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 |
|---|---|---|---|---|---|
| AMP Capital Investors Ltd | 2,538 | $383.0K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,540 | $384.0K | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,566 | $388.0K | 0.00% | +2,566 | New |
| People's United Financial, Inc. | 2,689 | $406.0K | 0.01% | +30+1.1% | Added |
| Ironwood Investment Counsel, LLC | 2,810 | $424.0K | 0.11% | −100−3.4% | Reduced |
| AlphaCrest Capital Management LLC | 2,862 | $432.0K | 0.02% | −7,816−73.2% | Reduced |
| Occudo Quantitative Strategies LP | 2,859 | $432.0K | 0.05% | +2,859 | New |
| Pictet Asset Management SA | 2,900 | $438.0K | 0.00% | +2,900 | New |
| Meristem Family Wealth, LLC | 3,000 | $453.0K | 0.04% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 3,017 | $456.0K | 0.02% | +302+11.1% | Added |
| Point72 Hong Kong Ltd | 3,056 | $462.0K | 0.04% | +3,056 | New |
| KB Financial Partners, LLC | 3,166 | $478.0K | 0.17% | +704+28.6% | Added |
| Maryland State Retirement & Pension System | 3,129 | $486.0K | 0.01% | +306+10.8% | Added |
| Echo Street Capital Management LLC | 3,253 | $491.0K | 0.00% | −53−1.6% | Reduced |
| Centiva Capital, LP | 3,255 | $492.0K | 0.04% | +3,255 | New |
| ExodusPoint Capital Management, LP | 3,298 | $498.0K | 0.01% | −14,237−81.2% | Reduced |
| Quantbot Technologies LP | 3,387 | $511.0K | 0.04% | +3,326+5,452.5% | Added |
| LPL Financial LLC | 3,451 | $521.0K | 0.00% | −10.0% | Reduced |
| Ergoteles LLC | 3,488 | $527.0K | 0.02% | −7,845−69.2% | Reduced |
| Brown Brothers Harriman & Co | 3,563 | $538.0K | 0.00% | −61−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 3,662 | $553.0K | 0.01% | +310+9.2% | Added |
| CIBC World Markets Inc. | 3,682 | $556.0K | 0.00% | +284+8.4% | Added |
| Securian Asset Management, Inc | 3,695 | $558.0K | 0.01% | −132−3.4% | Reduced |
| Guinness Asset Management LTD | 3,690 | $558.0K | 0.03% | +1,500+68.5% | Added |
| Hillsdale Investment Management Inc. | 3,700 | $559.0K | 0.04% | +3,700 | New |
| Susquehanna International Group, LLP | 3,833 | $579.0K | 0.00% | −6,694−63.6% | Reduced |
| Colony Group LLC | 3,901 | $589.0K | 0.01% | −38−1.0% | Reduced |
| Welch & Forbes LLC | 3,900 | $589.0K | 0.01% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 3,900 | $589.0K | 0.10% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,900 | $589.0K | 0.10% | +3,900 | New |
| Tower Research Capital LLC (TRC) | 3,954 | $597.0K | 0.02% | −5,551−58.4% | Reduced |
| Cornercap Investment Counsel Inc | 4,106 | $620.0K | 0.07% | +21+0.5% | Added |
| Franklin Resources Inc | 4,135 | $624.0K | 0.00% | +2,825+215.6% | Added |
| Janus Henderson Group PLC | 4,296 | $649.0K | 0.00% | +4,296 | New |
| Jane Street Group, LLC | 4,303 | $650.0K | 0.00% | +43+1.0% | Added |
| Impax Asset Management Group plc | 4,313 | $652.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,385 | $663.0K | 0.00% | +132+3.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,413 | $667.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 4,366 | $670.0K | 0.01% | +334+8.3% | Added |
| DuPont Capital Management Corp | 4,445 | $672.0K | 0.02% | +822+22.7% | Added |
| Xponance, Inc. | 4,609 | $696.0K | 0.01% | −263−5.4% | Reduced |
| Duality Advisers, LP | 4,615 | $697.0K | 0.05% | +1,184+34.5% | Added |
| Guggenheim Capital LLC | 4,725 | $714.0K | 0.00% | +894+23.3% | Added |
| Rothschild Investment Corp | 4,774 | $721.0K | 0.06% | −9−0.2% | Reduced |
| HSBC Holdings PLC | 4,728 | $722.0K | 0.00% | −15,521−76.7% | Reduced |
| US Bancorp | 4,828 | $730.0K | 0.00% | −140−2.8% | Reduced |
| Boston Private Wealth LLC | 4,931 | $745.0K | 0.01% | +1,156+30.6% | Added |
| Raymond James Trust N.A. | 5,065 | $765.0K | 0.03% | −1,069−17.4% | Reduced |
| Qube Research & Technologies Ltd | 5,072 | $766.0K | 0.01% | −21,877−81.2% | Reduced |
| State of Wisconsin Investment Board | 5,148 | $778.0K | 0.00% | +191+3.9% | Added |
