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, Q3 2023
Institutional positions in Affiliated Managers Group, Inc. as of Sep 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
- 360
- −18 vs. Q2 2023
- Shares held
- 31.8M
- −1.65M (−4.9%) vs. Q2 2023
- Total value
- $4.16B
- −$786.9M (−15.9%) vs. Q2 2023
- New holders
- 31
- 120 more added
- Sold out
- 49
- 154 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,802,638 | $495.6M | 0.01% | −19,354−0.5% | Reduced |
| BlackRock Inc. | 3,364,371 | $438.5M | 0.01% | −7,039−0.2% | Reduced |
| Morgan Stanley | 2,474,577 | $322.5M | 0.03% | +41,120+1.7% | Added |
| Clarkston Capital Partners, LLC | 2,250,534 | $293.3M | 5.76% | −18,768−0.8% | Reduced |
| EdgePoint Investment Group Inc. | 1,832,474 | $238.8M | 2.28% | −811,453−30.7% | Reduced |
| FMR LLC | 1,582,345 | $206.2M | 0.02% | −107,798−6.4% | Reduced |
| State Street Corp | 1,261,308 | $164.4M | 0.01% | −1,110−0.1% | Reduced |
| Ariel Investments, LLC | 1,188,146 | $154.9M | 1.64% | +120,977+11.3% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 908,039 | $118.4M | 4.38% | −12,996−1.4% | Reduced |
| Kiltearn Partners LLP | 845,514 | $110.2M | 8.70% | +34,500+4.3% | Added |
| Dimensional Fund Advisors LP | 764,839 | $99.7M | 0.03% | −43,169−5.3% | Reduced |
| Lyrical Asset Management LP | 684,952 | $89.3M | 1.69% | −31,991−4.5% | Reduced |
| Geode Capital Management, LLC | 594,831 | $77.5M | 0.01% | +4,028+0.7% | Added |
| Millennium Management LLC | 436,184 | $56.9M | 0.06% | +352,364+420.4% | Added |
| Allianz Asset Management GmbH | 419,045 | $54.6M | 0.11% | +166,274+65.8% | Added |
| Norges Bank | 381,996 | $49.8M | 0.01% | −20,559−5.1% | Reduced |
| Bank of New York Mellon Corp | 379,555 | $49.5M | 0.01% | −18,824−4.7% | Reduced |
| Spyglass Capital Management LLC | 367,651 | $47.9M | 3.75% | −1,807−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 347,027 | $45.2M | 0.01% | +2,824+0.8% | Added |
| Bruni J V & Co | 314,275 | $41.0M | 5.76% | +705+0.2% | Added |
| Northern Trust Corp | 308,352 | $40.2M | 0.01% | −74,940−19.6% | Reduced |
| LGT Capital Partners Ltd. | 306,660 | $40.0M | 1.44% | +34,405+12.6% | Added |
| Citadel Advisors LLC | 281,836 | $36.7M | 0.04% | +279,373+11,342.8% | Added |
| Invesco Ltd. | 263,664 | $34.4M | 0.01% | +104,507+65.7% | Added |
| Raymond James & Associates | 249,276 | $32.5M | 0.03% | −2,799−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 205,952 | $26.8M | 0.04% | −2,363−1.1% | Reduced |
| LSV Asset Management | 193,976 | $25.3M | 0.06% | −400−0.2% | Reduced |
| Prana Capital Management, LP | 177,548 | $23.1M | 1.50% | −27,905−13.6% | Reduced |
| Goldman Sachs Group Inc | 167,272 | $21.8M | 0.01% | −2,294−1.4% | Reduced |
| JPMorgan Chase & Co | 157,334 | $20.5M | 0.00% | −22,365−12.4% | Reduced |
| Bank of America Corp | 153,769 | $20.0M | 0.00% | −1,284−0.8% | Reduced |
| Reinhart Partners, Inc. | 134,959 | $17.6M | 0.91% | −1,984−1.4% | Reduced |
| Principal Financial Group Inc | 129,334 | $16.9M | 0.01% | −6,193−4.6% | Reduced |
| Rhumbline Advisers | 110,896 | $14.5M | 0.02% | −3,241−2.8% | Reduced |
| Macquarie Group Ltd | 109,766 | $14.3M | 0.02% | +1,116+1.0% | Added |
| Bridgewater Associates, LP | 101,995 | $13.3M | 0.08% | +69,100+210.1% | Added |
| Nuveen Asset Management, LLC | 98,174 | $12.8M | 0.00% | −20,633−17.4% | Reduced |
| North Star Asset Management Inc | 97,254 | $12.7M | 0.73% | +861+0.9% | Added |
| Retirement Systems of Alabama | 93,660 | $12.2M | 0.06% | −2,764−2.9% | Reduced |
| First Trust Advisors LP | 93,459 | $12.2M | 0.01% | −18,252−16.3% | Reduced |
| Polar Capital Holdings Plc | 87,684 | $11.4M | 0.08% | −57,059−39.4% | Reduced |
| Man Group plc | – | $11.3M | 0.04% | – | – |
| UBS Asset Management Americas Inc | 84,987 | $11.1M | 0.00% | +2,274+2.7% | Added |
| Qube Research & Technologies Ltd | 79,432 | $10.4M | 0.03% | −58,163−42.3% | Reduced |
| Swiss National Bank | 79,400 | $10.3M | 0.01% | +800+1.0% | Added |
| California Public Employees Retirement System | 79,314 | $10.3M | 0.01% | −2,012−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 75,237 | $9.81M | 0.09% | −49,075−39.5% | Reduced |
| Wallace Capital Management Inc. | 73,379 | $9.56M | 1.47% | −5,575−7.1% | Reduced |
