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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 6 | $671 | 0.00% | 00.0% | Unchanged |
| 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 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −12,190−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −11,333−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −8,618−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −2,593−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,052−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,904−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Lake Point Wealth Management | – | – | – | – | Not filed |