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, Q2 2023
Institutional positions in Affiliated Managers Group, Inc. as of Jun 30, 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
- 381
- −5 vs. Q1 2023
- Shares held
- 33.5M
- −1.71M (−4.9%) vs. Q1 2023
- Total value
- $4.94B
- +$25.8M (+0.5%) vs. Q1 2023
- New holders
- 37
- 112 more added
- Sold out
- 42
- 170 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,821,992 | $572.9M | 0.01% | +4,609+0.1% | Added |
| BlackRock Inc. | 3,371,410 | $505.3M | 0.01% | −124,796−3.6% | Reduced |
| EdgePoint Investment Group Inc. | 2,643,927 | $396.3M | 3.56% | −238,162−8.3% | Reduced |
| Morgan Stanley | 2,433,457 | $364.8M | 0.04% | −321,430−11.7% | Reduced |
| Clarkston Capital Partners, LLC | 2,269,302 | $340.1M | 6.12% | +1,747+0.1% | Added |
| FMR LLC | 1,690,143 | $253.3M | 0.02% | −2,961−0.2% | Reduced |
| State Street Corp | 1,262,418 | $189.2M | 0.01% | −28,367−2.2% | Reduced |
| Ariel Investments, LLC | 1,067,169 | $160.0M | 1.51% | −24,991−2.3% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 921,035 | $138.1M | 4.87% | −2,323−0.3% | Reduced |
| Kiltearn Partners LLP | 811,014 | $121.6M | 8.89% | −24,400−2.9% | Reduced |
| Dimensional Fund Advisors LP | 808,008 | $121.1M | 0.04% | +16,118+2.0% | Added |
| Lyrical Asset Management LP | 716,943 | $107.5M | 2.01% | −51,594−6.7% | Reduced |
| Geode Capital Management, LLC | 590,803 | $88.6M | 0.01% | +61,674+11.7% | Added |
| Norges Bank | 402,555 | $60.3M | 0.01% | +301,210+297.2% | Added |
| Bank of New York Mellon Corp | 398,379 | $59.7M | 0.01% | −8,658−2.1% | Reduced |
| Northern Trust Corp | 383,292 | $57.5M | 0.01% | +11,475+3.1% | Added |
| Spyglass Capital Management LLC | 369,458 | $55.4M | 4.00% | −31,307−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 344,203 | $51.6M | 0.01% | −12,710−3.6% | Reduced |
| Bruni J V & Co | 313,570 | $47.0M | 6.24% | −265−0.1% | Reduced |
| LGT Capital Partners Ltd. | 272,255 | $40.8M | 1.41% | −48,950−15.2% | Reduced |
| Allianz Asset Management GmbH | 252,771 | $37.9M | 0.08% | +43,251+20.6% | Added |
| Raymond James & Associates | 252,075 | $37.8M | 0.03% | +7,470+3.1% | Added |
| Junto Capital Management LP | 246,664 | $37.0M | 0.94% | +46,703+23.4% | Added |
| D. E. Shaw & Co., Inc. | 208,315 | $31.2M | 0.05% | −55,496−21.0% | Reduced |
| Prana Capital Management, LP | 205,453 | $30.8M | 2.06% | +61,547+42.8% | Added |
| LSV Asset Management | 194,376 | $29.1M | 0.06% | +28,837+17.4% | Added |
| JPMorgan Chase & Co | 179,699 | $26.9M | 0.00% | +10,548+6.2% | Added |
| Lazard Asset Management LLC | 176,637 | $26.5M | 0.03% | −2,503−1.4% | Reduced |
| Goldman Sachs Group Inc | 169,566 | $25.4M | 0.01% | −34,445−16.9% | Reduced |
| Invesco Ltd. | 159,157 | $23.9M | 0.01% | +65,022+69.1% | Added |
| Bank of America Corp | 155,053 | $23.2M | 0.00% | −5,682−3.5% | Reduced |
| Polar Capital Holdings Plc | 144,743 | $21.7M | 0.15% | +1,837+1.3% | Added |
| Qube Research & Technologies Ltd | 137,595 | $20.6M | 0.08% | +43,027+45.5% | Added |
| Reinhart Partners, Inc. | 136,943 | $20.5M | 1.04% | −3,179−2.3% | Reduced |
| Principal Financial Group Inc | 135,527 | $20.3M | 0.01% | −13,542−9.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 124,312 | $18.6M | 0.16% | −2,645−2.1% | Reduced |
| Schroder Investment Management Group | 120,975 | $18.1M | 0.03% | −42,901−26.2% | Reduced |
| Gillson Capital LP | 119,727 | $17.9M | 1.58% | +22,863+23.6% | Added |
| Nuveen Asset Management, LLC | 118,807 | $17.8M | 0.01% | −1,442−1.2% | Reduced |
| Rhumbline Advisers | 114,137 | $17.1M | 0.02% | −883−0.8% | Reduced |
| Hancock Whitney Corp | 113,830 | $17.1M | 0.67% | −5,483−4.6% | Reduced |
| First Trust Advisors LP | 111,711 | $16.7M | 0.02% | −10,436−8.5% | Reduced |
| Macquarie Group Ltd | 108,650 | $16.3M | 0.02% | −100−0.1% | Reduced |
| Man Group plc | 104,261 | $15.6M | 0.05% | – | – |
| Retirement Systems of Alabama | 96,424 | $14.5M | 0.06% | −2,695−2.7% | Reduced |
| North Star Asset Management Inc | 96,393 | $14.4M | 0.80% | +1,054+1.1% | Added |
| American Century Companies Inc | 90,662 | $13.6M | 0.01% | −51,182−36.1% | Reduced |
| Millennium Management LLC | 83,820 | $12.6M | 0.01% | −154,713−64.9% | Reduced |
