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, Q4 2023
Institutional positions in Affiliated Managers Group, Inc. as of Dec 31, 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
- 386
- +32 vs. Q3 2023
- Shares held
- 31.5M
- −232.9K (−0.7%) vs. Q3 2023
- Total value
- $4.77B
- +$622.7M (+15.0%) vs. Q3 2023
- New holders
- 67
- 132 more added
- Sold out
- 35
- 127 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,668,046 | $555.4M | 0.01% | −134,592−3.5% | Reduced |
| BlackRock Inc. | 3,309,397 | $501.1M | 0.01% | −54,974−1.6% | Reduced |
| Morgan Stanley | 2,586,843 | $391.7M | 0.03% | +112,266+4.5% | Added |
| Clarkston Capital Partners, LLC | 2,228,982 | $337.5M | 6.26% | −21,552−1.0% | Reduced |
| FMR LLC | 1,670,443 | $252.9M | 0.02% | +88,098+5.6% | Added |
| Ariel Investments, LLC | 1,242,696 | $188.2M | 1.87% | +54,550+4.6% | Added |
| State Street Corp | 1,034,560 | $156.7M | 0.01% | −226,748−18.0% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 882,375 | $133.6M | 5.14% | −25,664−2.8% | Reduced |
| Kiltearn Partners LLP | 803,814 | $121.7M | 9.37% | −41,700−4.9% | Reduced |
| Dimensional Fund Advisors LP | 771,104 | $116.8M | 0.03% | +6,265+0.8% | Added |
| Lyrical Asset Management LP | 679,015 | $102.8M | 1.68% | −5,937−0.9% | Reduced |
| Geode Capital Management, LLC | 595,085 | $90.1M | 0.01% | +2540.0% | Added |
| Allianz Asset Management GmbH | 511,958 | $77.5M | 0.14% | +92,913+22.2% | Added |
| Channing Capital Management, LLC | 474,542 | $71.9M | 2.12% | +414,389+688.9% | Added |
| Norges Bank | 437,347 | $66.2M | 0.01% | +55,351+14.5% | Added |
| LGT Capital Partners Ltd. | 393,330 | $59.6M | 1.78% | +86,670+28.3% | Added |
| Bank of New York Mellon Corp | 389,228 | $58.9M | 0.01% | +9,673+2.5% | Added |
| Citadel Advisors LLC | 361,835 | $54.8M | 0.06% | +79,999+28.4% | Added |
| Charles Schwab Investment Management Inc | 350,384 | $53.1M | 0.01% | +3,357+1.0% | Added |
| Spyglass Capital Management LLC | 342,140 | $51.8M | 3.73% | −25,511−6.9% | Reduced |
| Marshall Wace, LLP | 338,649 | $51.3M | 0.10% | +338,649 | New |
| Invesco Ltd. | 322,050 | $48.8M | 0.01% | +58,386+22.1% | Added |
| Bruni J V & Co | 312,268 | $47.3M | 5.87% | −2,007−0.6% | Reduced |
| Millennium Management LLC | 305,745 | $46.3M | 0.04% | −130,439−29.9% | Reduced |
| D. E. Shaw & Co., Inc. | 301,243 | $45.6M | 0.07% | +95,291+46.3% | Added |
| Northern Trust Corp | 298,640 | $45.2M | 0.01% | −9,712−3.1% | Reduced |
| Raymond James & Associates | 238,885 | $36.2M | 0.03% | −10,391−4.2% | Reduced |
| LSV Asset Management | 215,050 | $32.6M | 0.07% | +21,074+10.9% | Added |
| JPMorgan Chase & Co | 178,830 | $27.1M | 0.00% | +21,496+13.7% | Added |
| Bank of America Corp | 161,463 | $24.4M | 0.00% | +7,694+5.0% | Added |
| New York State Common Retirement Fund | 161,375 | $24.4M | 0.03% | +124,871+342.1% | Added |
