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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 8,032 | $1.32M | 0.17% | +8,032 | New |
| Charles Carroll Financial Partners, LLC | 8,050 | $1.32M | 1.31% | +8,050 | New |
| DekaBank Deutsche Girozentrale | 8,000 | $1.32M | 0.00% | +8,000 | New |
| Commerce Bank | 8,177 | $1.34M | 0.01% | −638−7.2% | Reduced |
| Gotham Asset Management, LLC | 8,346 | $1.37M | 0.04% | +486+6.2% | Added |
| Janus Henderson Group PLC | 8,634 | $1.42M | 0.00% | +4,338+101.0% | Added |
| New Mexico Educational Retirement Board | 8,800 | $1.45M | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 9,249 | $1.52M | 0.01% | −483−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 9,553 | $1.57M | 0.00% | +1,552+19.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,765 | $1.61M | 0.00% | −1,060−9.8% | Reduced |
| Neuberger Berman Group LLC | 10,065 | $1.62M | 0.00% | +3,587+55.4% | Added |
| SG Americas Securities, LLC | 10,177 | $1.67M | 0.01% | +8,570+533.3% | Added |
| Guggenheim Capital LLC | 10,192 | $1.68M | 0.01% | +5,467+115.7% | Added |
| Engineers Gate Manager LP | 10,216 | $1.68M | 0.08% | +10,216 | New |
| State of Michigan Retirement System | 10,266 | $1.69M | 0.01% | −100−1.0% | Reduced |
| Louisiana State Employees Retirement System | 10,500 | $1.73M | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,713 | $1.76M | 0.20% | +300+2.9% | Added |
| Thrivent Financial for Lutherans | 10,719 | $1.76M | 0.00% | −52−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 10,915 | $1.80M | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,090 | $1.82M | 0.01% | −251−2.2% | Reduced |
| Brandywine Global Investment Management, LLC | 11,172 | $1.84M | 0.01% | −79−0.7% | Reduced |
| Twin Tree Management, LP | 11,321 | $1.86M | 0.05% | −6,960−38.1% | Reduced |
| Seascape Capital Management | 11,327 | $1.86M | 0.87% | +932+9.0% | Added |
| The PNC Financial Services Group, Inc. | 11,463 | $1.89M | 0.00% | +277+2.5% | Added |
| Sepio Capital, LP | 11,871 | $1.95M | 0.15% | −1,118−8.6% | Reduced |
| Natixis Advisors, L.P. | 12,431 | $2.04M | 0.01% | +1,349+12.2% | Added |
| South Dakota Investment Council | 12,665 | $2.08M | 0.03% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 13,125 | $2.16M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 13,402 | $2.21M | 0.02% | −640−4.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,478 | $2.22M | 0.02% | −135−1.0% | Reduced |
| Virginia Retirement Systems Et Al | 13,500 | $2.22M | 0.02% | +2,900+27.4% | Added |
| Alaska Permanent Fund Corp | 15,300 | $2.24M | 0.04% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 13,945 | $2.29M | 0.06% | +779+5.9% | Added |
| Envestnet Asset Management Inc | 14,046 | $2.31M | 0.00% | +3,508+33.3% | Added |
| BNP Paribas Arbitrage, SA | 14,354 | $2.36M | 0.01% | −12,088−45.7% | Reduced |
| Twinbeech Capital LP | 14,580 | $2.40M | 0.14% | +14,580 | New |
| HRT Financial LP | 14,589 | $2.40M | 0.01% | +1,011+7.4% | Added |
| Treasurer of the State of North Carolina | 14,693 | $2.42M | 0.01% | −100−0.7% | Reduced |
| Westpac Banking Corp | 14,760 | $2.43M | 0.03% | +890+6.4% | Added |
| State of Alaska, Department of Revenue | 14,815 | $2.44M | 0.02% | −494−3.2% | Reduced |
| Blair William & Co | 15,005 | $2.47M | 0.01% | +20.0% | Added |
| Long Road Investment Counsel, LLC | 15,045 | $2.48M | 0.98% | 00.0% | Unchanged |
| Henshaw Capital LLC | 15,138 | $2.49M | 0.14% | +10.0% | Added |
| Pinebridge Investments, L.P. | 15,889 | $2.61M | 0.03% | −11,045−41.0% | Reduced |
| Poehling Capital Management, LLC | 16,160 | $2.66M | 0.86% | −121−0.7% | Reduced |
| Comerica Bank | 19,242 | $2.70M | 0.02% | +270+1.4% | Added |
| AlphaCrest Capital Management LLC | 16,434 | $2.70M | 0.10% | +13,572+474.2% | Added |
| Dorsey Wright & Associates | 16,509 | $2.72M | 0.56% | +510+3.2% | Added |
| Prudential Financial Inc | 17,372 | $2.86M | 0.00% | +5,423+45.4% | Added |
| Russell Investments Group, Ltd. | 18,501 | $3.04M | 0.00% | −31,950−63.3% | Reduced |
