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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 35,560 | $5.06M | 0.10% | +31,375+749.7% | Added |
| Fisher Asset Management, LLC | 39,503 | $5.63M | 0.00% | +8,114+25.8% | Added |
| Storebrand Asset Management AS | 40,849 | $5.82M | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 41,630 | $5.93M | 0.04% | +41,630 | New |
| SEI Investments Co | 42,316 | $6.03M | 0.01% | +10,769+34.1% | Added |
| New York State Common Retirement Fund | 42,366 | $6.03M | 0.01% | −1,504−3.4% | Reduced |
| State of Tennessee, Treasury Department | 43,593 | $6.21M | 0.03% | −2,931−6.3% | Reduced |
| Voya Investment Management LLC | 44,343 | $6.32M | 0.01% | +21,377+93.1% | Added |
| UBS Group AG | 44,923 | $6.40M | 0.00% | +8,516+23.4% | Added |
| State Board of Administration of Florida Retirement System | 45,074 | $6.42M | 0.01% | −1,680−3.6% | Reduced |
| Truist Financial Corp | 47,065 | $6.70M | 0.01% | −820−1.7% | Reduced |
| California State Teachers Retirement System | 47,422 | $6.75M | 0.01% | −1,194−2.5% | Reduced |
| Credit Suisse AG | 48,430 | $6.90M | 0.01% | +585+1.2% | Added |
| Los Angeles Capital Management LLC | 50,746 | $7.23M | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 51,557 | $7.34M | 0.03% | +50,466+4,625.7% | Added |
| Cambria Investment Management, L.P. | 51,963 | $7.40M | 0.61% | +51,963 | New |
| Parkwood LLC | 53,446 | $7.61M | 1.42% | +15,398+40.5% | Added |
| Acadian Asset Management LLC | 54,637 | $7.78M | 0.03% | −15,827−22.5% | Reduced |
| Russell Investments Group, Ltd. | 54,903 | $7.82M | 0.02% | −18,161−24.9% | Reduced |
| Ameriprise Financial Inc | 55,335 | $7.88M | 0.00% | −834−1.5% | Reduced |
| Legal & General Group Plc | 57,018 | $8.12M | 0.00% | +958+1.7% | Added |
| Alliancebernstein L.P. | 57,183 | $8.14M | 0.00% | −1,011−1.7% | Reduced |
| American International Group, Inc. | 58,120 | $8.28M | 0.05% | −544−0.9% | Reduced |
| New York State Teachers Retirement System | 58,635 | $8.35M | 0.02% | −384−0.7% | Reduced |
| Nordea Investment Management AB | 59,826 | $8.36M | 0.01% | −6,248−9.5% | Reduced |
| ExodusPoint Capital Management, LP | 61,985 | $8.83M | 0.10% | +28,996+87.9% | Added |
| Channing Capital Management, LLC | 67,378 | $9.60M | 0.31% | −28,544−29.8% | Reduced |
| Wells Fargo & Company | 77,055 | $11.0M | 0.00% | +1,529+2.0% | Added |
| Jupiter Asset Management Ltd | 77,359 | $11.0M | 0.15% | +13,259+20.7% | Added |
| Wallace Capital Management Inc. | 80,284 | $11.4M | 1.87% | −3,745−4.5% | Reduced |
| Swiss National Bank | 81,300 | $11.6M | 0.01% | −11,000−11.9% | Reduced |
| UBS Asset Management Americas Inc | 82,713 | $11.8M | 0.01% | +865+1.1% | Added |
| California Public Employees Retirement System | 83,459 | $11.9M | 0.01% | −13,775−14.2% | Reduced |
| Cinctive Capital Management LP | 84,686 | $12.1M | 0.45% | +58,065+218.1% | Added |
| Two Sigma Advisers, LP | 90,800 | $12.9M | 0.03% | −1,100−1.2% | Reduced |
| Renaissance Technologies LLC | 92,100 | $13.1M | 0.02% | +17,800+24.0% | Added |
| Invesco Ltd. | 94,135 | $13.4M | 0.00% | −74,344−44.1% | Reduced |
| Assenagon Asset Management S.A. | 94,320 | $13.4M | 0.05% | +31,042+49.1% | Added |
| Qube Research & Technologies Ltd | 94,568 | $13.5M | 0.08% | +94,568 | New |
| North Star Asset Management Inc | 95,339 | $13.6M | 0.80% | −272−0.3% | Reduced |
| Gillson Capital LP | 96,864 | $13.8M | 1.14% | +13,848+16.7% | Added |
| Retirement Systems of Alabama | 99,119 | $14.1M | 0.06% | +49,470+99.6% | Added |
| Norges Bank | 101,345 | $14.4M | 0.00% | −371,537−78.6% | Reduced |
| Panagora Asset Management Inc | 107,105 | $15.3M | 0.10% | −1,828−1.7% | Reduced |
| Macquarie Group Ltd | 108,750 | $15.5M | 0.02% | −1,450−1.3% | Reduced |
| Citadel Advisors LLC | 108,788 | $15.5M | 0.02% | −356,765−76.6% | Reduced |
| Man Group plc | – | $15.9M | 0.06% | – | – |
