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, Q4 2022
Institutional positions in Affiliated Managers Group, Inc. as of Dec 31, 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
- 367
- +42 vs. Q3 2022
- Shares held
- 35.0M
- +1.23M (+3.6%) vs. Q3 2022
- Total value
- $5.50B
- +$1.73B (+45.8%) vs. Q3 2022
- New holders
- 74
- 121 more added
- Sold out
- 32
- 117 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,874,869 | $613.9M | 0.02% | +83,743+2.2% | Added |
| BlackRock Inc. | 3,505,084 | $555.3M | 0.02% | +93,673+2.7% | Added |
| EdgePoint Investment Group Inc. | 3,089,345 | $489.4M | 5.22% | −1,148,824−27.1% | Reduced |
| Morgan Stanley | 2,772,941 | $439.3M | 0.05% | +2,497,690+907.4% | Added |
| Clarkston Capital Partners, LLC | 2,237,093 | $354.4M | 6.69% | +159,710+7.7% | Added |
| FMR LLC | 1,563,399 | $247.7M | 0.02% | −1,746−0.1% | Reduced |
| State Street Corp | 1,257,863 | $199.3M | 0.01% | −13,530−1.1% | Reduced |
| Ariel Investments, LLC | 1,128,307 | $178.8M | 1.81% | −16,947−1.5% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 931,781 | $147.6M | 5.17% | −686,331−42.4% | Reduced |
| Kiltearn Partners LLP | 847,214 | $134.2M | 9.85% | −366,622−30.2% | Reduced |
| Dimensional Fund Advisors LP | 779,119 | $123.4M | 0.04% | +2,095+0.3% | Added |
| Lyrical Asset Management LP | 798,898 | $89.4M | 1.89% | −20,932−2.6% | Reduced |
| Geode Capital Management, LLC | 507,666 | $80.4M | 0.01% | +15,141+3.1% | Added |
| Norges Bank | 472,882 | $74.9M | 0.02% | +113,338+31.5% | Added |
| Citadel Advisors LLC | 465,553 | $73.8M | 0.09% | +80,786+21.0% | Added |
| Spyglass Capital Management LLC | 419,541 | $66.5M | 5.34% | −139,690−25.0% | Reduced |
| Bank of New York Mellon Corp | 406,227 | $64.4M | 0.01% | −6,985−1.7% | Reduced |
| Millennium Management LLC | 399,602 | $63.3M | 0.07% | +98,723+32.8% | Added |
| Northern Trust Corp | 366,410 | $58.1M | 0.01% | +14,707+4.2% | Added |
| Charles Schwab Investment Management Inc | 357,296 | $56.6M | 0.02% | +7,567+2.2% | Added |
| Bruni J V & Co | 315,760 | $50.0M | 7.02% | +1,012+0.3% | Added |
| Balyasny Asset Management LLC | 261,136 | $41.4M | 0.15% | +261,136 | New |
| Raymond James & Associates | 253,474 | $40.2M | 0.04% | +95,362+60.3% | Added |
| LGT Capital Partners Ltd. | 239,315 | $37.9M | 1.11% | −98,435−29.1% | Reduced |
| D. E. Shaw & Co., Inc. | 215,168 | $34.1M | 0.06% | +132,562+160.5% | Added |
| Goldman Sachs Group Inc | 208,412 | $33.0M | 0.01% | −22,670−9.8% | Reduced |
| First Trust Advisors LP | 188,043 | $29.8M | 0.04% | +39,771+26.8% | Added |
| Schroder Investment Management Group | 186,672 | $29.6M | 0.05% | +92,585+98.4% | Added |
| Bank of America Corp | 185,796 | $29.4M | 0.00% | −23,163−11.1% | Reduced |
| Invesco Ltd. | 168,479 | $26.7M | 0.01% | +53,448+46.5% | Added |
| LSV Asset Management | 166,389 | $26.4M | 0.06% | −9,800−5.6% | Reduced |
| Lazard Asset Management LLC | 165,355 | $26.2M | 0.04% | +164,677+24,288.6% | Added |
| JPMorgan Chase & Co | 157,974 | $25.0M | 0.00% | −27,764−14.9% | Reduced |
| Principal Financial Group Inc | 147,745 | $23.4M | 0.02% | −1,315−0.9% | Reduced |
| Reinhart Partners, Inc. | 146,978 | $23.3M | 1.26% | +178+0.1% | Added |
| Point72 Asset Management, L.P. | 139,500 | $22.1M | 0.08% | +113,800+442.8% | Added |
| Polar Capital Holdings Plc | 131,612 | $20.9M | 0.17% | +2,486+1.9% | Added |
| Nuveen Asset Management, LLC | 129,508 | $20.5M | 0.01% | +26,771+26.1% | Added |
| Rhumbline Advisers | 117,529 | $18.6M | 0.03% | +3,359+2.9% | Added |
| Hancock Whitney Corp | 116,347 | $18.4M | 0.71% | +2,739+2.4% | Added |
| Macquarie Group Ltd | 110,200 | $17.5M | 0.02% | −2,994−2.6% | Reduced |
| Panagora Asset Management Inc | 108,933 | $17.3M | 0.11% | +18,556+20.5% | Added |
| Deutsche Bank AG | 106,355 | $16.8M | 0.01% | +27,894+35.6% | Added |
| California Public Employees Retirement System | 97,234 | $15.4M | 0.01% | +1,405+1.5% | Added |
| Two Sigma Investments, LP | 96,545 | $15.3M | 0.05% | +67,412+231.4% | Added |
| Channing Capital Management, LLC | 95,922 | $15.2M | 0.48% | −630−0.7% | Reduced |
| North Star Asset Management Inc | 95,611 | $15.1M | 0.94% | +551+0.6% | Added |
| Swiss National Bank | 92,300 | $14.6M | 0.01% | +600+0.7% | Added |