| Assenagon Asset Management S.A. | 148,243 | $22.4M | 0.07% | +110,646+294.3% | Added |
| Goldman Sachs Group Inc | 138,425 | $21.0M | 0.00% | −28,847−17.2% | Reduced |
| Qube Research & Technologies Ltd | 134,897 | $20.4M | 0.05% | +55,465+69.8% | Added |
| First Trust Advisors LP | 132,954 | $20.1M | 0.02% | +39,495+42.3% | Added |
| Jacobs Levy Equity Management, Inc | 130,291 | $19.7M | 0.10% | +122,478+1,567.6% | Added |
| Bridgewater Associates, LP | 127,360 | $19.3M | 0.11% | +25,365+24.9% | Added |
| Principal Financial Group Inc | 124,194 | $18.8M | 0.01% | −5,140−4.0% | Reduced |
| Reinhart Partners, Inc. | 112,310 | $17.0M | 0.75% | −22,649−16.8% | Reduced |
| Macquarie Group Ltd | 109,816 | $16.6M | 0.02% | +500.0% | Added |
| Rhumbline Advisers | 107,429 | $16.3M | 0.02% | −3,467−3.1% | Reduced |
| Renaissance Technologies LLC | 105,000 | $15.9M | 0.02% | +89,700+586.3% | Added |
| Retirement Systems of Alabama | 104,828 | $15.9M | 0.07% | +11,168+11.9% | Added |
| Nuveen Asset Management, LLC | 98,435 | $14.9M | 0.00% | +261+0.3% | Added |
| North Star Asset Management Inc | 97,474 | $14.8M | 0.76% | +220+0.2% | Added |
| UBS Asset Management Americas Inc | 84,632 | $12.8M | 0.01% | −355−0.4% | Reduced |
| Man Group plc | 84,212 | $12.8M | 0.04% | – | – |
| Cubist Systematic Strategies, LLC | 79,700 | $12.1M | 0.15% | +77,771+4,031.7% | Added |
| Russell Investments Group, Ltd. | 77,490 | $11.7M | 0.02% | +24,279+45.6% | Added |
| Prana Capital Management, LP | 76,806 | $11.6M | 0.68% | −100,742−56.7% | Reduced |
| California Public Employees Retirement System | 76,157 | $11.5M | 0.01% | −3,157−4.0% | Reduced |
| Wallace Capital Management Inc. | 71,558 | $10.8M | 1.61% | −1,821−2.5% | Reduced |
| Wells Fargo & Company | 70,847 | $10.7M | 0.00% | +6,146+9.5% | Added |
| Swiss National Bank | 69,100 | $10.5M | 0.01% | −10,300−13.0% | Reduced |
| Price T Rowe Associates Inc | 67,729 | $10.3M | 0.00% | +9,575+16.5% | Added |
| Polar Capital Holdings Plc | 66,981 | $10.1M | 0.07% | −20,703−23.6% | Reduced |
| Fisher Asset Management, LLC | 62,920 | $9.53M | 0.01% | −5,204−7.6% | Reduced |
| Cambria Investment Management, L.P. | 62,909 | $9.53M | 0.66% | +8,320+15.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 62,838 | $9.52M | 0.24% | +31,744+102.1% | Added |
| Credit Suisse AG | 61,685 | $9.34M | 0.01% | +2,502+4.2% | Added |
| Parkwood LLC | 58,765 | $8.90M | 1.43% | −3,950−6.3% | Reduced |
| Alliancebernstein L.P. | 57,101 | $8.65M | 0.00% | +359+0.6% | Added |
| Canada Pension Plan Investment Board | 55,500 | $8.40M | 0.01% | +10,300+22.8% | Added |
| Penn Capital Management Co Inc | 54,068 | $8.22M | 0.75% | +54,068 | New |
| New York State Teachers Retirement System | 52,201 | $7.90M | 0.02% | −919−1.7% | Reduced |
