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 |
|---|---|---|---|---|---|
| Oak Thistle LLC | 2,110 | $298.0K | 0.16% | +891+73.1% | Added |
| Shell Asset Management Co | 2,148 | $303.0K | 0.01% | −318−12.9% | Reduced |
| Shelton Capital Management | 2,183 | $308.0K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,194 | $309.0K | 0.14% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,238 | $315.0K | 0.01% | −239−9.6% | Reduced |
| Ironwood Investment Counsel, LLC | 2,390 | $336.0K | 0.08% | −250−9.5% | Reduced |
| Cornerstone Investment Partners, LLC | 2,426 | $342.0K | 0.02% | −93−3.7% | Reduced |
| Harbor Advisors LLC | 2,500 | $352.0K | 0.07% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,540 | $358.0K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 2,966 | $368.0K | 0.00% | −4,821−61.9% | Reduced |
| Winton Group Ltd | 2,803 | $395.0K | 0.02% | +1,517+118.0% | Added |
| US Bancorp | 2,839 | $400.0K | 0.00% | −2,077−42.2% | Reduced |
| Pictet Asset Management SA | 2,900 | $409.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 2,907 | $410.0K | 0.01% | +1,113+62.0% | Added |
| Trail Ridge Investment Advisors, LLC | 2,969 | $418.0K | 0.26% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 3,000 | $423.0K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,094 | $436.0K | 0.09% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,131 | $441.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,129 | $441.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,260 | $459.0K | 0.13% | +514+18.7% | Added |
| Aigen Investment Management, LP | 3,290 | $464.0K | 0.08% | +3,290 | New |
| O'Shaughnessy Asset Management, LLC | 3,310 | $467.0K | 0.01% | −47,555−93.5% | Reduced |
| Summit Global Investments | 3,336 | $470.0K | 0.03% | +3,336 | New |
| Crossmark Global Holdings, Inc. | 3,372 | $476.0K | 0.01% | −790−19.0% | Reduced |
| CIBC World Markets Inc. | 3,396 | $479.0K | 0.00% | −37−1.1% | Reduced |
| SkyView Investment Advisors, LLC | 3,484 | $491.0K | 0.12% | −8,525−71.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,520 | $496.0K | 0.06% | −1,130−24.3% | Reduced |
| Brown Brothers Harriman & Co | 3,551 | $501.0K | 0.00% | −12−0.3% | Reduced |
| Securian Asset Management, Inc | 3,695 | $521.0K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 3,761 | $530.0K | 0.01% | +6+0.2% | Added |
| Cornercap Investment Counsel Inc | 3,788 | $534.0K | 0.06% | −387−9.3% | Reduced |
| Cubic Asset Management, LLC | 3,894 | $549.0K | 0.13% | −3,005−43.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,900 | $550.0K | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,900 | $550.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,970 | $559.0K | 0.02% | +1,496+60.5% | Added |
| Impax Asset Management Group plc | 4,178 | $589.0K | 0.00% | −21−0.5% | Reduced |
| Ergoteles LLC | 4,362 | $615.0K | 0.02% | −1,964−31.0% | Reduced |
| ExodusPoint Capital Management, LP | 4,391 | $619.0K | 0.01% | −1,025−18.9% | Reduced |
| Guinness Asset Management LTD | 4,409 | $621.0K | 0.02% | −781−15.0% | Reduced |
| Xponance, Inc. | 4,442 | $626.0K | 0.01% | −66−1.5% | Reduced |
| Franklin Resources Inc | 4,484 | $633.0K | 0.00% | +259+6.1% | Added |
| Echo Street Capital Management LLC | 4,625 | $652.0K | 0.00% | −232−4.8% | Reduced |
| Acadian Asset Management LLC | 4,819 | $678.0K | 0.00% | −39,123−89.0% | Reduced |
| ETF Managers Group, LLC | 4,664 | $681.0K | 0.01% | +82+1.8% | Added |
| Bridgewater Associates, LP | 4,875 | $687.0K | 0.00% | −2,330−32.3% | Reduced |
| Engineers Gate Manager LP | 4,890 | $689.0K | 0.03% | −5,326−52.1% | Reduced |
| CenterBook Partners LP | 4,984 | $702.0K | 0.25% | +3,395+213.7% | Added |
| HSBC Holdings PLC | 4,998 | $719.0K | 0.00% | −1,431−22.3% | Reduced |
| AlphaCrest Capital Management LLC | 5,130 | $723.0K | 0.04% | −11,304−68.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,201 | $733.0K | 0.00% | −400−7.1% | Reduced |
