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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 5,240 | $830.0K | 0.02% | −2,200−29.6% | Reduced |
| ProShare Advisors LLC | 5,198 | $823.5K | 0.00% | +541+11.6% | Added |
| Brown Brothers Harriman & Co | 5,100 | $808.0K | 0.01% | +302+6.3% | Added |
| Illinois Municipal Retirement Fund | 5,088 | $806.0K | 0.02% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 5,045 | $799.3K | 0.04% | +184+3.8% | Added |
| Xponance, Inc. | 4,946 | $783.6K | 0.01% | +442+9.8% | Added |
| Pictet Asset Management SA | 4,828 | $765.0K | 0.00% | +1,928+66.5% | Added |
| FORA Capital, LLC | 4,820 | $763.6K | 0.12% | +4,820 | New |
| True Wealth Design, LLC | 4,809 | $761.9K | 0.35% | +4,809 | New |
| AE Wealth Management LLC | 4,789 | $758.7K | 0.01% | +267+5.9% | Added |
| Winton Group Ltd | 4,701 | $744.8K | 0.05% | −173−3.5% | Reduced |
| Welch & Forbes LLC | 4,650 | $736.7K | 0.01% | +750+19.2% | Added |
| SG Americas Securities, LLC | 4,564 | $723.0K | 0.01% | +977+27.2% | Added |
| Mercer Global Advisors Inc | 4,539 | $719.0K | 0.00% | +4,539 | New |
| Twinbeech Capital LP | 4,185 | $663.0K | 0.01% | +4,185 | New |
| 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 |
| SkyView Investment Advisors, LLC | 3,887 | $616.0K | 0.19% | −83−2.1% | Reduced |
| Impax Asset Management Group plc | 3,860 | $611.5K | 0.00% | −152−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 3,736 | $592.0K | 0.01% | +647+20.9% | Added |
| KB Financial Partners, LLC | 3,631 | $575.0K | 0.20% | −113−3.0% | Reduced |
| RBF Capital, LLC | 3,600 | $570.0K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,526 | $558.6K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,487 | $552.4K | 0.01% | −2,034−36.8% | Reduced |
| Ironwood Investment Counsel, LLC | 3,480 | $551.3K | 0.13% | +565+19.4% | Added |
| Teza Capital Management LLC | 3,442 | $545.3K | 0.10% | +3,442 | New |
| Legacy Wealth Asset Management, LLC | 3,404 | $539.3K | 0.21% | +79+2.4% | Added |
| Cornercap Investment Counsel Inc | 3,316 | $525.4K | 0.09% | −446−11.9% | Reduced |
| Susquehanna International Group, LLP | 3,311 | $524.6K | 0.00% | −3,251−49.5% | Reduced |
| Guinness Asset Management LTD | 3,279 | $519.5K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,129 | $495.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,113 | $493.2K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,094 | $490.2K | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,004 | $475.9K | 0.00% | −74−2.4% | Reduced |
| Zeke Capital Advisors, LLC | 3,002 | $475.6K | 0.03% | +3,002 | New |
| Trail Ridge Investment Advisors, LLC | 2,969 | $470.4K | 0.32% | 00.0% | Unchanged |
| US Bancorp | 2,942 | $466.1K | 0.00% | −31−1.0% | Reduced |
| Quadrature Capital Ltd | 2,787 | $441.6K | 0.01% | +2,787 | New |
| AdvisorShares Investments LLC | 2,765 | $438.1K | 0.12% | +2,765 | New |
| Kula Investments, LLC | 2,587 | $409.9K | 0.14% | +2,587 | New |
| Relative Value Partners Group, LLC | 2,540 | $402.4K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,500 | $396.1K | 0.10% | 00.0% | Unchanged |
| CWM, LLC | 2,487 | $394.0K | 0.00% | +30+1.2% | Added |
| Belpointe Asset Management LLC | 2,454 | $388.8K | 0.02% | +2,454 | New |
| Verition Fund Management LLC | 2,376 | $376.4K | 0.01% | +2,376 | New |
| Cubic Asset Management, LLC | 2,374 | $376.1K | 0.11% | −1,460−38.1% | Reduced |
| Bank of New Hampshire | 2,297 | $364.0K | 0.11% | −716−23.8% | Reduced |
| Coldstream Capital Management Inc | 2,266 | $359.0K | 0.01% | +2,266 | New |
| Cadent Capital Advisors, LLC | 2,194 | $347.6K | 0.21% | 00.0% | Unchanged |
