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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ3 2023: 360 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ3 2023: $4.16B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC4,689$610.0K0.00%−171,948−97.3%Reduced
Pictet Asset Management Holding SA4,533$590.8K0.00%+4,533New
SkyView Investment Advisors, LLC4,509$588.0K0.24%+208+4.8%Added
Xponance, Inc.4,497$586.1K0.01%+64+1.4%Added
Edgestream Partners, L.P.4,428$577.1K0.05%+4,428New
Intech Investment Management LLC4,297$560.1K0.01%+4,297New
O'Shaughnessy Asset Management, LLC4,287$558.8K0.01%+338+8.6%Added
Resources Investment Advisors, LLC.4,174$544.0K0.01%+48+1.2%Added
Pacer Advisors, Inc.4,154$541.4K0.00%−2,146−34.1%Reduced
BNP Paribas Arbitrage, SA4,137$539.2K0.00%+2,458+146.4%Added
Wilkinson Global Asset Management LLC4,103$534.8K0.04%00.0%Unchanged
Robertson Stephens Wealth Management, LLC4,103$534.8K0.04%00.0%Unchanged
Kendall Capital Management4,025$525.0K0.23%−420−9.4%Reduced
RMB Capital Management, LLC4,000$521.4K0.02%00.0%Unchanged
KB Financial Partners, LLC3,976$518.0K0.15%+52+1.3%Added
Mercer Global Advisors Inc3,969$517.0K0.00%+1,104+38.5%Added
Burns Matteson Capital Management, LLC3,950$514.8K0.33%+3,950New
Axq Capital, LP3,824$498.4K0.18%+3,824New
Public Employees Retirement Association of Colorado3,819$498.0K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.3,800$495.3K0.05%+700+22.6%Added
New York Life Investment Management LLC3,797$494.9K0.01%+2,021+113.8%Added
Impax Asset Management Group plc3,790$494.0K0.00%−70−1.8%Reduced
Radnor Capital Management, LLC3,720$485.0K0.10%+3,720New
Legacy Wealth Asset Management, LLC3,671$478.5K0.18%+80+2.2%Added
Welch & Forbes LLC3,650$475.7K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.3,625$472.5K0.00%+2,632+265.1%Added
HighTower Advisors, LLC3,626$471.0K0.00%+1,160+47.0%Added
RBF Capital, LLC3,600$469.2K0.03%00.0%Unchanged
Ironwood Investment Counsel, LLC3,480$453.6K0.11%00.0%Unchanged
Natixis3,400$443.2K0.00%00.0%Unchanged
Echo Street Capital Management LLC3,237$421.9K0.00%−645−16.6%Reduced
Fox Run Management, L.L.C.3,234$421.5K0.12%+3,234New
AIA Group Ltd3,225$420.3K0.02%−2,292−41.5%Reduced
Wade G W & Inc3,225$420.0K0.02%+4+0.1%Added
Cornerstone Investment Partners, LLC3,101$404.2K0.03%+11+0.4%Added
Securian Asset Management, Inc2,968$386.8K0.01%−248−7.7%Reduced
LPL Financial LLC2,909$379.2K0.00%−347−10.7%Reduced
DekaBank Deutsche Girozentrale2,861$376.0K0.00%−178−5.9%Reduced
Asset Management One Co.,Ltd.2,846$370.9K0.00%−4,739−62.5%Reduced
US Bancorp2,826$368.3K0.00%−165−5.5%Reduced
Guinness Asset Management LTD2,733$356.2K0.01%−308−10.1%Reduced
Relative Value Partners Group, LLC2,725$355.2K0.02%+185+7.3%Added
Maryland State Retirement & Pension System2,720$354.5K0.01%00.0%Unchanged
CWM, LLC2,613$341.0K0.00%+180+7.4%Added
Vestcor Inc2,611$340.0K0.01%+2,611New
Mariner, LLC2,557$333.2K0.00%−110−4.1%Reduced
Crossmark Global Holdings, Inc.2,547$333.0K0.01%−171−6.3%Reduced
