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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 123,408 | $18.6M | 0.01% | −11,628−8.6% | Reduced |
| Wallace Capital Management Inc. | 137,938 | $20.8M | 2.83% | −829−0.6% | Reduced |
| Principal Financial Group Inc | 142,450 | $21.5M | 0.01% | −2,379−1.6% | Reduced |
| Polar Capital Holdings Plc | 143,012 | $21.6M | 0.12% | −2,807−1.9% | Reduced |
| Bank of America Corp | 151,676 | $22.9M | 0.00% | −16,844−10.0% | Reduced |
| Schroder Investment Management Group | 157,144 | $23.7M | 0.04% | +7,083+4.7% | Added |
| Parametric Portfolio Associates LLC | 187,459 | $28.3M | 0.02% | −23,592−11.2% | Reduced |
| Raymond James & Associates | 197,849 | $29.9M | 0.03% | −22,074−10.0% | Reduced |
| Goldman Sachs Group Inc | 198,868 | $30.0M | 0.01% | −107,620−35.1% | Reduced |
| LGT Capital Partners Ltd. | 236,836 | $35.8M | 1.08% | −94,040−28.4% | Reduced |
| Invesco Ltd. | 262,538 | $39.7M | 0.01% | +47,352+22.0% | Added |
| Bruni J V & Co | 310,915 | $47.0M | 6.14% | −1,288−0.4% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 335,073 | $50.6M | 0.66% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 343,455 | $51.9M | 0.02% | −1,074−0.3% | Reduced |
| Norges Bank | 360,963 | $54.5M | 0.01% | −11,392−3.1% | Reduced |
| Victory Capital Management Inc | 363,453 | $54.9M | 0.05% | −888−0.2% | Reduced |
| Northern Trust Corp | 372,057 | $56.2M | 0.01% | −12,604−3.3% | Reduced |
| Jupiter Asset Management Ltd | 396,690 | $59.9M | 0.68% | −17,219−4.2% | Reduced |
| Bank of New York Mellon Corp | 450,768 | $68.1M | 0.01% | +11,256+2.6% | Added |
| Arrowstreet Capital, Limited Partnership | 465,433 | $70.3M | 0.09% | −30,977−6.2% | Reduced |
| Geode Capital Management, LLC | 554,455 | $83.8M | 0.01% | −19,008−3.3% | Reduced |
| Dimensional Fund Advisors LP | 740,585 | $111.9M | 0.04% | −2,057−0.3% | Reduced |
| JPMorgan Chase & Co | 796,725 | $120.4M | 0.02% | +37,917+5.0% | Added |
| Ariel Investments, LLC | 842,809 | $127.3M | 1.16% | +15,330+1.9% | Added |
| Lyrical Asset Management LP | 952,497 | $143.9M | 1.85% | −57,183−5.7% | Reduced |
| State Street Corp | 1,284,216 | $194.0M | 0.01% | −105,047−7.6% | Reduced |
| Kiltearn Partners LLP | 1,434,175 | $216.7M | 8.96% | −81,755−5.4% | Reduced |
| FMR LLC | 1,560,729 | $235.8M | 0.02% | +64,751+4.3% | Added |
| Spyglass Capital Management LLC | 1,579,728 | $238.7M | 5.47% | +67,073+4.4% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 1,599,761 | $241.7M | 4.59% | +88,728+5.9% | Added |
| Clarkston Capital Partners, LLC | 1,858,388 | $280.8M | 5.05% | −72,004−3.7% | Reduced |
| Atlanta Capital Management Co L L C | 2,343,710 | $354.1M | 1.27% | +35,228+1.5% | Added |
| BlackRock Inc. | 3,424,007 | $517.3M | 0.01% | −99,685−2.8% | Reduced |
| Vanguard Group Inc | 3,624,070 | $547.6M | 0.01% | −58,251−1.6% | Reduced |
| EdgePoint Investment Group Inc. | 6,930,793 | $1.05B | 8.10% | −124,546−1.8% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −49,400−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −40,600−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −25,379−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,012−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −5,238−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,015−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,931−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,491−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,211−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,737−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,535−100.0% | Sold out |
| Tolleson Wealth Management, Inc. | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Snow Capital Management LP | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |