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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ1 2023: 388 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ1 2023: $4.92B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Verition Fund Management LLC1,622$231.0K0.00%−754−31.7%Reduced
Nilsine Partners, LLC1,660$236.4K0.04%+1,660New
Oak Thistle LLC1,661$236.6K0.14%+1,661New
Guggenheim Capital LLC1,760$250.7K0.00%+1,760New
Boston Private Wealth LLC1,779$253.4K0.00%−10−0.6%Reduced
Nicolet Bankshares Inc1,783$253.9K0.08%−23−1.3%Reduced
Great Lakes Advisors, LLC1,785$254.2K0.00%−30,173−94.4%Reduced
Greenleaf Trust1,813$258.2K0.00%+17+0.9%Added
Advisory Services Network, LLC1,832$260.9K0.01%+7+0.4%Added
Autumn Glory Partners, LLC1,850$263.5K0.23%+1,850New
Dark Forest Capital Management LP1,867$265.9K0.06%+1,867New
Shelton Capital Management1,911$272.2K0.01%00.0%Unchanged
Mill Creek Capital Advisors, LLC1,914$272.6K0.01%+1,914New
Amplius Wealth Advisors, LLC1,956$278.6K0.04%+1,956New
M&T Bank Corp1,966$280.0K0.00%−35−1.7%Reduced
Allspring Global Investments Holdings, LLC1,991$283.6K0.00%+108+5.7%Added
Cadent Capital Advisors, LLC1,996$284.3K0.17%−198−9.0%Reduced
Cetera Investment Advisers2,173$309.5K0.00%+162+8.1%Added
Boothbay Fund Management, LLC2,205$314.0K0.01%+2,205New
ProShare Advisors LLC2,240$319.0K0.00%−2,958−56.9%Reduced
Walleye Trading LLC2,240$319.0K0.01%+780+53.4%Added
Kula Investments, LLC2,243$319.4K0.08%−344−13.3%Reduced
Bank of New Hampshire2,247$320.0K0.10%−50−2.2%Reduced
Coldstream Capital Management Inc2,252$320.7K0.01%−14−0.6%Reduced
Y-Intercept (Hong Kong) Ltd2,368$337.3K0.04%+2,368New
Maverick Capital LtdSuperinvestorMaverick Capital2,373$338.0K0.01%+2,373New
Cubic Asset Management, LLC2,374$338.1K0.09%00.0%Unchanged
Sterling Manor Financial, LLC2,394$341.0K0.33%+2,394New
Mariner, LLC2,397$341.0K0.00%+233+10.8%Added
CWM, LLC2,452$349.0K0.00%−35−1.4%Reduced
Harbor Advisors LLC2,500$356.1K0.08%00.0%Unchanged
Relative Value Partners Group, LLC2,540$361.7K0.02%00.0%Unchanged
MQS Management LLC2,578$367.2K0.24%+2,578New
Tudor Investment Corp Et Al2,590$369.0K0.01%+2,590New
Diversified Trust Co2,650$377.4K0.01%−3,667−58.0%Reduced
Jackson Wealth Management, LLC2,716$386.8K0.29%+2,716New
AdvisorShares Investments LLC2,735$389.5K0.12%−30−1.1%Reduced
Procyon Private Wealth Partners, LLC2,838$404.2K0.07%−256−8.3%Reduced
Versor Investments LP2,876$409.6K0.05%+2,876New
Jane Street Group, LLC2,949$420.0K0.00%−4,926−62.6%Reduced
US Bancorp2,949$420.0K0.00%+7+0.2%Added
Trail Ridge Investment Advisors, LLC2,969$422.8K0.28%00.0%Unchanged
DekaBank Deutsche Girozentrale3,091$427.0K0.00%+3,091New
Cresset Asset Management, LLC3,041$433.1K0.01%+3,041New
Cornerstone Investment Partners, LLC3,090$440.1K0.03%−23−0.7%Reduced
Hillsdale Investment Management Inc.3,100$441.5K0.04%+3,100New
Maryland State Retirement & Pension System3,129$445.6K0.01%00.0%Unchanged
Oliver Luxxe Assets LLC3,210$457.2K0.12%+3,210New
Prudential PLC3,253$463.3K0.01%+3,253New
Crossmark Global Holdings, Inc.3,324$474.0K0.01%−412−11.0%Reduced
