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 |
|---|---|---|---|---|---|
| Comerica Bank | 465,331 | $3 | 0.00% | +465,331 | New |
| Parkside Financial Bank & Trust | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $450 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $450 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $600 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $749 | 0.00% | −4−44.4% | Reduced |
| Raffa Wealth Management, LLC | 6 | $899 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $899 | 0.00% | +6 | New |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | +8+266.7% | Added |
| AdvisorNet Financial, Inc | 7 | $1.05K | 0.00% | −5−41.7% | Reduced |
| Global Retirement Partners, LLC | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $1.20K | 0.00% | +8 | New |
| Versant Capital Management, Inc | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9 | $1.35K | 0.00% | +9 | New |
| M&R Capital Management Inc | 11 | $1.65K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.65K | 0.00% | −2−15.4% | Reduced |
| JJJ Advisors Inc. | 11 | $1.65K | 0.00% | +2+22.2% | Added |
| Motco | 12 | $1.80K | 0.00% | +12 | New |
| Huntington National Bank | 13 | $1.95K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 13 | $1.95K | 0.00% | −1−7.1% | Reduced |
| Simplex Trading, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Glassman Wealth Services | 14 | $2.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.40K | 0.00% | −1−5.9% | Reduced |
| Concord Wealth Partners | 18 | $2.70K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $2.85K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.30K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 22 | $3.30K | 0.00% | +8+57.1% | Added |
| CVA Family Office, LLC | 25 | $3.75K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $4.05K | 0.00% | +27 | New |
| Denali Advisors LLC | 30 | $4.50K | 0.00% | +18+150.0% | Added |
| Creative Financial Designs Inc | 33 | $4.95K | 0.00% | +13+65.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 36 | $5.00K | 0.00% | +36 | New |
| Private Trust Co NA | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 41 | $6.00K | 0.00% | +5+13.9% | Added |
| JFS Wealth Advisors, LLC | 44 | $6.60K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 46 | $6.89K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 49 | $7.34K | 0.00% | −7−12.5% | Reduced |
| Delta Asset Management LLC | 53 | $7.94K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 56 | $8.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $8.99K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $10.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 75 | $11.2K | 0.00% | +34+82.9% | Added |
| Lindbrook Capital, LLC | 84 | $12.6K | 0.00% | −6−6.7% | Reduced |
| Aquatic Capital Management LLC | 100 | $15.0K | 0.00% | +100 | New |
| Steward Partners Investment Advisory, LLC | 101 | $15.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 113 | $16.9K | 0.00% | +59+109.3% | Added |
| IFP Advisors, Inc | 327 | $20.5K | 0.00% | +69+26.7% | Added |
| Ci Investments Inc. | 145 | $22.0K | 0.00% | +41+39.4% | Added |
| Investors Research Corp | 150 | $22.5K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 163 | $24.4K | 0.00% | −659−80.2% | Reduced |
| Quarry LP | 174 | $26.1K | 0.02% | −214−55.2% | Reduced |
| Bokf, NA | 190 | $28.5K | 0.00% | −62−24.6% | Reduced |
| Fifth Third Bancorp | 203 | $30.4K | 0.00% | +43+26.9% | Added |
| Nomura Asset Management Co Ltd | 220 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 258 | $37.0K | 0.00% | −1,050−80.3% | Reduced |
| First Horizon Advisors, Inc. | 274 | $41.1K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 296 | $44.4K | 0.02% | +296 | New |
| Baystate Wealth Management LLC | 312 | $46.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $48.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $49.5K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 402 | $60.3K | 0.00% | +141+54.0% | Added |
| EverSource Wealth Advisors, LLC | 426 | $63.9K | 0.01% | +102+31.5% | Added |
| Harvest Fund Management Co., Ltd | 429 | $64.0K | 0.01% | −399−48.2% | Reduced |
| Smithfield Trust Co | 435 | $64.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 486 | $73.0K | 0.06% | +416+594.3% | Added |
| EMC Capital Management | 6,292 | $75.0K | 0.15% | +5,355+571.5% | Added |
| Quadrant Capital Group LLC | 512 | $76.7K | 0.01% | +106+26.1% | Added |
| Point72 Asset Management, L.P. | 596 | $89.3K | 0.00% | +26+4.6% | Added |
| Altshuler Shaham Ltd | 601 | $90.1K | 0.00% | +601 | New |
| Northwestern Mutual Wealth Management Co | 673 | $100.8K | 0.00% | +217+47.6% | Added |
| Signaturefd, LLC | 728 | $109.1K | 0.00% | +247+51.4% | Added |
| Column Capital Advisors, LLC | 751 | $112.6K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 993 | $149.2K | 0.00% | −566−36.3% | Reduced |
| Quent Capital, LLC | 1,060 | $158.9K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,091 | $164.0K | 0.00% | +1,057+3,108.8% | Added |
| Gabelli Funds LLC | 1,350 | $202.4K | 0.00% | +1,350 | New |
| Integrated Investment Consultants, LLC | 1,350 | $202.4K | 0.06% | +1,350 | New |
| Quantinno Capital Management LP | 1,353 | $203.0K | 0.01% | +1,353 | New |
| Forum Financial Management, LP | 1,377 | $206.4K | 0.00% | +1,377 | New |
| DuPont Capital Management Corp | 1,391 | $208.5K | 0.01% | −159−10.3% | Reduced |
| Shell Asset Management Co | 1,392 | $209.0K | 0.01% | −8−0.6% | Reduced |
| Boston Private Wealth LLC | 1,530 | $229.3K | 0.00% | −249−14.0% | Reduced |
| FDx Advisors, Inc. | 1,548 | $232.0K | 0.01% | +1,548 | New |
| Forte Capital LLC | 1,571 | $235.5K | 0.03% | +1,571 | New |
| Cetera Advisor Networks LLC | 1,643 | $246.3K | 0.00% | +58+3.7% | Added |
| Boothbay Fund Management, LLC | 1,653 | $247.8K | 0.01% | −552−25.0% | Reduced |
| Alterna Wealth Management, Inc | 1,657 | $248.4K | 0.29% | +1,657 | New |
| Nilsine Partners, LLC | 1,660 | $248.8K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,801 | $249.8K | 0.00% | +1,801 | New |
| MQS Management LLC | 1,670 | $250.3K | 0.17% | −908−35.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,679 | $251.7K | 0.00% | −5,809−77.6% | Reduced |
| Greenleaf Trust | 1,726 | $258.7K | 0.00% | −87−4.8% | Reduced |
| Shelton Capital Management | 1,728 | $259.0K | 0.01% | −183−9.6% | Reduced |
| State of Wyoming | 1,736 | $260.2K | 0.08% | +1,085+166.7% | Added |
| Great Lakes Advisors, LLC | 1,748 | $262.0K | 0.00% | −37−2.1% | Reduced |