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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 100 | $15.4K | 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 |
| Parallel Advisors, LLC | 92 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 89 | $14.0K | 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 |
| Arcadia Investment Management Corp | 75 | $12.0K | 0.00% | −25−25.0% | Reduced |
| First Manhattan Co | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 62 | $10.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 61 | $9.00K | 0.00% | −960−94.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 47 | $7.00K | 0.00% | +27+135.0% | Added |
| FourThought Financial, LLC | 42 | $6.00K | 0.00% | −8−16.0% | Reduced |
| Ellevest, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 31 | $5.00K | 0.00% | +31 | New |
| TD Private Client Wealth LLC | 32 | $4.93K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $4.00K | 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 |
| Anchor Investment Management, LLC | 16 | $2.47K | 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 |
| Bartlett & Co. Wealth Management LLC | 11 | $1.70K | 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 |
| Raffa Wealth Management, LLC | 6 | $925 | 0.00% | 00.0% | Unchanged |
| 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 |
| ACR Alpine Capital Research, LLC | 0 | $0 | 0.00% | −583,547−100.0% | Sold out |
| Contrarius Investment Management Ltd | 0 | $0 | 0.00% | −160,351−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −51,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,677−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −9,780−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −9,362−100.0% | Sold out |
| Cascadia Advisory Services, LLC | 0 | $0 | 0.00% | −8,276−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,614−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −5,542−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −4,723−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −4,577−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,785−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −2,530−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,683−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −7−100.0% | Sold out |