $7.00K | 0.00% | +27+135.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 61 | $9.00K | 0.00% | −960−94.0% | Reduced |
| Gables Capital Management Inc. | 62 | $10.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 75 | $12.0K | 0.00% | −25−25.0% | Reduced |
| First Manhattan Co | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 85 | $13.0K | 0.00% | +25+41.7% | Added |
| Parallel Advisors, LLC | 92 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 89 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $15.0K | 0.01% | −75−42.9% | Reduced |
| Proequities, Inc. | 97 | $15.0K | 0.00% | +97 | New |
| Caldwell Trust Co | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 116 | $17.0K | 0.00% | +101+673.3% | Added |
| Berman Capital Advisors, LLC | 120 | $18.0K | 0.00% | +9+8.1% | Added |
| Penserra Capital Management LLC | 129 | $19.0K | 0.00% | +129 | New |
| First Mercantile Trust Co | 148 | $23.0K | 0.00% | −21−12.4% | Reduced |
| Investors Research Corp | 150 | $23.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 153 | $24.0K | 0.00% | +6+4.1% | Added |
| CWM, LLC | 183 | $28.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 221 | $34.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 220 | $34.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 232 | $36.0K | 0.01% | +1+0.4% | Added |
| IFP Advisors, Inc | 265 | $42.0K | 0.00% | +5+1.9% | Added |
| FORA Capital, LLC | 295 | $45.0K | 0.01% | +295 | New |
| Baystate Wealth Management LLC | 312 | $48.0K | 0.00% | +312 | New |
| Truvestments Capital LLC | 330 | $51.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 340 | $52.0K | 0.00% | +11+3.3% | Added |
| CX Institutional | 401 | $62.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 510 | $79.0K | 0.05% | +510 | New |
| Column Capital Advisors, LLC | 678 | $105.0K | 0.02% | −49−6.7% | Reduced |
| Harvest Fund Management Co., Ltd | 696 | $108.0K | 0.01% | +388+126.0% | Added |
| Captrust Financial Advisors | 718 | $111.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 883 | $136.0K | 0.01% | −100−10.2% | Reduced |
| Sutton Wealth Advisors Inc. | 898 | $138.5K | 0.05% | 00.0% | Unchanged |
| Twin Tree Management, LP | 926 | $143.0K | 0.00% | +926 | New |
| Franklin Resources Inc | 1,310 | $202.0K | 0.00% | +1,310 | New |
| Wedge Capital Management L L P | 1,314 | $203.0K | 0.00% | −565−30.1% | Reduced |
| Cigna Investments Inc | 1,322 | $204.0K | 0.01% | −225−14.5% | Reduced |
| Greenleaf Trust | 1,321 | $204.0K | 0.00% | +1,321 | New |
| Quantedge Capital Pte Ltd | 1,400 | $216.0K | 0.10% | +1,400 | New |
| Kore Private Wealth LLC | 1,412 | $218.0K | 0.02% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 1,465 | $226.0K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,502 | $232.0K | 0.00% | +132+9.6% | Added |
| Coldstream Capital Management Inc | 1,535 | $237.0K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 1,559 | $240.0K | 0.01% | −9−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,570 | $242.0K | 0.02% | +1,570 | New |
| CIBC Private Wealth Group, LLC | 1,588 | $245.0K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 1,627 | $251.0K | 0.07% | +1,627 | New |
| CIBC Asset Management Inc | 1,661 | $256.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,700 | $262.0K | 0.00% | +1,700 | New |
| Wealthcare Advisory Partners LLC | 1,801 | $278.0K | 0.02% | −25−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,806 | $279.0K | 0.00% | +1,806 | New |
| Illinois Municipal Retirement Fund | 1,874 | $289.0K | 0.01% | +1,874 | New |
| JBF Capital, Inc. | 1,900 | $293.0K | 0.07% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,928 | $297.0K | 0.00% | +1,928 | New |
| Y-Intercept (Hong Kong) Ltd | 1,939 | $299.0K | 0.08% | +1,939 | New |
| Diversified Trust Co | 1,945 | $300.0K | 0.01% | +1,945 | New |
| Advisory Services Network, LLC | 2,021 | $311.0K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,016 | $311.0K | 0.13% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,077 | $320.0K | 0.00% | +718+52.8% | Added |
| Sciencast Management LP | 1,910 | $335.0K | 0.07% | +1,910 | New |
| Guinness Asset Management LTD | 2,190 | $338.0K | 0.02% | +700+47.0% | Added |
| Nicolet Bankshares Inc | 2,197 | $339.0K | 0.09% | −21−0.9% | Reduced |
| Verition Fund Management LLC | 2,199 | $339.0K | 0.00% | +2,199 | New |
| USA Financial Portformulas Corp | 2,245 | $346.0K | 0.29% | +2,245 | New |
| Integrated Investment Consultants, LLC | 2,275 | $351.0K | 0.10% | +625+37.9% | Added |
| World Asset Management Inc | 2,280 | $352.0K | 0.03% | −282−11.0% | Reduced |
| LMR Partners LLP | 2,281 | $352.0K | 0.01% | +2,281 | New |
| Bayesian Capital Management, LP | 2,341 | $361.0K | 0.09% | +2,341 | New |
| Shelton Capital Management | 2,363 | $364.0K | 0.01% | −151−6.0% | Reduced |