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 |
|---|---|---|---|---|---|
| Barclays PLC | 36,294 | $5.50M | 0.00% | +11,620+47.1% | Added |
| California State Teachers Retirement System | 37,388 | $5.66M | 0.01% | −2,826−7.0% | Reduced |
| Truist Financial Corp | 38,000 | $5.75M | 0.01% | −4,325−10.2% | Reduced |
| Jane Street Group, LLC | 38,792 | $5.87M | 0.01% | +5,143+15.3% | Added |
| Victory Capital Management Inc | 38,844 | $5.88M | 0.01% | +703+1.8% | Added |
| AXA S.A. | 40,036 | $6.06M | 0.02% | +40,036 | New |
| Storebrand Asset Management AS | 40,408 | $6.12M | 0.02% | −97−0.2% | Reduced |
| Envestnet Asset Management Inc | 41,987 | $6.36M | 0.00% | −869−2.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 42,376 | $6.42M | 0.03% | +236+0.6% | Added |
| Assetmark, Inc | 42,722 | $6.47M | 0.02% | +4,084+10.6% | Added |
| Nordea Investment Management AB | 43,404 | $6.61M | 0.01% | −898−2.0% | Reduced |
| Deutsche Bank AG | 44,236 | $6.70M | 0.00% | −2,373−5.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 44,250 | $6.70M | 0.06% | −30,987−41.2% | Reduced |
| American International Group, Inc. | 45,675 | $6.92M | 0.03% | −3,708−7.5% | Reduced |
| Franklin Resources Inc | 46,833 | $7.09M | 0.00% | −65−0.1% | Reduced |
| UBS Group AG | 47,180 | $7.14M | 0.00% | −1,608−3.3% | Reduced |
| Brandywine Global Investment Management, LLC | 47,622 | $7.21M | 0.06% | +11,750+32.8% | Added |
| Ameriprise Financial Inc | 47,833 | $7.24M | 0.00% | −503−1.0% | Reduced |
| Algert Global LLC | 48,928 | $7.41M | 0.30% | +10,233+26.4% | Added |
| Los Angeles Capital Management LLC | 51,119 | $7.74M | 0.03% | −423−0.8% | Reduced |
| Legal & General Group Plc | 51,921 | $7.86M | 0.00% | −2,040−3.8% | Reduced |
| New York State Teachers Retirement System | 52,201 | $7.90M | 0.02% | −919−1.7% | Reduced |
| Penn Capital Management Co Inc | 54,068 | $8.22M | 0.75% | +54,068 | New |
| Canada Pension Plan Investment Board | 55,500 | $8.40M | 0.01% | +10,300+22.8% | Added |
| Alliancebernstein L.P. | 57,101 | $8.65M | 0.00% | +359+0.6% | Added |
| Parkwood LLC | 58,765 | $8.90M | 1.43% | −3,950−6.3% | Reduced |
| Credit Suisse AG | 61,685 | $9.34M | 0.01% | +2,502+4.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 62,838 | $9.52M | 0.24% | +31,744+102.1% | Added |
| Cambria Investment Management, L.P. | 62,909 | $9.53M | 0.66% | +8,320+15.2% | Added |
| Fisher Asset Management, LLC | 62,920 | $9.53M | 0.01% | −5,204−7.6% | Reduced |
| Polar Capital Holdings Plc | 66,981 | $10.1M | 0.07% | −20,703−23.6% | Reduced |
| Price T Rowe Associates Inc | 67,729 | $10.3M | 0.00% | +9,575+16.5% | Added |
| Swiss National Bank | 69,100 | $10.5M | 0.01% | −10,300−13.0% | Reduced |
| Wells Fargo & Company | 70,847 | $10.7M | 0.00% | +6,146+9.5% | Added |
| Wallace Capital Management Inc. | 71,558 | $10.8M | 1.61% | −1,821−2.5% | Reduced |
| California Public Employees Retirement System | 76,157 | $11.5M | 0.01% | −3,157−4.0% | Reduced |
| Prana Capital Management, LP | 76,806 | $11.6M | 0.68% | −100,742−56.7% | Reduced |
| Russell Investments Group, Ltd. | 77,490 | $11.7M | 0.02% | +24,279+45.6% | Added |
| Cubist Systematic Strategies, LLC | 79,700 | $12.1M | 0.15% | +77,771+4,031.7% | Added |
| Man Group plc | 84,212 | $12.8M | 0.04% | – | – |
| UBS Asset Management Americas Inc | 84,632 | $12.8M | 0.01% | −355−0.4% | Reduced |
| North Star Asset Management Inc | 97,474 | $14.8M | 0.76% | +220+0.2% | Added |
| Nuveen Asset Management, LLC | 98,435 | $14.9M | 0.00% | +261+0.3% | Added |
| Retirement Systems of Alabama | 104,828 | $15.9M | 0.07% | +11,168+11.9% | Added |
| Renaissance Technologies LLC | 105,000 | $15.9M | 0.02% | +89,700+586.3% | Added |
| Rhumbline Advisers | 107,429 | $16.3M | 0.02% | −3,467−3.1% | Reduced |
| Macquarie Group Ltd | 109,816 | $16.6M | 0.02% | +500.0% | Added |
