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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 29,152 | $4.15M | 0.00% | −1,173−3.9% | Reduced |
| Natixis | 28,000 | $3.99M | 0.04% | +11,800+72.8% | Added |
| Taika Capital, LP | 27,390 | $3.90M | 1.86% | +27,390 | New |
| Amundi | 28,418 | $3.90M | 0.00% | −25,830−47.6% | Reduced |
| Public Employees Retirement System of Ohio | 27,131 | $3.86M | 0.02% | +7,492+38.1% | Added |
| Wellington Management Group LLP | 26,045 | $3.71M | 0.00% | −7,194−21.6% | Reduced |
| Oppenheimer Asset Management Inc. | 25,905 | $3.69M | 0.06% | −1,212−4.5% | Reduced |
| Amalgamated Bank | 25,867 | $3.68M | 0.03% | −7,239−21.9% | Reduced |
| Voloridge Investment Management, LLC | 25,313 | $3.61M | 0.02% | −17,588−41.0% | Reduced |
| Maltese Capital Management LLC | 25,000 | $3.56M | 1.34% | +25,000 | New |
| Teacher Retirement System of Texas | 24,301 | $3.46M | 0.02% | +9,077+59.6% | Added |
| First Republic Investment Management, Inc. | 23,742 | $3.38M | 0.01% | +301+1.3% | Added |
| HRT Financial LP | 23,541 | $3.35M | 0.04% | +23,541 | New |
| Algert Global LLC | 23,397 | $3.33M | 0.16% | −2,261−8.8% | Reduced |
| MetLife Investment Management | 23,093 | $3.29M | 0.02% | −619−2.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,339 | $3.18M | 0.13% | −416−1.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $3.09M | 0.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 21,249 | $3.03M | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 21,201 | $3.02M | 0.06% | −5,493−20.6% | Reduced |
| Walleye Capital LLC | 20,987 | $2.99M | 0.06% | +6,067+40.7% | Added |
| Price T Rowe Associates Inc | 20,961 | $2.99M | 0.00% | +846+4.2% | Added |
| Virginia Retirement Systems Et Al | 20,500 | $2.92M | 0.03% | −500−2.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 20,278 | $2.89M | 0.02% | −1,439−6.6% | Reduced |
| Bank of Montreal | 20,157 | $2.87M | 0.00% | +9,699+92.7% | Added |
| Yousif Capital Management, LLC | 19,954 | $2.84M | 0.04% | −255−1.3% | Reduced |
| Trexquant Investment LP | 19,612 | $2.79M | 0.08% | +6,332+47.7% | Added |
| Cubist Systematic Strategies, LLC | 19,129 | $2.72M | 0.03% | −17,002−47.1% | Reduced |
| HSBC Holdings PLC | 19,250 | $2.71M | 0.00% | +11,146+137.5% | Added |
| Poehling Capital Management, LLC | 18,594 | $2.65M | 0.89% | +738+4.1% | Added |
| Putnam Investments LLC | 18,243 | $2.60M | 0.00% | −2,329−11.3% | Reduced |
| Vident Investment Advisory, LLC | 17,900 | $2.55M | 0.08% | −1,741−8.9% | Reduced |
| Janus Henderson Group PLC | 17,635 | $2.51M | 0.00% | +9,703+122.3% | Added |
| Engineers Gate Manager LP | 17,559 | $2.50M | 0.10% | +3,842+28.0% | Added |
| Candriam Luxembourg S.C.A. | 19,008 | $2.49M | 0.02% | +19,008 | New |
| Verdence Capital Advisors LLC | 17,454 | $2.49M | 0.30% | +436+2.6% | Added |
| Henshaw Capital LLC | 16,986 | $2.42M | 0.15% | −3,480−17.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,966 | $2.42M | 0.02% | +20+0.1% | Added |
| Stifel Financial Corp | 16,935 | $2.41M | 0.00% | −80.0% | Reduced |
| Fred Alger Management, LLC | 16,836 | $2.40M | 0.01% | +40.0% | Added |
| Prudential Financial Inc | 20,351 | $2.40M | 0.00% | −9,546−31.9% | Reduced |
| River & Mercantile Asset Management LLP | 15,620 | $2.22M | 0.46% | −4,900−23.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,284 | $2.18M | 0.41% | +9,079+146.3% | Added |
| Long Road Investment Counsel, LLC | 14,785 | $2.11M | 1.01% | −260−1.7% | Reduced |
| Marshall Wace, LLP | 14,673 | $2.09M | 0.01% | +14,673 | New |
| Prelude Capital Management, LLC | 13,969 | $1.99M | 0.14% | +13,969 | New |
| Blair William & Co | 13,897 | $1.98M | 0.01% | −9−0.1% | Reduced |
| Envestnet Asset Management Inc | 755,310 | $1.96M | 0.00% | +740,248+4,914.7% | Added |
| Citigroup Inc | 13,731 | $1.96M | 0.00% | +35+0.3% | Added |
| Natixis Advisors, L.P. | 13,664 | $1.95M | 0.01% | +52+0.4% | Added |
| Royal Bank of Canada | 13,310 | $1.90M | 0.00% | +1,771+15.3% | Added |