Legacy Wealth Asset Management, LLC3,343$476.1K0.17%−61−1.8%Reduced
Securian Asset Management, Inc3,426$487.9K0.01%−100−2.8%Reduced
Ironwood Investment Counsel, LLC3,480$495.6K0.12%00.0%Unchanged
Quantamental Technologies LLC3,504$499.0K0.27%+3,504New
Guinness Asset Management LTD3,581$510.0K0.01%+302+9.2%Added
RBF Capital, LLC3,600$512.7K0.04%00.0%Unchanged
KB Financial Partners, LLC3,604$513.0K0.15%−27−0.7%Reduced
Welch & Forbes LLC3,650$519.8K0.01%−1,000−21.5%Reduced
Qsemble Capital Management, LP3,700$527.0K0.36%+3,700New
AXA S.A.3,800$541.2K0.00%+3,800New
Impax Asset Management Group plc3,860$549.7K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC3,930$560.0K0.13%+43+1.1%Added
Kendall Capital Management3,975$566.0K0.27%+2,245+129.8%Added
O'Shaughnessy Asset Management, LLC4,006$570.5K0.01%+2,042+104.0%Added
Wilkinson Global Asset Management LLC4,103$584.3K0.05%00.0%Unchanged
Robertson Stephens Wealth Management, LLC4,107$584.9K0.05%+4+0.1%Added
Resources Investment Advisors, LLC.4,173$594.3K0.01%+4,173New
CI Private Wealth, LLC4,498$640.6K0.00%+2,794+164.0%Added
Pictet Asset Management SA4,533$645.6K0.00%−295−6.1%Reduced
Mercer Global Advisors Inc4,580$652.0K0.00%+41+0.9%Added
Teza Capital Management LLC4,596$654.6K0.14%+1,154+33.5%Added
Mitsubishi UFJ Trust & Banking Corp4,778$680.5K0.00%+1,774+59.1%Added
Toroso Investments, LLC4,815$686.0K0.02%+2,938+156.5%Added
True Wealth Design, LLC4,908$699.0K0.29%+99+2.1%Added
Xponance, Inc.4,981$709.4K0.01%+35+0.7%Added
CenterBook Partners LP4,988$710.4K0.10%−2,654−34.7%Reduced
Illinois Municipal Retirement Fund5,088$725.0K0.02%00.0%Unchanged
ETF Managers Group, LLC5,121$729.3K0.02%+76+1.5%Added
Dynamic Technology Lab Private Ltd5,190$739.0K0.07%+5,190New
South Dakota Investment Council5,240$746.0K0.02%00.0%Unchanged
Brown Brothers Harriman & Co5,300$754.8K0.01%+200+3.9%Added
Ontario Teachers Pension Plan Board5,305$755.5K0.01%+5,305New
LPL Financial LLC5,365$764.1K0.00%−1,627−23.3%Reduced
Public Employees Retirement Association of Colorado5,475$780.0K0.00%00.0%Unchanged
Alberta Investment Management Corp5,500$783.3K0.01%00.0%Unchanged
RMB Capital Management, LLC5,600$797.6K0.03%00.0%Unchanged
Echo Street Capital Management LLC5,683$809.4K0.01%+5,683New
Zurcher Kantonalbank (Zurich Cantonalbank)5,756$819.8K0.00%+314+5.8%Added
Teachers Retirement System of the State of Kentucky6,122$872.0K0.01%00.0%Unchanged
Cornercap Investment Counsel Inc6,450$918.6K0.16%+3,134+94.5%Added
SG Americas Securities, LLC6,530$930.0K0.01%+1,966+43.1%Added
Utah Retirement Systems6,580$937.1K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt6,700$953.4K0.10%+6,700New
Cerity Partners LLC6,719$953.4K0.00%+839+14.3%Added
New Mexico Educational Retirement Board6,800$968.0K0.05%+700+11.5%Added
Asset Management One Co.,Ltd.6,996$996.4K0.00%+6,996New
Regions Financial Corp7,021$1.00M0.01%00.0%Unchanged
Susquehanna International Group, LLP7,349$1.05M0.00%+4,038+122.0%Added
Captrust Financial Advisors7,427$1.06M0.00%−2,336−23.9%Reduced
BNP Paribas Arbitrage, SA7,488$1.07M0.00%+66+0.9%Added