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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, 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.

Institutional holdersQ4 2023: 386 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 heldQ4 2023: $4.77B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q3 2023.

Institutions holding AMG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
L2 Asset Management, LLC1,544$233.8K0.10%+1,544New
Investment Partners, Ltd.1,555$235.5K0.12%+1,555New
Forte Capital LLC1,641$248.5K0.03%+70+4.5%Added
Allegheny Financial Group LTD1,698$257.1K0.08%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.1,715$259.7K0.00%+1,715New
Shell Asset Management Co1,755$266.0K0.01%+384+28.0%Added
Partnership Wealth Management, LLC1,803$268.4K0.20%+1,803New
ProShare Advisors LLC1,779$269.4K0.00%−114−6.0%Reduced
Nicolet Bankshares Inc1,798$272.3K0.07%00.0%Unchanged
Greenleaf Trust1,822$275.9K0.00%+115+6.7%Added
Advisory Services Network, LLC1,831$277.2K0.01%−3−0.2%Reduced
Cadent Capital Advisors, LLC1,913$289.7K0.15%00.0%Unchanged
Handelsinvest Investeringsforvaltning1,994$302.0K0.12%+1,994New
Convergence Investment Partners, LLC2,056$311.0K0.16%+2,056New
Edgestream Partners, L.P.2,095$317.2K0.02%−2,333−52.7%Reduced
M&T Bank Corp2,184$330.7K0.00%+74+3.5%Added
MQS Management LLC2,259$342.1K0.19%+2,259New
United Capital Financial Advisers, LLC2,285$345.9K0.00%+2,285New
Toroso Investments, LLC2,285$346.0K0.01%−231−9.2%Reduced
Crossmark Global Holdings, Inc.2,284$346.0K0.01%−263−10.3%Reduced
Verition Fund Management LLC2,292$347.1K0.00%−138−5.7%Reduced
Coldstream Capital Management Inc2,313$350.2K0.01%+59+2.6%Added
National Bank of Canada2,352$352.0K0.00%+1,888+406.9%Added
Cubic Asset Management, LLC2,329$352.7K0.09%00.0%Unchanged
Winton Group Ltd2,340$354.3K0.03%+585+33.3%Added
Procyon Private Wealth Partners, LLC2,351$356.0K0.03%−5−0.2%Reduced
Cetera Advisor Networks LLC2,443$369.9K0.00%−16−0.7%Reduced
CWM, LLC2,452$371.0K0.00%−161−6.2%Reduced
AE Wealth Management LLC2,484$376.8K0.00%+2,484New
South Dakota Investment Council2,488$377.0K0.01%00.0%Unchanged
Harbor Advisors LLC2,500$378.6K0.07%00.0%Unchanged
Southeast Asset Advisors Inc.2,577$390.2K0.05%+2,577New
Vestcor Inc2,611$395.0K0.01%00.0%Unchanged
Creative Planning2,620$396.7K0.00%+208+8.6%Added
Guinness Asset Management LTD2,715$411.1K0.01%−18−0.7%Reduced
Maryland State Retirement & Pension System2,720$411.9K0.01%00.0%Unchanged
Relative Value Partners Group, LLC2,737$414.4K0.03%+12+0.4%Added
Nebula Research & Development LLC2,843$430.5K0.13%+2,843New
Securian Asset Management, Inc2,853$432.0K0.01%−115−3.9%Reduced
Ethic Inc.2,877$435.6K0.01%+2,877New
DekaBank Deutsche Girozentrale2,861$436.0K0.00%00.0%Unchanged
FORA Capital, LLC2,902$439.4K0.04%+2,902New
Arrowstreet Capital, Limited Partnership2,973$450.0K0.00%+2,973New
RMB Capital Management, LLC3,000$454.3K0.01%−1,000−25.0%Reduced
HighTower Advisors, LLC3,039$460.0K0.00%−587−16.2%Reduced
LPL Financial LLC3,100$469.4K0.00%+191+6.6%Added
Cornerstone Investment Partners, LLC3,101$469.6K0.03%00.0%Unchanged