| Mariner, LLC | 2,164 | $343.0K | 0.00% | +103+5.0% | Added |
| Axq Capital, LP | 2,057 | $325.9K | 0.23% | +2,057 | New |
| Cetera Investment Advisers | 2,011 | $318.6K | 0.00% | +2,011 | New |
| M&T Bank Corp | 2,001 | $317.0K | 0.00% | +2,001 | New |
| CSS LLC | 2,000 | $316.9K | 0.02% | +2,000 | New |
| O'Shaughnessy Asset Management, LLC | 1,964 | $311.2K | 0.01% | +1,964 | New |
| Shelton Capital Management | 1,911 | $302.8K | 0.03% | −123−6.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,883 | $298.3K | 0.00% | −3,267−63.4% | Reduced |
| Toroso Investments, LLC | 1,877 | $297.0K | 0.01% | +1,877 | New |
| LMR Partners LLP | 1,834 | $290.6K | 0.01% | +1,834 | New |
| Advisory Services Network, LLC | 1,825 | $289.1K | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,806 | $286.1K | 0.10% | −27−1.5% | Reduced |
| Greenleaf Trust | 1,796 | $285.0K | 0.00% | +1,796 | New |
| Boston Private Wealth LLC | 1,789 | $283.4K | 0.00% | +1,789 | New |
| Kendall Capital Management | 1,730 | $274.0K | 0.14% | +1,730 | New |
| CI Private Wealth, LLC | 1,704 | $269.7K | 0.00% | +1,704 | New |
| Aquatic Capital Management LLC | 1,700 | $269.0K | 0.02% | +800+88.9% | Added |
| Van Eck Associates Corp | 1,683 | $267.0K | 0.00% | +1,683 | New |
| CIBC World Markets Inc. | 1,659 | $263.0K | 0.00% | −495−23.0% | Reduced |
| Cetera Advisor Networks LLC | 1,622 | $257.0K | 0.00% | +1,622 | New |
| Wade G W & Inc | 1,590 | $252.0K | 0.01% | +1,590 | New |
| Raymond James Financial Services Advisors, Inc. | 1,509 | $239.2K | 0.00% | +1,509 | New |
| Profund Advisors LLC | 1,492 | $236.4K | 0.02% | +1,492 | New |
| Walleye Trading LLC | 1,460 | $231.3K | 0.01% | −503−25.6% | Reduced |
| Wedge Capital Management L L P | 1,453 | $230.0K | 0.00% | +1,453 | New |
| Shell Asset Management Co | 1,405 | $223.0K | 0.01% | −298−17.5% | Reduced |
| Gallacher Capital Management LLC | 1,401 | $222.0K | 0.13% | +1,401 | New |
| Meeder Asset Management Inc | 1,390 | $220.2K | 0.02% | +956+220.3% | Added |
| Ritholtz Wealth Management | 1,389 | $220.1K | 0.01% | +1,389 | New |
| Forum Financial Management, LP | 1,377 | $218.2K | 0.01% | +1,377 | New |
| HighTower Advisors, LLC | 1,354 | $216.0K | 0.00% | +1,354 | New |
| Integrated Investment Consultants, LLC | 1,350 | $213.9K | 0.07% | +1,350 | New |
| Tolleson Wealth Management, Inc. | 1,319 | $209.0K | 0.06% | +1,319 | New |
| Apollon Wealth Management, LLC | 1,289 | $204.2K | 0.01% | +1,289 | New |
| Assetmark, Inc | 1,091 | $172.8K | 0.00% | +1,079+8,991.7% | Added |
| Quent Capital, LLC | 1,060 | $168.0K | 0.03% | −29−2.7% | Reduced |
| EMC Capital Management | 937 | $148.0K | 0.13% | +413+78.8% | Added |
| Harvest Fund Management Co., Ltd | 919 | $146.0K | 0.04% | +156+20.4% | Added |
| Sutton Wealth Advisors Inc. | 905 | $143.4K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 890 | $141.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 821 | $130.0K | 0.01% | −2,635−76.2% | Reduced |
| Smithfield Trust Co | 735 | $118.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 724 | $113.0K | 0.00% | +203+39.0% | Added |
| Globeflex Capital L P | 674 | $106.8K | 0.01% | +674 | New |
| One Wealth Advisors, LLC | 674 | $106.8K | 0.02% | +674 | New |
| Advisor Group Holdings, Inc. | 515 | $82.0K | 0.00% | −118−18.6% | Reduced |
| Ronald Blue Trust, Inc. | 695 | $78.0K | 0.00% | +123+21.5% | Added |
| Quadrant Capital Group LLC | 415 | $65.7K | 0.01% | −79−16.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 412 | $65.2K | 0.00% | −22−5.1% | Reduced |
| Signaturefd, LLC | 389 | $61.6K | 0.00% | +14+3.7% | Added |
| Truvestments Capital LLC | 330 | $52.3K | 0.03% | 00.0% | Unchanged |