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, Q3 2021
Institutional positions in Affiliated Managers Group, Inc. as of Sep 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
- 335
- −1 vs. Q2 2021
- Shares held
- 40.0M
- −1.11M (−2.7%) vs. Q2 2021
- Total value
- $6.04B
- −$296.0M (−4.7%) vs. Q2 2021
- New holders
- 36
- 90 more added
- Sold out
- 37
- 141 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EdgePoint Investment Group Inc. | 6,930,793 | $1.05B | 8.10% | −124,546−1.8% | Reduced |
| Vanguard Group Inc | 3,624,070 | $547.6M | 0.01% | −58,251−1.6% | Reduced |
| BlackRock Inc. | 3,424,007 | $517.3M | 0.01% | −99,685−2.8% | Reduced |
| Atlanta Capital Management Co L L C | 2,343,710 | $354.1M | 1.27% | +35,228+1.5% | Added |
| Clarkston Capital Partners, LLC | 1,858,388 | $280.8M | 5.05% | −72,004−3.7% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 1,599,761 | $241.7M | 4.59% | +88,728+5.9% | Added |
| Spyglass Capital Management LLC | 1,579,728 | $238.7M | 5.47% | +67,073+4.4% | Added |
| FMR LLC | 1,560,729 | $235.8M | 0.02% | +64,751+4.3% | Added |
| Kiltearn Partners LLP | 1,434,175 | $216.7M | 8.96% | −81,755−5.4% | Reduced |
| State Street Corp | 1,284,216 | $194.0M | 0.01% | −105,047−7.6% | Reduced |
| Lyrical Asset Management LP | 952,497 | $143.9M | 1.85% | −57,183−5.7% | Reduced |
| Ariel Investments, LLC | 842,809 | $127.3M | 1.16% | +15,330+1.9% | Added |
| JPMorgan Chase & Co | 796,725 | $120.4M | 0.02% | +37,917+5.0% | Added |
| Dimensional Fund Advisors LP | 740,585 | $111.9M | 0.04% | −2,057−0.3% | Reduced |
| Geode Capital Management, LLC | 554,455 | $83.8M | 0.01% | −19,008−3.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 465,433 | $70.3M | 0.09% | −30,977−6.2% | Reduced |
| Bank of New York Mellon Corp | 450,768 | $68.1M | 0.01% | +11,256+2.6% | Added |
| Jupiter Asset Management Ltd | 396,690 | $59.9M | 0.68% | −17,219−4.2% | Reduced |
| Northern Trust Corp | 372,057 | $56.2M | 0.01% | −12,604−3.3% | Reduced |
| Victory Capital Management Inc | 363,453 | $54.9M | 0.05% | −888−0.2% | Reduced |
| Norges Bank | 360,963 | $54.5M | 0.01% | −11,392−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 343,455 | $51.9M | 0.02% | −1,074−0.3% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 335,073 | $50.6M | 0.66% | 00.0% | Unchanged |
| Bruni J V & Co | 310,915 | $47.0M | 6.14% | −1,288−0.4% | Reduced |
| Invesco Ltd. | 262,538 | $39.7M | 0.01% | +47,352+22.0% | Added |
| LGT Capital Partners Ltd. | 236,836 | $35.8M | 1.08% | −94,040−28.4% | Reduced |
| Goldman Sachs Group Inc | 198,868 | $30.0M | 0.01% | −107,620−35.1% | Reduced |
| Raymond James & Associates | 197,849 | $29.9M | 0.03% | −22,074−10.0% | Reduced |
| Parametric Portfolio Associates LLC | 187,459 | $28.3M | 0.02% | −23,592−11.2% | Reduced |
| Schroder Investment Management Group | 157,144 | $23.7M | 0.04% | +7,083+4.7% | Added |
| Bank of America Corp | 151,676 | $22.9M | 0.00% | −16,844−10.0% | Reduced |
| Polar Capital Holdings Plc | 143,012 | $21.6M | 0.12% | −2,807−1.9% | Reduced |
| Principal Financial Group Inc | 142,450 | $21.5M | 0.01% | −2,379−1.6% | Reduced |
| Wallace Capital Management Inc. | 137,938 | $20.8M | 2.83% | −829−0.6% | Reduced |
| Nuveen Asset Management, LLC | 123,408 | $18.6M | 0.01% | −11,628−8.6% | Reduced |
| Assenagon Asset Management S.A. | 122,676 | $18.5M | 0.08% | +100,849+462.0% | Added |
| Macquarie Group Ltd | 114,584 | $17.3M | 0.01% | −500−0.4% | Reduced |
| Rhumbline Advisers | 113,400 | $17.1M | 0.02% | −4,786−4.0% | Reduced |
| Hallmark Capital Management Inc | 107,703 | $16.3M | 1.42% | −1,479−1.4% | Reduced |
| Fred Alger Management, LLC | 104,129 | $15.7M | 0.04% | +1,615+1.6% | Added |
| UBS Asset Management Americas Inc | 100,491 | $15.2M | 0.01% | +12,661+14.4% | Added |
| California Public Employees Retirement System | 100,291 | $15.2M | 0.01% | −1,654−1.6% | Reduced |
| Legal & General Group Plc | 97,959 | $14.8M | 0.00% | −7,773−7.4% | Reduced |
| Foundry Partners, LLC | 96,610 | $14.6M | 0.52% | −4,754−4.7% | Reduced |
| Wells Fargo & Company | 93,084 | $14.1M | 0.00% | −40,364−30.2% | Reduced |
| Mackenzie Financial Corp | 92,899 | $14.0M | 0.02% | +3,424+3.8% | Added |
| Swiss National Bank | 92,000 | $13.9M | 0.01% | −1,900−2.0% | Reduced |
