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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ2 2023: 381 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ2 2023: $4.94B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nicolet Bankshares Inc1,768$265.0K0.08%−15−0.8%Reduced
New York Life Investment Management LLC1,776$266.2K0.00%+1,776New
Parallel Advisors, LLC1,785$267.6K0.01%+1,498+522.0%Added
Verition Fund Management LLC1,789$268.2K0.00%+167+10.3%Added
Advisory Services Network, LLC1,832$274.6K0.01%00.0%Unchanged
Sciencast Management LP1,854$280.9K0.23%+1,854New
Cadent Capital Advisors, LLC1,913$286.7K0.18%−83−4.2%Reduced
M&T Bank Corp1,970$295.2K0.00%+4+0.2%Added
Guggenheim Capital LLC2,045$306.5K0.00%+285+16.2%Added
ProShare Advisors LLC2,108$316.0K0.00%−132−5.9%Reduced
Cetera Investment Advisers2,115$317.1K0.00%−58−2.7%Reduced
Bank of New Hampshire2,191$328.4K0.09%−56−2.5%Reduced
Trexquant Investment LP2,288$342.9K0.01%−17,324−88.3%Reduced
Coldstream Capital Management Inc2,311$346.4K0.01%+59+2.6%Added
Procyon Private Wealth Partners, LLC2,351$352.4K0.04%−487−17.2%Reduced
Cubic Asset Management, LLC2,374$355.8K0.10%00.0%Unchanged
Creative Planning2,379$356.6K0.00%+906+61.5%Added
Keebeck Alpha, LP2,387$357.8K0.35%+2,387New
CWM, LLC2,433$365.0K0.00%−19−0.8%Reduced
Quantbot Technologies LP2,436$365.1K0.02%+1,821+296.1%Added
HighTower Advisors, LLC2,466$367.0K0.00%+2,466New
Citadel Advisors LLC2,463$369.2K0.00%−106,325−97.7%Reduced
Prelude Capital Management, LLC2,478$371.4K0.03%−11,491−82.3%Reduced
Harbor Advisors LLC2,500$374.7K0.08%00.0%Unchanged
Crossmark Global Holdings, Inc.2,718$376.0K0.01%−606−18.2%Reduced
Relative Value Partners Group, LLC2,540$380.7K0.02%00.0%Unchanged
Mariner, LLC2,667$399.8K0.00%+270+11.3%Added
AdvisorShares Investments LLC2,675$401.0K0.11%−60−2.2%Reduced
Argent Trust Co2,676$401.1K0.02%+2,676New
Maryland State Retirement & Pension System2,720$407.7K0.01%−409−13.1%Reduced
Jackson Wealth Management, LLC2,727$409.0K0.06%+11+0.4%Added
Mercer Global Advisors Inc2,865$429.0K0.00%−1,715−37.4%Reduced
Campbell & CO Investment Adviser LLC2,874$430.8K0.08%−12,410−81.2%Reduced
Walleye Trading LLC2,964$444.3K0.02%+724+32.3%Added
Trail Ridge Investment Advisors, LLC2,969$445.0K0.27%00.0%Unchanged
GWM Advisors LLC2,971$445.4K0.01%+2,458+479.1%Added
US Bancorp2,991$448.3K0.00%+42+1.4%Added
Centiva Capital, LP3,014$451.8K0.02%+3,014New
Guinness Asset Management LTD3,041$455.8K0.01%−540−15.1%Reduced
DekaBank Deutsche Girozentrale3,039$458.0K0.00%−52−1.7%Reduced
South Dakota Investment Council3,065$459.0K0.01%−2,175−41.5%Reduced
Janney Montgomery Scott LLC3,087$463.0K0.00%+3,087New
Cornerstone Investment Partners, LLC3,090$463.2K0.03%00.0%Unchanged
Hillsdale Investment Management Inc.3,100$464.7K0.04%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd3,138$470.4K0.05%+770+32.5%Added
Tower Research Capital LLC (TRC)3,143$471.1K0.02%+2,198+232.6%Added
Securian Asset Management, Inc3,216$482.0K0.01%−210−6.1%Reduced
Wade G W & Inc3,221$483.0K0.02%+1,691+110.5%Added
Prudential PLC3,253$487.6K0.01%00.0%Unchanged
LPL Financial LLC3,256$488.0K0.00%−2,109−39.3%Reduced
Point72 Middle East FZE3,289$493.0K0.03%+3,289New
Oliver Luxxe Assets LLC3,372$505.4K0.13%+162+5.0%Added
Natixis3,400$509.6K0.00%−24,600−87.9%Reduced
Toroso Investments, LLC3,434$515.0K0.02%−1,381−28.7%Reduced
Ironwood Investment Counsel, LLC3,480$521.6K0.12%00.0%Unchanged
Susquehanna International Group, LLP3,587$537.7K0.00%−3,762−51.2%Reduced
Legacy Wealth Asset Management, LLC3,591$538.3K0.19%+248+7.4%Added
RBF Capital, LLC3,600$539.6K0.03%00.0%Unchanged
Welch & Forbes LLC3,650$547.1K0.01%00.0%Unchanged
Oak Thistle LLC3,811$571.2K0.30%+2,150+129.4%Added
Public Employees Retirement Association of Colorado3,819$572.0K0.00%−1,656−30.2%Reduced
Impax Asset Management Group plc3,860$578.6K0.00%00.0%Unchanged
Echo Street Capital Management LLC3,882$581.9K0.00%−1,801−31.7%Reduced
KB Financial Partners, LLC3,924$588.0K0.16%+320+8.9%Added
O'Shaughnessy Asset Management, LLC3,949$591.9K0.01%−57−1.4%Reduced
RMB Capital Management, LLC4,000$599.6K0.02%−1,600−28.6%Reduced
Robertson Stephens Wealth Management, LLC4,103$615.0K0.04%−4−0.1%Reduced
Wilkinson Global Asset Management LLC4,103$615.0K0.05%00.0%Unchanged
Resources Investment Advisors, LLC.4,126$618.4K0.01%−47−1.1%Reduced
Diversified Trust Co4,174$625.6K0.02%+1,524+57.5%Added
XTX Topco Ltd4,193$628.5K0.11%+4,193New
Qsemble Capital Management, LP4,200$629.5K0.45%+500+13.5%Added
Assenagon Asset Management S.A.4,290$643.0K0.00%−90,030−95.5%Reduced
SkyView Investment Advisors, LLC4,301$645.0K0.16%+371+9.4%Added
Winton Group Ltd4,363$654.0K0.05%−6,741−60.7%Reduced
Xponance, Inc.4,433$664.5K0.01%−548−11.0%Reduced
Kendall Capital Management4,445$666.0K0.29%+470+11.8%Added
Pictet Asset Management SA4,533$679.5K0.00%00.0%Unchanged
True Wealth Design, LLC4,957$743.0K0.27%+49+1.0%Added
Gotham Asset Management, LLC4,982$746.8K0.02%−4,572−47.9%Reduced
Ergoteles LLC5,079$761.3K0.04%+5,079New
Cresset Asset Management, LLC5,260$788.4K0.01%+2,219+73.0%Added
Brown Brothers Harriman & Co5,300$794.4K0.01%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp5,497$823.9K0.00%+719+15.0%Added
Alberta Investment Management Corp5,500$824.4K0.01%00.0%Unchanged
AIA Group Ltd5,517$826.9K0.04%+5,517New
Mackenzie Financial Corp5,507$830.2K0.00%−6,957−55.8%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital5,562$833.7K0.02%+3,189+134.4%Added
Allspring Global Investments Holdings, LLC5,644$846.0K0.00%+3,653+183.5%Added
CenterBook Partners LP5,924$887.9K0.11%+936+18.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,024$902.9K0.00%+268+4.7%Added
Utah Retirement Systems6,080$911.3K0.01%−500−7.6%Reduced
Livforsakringsbolaget Skandia, Omsesidigt6,100$914.3K0.09%−600−9.0%Reduced
Two Sigma Investments, LP6,200$929.3K0.00%−26,226−80.9%Reduced
Pacer Advisors, Inc.6,300$944.3K0.00%+6,300New
Cornercap Investment Counsel Inc6,450$966.8K0.17%00.0%Unchanged
Engineers Gate Manager LP6,455$967.5K0.04%−11,104−63.2%Reduced
CI Private Wealth, LLC6,595$988.6K0.00%+2,097+46.6%Added
Squarepoint Ops LLC6,664$998.9K0.01%−34,966−84.0%Reduced
Teachers Retirement System of the State of Kentucky6,751$1.01M0.01%+629+10.3%Added