| Rhumbline Advisers | 115,020 | $16.4M | 0.02% | −2,509−2.1% | Reduced |
| Hancock Whitney Corp | 119,313 | $17.0M | 0.68% | +2,966+2.5% | Added |
| Nuveen Asset Management, LLC | 120,249 | $17.1M | 0.01% | −9,259−7.1% | Reduced |
| First Trust Advisors LP | 122,147 | $17.4M | 0.02% | −65,896−35.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 126,957 | $18.1M | 0.17% | +35,692+39.1% | Added |
| Reinhart Partners, Inc. | 140,122 | $20.0M | 1.08% | −6,856−4.7% | Reduced |
| American Century Companies Inc | 141,844 | $20.2M | 0.02% | +92,826+189.4% | Added |
| Polar Capital Holdings Plc | 142,906 | $20.4M | 0.15% | +11,294+8.6% | Added |
| Prana Capital Management, LP | 143,906 | $20.5M | 1.74% | +52,228+57.0% | Added |
| Principal Financial Group Inc | 149,069 | $21.2M | 0.02% | +1,324+0.9% | Added |
| Bank of America Corp | 160,735 | $22.9M | 0.00% | −25,061−13.5% | Reduced |
| Schroder Investment Management Group | 163,876 | $23.3M | 0.03% | −22,796−12.2% | Reduced |
| LSV Asset Management | 165,539 | $23.6M | 0.05% | −850−0.5% | Reduced |
| JPMorgan Chase & Co | 169,151 | $24.1M | 0.00% | +11,177+7.1% | Added |
| Lazard Asset Management LLC | 179,140 | $25.5M | 0.03% | +13,785+8.3% | Added |
| Junto Capital Management LP | 199,961 | $28.5M | 0.80% | +199,961 | New |
| Goldman Sachs Group Inc | 204,011 | $29.1M | 0.01% | −4,401−2.1% | Reduced |
| Allianz Asset Management GmbH | 209,520 | $29.8M | 0.06% | +158,589+311.4% | Added |
| Millennium Management LLC | 238,533 | $34.0M | 0.04% | −161,069−40.3% | Reduced |
| Raymond James & Associates | 244,605 | $34.8M | 0.03% | −8,869−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 263,811 | $37.6M | 0.06% | +48,643+22.6% | Added |
| Deutsche Bank AG | 312,399 | $44.5M | 0.02% | +206,044+193.7% | Added |
| Bruni J V & Co | 313,835 | $44.7M | 6.19% | −1,925−0.6% | Reduced |
| LGT Capital Partners Ltd. | 321,205 | $45.7M | 1.27% | +81,890+34.2% | Added |
| Charles Schwab Investment Management Inc | 356,913 | $50.8M | 0.02% | −383−0.1% | Reduced |
| Northern Trust Corp | 371,817 | $53.0M | 0.01% | +5,407+1.5% | Added |
| Spyglass Capital Management LLC | 400,765 | $57.1M | 4.30% | −18,776−4.5% | Reduced |
| Bank of New York Mellon Corp | 407,037 | $58.0M | 0.01% | +810+0.2% | Added |
| Geode Capital Management, LLC | 529,129 | $75.4M | 0.01% | +21,463+4.2% | Added |
| Lyrical Asset Management LP | 768,537 | $109.5M | 2.13% | −30,361−3.8% | Reduced |
| Dimensional Fund Advisors LP | 791,890 | $112.8M | 0.04% | +12,771+1.6% | Added |
| Kiltearn Partners LLP | 835,414 | $119.0M | 8.59% | −11,800−1.4% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 923,358 | $131.5M | 4.45% | −8,423−0.9% | Reduced |
| Ariel Investments, LLC | 1,092,160 | $155.5M | 1.49% | −36,147−3.2% | Reduced |
| State Street Corp | 1,290,785 | $183.8M | 0.01% | +32,922+2.6% | Added |
| FMR LLC | 1,693,104 | $241.1M | 0.02% | +129,705+8.3% | Added |
| Clarkston Capital Partners, LLC | 2,267,555 | $322.9M | 6.02% | +30,462+1.4% | Added |
| Morgan Stanley | 2,754,887 | $392.4M | 0.04% | −18,054−0.7% | Reduced |
| EdgePoint Investment Group Inc. | 2,882,089 | $410.5M | 4.12% | −207,256−6.7% | Reduced |
| BlackRock Inc. | 3,496,206 | $497.9M | 0.01% | −8,878−0.3% | Reduced |
| Vanguard Group Inc | 3,817,383 | $543.7M | 0.01% | −57,486−1.5% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −261,136−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −51,392−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −34,318−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −21,305−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,703−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,868−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −7,215−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −6,439−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,789−100.0% | Sold out |