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 |
|---|---|---|---|---|---|
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $143 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $285 | 0.00% | +1+100.0% | Added |
| Parkside Financial Bank & Trust | 2 | $285 | 0.00% | +2 | New |
| Horizon Investments, LLC | 2 | $285 | 0.00% | +2 | New |
| Elequin Capital LP | 3 | $427 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $428 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $428 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $568 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $570 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 6 | $855 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6 | $858 | 0.00% | +6 | New |
| Global Retirement Partners, LLC | 7 | $989 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| JJJ Advisors Inc. | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9 | $1.28K | 0.00% | +4+80.0% | Added |
| M&R Capital Management Inc | 11 | $1.57K | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 12 | $1.71K | 0.00% | −9−42.9% | Reduced |
| Denali Advisors LLC | 12 | $1.71K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 13 | $1.85K | 0.00% | +2+18.2% | Added |
| Glassman Wealth Services | 14 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $1.99K | 0.00% | +1+7.7% | Added |
| SJS Investment Consulting Inc. | 14 | $2.00K | 0.00% | −1−6.7% | Reduced |
| Grove Bank & Trust | 15 | $2.14K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 17 | $2.42K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $2.56K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $2.71K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $2.85K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 26 | $3.00K | 0.00% | +9+52.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $4.13K | 0.00% | −2−6.5% | Reduced |
| ClariVest Asset Management LLC | 36 | $5.00K | 0.00% | −1−2.7% | Reduced |
| Bessemer Group Inc | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| Private Trust Co NA | 40 | $5.70K | 0.00% | +22+122.2% | Added |
| Massmutual Trust Co FSB | 41 | $5.84K | 0.00% | +7+20.6% | Added |
| JFS Wealth Advisors, LLC | 44 | $6.27K | 0.00% | −5−10.2% | Reduced |
| Ridgewood Investments LLC | 50 | $7.12K | 0.00% | +50 | New |
| Delta Asset Management LLC | 53 | $7.55K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $7.69K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 56 | $7.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $7.98K | 0.00% | +11+24.4% | Added |
| Harbour Investments, Inc. | 60 | $8.54K | 0.00% | +60 | New |
| Covestor Ltd | 70 | $10.0K | 0.01% | −167−70.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 73 | $10.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 90 | $12.8K | 0.00% | −6−6.3% | Reduced |
| Caldwell Trust Co | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 104 | $15.0K | 0.00% | +9+9.5% | Added |
| IFP Advisors, Inc | 258 | $16.1K | 0.00% | −65−20.1% | Reduced |
| Investors Research Corp | 150 | $21.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 160 | $22.8K | 0.00% | +8+5.3% | Added |
| Machina Capital S.A.S. | 195 | $27.8K | 0.02% | +195 | New |
| TCI Wealth Advisors, Inc. | 205 | $29.2K | 0.00% | −1−0.5% | Reduced |
| Ellevest, Inc. | 209 | $29.8K | 0.00% | +22+11.8% | Added |
| Nomura Asset Management Co Ltd | 220 | $31.3K | 0.00% | −90−29.0% | Reduced |
| Belpointe Asset Management LLC | 238 | $33.9K | 0.00% | −2,216−90.3% | Reduced |
| Bokf, NA | 252 | $35.9K | 0.00% | +252 | New |
| National Bank of Canada | 261 | $37.1K | 0.00% | −7,948−96.8% | Reduced |
| First Horizon Advisors, Inc. | 274 | $39.0K | 0.00% | +55+25.1% | Added |
| Parallel Advisors, LLC | 287 | $40.9K | 0.00% | +68+31.1% | Added |
| Baystate Wealth Management LLC | 312 | $44.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 324 | $46.1K | 0.01% | +20+6.6% | Added |
| Whittier Trust Co | 325 | $46.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $47.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 388 | $55.3K | 0.03% | +358+1,193.3% | Added |
| Quadrant Capital Group LLC | 406 | $57.8K | 0.01% | −9−2.2% | Reduced |
| Smithfield Trust Co | 435 | $62.0K | 0.00% | −300−40.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 456 | $64.9K | 0.00% | +44+10.7% | Added |
| Signaturefd, LLC | 481 | $68.5K | 0.00% | +92+23.7% | Added |
| GWM Advisors LLC | 513 | $73.1K | 0.00% | +416+428.9% | Added |
| Point72 Asset Management, L.P. | 570 | $81.2K | 0.00% | −138,930−99.6% | Reduced |
| Quantbot Technologies LP | 615 | $87.6K | 0.01% | +572+1,330.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 625 | $89.0K | 0.00% | −7,951−92.7% | Reduced |
| Itau Unibanco Holding S.A. | 626 | $89.2K | 0.00% | +626 | New |
| State of Wyoming | 651 | $92.7K | 0.03% | +651 | New |
| Globeflex Capital L P | 674 | $96.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 751 | $107.0K | 0.02% | −139−15.6% | Reduced |
| Kapitalo Investimentos Ltda | 822 | $117.1K | 0.04% | +822 | New |
| Harvest Fund Management Co., Ltd | 828 | $118.0K | 0.03% | −91−9.9% | Reduced |
| EMC Capital Management | 937 | $133.0K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 945 | $135.0K | 0.00% | +124+15.1% | Added |
| Quent Capital, LLC | 1,060 | $151.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,400 | $199.0K | 0.01% | −5−0.4% | Reduced |
| Aigen Investment Management, LP | 1,416 | $201.7K | 0.03% | +1,416 | New |
| United Capital Financial Advisers, LLC | 1,458 | $207.6K | 0.00% | +1,458 | New |
| Ronald Blue Trust, Inc. | 1,308 | $208.0K | 0.00% | +613+88.2% | Added |
| Creative Planning | 1,473 | $209.8K | 0.00% | +1,456+8,564.7% | Added |
| Wedge Capital Management L L P | 1,493 | $212.6K | 0.00% | +40+2.8% | Added |
| CSS LLC | 1,500 | $213.6K | 0.02% | −500−25.0% | Reduced |
| Wade G W & Inc | 1,530 | $218.0K | 0.01% | −60−3.8% | Reduced |
| DuPont Capital Management Corp | 1,550 | $220.8K | 0.01% | −5,780−78.9% | Reduced |
| Axq Capital, LP | 1,552 | $221.0K | 0.09% | −505−24.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,559 | $221.3K | 0.00% | +1,044+202.7% | Added |
| Ritholtz Wealth Management | 1,558 | $221.9K | 0.01% | +169+12.2% | Added |
| Cetera Advisor Networks LLC | 1,585 | $225.7K | 0.00% | −37−2.3% | Reduced |