| California Public Employees Retirement System | 81,326 | $12.2M | 0.01% | −2,133−2.6% | Reduced |
| Deutsche Bank AG | 80,349 | $12.0M | 0.01% | −232,050−74.3% | Reduced |
| Wallace Capital Management Inc. | 78,954 | $11.8M | 1.83% | −1,330−1.7% | Reduced |
| Swiss National Bank | 78,600 | $11.8M | 0.01% | −2,700−3.3% | Reduced |
| UBS Asset Management Americas Inc | 82,713 | $11.8M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 71,103 | $10.7M | 0.00% | −5,952−7.7% | Reduced |
| Fisher Asset Management, LLC | 65,546 | $9.82M | 0.01% | +26,043+65.9% | Added |
| Nordea Investment Management AB | 65,302 | $9.82M | 0.01% | +5,476+9.2% | Added |
| Credit Suisse AG | 56,905 | $8.53M | 0.01% | +8,475+17.5% | Added |
| New York State Teachers Retirement System | 56,339 | $8.45M | 0.02% | −2,296−3.9% | Reduced |
| Franklin Resources Inc | 55,654 | $8.34M | 0.00% | +22,441+67.6% | Added |
| Alliancebernstein L.P. | 55,312 | $8.29M | 0.00% | −1,871−3.3% | Reduced |
| Legal & General Group Plc | 54,667 | $8.19M | 0.00% | −2,351−4.1% | Reduced |
| American International Group, Inc. | 54,450 | $8.16M | 0.05% | −3,670−6.3% | Reduced |
| Russell Investments Group, Ltd. | 53,517 | $8.02M | 0.02% | −1,386−2.5% | Reduced |
| Ameriprise Financial Inc | 52,298 | $7.84M | 0.00% | −3,037−5.5% | Reduced |
| Channing Capital Management, LLC | 51,768 | $7.76M | 0.24% | −15,610−23.2% | Reduced |
| Parkwood LLC | 50,829 | $7.62M | 1.39% | −2,617−4.9% | Reduced |
| Los Angeles Capital Management LLC | 50,746 | $7.61M | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 50,347 | $7.55M | 0.63% | −1,616−3.1% | Reduced |
| UBS Group AG | 46,591 | $6.98M | 0.00% | +1,668+3.7% | Added |
| California State Teachers Retirement System | 44,069 | $6.61M | 0.01% | −3,353−7.1% | Reduced |
| Truist Financial Corp | 43,975 | $6.59M | 0.01% | −3,090−6.6% | Reduced |
| SEI Investments Co | 43,008 | $6.45M | 0.01% | +692+1.6% | Added |
| Jupiter Asset Management Ltd | 42,727 | $6.41M | 0.07% | −34,632−44.8% | Reduced |
| New York State Common Retirement Fund | 41,770 | $6.26M | 0.01% | −596−1.4% | Reduced |
| Storebrand Asset Management AS | 40,849 | $6.12M | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 40,750 | $6.10M | 0.03% | −13,887−25.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 40,208 | $6.03M | 0.13% | +40,208 | New |
| Assetmark, Inc | 40,126 | $6.01M | 0.02% | −11,431−22.2% | Reduced |
| AXA S.A. | 39,500 | $5.92M | 0.02% | +35,700+939.5% | Added |
| Victory Capital Management Inc | 38,862 | $5.83M | 0.01% | +4,368+12.7% | Added |
| State Board of Administration of Florida Retirement System | 37,917 | $5.68M | 0.01% | −7,157−15.9% | Reduced |
| Voya Investment Management LLC | 36,182 | $5.42M | 0.01% | −8,161−18.4% | Reduced |
| Calamos Advisors LLC | 35,430 | $5.31M | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 34,862 | $5.23M | 0.01% | +31,913+1,082.2% | Added |
| Canada Pension Plan Investment Board | 34,800 | $5.22M | 0.01% | +1,900+5.8% | Added |
| Brandywine Global Investment Management, LLC | 34,122 | $5.11M | 0.04% | +24,293+247.2% | Added |
| Price T Rowe Associates Inc | 33,603 | $5.04M | 0.00% | +12,642+60.3% | Added |
| Bridgewater Associates, LP | 32,895 | $4.93M | 0.03% | −95−0.3% | Reduced |
| State of Wisconsin Investment Board | 32,795 | $4.92M | 0.01% | −1,789−5.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 32,269 | $4.84M | 0.02% | +31,644+5,063.0% | Added |
| Maltese Capital Management LLC | 32,000 | $4.80M | 1.66% | +7,000+28.0% | Added |
| Treasurer of the State of North Carolina | 31,887 | $4.78M | 0.03% | +532+1.7% | Added |
| Texas Permanent School Fund | 31,787 | $4.76M | 0.04% | −1,995−5.9% | Reduced |
| Barclays PLC | 29,077 | $4.36M | 0.00% | +18,792+182.7% | Added |
| Amundi | 28,387 | $4.28M | 0.00% | −31−0.1% | Reduced |
| HSBC Holdings PLC | 28,127 | $4.25M | 0.00% | +8,877+46.1% | Added |
| Prudential Financial Inc | 28,351 | $4.25M | 0.01% | +8,000+39.3% | Added |
| Manufacturers Life Insurance Company, The | 26,879 | $4.03M | 0.00% | −2,273−7.8% | Reduced |
| Great West Life Assurance Co | 26,364 | $3.96M | 0.01% | −4,067−13.4% | Reduced |
| Mutual of America Capital Management LLC | 26,308 | $3.94M | 0.04% | −4,010−13.2% | Reduced |