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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 325 | $51.5K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 323 | $51.2K | 0.04% | +323 | New |
| Nomura Asset Management Co Ltd | 310 | $49.1K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 312 | $49.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 304 | $48.2K | 0.01% | −219−41.9% | Reduced |
| Covestor Ltd | 237 | $38.0K | 0.03% | +150+172.4% | Added |
| First Horizon Advisors, Inc. | 219 | $34.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 219 | $34.7K | 0.00% | +84+62.2% | Added |
| TCI Wealth Advisors, Inc. | 206 | $32.6K | 0.00% | −1−0.5% | Reduced |
| Ellevest, Inc. | 187 | $29.6K | 0.00% | +31+19.9% | Added |
| IFP Advisors, Inc | 323 | $29.0K | 0.00% | −116−26.4% | Reduced |
| Fifth Third Bancorp | 152 | $24.1K | 0.00% | −3−1.9% | Reduced |
| Investors Research Corp | 150 | $23.8K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 135 | $21.0K | 0.00% | +135 | New |
| Accurate Wealth Management, LLC | 114 | $19.4K | 0.01% | +114 | New |
| Comerica Securities,inc. | 105 | $16.6K | 0.00% | +105 | New |
| Steward Partners Investment Advisory, LLC | 101 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $15.8K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 96 | $15.2K | 0.00% | −20−17.2% | Reduced |
| Ci Investments Inc. | 95 | $15.0K | 0.00% | +88+1,257.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 77 | $12.2K | 0.00% | +77 | New |
| Plante Moran Financial Advisors, LLC | 73 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 58 | $9.19K | 0.00% | −29−33.3% | Reduced |
| Umb Bank N A | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $8.55K | 0.00% | +54 | New |
| Delta Asset Management LLC | 53 | $8.40K | 0.00% | +53 | New |
| JFS Wealth Advisors, LLC | 49 | $7.76K | 0.00% | +6+14.0% | Added |
| Bell Investment Advisors, Inc | 45 | $7.13K | 0.00% | +8+21.6% | Added |
| Quantbot Technologies LP | 43 | $6.81K | 0.00% | +43 | New |
| ClariVest Asset Management LLC | 37 | $6.00K | 0.00% | +37 | New |
| Massmutual Trust Co FSB | 34 | $5.00K | 0.00% | −12−26.1% | Reduced |
| Bessemer Group Inc | 34 | $5.00K | 0.00% | +34 | New |
| Schubert & Co | 31 | $4.91K | 0.00% | −2−6.1% | Reduced |
| West Branch Capital LLC | 31 | $4.91K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $4.75K | 0.01% | +30 | New |
| Asset Dedication, LLC | 23 | $4.00K | 0.00% | −8−25.8% | Reduced |
| Vigilant Capital Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $3.96K | 0.00% | −60−70.6% | Reduced |
| Money Concepts Capital Corp | 22 | $3.48K | 0.00% | −46−67.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.48K | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 21 | $3.33K | 0.00% | +20+2,000.0% | Added |
| Creative Financial Designs Inc | 20 | $3.17K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $3.17K | 0.00% | +20 | New |
| Earnest Partners LLC | 19 | $3.01K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 18 | $3.00K | 0.00% | +1+5.9% | Added |
| Concord Wealth Partners | 18 | $2.85K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 17 | $2.69K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17 | $2.69K | 0.00% | +17 | New |
| Zullo Investment Group, Inc. | 16 | $2.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.38K | 0.00% | +8+114.3% | Added |
| Glassman Wealth Services | 14 | $2.22K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $2.06K | 0.00% | +5+62.5% | Added |
| Steward Financial Group LLC | 17 | $2.00K | 0.00% | +17 | New |
| Disciplined Investments, LLC | 11 | $1.74K | 0.00% | −2−15.4% | Reduced |
| JJJ Advisors Inc. | 9 | $1.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $1.11K | 0.00% | −2−22.2% | Reduced |
| Raffa Wealth Management, LLC | 6 | $951 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $792 | 0.00% | +5 | New |
| 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 |
| Sargent Bickham Lagudis LLC | 2 | $317 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $86 | 0.00% | +1 | New |
| GWM Advisors LLC | 97 | $15 | 0.00% | +97 | New |
| 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 |