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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 2,211 | $288.0K | 0.01% | +858+63.4% | Added |
| Coldstream Capital Management Inc | 2,254 | $293.8K | 0.01% | −57−2.5% | Reduced |
| Cubic Asset Management, LLC | 2,329 | $303.6K | 0.08% | −45−1.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,356 | $307.1K | 0.03% | +5+0.2% | Added |
| Guggenheim Capital LLC | 2,357 | $307.2K | 0.00% | +312+15.3% | Added |
| Creative Planning | 2,412 | $314.4K | 0.00% | +33+1.4% | Added |
| Virtu Financial LLC | 2,423 | $316.0K | 0.03% | +2,423 | New |
| Verition Fund Management LLC | 2,430 | $316.7K | 0.00% | +641+35.8% | Added |
| Cetera Advisor Networks LLC | 2,459 | $320.5K | 0.00% | +816+49.7% | Added |
| South Dakota Investment Council | 2,488 | $324.0K | 0.01% | −577−18.8% | Reduced |
| Harbor Advisors LLC | 2,500 | $325.9K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,516 | $327.9K | 0.01% | −918−26.7% | Reduced |
| Capstone Investment Advisors, LLC | 2,540 | $331.1K | 0.01% | +2,540 | New |
| Crossmark Global Holdings, Inc. | 2,547 | $333.0K | 0.01% | −171−6.3% | Reduced |
| Mariner, LLC | 2,557 | $333.2K | 0.00% | −110−4.1% | Reduced |
| Vestcor Inc | 2,611 | $340.0K | 0.01% | +2,611 | New |
| CWM, LLC | 2,613 | $341.0K | 0.00% | +180+7.4% | Added |
| Maryland State Retirement & Pension System | 2,720 | $354.5K | 0.01% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,725 | $355.2K | 0.02% | +185+7.3% | Added |
| Guinness Asset Management LTD | 2,733 | $356.2K | 0.01% | −308−10.1% | Reduced |
| US Bancorp | 2,826 | $368.3K | 0.00% | −165−5.5% | Reduced |
| Asset Management One Co.,Ltd. | 2,846 | $370.9K | 0.00% | −4,739−62.5% | Reduced |
| DekaBank Deutsche Girozentrale | 2,861 | $376.0K | 0.00% | −178−5.9% | Reduced |
| LPL Financial LLC | 2,909 | $379.2K | 0.00% | −347−10.7% | Reduced |
| Securian Asset Management, Inc | 2,968 | $386.8K | 0.01% | −248−7.7% | Reduced |
| Cornerstone Investment Partners, LLC | 3,101 | $404.2K | 0.03% | +11+0.4% | Added |
| Wade G W & Inc | 3,225 | $420.0K | 0.02% | +4+0.1% | Added |
| AIA Group Ltd | 3,225 | $420.3K | 0.02% | −2,292−41.5% | Reduced |
| Fox Run Management, L.L.C. | 3,234 | $421.5K | 0.12% | +3,234 | New |
| Echo Street Capital Management LLC | 3,237 | $421.9K | 0.00% | −645−16.6% | Reduced |
| Natixis | 3,400 | $443.2K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,480 | $453.6K | 0.11% | 00.0% | Unchanged |
| RBF Capital, LLC | 3,600 | $469.2K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,626 | $471.0K | 0.00% | +1,160+47.0% | Added |
| Advisor Group Holdings, Inc. | 3,625 | $472.5K | 0.00% | +2,632+265.1% | Added |
| Welch & Forbes LLC | 3,650 | $475.7K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,671 | $478.5K | 0.18% | +80+2.2% | Added |
| Radnor Capital Management, LLC | 3,720 | $485.0K | 0.10% | +3,720 | New |
| Impax Asset Management Group plc | 3,790 | $494.0K | 0.00% | −70−1.8% | Reduced |
| New York Life Investment Management LLC | 3,797 | $494.9K | 0.01% | +2,021+113.8% | Added |
| Hillsdale Investment Management Inc. | 3,800 | $495.3K | 0.05% | +700+22.6% | Added |
| Public Employees Retirement Association of Colorado | 3,819 | $498.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 3,824 | $498.4K | 0.18% | +3,824 | New |
| Burns Matteson Capital Management, LLC | 3,950 | $514.8K | 0.33% | +3,950 | New |
| Mercer Global Advisors Inc | 3,969 | $517.0K | 0.00% | +1,104+38.5% | Added |
| KB Financial Partners, LLC | 3,976 | $518.0K | 0.15% | +52+1.3% | Added |
| RMB Capital Management, LLC | 4,000 | $521.4K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 4,025 | $525.0K | 0.23% | −420−9.4% | Reduced |
| Wilkinson Global Asset Management LLC | 4,103 | $534.8K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,103 | $534.8K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,137 | $539.2K | 0.00% | +2,458+146.4% | Added |
