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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 1,692 | $278.0K | 0.00% | +26+1.6% | Added |
| Silvercrest Asset Management Group LLC | 1,758 | $289.0K | 0.00% | −642−26.8% | Reduced |
| Diversified Trust Co | 1,794 | $295.0K | 0.01% | +280+18.5% | Added |
| Advisory Services Network, LLC | 1,829 | $300.0K | 0.01% | −192−9.5% | Reduced |
| JustInvest LLC | 1,830 | $301.0K | 0.02% | −417−18.6% | Reduced |
| Martingale Asset Management L P | 1,833 | $302.0K | 0.00% | +277+17.8% | Added |
| Pendal Group Limited | 1,850 | $304.0K | 0.00% | +1,850 | New |
| Wealthcare Advisory Partners LLC | 1,857 | $305.0K | 0.02% | −8−0.4% | Reduced |
| Autumn Glory Partners, LLC | 1,855 | $305.0K | 0.13% | +1,855 | New |
| Marshall Wace, LLP | 1,852 | $306.0K | 0.00% | −4,582−71.2% | Reduced |
| People's United Financial, Inc. | 1,874 | $308.0K | 0.01% | −815−30.3% | Reduced |
| Integrated Investment Consultants, LLC | 1,900 | $313.0K | 0.08% | −325−14.6% | Reduced |
| Nicolet Bankshares Inc | 1,905 | $313.0K | 0.07% | −250−11.6% | Reduced |
| United Capital Financial Advisers, LLC | 1,981 | $326.0K | 0.00% | +5+0.3% | Added |
| Profund Advisors LLC | 2,093 | $344.0K | 0.01% | −36−1.7% | Reduced |
| Gsa Capital Partners LLP | 2,106 | $346.0K | 0.04% | +2,106 | New |
| Shelton Capital Management | 2,183 | $359.0K | 0.01% | −180−7.6% | Reduced |
| Cadent Capital Advisors, LLC | 2,194 | $361.0K | 0.16% | +178+8.8% | Added |
| Campbell & CO Investment Adviser LLC | 2,331 | $383.0K | 0.13% | +2,331 | New |
| Two Sigma Investments, LP | 2,369 | $390.0K | 0.00% | +2,369 | New |
| Virtu Financial LLC | 2,453 | $404.0K | 0.04% | +2,453 | New |
| Shell Asset Management Co | 2,466 | $406.0K | 0.01% | +15+0.6% | Added |
| Simplex Trading, LLC | 2,474 | $406.0K | 0.01% | +2,474 | New |
| Coldstream Capital Management Inc | 2,477 | $407.0K | 0.01% | +2,477 | New |
| Harbor Advisors LLC | 2,500 | $411.0K | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,511 | $413.0K | 0.00% | +531+26.8% | Added |
| Cornerstone Investment Partners, LLC | 2,519 | $414.0K | 0.02% | +1,025+68.6% | Added |
| Relative Value Partners Group, LLC | 2,540 | $418.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,565 | $421.0K | 0.01% | +2,565 | New |
| Ironwood Investment Counsel, LLC | 2,640 | $434.0K | 0.10% | −170−6.0% | Reduced |
| Graham Capital Management, L.P. | 2,719 | $447.0K | 0.02% | +2,719 | New |
| KB Financial Partners, LLC | 2,746 | $452.0K | 0.13% | −420−13.3% | Reduced |
| Hancock Whitney Investment Services Inc. | 2,768 | $457.0K | 0.08% | +2,768 | New |
| IndexIQ Advisors LLC | 2,834 | $466.0K | 0.02% | −183−6.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 2,833 | $467.0K | 1.17% | +2,833 | New |
| Pictet Asset Management SA | 2,900 | $477.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12,009 | $485.0K | 0.11% | +12,009 | New |
| Trail Ridge Investment Advisors, LLC | 2,969 | $488.0K | 0.29% | +2,969 | New |
| Jane Street Group, LLC | 2,993 | $492.0K | 0.00% | −1,310−30.4% | Reduced |
| Meristem Family Wealth, LLC | 3,000 | $494.0K | 0.04% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,063 | $504.0K | 0.01% | +497+19.4% | Added |
| Procyon Private Wealth Partners, LLC | 3,094 | $509.0K | 0.11% | +593+23.7% | Added |
| Maryland State Retirement & Pension System | 3,129 | $515.0K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,131 | $515.0K | 0.01% | +1,257+67.1% | Added |
| Ballentine Partners, LLC | 3,131 | $515.0K | 0.02% | +3,131 | New |
| CIBC World Markets Inc. | 3,433 | $565.0K | 0.00% | −249−6.8% | Reduced |
| Hillsdale Investment Management Inc. | 3,450 | $567.0K | 0.04% | −250−6.8% | Reduced |
| LPL Financial LLC | 3,489 | $574.0K | 0.00% | +38+1.1% | Added |
| Brown Brothers Harriman & Co | 3,563 | $586.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,695 | $608.0K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 3,755 | $618.0K | 0.01% | −146−3.7% | Reduced |