| Legal & General Group Plc | 51,921 | $7.86M | 0.00% | −2,040−3.8% | Reduced |
| Los Angeles Capital Management LLC | 51,119 | $7.74M | 0.03% | −423−0.8% | Reduced |
| Algert Global LLC | 48,928 | $7.41M | 0.30% | +10,233+26.4% | Added |
| Ameriprise Financial Inc | 47,833 | $7.24M | 0.00% | −503−1.0% | Reduced |
| Brandywine Global Investment Management, LLC | 47,622 | $7.21M | 0.06% | +11,750+32.8% | Added |
| UBS Group AG | 47,180 | $7.14M | 0.00% | −1,608−3.3% | Reduced |
| Franklin Resources Inc | 46,833 | $7.09M | 0.00% | −65−0.1% | Reduced |
| American International Group, Inc. | 45,675 | $6.92M | 0.03% | −3,708−7.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 44,250 | $6.70M | 0.06% | −30,987−41.2% | Reduced |
| Deutsche Bank AG | 44,236 | $6.70M | 0.00% | −2,373−5.1% | Reduced |
| Nordea Investment Management AB | 43,404 | $6.61M | 0.01% | −898−2.0% | Reduced |
| Assetmark, Inc | 42,722 | $6.47M | 0.02% | +4,084+10.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 42,376 | $6.42M | 0.03% | +236+0.6% | Added |
| Envestnet Asset Management Inc | 41,987 | $6.36M | 0.00% | −869−2.0% | Reduced |
| Storebrand Asset Management AS | 40,408 | $6.12M | 0.02% | −97−0.2% | Reduced |
| AXA S.A. | 40,036 | $6.06M | 0.02% | +40,036 | New |
| Victory Capital Management Inc | 38,844 | $5.88M | 0.01% | +703+1.8% | Added |
| Jane Street Group, LLC | 38,792 | $5.87M | 0.01% | +5,143+15.3% | Added |
| Truist Financial Corp | 38,000 | $5.75M | 0.01% | −4,325−10.2% | Reduced |
| California State Teachers Retirement System | 37,388 | $5.66M | 0.01% | −2,826−7.0% | Reduced |
| Barclays PLC | 36,294 | $5.50M | 0.00% | +11,620+47.1% | Added |
| Calamos Advisors LLC | 35,430 | $5.36M | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 34,217 | $5.18M | 0.01% | −6,331−15.6% | Reduced |
| State of Wisconsin Investment Board | 33,817 | $5.12M | 0.01% | −36−0.1% | Reduced |
| Treasurer of the State of North Carolina | 33,343 | $5.05M | 0.02% | −230−0.7% | Reduced |
| HRT Financial LP | 32,956 | $4.99M | 0.04% | −7,374−18.3% | Reduced |
| American Century Companies Inc | 32,665 | $4.95M | 0.00% | +18,259+126.7% | Added |
| Campbell & CO Investment Adviser LLC | 32,243 | $4.88M | 0.44% | +26,629+474.3% | Added |
| HSBC Holdings PLC | 31,831 | $4.85M | 0.00% | +11,465+56.3% | Added |
| State Board of Administration of Florida Retirement System | 31,868 | $4.83M | 0.01% | +181+0.6% | Added |
| Voya Investment Management LLC | 31,487 | $4.77M | 0.00% | −4,381−12.2% | Reduced |
| Texas Permanent School Fund | 29,206 | $4.42M | 0.04% | −559−1.9% | Reduced |
| Prudential Financial Inc | 28,966 | $4.39M | 0.01% | +296+1.0% | Added |
| Vident Advisory, LLC | 27,430 | $4.15M | 0.10% | +656+2.5% | Added |
| Manufacturers Life Insurance Company, The | 27,201 | $4.12M | 0.00% | −1,863−6.4% | Reduced |