| Pacer Advisors, Inc. | 4,154 | $541.4K | 0.00% | −2,146−34.1% | Reduced |
| Resources Investment Advisors, LLC. | 4,174 | $544.0K | 0.01% | +48+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 4,287 | $558.8K | 0.01% | +338+8.6% | Added |
| Intech Investment Management LLC | 4,297 | $560.1K | 0.01% | +4,297 | New |
| Edgestream Partners, L.P. | 4,428 | $577.1K | 0.05% | +4,428 | New |
| Xponance, Inc. | 4,497 | $586.1K | 0.01% | +64+1.4% | Added |
| SkyView Investment Advisors, LLC | 4,509 | $588.0K | 0.24% | +208+4.8% | Added |
| Pictet Asset Management Holding SA | 4,533 | $590.8K | 0.00% | +4,533 | New |
| Lazard Asset Management LLC | 4,689 | $610.0K | 0.00% | −171,948−97.3% | Reduced |
| CI Private Wealth, LLC | 4,804 | $626.2K | 0.00% | −1,791−27.2% | Reduced |
| Twinbeech Capital LP | 4,869 | $634.6K | 0.01% | +4,869 | New |
| Dark Forest Capital Management LP | 5,118 | $667.1K | 0.06% | −3,578−41.1% | Reduced |
| True Wealth Design, LLC | 5,134 | $669.2K | 0.22% | +177+3.6% | Added |
| Cresset Asset Management, LLC | 5,230 | $681.7K | 0.00% | −30−0.6% | Reduced |
| Brown Brothers Harriman & Co | 5,300 | $690.8K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,412 | $705.4K | 0.07% | +2,274+72.5% | Added |
| Alberta Investment Management Corp | 5,500 | $716.9K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,614 | $731.7K | 0.09% | +2,740+95.3% | Added |
| Two Sigma Advisers, LP | 5,800 | $756.0K | 0.00% | −7,600−56.7% | Reduced |
| Duality Advisers, LP | 5,862 | $764.1K | 0.09% | −6,955−54.3% | Reduced |
| Wedge Capital Management L L P | 6,001 | $782.2K | 0.02% | −7,674−56.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,005 | $782.7K | 0.02% | +2,862+91.1% | Added |
| Citadel Investment Advisory, Inc. | 6,039 | $787.0K | 0.52% | +6,039 | New |
| Utah Retirement Systems | 6,080 | $792.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 6,274 | $817.8K | 0.00% | +777+14.1% | Added |
| Mackenzie Financial Corp | 6,510 | $827.2K | 0.00% | +1,003+18.2% | Added |
| Cornercap Investment Counsel Inc | 6,396 | $833.7K | 0.15% | −54−0.8% | Reduced |
| Federated Hermes, Inc. | 6,690 | $872.0K | 0.00% | −783−10.5% | Reduced |
| Janney Montgomery Scott LLC | 6,748 | $880.0K | 0.00% | +3,661+118.6% | Added |
| XTX Topco Ltd | 6,777 | $883.3K | 0.15% | +2,584+61.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,840 | $891.5K | 0.00% | +816+13.5% | Added |
| Regions Financial Corp | 7,022 | $915.2K | 0.01% | +10.0% | Added |
| Handelsbanken Fonder AB | 7,100 | $925.0K | 0.01% | −1,400−16.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,097 | $925.0K | 0.01% | −10,354−59.3% | Reduced |
| Captrust Financial Advisors | 7,290 | $950.2K | 0.00% | +163+2.3% | Added |
| Holocene Advisors, LP | 7,639 | $995.7K | 0.00% | +7,639 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,672 | $1.00M | 0.01% | +7,672 | New |
| New Mexico Educational Retirement Board | 7,700 | $1.00M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,719 | $1.01M | 0.00% | +132+1.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,773 | $1.01M | 0.03% | −251−3.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,813 | $1.02M | 0.01% | −4,920−38.6% | Reduced |
| Commerce Bank | 7,833 | $1.02M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,860 | $1.02M | 0.04% | −1,156−12.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,946 | $1.04M | 0.00% | +7,946 | New |
| Nisa Investment Advisors, LLC | 7,974 | $1.04M | 0.01% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 8,100 | $1.06M | 1.31% | +8,100 | New |
| Sepio Capital, LP | 8,408 | $1.10M | 0.09% | 00.0% | Unchanged |
| State of Michigan Retirement System | 8,419 | $1.10M | 0.01% | −500−5.6% | Reduced |
| Raymond James Trust N.A. | 8,469 | $1.10M | 0.03% | +359+4.4% | Added |