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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 0 | $46 | 0.00% | 0 | New |
| Smartleaf Asset Management LLC | 0 | $152 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 2 | $303 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $303 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 2 | $341 | 0.00% | +2 | Added |
| Parkside Financial Bank & Trust | 3 | $455 | 0.00% | −1−25.0% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $455 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $455 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $455 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $606 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $606 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 5 | $757 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 5 | $801 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $909 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $909 | 0.00% | +6 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.21K | 0.00% | −8−50.0% | Reduced |
| Global Retirement Partners, LLC | 9 | $1.33K | 0.00% | +2+28.6% | Added |
| Johnson Financial Group, Inc. | 10 | $1.51K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.51K | 0.00% | +10 | New |
| M&R Capital Management Inc | 11 | $1.67K | 0.00% | 00.0% | Unchanged |
| Motco | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.82K | 0.00% | +12 | New |
| Macroview Investment Management LLC | 12 | $1.82K | 0.00% | −13−52.0% | Reduced |
| Glassman Wealth Services | 13 | $1.97K | 0.00% | −1−7.1% | Reduced |
| JJJ Advisors Inc. | 13 | $1.97K | 0.00% | −2−13.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 14 | $2.12K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 16 | $2.42K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 17 | $2.57K | 0.00% | +17 | New |
| LGT Financial Advisors LLC | 18 | $2.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.73K | 0.00% | +9+100.0% | Added |
| Asset Dedication, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 23 | $3.00K | 0.00% | +23 | New |
| Venturi Wealth Management, LLC | 21 | $3.18K | 0.00% | +21 | New |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.33K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 23 | $3.63K | 0.00% | +23 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $3.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $3.79K | 0.00% | +25 | New |
| Key Financial Inc | 27 | $4.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $4.39K | 0.00% | −2−6.5% | Reduced |
| Exchange Traded Concepts, LLC | 31 | $4.69K | 0.00% | +31 | New |
| Creative Financial Designs Inc | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $6.06K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 44 | $6.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $6.82K | 0.00% | +17+60.7% | Added |
| Massmutual Trust Co FSB | 46 | $6.96K | 0.00% | +4+9.5% | Added |
| Natixis | 48 | $7.27K | 0.00% | −3,352−98.6% | Reduced |
| Denali Advisors LLC | 48 | $7.27K | 0.00% | +8+20.0% | Added |
| Promethos Capital, LLC | 50 | $7.57K | 0.01% | +50 | New |
| Delta Asset Management LLC | 53 | $8.03K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 61 | $9.24K | 0.01% | +61 | New |
| Plante Moran Financial Advisors, LLC | 73 | $11.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 74 | $11.2K | 0.00% | −27−26.7% | Reduced |
| Bokf, NA | 84 | $12.7K | 0.00% | −10−10.6% | Reduced |
| Bell Investment Advisors, Inc | 95 | $14.4K | 0.00% | +10+11.8% | Added |
| Loomis Sayles & Co L P | 110 | $17.0K | 0.00% | +35+46.7% | Added |
| Quarry LP | 123 | $18.6K | 0.01% | −46−27.2% | Reduced |
| Bartlett & Co. LLC | 125 | $19.0K | 0.00% | +125 | New |
| Bartlett & Co. Wealth Management LLC | 125 | $19.1K | 0.00% | +125 | New |
| Abich Financial Wealth Management LLC | 131 | $19.8K | 0.02% | +131 | New |
| GWM Advisors LLC | 140 | $21.2K | 0.00% | −495−78.0% | Reduced |
| Investors Research Corp | 150 | $22.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 162 | $24.5K | 0.00% | +72+80.0% | Added |
| Steward Partners Investment Advisory, LLC | 174 | $26.3K | 0.00% | +73+72.3% | Added |
| WealthCollab, LLC | 193 | $29.2K | 0.02% | +193 | New |
| Farther Finance Advisors, LLC | 208 | $31.5K | 0.00% | +50+31.6% | Added |
| First Horizon Advisors, Inc. | 216 | $32.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $33.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 236 | $35.7K | 0.00% | −36−13.2% | Reduced |
| IFP Advisors, Inc | 257 | $38.8K | 0.00% | −65−20.2% | Reduced |
| Ci Investments Inc. | 270 | $41.0K | 0.00% | +120+80.0% | Added |
| Whittier Trust Co | 325 | $49.2K | 0.00% | −1−0.3% | Reduced |
| Truvestments Capital LLC | 330 | $50.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 419 | $62.4K | 0.02% | +419 | New |
| Smithfield Trust Co | 435 | $66.0K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 456 | $69.0K | 0.01% | −1,468−76.3% | Reduced |
| EverSource Wealth Advisors, LLC | 483 | $73.1K | 0.01% | +41+9.3% | Added |
| Ronald Blue Trust, Inc. | 617 | $80.0K | 0.00% | +90+17.1% | Added |
| EntryPoint Capital, LLC | 544 | $82.4K | 0.08% | +544 | New |
| Northwestern Mutual Wealth Management Co | 556 | $84.2K | 0.00% | −38−6.4% | Reduced |
| Quadrant Capital Group LLC | 591 | $89.5K | 0.01% | +185+45.6% | Added |
| Covestor Ltd | 673 | $102.0K | 0.07% | +227+50.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 711 | $107.7K | 0.03% | +711 | New |
| KBC Group NV | 714 | $108.0K | 0.00% | +163+29.6% | Added |
| Signaturefd, LLC | 873 | $132.2K | 0.00% | +430+97.1% | Added |
| EMC Capital Management | 937 | $142.0K | 0.09% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,069 | $162.0K | 0.00% | +41+4.0% | Added |
| Impact Partnership Wealth, LLC | 1,148 | $173.8K | 0.06% | +1,148 | New |
| Parallel Advisors, LLC | 1,195 | $180.9K | 0.01% | +919+333.0% | Added |
| Tolleson Wealth Management, Inc. | 1,319 | $200.0K | 0.04% | +1,319 | New |
| Integrated Investment Consultants, LLC | 1,350 | $204.4K | 0.06% | +1,350 | New |
| Quent Capital, LLC | 1,354 | $205.0K | 0.03% | +69+5.4% | Added |
| Intech Investment Management LLC | 1,359 | $205.8K | 0.00% | −2,938−68.4% | Reduced |
| Forum Financial Management, LP | 1,377 | $208.5K | 0.00% | +1,377 | New |
| Shelton Capital Management | 1,458 | $220.8K | 0.01% | −270−15.6% | Reduced |
| Alyeska Investment Group, L.P. | 1,485 | $224.9K | 0.00% | +1,485 | New |
| Bank of New Hampshire | 1,522 | $230.5K | 0.07% | −586−27.8% | Reduced |