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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 26,699 | $4.04M | 0.01% | +263+1.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,000 | $3.94M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 25,111 | $3.80M | 0.05% | +1,340+5.6% | Added |
| Public Employees Retirement System of Ohio | 24,976 | $3.78M | 0.02% | +1,117+4.7% | Added |
| Amundi | 25,375 | $3.77M | 0.00% | −2,803−9.9% | Reduced |
| Holocene Advisors, LP | 24,194 | $3.66M | 0.01% | +16,555+216.7% | Added |
| Quadrature Capital Ltd | 23,770 | $3.60M | 0.06% | +23,770 | New |
| State of Tennessee, Treasury Department | 22,945 | $3.47M | 0.01% | −730−3.1% | Reduced |
| Amalgamated Bank | 22,770 | $3.45M | 0.03% | −2,449−9.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,705 | $3.29M | 0.04% | 00.0% | Unchanged |
| Putnam Investments LLC | 21,612 | $3.27M | 0.00% | −2,835−11.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 21,163 | $3.21M | 0.07% | +21,163 | New |
| Mutual of America Capital Management LLC | 20,955 | $3.17M | 0.04% | −1,876−8.2% | Reduced |
| State of New Jersey Common Pension Fund D | 19,802 | $3.00M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 19,080 | $2.89M | 0.02% | −1,017−5.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 19,063 | $2.89M | 0.10% | −235−1.2% | Reduced |
| Poehling Capital Management, LLC | 18,780 | $2.84M | 0.90% | +648+3.6% | Added |
| State of Alaska, Department of Revenue | 18,660 | $2.83M | 0.03% | −515−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 18,317 | $2.77M | 0.03% | +8,521+87.0% | Added |
| Verdence Capital Advisors LLC | 17,706 | $2.68M | 0.26% | −266−1.5% | Reduced |
| Janus Henderson Group PLC | 17,567 | $2.66M | 0.00% | −34−0.2% | Reduced |
| Engineers Gate Manager LP | 17,532 | $2.65M | 0.08% | +15,890+967.7% | Added |
| Allspring Global Investments Holdings, LLC | 17,468 | $2.65M | 0.00% | −9,590−35.4% | Reduced |
| Wellington Management Group LLP | 17,056 | $2.58M | 0.00% | −681−3.8% | Reduced |
| Henshaw Capital LLC | 16,990 | $2.57M | 0.13% | +10.0% | Added |
| Yousif Capital Management, LLC | 16,482 | $2.50M | 0.03% | −492−2.9% | Reduced |
| Teacher Retirement System of Texas | 16,228 | $2.46M | 0.02% | −5,866−26.6% | Reduced |
| Alaska Permanent Fund Corp | 15,931 | $2.41M | 0.04% | +231+1.5% | Added |
| Bank of Montreal | 15,372 | $2.35M | 0.00% | +232+1.5% | Added |
| SG Americas Securities, LLC | 15,256 | $2.31M | 0.03% | +6,402+72.3% | Added |
| Amplius Wealth Advisors, LLC | 15,236 | $2.31M | 0.28% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 15,232 | $2.31M | 0.01% | −17,134−52.9% | Reduced |
| Stifel Financial Corp | 15,174 | $2.30M | 0.00% | −613−3.9% | Reduced |
| Comerica Bank | 15,052 | $2.28M | 0.01% | −384−2.5% | Reduced |
| Long Road Investment Counsel, LLC | 15,285 | $2.27M | 0.94% | +500+3.4% | Added |
| Seascape Capital Management | 14,055 | $2.13M | 0.90% | +749+5.6% | Added |
| Bank of Nova Scotia | 13,700 | $2.07M | 0.00% | +13,700 | New |
| Capital Fund Management S.A. | 13,433 | $2.03M | 0.03% | +13,433 | New |
| Charles Carroll Financial Partners, LLC | 13,150 | $1.99M | 2.14% | +5,050+62.3% | Added |
| Aquatic Capital Management LLC | 13,100 | $1.98M | 0.05% | +4,200+47.2% | Added |
| Illinois Municipal Retirement Fund | 13,048 | $1.98M | 0.03% | +3,625+38.5% | Added |
| Blair William & Co | 12,855 | $1.95M | 0.01% | −325−2.5% | Reduced |
| Quantbot Technologies LP | 12,112 | $1.83M | 0.11% | +11,764+3,380.5% | Added |
| Teachers Retirement System of the State of Kentucky | 12,102 | $1.83M | 0.02% | −600−4.7% | Reduced |
| Natixis Advisors, L.P. | 12,018 | $1.82M | 0.00% | +711+6.3% | Added |
| Pathstone Holdings, LLC | 11,903 | $1.80M | 0.01% | +11,903 | New |
| JustInvest LLC | 11,800 | $1.79M | 0.05% | +2,322+24.5% | Added |
| Citigroup Inc | 11,700 | $1.77M | 0.00% | +1,038+9.7% | Added |
