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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 3,129 | $365.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,101 | $362.0K | 0.02% | +675+27.8% | Added |
| Procyon Private Wealth Partners, LLC | 3,094 | $361.0K | 0.08% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,100 | $361.0K | 0.00% | +3,100 | New |
| US Bancorp | 3,062 | $357.0K | 0.00% | +223+7.9% | Added |
| Cresset Asset Management, LLC | 3,008 | $351.0K | 0.00% | +3,008 | New |
| Trail Ridge Investment Advisors, LLC | 2,969 | $346.0K | 0.23% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,915 | $339.0K | 0.10% | +525+22.0% | Added |
| Pictet Asset Management SA | 2,900 | $338.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,893 | $337.0K | 0.14% | +2,893 | New |
| Squarepoint Ops LLC | 2,859 | $333.0K | 0.00% | +1,361+90.9% | Added |
| Winton Group Ltd | 2,812 | $328.0K | 0.02% | +9+0.3% | Added |
| Acadian Asset Management LLC | 2,693 | $314.0K | 0.00% | −2,126−44.1% | Reduced |
| Mercer Global Advisors Inc | 2,593 | $302.0K | 0.00% | +2,593 | New |
| Diversified Trust Co | 2,510 | $293.0K | 0.01% | −397−13.7% | Reduced |
| Harbor Advisors LLC | 2,500 | $292.0K | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,489 | $290.0K | 0.05% | −801−24.3% | Reduced |
| Coldstream Capital Management Inc | 2,316 | $270.0K | 0.01% | +78+3.5% | Added |
| CWM, LLC | 2,284 | $266.0K | 0.00% | +375+19.6% | Added |
| Cadent Capital Advisors, LLC | 2,194 | $256.0K | 0.15% | 00.0% | Unchanged |
| Shelton Capital Management | 2,183 | $255.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,151 | $251.0K | 0.01% | +3+0.1% | Added |
| HRT Financial LP | 2,052 | $239.0K | 0.00% | −13,832−87.1% | Reduced |
| Blueshift Asset Management, LLC | 1,904 | $222.0K | 0.04% | +1,904 | New |
| Greenleaf Trust | 1,885 | $220.0K | 0.00% | +447+31.1% | Added |
| Captrust Financial Advisors | 1,847 | $215.0K | 0.00% | +869+88.9% | Added |
| 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 |
| Silvercrest Asset Management Group LLC | 1,758 | $205.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,400 | $163.0K | 0.00% | +600+75.0% | Added |
| Royal Bank of Canada | 1,146 | $134.0K | 0.00% | −17,012−93.7% | Reduced |
| Quent Capital, LLC | 1,111 | $130.0K | 0.03% | +12+1.1% | Added |
| Covestor Ltd | 1,098 | $128.0K | 0.11% | +122+12.5% | Added |
| Altshuler Shaham Ltd | 1,062 | $124.0K | 0.00% | +1,062 | New |
| Point72 Hong Kong Ltd | 1,025 | $120.0K | 0.01% | +1,025 | New |
| KBC Group NV | 955 | $112.0K | 0.00% | +545+132.9% | Added |
| Sutton Wealth Advisors Inc. | 899 | $104.8K | 0.04% | +1+0.1% | Added |
| Column Capital Advisors, LLC | 890 | $104.0K | 0.02% | +133+17.6% | Added |
| Smithfield Trust Co | 883 | $103.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 696 | $81.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 678 | $79.0K | 0.00% | +403+146.5% | Added |
| Allspring Global Investments Holdings, LLC | 652 | $76.0K | 0.00% | −45,850−98.6% | Reduced |
| Signaturefd, LLC | 644 | $75.0K | 0.00% | +322+100.0% | Added |
| Meeder Asset Management Inc | 537 | $63.0K | 0.00% | +501+1,391.7% | Added |
| EMC Capital Management | 524 | $61.0K | 0.05% | +178+51.4% | Added |
| Advisor Group Holdings, Inc. | 486 | $58.0K | 0.00% | +45+10.2% | Added |
| Rockefeller Capital Management L.P. | 488 | $55.0K | 0.00% | +149+44.0% | Added |
| Northwestern Mutual Wealth Management Co | 442 | $52.0K | 0.00% | +81+22.4% | Added |
| CX Institutional | 402 | $47.0K | 0.00% | +402 | New |
| Quadrant Capital Group LLC | 366 | $43.0K | 0.01% | +149+68.7% | Added |
| Whittier Trust Co | 325 | $38.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $38.0K | 0.02% | +330 | New |
| Nomura Asset Management Co Ltd | 310 | $36.1K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 312 | $36.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 257 | $30.0K | 0.00% | +94+57.7% | Added |
| National Bank of Canada | 250 | $29.0K | 0.00% | −14,800−98.3% | Reduced |
| Parallel Advisors, LLC | 241 | $28.0K | 0.00% | +112+86.8% | Added |
| 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 |
| IFP Advisors, Inc | 281 | $19.0K | 0.00% | −270−49.0% | Reduced |
| Investors Research Corp | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 127 | $14.0K | 0.00% | +47+58.8% | Added |
| Riverview Trust Co | 110 | $13.0K | 0.01% | +110 | New |
| 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 |
| Caldwell Trust Co | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Money Concepts Capital Corp | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 65 | $8.00K | 0.00% | +6+10.2% | Added |
| 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 |
| Umb Bank N A | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Venture Visionary Partners LLC | 11 | $1.28K | 0.00% | +11 | New |
| 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 |