| Commonwealth Equity Services, LLC | 5,321 | $804.0K | 0.00% | +5,321 | New |
| Hancock Whitney Corp | 5,342 | $808.0K | 0.03% | −12,921−70.7% | Reduced |
| Pacer Advisors, Inc. | 5,997 | $906.0K | 0.01% | +1,503+33.4% | Added |
| Algert Global LLC | 6,121 | $925.0K | 0.12% | +6,121 | New |
| Cubist Systematic Strategies, LLC | 6,158 | $930.0K | 0.01% | −6,289−50.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,364 | $962.0K | 0.00% | −700−9.9% | Reduced |
| Meeder Asset Management Inc | 6,365 | $962.0K | 0.05% | +2,592+68.7% | Added |
| ProShare Advisors LLC | 6,386 | $965.0K | 0.00% | −340−5.1% | Reduced |
| Neuberger Berman Group LLC | 6,478 | $969.0K | 0.00% | +3,694+132.7% | Added |
| Marshall Wace, LLP | 6,434 | $972.0K | 0.00% | −28,072−81.4% | Reduced |
| Public Employees Retirement Association of Colorado | 6,534 | $987.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,565 | $992.0K | 0.00% | +8+0.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,631 | $1.00M | 0.01% | +460+7.5% | Added |
| Teacher Retirement System of Texas | 6,701 | $1.01M | 0.01% | +1,122+20.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,807 | $1.03M | 0.02% | −128−1.8% | Reduced |
| Cubic Asset Management, LLC | 6,899 | $1.04M | 0.26% | −12−0.2% | Reduced |
| CWM Advisors, LLC | 6,900 | $1.04M | 0.13% | +840+13.9% | Added |
| RMB Capital Management, LLC | 7,000 | $1.06M | 0.03% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 7,000 | $1.06M | 0.49% | +245+3.6% | Added |
| Bank of New Hampshire | 6,888 | $1.06M | 0.28% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,200 | $1.09M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 7,380 | $1.11M | 0.02% | −500−6.3% | Reduced |
| Metropolitan Life Insurance Co | 7,521 | $1.14M | 0.02% | −344−4.4% | Reduced |
| Gotham Asset Management, LLC | 7,860 | $1.19M | 0.05% | −4,782−37.8% | Reduced |
| Nomura Holdings Inc | 7,800 | $1.20M | 0.01% | +7,800 | New |
| Advisor Group Holdings, Inc. | 8,001 | $1.21M | 0.00% | +467+6.2% | Added |
| Voya Investment Management LLC | 8,016 | $1.21M | 0.00% | −108−1.3% | Reduced |
| Handelsbanken Fonder AB | 8,200 | $1.24M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,378 | $1.27M | 0.01% | −8,234−49.6% | Reduced |
| Federated Hermes, Inc. | 8,742 | $1.32M | 0.00% | −227−2.5% | Reduced |
| New Mexico Educational Retirement Board | 8,800 | $1.33M | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 8,815 | $1.33M | 0.01% | +229+2.7% | Added |
| Winton Group Ltd | 9,186 | $1.39M | 0.08% | −6,595−41.8% | Reduced |
| Regions Financial Corp | 9,256 | $1.40M | 0.01% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 9,277 | $1.40M | 0.01% | +9,277 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 9,284 | $1.40M | 0.00% | +7,478+414.1% | Added |
| STRS Ohio | 9,732 | $1.47M | 0.01% | −2,259−18.8% | Reduced |
| APG Asset Management N.V. | 11,935 | $1.56M | 0.00% | −12,200−50.5% | Reduced |
| State of Michigan Retirement System | 10,366 | $1.57M | 0.01% | −100−1.0% | Reduced |
| Seascape Capital Management | 10,395 | $1.57M | 0.81% | +3,767+56.8% | Added |
| Empowered Funds, LLC | 10,413 | $1.57M | 0.20% | +10,413 | New |
| Louisiana State Employees Retirement System | 10,500 | $1.59M | 0.04% | −300−2.8% | Reduced |
| Envestnet Asset Management Inc | 10,538 | $1.59M | 0.00% | +695+7.1% | Added |
| Virginia Retirement Systems Et Al | 10,600 | $1.60M | 0.02% | +5,700+116.3% | Added |
| Thrivent Financial for Lutherans | 10,771 | $1.63M | 0.00% | −282−2.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,825 | $1.64M | 0.00% | −204−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 10,915 | $1.65M | 0.06% | −339−3.0% | Reduced |
| Natixis Advisors, L.P. | 11,082 | $1.67M | 0.01% | +309+2.9% | Added |
| The PNC Financial Services Group, Inc. | 11,186 | $1.69M | 0.00% | +615+5.8% | Added |
| Brandywine Global Investment Management, LLC | 11,251 | $1.70M | 0.01% | −280−2.4% | Reduced |