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 |
|---|---|---|---|---|---|
| Barclays PLC | 24,674 | $3.22M | 0.00% | −4,403−15.1% | Reduced |
| Putnam Investments LLC | 24,447 | $3.19M | 0.00% | +5,502+29.0% | Added |
| Squarepoint Ops LLC | 23,907 | $3.12M | 0.02% | +17,243+258.7% | Added |
| Public Employees Retirement System of Ohio | 23,859 | $3.11M | 0.01% | −1,636−6.4% | Reduced |
| Oppenheimer Asset Management Inc. | 23,771 | $3.10M | 0.05% | −723−3.0% | Reduced |
| State of Tennessee, Treasury Department | 23,675 | $3.09M | 0.01% | +1,806+8.3% | Added |
| Mutual of America Capital Management LLC | 22,831 | $2.98M | 0.04% | −3,477−13.2% | Reduced |
| Gillson Capital LP | 22,510 | $2.93M | 0.22% | −97,217−81.2% | Reduced |
| Teacher Retirement System of Texas | 22,094 | $2.88M | 0.02% | −1,088−4.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $2.83M | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 20,366 | $2.68M | 0.00% | −7,761−27.6% | Reduced |
| MetLife Investment Management | 20,097 | $2.62M | 0.02% | −1,530−7.1% | Reduced |
| State of New Jersey Common Pension Fund D | 19,802 | $2.58M | 0.01% | +2,119+12.0% | Added |
| First Republic Investment Management, Inc. | 19,507 | $2.54M | 0.01% | +19,507 | New |
| Virginia Retirement Systems Et Al | 19,500 | $2.54M | 0.03% | +3,600+22.6% | Added |
| Carnegie Capital Asset Management, LLC | 19,298 | $2.52M | 0.10% | −2,746−12.5% | Reduced |
| State of Alaska, Department of Revenue | 19,175 | $2.50M | 0.03% | +11,801+160.0% | Added |
| Poehling Capital Management, LLC | 18,132 | $2.36M | 0.83% | +253+1.4% | Added |
| Verdence Capital Advisors LLC | 17,972 | $2.34M | 0.25% | +632+3.6% | Added |
| Wellington Management Group LLP | 17,737 | $2.31M | 0.00% | −762−4.1% | Reduced |
| Janus Henderson Group PLC | 17,601 | $2.29M | 0.00% | −40.0% | Reduced |
| Henshaw Capital LLC | 16,989 | $2.21M | 0.13% | +20.0% | Added |
| Yousif Capital Management, LLC | 16,974 | $2.21M | 0.03% | −1,450−7.9% | Reduced |
| Stifel Financial Corp | 15,787 | $2.06M | 0.00% | −531−3.3% | Reduced |
| Bank of Montreal | 15,140 | $2.05M | 0.00% | +3,505+30.1% | Added |
| Alaska Permanent Fund Corp | 15,700 | $2.05M | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 15,436 | $2.01M | 0.01% | −449,895−96.7% | Reduced |
| Renaissance Technologies LLC | 15,300 | $1.99M | 0.00% | −5,600−26.8% | Reduced |
| Amplius Wealth Advisors, LLC | 15,236 | $1.99M | 0.27% | −20.0% | Reduced |
| Schroder Investment Management Group | 15,234 | $1.99M | 0.00% | −105,741−87.4% | Reduced |
| Long Road Investment Counsel, LLC | 14,785 | $1.93M | 0.93% | 00.0% | Unchanged |
| American Century Companies Inc | 14,406 | $1.88M | 0.00% | −76,256−84.1% | Reduced |
| Genus Capital Management Inc. | 13,400 | $1.75M | 0.27% | +13,400 | New |
| Seascape Capital Management | 13,306 | $1.73M | 0.82% | +231+1.8% | Added |
| Blair William & Co | 13,180 | $1.72M | 0.01% | −71−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,702 | $1.66M | 0.02% | +5,951+88.1% | Added |
| Hancock Whitney Corp | 11,950 | $1.56M | 0.06% | −101,880−89.5% | Reduced |
| Pathstone Family Office, LLC | 11,665 | $1.52M | 0.01% | +1,320+12.8% | Added |
| CenterBook Partners LP | 11,477 | $1.50M | 0.19% | +5,553+93.7% | Added |
| Natixis Advisors, L.P. | 11,307 | $1.47M | 0.00% | −775−6.4% | Reduced |
| Royal Bank of Canada | 11,191 | $1.46M | 0.00% | −11,420−50.5% | Reduced |
| Walleye Capital LLC | 10,897 | $1.42M | 0.02% | −15,178−58.2% | Reduced |
| STRS Ohio | 10,842 | $1.41M | 0.01% | +27+0.2% | Added |
| Citigroup Inc | 10,662 | $1.39M | 0.00% | −2,698−20.2% | Reduced |
| River & Mercantile Asset Management LLP | 10,658 | $1.39M | 0.33% | −4,902−31.5% | Reduced |
| Arizona State Retirement System | 10,279 | $1.34M | 0.01% | +139+1.4% | Added |
| Neuberger Berman Group LLC | 10,236 | $1.33M | 0.00% | +886+9.5% | Added |
| Hi-Line Capital Management, LLC | 10,048 | $1.31M | 0.48% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,960 | $1.30M | 0.00% | −12,445−55.5% | Reduced |
