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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 4,260 | $657.0K | 0.00% | +4,260 | New |
| Panagora Asset Management Inc | 4,253 | $656.0K | 0.00% | −139−3.2% | Reduced |
| Blueshift Asset Management, LLC | 4,211 | $649.0K | 0.04% | +4,211 | New |
| Cornercap Investment Counsel Inc | 4,085 | $630.0K | 0.07% | +4,085 | New |
| ETF Managers Group, LLC | 4,032 | $622.0K | 0.01% | +4,032 | New |
| Colony Group LLC | 3,939 | $607.0K | 0.01% | +3,939 | New |
| Welch & Forbes LLC | 3,900 | $602.0K | 0.01% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 3,900 | $601.0K | 0.02% | +3,900 | New |
| Guggenheim Capital LLC | 3,831 | $591.0K | 0.00% | +3,831 | New |
| Securian Asset Management, Inc | 3,827 | $590.0K | 0.01% | −195−4.8% | Reduced |
| Boston Private Wealth LLC | 3,775 | $582.0K | 0.01% | +841+28.7% | Added |
| Meeder Asset Management Inc | 3,773 | $582.0K | 0.03% | +1,946+106.5% | Added |
| Brown Brothers Harriman & Co | 3,624 | $559.0K | 0.00% | −676−15.7% | Reduced |
| DuPont Capital Management Corp | 3,623 | $559.0K | 0.01% | +2,364+187.8% | Added |
| LPL Financial LLC | 3,452 | $532.0K | 0.00% | −7−0.2% | Reduced |
| Duality Advisers, LP | 3,431 | $529.0K | 0.05% | +3,431 | New |
| FIL Ltd | 3,409 | $526.0K | 0.00% | −1,607−32.0% | Reduced |
| CIBC World Markets Inc. | 3,398 | $524.0K | 0.00% | +1,658+95.3% | Added |
| Crossmark Global Holdings, Inc. | 3,352 | $517.0K | 0.01% | −180−5.1% | Reduced |
| Echo Street Capital Management LLC | 3,306 | $510.0K | 0.00% | +1,062+47.3% | Added |
| Quadrature Capital Ltd | 3,126 | $482.0K | 0.02% | −674−17.7% | Reduced |
| Fox Run Management, L.L.C. | 3,087 | $476.0K | 0.43% | +3,087 | New |
| Maryland State Retirement & Pension System | 2,823 | $471.0K | 0.02% | −773−21.5% | Reduced |
| QS Investors, LLC | 3,050 | $471.0K | 0.01% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 3,000 | $463.0K | 0.07% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,910 | $448.0K | 0.12% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 2,900 | $447.0K | 0.00% | −400−12.1% | Reduced |
| Walleye Trading LLC | 2,737 | $422.0K | 0.01% | +2,175+387.0% | Added |
| Neuberger Berman Group LLC | 2,784 | $421.0K | 0.00% | −2,531−47.6% | Reduced |
| IndexIQ Advisors LLC | 2,715 | $419.0K | 0.01% | +21+0.8% | Added |
| People's United Financial, Inc. | 2,659 | $410.0K | 0.01% | +224+9.2% | Added |
| Profund Advisors LLC | 2,647 | $409.0K | 0.01% | −15−0.6% | Reduced |
| Shell Asset Management Co | 2,551 | $393.0K | 0.01% | +1,371+116.2% | Added |
| Relative Value Partners Group, LLC | 2,540 | $392.0K | 0.03% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 2,538 | $391.0K | 0.00% | −301−10.6% | Reduced |
| Harbor Advisors LLC | 2,500 | $386.0K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,501 | $386.0K | 0.11% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,462 | $380.0K | 0.14% | +638+35.0% | Added |
| Silvercrest Asset Management Group LLC | 2,400 | $370.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,401 | $370.0K | 0.12% | +181+8.2% | Added |
| Shelton Capital Management | 2,363 | $364.0K | 0.01% | −151−6.0% | Reduced |
| Bayesian Capital Management, LP | 2,341 | $361.0K | 0.09% | +2,341 | New |
| 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 |
| Integrated Investment Consultants, LLC | 2,275 | $351.0K | 0.10% | +625+37.9% | Added |
| USA Financial Portformulas Corp | 2,245 | $346.0K | 0.29% | +2,245 | New |
| 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 |
