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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 4,857 | $799.0K | 0.01% | +1,604+49.3% | Added |
| Rothschild Investment Corp | 4,804 | $791.0K | 0.06% | +30+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 4,650 | $765.0K | 0.08% | +4,650 | New |
| ETF Managers Group, LLC | 4,582 | $755.0K | 0.01% | +216+4.9% | Added |
| Bank of Montreal | 4,492 | $747.0K | 0.00% | −25,856−85.2% | Reduced |
| Susquehanna International Group, LLP | 4,523 | $744.0K | 0.00% | +690+18.0% | Added |
| Xponance, Inc. | 4,508 | $742.0K | 0.01% | −101−2.2% | Reduced |
| Franklin Resources Inc | 4,225 | $695.0K | 0.00% | +90+2.2% | Added |
| Impax Asset Management Group plc | 4,199 | $691.0K | 0.00% | −114−2.6% | Reduced |
| Cornercap Investment Counsel Inc | 4,175 | $687.0K | 0.10% | +69+1.7% | Added |
| Crossmark Global Holdings, Inc. | 4,162 | $685.0K | 0.01% | +500+13.7% | Added |
| Squarepoint Ops LLC | 4,145 | $682.0K | 0.00% | −4,233−50.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,900 | $642.0K | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,900 | $641.0K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 3,755 | $618.0K | 0.01% | −146−3.7% | Reduced |
| Securian Asset Management, Inc | 3,695 | $608.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,563 | $586.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 3,489 | $574.0K | 0.00% | +38+1.1% | Added |
| Hillsdale Investment Management Inc. | 3,450 | $567.0K | 0.04% | −250−6.8% | Reduced |
| CIBC World Markets Inc. | 3,433 | $565.0K | 0.00% | −249−6.8% | Reduced |
| 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 |
| Procyon Private Wealth Partners, LLC | 3,094 | $509.0K | 0.11% | +593+23.7% | Added |
| Ontario Teachers Pension Plan Board | 3,063 | $504.0K | 0.01% | +497+19.4% | Added |
| Meristem Family Wealth, LLC | 3,000 | $494.0K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,993 | $492.0K | 0.00% | −1,310−30.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,969 | $488.0K | 0.29% | +2,969 | New |
| SkyView Investment Advisors, LLC | 12,009 | $485.0K | 0.11% | +12,009 | New |
| Pictet Asset Management SA | 2,900 | $477.0K | 0.00% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 2,833 | $467.0K | 1.17% | +2,833 | New |
| IndexIQ Advisors LLC | 2,834 | $466.0K | 0.02% | −183−6.1% | Reduced |
| Hancock Whitney Investment Services Inc. | 2,768 | $457.0K | 0.08% | +2,768 | New |
| KB Financial Partners, LLC | 2,746 | $452.0K | 0.13% | −420−13.3% | Reduced |
| Graham Capital Management, L.P. | 2,719 | $447.0K | 0.02% | +2,719 | New |
| Ironwood Investment Counsel, LLC | 2,640 | $434.0K | 0.10% | −170−6.0% | Reduced |
| Cerity Partners LLC | 2,565 | $421.0K | 0.01% | +2,565 | New |
| Relative Value Partners Group, LLC | 2,540 | $418.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 2,519 | $414.0K | 0.02% | +1,025+68.6% | Added |
| Citadel Advisors LLC | 2,511 | $413.0K | 0.00% | +531+26.8% | Added |
| Harbor Advisors LLC | 2,500 | $411.0K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,477 | $407.0K | 0.01% | +2,477 | 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 |
| Virtu Financial LLC | 2,453 | $404.0K | 0.04% | +2,453 | New |
| Two Sigma Investments, LP | 2,369 | $390.0K | 0.00% | +2,369 | New |
| Campbell & CO Investment Adviser LLC | 2,331 | $383.0K | 0.13% | +2,331 | New |
| Cadent Capital Advisors, LLC | 2,194 | $361.0K | 0.16% | +178+8.8% | Added |