| Susquehanna International Group, LLP | 10,850 | $1.64M | 0.00% | +1,381+14.6% | Added |
| CenterBook Partners LP | 10,415 | $1.58M | 0.19% | −1,062−9.3% | Reduced |
| STRS Ohio | 10,339 | $1.56M | 0.01% | −503−4.6% | Reduced |
| Hi-Line Capital Management, LLC | 10,048 | $1.52M | 0.59% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,960 | $1.51M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,908 | $1.50M | 0.00% | +5,219+111.3% | Added |
| Arizona State Retirement System | 9,798 | $1.48M | 0.01% | −481−4.7% | Reduced |
| CI Private Wealth, LLC | 9,551 | $1.45M | 0.00% | +4,747+98.8% | Added |
| Oregon Public Employees Retirement Fund | 9,543 | $1.45M | 0.03% | −300−3.0% | Reduced |
| Louisiana State Employees Retirement System | 9,500 | $1.44M | 0.03% | −400−4.0% | Reduced |
| River & Mercantile Asset Management LLP | 9,372 | $1.42M | 0.27% | −1,286−12.1% | Reduced |
| Ontario Teachers Pension Plan Board | 9,158 | $1.39M | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,113 | $1.38M | 0.13% | +3,701+68.4% | Added |
| Point72 Hong Kong Ltd | 8,980 | $1.36M | 0.08% | +8,980 | New |
| Royal Bank of Canada | 8,894 | $1.35M | 0.00% | −2,297−20.5% | Reduced |
| Raymond James Trust N.A. | 8,477 | $1.28M | 0.03% | +8+0.1% | Added |
| Thrivent Financial for Lutherans | 8,446 | $1.28M | 0.00% | −330−3.8% | Reduced |
| ClearAlpha Technologies LP | 8,343 | $1.26M | 0.48% | +8,343 | New |
| State of Michigan Retirement System | 8,119 | $1.23M | 0.01% | −300−3.6% | Reduced |
| Hancock Whitney Corp | 8,110 | $1.23M | 0.05% | −3,840−32.1% | Reduced |
| Sepio Capital, LP | 8,084 | $1.22M | 0.10% | −324−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 7,974 | $1.21M | 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 |
| Commerce Bank | 7,833 | $1.19M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,772 | $1.18M | 0.00% | −16,135−67.5% | Reduced |
| Neuberger Berman Group LLC | 7,725 | $1.17M | 0.00% | −2,511−24.5% | Reduced |
| New Mexico Educational Retirement Board | 7,700 | $1.17M | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,656 | $1.16M | 0.00% | +5,490+253.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,633 | $1.16M | 0.00% | +793+11.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,575 | $1.15M | 0.00% | −371−4.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,521 | $1.14M | 0.03% | −252−3.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,489 | $1.13M | 0.01% | −183−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,465 | $1.13M | 0.04% | −395−5.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,460 | $1.13M | 0.01% | +363+5.1% | Added |
| Janney Montgomery Scott LLC | 7,256 | $1.10M | 0.00% | +508+7.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 7,210 | $1.10M | 0.00% | +936+14.9% | Added |
| Captrust Financial Advisors | 7,240 | $1.10M | 0.00% | −50−0.7% | Reduced |
| Axq Capital, LP | 7,125 | $1.08M | 0.29% | +3,301+86.3% | Added |
| Handelsbanken Fonder AB | 7,100 | $1.07M | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,920 | $1.05M | 0.27% | +3,686+114.0% | Added |
| Castlekeep Investment Advisors LLC | 6,910 | $1.05M | 0.74% | +6,910 | New |
| Regions Financial Corp | 6,892 | $1.04M | 0.01% | −130−1.9% | Reduced |
| Cornercap Investment Counsel Inc | 6,872 | $1.04M | 0.17% | +476+7.4% | Added |
| Seven Eight Capital, LP | 6,851 | $1.04M | 0.12% | +6,851 | New |
| Wedge Capital Management L L P | 6,811 | $1.03M | 0.02% | +810+13.5% | Added |
| Point72 Middle East FZE | 6,803 | $1.03M | 0.07% | +6,803 | New |
| Federated Hermes, Inc. | 6,218 | $941.5K | 0.00% | −472−7.1% | Reduced |
| Tudor Investment Corp Et Al | 6,165 | $933.5K | 0.01% | +6,165 | New |
| Mackenzie Financial Corp | 6,133 | $928.7K | 0.00% | −377−5.8% | Reduced |
| Utah Retirement Systems | 6,080 | $920.6K | 0.01% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,039 | $914.0K | 0.56% | 00.0% | Unchanged |