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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 8,284 | $1.31M | 0.04% | +2,542+44.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,576 | $1.36M | 0.01% | −32,589−79.2% | Reduced |
| Bayesian Capital Management, LP | 8,868 | $1.40M | 0.21% | +5,000+129.3% | Added |
| Redwood Investment Management, LLC | 9,268 | $1.47M | 0.19% | −1,969−17.5% | Reduced |
| State of Michigan Retirement System | 9,619 | $1.52M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,763 | $1.55M | 0.01% | −25−0.3% | Reduced |
| Gotham Asset Management, LLC | 9,890 | $1.57M | 0.04% | −2,262−18.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,000 | $1.58M | 0.01% | +6,100+156.4% | Added |
| The PNC Financial Services Group, Inc. | 10,013 | $1.59M | 0.00% | +56+0.6% | Added |
| Thrivent Financial for Lutherans | 10,034 | $1.59M | 0.00% | −83−0.8% | Reduced |
| Louisiana State Employees Retirement System | 10,100 | $1.60M | 0.04% | −100−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 9,726 | $1.61M | 0.06% | −105−1.1% | Reduced |
| Pathstone Family Office, LLC | 10,729 | $1.66M | 0.03% | +342+3.3% | Added |
| Bank of Montreal | 10,458 | $1.68M | 0.00% | +3,582+52.1% | Added |
| Arizona State Retirement System | 10,786 | $1.71M | 0.02% | +276+2.6% | Added |
| Sepio Capital, LP | 11,029 | $1.75M | 0.15% | −365−3.2% | Reduced |
| Oregon Public Employees Retirement Fund | 11,161 | $1.77M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,539 | $1.83M | 0.00% | +9,301+415.6% | Added |
| Graham Capital Management, L.P. | 11,566 | $1.83M | 0.07% | +7,147+161.7% | Added |
| APG Asset Management N.V. | 11,600 | $1.84M | 0.00% | +11,600 | New |
| Neuberger Berman Group LLC | 12,239 | $1.94M | 0.00% | −1,184−8.8% | Reduced |
| Seascape Capital Management | 12,424 | $1.97M | 1.07% | +136+1.1% | Added |
| Trexquant Investment LP | 13,280 | $2.10M | 0.06% | +7,809+142.7% | Added |
| Mackenzie Financial Corp | 13,315 | $2.11M | 0.00% | +6,074+83.9% | Added |
| Natixis Advisors, L.P. | 13,612 | $2.16M | 0.01% | +461+3.5% | Added |
| Citigroup Inc | 13,696 | $2.17M | 0.00% | −4,939−26.5% | Reduced |
| Jump Financial, LLC | 13,703 | $2.17M | 0.11% | +13,703 | New |
| Engineers Gate Manager LP | 13,717 | $2.17M | 0.13% | +11,707+582.4% | Added |
| Blair William & Co | 13,906 | $2.20M | 0.01% | −530−3.7% | Reduced |
| Walleye Capital LLC | 14,920 | $2.36M | 0.05% | +10,469+235.2% | Added |
| Long Road Investment Counsel, LLC | 15,045 | $2.38M | 1.18% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,062 | $2.39M | 0.00% | +633+4.4% | Added |
| Teacher Retirement System of Texas | 15,224 | $2.41M | 0.02% | −336−2.2% | Reduced |
| Natixis | 16,200 | $2.57M | 0.02% | +16,200 | New |
| Treasurer of the State of North Carolina | 16,225 | $2.57M | 0.02% | −30−0.2% | Reduced |
| Fred Alger Management, LLC | 16,832 | $2.67M | 0.01% | +60.0% | Added |
| Stifel Financial Corp | 16,943 | $2.68M | 0.00% | +817+5.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,946 | $2.69M | 0.02% | +1,790+11.8% | Added |
| Verdence Capital Advisors LLC | 17,018 | $2.70M | 0.33% | −1,273−7.0% | Reduced |
| Poehling Capital Management, LLC | 17,856 | $2.83M | 1.06% | +416+2.4% | Added |
| Comerica Bank | 16,933 | $2.83M | 0.02% | −500−2.9% | Reduced |
| Alaska Permanent Fund Corp | 18,900 | $2.99M | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 19,639 | $3.11M | 0.01% | +602+3.2% | Added |
| Vident Investment Advisory, LLC | 19,641 | $3.11M | 0.12% | +19,641 | New |
| Price T Rowe Associates Inc | 20,115 | $3.19M | 0.00% | +43+0.2% | Added |
| Yousif Capital Management, LLC | 20,209 | $3.20M | 0.04% | −583−2.8% | Reduced |
| Henshaw Capital LLC | 20,466 | $3.24M | 0.22% | +10.0% | Added |
| River & Mercantile Asset Management LLP | 20,520 | $3.25M | 0.70% | −16,038−43.9% | Reduced |
| Putnam Investments LLC | 20,572 | $3.26M | 0.01% | +20,572 | New |
| Virginia Retirement Systems Et Al | 21,000 | $3.33M | 0.03% | −600−2.8% | Reduced |
| Bridgewater Associates, LP | 21,100 | $3.34M | 0.02% | −31,414−59.8% | Reduced |