| Verdence Capital Advisors LLC | 19,105 | $3.14M | 0.37% | +254+1.3% | Added |
| MetLife Investment Management | 19,700 | $3.24M | 0.03% | −96−0.5% | Reduced |
| Royal Bank of Canada | 19,785 | $3.26M | 0.00% | +1,691+9.3% | Added |
| Two Sigma Advisers, LP | 20,200 | $3.32M | 0.01% | +5,000+32.9% | Added |
| Price T Rowe Associates Inc | 20,246 | $3.33M | 0.00% | −706−3.4% | Reduced |
| Allianz Asset Management GmbH | 20,553 | $3.38M | 0.00% | +3,095+17.7% | Added |
| Ensign Peak Advisors, Inc | 21,035 | $3.46M | 0.01% | −28,740−57.7% | Reduced |
| Great West Life Assurance Co | 21,274 | $3.50M | 0.01% | +1,046+5.2% | Added |
| Rafferty Asset Management, LLC | 21,382 | $3.52M | 0.02% | +1,659+8.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $3.57M | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 22,088 | $3.63M | 0.12% | +22,088 | New |
| Public Employees Retirement System of Ohio | 22,322 | $3.67M | 0.01% | −4,524−16.9% | Reduced |
| Yousif Capital Management, LLC | 23,039 | $3.79M | 0.04% | +23,039 | New |
| State of New Jersey Common Pension Fund D | 23,223 | $3.82M | 0.01% | −943−3.9% | Reduced |
| Barclays PLC | 23,891 | $3.93M | 0.00% | −22,004−47.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 24,723 | $4.07M | 0.13% | +24,723 | New |
| Qube Research & Technologies Ltd | 26,020 | $4.28M | 0.03% | +20,948+413.0% | Added |
| Oppenheimer Asset Management Inc. | 26,705 | $4.39M | 0.06% | −1,772−6.2% | Reduced |
| Wellington Management Group LLP | 27,425 | $4.51M | 0.00% | +15,910+138.2% | Added |
| D. E. Shaw & Co., Inc. | 27,833 | $4.58M | 0.01% | −31,653−53.2% | Reduced |
| Stifel Financial Corp | 28,758 | $4.73M | 0.01% | −204−0.7% | Reduced |
| Amalgamated Bank | 29,191 | $4.80M | 0.04% | −6,330−17.8% | Reduced |
| Texas Permanent School Fund | 29,436 | $4.84M | 0.06% | −1,045−3.4% | Reduced |
| Formula Growth Ltd | 30,170 | $4.96M | 0.88% | −830−2.7% | Reduced |
| Citigroup Inc | 30,179 | $4.96M | 0.00% | +1,800+6.3% | Added |
| Cubist Systematic Strategies, LLC | 30,755 | $5.06M | 0.05% | +24,597+399.4% | Added |
| Morgan Stanley | 33,474 | $5.51M | 0.00% | −39,103−53.9% | Reduced |
| National Bank of Canada | 34,100 | $5.61M | 0.02% | +34,100 | New |
| Voya Investment Management LLC | 34,670 | $5.70M | 0.01% | +26,654+332.5% | Added |
| Calamos Advisors LLC | 35,430 | $5.83M | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 36,364 | $5.98M | 0.06% | +170.0% | Added |
| Credit Suisse AG | 36,997 | $6.09M | 0.00% | −7,935−17.7% | Reduced |
| First Republic Investment Management, Inc. | 38,786 | $6.38M | 0.01% | +2,176+5.9% | Added |
| State of Tennessee, Treasury Department | 42,314 | $6.96M | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 43,657 | $7.18M | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 43,721 | $7.19M | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 43,942 | $7.22M | 0.03% | +1,033+2.4% | Added |
| River & Mercantile Asset Management LLP | 45,890 | $7.55M | 0.59% | −10,944−19.3% | Reduced |
| Manufacturers Life Insurance Company, The | 45,935 | $7.56M | 0.00% | −1,536−3.2% | Reduced |
| Deutsche Bank AG | 47,790 | $7.86M | 0.00% | −6,824−12.5% | Reduced |
| Assenagon Asset Management S.A. | 48,154 | $7.92M | 0.03% | −74,522−60.7% | Reduced |
| Hi-Line Capital Management, LLC | 48,427 | $7.97M | 2.94% | +97+0.2% | Added |
| UBS Group AG | 48,588 | $7.99M | 0.00% | −1,142−2.3% | Reduced |
| Prana Capital Management, LP | 49,199 | $8.09M | 0.64% | +20,238+69.9% | Added |
| O'Shaughnessy Asset Management, LLC | 50,865 | $8.37M | 0.15% | −20,368−28.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,914 | $8.38M | 0.01% | −13,332−20.8% | Reduced |
| New York State Common Retirement Fund | 52,678 | $8.67M | 0.01% | −142−0.3% | Reduced |
| Nordea Investment Management AB | 52,710 | $8.69M | 0.01% | +14,594+38.3% | Added |
| State Board of Administration of Florida Retirement System | 52,936 | $8.71M | 0.02% | +120.0% | Added |
| Retirement Systems of Alabama | 53,232 | $8.76M | 0.03% | −122−0.2% | Reduced |