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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 7,616 | $1.08M | 0.00% | −74−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,638 | $1.09M | 0.00% | −2,375−23.7% | Reduced |
| Donoghue Forlines LLC | 7,890 | $1.12M | 0.40% | +7,890 | New |
| Commerce Bank | 7,949 | $1.13M | 0.01% | −28−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 7,974 | $1.14M | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,983 | $1.14M | 0.04% | −301−3.6% | Reduced |
| State of Alaska, Department of Revenue | 8,088 | $1.15M | 0.01% | −112−1.4% | Reduced |
| Gsa Capital Partners LLP | 8,202 | $1.17M | 0.12% | +1,739+26.9% | Added |
| Duality Advisers, LP | 8,244 | $1.17M | 0.13% | +8,244 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,337 | $1.19M | 0.00% | +139+1.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,357 | $1.19M | 0.03% | +4,870+139.7% | Added |
| Sepio Capital, LP | 8,634 | $1.23M | 0.11% | −2,395−21.7% | Reduced |
| JustInvest LLC | 8,796 | $1.25M | 0.04% | +1,449+19.7% | Added |
| Aviva PLC | 8,810 | $1.25M | 0.01% | +3,477+65.2% | Added |
| Handelsbanken Fonder AB | 9,100 | $1.30M | 0.01% | +3,200+54.2% | Added |
| State of Michigan Retirement System | 9,519 | $1.36M | 0.01% | −100−1.0% | Reduced |
| Gotham Asset Management, LLC | 9,554 | $1.36M | 0.03% | −336−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,590 | $1.37M | 0.05% | −136−1.4% | Reduced |
| Neuberger Berman Group LLC | 9,667 | $1.38M | 0.00% | −2,572−21.0% | Reduced |
| Brandywine Global Investment Management, LLC | 9,829 | $1.40M | 0.01% | +9,829 | New |
| Thrivent Financial for Lutherans | 9,941 | $1.42M | 0.00% | −93−0.9% | Reduced |
| Hi-Line Capital Management, LLC | 9,998 | $1.42M | 0.49% | −51,567−83.8% | Reduced |
| Louisiana State Employees Retirement System | 10,000 | $1.42M | 0.04% | −100−1.0% | Reduced |
| Barclays PLC | 10,285 | $1.46M | 0.00% | +2,763+36.7% | Added |
| Pathstone Family Office, LLC | 10,425 | $1.49M | 0.02% | −304−2.8% | Reduced |
| APG Asset Management N.V. | 11,500 | $1.51M | 0.00% | −100−0.9% | Reduced |
| Arizona State Retirement System | 10,914 | $1.55M | 0.01% | +128+1.2% | Added |
| Oregon Public Employees Retirement Fund | 10,993 | $1.57M | 0.02% | −168−1.5% | Reduced |
| Redwood Investment Management, LLC | 11,019 | $1.57M | 0.17% | +1,751+18.9% | Added |
| Winton Group Ltd | 11,104 | $1.58M | 0.10% | +6,403+136.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,400 | $1.62M | 0.01% | +1,400+14.0% | Added |
| STRS Ohio | 12,204 | $1.74M | 0.01% | +4,354+55.5% | Added |
| Graham Capital Management, L.P. | 12,247 | $1.74M | 0.06% | +681+5.9% | Added |
| Mackenzie Financial Corp | 12,464 | $1.78M | 0.00% | −851−6.4% | Reduced |
| Magnetar Financial LLC | 12,514 | $1.78M | 0.03% | +12,514 | New |
| Rockefeller Capital Management L.P. | 13,007 | $1.85M | 0.01% | +12,283+1,696.5% | Added |
| Seascape Capital Management | 13,020 | $1.85M | 0.95% | +596+4.8% | Added |
| Arrowstreet Capital, Limited Partnership | 13,161 | $1.87M | 0.00% | −42,193−76.2% | Reduced |
| Royal Bank of Canada | 13,310 | $1.90M | 0.00% | +1,771+15.3% | Added |
| Natixis Advisors, L.P. | 13,664 | $1.95M | 0.01% | +52+0.4% | Added |
| Citigroup Inc | 13,731 | $1.96M | 0.00% | +35+0.3% | Added |
| Envestnet Asset Management Inc | 755,310 | $1.96M | 0.00% | +740,248+4,914.7% | Added |
| Blair William & Co | 13,897 | $1.98M | 0.01% | −9−0.1% | Reduced |
| Prelude Capital Management, LLC | 13,969 | $1.99M | 0.14% | +13,969 | New |
| Marshall Wace, LLP | 14,673 | $2.09M | 0.01% | +14,673 | New |
| Long Road Investment Counsel, LLC | 14,785 | $2.11M | 1.01% | −260−1.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,284 | $2.18M | 0.41% | +9,079+146.3% | Added |
| River & Mercantile Asset Management LLP | 15,620 | $2.22M | 0.46% | −4,900−23.9% | Reduced |
| Prudential Financial Inc | 20,351 | $2.40M | 0.00% | −9,546−31.9% | Reduced |
| Fred Alger Management, LLC | 16,836 | $2.40M | 0.01% | +40.0% | Added |
