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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 4,303 | $650.0K | 0.00% | +43+1.0% | Added |
| Janus Henderson Group PLC | 4,296 | $649.0K | 0.00% | +4,296 | New |
| Franklin Resources Inc | 4,135 | $624.0K | 0.00% | +2,825+215.6% | Added |
| Cornercap Investment Counsel Inc | 4,106 | $620.0K | 0.07% | +21+0.5% | Added |
| Tower Research Capital LLC (TRC) | 3,954 | $597.0K | 0.02% | −5,551−58.4% | 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 |
| Susquehanna International Group, LLP | 3,833 | $579.0K | 0.00% | −6,694−63.6% | Reduced |
| Hillsdale Investment Management Inc. | 3,700 | $559.0K | 0.04% | +3,700 | New |
| 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 |
| CIBC World Markets Inc. | 3,682 | $556.0K | 0.00% | +284+8.4% | Added |
| Crossmark Global Holdings, Inc. | 3,662 | $553.0K | 0.01% | +310+9.2% | Added |
| Brown Brothers Harriman & Co | 3,563 | $538.0K | 0.00% | −61−1.7% | Reduced |
| Ergoteles LLC | 3,488 | $527.0K | 0.02% | −7,845−69.2% | Reduced |
| LPL Financial LLC | 3,451 | $521.0K | 0.00% | −10.0% | Reduced |
| Quantbot Technologies LP | 3,387 | $511.0K | 0.04% | +3,326+5,452.5% | Added |
| ExodusPoint Capital Management, LP | 3,298 | $498.0K | 0.01% | −14,237−81.2% | Reduced |
| Centiva Capital, LP | 3,255 | $492.0K | 0.04% | +3,255 | New |
| Echo Street Capital Management LLC | 3,253 | $491.0K | 0.00% | −53−1.6% | Reduced |
| Maryland State Retirement & Pension System | 3,129 | $486.0K | 0.01% | +306+10.8% | Added |
| KB Financial Partners, LLC | 3,166 | $478.0K | 0.17% | +704+28.6% | Added |
| Point72 Hong Kong Ltd | 3,056 | $462.0K | 0.04% | +3,056 | New |
| IndexIQ Advisors LLC | 3,017 | $456.0K | 0.02% | +302+11.1% | Added |
| Meristem Family Wealth, LLC | 3,000 | $453.0K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,900 | $438.0K | 0.00% | +2,900 | New |
| 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 |
| Ironwood Investment Counsel, LLC | 2,810 | $424.0K | 0.11% | −100−3.4% | Reduced |
| People's United Financial, Inc. | 2,689 | $406.0K | 0.01% | +30+1.1% | Added |
| Ontario Teachers Pension Plan Board | 2,566 | $388.0K | 0.00% | +2,566 | New |
| Relative Value Partners Group, LLC | 2,540 | $384.0K | 0.03% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 2,538 | $383.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Shell Asset Management Co | 2,451 | $370.0K | 0.01% | −100−3.9% | Reduced |
| Tudor Investment Corp Et Al | 2,433 | $368.0K | 0.01% | +2,433 | New |
| Silvercrest Asset Management Group LLC | 2,400 | $363.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 2,363 | $357.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 2,247 | $339.0K | 0.03% | +2,247 | New |
| Integrated Investment Consultants, LLC | 2,225 | $336.0K | 0.10% | −50−2.2% | Reduced |
| Nicolet Bankshares Inc | 2,155 | $326.0K | 0.08% | −42−1.9% | Reduced |
| Profund Advisors LLC | 2,129 | $322.0K | 0.01% | −518−19.6% | Reduced |
| World Asset Management Inc | 2,101 | $317.0K | 0.03% | −179−7.9% | 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 |
| 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 |
| Illinois Municipal Retirement Fund | 1,874 | $283.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,865 | $282.0K | 0.02% | +64+3.6% | Added |
| JBF Capital, Inc. | 1,750 | $264.0K | 0.06% | −150−7.9% | Reduced |
| Voloridge Investment Management, LLC | 1,732 | $262.0K | 0.00% | −4,114−70.4% | Reduced |
| CIBC Asset Management Inc | 1,666 | $252.0K | 0.00% | +5+0.3% | Added |
| SG Americas Securities, LLC | 1,607 | $243.0K | 0.00% | −19,906−92.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,588 | $240.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Diversified Trust Co | 1,514 | $229.0K | 0.01% | −431−22.2% | 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 |
| 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 |
| Atom Investors LP | 1,425 | $215.0K | 0.04% | +1,425 | New |
| Kore Private Wealth LLC | 1,410 | $213.0K | 0.02% | −2−0.1% | Reduced |
| Quantedge Capital Pte Ltd | 1,400 | $212.0K | 0.10% | 00.0% | Unchanged |
| Greenleaf Trust | 1,348 | $204.0K | 0.00% | +27+2.0% | Added |
| Sutton Wealth Advisors Inc. | 898 | $135.7K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 895 | $135.0K | 0.05% | +895 | New |
| Smithfield Trust Co | 883 | $134.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 752 | $114.0K | 0.00% | +34+4.7% | Added |
| Harvest Fund Management Co., Ltd | 696 | $105.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 674 | $102.0K | 0.07% | +164+32.2% | Added |
| Column Capital Advisors, LLC | 626 | $95.0K | 0.02% | −52−7.7% | Reduced |
| IFP Advisors, Inc | 407 | $63.0K | 0.00% | +142+53.6% | Added |
| CX Institutional | 401 | $61.0K | 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 |
| Baystate Wealth Management LLC | 312 | $47.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 234 | $35.0K | 0.00% | +2+0.9% | Added |
| Whittier Trust Co | 221 | $33.0K | 0.00% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 209 | $32.0K | 0.00% | −8,300−97.5% | Reduced |
| TCI Wealth Advisors, Inc. | 205 | $31.0K | 0.00% | −15−6.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 174 | $26.0K | 0.00% | +21+13.7% | Added |
| Investors Research Corp | 150 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 156 | $23.0K | 0.00% | +156 | New |
| 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 |
| 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 |
| Parallel Advisors, LLC | 128 | $19.0K | 0.00% | +36+39.1% | Added |
| 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 |
| Caldwell Trust Co | 100 | $15.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $15.0K | 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 |
| First Manhattan Co | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 75 | $11.0K | 0.00% | 00.0% | Unchanged |