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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ4 2021: 365 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ4 2021: $6.45B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
NN Investment Partners Holdings N.V.209$34.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.205$34.0K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.206$33.0K0.00%+85+70.2%Added
Quadrant Capital Group LLC195$32.0K0.00%−39−16.7%Reduced
Signet Financial Management, LLC174$29.0K0.00%+174New
Penserra Capital Management LLC174$28.0K0.00%+31+21.7%Added
Lazard Asset Management LLC156$25.0K0.00%00.0%Unchanged
Investors Research Corp150$25.0K0.01%00.0%Unchanged
Fifth Third Bancorp150$25.0K0.00%+16+11.9%Added
Proequities, Inc.150$25.0K0.00%+33+28.2%Added
Allworth Financial LP120$20.0K0.00%+49+69.0%Added
Parkside Financial Bank & Trust116$19.0K0.00%+116New
SJS Investment Consulting Inc.117$19.0K0.01%+117New
Parallel Advisors, LLC103$17.0K0.00%−25−19.5%Reduced
Steward Partners Investment Advisory, LLC101$17.0K0.00%00.0%Unchanged
Caldwell Trust Co100$16.5K0.00%00.0%Unchanged
Repertoire Partners LP100$16.0K0.01%+100New
Gemmer Asset Management LLC89$15.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC85$14.0K0.00%00.0%Unchanged
First Manhattan Co80$13.0K0.00%00.0%Unchanged
Arcadia Investment Management Corp75$12.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC73$12.0K0.00%00.0%Unchanged
Gables Capital Management Inc.62$10.0K0.01%00.0%Unchanged
Huntington National Bank63$10.0K0.00%+16+34.0%Added
Vigilant Capital Management, LLC43$7.00K0.00%00.0%Unchanged
FSB Premier Wealth Management, Inc.43$7.00K0.00%+43New
Ellevest, Inc.36$6.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB37$6.00K0.00%+10+37.0%Added
McDonald Partners LLC31$5.10K0.00%+31New
Absolute Capital Management, LLC31$5.10K0.00%+31New
JJJ Advisors Inc.31$5.00K0.00%−3−8.8%Reduced
West Branch Capital LLC31$5.00K0.00%00.0%Unchanged
Umb Bank N A30$5.00K0.00%+30New
CoreCap Advisors, LLC30$5.00K0.00%+30New
Asset Dedication, LLC23$4.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC25$4.00K0.00%+25New
Creative Financial Designs Inc20$3.00K0.00%00.0%Unchanged
Earnest Partners LLC19$3.00K0.00%00.0%Unchanged
Concord Wealth Partners18$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc18$3.00K0.00%00.0%Unchanged
Glassman Wealth Services17$3.00K0.00%+6+54.5%Added
FourThought Financial, LLC16$3.00K0.00%00.0%Unchanged
Motley Fool Asset Management LLC18$3.00K0.00%+18New
Zullo Investment Group, Inc.16$3.00K0.00%+16New
Anchor Investment Management, LLC16$2.63K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.10$2.00K0.00%−9−47.4%Reduced
Ci Investments Inc.10$2.00K0.00%−3−23.1%Reduced
First Horizon Advisors, Inc.11$2.00K0.00%00.0%Unchanged
Lake Point Wealth Management13$2.00K0.00%00.0%Unchanged
Benjamin Edwards Inc11$2.00K0.00%+11New
JFS Wealth Advisors, LLC14$2.00K0.00%+14New
Tyler-Stone Wealth Management12$2.00K0.00%+12New
Koshinski Asset Management, Inc.12$1.97K0.00%00.0%Unchanged
American Portfolios Advisors9$1.48K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.7$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.5$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc9$1.00K0.00%00.0%Unchanged
Chilton Capital Management LLC4$1.00K0.00%+4New
NEXT Financial Group, Inc7$1.00K0.00%+7New
CVA Family Office, LLC5$1.00K0.00%+5New
Schubert & Co8$1.00K0.00%+8New
Raffa Wealth Management, LLC6$9870.00%00.0%Unchanged
TD Private Client Wealth LLC5$8230.00%−27−84.4%Reduced
Sargent Bickham Lagudis LLC2$00.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$00.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC0$00.00%−60,721−100.0%Sold out
Gillson Capital LP0$00.00%−53,008−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−50,000−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−44,796−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−15,606−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−11,485−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−9,284−100.0%Sold out
Nomura Holdings Inc0$00.00%−7,800−100.0%Sold out
Meeder Asset Management Inc0$00.00%−6,365−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−5,321−100.0%Sold out
Boston Private Wealth LLC0$00.00%−4,931−100.0%Sold out
DuPont Capital Management Corp0$00.00%−4,445−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,387−100.0%Sold out
Centiva Capital, LP0$00.00%−3,255−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,859−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−2,538−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−2,433−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−1,732−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,494−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−1,440−100.0%Sold out
Atom Investors LP0$00.00%−1,425−100.0%Sold out
Kore Private Wealth LLC0$00.00%−1,410−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−1,400−100.0%Sold out
CX Institutional0$00.00%−401−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−50−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−32−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−27−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−2−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−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