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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 1,683 | $267.0K | 0.00% | +1,683 | New |
| Aquatic Capital Management LLC | 1,700 | $269.0K | 0.02% | +800+88.9% | Added |
| CI Private Wealth, LLC | 1,704 | $269.7K | 0.00% | +1,704 | New |
| Kendall Capital Management | 1,730 | $274.0K | 0.14% | +1,730 | New |
| Boston Private Wealth LLC | 1,789 | $283.4K | 0.00% | +1,789 | New |
| Greenleaf Trust | 1,796 | $285.0K | 0.00% | +1,796 | New |
| Nicolet Bankshares Inc | 1,806 | $286.1K | 0.10% | −27−1.5% | Reduced |
| Advisory Services Network, LLC | 1,825 | $289.1K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 1,834 | $290.6K | 0.01% | +1,834 | New |
| Toroso Investments, LLC | 1,877 | $297.0K | 0.01% | +1,877 | New |
| Allspring Global Investments Holdings, LLC | 1,883 | $298.3K | 0.00% | −3,267−63.4% | Reduced |
| Shelton Capital Management | 1,911 | $302.8K | 0.03% | −123−6.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,964 | $311.2K | 0.01% | +1,964 | New |
| CSS LLC | 2,000 | $316.9K | 0.02% | +2,000 | New |
| M&T Bank Corp | 2,001 | $317.0K | 0.00% | +2,001 | New |
| Cetera Investment Advisers | 2,011 | $318.6K | 0.00% | +2,011 | New |
| Axq Capital, LP | 2,057 | $325.9K | 0.23% | +2,057 | New |
| Mariner, LLC | 2,164 | $343.0K | 0.00% | +103+5.0% | Added |
| Cadent Capital Advisors, LLC | 2,194 | $347.6K | 0.21% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,266 | $359.0K | 0.01% | +2,266 | New |
| Bank of New Hampshire | 2,297 | $364.0K | 0.11% | −716−23.8% | Reduced |
| Cubic Asset Management, LLC | 2,374 | $376.1K | 0.11% | −1,460−38.1% | Reduced |
| Verition Fund Management LLC | 2,376 | $376.4K | 0.01% | +2,376 | New |
| Belpointe Asset Management LLC | 2,454 | $388.8K | 0.02% | +2,454 | New |
| CWM, LLC | 2,487 | $394.0K | 0.00% | +30+1.2% | Added |
| Harbor Advisors LLC | 2,500 | $396.1K | 0.10% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,540 | $402.4K | 0.03% | 00.0% | Unchanged |
| Kula Investments, LLC | 2,587 | $409.9K | 0.14% | +2,587 | New |
| AdvisorShares Investments LLC | 2,765 | $438.1K | 0.12% | +2,765 | New |
| Quadrature Capital Ltd | 2,787 | $441.6K | 0.01% | +2,787 | New |
| US Bancorp | 2,942 | $466.1K | 0.00% | −31−1.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,969 | $470.4K | 0.32% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,002 | $475.6K | 0.03% | +3,002 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,004 | $475.9K | 0.00% | −74−2.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,094 | $490.2K | 0.09% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,113 | $493.2K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,129 | $495.7K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 3,279 | $519.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,311 | $524.6K | 0.00% | −3,251−49.5% | Reduced |
| Cornercap Investment Counsel Inc | 3,316 | $525.4K | 0.09% | −446−11.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,404 | $539.3K | 0.21% | +79+2.4% | Added |
| Teza Capital Management LLC | 3,442 | $545.3K | 0.10% | +3,442 | New |
| Ironwood Investment Counsel, LLC | 3,480 | $551.3K | 0.13% | +565+19.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,487 | $552.4K | 0.01% | −2,034−36.8% | Reduced |
| Securian Asset Management, Inc | 3,526 | $558.6K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 3,600 | $570.0K | 0.04% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,631 | $575.0K | 0.20% | −113−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,736 | $592.0K | 0.01% | +647+20.9% | Added |
| Impax Asset Management Group plc | 3,860 | $611.5K | 0.00% | −152−3.8% | Reduced |
| SkyView Investment Advisors, LLC | 3,887 | $616.0K | 0.19% | −83−2.1% | Reduced |
