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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 7,240 | $1.10M | 0.00% | −50−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 7,210 | $1.10M | 0.00% | +936+14.9% | Added |
| Janney Montgomery Scott LLC | 7,256 | $1.10M | 0.00% | +508+7.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,460 | $1.13M | 0.01% | +363+5.1% | Added |
| Ameritas Investment Partners, Inc. | 7,465 | $1.13M | 0.04% | −395−5.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,489 | $1.13M | 0.01% | −183−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,521 | $1.14M | 0.03% | −252−3.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,575 | $1.15M | 0.00% | −371−4.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,633 | $1.16M | 0.00% | +793+11.6% | Added |
| Cerity Partners LLC | 7,656 | $1.16M | 0.00% | +5,490+253.5% | Added |
| New Mexico Educational Retirement Board | 7,700 | $1.17M | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,725 | $1.17M | 0.00% | −2,511−24.5% | Reduced |
| Squarepoint Ops LLC | 7,772 | $1.18M | 0.00% | −16,135−67.5% | Reduced |
| Commerce Bank | 7,833 | $1.19M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,854 | $1.19M | 0.00% | +135+1.7% | Added |
| AIA Group Ltd | 7,854 | $1.19M | 0.05% | +4,629+143.5% | Added |
| Nisa Investment Advisors, LLC | 7,974 | $1.21M | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 8,084 | $1.22M | 0.10% | −324−3.9% | Reduced |
| Hancock Whitney Corp | 8,110 | $1.23M | 0.05% | −3,840−32.1% | Reduced |
| State of Michigan Retirement System | 8,119 | $1.23M | 0.01% | −300−3.6% | Reduced |
| ClearAlpha Technologies LP | 8,343 | $1.26M | 0.48% | +8,343 | New |
| Thrivent Financial for Lutherans | 8,446 | $1.28M | 0.00% | −330−3.8% | Reduced |
| Raymond James Trust N.A. | 8,477 | $1.28M | 0.03% | +8+0.1% | Added |
| Royal Bank of Canada | 8,894 | $1.35M | 0.00% | −2,297−20.5% | Reduced |
| Point72 Hong Kong Ltd | 8,980 | $1.36M | 0.08% | +8,980 | New |
| Y-Intercept (Hong Kong) Ltd | 9,113 | $1.38M | 0.13% | +3,701+68.4% | Added |
| Ontario Teachers Pension Plan Board | 9,158 | $1.39M | 0.01% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 9,372 | $1.42M | 0.27% | −1,286−12.1% | Reduced |
| Louisiana State Employees Retirement System | 9,500 | $1.44M | 0.03% | −400−4.0% | Reduced |
| Oregon Public Employees Retirement Fund | 9,543 | $1.45M | 0.03% | −300−3.0% | Reduced |
| CI Private Wealth, LLC | 9,551 | $1.45M | 0.00% | +4,747+98.8% | Added |
| Arizona State Retirement System | 9,798 | $1.48M | 0.01% | −481−4.7% | Reduced |
| Lazard Asset Management LLC | 9,908 | $1.50M | 0.00% | +5,219+111.3% | Added |
| Ensign Peak Advisors, Inc | 9,960 | $1.51M | 0.00% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 10,048 | $1.52M | 0.59% | 00.0% | Unchanged |
| STRS Ohio | 10,339 | $1.56M | 0.01% | −503−4.6% | Reduced |
| CenterBook Partners LP | 10,415 | $1.58M | 0.19% | −1,062−9.3% | Reduced |
| Susquehanna International Group, LLP | 10,850 | $1.64M | 0.00% | +1,381+14.6% | Added |
| Citigroup Inc | 11,700 | $1.77M | 0.00% | +1,038+9.7% | Added |
| JustInvest LLC | 11,800 | $1.79M | 0.05% | +2,322+24.5% | Added |
| Pathstone Holdings, LLC | 11,903 | $1.80M | 0.01% | +11,903 | New |
| Natixis Advisors, L.P. | 12,018 | $1.82M | 0.00% | +711+6.3% | Added |
| Teachers Retirement System of the State of Kentucky | 12,102 | $1.83M | 0.02% | −600−4.7% | Reduced |
| Quantbot Technologies LP | 12,112 | $1.83M | 0.11% | +11,764+3,380.5% | Added |
| Blair William & Co | 12,855 | $1.95M | 0.01% | −325−2.5% | Reduced |
| Illinois Municipal Retirement Fund | 13,048 | $1.98M | 0.03% | +3,625+38.5% | Added |
| Aquatic Capital Management LLC | 13,100 | $1.98M | 0.05% | +4,200+47.2% | Added |
| Charles Carroll Financial Partners, LLC | 13,150 | $1.99M | 2.14% | +5,050+62.3% | Added |
| Capital Fund Management S.A. | 13,433 | $2.03M | 0.03% | +13,433 | New |
| Bank of Nova Scotia | 13,700 | $2.07M | 0.00% | +13,700 | New |