| Shelton Capital Management | 2,183 | $359.0K | 0.01% | −180−7.6% | Reduced |
| Gsa Capital Partners LLP | 2,106 | $346.0K | 0.04% | +2,106 | New |
| Profund Advisors LLC | 2,093 | $344.0K | 0.01% | −36−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 1,981 | $326.0K | 0.00% | +5+0.3% | Added |
| 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 |
| People's United Financial, Inc. | 1,874 | $308.0K | 0.01% | −815−30.3% | Reduced |
| Marshall Wace, LLP | 1,852 | $306.0K | 0.00% | −4,582−71.2% | Reduced |
| 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 |
| Pendal Group Limited | 1,850 | $304.0K | 0.00% | +1,850 | New |
| Martingale Asset Management L P | 1,833 | $302.0K | 0.00% | +277+17.8% | Added |
| JustInvest LLC | 1,830 | $301.0K | 0.02% | −417−18.6% | Reduced |
| Advisory Services Network, LLC | 1,829 | $300.0K | 0.01% | −192−9.5% | Reduced |
| Diversified Trust Co | 1,794 | $295.0K | 0.01% | +280+18.5% | Added |
| Silvercrest Asset Management Group LLC | 1,758 | $289.0K | 0.00% | −642−26.8% | Reduced |
| CIBC Asset Management Inc | 1,692 | $278.0K | 0.00% | +26+1.6% | Added |
| HighTower Advisors, LLC | 1,615 | $264.0K | 0.00% | +1,615 | New |
| 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 |
| Wade G W & Inc | 1,563 | $257.0K | 0.01% | +4+0.3% | Added |
| JBF Capital, Inc. | 1,500 | $247.0K | 0.05% | −250−14.3% | Reduced |
| Point72 Hong Kong Ltd | 1,390 | $229.0K | 0.02% | −1,666−54.5% | Reduced |
| Greenleaf Trust | 1,346 | $221.0K | 0.00% | −2−0.1% | Reduced |
| Investment Partners, Ltd. | 1,344 | $221.0K | 0.09% | +1,344 | New |
| Forum Financial Management, LP | 1,326 | $218.0K | 0.01% | +1,326 | New |
| Tolleson Wealth Management, Inc. | 1,319 | $217.0K | 0.06% | +1,319 | New |
| Winton Group Ltd | 1,286 | $212.0K | 0.01% | −7,900−86.0% | Reduced |
| MAI Capital Management | 1,253 | $206.0K | 0.00% | +1,253 | New |
| Alta Capital Management LLC | 1,240 | $203.0K | 0.01% | +1,240 | New |
| Sheets Smith Wealth Management | 1,227 | $202.0K | 0.03% | +1,227 | New |
| Oak Thistle LLC | 1,219 | $200.0K | 0.16% | +1,219 | New |
| CWM, LLC | 1,028 | $169.0K | 0.00% | +1,028 | New |
| Sutton Wealth Advisors Inc. | 903 | $148.6K | 0.05% | +5+0.6% | Added |
| Smithfield Trust Co | 883 | $146.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 826 | $136.0K | 0.00% | +74+9.8% | Added |
| Quent Capital, LLC | 809 | $133.0K | 0.03% | +809 | New |
| Manchester Capital Management LLC | 800 | $132.0K | 0.02% | +800 | New |
| Column Capital Advisors, LLC | 764 | $126.0K | 0.02% | +138+22.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 737 | $121.0K | 0.00% | −5,894−88.9% | Reduced |
| Harvest Fund Management Co., Ltd | 696 | $115.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 510 | $84.0K | 0.12% | +510 | New |
| Confluence Wealth Services, Inc. | 485 | $79.0K | 0.03% | +485 | New |
| Dark Forest Capital Management LP | 435 | $72.0K | 0.03% | −460−51.4% | Reduced |
| KBC Group NV | 410 | $67.0K | 0.00% | +410 | New |
| Northwestern Mutual Wealth Management Co | 385 | $63.0K | 0.00% | +211+121.3% | Added |
| Signaturefd, LLC | 341 | $56.0K | 0.00% | +8+2.4% | Added |
| Truvestments Capital LLC | 330 | $54.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $53.0K | 0.00% | +104+47.1% | Added |
| Baystate Wealth Management LLC | 312 | $51.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 271 | $46.0K | 0.00% | −136−33.4% | Reduced |
| State of Wyoming | 267 | $44.0K | 0.02% | −407−60.4% | Reduced |