| Stifel Financial Corp | 16,935 | $2.41M | 0.00% | −80.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,966 | $2.42M | 0.02% | +20+0.1% | Added |
| Henshaw Capital LLC | 16,986 | $2.42M | 0.15% | −3,480−17.0% | Reduced |
| Verdence Capital Advisors LLC | 17,454 | $2.49M | 0.30% | +436+2.6% | Added |
| Candriam Luxembourg S.C.A. | 19,008 | $2.49M | 0.02% | +19,008 | New |
| Engineers Gate Manager LP | 17,559 | $2.50M | 0.10% | +3,842+28.0% | Added |
| Janus Henderson Group PLC | 17,635 | $2.51M | 0.00% | +9,703+122.3% | Added |
| Vident Investment Advisory, LLC | 17,900 | $2.55M | 0.08% | −1,741−8.9% | Reduced |
| Putnam Investments LLC | 18,243 | $2.60M | 0.00% | −2,329−11.3% | Reduced |
| Poehling Capital Management, LLC | 18,594 | $2.65M | 0.89% | +738+4.1% | Added |
| HSBC Holdings PLC | 19,250 | $2.71M | 0.00% | +11,146+137.5% | Added |
| Cubist Systematic Strategies, LLC | 19,129 | $2.72M | 0.03% | −17,002−47.1% | Reduced |
| Trexquant Investment LP | 19,612 | $2.79M | 0.08% | +6,332+47.7% | Added |
| Yousif Capital Management, LLC | 19,954 | $2.84M | 0.04% | −255−1.3% | Reduced |
| Bank of Montreal | 20,157 | $2.87M | 0.00% | +9,699+92.7% | Added |
| Jacobs Levy Equity Management, Inc | 20,278 | $2.89M | 0.02% | −1,439−6.6% | Reduced |
| Virginia Retirement Systems Et Al | 20,500 | $2.92M | 0.03% | −500−2.4% | Reduced |
| Price T Rowe Associates Inc | 20,961 | $2.99M | 0.00% | +846+4.2% | Added |
| Walleye Capital LLC | 20,987 | $2.99M | 0.06% | +6,067+40.7% | Added |
| Martingale Asset Management L P | 21,201 | $3.02M | 0.06% | −5,493−20.6% | Reduced |
| State of New Jersey Common Pension Fund D | 21,249 | $3.03M | 0.01% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $3.09M | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 22,339 | $3.18M | 0.13% | −416−1.8% | Reduced |
| MetLife Investment Management | 23,093 | $3.29M | 0.02% | −619−2.6% | Reduced |
| Algert Global LLC | 23,397 | $3.33M | 0.16% | −2,261−8.8% | Reduced |
| HRT Financial LP | 23,541 | $3.35M | 0.04% | +23,541 | New |
| First Republic Investment Management, Inc. | 23,742 | $3.38M | 0.01% | +301+1.3% | Added |
| Teacher Retirement System of Texas | 24,301 | $3.46M | 0.02% | +9,077+59.6% | Added |
| Maltese Capital Management LLC | 25,000 | $3.56M | 1.34% | +25,000 | New |
| Voloridge Investment Management, LLC | 25,313 | $3.61M | 0.02% | −17,588−41.0% | Reduced |
| Amalgamated Bank | 25,867 | $3.68M | 0.03% | −7,239−21.9% | Reduced |
| Oppenheimer Asset Management Inc. | 25,905 | $3.69M | 0.06% | −1,212−4.5% | Reduced |
| Wellington Management Group LLP | 26,045 | $3.71M | 0.00% | −7,194−21.6% | Reduced |
| Public Employees Retirement System of Ohio | 27,131 | $3.86M | 0.02% | +7,492+38.1% | Added |
| Amundi | 28,418 | $3.90M | 0.00% | −25,830−47.6% | Reduced |
| Taika Capital, LP | 27,390 | $3.90M | 1.86% | +27,390 | New |
| Natixis | 28,000 | $3.99M | 0.04% | +11,800+72.8% | Added |
| Manufacturers Life Insurance Company, The | 29,152 | $4.15M | 0.00% | −1,173−3.9% | Reduced |
| Ensign Peak Advisors, Inc | 29,525 | $4.20M | 0.01% | +4,890+19.8% | Added |
| Mutual of America Capital Management LLC | 30,318 | $4.32M | 0.05% | −639−2.1% | Reduced |
| Great West Life Assurance Co | 30,431 | $4.33M | 0.01% | −328−1.1% | Reduced |
| Treasurer of the State of North Carolina | 31,355 | $4.47M | 0.03% | +15,130+93.3% | Added |
| Two Sigma Investments, LP | 32,426 | $4.62M | 0.01% | −64,119−66.4% | Reduced |
| Canada Pension Plan Investment Board | 32,900 | $4.69M | 0.01% | +32,900 | New |
| Bridgewater Associates, LP | 32,990 | $4.70M | 0.03% | +11,890+56.4% | Added |
| Franklin Resources Inc | 33,213 | $4.73M | 0.00% | −6,674−16.7% | Reduced |
| Texas Permanent School Fund | 33,782 | $4.81M | 0.05% | +8,458+33.4% | Added |
| Victory Capital Management Inc | 34,494 | $4.91M | 0.01% | +9,550+38.3% | Added |
| State of Wisconsin Investment Board | 34,584 | $4.93M | 0.01% | −3,981−10.3% | Reduced |
| Calamos Advisors LLC | 35,430 | $5.05M | 0.03% | 00.0% | Unchanged |