| North Star Asset Management Inc | 90,937 | $13.7M | 0.75% | +150+0.2% | Added |
| Channing Capital Management, LLC | 84,305 | $12.7M | 0.40% | +75+0.1% | Added |
| First Trust Advisors LP | 79,784 | $12.1M | 0.01% | +32,823+69.9% | Added |
| Eaton Vance Management | 84,843 | $11.4M | 0.02% | +280.0% | Added |
| Morgan Stanley | 72,577 | $11.0M | 0.00% | +21,407+41.8% | Added |
| O'Shaughnessy Asset Management, LLC | 71,233 | $10.8M | 0.22% | −49,928−41.2% | Reduced |
| American International Group, Inc. | 70,965 | $10.7M | 0.06% | −2,999−4.1% | Reduced |
| California State Teachers Retirement System | 69,815 | $10.5M | 0.01% | −1,195−1.7% | Reduced |
| Truist Financial Corp | 68,215 | $10.3M | 0.02% | −393−0.6% | Reduced |
| Ameriprise Financial Inc | 68,056 | $10.3M | 0.00% | −4,832−6.6% | Reduced |
| Man Group plc | 66,858 | $10.1M | 0.04% | −2,515−3.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 64,246 | $9.71M | 0.02% | +11,207+21.1% | Added |
| Alliancebernstein L.P. | 64,227 | $9.70M | 0.00% | −2,550−3.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 60,721 | $9.17M | 0.10% | +60,721 | New |
| D. E. Shaw & Co., Inc. | 59,486 | $8.99M | 0.01% | −41,859−41.3% | Reduced |
| River & Mercantile Asset Management LLP | 56,834 | $8.59M | 0.67% | −28,154−33.1% | Reduced |
| New York State Teachers Retirement System | 55,345 | $8.36M | 0.02% | +1,987+3.7% | Added |
| Deutsche Bank AG | 54,614 | $8.25M | 0.00% | −101,396−65.0% | Reduced |
| Los Angeles Capital Management LLC | 53,809 | $8.13M | 0.04% | −518−1.0% | Reduced |
| Retirement Systems of Alabama | 53,354 | $8.06M | 0.03% | −889−1.6% | Reduced |
| Gillson Capital LP | 53,008 | $8.01M | 0.59% | +53,008 | New |
| State Board of Administration of Florida Retirement System | 52,924 | $8.00M | 0.02% | −2,333−4.2% | Reduced |
| New York State Common Retirement Fund | 52,820 | $7.98M | 0.01% | +352+0.7% | Added |
| Russell Investments Group, Ltd. | 50,451 | $7.62M | 0.01% | −3,737−6.9% | Reduced |
| Hudson Bay Capital Management LP | 50,000 | $7.55M | 0.11% | +50,000 | New |
| Ensign Peak Advisors, Inc | 49,775 | $7.52M | 0.02% | +2,830+6.0% | Added |
| UBS Group AG | 49,730 | $7.51M | 0.00% | −5,555−10.0% | Reduced |
| Millennium Management LLC | 49,687 | $7.51M | 0.01% | −97,429−66.2% | Reduced |
| Hi-Line Capital Management, LLC | 48,330 | $7.30M | 2.61% | +1,371+2.9% | Added |
| Manufacturers Life Insurance Company, The | 47,471 | $7.17M | 0.01% | +1,870+4.1% | Added |
| Barclays PLC | 45,895 | $6.93M | 0.00% | −9,550−17.2% | Reduced |
| Credit Suisse AG | 44,932 | $6.79M | 0.01% | −632−1.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 44,796 | $6.77M | 0.12% | −11,388−20.3% | Reduced |
| LSV Asset Management | 43,721 | $6.61M | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 43,657 | $6.60M | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42,909 | $6.48M | 0.02% | +37,187+649.9% | Added |
| State of Tennessee, Treasury Department | 42,314 | $6.39M | 0.02% | −25,362−37.5% | Reduced |
| Nordea Investment Management AB | 38,116 | $5.90M | 0.01% | −106−0.3% | Reduced |
| First Republic Investment Management, Inc. | 36,610 | $5.53M | 0.01% | +556+1.5% | Added |
| Mutual of America Capital Management LLC | 36,347 | $5.49M | 0.05% | −831−2.2% | Reduced |
| Amalgamated Bank | 35,521 | $5.37M | 0.05% | −3,278−8.4% | Reduced |
| Calamos Advisors LLC | 35,430 | $5.35M | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 30,348 | $4.74M | 0.00% | +21,580+246.1% | Added |
| Formula Growth Ltd | 31,000 | $4.68M | 0.68% | 00.0% | Unchanged |
| Texas Permanent School Fund | 30,481 | $4.61M | 0.06% | −548−1.8% | Reduced |
| Stifel Financial Corp | 28,962 | $4.38M | 0.01% | −210−0.7% | Reduced |
| Prana Capital Management, LP | 28,961 | $4.38M | 0.39% | +28,961 | New |
| American Century Companies Inc | 28,668 | $4.33M | 0.00% | −62,717−68.6% | Reduced |
| Oppenheimer Asset Management Inc. | 28,477 | $4.30M | 0.06% | +1,140+4.2% | Added |
| Citigroup Inc | 28,379 | $4.29M | 0.00% | −7,820−21.6% | Reduced |
| Pinebridge Investments, L.P. | 26,934 | $4.07M | 0.05% | −3,115−10.4% | Reduced |
| Public Employees Retirement System of Ohio | 26,846 | $4.06M | 0.01% | +2,356+9.6% | Added |
| BNP Paribas Arbitrage, SA | 26,442 | $4.00M | 0.01% | +9,509+56.2% | Added |