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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 1,400 | $199.0K | 0.01% | −5−0.4% | Reduced |
| Quent Capital, LLC | 1,060 | $151.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 945 | $135.0K | 0.00% | +124+15.1% | Added |
| EMC Capital Management | 937 | $133.0K | 0.11% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 828 | $118.0K | 0.03% | −91−9.9% | Reduced |
| Kapitalo Investimentos Ltda | 822 | $117.1K | 0.04% | +822 | New |
| Column Capital Advisors, LLC | 751 | $107.0K | 0.02% | −139−15.6% | Reduced |
| Globeflex Capital L P | 674 | $96.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 651 | $92.7K | 0.03% | +651 | New |
| Itau Unibanco Holding S.A. | 626 | $89.2K | 0.00% | +626 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 625 | $89.0K | 0.00% | −7,951−92.7% | Reduced |
| Quantbot Technologies LP | 615 | $87.6K | 0.01% | +572+1,330.2% | Added |
| Point72 Asset Management, L.P. | 570 | $81.2K | 0.00% | −138,930−99.6% | Reduced |
| GWM Advisors LLC | 513 | $73.1K | 0.00% | +416+428.9% | Added |
| Signaturefd, LLC | 481 | $68.5K | 0.00% | +92+23.7% | Added |
| Northwestern Mutual Wealth Management Co | 456 | $64.9K | 0.00% | +44+10.7% | Added |
| Smithfield Trust Co | 435 | $62.0K | 0.00% | −300−40.8% | Reduced |
| Quadrant Capital Group LLC | 406 | $57.8K | 0.01% | −9−2.2% | Reduced |
| Quarry LP | 388 | $55.3K | 0.03% | +358+1,193.3% | Added |
| Truvestments Capital LLC | 330 | $47.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $46.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 324 | $46.1K | 0.01% | +20+6.6% | Added |
| Baystate Wealth Management LLC | 312 | $44.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 287 | $40.9K | 0.00% | +68+31.1% | Added |
| First Horizon Advisors, Inc. | 274 | $39.0K | 0.00% | +55+25.1% | Added |
| National Bank of Canada | 261 | $37.1K | 0.00% | −7,948−96.8% | Reduced |
| Bokf, NA | 252 | $35.9K | 0.00% | +252 | New |
| Belpointe Asset Management LLC | 238 | $33.9K | 0.00% | −2,216−90.3% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $31.3K | 0.00% | −90−29.0% | Reduced |
| Ellevest, Inc. | 209 | $29.8K | 0.00% | +22+11.8% | Added |
| TCI Wealth Advisors, Inc. | 205 | $29.2K | 0.00% | −1−0.5% | Reduced |
| Machina Capital S.A.S. | 195 | $27.8K | 0.02% | +195 | New |
| Fifth Third Bancorp | 160 | $22.8K | 0.00% | +8+5.3% | Added |
| Investors Research Corp | 150 | $21.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 258 | $16.1K | 0.00% | −65−20.1% | Reduced |
| Ci Investments Inc. | 104 | $15.0K | 0.00% | +9+9.5% | Added |
| Steward Partners Investment Advisory, LLC | 101 | $14.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 90 | $12.8K | 0.00% | −6−6.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 73 | $10.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 70 | $10.0K | 0.01% | −167−70.5% | Reduced |
| Harbour Investments, Inc. | 60 | $8.54K | 0.00% | +60 | New |
| 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 |
| Farther Finance Advisors, LLC | 54 | $7.69K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $7.55K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $7.12K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 44 | $6.27K | 0.00% | −5−10.2% | Reduced |
| Massmutual Trust Co FSB | 41 | $5.84K | 0.00% | +7+20.6% | Added |
| Private Trust Co NA | 40 | $5.70K | 0.00% | +22+122.2% | Added |
| 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 |
| Schubert & Co | 29 | $4.13K | 0.00% | −2−6.5% | Reduced |
| Vigilant Capital Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.13K | 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 |
| Creative Financial Designs Inc | 20 | $2.85K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $2.71K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $2.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $2.42K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 15 | $2.14K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 14 | $2.00K | 0.00% | −1−6.7% | Reduced |
| Glassman Wealth Services | 14 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $1.99K | 0.00% | +1+7.7% | Added |
| Disciplined Investments, LLC | 13 | $1.85K | 0.00% | +2+18.2% | Added |
| AdvisorNet Financial, Inc | 12 | $1.71K | 0.00% | −9−42.9% | Reduced |
| Denali Advisors LLC | 12 | $1.71K | 0.00% | +12 | New |
| M&R Capital Management Inc | 11 | $1.57K | 0.00% | +11 | New |
| 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 |
| JJJ Advisors Inc. | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 7 | $989 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6 | $858 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 6 | $855 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $570 | 0.00% | +4 | New |
| 25 LLC | 4 | $568 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 3 | $428 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $428 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3 | $427 | 0.00% | +3 | 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 |
| TFC Financial Management | 1 | $143 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| 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 |