O'Shaughnessy Asset Management, LLC3,111$471.1K0.01%−1,176−27.4%Reduced
Radnor Capital Management, LLC3,120$472.0K0.09%−600−16.1%Reduced
Trexquant Investment LP3,153$477.4K0.01%+3,153New
Wade G W & Inc3,225$488.0K0.02%00.0%Unchanged
Quantinno Capital Management LP3,224$488.0K0.02%+1,013+45.8%Added
Ironwood Investment Counsel, LLC3,280$496.7K0.09%−200−5.7%Reduced
US Bancorp3,446$521.8K0.00%+620+21.9%Added
RBF Capital, LLC3,600$545.1K0.03%00.0%Unchanged
Welch & Forbes LLC3,650$552.7K0.01%00.0%Unchanged
Legacy Wealth Asset Management, LLC3,726$564.2K0.19%+55+1.5%Added
Hillsdale Investment Management Inc.3,750$567.8K0.05%−50−1.3%Reduced
Prudential PLC3,761$569.5K0.01%+3,761New
Lecap Asset Management Ltd3,801$575.5K0.21%+3,801New
Quest Partners LLC3,805$576.2K0.12%+3,805New
Public Employees Retirement Association of Colorado3,819$578.0K0.00%00.0%Unchanged
Sequoia Financial Advisors, LLC3,895$589.8K0.01%+3,895New
New York Life Investment Management LLC3,928$594.8K0.01%+131+3.5%Added
Tower Research Capital LLC (TRC)4,004$606.3K0.01%−2,001−33.3%Reduced
Mariner, LLC4,031$610.4K0.00%+1,474+57.6%Added
Kendall Capital Management4,035$611.0K0.24%+10+0.2%Added
Resources Investment Advisors, LLC.4,070$616.3K0.01%−104−2.5%Reduced
Wilkinson Global Asset Management LLC4,103$621.3K0.04%00.0%Unchanged
Pictet Asset Management Holding SA4,247$643.1K0.00%−286−6.3%Reduced
Advisor Group Holdings, Inc.4,270$646.6K0.00%+645+17.8%Added
Xponance, Inc.4,320$654.1K0.01%−177−3.9%Reduced
Bayesian Capital Management, LP4,400$666.2K0.07%+4,400New
Mercer Global Advisors Inc4,421$669.0K0.00%+452+11.4%Added
BNP Paribas Arbitrage, SA4,853$734.8K0.00%+716+17.3%Added
Centiva Capital, LP5,044$763.8K0.05%+5,044New
Pacer Advisors, Inc.5,082$769.5K0.00%+928+22.3%Added
Cresset Asset Management, LLC5,468$828.0K0.01%+238+4.6%Added
Alberta Investment Management Corp5,500$832.8K0.01%00.0%Unchanged
Brown Brothers Harriman & Co5,500$832.8K0.01%+200+3.8%Added
Petrus Trust Company, LTA5,520$835.8K0.08%+5,520New
True Wealth Design, LLC5,532$837.7K0.24%+398+7.8%Added
Guggenheim Capital LLC5,556$841.3K0.01%+3,199+135.7%Added
Two Sigma Advisers, LP5,700$863.1K0.00%−100−1.7%Reduced
Duality Advisers, LP5,730$867.6K0.09%−132−2.3%Reduced
Impax Asset Management Group plc5,890$891.9K0.00%+2,100+55.4%Added
Citadel Investment Advisory, Inc.6,039$914.0K0.56%00.0%Unchanged
Utah Retirement Systems6,080$920.6K0.01%00.0%Unchanged
Mackenzie Financial Corp6,133$928.7K0.00%−377−5.8%Reduced
Tudor Investment Corp Et Al6,165$933.5K0.01%+6,165New
Federated Hermes, Inc.6,218$941.5K0.00%−472−7.1%Reduced
Point72 Middle East FZE6,803$1.03M0.07%+6,803New
Wedge Capital Management L L P6,811$1.03M0.02%+810+13.5%Added
Seven Eight Capital, LP6,851$1.04M0.12%+6,851New
Cornercap Investment Counsel Inc6,872$1.04M0.17%+476+7.4%Added
Regions Financial Corp6,892$1.04M0.01%−130−1.9%Reduced
Castlekeep Investment Advisors LLC6,910$1.05M0.74%+6,910New
Fox Run Management, L.L.C.6,920$1.05M0.27%+3,686+114.0%Added
Handelsbanken Fonder AB7,100$1.07M0.01%00.0%Unchanged
Axq Capital, LP7,125$1.08M0.29%+3,301+86.3%Added