| Trexquant Investment LP | 5,259 | $741.0K | 0.03% | +5,259 | New |
| Raymond James Trust N.A. | 5,360 | $755.0K | 0.02% | +265+5.2% | Added |
| JustInvest LLC | 5,379 | $758.0K | 0.04% | +3,549+193.9% | Added |
| Public Employees Retirement Association of Colorado | 5,475 | $772.0K | 0.00% | −915−14.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,506 | $776.0K | 0.00% | −444−7.5% | Reduced |
| RMB Capital Management, LLC | 5,600 | $789.0K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,706 | $804.0K | 0.00% | +29+0.5% | Added |
| CWM Advisors, LLC | 5,705 | $804.0K | 0.09% | +492+9.4% | Added |
| State of Alaska, Department of Revenue | 5,719 | $806.0K | 0.01% | −9,096−61.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,000 | $846.0K | 0.01% | −400−6.3% | Reduced |
| Cerity Partners LLC | 6,251 | $881.0K | 0.01% | +3,686+143.7% | Added |
| Charles Carroll Financial Partners, LLC | 6,350 | $895.0K | 0.93% | −1,700−21.1% | Reduced |
| Martingale Asset Management L P | 6,358 | $897.0K | 0.01% | +4,525+246.9% | Added |
| Guggenheim Capital LLC | 6,534 | $921.0K | 0.01% | −3,658−35.9% | Reduced |
| ProShare Advisors LLC | 6,581 | $928.0K | 0.00% | −590−8.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,752 | $952.0K | 0.02% | +13+0.2% | Added |
| STRS Ohio | 6,972 | $982.0K | 0.00% | −2,277−24.6% | Reduced |
| Utah Retirement Systems | 7,180 | $1.01M | 0.01% | −200−2.7% | Reduced |
| Bank of New Hampshire | 7,330 | $1.03M | 0.25% | +194+2.7% | Added |
| Regions Financial Corp | 7,496 | $1.06M | 0.01% | −105−1.4% | Reduced |
| Federated Hermes, Inc. | 7,617 | $1.07M | 0.00% | −118−1.5% | Reduced |
| Susquehanna International Group, LLP | 7,623 | $1.07M | 0.00% | +3,100+68.5% | Added |
| Holocene Advisors, LP | 7,626 | $1.07M | 0.01% | +7,626 | New |
| Handelsbanken Fonder AB | 7,800 | $1.10M | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,810 | $1.10M | 0.00% | −60,995−88.6% | Reduced |
| Nisa Investment Advisors, LLC | 8,045 | $1.13M | 0.01% | +8,045 | New |
| Commerce Bank | 8,073 | $1.14M | 0.01% | −104−1.3% | Reduced |
| Duality Advisers, LP | 8,334 | $1.18M | 0.13% | +1,940+30.3% | Added |
| Teacher Retirement System of Texas | 8,378 | $1.18M | 0.01% | +373+4.7% | Added |
| Janus Henderson Group PLC | 8,631 | $1.22M | 0.00% | −30.0% | Reduced |
| Bank of Montreal | 8,484 | $1.24M | 0.00% | +3,992+88.9% | Added |
| New Mexico Educational Retirement Board | 8,800 | $1.24M | 0.05% | 00.0% | Unchanged |
| South Dakota Investment Council | 9,041 | $1.27M | 0.03% | −3,624−28.6% | Reduced |
| Envestnet Asset Management Inc | 9,498 | $1.34M | 0.00% | −4,548−32.4% | Reduced |
| Redwood Investment Management, LLC | 9,504 | $1.34M | 0.20% | +1,472+18.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,765 | $1.38M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,899 | $1.40M | 0.00% | −1,564−13.6% | Reduced |
| Graham Capital Management, L.P. | 10,249 | $1.44M | 0.06% | +7,530+276.9% | Added |
| State of Michigan Retirement System | 10,319 | $1.45M | 0.01% | +53+0.5% | Added |
| Jane Street Group, LLC | 10,462 | $1.48M | 0.00% | +7,469+249.5% | Added |
| Louisiana State Employees Retirement System | 10,600 | $1.48M | 0.04% | +100+1.0% | Added |
| Thrivent Financial for Lutherans | 10,622 | $1.50M | 0.00% | −97−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 10,915 | $1.54M | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,989 | $1.55M | 0.01% | −101−0.9% | Reduced |
| Gotham Asset Management, LLC | 11,224 | $1.58M | 0.05% | +2,878+34.5% | Added |
| Sepio Capital, LP | 11,252 | $1.59M | 0.14% | −619−5.2% | Reduced |
| Neuberger Berman Group LLC | 11,312 | $1.59M | 0.00% | +1,247+12.4% | Added |
| Brandywine Global Investment Management, LLC | 11,484 | $1.62M | 0.01% | +312+2.8% | Added |
| Seascape Capital Management | 12,281 | $1.73M | 0.90% | +954+8.4% | Added |
| Stifel Financial Corp | 12,661 | $1.78M | 0.00% | −16,097−56.0% | Reduced |