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, Q1 2023
Institutional positions in Affiliated Managers Group, Inc. as of Mar 31, 2023. 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
- 388
- +25 vs. Q4 2022
- Shares held
- 35.2M
- +246.2K (+0.7%) vs. Q4 2022
- Total value
- $4.92B
- −$578.7M (−10.5%) vs. Q4 2022
- New holders
- 66
- 130 more added
- Sold out
- 41
- 138 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,817,383 | $543.7M | 0.01% | −57,486−1.5% | Reduced |
| BlackRock Inc. | 3,496,206 | $497.9M | 0.01% | −8,878−0.3% | Reduced |
| EdgePoint Investment Group Inc. | 2,882,089 | $410.5M | 4.12% | −207,256−6.7% | Reduced |
| Morgan Stanley | 2,754,887 | $392.4M | 0.04% | −18,054−0.7% | Reduced |
| Clarkston Capital Partners, LLC | 2,267,555 | $322.9M | 6.02% | +30,462+1.4% | Added |
| FMR LLC | 1,693,104 | $241.1M | 0.02% | +129,705+8.3% | Added |
| State Street Corp | 1,290,785 | $183.8M | 0.01% | +32,922+2.6% | Added |
| Ariel Investments, LLC | 1,092,160 | $155.5M | 1.49% | −36,147−3.2% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 923,358 | $131.5M | 4.45% | −8,423−0.9% | Reduced |
| Kiltearn Partners LLP | 835,414 | $119.0M | 8.59% | −11,800−1.4% | Reduced |
| Dimensional Fund Advisors LP | 791,890 | $112.8M | 0.04% | +12,771+1.6% | Added |
| Lyrical Asset Management LP | 768,537 | $109.5M | 2.13% | −30,361−3.8% | Reduced |
| Geode Capital Management, LLC | 529,129 | $75.4M | 0.01% | +21,463+4.2% | Added |
| Bank of New York Mellon Corp | 407,037 | $58.0M | 0.01% | +810+0.2% | Added |
| Spyglass Capital Management LLC | 400,765 | $57.1M | 4.30% | −18,776−4.5% | Reduced |
| Northern Trust Corp | 371,817 | $53.0M | 0.01% | +5,407+1.5% | Added |
| Charles Schwab Investment Management Inc | 356,913 | $50.8M | 0.02% | −383−0.1% | Reduced |
| LGT Capital Partners Ltd. | 321,205 | $45.7M | 1.27% | +81,890+34.2% | Added |
| Bruni J V & Co | 313,835 | $44.7M | 6.19% | −1,925−0.6% | Reduced |
| Deutsche Bank AG | 312,399 | $44.5M | 0.02% | +206,044+193.7% | Added |
| D. E. Shaw & Co., Inc. | 263,811 | $37.6M | 0.06% | +48,643+22.6% | Added |
| Raymond James & Associates | 244,605 | $34.8M | 0.03% | −8,869−3.5% | Reduced |
| Millennium Management LLC | 238,533 | $34.0M | 0.04% | −161,069−40.3% | Reduced |
| Allianz Asset Management GmbH | 209,520 | $29.8M | 0.06% | +158,589+311.4% | Added |
| Goldman Sachs Group Inc | 204,011 | $29.1M | 0.01% | −4,401−2.1% | Reduced |
| Junto Capital Management LP | 199,961 | $28.5M | 0.80% | +199,961 | New |
| Lazard Asset Management LLC | 179,140 | $25.5M | 0.03% | +13,785+8.3% | Added |
| JPMorgan Chase & Co | 169,151 | $24.1M | 0.00% | +11,177+7.1% | Added |
| LSV Asset Management | 165,539 | $23.6M | 0.05% | −850−0.5% | Reduced |
| Schroder Investment Management Group | 163,876 | $23.3M | 0.03% | −22,796−12.2% | Reduced |
| Bank of America Corp | 160,735 | $22.9M | 0.00% | −25,061−13.5% | Reduced |
| Principal Financial Group Inc | 149,069 | $21.2M | 0.02% | +1,324+0.9% | Added |
| Prana Capital Management, LP | 143,906 | $20.5M | 1.74% | +52,228+57.0% | Added |
| Polar Capital Holdings Plc | 142,906 | $20.4M | 0.15% | +11,294+8.6% | Added |
| American Century Companies Inc | 141,844 | $20.2M | 0.02% | +92,826+189.4% | Added |
| Reinhart Partners, Inc. | 140,122 | $20.0M | 1.08% | −6,856−4.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 126,957 | $18.1M | 0.17% | +35,692+39.1% | Added |
| First Trust Advisors LP | 122,147 | $17.4M | 0.02% | −65,896−35.0% | Reduced |
| Nuveen Asset Management, LLC | 120,249 | $17.1M | 0.01% | −9,259−7.1% | Reduced |
| Hancock Whitney Corp | 119,313 | $17.0M | 0.68% | +2,966+2.5% | Added |
| Rhumbline Advisers | 115,020 | $16.4M | 0.02% | −2,509−2.1% | Reduced |
| Man Group plc | – | $15.9M | 0.06% | – | – |
| Citadel Advisors LLC | 108,788 | $15.5M | 0.02% | −356,765−76.6% | Reduced |
| Macquarie Group Ltd | 108,750 | $15.5M | 0.02% | −1,450−1.3% | Reduced |
| Panagora Asset Management Inc | 107,105 | $15.3M | 0.10% | −1,828−1.7% | Reduced |
| Norges Bank | 101,345 | $14.4M | 0.00% | −371,537−78.6% | Reduced |
| Retirement Systems of Alabama | 99,119 | $14.1M | 0.06% | +49,470+99.6% | Added |
| Gillson Capital LP | 96,864 | $13.8M | 1.14% | +13,848+16.7% | Added |