| Reinhart Partners, Inc. | 112,310 | $17.0M | 0.75% | −22,649−16.8% | Reduced |
| Principal Financial Group Inc | 124,194 | $18.8M | 0.01% | −5,140−4.0% | Reduced |
| Bridgewater Associates, LP | 127,360 | $19.3M | 0.11% | +25,365+24.9% | Added |
| Jacobs Levy Equity Management, Inc | 130,291 | $19.7M | 0.10% | +122,478+1,567.6% | Added |
| First Trust Advisors LP | 132,954 | $20.1M | 0.02% | +39,495+42.3% | Added |
| Qube Research & Technologies Ltd | 134,897 | $20.4M | 0.05% | +55,465+69.8% | Added |
| Goldman Sachs Group Inc | 138,425 | $21.0M | 0.00% | −28,847−17.2% | Reduced |
| Assenagon Asset Management S.A. | 148,243 | $22.4M | 0.07% | +110,646+294.3% | Added |
| New York State Common Retirement Fund | 161,375 | $24.4M | 0.03% | +124,871+342.1% | Added |
| Bank of America Corp | 161,463 | $24.4M | 0.00% | +7,694+5.0% | Added |
| JPMorgan Chase & Co | 178,830 | $27.1M | 0.00% | +21,496+13.7% | Added |
| LSV Asset Management | 215,050 | $32.6M | 0.07% | +21,074+10.9% | Added |
| Raymond James & Associates | 238,885 | $36.2M | 0.03% | −10,391−4.2% | Reduced |
| Northern Trust Corp | 298,640 | $45.2M | 0.01% | −9,712−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 301,243 | $45.6M | 0.07% | +95,291+46.3% | Added |
| Millennium Management LLC | 305,745 | $46.3M | 0.04% | −130,439−29.9% | Reduced |
| Bruni J V & Co | 312,268 | $47.3M | 5.87% | −2,007−0.6% | Reduced |
| Invesco Ltd. | 322,050 | $48.8M | 0.01% | +58,386+22.1% | Added |
| Marshall Wace, LLP | 338,649 | $51.3M | 0.10% | +338,649 | New |
| Spyglass Capital Management LLC | 342,140 | $51.8M | 3.73% | −25,511−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 350,384 | $53.1M | 0.01% | +3,357+1.0% | Added |
| Citadel Advisors LLC | 361,835 | $54.8M | 0.06% | +79,999+28.4% | Added |
| Bank of New York Mellon Corp | 389,228 | $58.9M | 0.01% | +9,673+2.5% | Added |
| LGT Capital Partners Ltd. | 393,330 | $59.6M | 1.78% | +86,670+28.3% | Added |
| Norges Bank | 437,347 | $66.2M | 0.01% | +55,351+14.5% | Added |
| Channing Capital Management, LLC | 474,542 | $71.9M | 2.12% | +414,389+688.9% | Added |
| Allianz Asset Management GmbH | 511,958 | $77.5M | 0.14% | +92,913+22.2% | Added |
| Geode Capital Management, LLC | 595,085 | $90.1M | 0.01% | +2540.0% | Added |
| Lyrical Asset Management LP | 679,015 | $102.8M | 1.68% | −5,937−0.9% | Reduced |
| Dimensional Fund Advisors LP | 771,104 | $116.8M | 0.03% | +6,265+0.8% | Added |
| Kiltearn Partners LLP | 803,814 | $121.7M | 9.37% | −41,700−4.9% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 882,375 | $133.6M | 5.14% | −25,664−2.8% | Reduced |
| State Street Corp | 1,034,560 | $156.7M | 0.01% | −226,748−18.0% | Reduced |
| Ariel Investments, LLC | 1,242,696 | $188.2M | 1.87% | +54,550+4.6% | Added |
| FMR LLC | 1,670,443 | $252.9M | 0.02% | +88,098+5.6% | Added |
| Clarkston Capital Partners, LLC | 2,228,982 | $337.5M | 6.26% | −21,552−1.0% | Reduced |
| Morgan Stanley | 2,586,843 | $391.7M | 0.03% | +112,266+4.5% | Added |
| BlackRock Inc. | 3,309,397 | $501.1M | 0.01% | −54,974−1.6% | Reduced |
| Vanguard Group Inc | 3,668,046 | $555.4M | 0.01% | −134,592−3.5% | Reduced |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −1,832,474−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −55,062−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −32,242−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −22,510−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −15,234−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,897−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −8,603−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,777−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,118−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,869−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |