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, Q1 2022
Institutional positions in Affiliated Managers Group, Inc. as of Mar 31, 2022. 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
- 335
- −27 vs. Q4 2021
- Shares held
- 37.8M
- −1.40M (−3.6%) vs. Q4 2021
- Total value
- $5.32B
- −$1.13B (−17.5%) vs. Q4 2021
- New holders
- 28
- 118 more added
- Sold out
- 55
- 129 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4 | $564 | 0.00% | −8−66.7% | Reduced |
| Raffa Wealth Management, LLC | 6 | $846 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $1.00K | 0.00% | −114−95.0% | Reduced |
| Ci Investments Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8 | $1.00K | 0.00% | +8 | New |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +9 | New |
| American Portfolios Advisors | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $2.00K | 0.00% | −6−35.3% | Reduced |
| FourThought Financial, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $2.00K | 0.00% | +3+37.5% | Added |
| Assetmark, Inc | 12 | $2.00K | 0.00% | +12 | New |
| Lloyd Advisory Services, LLC. | 12 | $2.00K | 0.00% | +12 | New |
| TCWP LLC | 19 | $2.00K | 0.00% | +19 | New |
| Creative Financial Designs Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 21 | $3.00K | 0.00% | +21 | New |
| JJJ Advisors Inc. | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $4.00K | 0.00% | +8+34.8% | Added |
| Massmutual Trust Co FSB | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $5.00K | 0.00% | +20+142.9% | Added |
| Meeder Asset Management Inc | 36 | $5.00K | 0.00% | +36 | New |
| Crewe Advisors LLC | 35 | $5.00K | 0.00% | +35 | New |
| Vigilant Capital Management, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 43 | $6.00K | 0.00% | +43 | New |
| Umb Bank N A | 49 | $7.00K | 0.00% | +19+63.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 50 | $7.00K | 0.00% | +50 | New |
| Ellevest, Inc. | 59 | $8.00K | 0.00% | +23+63.9% | Added |
| First Horizon Advisors, Inc. | 57 | $8.00K | 0.00% | +46+418.2% | Added |
| Gables Capital Management Inc. | 62 | $9.00K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 70 | $10.0K | 0.00% | +7+11.1% | Added |
| Money Concepts Capital Corp | 68 | $10.0K | 0.00% | +68 | New |
| GHP Investment Advisors, Inc. | 72 | $10.0K | 0.00% | +72 | New |
| First Manhattan Co | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 89 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 101 | $14.0K | 0.00% | −15−12.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 98 | $14.0K | 0.00% | +13+15.3% | Added |
| Caldwell Trust Co | 100 | $14.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 119 | $16.0K | 0.00% | +2+1.7% | Added |
| San Luis Wealth Advisors LLC | 105 | $17.0K | 0.01% | +105 | New |
| Parallel Advisors, LLC | 129 | $19.0K | 0.00% | +26+25.2% | Added |
| Investors Research Corp | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 163 | $23.0K | 0.00% | +13+8.7% | Added |
| Penserra Capital Management LLC | 182 | $25.0K | 0.00% | +8+4.6% | Added |
| TCI Wealth Advisors, Inc. | 206 | $29.0K | 0.00% | +1+0.5% | Added |
| Valeo Financial Advisors, LLC | 26,542 | $30.0K | 0.00% | +26,542 | New |
| Quadrant Capital Group LLC | 217 | $31.0K | 0.00% | +22+11.3% | Added |
| IFP Advisors, Inc | 551 | $38.0K | 0.00% | +280+103.3% | Added |
| Lazard Asset Management LLC | 275 | $38.0K | 0.00% | +119+76.3% | Added |
| EMC Capital Management | 346 | $43.0K | 0.03% | +346 | New |
| Nomura Asset Management Co Ltd | 310 | $43.7K | 0.00% | +310 | New |
| Baystate Wealth Management LLC | 312 | $44.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 322 | $45.0K | 0.00% | −19−5.6% | Reduced |
| Whittier Trust Co | 325 | $46.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 339 | $47.0K | 0.00% | +133+64.6% | Added |
| Northwestern Mutual Wealth Management Co | 361 | $51.0K | 0.00% | −24−6.2% | Reduced |
| KBC Group NV | 410 | $58.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 441 | $77.0K | 0.00% | −9,112−95.4% | Reduced |
| Harvest Fund Management Co., Ltd | 696 | $98.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 757 | $107.0K | 0.02% | −7−0.9% | Reduced |
| Manchester Capital Management LLC | 800 | $113.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 800 | $113.0K | 0.00% | +800 | New |
| Smithfield Trust Co | 883 | $124.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 898 | $126.6K | 0.04% | −5−0.6% | Reduced |
| Captrust Financial Advisors | 978 | $138.0K | 0.00% | +152+18.4% | Added |
| Covestor Ltd | 976 | $138.0K | 0.10% | +466+91.4% | Added |
| Quent Capital, LLC | 1,099 | $155.0K | 0.03% | +290+35.8% | Added |
| Greenleaf Trust | 1,438 | $203.0K | 0.00% | +92+6.8% | Added |
| Squarepoint Ops LLC | 1,498 | $211.0K | 0.00% | −2,647−63.9% | Reduced |
| JBF Capital, Inc. | 1,500 | $211.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,520 | $212.0K | 0.00% | −95−5.9% | Reduced |
| FDx Advisors, Inc. | 1,582 | $223.0K | 0.01% | +1,582 | New |
| Gsa Capital Partners LLP | 1,614 | $227.0K | 0.03% | −492−23.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,644 | $232.0K | 0.00% | +56+3.5% | Added |
| Wealthcare Advisory Partners LLC | 1,687 | $238.0K | 0.01% | −170−9.2% | Reduced |
| CIBC Asset Management Inc | 1,692 | $238.0K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,758 | $248.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,822 | $257.0K | 0.01% | −7−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,837 | $259.0K | 0.00% | −4,828−72.4% | Reduced |
| Profund Advisors LLC | 1,863 | $263.0K | 0.01% | −230−11.0% | Reduced |
| Nicolet Bankshares Inc | 1,863 | $263.0K | 0.06% | −42−2.2% | Reduced |
| Integrated Investment Consultants, LLC | 1,875 | $264.0K | 0.07% | −25−1.3% | Reduced |
| LPL Financial LLC | 1,878 | $265.0K | 0.00% | −1,611−46.2% | Reduced |
| CWM, LLC | 1,909 | $269.0K | 0.00% | +881+85.7% | Added |
| Wade G W & Inc | 1,936 | $273.0K | 0.01% | +373+23.9% | Added |
| Paloma Partners Management Co | 2,000 | $282.0K | 0.02% | −20,088−90.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,015 | $284.0K | 0.08% | −316−13.6% | Reduced |
| United Capital Financial Advisers, LLC | 2,035 | $287.0K | 0.00% | +54+2.7% | Added |