| Welch & Forbes LLC | 3,900 | $641.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,900 | $642.0K | 0.12% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,145 | $682.0K | 0.00% | −4,233−50.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,162 | $685.0K | 0.01% | +500+13.7% | Added |
| Cornercap Investment Counsel Inc | 4,175 | $687.0K | 0.10% | +69+1.7% | Added |
| Impax Asset Management Group plc | 4,199 | $691.0K | 0.00% | −114−2.6% | Reduced |
| Franklin Resources Inc | 4,225 | $695.0K | 0.00% | +90+2.2% | Added |
| Xponance, Inc. | 4,508 | $742.0K | 0.01% | −101−2.2% | Reduced |
| Susquehanna International Group, LLP | 4,523 | $744.0K | 0.00% | +690+18.0% | Added |
| Bank of Montreal | 4,492 | $747.0K | 0.00% | −25,856−85.2% | Reduced |
| ETF Managers Group, LLC | 4,582 | $755.0K | 0.01% | +216+4.9% | Added |
| Dynamic Technology Lab Private Ltd | 4,650 | $765.0K | 0.08% | +4,650 | New |
| Rothschild Investment Corp | 4,804 | $791.0K | 0.06% | +30+0.6% | Added |
| Echo Street Capital Management LLC | 4,857 | $799.0K | 0.01% | +1,604+49.3% | Added |
| US Bancorp | 4,916 | $808.0K | 0.00% | +88+1.8% | Added |
| State of Wisconsin Investment Board | 4,947 | $814.0K | 0.00% | −201−3.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,066 | $833.0K | 0.00% | +5,066 | New |
| Raymond James Trust N.A. | 5,095 | $839.0K | 0.02% | +30+0.6% | Added |
| Guinness Asset Management LTD | 5,190 | $854.0K | 0.03% | +1,500+40.7% | Added |
| CWM Advisors, LLC | 5,213 | $858.0K | 0.10% | −1,687−24.4% | Reduced |
| ExodusPoint Capital Management, LP | 5,416 | $891.0K | 0.01% | +2,118+64.2% | Added |
| RMB Capital Management, LLC | 5,600 | $921.0K | 0.03% | −1,400−20.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,601 | $921.0K | 0.00% | −763−12.0% | Reduced |
| Fisher Asset Management, LLC | 5,677 | $934.0K | 0.00% | −888−13.5% | Reduced |
| Pacer Advisors, Inc. | 5,941 | $977.0K | 0.01% | −56−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,950 | $979.0K | 0.00% | +1,537+34.8% | Added |
| Ergoteles LLC | 6,326 | $1.04M | 0.04% | +2,838+81.4% | Added |
| Algert Global LLC | 6,351 | $1.04M | 0.13% | +230+3.8% | Added |
| Public Employees Retirement Association of Colorado | 6,390 | $1.05M | 0.00% | −144−2.2% | Reduced |
| Duality Advisers, LP | 6,394 | $1.05M | 0.11% | +1,779+38.5% | Added |
| Teachers Retirement System of the State of Kentucky | 6,400 | $1.05M | 0.01% | −800−11.1% | Reduced |
| FIL Ltd | 6,409 | $1.05M | 0.00% | +4,966+344.1% | Added |
| HSBC Holdings PLC | 6,429 | $1.07M | 0.00% | +1,701+36.0% | Added |
| APG Asset Management N.V. | 7,435 | $1.08M | 0.00% | −4,500−37.7% | Reduced |
| Tower Research Capital LLC (TRC) | 6,665 | $1.10M | 0.02% | +2,711+68.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,739 | $1.11M | 0.02% | −68−1.0% | Reduced |
| Cubic Asset Management, LLC | 6,899 | $1.14M | 0.26% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 7,024 | $1.16M | 0.49% | +24+0.3% | Added |
| Bank of New Hampshire | 7,136 | $1.17M | 0.29% | +248+3.6% | Added |
| SEI Investments Co | 7,787 | $1.18M | 0.00% | −4,492−36.6% | Reduced |
| ProShare Advisors LLC | 7,171 | $1.18M | 0.00% | +785+12.3% | Added |
| Bridgewater Associates, LP | 7,205 | $1.19M | 0.01% | −9,216−56.1% | Reduced |
| Metropolitan Life Insurance Co | 7,271 | $1.20M | 0.02% | −250−3.3% | Reduced |
| Utah Retirement Systems | 7,380 | $1.21M | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 7,601 | $1.25M | 0.01% | −1,655−17.9% | Reduced |
| Natixis | 7,600 | $1.25M | 0.00% | +7,600 | New |
| Federated Hermes, Inc. | 7,735 | $1.27M | 0.00% | −1,007−11.5% | Reduced |
| Handelsbanken Fonder AB | 7,800 | $1.28M | 0.01% | −400−4.9% | Reduced |
| Teacher Retirement System of Texas | 8,005 | $1.32M | 0.01% | +1,304+19.5% | Added |