| Fisher Asset Management, LLC | 68,124 | $8.88M | 0.01% | +2,578+3.9% | Added |
| Wells Fargo & Company | 64,701 | $8.43M | 0.00% | −6,402−9.0% | Reduced |
| Parkwood LLC | 62,715 | $8.17M | 1.49% | +11,886+23.4% | Added |
| Channing Capital Management, LLC | 60,153 | $7.84M | 0.26% | +8,385+16.2% | Added |
| Credit Suisse AG | 59,183 | $7.71M | 0.01% | +2,278+4.0% | Added |
| Price T Rowe Associates Inc | 58,154 | $7.58M | 0.00% | +24,551+73.1% | Added |
| Alliancebernstein L.P. | 56,742 | $7.40M | 0.00% | +1,430+2.6% | Added |
| Balyasny Asset Management LLC | 55,062 | $7.18M | 0.02% | +36,272+193.0% | Added |
| Cambria Investment Management, L.P. | 54,589 | $7.12M | 0.58% | +4,242+8.4% | Added |
| Legal & General Group Plc | 53,961 | $7.03M | 0.00% | −706−1.3% | Reduced |
| Russell Investments Group, Ltd. | 53,211 | $6.94M | 0.01% | −306−0.6% | Reduced |
| New York State Teachers Retirement System | 53,120 | $6.92M | 0.02% | −3,219−5.7% | Reduced |
| Los Angeles Capital Management LLC | 51,542 | $6.72M | 0.03% | +796+1.6% | Added |
| American International Group, Inc. | 49,383 | $6.44M | 0.04% | −5,067−9.3% | Reduced |
| UBS Group AG | 48,788 | $6.36M | 0.00% | +2,197+4.7% | Added |
| Ameriprise Financial Inc | 48,336 | $6.30M | 0.00% | −3,962−7.6% | Reduced |
| Franklin Resources Inc | 46,898 | $6.11M | 0.00% | −8,756−15.7% | Reduced |
| Deutsche Bank AG | 46,609 | $6.08M | 0.00% | −33,740−42.0% | Reduced |
| Canada Pension Plan Investment Board | 45,200 | $5.89M | 0.01% | +10,400+29.9% | Added |
| Nordea Investment Management AB | 44,302 | $5.88M | 0.01% | −21,000−32.2% | Reduced |
| Envestnet Asset Management Inc | 42,856 | $5.59M | 0.00% | +23,833+125.3% | Added |
| Truist Financial Corp | 42,325 | $5.52M | 0.01% | −1,650−3.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 42,140 | $5.49M | 0.03% | +23,391+124.8% | Added |
| SEI Investments Co | 40,548 | $5.28M | 0.01% | −2,460−5.7% | Reduced |
| Storebrand Asset Management AS | 40,505 | $5.28M | 0.03% | −344−0.8% | Reduced |
| HRT Financial LP | 40,330 | $5.26M | 0.05% | +23,597+141.0% | Added |
| California State Teachers Retirement System | 40,214 | $5.24M | 0.01% | −3,855−8.7% | Reduced |
| Algert Global LLC | 38,695 | $5.04M | 0.24% | +14,728+61.5% | Added |
| Assetmark, Inc | 38,638 | $5.04M | 0.02% | −1,488−3.7% | Reduced |
| Victory Capital Management Inc | 38,141 | $4.97M | 0.01% | −721−1.9% | Reduced |
| Assenagon Asset Management S.A. | 37,597 | $4.90M | 0.02% | +33,307+776.4% | Added |
| New York State Common Retirement Fund | 36,504 | $4.76M | 0.01% | −5,266−12.6% | Reduced |
| Brandywine Global Investment Management, LLC | 35,872 | $4.68M | 0.04% | +1,750+5.1% | Added |
| Voya Investment Management LLC | 35,868 | $4.68M | 0.01% | −314−0.9% | Reduced |
| Calamos Advisors LLC | 35,430 | $4.62M | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 33,853 | $4.41M | 0.01% | +1,058+3.2% | Added |
| Jane Street Group, LLC | 33,649 | $4.39M | 0.01% | −1,213−3.5% | Reduced |
| Treasurer of the State of North Carolina | 33,573 | $4.38M | 0.02% | +1,686+5.3% | Added |
| Maltese Capital Management LLC | 33,300 | $4.34M | 1.65% | +1,300+4.1% | Added |
| Fred Alger Management, LLC | 32,366 | $4.22M | 0.02% | +16,022+98.0% | Added |
| Jupiter Asset Management Ltd | 32,242 | $4.20M | 0.05% | −10,485−24.5% | Reduced |
| State Board of Administration of Florida Retirement System | 31,687 | $4.13M | 0.01% | −6,230−16.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 31,094 | $4.05M | 0.10% | −9,114−22.7% | Reduced |
| Texas Permanent School Fund | 29,765 | $3.88M | 0.04% | −2,022−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 29,064 | $3.79M | 0.00% | +2,185+8.1% | Added |
| Prudential Financial Inc | 28,670 | $3.74M | 0.01% | +319+1.1% | Added |
| Amundi | 28,178 | $3.53M | 0.00% | −209−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 27,058 | $3.53M | 0.01% | +21,414+379.4% | Added |
| Vident Advisory, LLC | 26,774 | $3.49M | 0.11% | +26,774 | New |
| Great West Life Assurance Co | 26,436 | $3.44M | 0.01% | +72+0.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,000 | $3.39M | 0.02% | −6,269−19.4% | Reduced |
| Amalgamated Bank | 25,219 | $3.29M | 0.03% | +1,594+6.7% | Added |