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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 97 | $15 | 0.00% | +97 | New |
| Tfo-TDC, LLC | 1 | $86 | 0.00% | +1 | New |
| Sargent Bickham Lagudis LLC | 2 | $317 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $475 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $475 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $475 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 3 | $475 | 0.00% | +3 | New |
| Baker Avenue Asset Management, LP | 5 | $792 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $951 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $1.11K | 0.00% | −2−22.2% | Reduced |
| Versant Capital Management, Inc | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 9 | $1.53K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.74K | 0.00% | −2−15.4% | Reduced |
| Steward Financial Group LLC | 17 | $2.00K | 0.00% | +17 | New |
| Allworth Financial LP | 13 | $2.06K | 0.00% | +5+62.5% | Added |
| Glassman Wealth Services | 14 | $2.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.38K | 0.00% | +8+114.3% | Added |
| Zullo Investment Group, Inc. | 16 | $2.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $2.69K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17 | $2.69K | 0.00% | +17 | New |
| Concord Wealth Partners | 18 | $2.85K | 0.00% | +18 | New |
| Private Trust Co NA | 18 | $3.00K | 0.00% | +1+5.9% | Added |
| Earnest Partners LLC | 19 | $3.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $3.17K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $3.17K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 21 | $3.33K | 0.00% | +20+2,000.0% | Added |
| Money Concepts Capital Corp | 22 | $3.48K | 0.00% | −46−67.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.48K | 0.00% | +22 | New |
| CVA Family Office, LLC | 25 | $3.96K | 0.00% | −60−70.6% | Reduced |
| Asset Dedication, LLC | 23 | $4.00K | 0.00% | −8−25.8% | Reduced |
| Vigilant Capital Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $4.75K | 0.01% | +30 | New |
| Schubert & Co | 31 | $4.91K | 0.00% | −2−6.1% | Reduced |
| West Branch Capital LLC | 31 | $4.91K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $5.00K | 0.00% | −12−26.1% | Reduced |
| Bessemer Group Inc | 34 | $5.00K | 0.00% | +34 | New |
| ClariVest Asset Management LLC | 37 | $6.00K | 0.00% | +37 | New |
| Quantbot Technologies LP | 43 | $6.81K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 45 | $7.13K | 0.00% | +8+21.6% | Added |
| JFS Wealth Advisors, LLC | 49 | $7.76K | 0.00% | +6+14.0% | Added |
| Delta Asset Management LLC | 53 | $8.40K | 0.00% | +53 | New |
| Farther Finance Advisors, LLC | 54 | $8.55K | 0.00% | +54 | New |
| Umb Bank N A | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 58 | $9.19K | 0.00% | −29−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 73 | $11.6K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 77 | $12.2K | 0.00% | +77 | New |
| Ci Investments Inc. | 95 | $15.0K | 0.00% | +88+1,257.1% | Added |
| Lindbrook Capital, LLC | 96 | $15.2K | 0.00% | −20−17.2% | Reduced |
| Caldwell Trust Co | 100 | $15.8K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $16.0K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 105 | $16.6K | 0.00% | +105 | New |
| Accurate Wealth Management, LLC | 114 | $19.4K | 0.01% | +114 | New |
| Simplex Trading, LLC | 135 | $21.0K | 0.00% | +135 | New |
| Investors Research Corp | 150 | $23.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 152 | $24.1K | 0.00% | −3−1.9% | Reduced |
| IFP Advisors, Inc | 323 | $29.0K | 0.00% | −116−26.4% | Reduced |
| Ellevest, Inc. | 187 | $29.6K | 0.00% | +31+19.9% | Added |
| TCI Wealth Advisors, Inc. | 206 | $32.6K | 0.00% | −1−0.5% | Reduced |
| First Horizon Advisors, Inc. | 219 | $34.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 219 | $34.7K | 0.00% | +84+62.2% | Added |
| Covestor Ltd | 237 | $38.0K | 0.03% | +150+172.4% | Added |
| EverSource Wealth Advisors, LLC | 304 | $48.2K | 0.01% | −219−41.9% | Reduced |
| Baystate Wealth Management LLC | 312 | $49.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 310 | $49.1K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 323 | $51.2K | 0.04% | +323 | New |
| Whittier Trust Co | 325 | $51.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $52.3K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 389 | $61.6K | 0.00% | +14+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 412 | $65.2K | 0.00% | −22−5.1% | Reduced |
| Quadrant Capital Group LLC | 415 | $65.7K | 0.01% | −79−16.0% | Reduced |
| Ronald Blue Trust, Inc. | 695 | $78.0K | 0.00% | +123+21.5% | Added |
| Advisor Group Holdings, Inc. | 515 | $82.0K | 0.00% | −118−18.6% | Reduced |
| Globeflex Capital L P | 674 | $106.8K | 0.01% | +674 | New |
| One Wealth Advisors, LLC | 674 | $106.8K | 0.02% | +674 | New |
| Rockefeller Capital Management L.P. | 724 | $113.0K | 0.00% | +203+39.0% | Added |
| Smithfield Trust Co | 735 | $118.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 821 | $130.0K | 0.01% | −2,635−76.2% | Reduced |
| Column Capital Advisors, LLC | 890 | $141.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 905 | $143.4K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 919 | $146.0K | 0.04% | +156+20.4% | Added |
| EMC Capital Management | 937 | $148.0K | 0.13% | +413+78.8% | Added |
| Quent Capital, LLC | 1,060 | $168.0K | 0.03% | −29−2.7% | Reduced |
| Assetmark, Inc | 1,091 | $172.8K | 0.00% | +1,079+8,991.7% | Added |
| Apollon Wealth Management, LLC | 1,289 | $204.2K | 0.01% | +1,289 | New |
| Tolleson Wealth Management, Inc. | 1,319 | $209.0K | 0.06% | +1,319 | New |
| Integrated Investment Consultants, LLC | 1,350 | $213.9K | 0.07% | +1,350 | New |
| HighTower Advisors, LLC | 1,354 | $216.0K | 0.00% | +1,354 | New |
| Forum Financial Management, LP | 1,377 | $218.2K | 0.01% | +1,377 | New |
| Ritholtz Wealth Management | 1,389 | $220.1K | 0.01% | +1,389 | New |
| Meeder Asset Management Inc | 1,390 | $220.2K | 0.02% | +956+220.3% | Added |
| Gallacher Capital Management LLC | 1,401 | $222.0K | 0.13% | +1,401 | New |
| Shell Asset Management Co | 1,405 | $223.0K | 0.01% | −298−17.5% | Reduced |
| Wedge Capital Management L L P | 1,453 | $230.0K | 0.00% | +1,453 | New |
| Walleye Trading LLC | 1,460 | $231.3K | 0.01% | −503−25.6% | Reduced |
| Profund Advisors LLC | 1,492 | $236.4K | 0.02% | +1,492 | New |
| Raymond James Financial Services Advisors, Inc. | 1,509 | $239.2K | 0.00% | +1,509 | New |
| Wade G W & Inc | 1,590 | $252.0K | 0.01% | +1,590 | New |
| Cetera Advisor Networks LLC | 1,622 | $257.0K | 0.00% | +1,622 | New |
| CIBC World Markets Inc. | 1,659 | $263.0K | 0.00% | −495−23.0% | Reduced |