| Louisiana State Employees Retirement System | 9,900 | $1.29M | 0.03% | −600−5.7% | Reduced |
| Oregon Public Employees Retirement Fund | 9,843 | $1.28M | 0.02% | −550−5.3% | Reduced |
| ExodusPoint Capital Management, LP | 9,796 | $1.28M | 0.02% | −5,250−34.9% | Reduced |
| JustInvest LLC | 9,478 | $1.24M | 0.04% | +158+1.7% | Added |
| Susquehanna International Group, LLP | 9,469 | $1.23M | 0.00% | +5,882+164.0% | Added |
| Illinois Municipal Retirement Fund | 9,423 | $1.23M | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 9,158 | $1.19M | 0.01% | +275+3.1% | Added |
| Aquatic Capital Management LLC | 8,900 | $1.16M | 0.05% | +8,800+8,800.0% | Added |
| SG Americas Securities, LLC | 8,854 | $1.15M | 0.02% | −3,503−28.3% | Reduced |
| Thrivent Financial for Lutherans | 8,776 | $1.14M | 0.00% | −542−5.8% | Reduced |
| Toronto Dominion Bank | 8,603 | $1.12M | 0.00% | +8,603 | New |
| Raymond James Trust N.A. | 8,469 | $1.10M | 0.03% | +359+4.4% | Added |
| State of Michigan Retirement System | 8,419 | $1.10M | 0.01% | −500−5.6% | Reduced |
| Sepio Capital, LP | 8,408 | $1.10M | 0.09% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 8,100 | $1.06M | 1.31% | +8,100 | New |
| Nisa Investment Advisors, LLC | 7,974 | $1.04M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,946 | $1.04M | 0.00% | +7,946 | New |
| Ameritas Investment Partners, Inc. | 7,860 | $1.02M | 0.04% | −1,156−12.8% | Reduced |
| Commerce Bank | 7,833 | $1.02M | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 7,813 | $1.02M | 0.01% | −4,920−38.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,773 | $1.01M | 0.03% | −251−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,719 | $1.01M | 0.00% | +132+1.7% | Added |
| New Mexico Educational Retirement Board | 7,700 | $1.00M | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 7,672 | $1.00M | 0.01% | +7,672 | New |
| Holocene Advisors, LP | 7,639 | $995.7K | 0.00% | +7,639 | New |
| Captrust Financial Advisors | 7,290 | $950.2K | 0.00% | +163+2.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,097 | $925.0K | 0.01% | −10,354−59.3% | Reduced |
| Handelsbanken Fonder AB | 7,100 | $925.0K | 0.01% | −1,400−16.5% | Reduced |
| Regions Financial Corp | 7,022 | $915.2K | 0.01% | +10.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,840 | $891.5K | 0.00% | +816+13.5% | Added |
| XTX Topco Ltd | 6,777 | $883.3K | 0.15% | +2,584+61.6% | Added |
| Janney Montgomery Scott LLC | 6,748 | $880.0K | 0.00% | +3,661+118.6% | Added |
| Federated Hermes, Inc. | 6,690 | $872.0K | 0.00% | −783−10.5% | Reduced |
| Cornercap Investment Counsel Inc | 6,396 | $833.7K | 0.15% | −54−0.8% | Reduced |
| Mackenzie Financial Corp | 6,510 | $827.2K | 0.00% | +1,003+18.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,274 | $817.8K | 0.00% | +777+14.1% | Added |
| Utah Retirement Systems | 6,080 | $792.5K | 0.01% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,039 | $787.0K | 0.52% | +6,039 | New |
| Tower Research Capital LLC (TRC) | 6,005 | $782.7K | 0.02% | +2,862+91.1% | Added |
| Wedge Capital Management L L P | 6,001 | $782.2K | 0.02% | −7,674−56.1% | Reduced |
| Duality Advisers, LP | 5,862 | $764.1K | 0.09% | −6,955−54.3% | Reduced |
| Two Sigma Advisers, LP | 5,800 | $756.0K | 0.00% | −7,600−56.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,614 | $731.7K | 0.09% | +2,740+95.3% | Added |
| Alberta Investment Management Corp | 5,500 | $716.9K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,412 | $705.4K | 0.07% | +2,274+72.5% | Added |
| Brown Brothers Harriman & Co | 5,300 | $690.8K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,230 | $681.7K | 0.00% | −30−0.6% | Reduced |
| True Wealth Design, LLC | 5,134 | $669.2K | 0.22% | +177+3.6% | Added |
| Dark Forest Capital Management LP | 5,118 | $667.1K | 0.06% | −3,578−41.1% | Reduced |
| Twinbeech Capital LP | 4,869 | $634.6K | 0.01% | +4,869 | New |
| CI Private Wealth, LLC | 4,804 | $626.2K | 0.00% | −1,791−27.2% | Reduced |