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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 8,603 | $1.12M | 0.00% | +8,603 | New |
| Thrivent Financial for Lutherans | 8,776 | $1.14M | 0.00% | −542−5.8% | Reduced |
| SG Americas Securities, LLC | 8,854 | $1.15M | 0.02% | −3,503−28.3% | Reduced |
| Aquatic Capital Management LLC | 8,900 | $1.16M | 0.05% | +8,800+8,800.0% | Added |
| Ontario Teachers Pension Plan Board | 9,158 | $1.19M | 0.01% | +275+3.1% | Added |
| Illinois Municipal Retirement Fund | 9,423 | $1.23M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,469 | $1.23M | 0.00% | +5,882+164.0% | Added |
| JustInvest LLC | 9,478 | $1.24M | 0.04% | +158+1.7% | Added |
| ExodusPoint Capital Management, LP | 9,796 | $1.28M | 0.02% | −5,250−34.9% | Reduced |
| Oregon Public Employees Retirement Fund | 9,843 | $1.28M | 0.02% | −550−5.3% | Reduced |
| Louisiana State Employees Retirement System | 9,900 | $1.29M | 0.03% | −600−5.7% | Reduced |
| Ensign Peak Advisors, Inc | 9,960 | $1.30M | 0.00% | −12,445−55.5% | Reduced |
| Hi-Line Capital Management, LLC | 10,048 | $1.31M | 0.48% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,236 | $1.33M | 0.00% | +886+9.5% | Added |
| Arizona State Retirement System | 10,279 | $1.34M | 0.01% | +139+1.4% | Added |
| River & Mercantile Asset Management LLP | 10,658 | $1.39M | 0.33% | −4,902−31.5% | Reduced |
| Citigroup Inc | 10,662 | $1.39M | 0.00% | −2,698−20.2% | Reduced |
| STRS Ohio | 10,842 | $1.41M | 0.01% | +27+0.2% | Added |
| Walleye Capital LLC | 10,897 | $1.42M | 0.02% | −15,178−58.2% | Reduced |
| Royal Bank of Canada | 11,191 | $1.46M | 0.00% | −11,420−50.5% | Reduced |
| Natixis Advisors, L.P. | 11,307 | $1.47M | 0.00% | −775−6.4% | Reduced |
| CenterBook Partners LP | 11,477 | $1.50M | 0.19% | +5,553+93.7% | Added |
| Pathstone Family Office, LLC | 11,665 | $1.52M | 0.01% | +1,320+12.8% | Added |
| Hancock Whitney Corp | 11,950 | $1.56M | 0.06% | −101,880−89.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,702 | $1.66M | 0.02% | +5,951+88.1% | Added |
| Blair William & Co | 13,180 | $1.72M | 0.01% | −71−0.5% | Reduced |
| Seascape Capital Management | 13,306 | $1.73M | 0.82% | +231+1.8% | Added |
| Genus Capital Management Inc. | 13,400 | $1.75M | 0.27% | +13,400 | New |
| American Century Companies Inc | 14,406 | $1.88M | 0.00% | −76,256−84.1% | Reduced |
| Long Road Investment Counsel, LLC | 14,785 | $1.93M | 0.93% | 00.0% | Unchanged |
| Schroder Investment Management Group | 15,234 | $1.99M | 0.00% | −105,741−87.4% | Reduced |
| Amplius Wealth Advisors, LLC | 15,236 | $1.99M | 0.27% | −20.0% | Reduced |
| Renaissance Technologies LLC | 15,300 | $1.99M | 0.00% | −5,600−26.8% | Reduced |
| Comerica Bank | 15,436 | $2.01M | 0.01% | −449,895−96.7% | Reduced |
| Alaska Permanent Fund Corp | 15,700 | $2.05M | 0.04% | 00.0% | Unchanged |
| Bank of Montreal | 15,140 | $2.05M | 0.00% | +3,505+30.1% | Added |
| Stifel Financial Corp | 15,787 | $2.06M | 0.00% | −531−3.3% | Reduced |
| Yousif Capital Management, LLC | 16,974 | $2.21M | 0.03% | −1,450−7.9% | Reduced |
| Henshaw Capital LLC | 16,989 | $2.21M | 0.13% | +20.0% | Added |
| Janus Henderson Group PLC | 17,601 | $2.29M | 0.00% | −40.0% | Reduced |
| Wellington Management Group LLP | 17,737 | $2.31M | 0.00% | −762−4.1% | Reduced |
| Verdence Capital Advisors LLC | 17,972 | $2.34M | 0.25% | +632+3.6% | Added |
| Poehling Capital Management, LLC | 18,132 | $2.36M | 0.83% | +253+1.4% | Added |
| State of Alaska, Department of Revenue | 19,175 | $2.50M | 0.03% | +11,801+160.0% | Added |
| Carnegie Capital Asset Management, LLC | 19,298 | $2.52M | 0.10% | −2,746−12.5% | Reduced |
| Virginia Retirement Systems Et Al | 19,500 | $2.54M | 0.03% | +3,600+22.6% | Added |
| First Republic Investment Management, Inc. | 19,507 | $2.54M | 0.01% | +19,507 | New |
| State of New Jersey Common Pension Fund D | 19,802 | $2.58M | 0.01% | +2,119+12.0% | Added |
| MetLife Investment Management | 20,097 | $2.62M | 0.02% | −1,530−7.1% | Reduced |
