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, Q4 2021
Institutional positions in Affiliated Managers Group, Inc. as of Dec 31, 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
- 365
- +35 vs. Q3 2021
- Shares held
- 39.2M
- −749.8K (−1.9%) vs. Q3 2021
- Total value
- $6.45B
- +$409.6M (+6.8%) vs. Q3 2021
- New holders
- 64
- 112 more added
- Sold out
- 29
- 127 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EdgePoint Investment Group Inc. | 5,838,819 | $960.5M | 7.33% | −1,091,974−15.8% | Reduced |
| BlackRock Inc. | 3,687,323 | $606.6M | 0.02% | +263,316+7.7% | Added |
| Vanguard Group Inc | 3,615,357 | $594.8M | 0.01% | −8,713−0.2% | Reduced |
| Atlanta Capital Management Co L L C | 2,356,483 | $387.7M | 1.31% | +12,773+0.5% | Added |
| Clarkston Capital Partners, LLC | 1,628,353 | $267.9M | 4.59% | −230,035−12.4% | Reduced |
| FMR LLC | 1,568,857 | $258.1M | 0.02% | +8,128+0.5% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 1,537,161 | $252.9M | 4.24% | −62,600−3.9% | Reduced |
| Spyglass Capital Management LLC | 1,466,679 | $241.3M | 6.40% | −113,049−7.2% | Reduced |
| Kiltearn Partners LLP | 1,399,330 | $230.2M | 9.51% | −34,845−2.4% | Reduced |
| State Street Corp | 1,297,974 | $213.5M | 0.01% | +13,758+1.1% | Added |
| Ariel Investments, LLC | 897,648 | $147.7M | 1.24% | +54,839+6.5% | Added |
| Lyrical Asset Management LP | 862,700 | $141.9M | 1.90% | −89,797−9.4% | Reduced |
| JPMorgan Chase & Co | 816,904 | $134.4M | 0.02% | +20,179+2.5% | Added |
| Dimensional Fund Advisors LP | 734,387 | $120.8M | 0.04% | −6,198−0.8% | Reduced |
| Geode Capital Management, LLC | 544,293 | $89.5M | 0.01% | −10,162−1.8% | Reduced |
| Bank of New York Mellon Corp | 450,581 | $74.1M | 0.01% | −1870.0% | Reduced |
| Northern Trust Corp | 377,010 | $62.0M | 0.01% | +4,953+1.3% | Added |
| Jupiter Asset Management Ltd | 365,378 | $60.2M | 0.66% | −31,312−7.9% | Reduced |
| Norges Bank | 366,008 | $60.2M | 0.01% | +5,045+1.4% | Added |
| Victory Capital Management Inc | 360,570 | $59.3M | 0.05% | −2,883−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 343,363 | $56.5M | 0.02% | −920.0% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 335,073 | $55.1M | 0.85% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 334,203 | $55.0M | 0.07% | −131,230−28.2% | Reduced |
| Bruni J V & Co | 311,954 | $51.3M | 6.33% | +1,039+0.3% | Added |
| Principal Financial Group Inc | 292,620 | $48.1M | 0.03% | +150,170+105.4% | Added |
| Amundi | 301,660 | $47.7M | 0.03% | +301,660 | New |
| Invesco Ltd. | 245,993 | $40.5M | 0.01% | −16,545−6.3% | Reduced |
| Goldman Sachs Group Inc | 235,192 | $38.7M | 0.01% | +36,324+18.3% | Added |
| Schroder Investment Management Group | 210,396 | $34.6M | 0.05% | +53,252+33.9% | Added |
| LGT Capital Partners Ltd. | 201,776 | $33.2M | 0.88% | −35,060−14.8% | Reduced |
| Parametric Portfolio Associates LLC | 185,343 | $30.5M | 0.02% | −2,116−1.1% | Reduced |
| Raymond James & Associates | 176,695 | $29.1M | 0.02% | −21,154−10.7% | Reduced |
| American Century Companies Inc | 157,418 | $25.9M | 0.02% | +128,750+449.1% | Added |
| Macquarie Group Ltd | 157,376 | $25.9M | 0.02% | +42,792+37.3% | Added |
| Bank of America Corp | 152,750 | $25.1M | 0.00% | +1,074+0.7% | Added |
| Polar Capital Holdings Plc | 143,012 | $23.5M | 0.12% | 00.0% | Unchanged |
| CTF Capital Management, LP | 130,000 | $21.4M | 13.80% | +130,000 | New |
| Wallace Capital Management Inc. | 128,878 | $21.2M | 2.97% | −9,060−6.6% | Reduced |
| Foundry Partners, LLC | 119,223 | $19.6M | 0.69% | +22,613+23.4% | Added |
| Nuveen Asset Management, LLC | 116,930 | $19.2M | 0.01% | −6,478−5.2% | Reduced |
| Rhumbline Advisers | 110,144 | $18.1M | 0.02% | −3,256−2.9% | Reduced |
| Fred Alger Management, LLC | 100,577 | $16.5M | 0.04% | −3,552−3.4% | Reduced |
| Millennium Management LLC | 99,153 | $16.3M | 0.02% | +49,466+99.6% | Added |
| California Public Employees Retirement System | 98,552 | $16.2M | 0.01% | −1,739−1.7% | Reduced |
| Legal & General Group Plc | 98,078 | $16.1M | 0.00% | +119+0.1% | Added |
| Hallmark Capital Management Inc | 97,648 | $16.1M | 1.29% | −10,055−9.3% | Reduced |
| UBS Asset Management Americas Inc | 92,818 | $15.3M | 0.01% | −7,673−7.6% | Reduced |
