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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 367 | $47.8K | 0.00% | −234−38.9% | Reduced |
| Quantbot Technologies LP | 348 | $45.4K | 0.00% | −2,088−85.7% | Reduced |
| Truvestments Capital LLC | 330 | $43.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 326 | $42.5K | 0.00% | +1+0.3% | Added |
| IFP Advisors, Inc | 322 | $41.9K | 0.00% | −5−1.5% | Reduced |
| Parallel Advisors, LLC | 276 | $36.0K | 0.00% | −1,509−84.5% | Reduced |
| Fifth Third Bancorp | 272 | $35.5K | 0.00% | +69+34.0% | Added |
| Nomura Asset Management Co Ltd | 220 | $28.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 216 | $28.2K | 0.00% | −58−21.2% | Reduced |
| Quarry LP | 169 | $22.0K | 0.01% | −5−2.9% | Reduced |
| Farther Finance Advisors, LLC | 158 | $20.7K | 0.00% | +45+39.8% | Added |
| Ci Investments Inc. | 150 | $20.0K | 0.00% | +5+3.4% | Added |
| Investors Research Corp | 150 | $19.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 101 | $13.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 101 | $13.2K | 0.00% | +45+80.4% | Added |
| Lindbrook Capital, LLC | 90 | $11.7K | 0.00% | +6+7.1% | Added |
| Bokf, NA | 94 | $11.5K | 0.00% | −96−50.5% | Reduced |
| Bell Investment Advisors, Inc | 85 | $11.1K | 0.00% | +36+73.5% | Added |
| Loomis Sayles & Co L P | 75 | $10.0K | 0.00% | +39+108.3% | Added |
| Plante Moran Financial Advisors, LLC | 73 | $9.52K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $6.91K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 44 | $5.74K | 0.00% | +44 | New |
| Massmutual Trust Co FSB | 42 | $5.47K | 0.00% | −33−44.0% | Reduced |
| Private Trust Co NA | 40 | $5.21K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 40 | $5.21K | 0.00% | +10+33.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $4.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $4.04K | 0.00% | −13−29.5% | Reduced |
| Allworth Financial LP | 28 | $3.65K | 0.00% | +6+27.3% | Added |
| Key Financial Inc | 27 | $3.52K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $3.26K | 0.00% | +25 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $3.26K | 0.00% | +25 | New |
| Asset Dedication, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 30 | $3.00K | 0.00% | +30 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $2.87K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $2.48K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $2.35K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $2.35K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 16 | $2.09K | 0.00% | +3+23.1% | Added |
| Farmers & Merchants Investments Inc | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13 | $2.00K | 0.00% | −28−68.3% | Reduced |
| JJJ Advisors Inc. | 15 | $1.96K | 0.00% | +4+36.4% | Added |
| Glassman Wealth Services | 14 | $1.82K | 0.00% | 00.0% | Unchanged |
| Motco | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 11 | $1.43K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $892 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $782 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $690 | 0.00% | +5 | New |
| Baker Avenue Asset Management, LP | 5 | $652 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $522 | 0.00% | +2+100.0% | Added |
| Bogart Wealth, LLC | 4 | $521 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $403 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $392 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 0 | $30 | 0.00% | −312−100.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2 | $0 | 0.00% | −427−99.5% | Reduced |
| Avion Wealth | 4 | $0 | 0.00% | −7−63.6% | Reduced |
| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | +3 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −246,664−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −20,950−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −17,330−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −15,036−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −10,930−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −9,893−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,713−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −8,337−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −5,562−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,079−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −4,174−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,811−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −3,253−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| Trail Ridge Investment Advisors, LLC | 0 | $0 | 0.00% | −2,969−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −1,748−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,377−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −596−100.0% | Sold out |