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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 26,075 | $3.91M | 0.07% | +5,088+24.2% | Added |
| Public Employees Retirement System of Ohio | 25,495 | $3.82M | 0.02% | −1,636−6.0% | Reduced |
| Oppenheimer Asset Management Inc. | 24,494 | $3.67M | 0.05% | −1,411−5.4% | Reduced |
| Algert Global LLC | 23,967 | $3.59M | 0.16% | +570+2.4% | Added |
| Amalgamated Bank | 23,625 | $3.54M | 0.03% | −2,242−8.7% | Reduced |
| Teacher Retirement System of Texas | 23,182 | $3.48M | 0.02% | −1,119−4.6% | Reduced |
| Royal Bank of Canada | 22,611 | $3.39M | 0.00% | +9,301+69.9% | Added |
| Ensign Peak Advisors, Inc | 22,405 | $3.36M | 0.01% | −7,120−24.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,044 | $3.30M | 0.12% | −295−1.3% | Reduced |
| State of Tennessee, Treasury Department | 21,869 | $3.28M | 0.01% | −21,724−49.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $3.25M | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 21,627 | $3.24M | 0.02% | −1,466−6.3% | Reduced |
| Martingale Asset Management L P | 20,950 | $3.14M | 0.06% | −251−1.2% | Reduced |
| Renaissance Technologies LLC | 20,900 | $3.13M | 0.00% | −71,200−77.3% | Reduced |
| Envestnet Asset Management Inc | 19,023 | $2.85M | 0.00% | −736,287−97.5% | Reduced |
| Putnam Investments LLC | 18,945 | $2.84M | 0.00% | +702+3.8% | Added |
| Balyasny Asset Management LLC | 18,790 | $2.82M | 0.01% | +18,790 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,749 | $2.81M | 0.01% | +7,349+64.5% | Added |
| Wellington Management Group LLP | 18,499 | $2.77M | 0.00% | −7,546−29.0% | Reduced |
| Yousif Capital Management, LLC | 18,424 | $2.76M | 0.03% | −1,530−7.7% | Reduced |
| Poehling Capital Management, LLC | 17,879 | $2.68M | 0.91% | −715−3.8% | Reduced |
| State of New Jersey Common Pension Fund D | 17,683 | $2.65M | 0.01% | −3,566−16.8% | Reduced |
| Janus Henderson Group PLC | 17,605 | $2.64M | 0.00% | −30−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,451 | $2.62M | 0.02% | +485+2.9% | Added |
| Verdence Capital Advisors LLC | 17,340 | $2.60M | 0.30% | −114−0.7% | Reduced |
| Vident Investment Advisory, LLC | 17,330 | $2.60M | 0.09% | −570−3.2% | Reduced |
| Henshaw Capital LLC | 16,987 | $2.55M | 0.15% | +10.0% | Added |
| HRT Financial LP | 16,733 | $2.51M | 0.02% | −6,808−28.9% | Reduced |
| Fred Alger Management, LLC | 16,344 | $2.45M | 0.01% | −492−2.9% | Reduced |
| Stifel Financial Corp | 16,318 | $2.45M | 0.00% | −617−3.6% | Reduced |
| Virginia Retirement Systems Et Al | 15,900 | $2.38M | 0.02% | −4,600−22.4% | Reduced |
| Alaska Permanent Fund Corp | 15,700 | $2.35M | 0.05% | +15,700 | New |
| River & Mercantile Asset Management LLP | 15,560 | $2.33M | 0.46% | −60−0.4% | Reduced |
| Amplius Wealth Advisors, LLC | 15,238 | $2.28M | 0.31% | +13,282+679.0% | Added |
| ExodusPoint Capital Management, LP | 15,046 | $2.25M | 0.03% | −46,939−75.7% | Reduced |
| Rockefeller Capital Management L.P. | 15,036 | $2.25M | 0.01% | +2,029+15.6% | Added |
| Long Road Investment Counsel, LLC | 14,785 | $2.22M | 1.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 14,359 | $2.15M | 0.02% | −4,770−24.9% | Reduced |
| Wedge Capital Management L L P | 13,675 | $2.05M | 0.03% | +12,182+815.9% | Added |
| Two Sigma Advisers, LP | 13,400 | $2.01M | 0.01% | −77,400−85.2% | Reduced |
| Citigroup Inc | 13,360 | $2.00M | 0.00% | −371−2.7% | Reduced |
| Blair William & Co | 13,251 | $1.99M | 0.01% | −646−4.6% | Reduced |
| Seascape Capital Management | 13,075 | $1.96M | 0.93% | +55+0.4% | Added |
| Duality Advisers, LP | 12,817 | $1.92M | 0.24% | +4,573+55.5% | Added |
| Jacobs Levy Equity Management, Inc | 12,733 | $1.91M | 0.01% | −7,545−37.2% | Reduced |
| SG Americas Securities, LLC | 12,357 | $1.85M | 0.02% | +5,827+89.2% | Added |
| Natixis Advisors, L.P. | 12,082 | $1.81M | 0.01% | −1,582−11.6% | Reduced |
| Bank of Montreal | 11,635 | $1.75M | 0.00% | −8,522−42.3% | Reduced |
| Redwood Investment Management, LLC | 10,930 | $1.64M | 0.17% | −89−0.8% | Reduced |
| STRS Ohio | 10,815 | $1.62M | 0.01% | −1,389−11.4% | Reduced |
| Louisiana State Employees Retirement System | 10,500 | $1.57M | 0.03% | +500+5.0% | Added |
| Oregon Public Employees Retirement Fund | 10,393 | $1.56M | 0.02% | −600−5.5% | Reduced |
| Pathstone Family Office, LLC | 10,345 | $1.55M | 0.02% | −80−0.8% | Reduced |
| Arizona State Retirement System | 10,140 | $1.52M | 0.01% | −774−7.1% | Reduced |
| Hi-Line Capital Management, LLC | 10,048 | $1.51M | 0.56% | +50+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 9,893 | $1.48M | 0.00% | −3,268−24.8% | Reduced |
| Magnetar Financial LLC | 9,713 | $1.46M | 0.03% | −2,801−22.4% | Reduced |
| Illinois Municipal Retirement Fund | 9,423 | $1.41M | 0.03% | +4,335+85.2% | Added |
| Neuberger Berman Group LLC | 9,350 | $1.40M | 0.00% | −317−3.3% | Reduced |
| Thrivent Financial for Lutherans | 9,318 | $1.40M | 0.00% | −623−6.3% | Reduced |
| JustInvest LLC | 9,320 | $1.40M | 0.04% | +524+6.0% | Added |
| Ameritas Investment Partners, Inc. | 9,016 | $1.35M | 0.05% | −574−6.0% | Reduced |
| State of Michigan Retirement System | 8,919 | $1.34M | 0.01% | −600−6.3% | Reduced |
| Ontario Teachers Pension Plan Board | 8,883 | $1.33M | 0.01% | +3,578+67.4% | Added |
| Dark Forest Capital Management LP | 8,696 | $1.30M | 0.13% | +6,829+365.8% | Added |
| ING Groep NV | 8,600 | $1.29M | 0.01% | +8,600 | New |
| Handelsbanken Fonder AB | 8,500 | $1.27M | 0.01% | −600−6.6% | Reduced |
| Sepio Capital, LP | 8,408 | $1.26M | 0.10% | −226−2.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,337 | $1.25M | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,110 | $1.22M | 0.04% | +127+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,024 | $1.20M | 0.03% | −333−4.0% | Reduced |
| Nisa Investment Advisors, LLC | 7,974 | $1.20M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,926 | $1.19M | 0.00% | +1,207+18.0% | Added |
| Commerce Bank | 7,833 | $1.17M | 0.01% | −116−1.5% | Reduced |
| New Mexico Educational Retirement Board | 7,700 | $1.15M | 0.05% | +900+13.2% | Added |
| The PNC Financial Services Group, Inc. | 7,587 | $1.14M | 0.00% | −51−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 7,585 | $1.14M | 0.00% | +589+8.4% | Added |
| Federated Hermes, Inc. | 7,473 | $1.12M | 0.00% | −143−1.9% | Reduced |
| State of Alaska, Department of Revenue | 7,374 | $1.10M | 0.01% | −714−8.8% | Reduced |
| Captrust Financial Advisors | 7,127 | $1.07M | 0.00% | −300−4.0% | Reduced |
| Regions Financial Corp | 7,021 | $1.05M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,751 | $1.01M | 0.01% | +629+10.3% | Added |
| Squarepoint Ops LLC | 6,664 | $998.9K | 0.01% | −34,966−84.0% | Reduced |
| CI Private Wealth, LLC | 6,595 | $988.6K | 0.00% | +2,097+46.6% | Added |
| Engineers Gate Manager LP | 6,455 | $967.5K | 0.04% | −11,104−63.2% | Reduced |
| Cornercap Investment Counsel Inc | 6,450 | $966.8K | 0.17% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,300 | $944.3K | 0.00% | +6,300 | New |
| Two Sigma Investments, LP | 6,200 | $929.3K | 0.00% | −26,226−80.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,100 | $914.3K | 0.09% | −600−9.0% | Reduced |
| Utah Retirement Systems | 6,080 | $911.3K | 0.01% | −500−7.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,024 | $902.9K | 0.00% | +268+4.7% | Added |
| CenterBook Partners LP | 5,924 | $887.9K | 0.11% | +936+18.8% | Added |
| Allspring Global Investments Holdings, LLC | 5,644 | $846.0K | 0.00% | +3,653+183.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,562 | $833.7K | 0.02% | +3,189+134.4% | Added |
| Mackenzie Financial Corp | 5,507 | $830.2K | 0.00% | −6,957−55.8% | Reduced |
| AIA Group Ltd | 5,517 | $826.9K | 0.04% | +5,517 | New |
| Alberta Investment Management Corp | 5,500 | $824.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 5,497 | $823.9K | 0.00% | +719+15.0% | Added |
| Brown Brothers Harriman & Co | 5,300 | $794.4K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,260 | $788.4K | 0.01% | +2,219+73.0% | Added |