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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 7,021 | $1.05M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,127 | $1.07M | 0.00% | −300−4.0% | Reduced |
| State of Alaska, Department of Revenue | 7,374 | $1.10M | 0.01% | −714−8.8% | Reduced |
| Federated Hermes, Inc. | 7,473 | $1.12M | 0.00% | −143−1.9% | Reduced |
| Asset Management One Co.,Ltd. | 7,585 | $1.14M | 0.00% | +589+8.4% | Added |
| The PNC Financial Services Group, Inc. | 7,587 | $1.14M | 0.00% | −51−0.7% | Reduced |
| New Mexico Educational Retirement Board | 7,700 | $1.15M | 0.05% | +900+13.2% | Added |
| Commerce Bank | 7,833 | $1.17M | 0.01% | −116−1.5% | Reduced |
| Cerity Partners LLC | 7,926 | $1.19M | 0.00% | +1,207+18.0% | Added |
| Nisa Investment Advisors, LLC | 7,974 | $1.20M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,024 | $1.20M | 0.03% | −333−4.0% | Reduced |
| Raymond James Trust N.A. | 8,110 | $1.22M | 0.04% | +127+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,337 | $1.25M | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 8,408 | $1.26M | 0.10% | −226−2.6% | Reduced |
| Handelsbanken Fonder AB | 8,500 | $1.27M | 0.01% | −600−6.6% | Reduced |
| ING Groep NV | 8,600 | $1.29M | 0.01% | +8,600 | New |
| Dark Forest Capital Management LP | 8,696 | $1.30M | 0.13% | +6,829+365.8% | Added |
| Ontario Teachers Pension Plan Board | 8,883 | $1.33M | 0.01% | +3,578+67.4% | Added |
| State of Michigan Retirement System | 8,919 | $1.34M | 0.01% | −600−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 9,016 | $1.35M | 0.05% | −574−6.0% | Reduced |
| JustInvest LLC | 9,320 | $1.40M | 0.04% | +524+6.0% | Added |
| Thrivent Financial for Lutherans | 9,318 | $1.40M | 0.00% | −623−6.3% | Reduced |
| Neuberger Berman Group LLC | 9,350 | $1.40M | 0.00% | −317−3.3% | Reduced |
| Illinois Municipal Retirement Fund | 9,423 | $1.41M | 0.03% | +4,335+85.2% | Added |
| Magnetar Financial LLC | 9,713 | $1.46M | 0.03% | −2,801−22.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,893 | $1.48M | 0.00% | −3,268−24.8% | Reduced |
| Hi-Line Capital Management, LLC | 10,048 | $1.51M | 0.56% | +50+0.5% | Added |
| Arizona State Retirement System | 10,140 | $1.52M | 0.01% | −774−7.1% | Reduced |
| Pathstone Family Office, LLC | 10,345 | $1.55M | 0.02% | −80−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 10,393 | $1.56M | 0.02% | −600−5.5% | Reduced |
| Louisiana State Employees Retirement System | 10,500 | $1.57M | 0.03% | +500+5.0% | Added |
| STRS Ohio | 10,815 | $1.62M | 0.01% | −1,389−11.4% | Reduced |
| Redwood Investment Management, LLC | 10,930 | $1.64M | 0.17% | −89−0.8% | Reduced |
| Bank of Montreal | 11,635 | $1.75M | 0.00% | −8,522−42.3% | Reduced |
| Natixis Advisors, L.P. | 12,082 | $1.81M | 0.01% | −1,582−11.6% | Reduced |
| SG Americas Securities, LLC | 12,357 | $1.85M | 0.02% | +5,827+89.2% | Added |
| Jacobs Levy Equity Management, Inc | 12,733 | $1.91M | 0.01% | −7,545−37.2% | Reduced |
| Duality Advisers, LP | 12,817 | $1.92M | 0.24% | +4,573+55.5% | Added |
| Seascape Capital Management | 13,075 | $1.96M | 0.93% | +55+0.4% | Added |
| Blair William & Co | 13,251 | $1.99M | 0.01% | −646−4.6% | Reduced |
| Citigroup Inc | 13,360 | $2.00M | 0.00% | −371−2.7% | Reduced |
| Two Sigma Advisers, LP | 13,400 | $2.01M | 0.01% | −77,400−85.2% | Reduced |
| Wedge Capital Management L L P | 13,675 | $2.05M | 0.03% | +12,182+815.9% | Added |
| Cubist Systematic Strategies, LLC | 14,359 | $2.15M | 0.02% | −4,770−24.9% | Reduced |
| Long Road Investment Counsel, LLC | 14,785 | $2.22M | 1.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 15,036 | $2.25M | 0.01% | +2,029+15.6% | Added |
| ExodusPoint Capital Management, LP | 15,046 | $2.25M | 0.03% | −46,939−75.7% | Reduced |
| Amplius Wealth Advisors, LLC | 15,238 | $2.28M | 0.31% | +13,282+679.0% | Added |
| River & Mercantile Asset Management LLP | 15,560 | $2.33M | 0.46% | −60−0.4% | Reduced |
| Alaska Permanent Fund Corp | 15,700 | $2.35M | 0.05% | +15,700 | New |