| Swiss National Bank | 90,700 | $14.9M | 0.01% | −1,300−1.4% | Reduced |
| First Trust Advisors LP | 90,486 | $14.9M | 0.01% | +10,702+13.4% | Added |
| North Star Asset Management Inc | 90,468 | $14.9M | 0.75% | −469−0.5% | Reduced |
| Channing Capital Management, LLC | 88,059 | $14.5M | 0.41% | +3,754+4.5% | Added |
| Eaton Vance Management | 84,821 | $14.0M | 0.02% | −220.0% | Reduced |
| Hancock Whitney Corp | 81,733 | $13.4M | 0.42% | +76,391+1,430.0% | Added |
| Los Angeles Capital Management LLC | 69,956 | $11.5M | 0.04% | +16,147+30.0% | Added |
| Mackenzie Financial Corp | 68,805 | $11.3M | 0.02% | −24,094−25.9% | Reduced |
| American International Group, Inc. | 68,744 | $11.3M | 0.06% | −2,221−3.1% | Reduced |
| Panagora Asset Management Inc | 67,864 | $11.2M | 0.06% | +63,479+1,447.6% | Added |
| Wells Fargo & Company | 65,740 | $10.8M | 0.00% | −27,344−29.4% | Reduced |
| Ameriprise Financial Inc | 64,129 | $10.6M | 0.00% | −3,927−5.8% | Reduced |
| Alliancebernstein L.P. | 63,301 | $10.4M | 0.00% | −926−1.4% | Reduced |
| Man Group plc | 62,381 | $10.3M | 0.03% | −4,477−6.7% | Reduced |
| Truist Financial Corp | 60,221 | $9.91M | 0.02% | −7,994−11.7% | Reduced |
| New York State Teachers Retirement System | 59,848 | $9.85M | 0.02% | +4,503+8.1% | Added |
| California State Teachers Retirement System | 57,452 | $9.45M | 0.01% | −12,363−17.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 53,381 | $8.78M | 0.01% | +53,381 | New |
| Retirement Systems of Alabama | 53,232 | $8.76M | 0.03% | −122−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 52,936 | $8.71M | 0.02% | +120.0% | Added |
| Nordea Investment Management AB | 52,710 | $8.69M | 0.01% | +14,594+38.3% | Added |
| New York State Common Retirement Fund | 52,678 | $8.67M | 0.01% | −142−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,914 | $8.38M | 0.01% | −13,332−20.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 50,865 | $8.37M | 0.15% | −20,368−28.6% | Reduced |
| Prana Capital Management, LP | 49,199 | $8.09M | 0.64% | +20,238+69.9% | Added |
| UBS Group AG | 48,588 | $7.99M | 0.00% | −1,142−2.3% | Reduced |
| Hi-Line Capital Management, LLC | 48,427 | $7.97M | 2.94% | +97+0.2% | Added |
| Assenagon Asset Management S.A. | 48,154 | $7.92M | 0.03% | −74,522−60.7% | Reduced |
| Deutsche Bank AG | 47,790 | $7.86M | 0.00% | −6,824−12.5% | Reduced |
| Manufacturers Life Insurance Company, The | 45,935 | $7.56M | 0.00% | −1,536−3.2% | Reduced |
| River & Mercantile Asset Management LLP | 45,890 | $7.55M | 0.59% | −10,944−19.3% | Reduced |
| Acadian Asset Management LLC | 43,942 | $7.22M | 0.03% | +1,033+2.4% | Added |
| LSV Asset Management | 43,721 | $7.19M | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 43,657 | $7.18M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 42,314 | $6.96M | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 38,786 | $6.38M | 0.01% | +2,176+5.9% | Added |
| Credit Suisse AG | 36,997 | $6.09M | 0.00% | −7,935−17.7% | Reduced |
| Mutual of America Capital Management LLC | 36,364 | $5.98M | 0.06% | +170.0% | Added |
| Calamos Advisors LLC | 35,430 | $5.83M | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 34,670 | $5.70M | 0.01% | +26,654+332.5% | Added |
| National Bank of Canada | 34,100 | $5.61M | 0.02% | +34,100 | New |
| Morgan Stanley | 33,474 | $5.51M | 0.00% | −39,103−53.9% | Reduced |
| Cubist Systematic Strategies, LLC | 30,755 | $5.06M | 0.05% | +24,597+399.4% | Added |
| Citigroup Inc | 30,179 | $4.96M | 0.00% | +1,800+6.3% | Added |
| Formula Growth Ltd | 30,170 | $4.96M | 0.88% | −830−2.7% | Reduced |
| Texas Permanent School Fund | 29,436 | $4.84M | 0.06% | −1,045−3.4% | Reduced |
| Amalgamated Bank | 29,191 | $4.80M | 0.04% | −6,330−17.8% | Reduced |
| Stifel Financial Corp | 28,758 | $4.73M | 0.01% | −204−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 27,833 | $4.58M | 0.01% | −31,653−53.2% | Reduced |
| Wellington Management Group LLP | 27,425 | $4.51M | 0.00% | +15,910+138.2% | Added |
| Oppenheimer Asset Management Inc. | 26,705 | $4.39M | 0.06% | −1,772−6.2% | Reduced |
| Qube Research & Technologies Ltd | 26,020 | $4.28M | 0.03% | +20,948+413.0% | Added |
| Carnegie Capital Asset Management, LLC | 24,723 | $4.07M | 0.13% | +24,723 | New |