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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 4,103 | $458.0K | 0.05% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,969 | $457.0K | 0.30% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,012 | $449.0K | 0.00% | −166−4.0% | Reduced |
| SkyView Investment Advisors, LLC | 3,970 | $444.0K | 0.13% | +508+14.7% | Added |
| Welch & Forbes LLC | 3,900 | $436.0K | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,900 | $436.0K | 0.00% | +800+25.8% | Added |
| Bayesian Capital Management, LP | 3,868 | $433.0K | 0.09% | +3,868 | New |
| Cubic Asset Management, LLC | 3,834 | $429.0K | 0.13% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,800 | $425.0K | 0.06% | −9,475−71.4% | Reduced |
| Cornercap Investment Counsel Inc | 3,762 | $421.0K | 0.08% | +33+0.9% | Added |
| KB Financial Partners, LLC | 3,744 | $419.0K | 0.15% | +521+16.2% | Added |
| RBF Capital, LLC | 3,600 | $403.0K | 0.03% | +3,600 | New |
| SG Americas Securities, LLC | 3,587 | $401.0K | 0.01% | −9,368−72.3% | Reduced |
| Virtu Financial LLC | 3,541 | $396.0K | 0.04% | +3,541 | New |
| Securian Asset Management, Inc | 3,526 | $394.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,456 | $387.0K | 0.01% | −3,708−51.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,325 | $372.0K | 0.16% | +432+14.9% | Added |
| Guinness Asset Management LTD | 3,279 | $367.0K | 0.01% | −284−8.0% | Reduced |
| Maryland State Retirement & Pension System | 3,129 | $350.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,113 | $348.0K | 0.02% | +12+0.4% | Added |
| Crossmark Global Holdings, Inc. | 3,089 | $346.0K | 0.01% | −103−3.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,094 | $346.0K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,078 | $344.0K | 0.00% | −118−3.7% | Reduced |
| Bank of New Hampshire | 3,013 | $337.0K | 0.11% | −3,260−52.0% | Reduced |
| Cresset Asset Management, LLC | 3,008 | $337.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,973 | $333.0K | 0.00% | −89−2.9% | Reduced |
| Ironwood Investment Counsel, LLC | 2,915 | $326.0K | 0.09% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,900 | $324.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,874 | $321.0K | 0.00% | +2,874 | New |
| Echo Street Capital Management LLC | 2,638 | $295.0K | 0.00% | +2,638 | New |
| Two Sigma Securities, LLC | 2,554 | $286.0K | 0.04% | +2,554 | New |
| Relative Value Partners Group, LLC | 2,540 | $284.0K | 0.02% | +2,540 | New |
| Harbor Advisors LLC | 2,500 | $280.0K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 2,457 | $275.0K | 0.00% | +173+7.6% | Added |
| American Century Companies Inc | 2,419 | $271.0K | 0.00% | −177,899−98.7% | Reduced |
| Royal Bank of Canada | 2,238 | $250.0K | 0.00% | +1,092+95.3% | Added |
| Cadent Capital Advisors, LLC | 2,194 | $245.0K | 0.15% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,154 | $241.0K | 0.00% | −1,028−32.3% | Reduced |
| Aigen Investment Management, LP | 2,130 | $238.0K | 0.03% | −359−14.4% | Reduced |
| Mariner, LLC | 2,061 | $231.0K | 0.00% | +2,061 | New |
| Shelton Capital Management | 2,034 | $228.0K | 0.01% | −149−6.8% | Reduced |
| Engineers Gate Manager LP | 2,010 | $225.0K | 0.01% | −3,176−61.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,000 | $224.0K | 0.06% | −1,900−48.7% | Reduced |
| Quantamental Technologies LLC | 1,973 | $221.0K | 0.09% | +1,973 | New |
| Walleye Trading LLC | 1,963 | $220.0K | 0.01% | +1,963 | New |
| Colony Group LLC | 1,943 | $217.0K | 0.00% | −1,741−47.3% | Reduced |
| Nicolet Bankshares Inc | 1,833 | $205.0K | 0.06% | +10+0.5% | Added |
| Advisory Services Network, LLC | 1,825 | $204.0K | 0.01% | −4−0.2% | Reduced |
| Shell Asset Management Co | 1,703 | $190.0K | 0.01% | −448−20.8% | 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 |
| Quent Capital, LLC | 1,089 | $122.0K | 0.03% | −22−2.0% | Reduced |
| Altshuler Shaham Ltd | 952 | $108.0K | 0.00% | −110−10.4% | Reduced |
| Sutton Wealth Advisors Inc. | 905 | $101.2K | 0.04% | +6+0.7% | Added |
| Aquatic Capital Management LLC | 900 | $101.0K | 0.01% | +900 | New |
| Column Capital Advisors, LLC | 890 | $100.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 763 | $85.0K | 0.02% | +67+9.6% | Added |
| Smithfield Trust Co | 735 | $83.0K | 0.01% | −148−16.8% | Reduced |
| Lazard Asset Management LLC | 678 | $75.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 660 | $74.0K | 0.01% | +660 | New |
| Advisor Group Holdings, Inc. | 633 | $71.0K | 0.00% | +147+30.2% | Added |
| Ronald Blue Trust, Inc. | 572 | $66.0K | 0.00% | +507+780.0% | Added |
| EMC Capital Management | 524 | $59.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 523 | $58.0K | 0.01% | +523 | New |
| Rockefeller Capital Management L.P. | 521 | $57.0K | 0.00% | +33+6.8% | Added |
| Quadrant Capital Group LLC | 494 | $55.0K | 0.01% | +128+35.0% | Added |
| Meeder Asset Management Inc | 434 | $49.0K | 0.00% | −103−19.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 434 | $48.0K | 0.00% | −8−1.8% | Reduced |
| Signaturefd, LLC | 375 | $42.0K | 0.00% | −269−41.8% | Reduced |
| Truvestments Capital LLC | 330 | $37.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $36.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 312 | $35.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $34.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 439 | $32.0K | 0.00% | +158+56.2% | Added |
| National Bank of Canada | 250 | $28.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 219 | $24.0K | 0.00% | +12+5.8% | Added |
| TCI Wealth Advisors, Inc. | 207 | $23.0K | 0.00% | +1+0.5% | Added |
| 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 |
| Parallel Advisors, LLC | 135 | $15.0K | 0.00% | −106−44.0% | Reduced |
| First Manhattan Co | 127 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 116 | $13.0K | 0.00% | +17+17.2% | Added |
| Caldwell Trust Co | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 87 | $9.00K | 0.01% | −1,011−92.1% | Reduced |
| 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 |
| Bourgeon Capital Management LLC | 62 | $7.00K | 0.00% | +62 | New |
| Umb Bank N A | 56 | $6.00K | 0.00% | +7+14.3% | Added |
| Raleigh Capital Management Inc. | 50 | $6.00K | 0.00% | +50 | New |
| 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 |
| 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 |