| Wilkinson Global Asset Management LLC | 4,103 | $650.0K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,103 | $650.0K | 0.06% | 00.0% | Unchanged |
| Twinbeech Capital LP | 4,185 | $663.0K | 0.01% | +4,185 | New |
| Mercer Global Advisors Inc | 4,539 | $719.0K | 0.00% | +4,539 | New |
| SG Americas Securities, LLC | 4,564 | $723.0K | 0.01% | +977+27.2% | Added |
| Welch & Forbes LLC | 4,650 | $736.7K | 0.01% | +750+19.2% | Added |
| Winton Group Ltd | 4,701 | $744.8K | 0.05% | −173−3.5% | Reduced |
| AE Wealth Management LLC | 4,789 | $758.7K | 0.01% | +267+5.9% | Added |
| True Wealth Design, LLC | 4,809 | $761.9K | 0.35% | +4,809 | New |
| FORA Capital, LLC | 4,820 | $763.6K | 0.12% | +4,820 | New |
| Pictet Asset Management SA | 4,828 | $765.0K | 0.00% | +1,928+66.5% | Added |
| Xponance, Inc. | 4,946 | $783.6K | 0.01% | +442+9.8% | Added |
| ETF Managers Group, LLC | 5,045 | $799.3K | 0.04% | +184+3.8% | Added |
| Illinois Municipal Retirement Fund | 5,088 | $806.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,100 | $808.0K | 0.01% | +302+6.3% | Added |
| ProShare Advisors LLC | 5,198 | $823.5K | 0.00% | +541+11.6% | Added |
| South Dakota Investment Council | 5,240 | $830.0K | 0.02% | −2,200−29.6% | Reduced |
| Aviva PLC | 5,333 | $844.9K | 0.00% | −1,218−18.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,442 | $862.2K | 0.00% | +630+13.1% | Added |
| Public Employees Retirement Association of Colorado | 5,475 | $867.0K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 5,500 | $871.4K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 5,600 | $887.2K | 0.03% | −33−0.6% | Reduced |
| Cerity Partners LLC | 5,880 | $931.6K | 0.01% | −1,299−18.1% | Reduced |
| Handelsbanken Fonder AB | 5,900 | $935.0K | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,100 | $966.0K | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,122 | $970.0K | 0.01% | −600−8.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,205 | $983.1K | 0.24% | −1,635−20.9% | Reduced |
| Diversified Trust Co | 6,317 | $1.00M | 0.04% | +107+1.7% | Added |
| Integrated Advisors Network LLC | 6,439 | $1.02M | 0.07% | +6,439 | New |
| Gsa Capital Partners LLP | 6,463 | $1.02M | 0.13% | +2,663+70.1% | Added |
| VisionPoint Advisory Group, LLC | 6,200 | $1.04M | 0.43% | +6,200 | New |
| Utah Retirement Systems | 6,580 | $1.04M | 0.02% | −300−4.4% | Reduced |
| LPL Financial LLC | 6,992 | $1.11M | 0.00% | +281+4.2% | Added |
| Regions Financial Corp | 7,021 | $1.11M | 0.01% | −475−6.3% | Reduced |
| Pacer Advisors, Inc. | 7,215 | $1.14M | 0.01% | +7,215 | New |
| DuPont Capital Management Corp | 7,330 | $1.16M | 0.05% | −5,778−44.1% | Reduced |
| JustInvest LLC | 7,347 | $1.16M | 0.05% | +2,065+39.1% | Added |
| BNP Paribas Arbitrage, SA | 7,422 | $1.18M | 0.00% | +2,728+58.1% | Added |
| Barclays PLC | 7,522 | $1.19M | 0.00% | −10,350−57.9% | Reduced |
| CenterBook Partners LP | 7,642 | $1.21M | 0.20% | −727−8.7% | Reduced |
| Federated Hermes, Inc. | 7,690 | $1.22M | 0.00% | −1,161−13.1% | Reduced |
| STRS Ohio | 7,850 | $1.24M | 0.01% | +259+3.4% | Added |
| Jane Street Group, LLC | 7,875 | $1.25M | 0.00% | +2,371+43.1% | Added |
| Janus Henderson Group PLC | 7,932 | $1.26M | 0.00% | +7,932 | New |
| Nisa Investment Advisors, LLC | 7,974 | $1.26M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 7,977 | $1.26M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,104 | $1.28M | 0.00% | −14,260−63.8% | Reduced |
| State of Alaska, Department of Revenue | 8,200 | $1.30M | 0.02% | +5+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,198 | $1.30M | 0.00% | −135−1.6% | Reduced |
| National Bank of Canada | 8,209 | $1.30M | 0.00% | +7,959+3,183.6% | Added |