Capstone Investment Advisors, LLC2,540$331.1K0.01%+2,540New
Toroso Investments, LLC2,516$327.9K0.01%−918−26.7%Reduced
Harbor Advisors LLC2,500$325.9K0.07%00.0%Unchanged
South Dakota Investment Council2,488$324.0K0.01%−577−18.8%Reduced
Cetera Advisor Networks LLC2,459$320.5K0.00%+816+49.7%Added
Verition Fund Management LLC2,430$316.7K0.00%+641+35.8%Added
Virtu Financial LLC2,423$316.0K0.03%+2,423New
Creative Planning2,412$314.4K0.00%+33+1.4%Added
Guggenheim Capital LLC2,357$307.2K0.00%+312+15.3%Added
Procyon Private Wealth Partners, LLC2,356$307.1K0.03%+5+0.2%Added
Cubic Asset Management, LLC2,329$303.6K0.08%−45−1.9%Reduced
Coldstream Capital Management Inc2,254$293.8K0.01%−57−2.5%Reduced
Quantinno Capital Management LP2,211$288.0K0.01%+858+63.4%Added
Cerity Partners LLC2,166$282.3K0.00%−5,760−72.7%Reduced
Argent Trust Co2,113$275.4K0.02%−563−21.0%Reduced
M&T Bank Corp2,110$275.0K0.00%+140+7.1%Added
Bank of New Hampshire2,108$274.8K0.08%−83−3.8%Reduced
Cubist Systematic Strategies, LLC1,929$251.4K0.00%−12,430−86.6%Reduced
Kapitalo Investimentos Ltda1,924$250.8K0.03%+1,761+1,080.4%Added
Cadent Capital Advisors, LLC1,913$249.3K0.12%00.0%Unchanged
Walleye Trading LLC1,902$247.9K0.01%−1,062−35.8%Reduced
ProShare Advisors LLC1,893$246.7K0.00%−215−10.2%Reduced
Occudo Quantitative Strategies LP1,859$242.3K0.03%+1,859New
Inceptionr LLC1,854$241.7K0.14%+1,854New
Advisory Services Network, LLC1,834$239.0K0.01%+2+0.1%Added
Nicolet Bankshares Inc1,798$234.4K0.07%+30+1.7%Added
Nilsine Partners, LLC1,793$233.7K0.04%+133+8.0%Added
Private Advisor Group, LLC1,791$233.4K0.00%−10−0.6%Reduced
Winton Group Ltd1,755$228.7K0.02%−2,608−59.8%Reduced
Shelton Capital Management1,728$225.2K0.01%00.0%Unchanged
Greenleaf Trust1,707$222.5K0.00%−19−1.1%Reduced
Allegheny Financial Group LTD1,698$221.3K0.08%+1,698New
Engineers Gate Manager LP1,642$214.0K0.01%−4,813−74.6%Reduced
Gotham Asset Management, LLC1,638$213.5K0.00%−3,344−67.1%Reduced
Prelude Capital Management, LLC1,605$209.2K0.02%−873−35.2%Reduced
Forte Capital LLC1,571$204.8K0.03%00.0%Unchanged
Shell Asset Management Co1,371$179.0K0.01%−21−1.5%Reduced
Quent Capital, LLC1,285$167.5K0.03%+225+21.2%Added
Bessemer Group Inc1,028$134.0K0.00%−63−5.8%Reduced
EMC Capital Management937$122.0K0.09%−5,355−85.1%Reduced
Column Capital Advisors, LLC722$94.1K0.01%−29−3.9%Reduced
State of Wyoming667$86.9K0.02%−1,069−61.6%Reduced
GWM Advisors LLC635$82.8K0.00%−2,336−78.6%Reduced
Ronald Blue Trust, Inc.527$79.0K0.00%+269+104.3%Added
Northwestern Mutual Wealth Management Co594$77.4K0.00%−79−11.7%Reduced
KBC Group NV551$72.0K0.00%+551New
National Bank of Canada464$60.6K0.00%+62+15.4%Added
Covestor Ltd446$58.0K0.04%−40−8.2%Reduced
Smithfield Trust Co435$58.0K0.00%00.0%Unchanged
Signaturefd, LLC443$57.7K0.00%−285−39.1%Reduced
EverSource Wealth Advisors, LLC442$57.6K0.01%+16+3.8%Added
Quadrant Capital Group LLC406$52.9K0.01%−106−20.7%Reduced
Acadian Asset Management LLC406$52.0K0.00%−40,344−99.0%Reduced