| Virginia Retirement Systems Et Al | 15,900 | $2.38M | 0.02% | −4,600−22.4% | Reduced |
| Stifel Financial Corp | 16,318 | $2.45M | 0.00% | −617−3.6% | Reduced |
| Fred Alger Management, LLC | 16,344 | $2.45M | 0.01% | −492−2.9% | Reduced |
| HRT Financial LP | 16,733 | $2.51M | 0.02% | −6,808−28.9% | Reduced |
| Henshaw Capital LLC | 16,987 | $2.55M | 0.15% | +10.0% | Added |
| Vident Investment Advisory, LLC | 17,330 | $2.60M | 0.09% | −570−3.2% | Reduced |
| Verdence Capital Advisors LLC | 17,340 | $2.60M | 0.30% | −114−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,451 | $2.62M | 0.02% | +485+2.9% | Added |
| Janus Henderson Group PLC | 17,605 | $2.64M | 0.00% | −30−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 17,683 | $2.65M | 0.01% | −3,566−16.8% | Reduced |
| Poehling Capital Management, LLC | 17,879 | $2.68M | 0.91% | −715−3.8% | Reduced |
| Yousif Capital Management, LLC | 18,424 | $2.76M | 0.03% | −1,530−7.7% | Reduced |
| Wellington Management Group LLP | 18,499 | $2.77M | 0.00% | −7,546−29.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,749 | $2.81M | 0.01% | +7,349+64.5% | Added |
| Balyasny Asset Management LLC | 18,790 | $2.82M | 0.01% | +18,790 | New |
| Putnam Investments LLC | 18,945 | $2.84M | 0.00% | +702+3.8% | Added |
| Envestnet Asset Management Inc | 19,023 | $2.85M | 0.00% | −736,287−97.5% | Reduced |
| Renaissance Technologies LLC | 20,900 | $3.13M | 0.00% | −71,200−77.3% | Reduced |
| Martingale Asset Management L P | 20,950 | $3.14M | 0.06% | −251−1.2% | Reduced |
| MetLife Investment Management | 21,627 | $3.24M | 0.02% | −1,466−6.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $3.25M | 0.04% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 21,869 | $3.28M | 0.01% | −21,724−49.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,044 | $3.30M | 0.12% | −295−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 22,405 | $3.36M | 0.01% | −7,120−24.1% | Reduced |
| Royal Bank of Canada | 22,611 | $3.39M | 0.00% | +9,301+69.9% | Added |
| Teacher Retirement System of Texas | 23,182 | $3.48M | 0.02% | −1,119−4.6% | Reduced |
| Amalgamated Bank | 23,625 | $3.54M | 0.03% | −2,242−8.7% | Reduced |
| Algert Global LLC | 23,967 | $3.59M | 0.16% | +570+2.4% | Added |
| Oppenheimer Asset Management Inc. | 24,494 | $3.67M | 0.05% | −1,411−5.4% | Reduced |
| Public Employees Retirement System of Ohio | 25,495 | $3.82M | 0.02% | −1,636−6.0% | Reduced |
| Walleye Capital LLC | 26,075 | $3.91M | 0.07% | +5,088+24.2% | Added |
| Mutual of America Capital Management LLC | 26,308 | $3.94M | 0.04% | −4,010−13.2% | Reduced |
| Great West Life Assurance Co | 26,364 | $3.96M | 0.01% | −4,067−13.4% | Reduced |
| Manufacturers Life Insurance Company, The | 26,879 | $4.03M | 0.00% | −2,273−7.8% | Reduced |
| Prudential Financial Inc | 28,351 | $4.25M | 0.01% | +8,000+39.3% | Added |
| HSBC Holdings PLC | 28,127 | $4.25M | 0.00% | +8,877+46.1% | Added |
| Amundi | 28,387 | $4.28M | 0.00% | −31−0.1% | Reduced |
| Barclays PLC | 29,077 | $4.36M | 0.00% | +18,792+182.7% | Added |
| Texas Permanent School Fund | 31,787 | $4.76M | 0.04% | −1,995−5.9% | Reduced |
| Treasurer of the State of North Carolina | 31,887 | $4.78M | 0.03% | +532+1.7% | Added |
| Maltese Capital Management LLC | 32,000 | $4.80M | 1.66% | +7,000+28.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 32,269 | $4.84M | 0.02% | +31,644+5,063.0% | Added |
| State of Wisconsin Investment Board | 32,795 | $4.92M | 0.01% | −1,789−5.2% | Reduced |
| Bridgewater Associates, LP | 32,895 | $4.93M | 0.03% | −95−0.3% | Reduced |
| Price T Rowe Associates Inc | 33,603 | $5.04M | 0.00% | +12,642+60.3% | Added |
| Brandywine Global Investment Management, LLC | 34,122 | $5.11M | 0.04% | +24,293+247.2% | Added |
| Canada Pension Plan Investment Board | 34,800 | $5.22M | 0.01% | +1,900+5.8% | Added |
| Jane Street Group, LLC | 34,862 | $5.23M | 0.01% | +31,913+1,082.2% | Added |
| Calamos Advisors LLC | 35,430 | $5.31M | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 36,182 | $5.42M | 0.01% | −8,161−18.4% | Reduced |