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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, 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.

Institutional holdersQ1 2022: 335 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 heldQ1 2022: $5.32B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q4 2021.

Institutions holding AMG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Umb Bank N A49$7.00K0.00%+19+63.3%Added
Capital Advisory Group Advisory Services, LLC50$7.00K0.00%+50New
Vigilant Capital Management, LLC43$6.00K0.00%00.0%Unchanged
Elequin Capital LP43$6.00K0.00%+43New
Massmutual Trust Co FSB37$5.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC34$5.00K0.00%+20+142.9%Added
Meeder Asset Management Inc36$5.00K0.00%+36New
Crewe Advisors LLC35$5.00K0.00%+35New
JJJ Advisors Inc.31$4.00K0.00%00.0%Unchanged
West Branch Capital LLC31$4.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC25$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC31$4.00K0.00%+8+34.8%Added
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
Cordant, Inc.21$3.00K0.00%+21New
Glassman Wealth Services11$2.00K0.00%−6−35.3%Reduced
FourThought Financial, LLC16$2.00K0.00%00.0%Unchanged
Zullo Investment Group, Inc.16$2.00K0.00%00.0%Unchanged
Lake Point Wealth Management13$2.00K0.00%00.0%Unchanged
Schubert & Co11$2.00K0.00%+3+37.5%Added
Assetmark, Inc12$2.00K0.00%+12New
Lloyd Advisory Services, LLC.12$2.00K0.00%+12New
TCWP LLC19$2.00K0.00%+19New
American Portfolios Advisors9$1.27K0.00%00.0%Unchanged
Allworth Financial LP6$1.00K0.00%−114−95.0%Reduced
Ci Investments Inc.10$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc9$1.00K0.00%00.0%Unchanged
CVA Family Office, LLC5$1.00K0.00%00.0%Unchanged
Central Trust Co8$1.00K0.00%+8New
Disciplined Investments, LLC9$1.00K0.00%+9New
Raffa Wealth Management, LLC6$8460.00%00.0%Unchanged
Koshinski Asset Management, Inc.4$5640.00%−8−66.7%Reduced
Sargent Bickham Lagudis LLC2$00.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$00.00%00.0%Unchanged
Proequities, Inc.0$00.00%−150−100.0%Sold out
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)0$00.00%−335,073−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−48,154−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−26,020−100.0%Sold out
Dorsey Wright & Associates0$00.00%−16,509−100.0%Sold out
Twinbeech Capital LP0$00.00%−14,580−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−13,945−100.0%Sold out
Capitolis Advisors LLC0$00.00%−13,125−100.0%Sold out
Twin Tree Management, LP0$00.00%−11,321−100.0%Sold out
Empowered Funds, LLC0$00.00%−10,713−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−8,000−100.0%Sold out
Natixis0$00.00%−7,600−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−7,271−100.0%Sold out
Shilanski & Associates, Inc.0$00.00%−7,024−100.0%Sold out
APG Asset Management N.V.0$00.00%−7,435−100.0%Sold out
FIL Ltd0$00.00%−6,409−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−5,941−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−5,066−100.0%Sold out
Rothschild Investment Corp0$00.00%−4,804−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−3,450−100.0%Sold out
Ballentine Partners, LLC0$00.00%−3,131−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−3,063−100.0%Sold out
Lingohr & Partner Asset Management GmbH0$00.00%−2,833−100.0%Sold out
IndexIQ Advisors LLC0$00.00%−2,834−100.0%Sold out
Hancock Whitney Investment Services Inc.0$00.00%−2,768−100.0%Sold out
Virtu Financial LLC0$00.00%−2,453−100.0%Sold out
People's United Financial, Inc.0$00.00%−1,874−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−1,855−100.0%Sold out
Pendal Group Limited0$00.00%−1,850−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,390−100.0%Sold out
Investment Partners, Ltd.0$00.00%−1,344−100.0%Sold out
Forum Financial Management, LP0$00.00%−1,326−100.0%Sold out
Tolleson Wealth Management, Inc.0$00.00%−1,319−100.0%Sold out
MAI Capital Management0$00.00%−1,253−100.0%Sold out
Alta Capital Management LLC0$00.00%−1,240−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−1,227−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−737−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−485−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−435−100.0%Sold out
Truvestments Capital LLC0$00.00%−330−100.0%Sold out
State of Wyoming0$00.00%−267−100.0%Sold out
NN Investment Partners Holdings N.V.0$00.00%−209−100.0%Sold out
Signet Financial Management, LLC0$00.00%−174−100.0%Sold out
FSB Premier Wealth Management, Inc.0$00.00%−43−100.0%Sold out
McDonald Partners LLC0$00.00%−31−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−31−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−30−100.0%Sold out
Motley Fool Asset Management LLC0$00.00%−18−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−16−100.0%Sold out
Benjamin Edwards Inc0$00.00%−11−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−10−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−12−100.0%Sold out
Chilton Capital Management LLC0$00.00%−4−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−5−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−5−100.0%Sold out
Bell Investment Advisors, Inc––––Not filed
Carroll Financial Associates, Inc.––––Not filed
NEXT Financial Group, Inc––––Not filed