| Two Sigma Advisers, LP | 91,900 | $14.6M | 0.04% | +51,400+126.9% | Added |
| Prana Capital Management, LP | 91,678 | $14.5M | 1.11% | −115,869−55.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 91,265 | $14.5M | 0.12% | −117,189−56.2% | Reduced |
| Man Group plc | 84,208 | $13.3M | 0.05% | +17,567+26.4% | Added |
| Wallace Capital Management Inc. | 84,029 | $13.3M | 2.09% | −2,220−2.6% | Reduced |
| Gillson Capital LP | 83,016 | $13.2M | 1.00% | −68,992−45.4% | Reduced |
| UBS Asset Management Americas Inc | 81,848 | $13.0M | 0.01% | +2,610+3.3% | Added |
| Wells Fargo & Company | 75,526 | $12.0M | 0.00% | −5,125−6.4% | Reduced |
| Renaissance Technologies LLC | 74,300 | $11.8M | 0.02% | +35,600+92.0% | Added |
| Russell Investments Group, Ltd. | 73,064 | $11.6M | 0.02% | +51,880+244.9% | Added |
| Acadian Asset Management LLC | 70,464 | $11.2M | 0.05% | +48,990+228.1% | Added |
| Nordea Investment Management AB | 66,074 | $10.5M | 0.02% | −1,698−2.5% | Reduced |
| Jupiter Asset Management Ltd | 64,100 | $10.2M | 0.15% | −110,974−63.4% | Reduced |
| Assenagon Asset Management S.A. | 63,278 | $10.0M | 0.04% | +63,278 | New |
| Hi-Line Capital Management, LLC | 61,565 | $9.75M | 3.01% | +9,832+19.0% | Added |
| New York State Teachers Retirement System | 59,019 | $9.35M | 0.02% | −40.0% | Reduced |
| American International Group, Inc. | 58,664 | $9.29M | 0.06% | −1,656−2.7% | Reduced |
| Amundi | 54,248 | $9.23M | 0.01% | −108,911−66.8% | Reduced |
| Alliancebernstein L.P. | 58,194 | $9.22M | 0.00% | −439−0.7% | Reduced |
| Ameriprise Financial Inc | 56,169 | $8.90M | 0.00% | −6,919−11.0% | Reduced |
| Legal & General Group Plc | 56,060 | $8.88M | 0.00% | −144−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 55,354 | $8.77M | 0.01% | +55,354 | New |
| Foundry Partners, LLC | 51,392 | $8.14M | 0.45% | +5,535+12.1% | Added |
| Allianz Asset Management GmbH | 50,931 | $8.07M | 0.02% | +4,132+8.8% | Added |
| Los Angeles Capital Management LLC | 50,746 | $8.04M | 0.04% | −4,044−7.4% | Reduced |
| Retirement Systems of Alabama | 49,649 | $7.87M | 0.03% | −396−0.8% | Reduced |
| American Century Companies Inc | 49,018 | $7.77M | 0.01% | +46,599+1,926.4% | Added |
| California State Teachers Retirement System | 48,616 | $7.70M | 0.01% | −241−0.5% | Reduced |
| Truist Financial Corp | 47,885 | $7.59M | 0.01% | −7,503−13.5% | Reduced |
| Credit Suisse AG | 47,845 | $7.58M | 0.01% | +10,047+26.6% | Added |
| State Board of Administration of Florida Retirement System | 46,754 | $7.41M | 0.02% | +180+0.4% | Added |
| State of Tennessee, Treasury Department | 46,524 | $7.37M | 0.03% | −12,870−21.7% | Reduced |
| Hudson Bay Capital Management LP | 45,000 | $7.13M | 0.08% | +10,000+28.6% | Added |
| New York State Common Retirement Fund | 43,870 | $6.95M | 0.01% | −120.0% | Reduced |
| Voloridge Investment Management, LLC | 42,901 | $6.80M | 0.04% | +42,901 | New |
| Storebrand Asset Management AS | 40,849 | $6.47M | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 39,887 | $6.32M | 0.00% | +4,976+14.3% | Added |
| State of Wisconsin Investment Board | 38,565 | $6.11M | 0.02% | −2,402−5.9% | Reduced |
| Parkwood LLC | 38,048 | $6.03M | 1.23% | +38,048 | New |
| UBS Group AG | 36,407 | $5.77M | 0.00% | +6,353+21.1% | Added |
| Cubist Systematic Strategies, LLC | 36,131 | $5.72M | 0.05% | +19,185+113.2% | Added |
| Calamos Advisors LLC | 35,430 | $5.61M | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 34,318 | $5.44M | 0.01% | +3,863+12.7% | Added |
| Wellington Management Group LLP | 33,239 | $5.27M | 0.00% | −774−2.3% | Reduced |
| Amalgamated Bank | 33,106 | $5.25M | 0.05% | +5,734+20.9% | Added |
| ExodusPoint Capital Management, LP | 32,989 | $5.23M | 0.08% | +10,132+44.3% | Added |
| Great Lakes Advisors, LLC | 31,958 | $5.06M | 0.29% | −86,868−73.1% | Reduced |
| SEI Investments Co | 31,547 | $5.00M | 0.01% | +424+1.4% | Added |
| Fisher Asset Management, LLC | 31,389 | $4.97M | 0.00% | +23,089+278.2% | Added |
| Mutual of America Capital Management LLC | 30,957 | $4.90M | 0.06% | +241+0.8% | Added |
| Great West Life Assurance Co | 30,759 | $4.88M | 0.01% | +3,891+14.5% | Added |
| Manufacturers Life Insurance Company, The | 30,325 | $4.80M | 0.00% | −608−2.0% | Reduced |