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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 53,381 | $8.78M | 0.01% | +53,381 | New |
| California State Teachers Retirement System | 57,452 | $9.45M | 0.01% | −12,363−17.7% | Reduced |
| New York State Teachers Retirement System | 59,848 | $9.85M | 0.02% | +4,503+8.1% | Added |
| Truist Financial Corp | 60,221 | $9.91M | 0.02% | −7,994−11.7% | Reduced |
| Man Group plc | 62,381 | $10.3M | 0.03% | −4,477−6.7% | Reduced |
| Alliancebernstein L.P. | 63,301 | $10.4M | 0.00% | −926−1.4% | Reduced |
| Ameriprise Financial Inc | 64,129 | $10.6M | 0.00% | −3,927−5.8% | Reduced |
| Wells Fargo & Company | 65,740 | $10.8M | 0.00% | −27,344−29.4% | Reduced |
| Panagora Asset Management Inc | 67,864 | $11.2M | 0.06% | +63,479+1,447.6% | Added |
| American International Group, Inc. | 68,744 | $11.3M | 0.06% | −2,221−3.1% | Reduced |
| Mackenzie Financial Corp | 68,805 | $11.3M | 0.02% | −24,094−25.9% | Reduced |
| Los Angeles Capital Management LLC | 69,956 | $11.5M | 0.04% | +16,147+30.0% | Added |
| Hancock Whitney Corp | 81,733 | $13.4M | 0.42% | +76,391+1,430.0% | Added |
| Eaton Vance Management | 84,821 | $14.0M | 0.02% | −220.0% | Reduced |
| Channing Capital Management, LLC | 88,059 | $14.5M | 0.41% | +3,754+4.5% | Added |
| North Star Asset Management Inc | 90,468 | $14.9M | 0.75% | −469−0.5% | Reduced |
| First Trust Advisors LP | 90,486 | $14.9M | 0.01% | +10,702+13.4% | Added |
| Swiss National Bank | 90,700 | $14.9M | 0.01% | −1,300−1.4% | Reduced |
| UBS Asset Management Americas Inc | 92,818 | $15.3M | 0.01% | −7,673−7.6% | Reduced |
| Hallmark Capital Management Inc | 97,648 | $16.1M | 1.29% | −10,055−9.3% | Reduced |
| Legal & General Group Plc | 98,078 | $16.1M | 0.00% | +119+0.1% | Added |
| California Public Employees Retirement System | 98,552 | $16.2M | 0.01% | −1,739−1.7% | Reduced |
| Millennium Management LLC | 99,153 | $16.3M | 0.02% | +49,466+99.6% | Added |
| Fred Alger Management, LLC | 100,577 | $16.5M | 0.04% | −3,552−3.4% | Reduced |
| Rhumbline Advisers | 110,144 | $18.1M | 0.02% | −3,256−2.9% | Reduced |
| Nuveen Asset Management, LLC | 116,930 | $19.2M | 0.01% | −6,478−5.2% | Reduced |
| Foundry Partners, LLC | 119,223 | $19.6M | 0.69% | +22,613+23.4% | Added |
| Wallace Capital Management Inc. | 128,878 | $21.2M | 2.97% | −9,060−6.6% | Reduced |
| CTF Capital Management, LP | 130,000 | $21.4M | 13.80% | +130,000 | New |
| Polar Capital Holdings Plc | 143,012 | $23.5M | 0.12% | 00.0% | Unchanged |
| Bank of America Corp | 152,750 | $25.1M | 0.00% | +1,074+0.7% | Added |
| Macquarie Group Ltd | 157,376 | $25.9M | 0.02% | +42,792+37.3% | Added |
| American Century Companies Inc | 157,418 | $25.9M | 0.02% | +128,750+449.1% | Added |
| Raymond James & Associates | 176,695 | $29.1M | 0.02% | −21,154−10.7% | Reduced |
| Parametric Portfolio Associates LLC | 185,343 | $30.5M | 0.02% | −2,116−1.1% | Reduced |
| LGT Capital Partners Ltd. | 201,776 | $33.2M | 0.88% | −35,060−14.8% | Reduced |
| Schroder Investment Management Group | 210,396 | $34.6M | 0.05% | +53,252+33.9% | Added |
| Goldman Sachs Group Inc | 235,192 | $38.7M | 0.01% | +36,324+18.3% | Added |
| Invesco Ltd. | 245,993 | $40.5M | 0.01% | −16,545−6.3% | Reduced |
| Amundi | 301,660 | $47.7M | 0.03% | +301,660 | New |
| Principal Financial Group Inc | 292,620 | $48.1M | 0.03% | +150,170+105.4% | Added |
| Bruni J V & Co | 311,954 | $51.3M | 6.33% | +1,039+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 334,203 | $55.0M | 0.07% | −131,230−28.2% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 335,073 | $55.1M | 0.85% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 343,363 | $56.5M | 0.02% | −920.0% | Reduced |
| Victory Capital Management Inc | 360,570 | $59.3M | 0.05% | −2,883−0.8% | Reduced |
| Norges Bank | 366,008 | $60.2M | 0.01% | +5,045+1.4% | Added |
| Jupiter Asset Management Ltd | 365,378 | $60.2M | 0.66% | −31,312−7.9% | Reduced |
| Northern Trust Corp | 377,010 | $62.0M | 0.01% | +4,953+1.3% | Added |
| Bank of New York Mellon Corp | 450,581 | $74.1M | 0.01% | −1870.0% | Reduced |
| Geode Capital Management, LLC | 544,293 | $89.5M | 0.01% | −10,162−1.8% | Reduced |
| Dimensional Fund Advisors LP | 734,387 | $120.8M | 0.04% | −6,198−0.8% | Reduced |
| JPMorgan Chase & Co | 816,904 | $134.4M | 0.02% | +20,179+2.5% | Added |
| Lyrical Asset Management LP | 862,700 | $141.9M | 1.90% | −89,797−9.4% | Reduced |
| Ariel Investments, LLC | 897,648 | $147.7M | 1.24% | +54,839+6.5% | Added |
| State Street Corp | 1,297,974 | $213.5M | 0.01% | +13,758+1.1% | Added |
| Kiltearn Partners LLP | 1,399,330 | $230.2M | 9.51% | −34,845−2.4% | Reduced |
| Spyglass Capital Management LLC | 1,466,679 | $241.3M | 6.40% | −113,049−7.2% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 1,537,161 | $252.9M | 4.24% | −62,600−3.9% | Reduced |
| FMR LLC | 1,568,857 | $258.1M | 0.02% | +8,128+0.5% | Added |
| Clarkston Capital Partners, LLC | 1,628,353 | $267.9M | 4.59% | −230,035−12.4% | Reduced |
| Atlanta Capital Management Co L L C | 2,356,483 | $387.7M | 1.31% | +12,773+0.5% | Added |
| Vanguard Group Inc | 3,615,357 | $594.8M | 0.01% | −8,713−0.2% | Reduced |
| BlackRock Inc. | 3,687,323 | $606.6M | 0.02% | +263,316+7.7% | Added |
| EdgePoint Investment Group Inc. | 5,838,819 | $960.5M | 7.33% | −1,091,974−15.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −60,721−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −53,008−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −44,796−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,606−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −11,485−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,284−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −5,321−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,931−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −4,445−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −2,538−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,494−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |