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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 1,350 | $202.4K | 0.06% | +1,350 | New |
| Bessemer Group Inc | 1,091 | $164.0K | 0.00% | +1,057+3,108.8% | Added |
| Quent Capital, LLC | 1,060 | $158.9K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 993 | $149.2K | 0.00% | −566−36.3% | Reduced |
| Column Capital Advisors, LLC | 751 | $112.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 728 | $109.1K | 0.00% | +247+51.4% | Added |
| Northwestern Mutual Wealth Management Co | 673 | $100.8K | 0.00% | +217+47.6% | Added |
| Altshuler Shaham Ltd | 601 | $90.1K | 0.00% | +601 | New |
| Point72 Asset Management, L.P. | 596 | $89.3K | 0.00% | +26+4.6% | Added |
| Quadrant Capital Group LLC | 512 | $76.7K | 0.01% | +106+26.1% | Added |
| EMC Capital Management | 6,292 | $75.0K | 0.15% | +5,355+571.5% | Added |
| Covestor Ltd | 486 | $73.0K | 0.06% | +416+594.3% | 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 |
| EverSource Wealth Advisors, LLC | 426 | $63.9K | 0.01% | +102+31.5% | Added |
| National Bank of Canada | 402 | $60.3K | 0.00% | +141+54.0% | Added |
| Truvestments Capital LLC | 330 | $49.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $48.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 312 | $46.8K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 296 | $44.4K | 0.02% | +296 | New |
| First Horizon Advisors, Inc. | 274 | $41.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 258 | $37.0K | 0.00% | −1,050−80.3% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $33.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 203 | $30.4K | 0.00% | +43+26.9% | Added |
| Bokf, NA | 190 | $28.5K | 0.00% | −62−24.6% | Reduced |
| Quarry LP | 174 | $26.1K | 0.02% | −214−55.2% | Reduced |
| Kapitalo Investimentos Ltda | 163 | $24.4K | 0.00% | −659−80.2% | Reduced |
| Investors Research Corp | 150 | $22.5K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 145 | $22.0K | 0.00% | +41+39.4% | Added |
| IFP Advisors, Inc | 327 | $20.5K | 0.00% | +69+26.7% | Added |
| Farther Finance Advisors, LLC | 113 | $16.9K | 0.00% | +59+109.3% | Added |
| Steward Partners Investment Advisory, LLC | 101 | $15.1K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $15.0K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 84 | $12.6K | 0.00% | −6−6.7% | Reduced |
| Massmutual Trust Co FSB | 75 | $11.2K | 0.00% | +34+82.9% | Added |
| Plante Moran Financial Advisors, LLC | 73 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $8.99K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 56 | $8.39K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $7.94K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $7.34K | 0.00% | −7−12.5% | Reduced |
| Sound Income Strategies, LLC | 46 | $6.89K | 0.00% | +46 | New |
| JFS Wealth Advisors, LLC | 44 | $6.60K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 41 | $6.00K | 0.00% | +5+13.9% | Added |
| Private Trust Co NA | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Creative Financial Designs Inc | 33 | $4.95K | 0.00% | +13+65.0% | Added |
| Denali Advisors LLC | 30 | $4.50K | 0.00% | +18+150.0% | Added |
| Key Financial Inc | 27 | $4.05K | 0.00% | +27 | New |
| Vigilant Capital Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $3.75K | 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 |
| Asset Dedication, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $2.85K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $2.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.40K | 0.00% | −1−5.9% | Reduced |
| Glassman Wealth Services | 14 | $2.10K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 19 | $2.00K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 13 | $1.95K | 0.00% | −1−7.1% | Reduced |
| Huntington National Bank | 13 | $1.95K | 0.00% | +13 | New |
| Motco | 12 | $1.80K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 11 | $1.65K | 0.00% | −2−15.4% | Reduced |
| JJJ Advisors Inc. | 11 | $1.65K | 0.00% | +2+22.2% | Added |
| M&R Capital Management Inc | 11 | $1.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9 | $1.35K | 0.00% | +9 | New |
| Proequities, Inc. | 8 | $1.20K | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 7 | $1.05K | 0.00% | −5−41.7% | Reduced |
| Global Retirement Partners, LLC | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | +8+266.7% | Added |
| Raffa Wealth Management, LLC | 6 | $899 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $899 | 0.00% | +6 | New |
| Baker Avenue Asset Management, LP | 5 | $749 | 0.00% | −4−44.4% | Reduced |
| Bogart Wealth, LLC | 4 | $600 | 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 |
| Parkside Financial Bank & Trust | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 465,331 | $3 | 0.00% | +465,331 | New |
| 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 |