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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 58,194 | $9.22M | 0.00% | −439−0.7% | Reduced |
| Amundi | 54,248 | $9.23M | 0.01% | −108,911−66.8% | Reduced |
| American International Group, Inc. | 58,664 | $9.29M | 0.06% | −1,656−2.7% | Reduced |
| New York State Teachers Retirement System | 59,019 | $9.35M | 0.02% | −40.0% | Reduced |
| Hi-Line Capital Management, LLC | 61,565 | $9.75M | 3.01% | +9,832+19.0% | Added |
| Assenagon Asset Management S.A. | 63,278 | $10.0M | 0.04% | +63,278 | New |
| Jupiter Asset Management Ltd | 64,100 | $10.2M | 0.15% | −110,974−63.4% | Reduced |
| Nordea Investment Management AB | 66,074 | $10.5M | 0.02% | −1,698−2.5% | Reduced |
| Acadian Asset Management LLC | 70,464 | $11.2M | 0.05% | +48,990+228.1% | Added |
| Russell Investments Group, Ltd. | 73,064 | $11.6M | 0.02% | +51,880+244.9% | Added |
| Renaissance Technologies LLC | 74,300 | $11.8M | 0.02% | +35,600+92.0% | Added |
| Wells Fargo & Company | 75,526 | $12.0M | 0.00% | −5,125−6.4% | Reduced |
| UBS Asset Management Americas Inc | 81,848 | $13.0M | 0.01% | +2,610+3.3% | Added |
| Gillson Capital LP | 83,016 | $13.2M | 1.00% | −68,992−45.4% | Reduced |
| Wallace Capital Management Inc. | 84,029 | $13.3M | 2.09% | −2,220−2.6% | Reduced |
| Man Group plc | 84,208 | $13.3M | 0.05% | +17,567+26.4% | Added |
| Schonfeld Strategic Advisors LLC | 91,265 | $14.5M | 0.12% | −117,189−56.2% | Reduced |
| Prana Capital Management, LP | 91,678 | $14.5M | 1.11% | −115,869−55.8% | Reduced |
| Two Sigma Advisers, LP | 91,900 | $14.6M | 0.04% | +51,400+126.9% | Added |
| Swiss National Bank | 92,300 | $14.6M | 0.01% | +600+0.7% | Added |
| North Star Asset Management Inc | 95,611 | $15.1M | 0.94% | +551+0.6% | Added |
| Channing Capital Management, LLC | 95,922 | $15.2M | 0.48% | −630−0.7% | Reduced |
| Two Sigma Investments, LP | 96,545 | $15.3M | 0.05% | +67,412+231.4% | Added |
| California Public Employees Retirement System | 97,234 | $15.4M | 0.01% | +1,405+1.5% | Added |
| Deutsche Bank AG | 106,355 | $16.8M | 0.01% | +27,894+35.6% | Added |
| Panagora Asset Management Inc | 108,933 | $17.3M | 0.11% | +18,556+20.5% | Added |
| Macquarie Group Ltd | 110,200 | $17.5M | 0.02% | −2,994−2.6% | Reduced |
| Hancock Whitney Corp | 116,347 | $18.4M | 0.71% | +2,739+2.4% | Added |
| Rhumbline Advisers | 117,529 | $18.6M | 0.03% | +3,359+2.9% | Added |
| Nuveen Asset Management, LLC | 129,508 | $20.5M | 0.01% | +26,771+26.1% | Added |
| Polar Capital Holdings Plc | 131,612 | $20.9M | 0.17% | +2,486+1.9% | Added |
| Point72 Asset Management, L.P. | 139,500 | $22.1M | 0.08% | +113,800+442.8% | Added |
| Reinhart Partners, Inc. | 146,978 | $23.3M | 1.26% | +178+0.1% | Added |
| Principal Financial Group Inc | 147,745 | $23.4M | 0.02% | −1,315−0.9% | Reduced |
| JPMorgan Chase & Co | 157,974 | $25.0M | 0.00% | −27,764−14.9% | Reduced |
| Lazard Asset Management LLC | 165,355 | $26.2M | 0.04% | +164,677+24,288.6% | Added |
| LSV Asset Management | 166,389 | $26.4M | 0.06% | −9,800−5.6% | Reduced |
| Invesco Ltd. | 168,479 | $26.7M | 0.01% | +53,448+46.5% | Added |
| Bank of America Corp | 185,796 | $29.4M | 0.00% | −23,163−11.1% | Reduced |
| Schroder Investment Management Group | 186,672 | $29.6M | 0.05% | +92,585+98.4% | Added |
| First Trust Advisors LP | 188,043 | $29.8M | 0.04% | +39,771+26.8% | Added |
| Goldman Sachs Group Inc | 208,412 | $33.0M | 0.01% | −22,670−9.8% | Reduced |
| D. E. Shaw & Co., Inc. | 215,168 | $34.1M | 0.06% | +132,562+160.5% | Added |
| LGT Capital Partners Ltd. | 239,315 | $37.9M | 1.11% | −98,435−29.1% | Reduced |
| Raymond James & Associates | 253,474 | $40.2M | 0.04% | +95,362+60.3% | Added |
| Balyasny Asset Management LLC | 261,136 | $41.4M | 0.15% | +261,136 | New |
| Bruni J V & Co | 315,760 | $50.0M | 7.02% | +1,012+0.3% | Added |
| Charles Schwab Investment Management Inc | 357,296 | $56.6M | 0.02% | +7,567+2.2% | Added |
| Northern Trust Corp | 366,410 | $58.1M | 0.01% | +14,707+4.2% | Added |
| Millennium Management LLC | 399,602 | $63.3M | 0.07% | +98,723+32.8% | Added |
| Bank of New York Mellon Corp | 406,227 | $64.4M | 0.01% | −6,985−1.7% | Reduced |
| Spyglass Capital Management LLC | 419,541 | $66.5M | 5.34% | −139,690−25.0% | Reduced |
| Citadel Advisors LLC | 465,553 | $73.8M | 0.09% | +80,786+21.0% | Added |
| Norges Bank | 472,882 | $74.9M | 0.02% | +113,338+31.5% | Added |
| Geode Capital Management, LLC | 507,666 | $80.4M | 0.01% | +15,141+3.1% | Added |
| Lyrical Asset Management LP | 798,898 | $89.4M | 1.89% | −20,932−2.6% | Reduced |
| Dimensional Fund Advisors LP | 779,119 | $123.4M | 0.04% | +2,095+0.3% | Added |
| Kiltearn Partners LLP | 847,214 | $134.2M | 9.85% | −366,622−30.2% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 931,781 | $147.6M | 5.17% | −686,331−42.4% | Reduced |
| Ariel Investments, LLC | 1,128,307 | $178.8M | 1.81% | −16,947−1.5% | Reduced |
| State Street Corp | 1,257,863 | $199.3M | 0.01% | −13,530−1.1% | Reduced |
| FMR LLC | 1,563,399 | $247.7M | 0.02% | −1,746−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 2,237,093 | $354.4M | 6.69% | +159,710+7.7% | Added |
| Morgan Stanley | 2,772,941 | $439.3M | 0.05% | +2,497,690+907.4% | Added |
| EdgePoint Investment Group Inc. | 3,089,345 | $489.4M | 5.22% | −1,148,824−27.1% | Reduced |
| BlackRock Inc. | 3,505,084 | $555.3M | 0.02% | +93,673+2.7% | Added |
| Vanguard Group Inc | 3,874,869 | $613.9M | 0.02% | +83,743+2.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −38,400−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,762−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −13,910−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,587−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,029−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,777−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,378−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,008−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −2,874−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,638−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −1,943−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Atlanta Capital Management Co L L C | – | – | – | – | Not filed |