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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $823 | 0.00% | −27−84.4% | Reduced |
| Raffa Wealth Management, LLC | 6 | $987 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 7 | $1.00K | 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 |
| Chilton Capital Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| NEXT Financial Group, Inc | 7 | $1.00K | 0.00% | +7 | New |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Schubert & Co | 8 | $1.00K | 0.00% | +8 | New |
| American Portfolios Advisors | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 12 | $1.97K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $2.00K | 0.00% | −9−47.4% | Reduced |
| Ci Investments Inc. | 10 | $2.00K | 0.00% | −3−23.1% | Reduced |
| First Horizon Advisors, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 11 | $2.00K | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Tyler-Stone Wealth Management | 12 | $2.00K | 0.00% | +12 | New |
| Anchor Investment Management, LLC | 16 | $2.63K | 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 |
| Bell Investment Advisors, Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $3.00K | 0.00% | +6+54.5% | Added |
| FourThought Financial, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 18 | $3.00K | 0.00% | +18 | New |
| Zullo Investment Group, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Asset Dedication, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $4.00K | 0.00% | +25 | New |
| JJJ Advisors Inc. | 31 | $5.00K | 0.00% | −3−8.8% | Reduced |
| West Branch Capital LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $5.00K | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 30 | $5.00K | 0.00% | +30 | New |
| McDonald Partners LLC | 31 | $5.10K | 0.00% | +31 | New |
| Absolute Capital Management, LLC | 31 | $5.10K | 0.00% | +31 | New |
| Ellevest, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $6.00K | 0.00% | +10+37.0% | Added |
| Vigilant Capital Management, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 43 | $7.00K | 0.00% | +43 | New |
| Gables Capital Management Inc. | 62 | $10.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 63 | $10.0K | 0.00% | +16+34.0% | Added |
| Arcadia Investment Management Corp | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 89 | $15.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $16.0K | 0.01% | +100 | New |
| Caldwell Trust Co | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 103 | $17.0K | 0.00% | −25−19.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 101 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 116 | $19.0K | 0.00% | +116 | New |
| SJS Investment Consulting Inc. | 117 | $19.0K | 0.01% | +117 | New |
| Allworth Financial LP | 120 | $20.0K | 0.00% | +49+69.0% | Added |
| Lazard Asset Management LLC | 156 | $25.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 150 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 150 | $25.0K | 0.00% | +16+11.9% | Added |
| Proequities, Inc. | 150 | $25.0K | 0.00% | +33+28.2% | Added |
| Penserra Capital Management LLC | 174 | $28.0K | 0.00% | +31+21.7% | Added |
| Signet Financial Management, LLC | 174 | $29.0K | 0.00% | +174 | New |
| Quadrant Capital Group LLC | 195 | $32.0K | 0.00% | −39−16.7% | Reduced |
| Rockefeller Capital Management L.P. | 206 | $33.0K | 0.00% | +85+70.2% | Added |
| NN Investment Partners Holdings N.V. | 209 | $34.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 205 | $34.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 267 | $44.0K | 0.02% | −407−60.4% | Reduced |
| IFP Advisors, Inc | 271 | $46.0K | 0.00% | −136−33.4% | Reduced |
| Baystate Wealth Management LLC | 312 | $51.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $53.0K | 0.00% | +104+47.1% | Added |
| Truvestments Capital LLC | 330 | $54.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 341 | $56.0K | 0.00% | +8+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 385 | $63.0K | 0.00% | +211+121.3% | Added |
| KBC Group NV | 410 | $67.0K | 0.00% | +410 | New |
| Dark Forest Capital Management LP | 435 | $72.0K | 0.03% | −460−51.4% | Reduced |
| Confluence Wealth Services, Inc. | 485 | $79.0K | 0.03% | +485 | New |
| Covestor Ltd | 510 | $84.0K | 0.12% | +510 | New |
| Harvest Fund Management Co., Ltd | 696 | $115.0K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 737 | $121.0K | 0.00% | −5,894−88.9% | Reduced |
| Column Capital Advisors, LLC | 764 | $126.0K | 0.02% | +138+22.0% | Added |
| Manchester Capital Management LLC | 800 | $132.0K | 0.02% | +800 | New |
| Quent Capital, LLC | 809 | $133.0K | 0.03% | +809 | New |
| Captrust Financial Advisors | 826 | $136.0K | 0.00% | +74+9.8% | Added |
| Smithfield Trust Co | 883 | $146.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 903 | $148.6K | 0.05% | +5+0.6% | Added |
| CWM, LLC | 1,028 | $169.0K | 0.00% | +1,028 | New |
| Oak Thistle LLC | 1,219 | $200.0K | 0.16% | +1,219 | New |
| Sheets Smith Wealth Management | 1,227 | $202.0K | 0.03% | +1,227 | New |
| Alta Capital Management LLC | 1,240 | $203.0K | 0.01% | +1,240 | New |
| MAI Capital Management | 1,253 | $206.0K | 0.00% | +1,253 | New |
| Winton Group Ltd | 1,286 | $212.0K | 0.01% | −7,900−86.0% | Reduced |
| Tolleson Wealth Management, Inc. | 1,319 | $217.0K | 0.06% | +1,319 | New |
| Forum Financial Management, LP | 1,326 | $218.0K | 0.01% | +1,326 | New |
| Greenleaf Trust | 1,346 | $221.0K | 0.00% | −2−0.1% | Reduced |
| Investment Partners, Ltd. | 1,344 | $221.0K | 0.09% | +1,344 | New |
| Point72 Hong Kong Ltd | 1,390 | $229.0K | 0.02% | −1,666−54.5% | Reduced |
| JBF Capital, Inc. | 1,500 | $247.0K | 0.05% | −250−14.3% | Reduced |
| Wade G W & Inc | 1,563 | $257.0K | 0.01% | +4+0.3% | Added |
| CIBC Private Wealth Group, LLC | 1,588 | $261.0K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,589 | $261.0K | 0.15% | +1,589 | New |
| HighTower Advisors, LLC | 1,615 | $264.0K | 0.00% | +1,615 | New |