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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

Q4 2023 vs. Q3 2023

How the institutions holding Affiliated Managers Group, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of AMG: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3606386+32
Shares31.8M55.4K31.5M−232.9K (−0.7%)
Value$4.16B$7.22M$4.77B+$622.7M (+15.0%)

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (67)

Institutions that held Affiliated Managers Group, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to AMG in Q4 2023
InstitutionSharesValue% of portfolio
Marshall Wace, LLP338,649$51.3M0.10%
Penn Capital Management Co Inc54,068$8.22M0.75%
AXA S.A.40,036$6.06M0.02%
Quadrature Capital Ltd23,770$3.60M0.06%
BI Asset Management Fondsmaeglerselskab A/S21,163$3.21M0.07%
Bank of Nova Scotia13,700$2.07M0.00%
Capital Fund Management S.A.13,433$2.03M0.03%
Pathstone Holdings, LLC11,903$1.80M0.01%
Point72 Hong Kong Ltd8,980$1.36M0.08%
ClearAlpha Technologies LP8,343$1.26M0.48%
Castlekeep Investment Advisors LLC6,910$1.05M0.74%
Seven Eight Capital, LP6,851$1.04M0.12%
Point72 Middle East FZE6,803$1.03M0.07%
Tudor Investment Corp Et Al6,165$933.5K0.01%
Petrus Trust Company, LTA5,520$835.8K0.08%
Centiva Capital, LP5,044$763.8K0.05%
Bayesian Capital Management, LP4,400$666.2K0.07%
Sequoia Financial Advisors, LLC3,895$589.8K0.01%
Quest Partners LLC3,805$576.2K0.12%
Lecap Asset Management Ltd3,801$575.5K0.21%
Prudential PLC3,761$569.5K0.01%
Trexquant Investment LP3,153$477.4K0.01%
Arrowstreet Capital, Limited Partnership2,973$450.0K0.00%
FORA Capital, LLC2,902$439.4K0.04%
Ethic Inc.2,877$435.6K0.01%
Nebula Research & Development LLC2,843$430.5K0.13%
Southeast Asset Advisors Inc.2,577$390.2K0.05%
AE Wealth Management LLC2,484$376.8K0.00%
United Capital Financial Advisers, LLC2,285$345.9K0.00%
MQS Management LLC2,259$342.1K0.19%
Convergence Investment Partners, LLC2,056$311.0K0.16%
Handelsinvest Investeringsforvaltning1,994$302.0K0.12%
Partnership Wealth Management, LLC1,803$268.4K0.20%
Raymond James Financial Services Advisors, Inc.1,715$259.7K0.00%
Investment Partners, Ltd.1,555$235.5K0.12%
L2 Asset Management, LLC1,544$233.8K0.10%
Alyeska Investment Group, L.P.1,485$224.9K0.00%
Forum Financial Management, LP1,377$208.5K0.00%
Integrated Investment Consultants, LLC1,350$204.4K0.06%
Tolleson Wealth Management, Inc.1,319$200.0K0.04%
Impact Partnership Wealth, LLC1,148$173.8K0.06%
Point72 Asia (Singapore) Pte. Ltd.711$107.7K0.03%
EntryPoint Capital, LLC544$82.4K0.08%
GAMMA Investing LLC419$62.4K0.02%
WealthCollab, LLC193$29.2K0.02%
Abich Financial Wealth Management LLC131$19.8K0.02%
Bartlett & Co. Wealth Management LLC125$19.1K0.00%
Bartlett & Co. LLC125$19.0K0.00%
Frazier Financial Advisors, LLC61$9.24K0.01%
Promethos Capital, LLC50$7.57K0.01%
Exchange Traded Concepts, LLC31$4.69K0.00%
CVA Family Office, LLC25$3.79K0.00%
First Manhattan Co23$3.63K0.00%
Venturi Wealth Management, LLC21$3.18K0.00%
FSA Wealth Management LLC23$3.00K0.00%
Hobbs Group Advisors, LLC17$2.57K0.00%
Turtle Creek Wealth Advisors, LLC14$2.12K0.00%
Private Wealth Management Group, LLC12$1.82K0.00%
Johnson Financial Group, Inc.10$1.51K0.00%
DiNuzzo Private Wealth, Inc.10$1.51K0.00%
Kayne Anderson Rudnick Investment Management LLC6$9090.00%
Arlington Trust Co LLC5$7570.00%
Geneos Wealth Management Inc.4$6060.00%
Central Trust Co3$4550.00%
AdvisorNet Financial, Inc2$3030.00%
Smartleaf Asset Management LLC0$1520.00%
Abound Wealth Management0$460.00%

Sold out (35)

Institutions that held Affiliated Managers Group, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (6)

Institutions that held Affiliated Managers Group, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMG in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.19,507$2.54M
Virginia Retirement Systems Et Al19,500$2.54M
Pathstone Family Office, LLC11,665$1.52M
KB Financial Partners, LLC3,976$518.0K
Column Capital Advisors, LLC722$94.1K
Steward Financial Group LLC30$3.00K