| Guinness Asset Management LTD | 2,190 | $338.0K | 0.02% | +700+47.0% | Added |
| Sciencast Management LP | 1,910 | $335.0K | 0.07% | +1,910 | New |
| United Capital Financial Advisers, LLC | 2,077 | $320.0K | 0.00% | +718+52.8% | Added |
| 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 |
| Diversified Trust Co | 1,945 | $300.0K | 0.01% | +1,945 | New |
| Y-Intercept (Hong Kong) Ltd | 1,939 | $299.0K | 0.08% | +1,939 | New |
| Magnetar Financial LLC | 1,928 | $297.0K | 0.00% | +1,928 | New |
| JBF Capital, Inc. | 1,900 | $293.0K | 0.07% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 1,874 | $289.0K | 0.01% | +1,874 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,806 | $279.0K | 0.00% | +1,806 | New |
| Wealthcare Advisory Partners LLC | 1,801 | $278.0K | 0.02% | −25−1.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,700 | $262.0K | 0.00% | +1,700 | New |
| CIBC Asset Management Inc | 1,661 | $256.0K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 1,627 | $251.0K | 0.07% | +1,627 | New |
| CIBC Private Wealth Group, LLC | 1,588 | $245.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,570 | $242.0K | 0.02% | +1,570 | New |
| Wade G W & Inc | 1,559 | $240.0K | 0.01% | −9−0.6% | Reduced |
| Coldstream Capital Management Inc | 1,535 | $237.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,502 | $232.0K | 0.00% | +132+9.6% | Added |
| Tolleson Wealth Management, Inc. | 1,465 | $226.0K | 0.06% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 1,412 | $218.0K | 0.02% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 1,400 | $216.0K | 0.10% | +1,400 | New |
| Cigna Investments Inc | 1,322 | $204.0K | 0.01% | −225−14.5% | Reduced |
| Greenleaf Trust | 1,321 | $204.0K | 0.00% | +1,321 | New |
| Wedge Capital Management L L P | 1,314 | $203.0K | 0.00% | −565−30.1% | Reduced |
| Franklin Resources Inc | 1,310 | $202.0K | 0.00% | +1,310 | New |
| Twin Tree Management, LP | 926 | $143.0K | 0.00% | +926 | New |
| Sutton Wealth Advisors Inc. | 898 | $138.5K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 883 | $136.0K | 0.01% | −100−10.2% | Reduced |
| Captrust Financial Advisors | 718 | $111.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 696 | $108.0K | 0.01% | +388+126.0% | Added |
| Column Capital Advisors, LLC | 678 | $105.0K | 0.02% | −49−6.7% | Reduced |
| State of Wyoming | 510 | $79.0K | 0.05% | +510 | New |
| CX Institutional | 401 | $62.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 340 | $52.0K | 0.00% | +11+3.3% | Added |
| Truvestments Capital LLC | 330 | $51.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 312 | $48.0K | 0.00% | +312 | New |
| FORA Capital, LLC | 295 | $45.0K | 0.01% | +295 | New |
| IFP Advisors, Inc | 265 | $42.0K | 0.00% | +5+1.9% | Added |
| Quadrant Capital Group LLC | 232 | $36.0K | 0.01% | +1+0.4% | Added |
| Whittier Trust Co | 221 | $34.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 220 | $34.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 183 | $28.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 153 | $24.0K | 0.00% | +6+4.1% | Added |
| First Mercantile Trust Co | 148 | $23.0K | 0.00% | −21−12.4% | Reduced |
| Investors Research Corp | 150 | $23.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 129 | $19.0K | 0.00% | +129 | New |
| Berman Capital Advisors, LLC | 120 | $18.0K | 0.00% | +9+8.1% | Added |
| Rockefeller Capital Management L.P. | 116 | $17.0K | 0.00% | +101+673.3% | Added |
| Steward Partners Investment Advisory, LLC | 101 | $16.0K | 0.00% | 00.0% | Unchanged |