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, Q2 2022
Institutional positions in Affiliated Managers Group, Inc. as of Jun 30, 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
- 311
- −18 vs. Q1 2022
- Shares held
- 37.0M
- −531.9K (−1.4%) vs. Q1 2022
- Total value
- $4.33B
- −$959.3M (−18.2%) vs. Q1 2022
- New holders
- 30
- 101 more added
- Sold out
- 48
- 128 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Sargent Bickham Lagudis LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Oliver Lagore Vanvalin Investment Group | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 6 | $700 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 9 | $1.00K | 0.00% | −22−71.0% | Reduced |
| Assetmark, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Versant Capital Management, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +7 | New |
| Steward Financial Group LLC | 9 | $1.00K | 0.00% | +9 | New |
| Venture Visionary Partners LLC | 11 | $1.28K | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 14 | $2.00K | 0.00% | −20−58.8% | Reduced |
| Creative Financial Designs Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $2.00K | 0.00% | +2+18.2% | Added |
| Lake Point Wealth Management | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 13 | $2.00K | 0.00% | +13 | New |
| Private Trust Co NA | 17 | $2.00K | 0.00% | +17 | New |
| AdvisorNet Financial, Inc | 19 | $2.00K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 19 | $2.00K | 0.00% | +19 | New |
| Vigilant Capital Management, LLC | 28 | $3.00K | 0.00% | −15−34.9% | Reduced |
| Crewe Advisors LLC | 29 | $3.00K | 0.00% | −6−17.1% | Reduced |
| Clearstead Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $3.00K | 0.00% | +14+127.3% | Added |
| Simplex Trading, LLC | 36 | $4.00K | 0.00% | −3,934−99.1% | Reduced |
| Asset Dedication, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 62 | $7.00K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 56 | $7.00K | 0.00% | +13+30.2% | Added |
| Bessemer Group Inc | 58 | $7.00K | 0.00% | +58 | New |
| Money Concepts Capital Corp | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 65 | $8.00K | 0.00% | +6+10.2% | Added |
| Plante Moran Financial Advisors, LLC | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 73 | $9.00K | 0.00% | +36+97.3% | Added |
| Ronald Blue Trust, Inc. | 65 | $9.00K | 0.00% | +65 | New |
| Caldwell Trust Co | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 99 | $12.0K | 0.00% | +1+1.0% | Added |
| Repertoire Partners LP | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 110 | $13.0K | 0.01% | +110 | New |
| First Manhattan Co | 127 | $14.0K | 0.00% | +47+58.8% | Added |
| Investors Research Corp | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 281 | $19.0K | 0.00% | −270−49.0% | Reduced |
| TCI Wealth Advisors, Inc. | 206 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 207 | $24.0K | 0.00% | +150+263.2% | Added |
| Parallel Advisors, LLC | 241 | $28.0K | 0.00% | +112+86.8% | Added |
| National Bank of Canada | 250 | $29.0K | 0.00% | −14,800−98.3% | Reduced |
| Fifth Third Bancorp | 257 | $30.0K | 0.00% | +94+57.7% | Added |
| Baystate Wealth Management LLC | 312 | $36.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $36.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $38.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $38.0K | 0.02% | +330 | New |
| Quadrant Capital Group LLC | 366 | $43.0K | 0.01% | +149+68.7% | Added |
| CX Institutional | 402 | $47.0K | 0.00% | +402 | New |
| Northwestern Mutual Wealth Management Co | 442 | $52.0K | 0.00% | +81+22.4% | Added |
| Rockefeller Capital Management L.P. | 488 | $55.0K | 0.00% | +149+44.0% | Added |
| Advisor Group Holdings, Inc. | 486 | $58.0K | 0.00% | +45+10.2% | Added |
| EMC Capital Management | 524 | $61.0K | 0.05% | +178+51.4% | Added |
| Meeder Asset Management Inc | 537 | $63.0K | 0.00% | +501+1,391.7% | Added |
| Signaturefd, LLC | 644 | $75.0K | 0.00% | +322+100.0% | Added |
| Allspring Global Investments Holdings, LLC | 652 | $76.0K | 0.00% | −45,850−98.6% | Reduced |
| Lazard Asset Management LLC | 678 | $79.0K | 0.00% | +403+146.5% | Added |
| Harvest Fund Management Co., Ltd | 696 | $81.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 883 | $103.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 890 | $104.0K | 0.02% | +133+17.6% | Added |
| Sutton Wealth Advisors Inc. | 899 | $104.8K | 0.04% | +1+0.1% | Added |
| KBC Group NV | 955 | $112.0K | 0.00% | +545+132.9% | Added |
| Point72 Hong Kong Ltd | 1,025 | $120.0K | 0.01% | +1,025 | New |
| Altshuler Shaham Ltd | 1,062 | $124.0K | 0.00% | +1,062 | New |
| Covestor Ltd | 1,098 | $128.0K | 0.11% | +122+12.5% | Added |
| Quent Capital, LLC | 1,111 | $130.0K | 0.03% | +12+1.1% | Added |
| Royal Bank of Canada | 1,146 | $134.0K | 0.00% | −17,012−93.7% | Reduced |
| Canada Pension Plan Investment Board | 1,400 | $163.0K | 0.00% | +600+75.0% | Added |
| Silvercrest Asset Management Group LLC | 1,758 | $205.0K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,823 | $213.0K | 0.06% | −40−2.1% | Reduced |
| Advisory Services Network, LLC | 1,829 | $213.0K | 0.01% | +7+0.4% | Added |
| Captrust Financial Advisors | 1,847 | $215.0K | 0.00% | +869+88.9% | Added |
| Greenleaf Trust | 1,885 | $220.0K | 0.00% | +447+31.1% | Added |
| Blueshift Asset Management, LLC | 1,904 | $222.0K | 0.04% | +1,904 | New |
| HRT Financial LP | 2,052 | $239.0K | 0.00% | −13,832−87.1% | Reduced |
| Shell Asset Management Co | 2,151 | $251.0K | 0.01% | +3+0.1% | Added |
| Shelton Capital Management | 2,183 | $255.0K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,194 | $256.0K | 0.15% | 00.0% | Unchanged |
| CWM, LLC | 2,284 | $266.0K | 0.00% | +375+19.6% | Added |
| Coldstream Capital Management Inc | 2,316 | $270.0K | 0.01% | +78+3.5% | Added |
| Aigen Investment Management, LP | 2,489 | $290.0K | 0.05% | −801−24.3% | Reduced |
| Harbor Advisors LLC | 2,500 | $292.0K | 0.07% | 00.0% | Unchanged |
| Diversified Trust Co | 2,510 | $293.0K | 0.01% | −397−13.7% | Reduced |
| Mercer Global Advisors Inc | 2,593 | $302.0K | 0.00% | +2,593 | New |
| Acadian Asset Management LLC | 2,693 | $314.0K | 0.00% | −2,126−44.1% | Reduced |
| Winton Group Ltd | 2,812 | $328.0K | 0.02% | +9+0.3% | Added |