| Arrowstreet Capital, Limited Partnership | 13,161 | $1.87M | 0.00% | −42,193−76.2% | Reduced |
| Seascape Capital Management | 13,020 | $1.85M | 0.95% | +596+4.8% | Added |
| Rockefeller Capital Management L.P. | 13,007 | $1.85M | 0.01% | +12,283+1,696.5% | Added |
| Magnetar Financial LLC | 12,514 | $1.78M | 0.03% | +12,514 | New |
| Mackenzie Financial Corp | 12,464 | $1.78M | 0.00% | −851−6.4% | Reduced |
| Graham Capital Management, L.P. | 12,247 | $1.74M | 0.06% | +681+5.9% | Added |
| STRS Ohio | 12,204 | $1.74M | 0.01% | +4,354+55.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,400 | $1.62M | 0.01% | +1,400+14.0% | Added |
| Winton Group Ltd | 11,104 | $1.58M | 0.10% | +6,403+136.2% | Added |
| Redwood Investment Management, LLC | 11,019 | $1.57M | 0.17% | +1,751+18.9% | Added |
| Oregon Public Employees Retirement Fund | 10,993 | $1.57M | 0.02% | −168−1.5% | Reduced |
| Arizona State Retirement System | 10,914 | $1.55M | 0.01% | +128+1.2% | Added |
| APG Asset Management N.V. | 11,500 | $1.51M | 0.00% | −100−0.9% | Reduced |
| Pathstone Family Office, LLC | 10,425 | $1.49M | 0.02% | −304−2.8% | Reduced |
| Barclays PLC | 10,285 | $1.46M | 0.00% | +2,763+36.7% | Added |
| Louisiana State Employees Retirement System | 10,000 | $1.42M | 0.04% | −100−1.0% | Reduced |
| Hi-Line Capital Management, LLC | 9,998 | $1.42M | 0.49% | −51,567−83.8% | Reduced |
| Thrivent Financial for Lutherans | 9,941 | $1.42M | 0.00% | −93−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 9,829 | $1.40M | 0.01% | +9,829 | New |
| Neuberger Berman Group LLC | 9,667 | $1.38M | 0.00% | −2,572−21.0% | Reduced |
| Ameritas Investment Partners, Inc. | 9,590 | $1.37M | 0.05% | −136−1.4% | Reduced |
| Gotham Asset Management, LLC | 9,554 | $1.36M | 0.03% | −336−3.4% | Reduced |
| State of Michigan Retirement System | 9,519 | $1.36M | 0.01% | −100−1.0% | Reduced |
| Handelsbanken Fonder AB | 9,100 | $1.30M | 0.01% | +3,200+54.2% | Added |
| Aviva PLC | 8,810 | $1.25M | 0.01% | +3,477+65.2% | Added |
| JustInvest LLC | 8,796 | $1.25M | 0.04% | +1,449+19.7% | Added |
| Sepio Capital, LP | 8,634 | $1.23M | 0.11% | −2,395−21.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,357 | $1.19M | 0.03% | +4,870+139.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,337 | $1.19M | 0.00% | +139+1.7% | Added |
| Duality Advisers, LP | 8,244 | $1.17M | 0.13% | +8,244 | New |
| Gsa Capital Partners LLP | 8,202 | $1.17M | 0.12% | +1,739+26.9% | Added |
| State of Alaska, Department of Revenue | 8,088 | $1.15M | 0.01% | −112−1.4% | Reduced |
| Raymond James Trust N.A. | 7,983 | $1.14M | 0.04% | −301−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 7,974 | $1.14M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 7,949 | $1.13M | 0.01% | −28−0.4% | Reduced |
| Donoghue Forlines LLC | 7,890 | $1.12M | 0.40% | +7,890 | New |
| The PNC Financial Services Group, Inc. | 7,638 | $1.09M | 0.00% | −2,375−23.7% | Reduced |
| Federated Hermes, Inc. | 7,616 | $1.08M | 0.00% | −74−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 7,488 | $1.07M | 0.00% | +66+0.9% | Added |
| Captrust Financial Advisors | 7,427 | $1.06M | 0.00% | −2,336−23.9% | Reduced |
| Susquehanna International Group, LLP | 7,349 | $1.05M | 0.00% | +4,038+122.0% | Added |
| Regions Financial Corp | 7,021 | $1.00M | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 6,996 | $996.4K | 0.00% | +6,996 | New |
| New Mexico Educational Retirement Board | 6,800 | $968.0K | 0.05% | +700+11.5% | Added |
| Cerity Partners LLC | 6,719 | $953.4K | 0.00% | +839+14.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,700 | $953.4K | 0.10% | +6,700 | New |
| Utah Retirement Systems | 6,580 | $937.1K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,530 | $930.0K | 0.01% | +1,966+43.1% | Added |
| Cornercap Investment Counsel Inc | 6,450 | $918.6K | 0.16% | +3,134+94.5% | Added |
| Teachers Retirement System of the State of Kentucky | 6,122 | $872.0K | 0.01% | 00.0% | Unchanged |