| North Star Asset Management Inc | 95,339 | $13.6M | 0.80% | −272−0.3% | Reduced |
| Qube Research & Technologies Ltd | 94,568 | $13.5M | 0.08% | +94,568 | New |
| Assenagon Asset Management S.A. | 94,320 | $13.4M | 0.05% | +31,042+49.1% | Added |
| Invesco Ltd. | 94,135 | $13.4M | 0.00% | −74,344−44.1% | Reduced |
| Renaissance Technologies LLC | 92,100 | $13.1M | 0.02% | +17,800+24.0% | Added |
| Two Sigma Advisers, LP | 90,800 | $12.9M | 0.03% | −1,100−1.2% | Reduced |
| Cinctive Capital Management LP | 84,686 | $12.1M | 0.45% | +58,065+218.1% | Added |
| California Public Employees Retirement System | 83,459 | $11.9M | 0.01% | −13,775−14.2% | Reduced |
| UBS Asset Management Americas Inc | 82,713 | $11.8M | 0.01% | +865+1.1% | Added |
| Swiss National Bank | 81,300 | $11.6M | 0.01% | −11,000−11.9% | Reduced |
| Wallace Capital Management Inc. | 80,284 | $11.4M | 1.87% | −3,745−4.5% | Reduced |
| Jupiter Asset Management Ltd | 77,359 | $11.0M | 0.15% | +13,259+20.7% | Added |
| Wells Fargo & Company | 77,055 | $11.0M | 0.00% | +1,529+2.0% | Added |
| Channing Capital Management, LLC | 67,378 | $9.60M | 0.31% | −28,544−29.8% | Reduced |
| ExodusPoint Capital Management, LP | 61,985 | $8.83M | 0.10% | +28,996+87.9% | Added |
| Nordea Investment Management AB | 59,826 | $8.36M | 0.01% | −6,248−9.5% | Reduced |
| New York State Teachers Retirement System | 58,635 | $8.35M | 0.02% | −384−0.7% | Reduced |
| American International Group, Inc. | 58,120 | $8.28M | 0.05% | −544−0.9% | Reduced |
| Alliancebernstein L.P. | 57,183 | $8.14M | 0.00% | −1,011−1.7% | Reduced |
| Legal & General Group Plc | 57,018 | $8.12M | 0.00% | +958+1.7% | Added |
| Ameriprise Financial Inc | 55,335 | $7.88M | 0.00% | −834−1.5% | Reduced |
| Russell Investments Group, Ltd. | 54,903 | $7.82M | 0.02% | −18,161−24.9% | Reduced |
| Acadian Asset Management LLC | 54,637 | $7.78M | 0.03% | −15,827−22.5% | Reduced |
| Parkwood LLC | 53,446 | $7.61M | 1.42% | +15,398+40.5% | Added |
| Cambria Investment Management, L.P. | 51,963 | $7.40M | 0.61% | +51,963 | New |
| Assetmark, Inc | 51,557 | $7.34M | 0.03% | +50,466+4,625.7% | Added |
| Los Angeles Capital Management LLC | 50,746 | $7.23M | 0.03% | 00.0% | Unchanged |
| Credit Suisse AG | 48,430 | $6.90M | 0.01% | +585+1.2% | Added |
| California State Teachers Retirement System | 47,422 | $6.75M | 0.01% | −1,194−2.5% | Reduced |
| Truist Financial Corp | 47,065 | $6.70M | 0.01% | −820−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 45,074 | $6.42M | 0.01% | −1,680−3.6% | Reduced |
| UBS Group AG | 44,923 | $6.40M | 0.00% | +8,516+23.4% | Added |
| Voya Investment Management LLC | 44,343 | $6.32M | 0.01% | +21,377+93.1% | Added |
| State of Tennessee, Treasury Department | 43,593 | $6.21M | 0.03% | −2,931−6.3% | Reduced |
| New York State Common Retirement Fund | 42,366 | $6.03M | 0.01% | −1,504−3.4% | Reduced |
| SEI Investments Co | 42,316 | $6.03M | 0.01% | +10,769+34.1% | Added |
| Squarepoint Ops LLC | 41,630 | $5.93M | 0.04% | +41,630 | New |
| Storebrand Asset Management AS | 40,849 | $5.82M | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 39,503 | $5.63M | 0.00% | +8,114+25.8% | Added |
| Twinbeech Capital LP | 35,560 | $5.06M | 0.10% | +31,375+749.7% | Added |
| Calamos Advisors LLC | 35,430 | $5.05M | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 34,584 | $4.93M | 0.01% | −3,981−10.3% | Reduced |
| Victory Capital Management Inc | 34,494 | $4.91M | 0.01% | +9,550+38.3% | Added |
| Texas Permanent School Fund | 33,782 | $4.81M | 0.05% | +8,458+33.4% | Added |
| Franklin Resources Inc | 33,213 | $4.73M | 0.00% | −6,674−16.7% | Reduced |
| Bridgewater Associates, LP | 32,990 | $4.70M | 0.03% | +11,890+56.4% | Added |
| Canada Pension Plan Investment Board | 32,900 | $4.69M | 0.01% | +32,900 | New |
| Two Sigma Investments, LP | 32,426 | $4.62M | 0.01% | −64,119−66.4% | Reduced |
| Treasurer of the State of North Carolina | 31,355 | $4.47M | 0.03% | +15,130+93.3% | Added |
| Great West Life Assurance Co | 30,431 | $4.33M | 0.01% | −328−1.1% | Reduced |
| Mutual of America Capital Management LLC | 30,318 | $4.32M | 0.05% | −639−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 29,525 | $4.20M | 0.01% | +4,890+19.8% | Added |