| Seascape Capital Management | 14,055 | $2.13M | 0.90% | +749+5.6% | Added |
| Long Road Investment Counsel, LLC | 15,285 | $2.27M | 0.94% | +500+3.4% | Added |
| Comerica Bank | 15,052 | $2.28M | 0.01% | −384−2.5% | Reduced |
| Stifel Financial Corp | 15,174 | $2.30M | 0.00% | −613−3.9% | Reduced |
| Fred Alger Management, LLC | 15,232 | $2.31M | 0.01% | −17,134−52.9% | Reduced |
| Amplius Wealth Advisors, LLC | 15,236 | $2.31M | 0.28% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,256 | $2.31M | 0.03% | +6,402+72.3% | Added |
| Bank of Montreal | 15,372 | $2.35M | 0.00% | +232+1.5% | Added |
| Alaska Permanent Fund Corp | 15,931 | $2.41M | 0.04% | +231+1.5% | Added |
| Teacher Retirement System of Texas | 16,228 | $2.46M | 0.02% | −5,866−26.6% | Reduced |
| Yousif Capital Management, LLC | 16,482 | $2.50M | 0.03% | −492−2.9% | Reduced |
| Henshaw Capital LLC | 16,990 | $2.57M | 0.13% | +10.0% | Added |
| Wellington Management Group LLP | 17,056 | $2.58M | 0.00% | −681−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,468 | $2.65M | 0.00% | −9,590−35.4% | Reduced |
| Engineers Gate Manager LP | 17,532 | $2.65M | 0.08% | +15,890+967.7% | Added |
| Janus Henderson Group PLC | 17,567 | $2.66M | 0.00% | −34−0.2% | Reduced |
| Verdence Capital Advisors LLC | 17,706 | $2.68M | 0.26% | −266−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 18,317 | $2.77M | 0.03% | +8,521+87.0% | Added |
| State of Alaska, Department of Revenue | 18,660 | $2.83M | 0.03% | −515−2.7% | Reduced |
| Poehling Capital Management, LLC | 18,780 | $2.84M | 0.90% | +648+3.6% | Added |
| Carnegie Capital Asset Management, LLC | 19,063 | $2.89M | 0.10% | −235−1.2% | Reduced |
| MetLife Investment Management | 19,080 | $2.89M | 0.02% | −1,017−5.1% | Reduced |
| State of New Jersey Common Pension Fund D | 19,802 | $3.00M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 20,955 | $3.17M | 0.04% | −1,876−8.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 21,163 | $3.21M | 0.07% | +21,163 | New |
| Putnam Investments LLC | 21,612 | $3.27M | 0.00% | −2,835−11.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $3.29M | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 22,770 | $3.45M | 0.03% | −2,449−9.7% | Reduced |
| State of Tennessee, Treasury Department | 22,945 | $3.47M | 0.01% | −730−3.1% | Reduced |
| Quadrature Capital Ltd | 23,770 | $3.60M | 0.06% | +23,770 | New |
| Holocene Advisors, LP | 24,194 | $3.66M | 0.01% | +16,555+216.7% | Added |
| Amundi | 25,375 | $3.77M | 0.00% | −2,803−9.9% | Reduced |
| Public Employees Retirement System of Ohio | 24,976 | $3.78M | 0.02% | +1,117+4.7% | Added |
| Oppenheimer Asset Management Inc. | 25,111 | $3.80M | 0.05% | +1,340+5.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,000 | $3.94M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 26,699 | $4.04M | 0.01% | +263+1.0% | Added |
| Manufacturers Life Insurance Company, The | 27,201 | $4.12M | 0.00% | −1,863−6.4% | Reduced |
| Vident Advisory, LLC | 27,430 | $4.15M | 0.10% | +656+2.5% | Added |
| Prudential Financial Inc | 28,966 | $4.39M | 0.01% | +296+1.0% | Added |
| Texas Permanent School Fund | 29,206 | $4.42M | 0.04% | −559−1.9% | Reduced |
| Voya Investment Management LLC | 31,487 | $4.77M | 0.00% | −4,381−12.2% | Reduced |
| State Board of Administration of Florida Retirement System | 31,868 | $4.83M | 0.01% | +181+0.6% | Added |
| HSBC Holdings PLC | 31,831 | $4.85M | 0.00% | +11,465+56.3% | Added |
| Campbell & CO Investment Adviser LLC | 32,243 | $4.88M | 0.44% | +26,629+474.3% | Added |
| American Century Companies Inc | 32,665 | $4.95M | 0.00% | +18,259+126.7% | Added |
| HRT Financial LP | 32,956 | $4.99M | 0.04% | −7,374−18.3% | Reduced |
| Treasurer of the State of North Carolina | 33,343 | $5.05M | 0.02% | −230−0.7% | Reduced |
| State of Wisconsin Investment Board | 33,817 | $5.12M | 0.01% | −36−0.1% | Reduced |
| SEI Investments Co | 34,217 | $5.18M | 0.01% | −6,331−15.6% | Reduced |
| Calamos Advisors LLC | 35,430 | $5.36M | 0.03% | 00.0% | Unchanged |