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, Q3 2022
Institutional positions in Affiliated Managers Group, Inc. as of Sep 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
- 329
- +20 vs. Q2 2022
- Shares held
- 36.3M
- −759.5K (−2.1%) vs. Q2 2022
- Total value
- $4.06B
- −$265.8M (−6.1%) vs. Q2 2022
- New holders
- 45
- 107 more added
- Sold out
- 25
- 113 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 1 | $0 | 0.00% | −18−94.7% | Reduced |
| Sargent Bickham Lagudis LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 6 | $671 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 8 | $1.00K | 0.00% | −8−50.0% | Reduced |
| Ci Investments Inc. | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Assetmark, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $1.00K | 0.00% | +4+44.4% | Added |
| Allworth Financial LP | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Global Retirement Partners, LLC | 9 | $1.00K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Creative Financial Designs Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $2.00K | 0.00% | +1+7.7% | Added |
| Zullo Investment Group, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $2.00K | 0.00% | +17 | New |
| Capital Analysts, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Almanack Investment Partners, LLC. | 14 | $2.00K | 0.00% | +14 | New |
| West Branch Capital LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $4.00K | 0.00% | +8+32.0% | Added |
| Bell Investment Advisors, Inc | 37 | $4.00K | 0.00% | +18+94.7% | Added |
| Massmutual Trust Co FSB | 46 | $5.00K | 0.00% | −27−37.0% | Reduced |
| JFS Wealth Advisors, LLC | 43 | $5.00K | 0.00% | +29+207.1% | Added |
| Umb Bank N A | 56 | $6.00K | 0.00% | +7+14.3% | Added |
| Raleigh Capital Management Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Bourgeon Capital Management LLC | 62 | $7.00K | 0.00% | +62 | New |
| Plante Moran Financial Advisors, LLC | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 87 | $9.00K | 0.01% | −1,011−92.1% | Reduced |
| Hallmark Capital Management Inc | 87 | $10.0K | 0.00% | −97,175−99.9% | Reduced |
| CVA Family Office, LLC | 85 | $10.0K | 0.00% | +80+1,600.0% | Added |
| Steward Partners Investment Advisory, LLC | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 116 | $13.0K | 0.00% | +17+17.2% | Added |
| First Manhattan Co | 127 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 135 | $15.0K | 0.00% | −106−44.0% | Reduced |
| Fifth Third Bancorp | 155 | $17.0K | 0.00% | −102−39.7% | Reduced |
| Investors Research Corp | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 156 | $17.0K | 0.00% | +91+140.0% | Added |
| MUFG Americas Holdings Corp | 150 | $17.0K | 0.00% | +150 | New |
| TCI Wealth Advisors, Inc. | 207 | $23.0K | 0.00% | +1+0.5% | Added |
| First Horizon Advisors, Inc. | 219 | $24.0K | 0.00% | +12+5.8% | Added |
| National Bank of Canada | 250 | $28.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 439 | $32.0K | 0.00% | +158+56.2% | Added |
| Nomura Asset Management Co Ltd | 310 | $34.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 312 | $35.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $36.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $37.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 375 | $42.0K | 0.00% | −269−41.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 434 | $48.0K | 0.00% | −8−1.8% | Reduced |
| Meeder Asset Management Inc | 434 | $49.0K | 0.00% | −103−19.2% | Reduced |
| Quadrant Capital Group LLC | 494 | $55.0K | 0.01% | +128+35.0% | Added |
| Rockefeller Capital Management L.P. | 521 | $57.0K | 0.00% | +33+6.8% | Added |
| EverSource Wealth Advisors, LLC | 523 | $58.0K | 0.01% | +523 | New |
| EMC Capital Management | 524 | $59.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 572 | $66.0K | 0.00% | +507+780.0% | Added |
| Advisor Group Holdings, Inc. | 633 | $71.0K | 0.00% | +147+30.2% | Added |
| Wipfli Financial Advisors LLC, | 660 | $74.0K | 0.01% | +660 | New |
| Lazard Asset Management LLC | 678 | $75.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 735 | $83.0K | 0.01% | −148−16.8% | Reduced |
| Harvest Fund Management Co., Ltd | 763 | $85.0K | 0.02% | +67+9.6% | Added |
| Column Capital Advisors, LLC | 890 | $100.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $101.0K | 0.01% | +900 | New |
| Sutton Wealth Advisors Inc. | 905 | $101.2K | 0.04% | +6+0.7% | Added |
| Altshuler Shaham Ltd | 952 | $108.0K | 0.00% | −110−10.4% | Reduced |
| Quent Capital, LLC | 1,089 | $122.0K | 0.03% | −22−2.0% | Reduced |
| Canada Pension Plan Investment Board | 1,400 | $157.0K | 0.00% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,400 | $157.0K | 0.04% | +1,400 | New |
| Shell Asset Management Co | 1,703 | $190.0K | 0.01% | −448−20.8% | Reduced |
| Advisory Services Network, LLC | 1,825 | $204.0K | 0.01% | −4−0.2% | Reduced |
| Nicolet Bankshares Inc | 1,833 | $205.0K | 0.06% | +10+0.5% | Added |
| Colony Group LLC | 1,943 | $217.0K | 0.00% | −1,741−47.3% | Reduced |
| Walleye Trading LLC | 1,963 | $220.0K | 0.01% | +1,963 | New |
| Quantamental Technologies LLC | 1,973 | $221.0K | 0.09% | +1,973 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,000 | $224.0K | 0.06% | −1,900−48.7% | Reduced |
| Engineers Gate Manager LP | 2,010 | $225.0K | 0.01% | −3,176−61.2% | Reduced |
| Shelton Capital Management | 2,034 | $228.0K | 0.01% | −149−6.8% | Reduced |
| Mariner, LLC | 2,061 | $231.0K | 0.00% | +2,061 | New |
| Aigen Investment Management, LP | 2,130 | $238.0K | 0.03% | −359−14.4% | Reduced |
| CIBC World Markets Inc. | 2,154 | $241.0K | 0.00% | −1,028−32.3% | Reduced |
| Cadent Capital Advisors, LLC | 2,194 | $245.0K | 0.15% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,238 | $250.0K | 0.00% | +1,092+95.3% | Added |
| American Century Companies Inc | 2,419 | $271.0K | 0.00% | −177,899−98.7% | Reduced |
| CWM, LLC | 2,457 | $275.0K | 0.00% | +173+7.6% | Added |
| Harbor Advisors LLC | 2,500 | $280.0K | 0.08% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,540 | $284.0K | 0.02% | +2,540 | New |
| Two Sigma Securities, LLC | 2,554 | $286.0K | 0.04% | +2,554 | New |
| Echo Street Capital Management LLC | 2,638 | $295.0K | 0.00% | +2,638 | New |