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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Systematic Alpha Investments, LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 6 | $907 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| American Portfolios Advisors | 9 | $1.36K | 0.00% | +9 | New |
| Koshinski Asset Management, Inc. | 12 | $1.81K | 0.00% | +12 | New |
| FourThought Financial, LLC | 16 | $2.00K | 0.00% | −26−61.9% | Reduced |
| Ci Investments Inc. | 13 | $2.00K | 0.00% | +2+18.2% | Added |
| First Horizon Advisors, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 16 | $2.42K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $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 |
| Newbridge Financial Services Group, Inc. | 19 | $3.00K | 0.00% | +10+111.1% | Added |
| Asset Dedication, LLC | 23 | $3.00K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 18 | $3.00K | 0.00% | +18 | New |
| Massmutual Trust Co FSB | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 27 | $4.00K | 0.00% | +27 | New |
| TD Private Client Wealth LLC | 32 | $4.83K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 34 | $5.00K | 0.00% | +25+277.8% | Added |
| Cahill Financial Advisors Inc | 32 | $5.00K | 0.00% | +32 | New |
| Vigilant Capital Management, LLC | 43 | $6.00K | 0.00% | +43 | New |
| Huntington National Bank | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 62 | $9.00K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $11.0K | 0.00% | +71 | New |
| First Manhattan Co | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 89 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $15.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 121 | $18.0K | 0.00% | +5+4.3% | Added |
| Proequities, Inc. | 117 | $18.0K | 0.00% | +20+20.6% | Added |
| Parallel Advisors, LLC | 128 | $19.0K | 0.00% | +36+39.1% | Added |
| Berman Capital Advisors, LLC | 135 | $20.0K | 0.00% | +15+12.5% | Added |
| Fifth Third Bancorp | 134 | $20.0K | 0.00% | +49+57.6% | Added |
| First Mercantile Trust Co | 140 | $21.0K | 0.00% | −8−5.4% | Reduced |
| Penserra Capital Management LLC | 143 | $21.0K | 0.00% | +14+10.9% | Added |
| Investors Research Corp | 150 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 156 | $23.0K | 0.00% | +156 | New |
| Northwestern Mutual Wealth Management Co | 174 | $26.0K | 0.00% | +21+13.7% | Added |
| TCI Wealth Advisors, Inc. | 205 | $31.0K | 0.00% | −15−6.8% | Reduced |
| NN Investment Partners Holdings N.V. | 209 | $32.0K | 0.00% | −8,300−97.5% | Reduced |
| Whittier Trust Co | 221 | $33.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 234 | $35.0K | 0.00% | +2+0.9% | Added |
| Baystate Wealth Management LLC | 312 | $47.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 333 | $50.0K | 0.00% | −7−2.1% | Reduced |
| Truvestments Capital LLC | 330 | $50.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 401 | $61.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 407 | $63.0K | 0.00% | +142+53.6% | Added |
| Column Capital Advisors, LLC | 626 | $95.0K | 0.02% | −52−7.7% | Reduced |
| State of Wyoming | 674 | $102.0K | 0.07% | +164+32.2% | Added |
| Harvest Fund Management Co., Ltd | 696 | $105.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 752 | $114.0K | 0.00% | +34+4.7% | Added |
| Smithfield Trust Co | 883 | $134.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 895 | $135.0K | 0.05% | +895 | New |
| Sutton Wealth Advisors Inc. | 898 | $135.7K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 1,348 | $204.0K | 0.00% | +27+2.0% | Added |
| Quantedge Capital Pte Ltd | 1,400 | $212.0K | 0.10% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 1,410 | $213.0K | 0.02% | −2−0.1% | Reduced |
| Atom Investors LP | 1,425 | $215.0K | 0.04% | +1,425 | New |
| FIL Ltd | 1,443 | $218.0K | 0.00% | −1,966−57.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,440 | $218.0K | 0.00% | −62−4.1% | Reduced |
| Fox Run Management, L.L.C. | 1,494 | $226.0K | 0.14% | −1,593−51.6% | Reduced |
| Cornerstone Investment Partners, LLC | 1,494 | $226.0K | 0.01% | +1,494 | New |
| Diversified Trust Co | 1,514 | $229.0K | 0.01% | −431−22.2% | Reduced |
| Wade G W & Inc | 1,559 | $236.0K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,556 | $236.0K | 0.00% | +1,556 | New |
| CIBC Private Wealth Group, LLC | 1,588 | $240.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,607 | $243.0K | 0.00% | −19,906−92.5% | Reduced |
| CIBC Asset Management Inc | 1,666 | $252.0K | 0.00% | +5+0.3% | Added |
| Voloridge Investment Management, LLC | 1,732 | $262.0K | 0.00% | −4,114−70.4% | Reduced |
| JBF Capital, Inc. | 1,750 | $264.0K | 0.06% | −150−7.9% | Reduced |
| Wealthcare Advisory Partners LLC | 1,865 | $282.0K | 0.02% | +64+3.6% | Added |
| Illinois Municipal Retirement Fund | 1,874 | $283.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,980 | $299.0K | 0.00% | −40,480−95.3% | Reduced |
| United Capital Financial Advisers, LLC | 1,976 | $299.0K | 0.00% | −101−4.9% | Reduced |
| Advisory Services Network, LLC | 2,021 | $305.0K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,016 | $305.0K | 0.14% | 00.0% | Unchanged |
| World Asset Management Inc | 2,101 | $317.0K | 0.03% | −179−7.9% | Reduced |
| Profund Advisors LLC | 2,129 | $322.0K | 0.01% | −518−19.6% | Reduced |
| Nicolet Bankshares Inc | 2,155 | $326.0K | 0.08% | −42−1.9% | Reduced |
| Integrated Investment Consultants, LLC | 2,225 | $336.0K | 0.10% | −50−2.2% | Reduced |
| JustInvest LLC | 2,247 | $339.0K | 0.03% | +2,247 | New |
| Shelton Capital Management | 2,363 | $357.0K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,400 | $363.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,433 | $368.0K | 0.01% | +2,433 | New |
| Shell Asset Management Co | 2,451 | $370.0K | 0.01% | −100−3.9% | Reduced |
| Harbor Advisors LLC | 2,500 | $378.0K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,501 | $378.0K | 0.10% | 00.0% | Unchanged |