| State of New Jersey Common Pension Fund D | 21,249 | $3.37M | 0.01% | +960+4.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 21,305 | $3.38M | 0.10% | −61,240−74.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $3.44M | 0.05% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 21,717 | $3.44M | 0.02% | −1,322−5.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,755 | $3.61M | 0.16% | −543−2.3% | Reduced |
| Voya Investment Management LLC | 22,966 | $3.64M | 0.00% | +13,374+139.4% | Added |
| First Republic Investment Management, Inc. | 23,441 | $3.71M | 0.01% | −3,074−11.6% | Reduced |
| MetLife Investment Management | 23,712 | $3.76M | 0.03% | −832−3.4% | Reduced |
| Ensign Peak Advisors, Inc | 24,635 | $3.90M | 0.01% | −11,590−32.0% | Reduced |
| Victory Capital Management Inc | 24,944 | $3.95M | 0.00% | −338,533−93.1% | Reduced |
| Texas Permanent School Fund | 25,324 | $4.01M | 0.06% | −2,170−7.9% | Reduced |
| Algert Global LLC | 25,658 | $4.06M | 0.23% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 26,621 | $4.22M | 0.22% | +26,621 | New |
| Martingale Asset Management L P | 26,694 | $4.23M | 0.08% | +556+2.1% | Added |
| Oppenheimer Asset Management Inc. | 27,117 | $4.30M | 0.07% | −2,080−7.1% | Reduced |
| Prudential Financial Inc | 29,897 | $4.74M | 0.01% | +8,810+41.8% | Added |
| Manufacturers Life Insurance Company, The | 30,325 | $4.80M | 0.00% | −608−2.0% | Reduced |
| Great West Life Assurance Co | 30,759 | $4.88M | 0.01% | +3,891+14.5% | Added |
| Mutual of America Capital Management LLC | 30,957 | $4.90M | 0.06% | +241+0.8% | Added |
| Fisher Asset Management, LLC | 31,389 | $4.97M | 0.00% | +23,089+278.2% | Added |
| SEI Investments Co | 31,547 | $5.00M | 0.01% | +424+1.4% | Added |
| Great Lakes Advisors, LLC | 31,958 | $5.06M | 0.29% | −86,868−73.1% | Reduced |
| ExodusPoint Capital Management, LP | 32,989 | $5.23M | 0.08% | +10,132+44.3% | Added |
| Amalgamated Bank | 33,106 | $5.25M | 0.05% | +5,734+20.9% | Added |
| Wellington Management Group LLP | 33,239 | $5.27M | 0.00% | −774−2.3% | Reduced |
| Bank of Nova Scotia | 34,318 | $5.44M | 0.01% | +3,863+12.7% | Added |
| Calamos Advisors LLC | 35,430 | $5.61M | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 36,131 | $5.72M | 0.05% | +19,185+113.2% | Added |
| UBS Group AG | 36,407 | $5.77M | 0.00% | +6,353+21.1% | Added |
| Parkwood LLC | 38,048 | $6.03M | 1.23% | +38,048 | New |
| State of Wisconsin Investment Board | 38,565 | $6.11M | 0.02% | −2,402−5.9% | Reduced |
| Franklin Resources Inc | 39,887 | $6.32M | 0.00% | +4,976+14.3% | Added |
| Storebrand Asset Management AS | 40,849 | $6.47M | 0.04% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 42,901 | $6.80M | 0.04% | +42,901 | New |
| New York State Common Retirement Fund | 43,870 | $6.95M | 0.01% | −120.0% | Reduced |
| Hudson Bay Capital Management LP | 45,000 | $7.13M | 0.08% | +10,000+28.6% | Added |
| State of Tennessee, Treasury Department | 46,524 | $7.37M | 0.03% | −12,870−21.7% | Reduced |
| State Board of Administration of Florida Retirement System | 46,754 | $7.41M | 0.02% | +180+0.4% | Added |
| Credit Suisse AG | 47,845 | $7.58M | 0.01% | +10,047+26.6% | Added |
| Truist Financial Corp | 47,885 | $7.59M | 0.01% | −7,503−13.5% | Reduced |
| California State Teachers Retirement System | 48,616 | $7.70M | 0.01% | −241−0.5% | Reduced |
| American Century Companies Inc | 49,018 | $7.77M | 0.01% | +46,599+1,926.4% | Added |
| Retirement Systems of Alabama | 49,649 | $7.87M | 0.03% | −396−0.8% | Reduced |
| Los Angeles Capital Management LLC | 50,746 | $8.04M | 0.04% | −4,044−7.4% | Reduced |
| Allianz Asset Management GmbH | 50,931 | $8.07M | 0.02% | +4,132+8.8% | Added |
| Foundry Partners, LLC | 51,392 | $8.14M | 0.45% | +5,535+12.1% | Added |
| Arrowstreet Capital, Limited Partnership | 55,354 | $8.77M | 0.01% | +55,354 | New |
| Legal & General Group Plc | 56,060 | $8.88M | 0.00% | −144−0.3% | Reduced |
| Ameriprise Financial Inc | 56,169 | $8.90M | 0.00% | −6,919−11.0% | Reduced |