| HSBC Holdings PLC | 20,366 | $2.68M | 0.00% | −7,761−27.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $2.83M | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 22,094 | $2.88M | 0.02% | −1,088−4.7% | Reduced |
| Gillson Capital LP | 22,510 | $2.93M | 0.22% | −97,217−81.2% | Reduced |
| Mutual of America Capital Management LLC | 22,831 | $2.98M | 0.04% | −3,477−13.2% | Reduced |
| State of Tennessee, Treasury Department | 23,675 | $3.09M | 0.01% | +1,806+8.3% | Added |
| Oppenheimer Asset Management Inc. | 23,771 | $3.10M | 0.05% | −723−3.0% | Reduced |
| Public Employees Retirement System of Ohio | 23,859 | $3.11M | 0.01% | −1,636−6.4% | Reduced |
| Squarepoint Ops LLC | 23,907 | $3.12M | 0.02% | +17,243+258.7% | Added |
| Putnam Investments LLC | 24,447 | $3.19M | 0.00% | +5,502+29.0% | Added |
| Barclays PLC | 24,674 | $3.22M | 0.00% | −4,403−15.1% | Reduced |
| Amalgamated Bank | 25,219 | $3.29M | 0.03% | +1,594+6.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,000 | $3.39M | 0.02% | −6,269−19.4% | Reduced |
| Great West Life Assurance Co | 26,436 | $3.44M | 0.01% | +72+0.3% | Added |
| Vident Advisory, LLC | 26,774 | $3.49M | 0.11% | +26,774 | New |
| Allspring Global Investments Holdings, LLC | 27,058 | $3.53M | 0.01% | +21,414+379.4% | Added |
| Amundi | 28,178 | $3.53M | 0.00% | −209−0.7% | Reduced |
| Prudential Financial Inc | 28,670 | $3.74M | 0.01% | +319+1.1% | Added |
| Manufacturers Life Insurance Company, The | 29,064 | $3.79M | 0.00% | +2,185+8.1% | Added |
| Texas Permanent School Fund | 29,765 | $3.88M | 0.04% | −2,022−6.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 31,094 | $4.05M | 0.10% | −9,114−22.7% | Reduced |
| State Board of Administration of Florida Retirement System | 31,687 | $4.13M | 0.01% | −6,230−16.4% | Reduced |
| Jupiter Asset Management Ltd | 32,242 | $4.20M | 0.05% | −10,485−24.5% | Reduced |
| Fred Alger Management, LLC | 32,366 | $4.22M | 0.02% | +16,022+98.0% | Added |
| Maltese Capital Management LLC | 33,300 | $4.34M | 1.65% | +1,300+4.1% | Added |
| Treasurer of the State of North Carolina | 33,573 | $4.38M | 0.02% | +1,686+5.3% | Added |
| Jane Street Group, LLC | 33,649 | $4.39M | 0.01% | −1,213−3.5% | Reduced |
| State of Wisconsin Investment Board | 33,853 | $4.41M | 0.01% | +1,058+3.2% | Added |
| Calamos Advisors LLC | 35,430 | $4.62M | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 35,868 | $4.68M | 0.01% | −314−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 35,872 | $4.68M | 0.04% | +1,750+5.1% | Added |
| New York State Common Retirement Fund | 36,504 | $4.76M | 0.01% | −5,266−12.6% | Reduced |
| Assenagon Asset Management S.A. | 37,597 | $4.90M | 0.02% | +33,307+776.4% | Added |
| Victory Capital Management Inc | 38,141 | $4.97M | 0.01% | −721−1.9% | Reduced |
| Assetmark, Inc | 38,638 | $5.04M | 0.02% | −1,488−3.7% | Reduced |
| Algert Global LLC | 38,695 | $5.04M | 0.24% | +14,728+61.5% | Added |
| California State Teachers Retirement System | 40,214 | $5.24M | 0.01% | −3,855−8.7% | Reduced |
| HRT Financial LP | 40,330 | $5.26M | 0.05% | +23,597+141.0% | Added |
| Storebrand Asset Management AS | 40,505 | $5.28M | 0.03% | −344−0.8% | Reduced |
| SEI Investments Co | 40,548 | $5.28M | 0.01% | −2,460−5.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 42,140 | $5.49M | 0.03% | +23,391+124.8% | Added |
| Truist Financial Corp | 42,325 | $5.52M | 0.01% | −1,650−3.8% | Reduced |
| Envestnet Asset Management Inc | 42,856 | $5.59M | 0.00% | +23,833+125.3% | Added |
| Nordea Investment Management AB | 44,302 | $5.88M | 0.01% | −21,000−32.2% | Reduced |
| Canada Pension Plan Investment Board | 45,200 | $5.89M | 0.01% | +10,400+29.9% | Added |
| Deutsche Bank AG | 46,609 | $6.08M | 0.00% | −33,740−42.0% | Reduced |
| Franklin Resources Inc | 46,898 | $6.11M | 0.00% | −8,756−15.7% | Reduced |
| Ameriprise Financial Inc | 48,336 | $6.30M | 0.00% | −3,962−7.6% | Reduced |
| UBS Group AG | 48,788 | $6.36M | 0.00% | +2,197+4.7% | Added |
| American International Group, Inc. | 49,383 | $6.44M | 0.04% | −5,067−9.3% | Reduced |
| Los Angeles Capital Management LLC | 51,542 | $6.72M | 0.03% | +796+1.6% | Added |