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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 37,917 | $5.68M | 0.01% | −7,157−15.9% | Reduced |
| Victory Capital Management Inc | 38,862 | $5.83M | 0.01% | +4,368+12.7% | Added |
| AXA S.A. | 39,500 | $5.92M | 0.02% | +35,700+939.5% | Added |
| Assetmark, Inc | 40,126 | $6.01M | 0.02% | −11,431−22.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 40,208 | $6.03M | 0.13% | +40,208 | New |
| Acadian Asset Management LLC | 40,750 | $6.10M | 0.03% | −13,887−25.4% | Reduced |
| Storebrand Asset Management AS | 40,849 | $6.12M | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 41,770 | $6.26M | 0.01% | −596−1.4% | Reduced |
| Jupiter Asset Management Ltd | 42,727 | $6.41M | 0.07% | −34,632−44.8% | Reduced |
| SEI Investments Co | 43,008 | $6.45M | 0.01% | +692+1.6% | Added |
| Truist Financial Corp | 43,975 | $6.59M | 0.01% | −3,090−6.6% | Reduced |
| California State Teachers Retirement System | 44,069 | $6.61M | 0.01% | −3,353−7.1% | Reduced |
| UBS Group AG | 46,591 | $6.98M | 0.00% | +1,668+3.7% | Added |
| Cambria Investment Management, L.P. | 50,347 | $7.55M | 0.63% | −1,616−3.1% | Reduced |
| Los Angeles Capital Management LLC | 50,746 | $7.61M | 0.03% | 00.0% | Unchanged |
| Parkwood LLC | 50,829 | $7.62M | 1.39% | −2,617−4.9% | Reduced |
| Channing Capital Management, LLC | 51,768 | $7.76M | 0.24% | −15,610−23.2% | Reduced |
| Ameriprise Financial Inc | 52,298 | $7.84M | 0.00% | −3,037−5.5% | Reduced |
| Russell Investments Group, Ltd. | 53,517 | $8.02M | 0.02% | −1,386−2.5% | Reduced |
| American International Group, Inc. | 54,450 | $8.16M | 0.05% | −3,670−6.3% | Reduced |
| Legal & General Group Plc | 54,667 | $8.19M | 0.00% | −2,351−4.1% | Reduced |
| Alliancebernstein L.P. | 55,312 | $8.29M | 0.00% | −1,871−3.3% | Reduced |
| Franklin Resources Inc | 55,654 | $8.34M | 0.00% | +22,441+67.6% | Added |
| New York State Teachers Retirement System | 56,339 | $8.45M | 0.02% | −2,296−3.9% | Reduced |
| Credit Suisse AG | 56,905 | $8.53M | 0.01% | +8,475+17.5% | Added |
| Nordea Investment Management AB | 65,302 | $9.82M | 0.01% | +5,476+9.2% | Added |
| Fisher Asset Management, LLC | 65,546 | $9.82M | 0.01% | +26,043+65.9% | Added |
| Wells Fargo & Company | 71,103 | $10.7M | 0.00% | −5,952−7.7% | Reduced |
| UBS Asset Management Americas Inc | 82,713 | $11.8M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 78,600 | $11.8M | 0.01% | −2,700−3.3% | Reduced |
| Wallace Capital Management Inc. | 78,954 | $11.8M | 1.83% | −1,330−1.7% | Reduced |
| Deutsche Bank AG | 80,349 | $12.0M | 0.01% | −232,050−74.3% | Reduced |
| California Public Employees Retirement System | 81,326 | $12.2M | 0.01% | −2,133−2.6% | Reduced |
| Millennium Management LLC | 83,820 | $12.6M | 0.01% | −154,713−64.9% | Reduced |
| American Century Companies Inc | 90,662 | $13.6M | 0.01% | −51,182−36.1% | Reduced |
| North Star Asset Management Inc | 96,393 | $14.4M | 0.80% | +1,054+1.1% | Added |
| Retirement Systems of Alabama | 96,424 | $14.5M | 0.06% | −2,695−2.7% | Reduced |
| Man Group plc | 104,261 | $15.6M | 0.05% | – | – |
| Macquarie Group Ltd | 108,650 | $16.3M | 0.02% | −100−0.1% | Reduced |
| First Trust Advisors LP | 111,711 | $16.7M | 0.02% | −10,436−8.5% | Reduced |
| Hancock Whitney Corp | 113,830 | $17.1M | 0.67% | −5,483−4.6% | Reduced |
| Rhumbline Advisers | 114,137 | $17.1M | 0.02% | −883−0.8% | Reduced |
| Nuveen Asset Management, LLC | 118,807 | $17.8M | 0.01% | −1,442−1.2% | Reduced |
| Gillson Capital LP | 119,727 | $17.9M | 1.58% | +22,863+23.6% | Added |
| Schroder Investment Management Group | 120,975 | $18.1M | 0.03% | −42,901−26.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 124,312 | $18.6M | 0.16% | −2,645−2.1% | Reduced |
| Principal Financial Group Inc | 135,527 | $20.3M | 0.01% | −13,542−9.1% | Reduced |
| Reinhart Partners, Inc. | 136,943 | $20.5M | 1.04% | −3,179−2.3% | Reduced |
| Qube Research & Technologies Ltd | 137,595 | $20.6M | 0.08% | +43,027+45.5% | Added |
| Polar Capital Holdings Plc | 144,743 | $21.7M | 0.15% | +1,837+1.3% | Added |
| Bank of America Corp | 155,053 | $23.2M | 0.00% | −5,682−3.5% | Reduced |
| Invesco Ltd. | 159,157 | $23.9M | 0.01% | +65,022+69.1% | Added |
| Goldman Sachs Group Inc | 169,566 | $25.4M | 0.01% | −34,445−16.9% | Reduced |
| Lazard Asset Management LLC | 176,637 | $26.5M | 0.03% | −2,503−1.4% | Reduced |
| JPMorgan Chase & Co | 179,699 | $26.9M | 0.00% | +10,548+6.2% | Added |
| LSV Asset Management | 194,376 | $29.1M | 0.06% | +28,837+17.4% | Added |
| Prana Capital Management, LP | 205,453 | $30.8M | 2.06% | +61,547+42.8% | Added |
| D. E. Shaw & Co., Inc. | 208,315 | $31.2M | 0.05% | −55,496−21.0% | Reduced |
| Junto Capital Management LP | 246,664 | $37.0M | 0.94% | +46,703+23.4% | Added |
| Raymond James & Associates | 252,075 | $37.8M | 0.03% | +7,470+3.1% | Added |
| Allianz Asset Management GmbH | 252,771 | $37.9M | 0.08% | +43,251+20.6% | Added |
| LGT Capital Partners Ltd. | 272,255 | $40.8M | 1.41% | −48,950−15.2% | Reduced |
| Bruni J V & Co | 313,570 | $47.0M | 6.24% | −265−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 344,203 | $51.6M | 0.01% | −12,710−3.6% | Reduced |
| Spyglass Capital Management LLC | 369,458 | $55.4M | 4.00% | −31,307−7.8% | Reduced |
| Northern Trust Corp | 383,292 | $57.5M | 0.01% | +11,475+3.1% | Added |
| Bank of New York Mellon Corp | 398,379 | $59.7M | 0.01% | −8,658−2.1% | Reduced |
| Norges Bank | 402,555 | $60.3M | 0.01% | +301,210+297.2% | Added |
| Geode Capital Management, LLC | 590,803 | $88.6M | 0.01% | +61,674+11.7% | Added |
| Lyrical Asset Management LP | 716,943 | $107.5M | 2.01% | −51,594−6.7% | Reduced |
| Dimensional Fund Advisors LP | 808,008 | $121.1M | 0.04% | +16,118+2.0% | Added |
| Kiltearn Partners LLP | 811,014 | $121.6M | 8.89% | −24,400−2.9% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 921,035 | $138.1M | 4.87% | −2,323−0.3% | Reduced |
| Ariel Investments, LLC | 1,067,169 | $160.0M | 1.51% | −24,991−2.3% | Reduced |
| State Street Corp | 1,262,418 | $189.2M | 0.01% | −28,367−2.2% | Reduced |
| FMR LLC | 1,690,143 | $253.3M | 0.02% | −2,961−0.2% | Reduced |
| Clarkston Capital Partners, LLC | 2,269,302 | $340.1M | 6.12% | +1,747+0.1% | Added |
| Morgan Stanley | 2,433,457 | $364.8M | 0.04% | −321,430−11.7% | Reduced |
| EdgePoint Investment Group Inc. | 2,643,927 | $396.3M | 3.56% | −238,162−8.3% | Reduced |
| BlackRock Inc. | 3,371,410 | $505.3M | 0.01% | −124,796−3.6% | Reduced |
| Vanguard Group Inc | 3,821,992 | $572.9M | 0.01% | +4,609+0.1% | Added |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −107,105−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −84,686−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −35,560−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −27,390−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −25,313−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −23,742−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −19,008−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,673−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,247−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −8,810−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,202−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,890−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,590−100.0% | Sold out |
| Sterling Manor Financial, LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |