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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 3,970 | $559.0K | 0.02% | +1,496+60.5% | Added |
| 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 |
| Cubic Asset Management, LLC | 3,894 | $549.0K | 0.13% | −3,005−43.6% | Reduced |
| Cornercap Investment Counsel Inc | 3,788 | $534.0K | 0.06% | −387−9.3% | Reduced |
| Colony Group LLC | 3,761 | $530.0K | 0.01% | +6+0.2% | Added |
| Securian Asset Management, Inc | 3,695 | $521.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,551 | $501.0K | 0.00% | −12−0.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,520 | $496.0K | 0.06% | −1,130−24.3% | Reduced |
| SkyView Investment Advisors, LLC | 3,484 | $491.0K | 0.12% | −8,525−71.0% | Reduced |
| CIBC World Markets Inc. | 3,396 | $479.0K | 0.00% | −37−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 3,372 | $476.0K | 0.01% | −790−19.0% | Reduced |
| Summit Global Investments | 3,336 | $470.0K | 0.03% | +3,336 | New |
| O'Shaughnessy Asset Management, LLC | 3,310 | $467.0K | 0.01% | −47,555−93.5% | Reduced |
| Aigen Investment Management, LP | 3,290 | $464.0K | 0.08% | +3,290 | New |
| KB Financial Partners, LLC | 3,260 | $459.0K | 0.13% | +514+18.7% | Added |
| 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 |
| Procyon Private Wealth Partners, LLC | 3,094 | $436.0K | 0.09% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 3,000 | $423.0K | 0.05% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,969 | $418.0K | 0.26% | 00.0% | Unchanged |
| Diversified Trust Co | 2,907 | $410.0K | 0.01% | +1,113+62.0% | Added |
| Pictet Asset Management SA | 2,900 | $409.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,839 | $400.0K | 0.00% | −2,077−42.2% | Reduced |
| Winton Group Ltd | 2,803 | $395.0K | 0.02% | +1,517+118.0% | Added |
| SEI Investments Co | 2,966 | $368.0K | 0.00% | −4,821−61.9% | Reduced |
| Relative Value Partners Group, LLC | 2,540 | $358.0K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,500 | $352.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 2,426 | $342.0K | 0.02% | −93−3.7% | Reduced |
| Ironwood Investment Counsel, LLC | 2,390 | $336.0K | 0.08% | −250−9.5% | Reduced |
| Coldstream Capital Management Inc | 2,238 | $315.0K | 0.01% | −239−9.6% | Reduced |
| Cadent Capital Advisors, LLC | 2,194 | $309.0K | 0.14% | 00.0% | Unchanged |
| Shelton Capital Management | 2,183 | $308.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,148 | $303.0K | 0.01% | −318−12.9% | Reduced |
| Oak Thistle LLC | 2,110 | $298.0K | 0.16% | +891+73.1% | Added |
| United Capital Financial Advisers, LLC | 2,035 | $287.0K | 0.00% | +54+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 2,015 | $284.0K | 0.08% | −316−13.6% | Reduced |
| Paloma Partners Management Co | 2,000 | $282.0K | 0.02% | −20,088−90.9% | Reduced |
| Wade G W & Inc | 1,936 | $273.0K | 0.01% | +373+23.9% | Added |
| CWM, LLC | 1,909 | $269.0K | 0.00% | +881+85.7% | Added |
| LPL Financial LLC | 1,878 | $265.0K | 0.00% | −1,611−46.2% | Reduced |
| Integrated Investment Consultants, LLC | 1,875 | $264.0K | 0.07% | −25−1.3% | 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 |
| Tower Research Capital LLC (TRC) | 1,837 | $259.0K | 0.00% | −4,828−72.4% | Reduced |
| Advisory Services Network, LLC | 1,822 | $257.0K | 0.01% | −7−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 1,758 | $248.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| CIBC Private Wealth Group, LLC | 1,644 | $232.0K | 0.00% | +56+3.5% | Added |
| Gsa Capital Partners LLP | 1,614 | $227.0K | 0.03% | −492−23.4% | Reduced |
| FDx Advisors, Inc. | 1,582 | $223.0K | 0.01% | +1,582 | New |
| HighTower Advisors, LLC | 1,520 | $212.0K | 0.00% | −95−5.9% | Reduced |
| 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 |
| Greenleaf Trust | 1,438 | $203.0K | 0.00% | +92+6.8% | Added |
| Quent Capital, LLC | 1,099 | $155.0K | 0.03% | +290+35.8% | Added |
| Captrust Financial Advisors | 978 | $138.0K | 0.00% | +152+18.4% | Added |
| Covestor Ltd | 976 | $138.0K | 0.10% | +466+91.4% | Added |
| Sutton Wealth Advisors Inc. | 898 | $126.6K | 0.04% | −5−0.6% | Reduced |
| Smithfield Trust Co | 883 | $124.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 800 | $113.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 800 | $113.0K | 0.00% | +800 | New |
| Column Capital Advisors, LLC | 757 | $107.0K | 0.02% | −7−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 696 | $98.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 441 | $77.0K | 0.00% | −9,112−95.4% | Reduced |
| KBC Group NV | 410 | $58.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 361 | $51.0K | 0.00% | −24−6.2% | Reduced |
| Rockefeller Capital Management L.P. | 339 | $47.0K | 0.00% | +133+64.6% | Added |
| Whittier Trust Co | 325 | $46.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 322 | $45.0K | 0.00% | −19−5.6% | Reduced |
| Baystate Wealth Management LLC | 312 | $44.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $43.7K | 0.00% | +310 | New |
| EMC Capital Management | 346 | $43.0K | 0.03% | +346 | New |
| 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 |
| Quadrant Capital Group LLC | 217 | $31.0K | 0.00% | +22+11.3% | Added |
| Valeo Financial Advisors, LLC | 26,542 | $30.0K | 0.00% | +26,542 | New |
| TCI Wealth Advisors, Inc. | 206 | $29.0K | 0.00% | +1+0.5% | Added |
| Penserra Capital Management LLC | 182 | $25.0K | 0.00% | +8+4.6% | Added |
| Fifth Third Bancorp | 163 | $23.0K | 0.00% | +13+8.7% | Added |
| Investors Research Corp | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 129 | $19.0K | 0.00% | +26+25.2% | Added |
| San Luis Wealth Advisors LLC | 105 | $17.0K | 0.01% | +105 | New |
| SJS Investment Consulting Inc. | 119 | $16.0K | 0.00% | +2+1.7% | Added |
| Caldwell Trust Co | 100 | $14.1K | 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 |
| Gemmer Asset Management LLC | 89 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 75 | $11.0K | 0.00% | 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 |
| Gables Capital Management Inc. | 62 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 59 | $8.00K | 0.00% | +23+63.9% | Added |
| First Horizon Advisors, Inc. | 57 | $8.00K | 0.00% | +46+418.2% | Added |