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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 5,890 | $891.9K | 0.00% | +2,100+55.4% | Added |
| Duality Advisers, LP | 5,730 | $867.6K | 0.09% | −132−2.3% | Reduced |
| Two Sigma Advisers, LP | 5,700 | $863.1K | 0.00% | −100−1.7% | Reduced |
| Guggenheim Capital LLC | 5,556 | $841.3K | 0.01% | +3,199+135.7% | Added |
| True Wealth Design, LLC | 5,532 | $837.7K | 0.24% | +398+7.8% | Added |
| Petrus Trust Company, LTA | 5,520 | $835.8K | 0.08% | +5,520 | New |
| Alberta Investment Management Corp | 5,500 | $832.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,500 | $832.8K | 0.01% | +200+3.8% | Added |
| Cresset Asset Management, LLC | 5,468 | $828.0K | 0.01% | +238+4.6% | Added |
| Pacer Advisors, Inc. | 5,082 | $769.5K | 0.00% | +928+22.3% | Added |
| Centiva Capital, LP | 5,044 | $763.8K | 0.05% | +5,044 | New |
| BNP Paribas Arbitrage, SA | 4,853 | $734.8K | 0.00% | +716+17.3% | Added |
| Mercer Global Advisors Inc | 4,421 | $669.0K | 0.00% | +452+11.4% | Added |
| Bayesian Capital Management, LP | 4,400 | $666.2K | 0.07% | +4,400 | New |
| Xponance, Inc. | 4,320 | $654.1K | 0.01% | −177−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,270 | $646.6K | 0.00% | +645+17.8% | Added |
| Pictet Asset Management Holding SA | 4,247 | $643.1K | 0.00% | −286−6.3% | Reduced |
| Wilkinson Global Asset Management LLC | 4,103 | $621.3K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,070 | $616.3K | 0.01% | −104−2.5% | Reduced |
| Kendall Capital Management | 4,035 | $611.0K | 0.24% | +10+0.2% | Added |
| Mariner, LLC | 4,031 | $610.4K | 0.00% | +1,474+57.6% | Added |
| Tower Research Capital LLC (TRC) | 4,004 | $606.3K | 0.01% | −2,001−33.3% | Reduced |
| New York Life Investment Management LLC | 3,928 | $594.8K | 0.01% | +131+3.5% | Added |
| Sequoia Financial Advisors, LLC | 3,895 | $589.8K | 0.01% | +3,895 | New |
| Public Employees Retirement Association of Colorado | 3,819 | $578.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,805 | $576.2K | 0.12% | +3,805 | New |
| Lecap Asset Management Ltd | 3,801 | $575.5K | 0.21% | +3,801 | New |
| Prudential PLC | 3,761 | $569.5K | 0.01% | +3,761 | New |
| Hillsdale Investment Management Inc. | 3,750 | $567.8K | 0.05% | −50−1.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,726 | $564.2K | 0.19% | +55+1.5% | Added |
| Welch & Forbes LLC | 3,650 | $552.7K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 3,600 | $545.1K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 3,446 | $521.8K | 0.00% | +620+21.9% | Added |
| Ironwood Investment Counsel, LLC | 3,280 | $496.7K | 0.09% | −200−5.7% | Reduced |
| Wade G W & Inc | 3,225 | $488.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,224 | $488.0K | 0.02% | +1,013+45.8% | Added |
| Trexquant Investment LP | 3,153 | $477.4K | 0.01% | +3,153 | New |
| Radnor Capital Management, LLC | 3,120 | $472.0K | 0.09% | −600−16.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,111 | $471.1K | 0.01% | −1,176−27.4% | Reduced |
| Cornerstone Investment Partners, LLC | 3,101 | $469.6K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 3,100 | $469.4K | 0.00% | +191+6.6% | Added |
| HighTower Advisors, LLC | 3,039 | $460.0K | 0.00% | −587−16.2% | Reduced |
| RMB Capital Management, LLC | 3,000 | $454.3K | 0.01% | −1,000−25.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,973 | $450.0K | 0.00% | +2,973 | New |
| FORA Capital, LLC | 2,902 | $439.4K | 0.04% | +2,902 | New |
| DekaBank Deutsche Girozentrale | 2,861 | $436.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 2,877 | $435.6K | 0.01% | +2,877 | New |
| Securian Asset Management, Inc | 2,853 | $432.0K | 0.01% | −115−3.9% | Reduced |
| Nebula Research & Development LLC | 2,843 | $430.5K | 0.13% | +2,843 | New |
| Relative Value Partners Group, LLC | 2,737 | $414.4K | 0.03% | +12+0.4% | Added |
| Maryland State Retirement & Pension System | 2,720 | $411.9K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,715 | $411.1K | 0.01% | −18−0.7% | Reduced |
| Creative Planning | 2,620 | $396.7K | 0.00% | +208+8.6% | Added |
| Vestcor Inc | 2,611 | $395.0K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,577 | $390.2K | 0.05% | +2,577 | New |
| Harbor Advisors LLC | 2,500 | $378.6K | 0.07% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,488 | $377.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,484 | $376.8K | 0.00% | +2,484 | New |
| CWM, LLC | 2,452 | $371.0K | 0.00% | −161−6.2% | Reduced |
| Cetera Advisor Networks LLC | 2,443 | $369.9K | 0.00% | −16−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,351 | $356.0K | 0.03% | −5−0.2% | Reduced |
| Winton Group Ltd | 2,340 | $354.3K | 0.03% | +585+33.3% | Added |
| Cubic Asset Management, LLC | 2,329 | $352.7K | 0.09% | 00.0% | Unchanged |
| National Bank of Canada | 2,352 | $352.0K | 0.00% | +1,888+406.9% | Added |
| Coldstream Capital Management Inc | 2,313 | $350.2K | 0.01% | +59+2.6% | Added |
| Verition Fund Management LLC | 2,292 | $347.1K | 0.00% | −138−5.7% | Reduced |
| Crossmark Global Holdings, Inc. | 2,284 | $346.0K | 0.01% | −263−10.3% | Reduced |
| Toroso Investments, LLC | 2,285 | $346.0K | 0.01% | −231−9.2% | Reduced |
| United Capital Financial Advisers, LLC | 2,285 | $345.9K | 0.00% | +2,285 | New |
| MQS Management LLC | 2,259 | $342.1K | 0.19% | +2,259 | New |
| M&T Bank Corp | 2,184 | $330.7K | 0.00% | +74+3.5% | Added |
| Edgestream Partners, L.P. | 2,095 | $317.2K | 0.02% | −2,333−52.7% | Reduced |
| Convergence Investment Partners, LLC | 2,056 | $311.0K | 0.16% | +2,056 | New |
| Handelsinvest Investeringsforvaltning | 1,994 | $302.0K | 0.12% | +1,994 | New |
| Cadent Capital Advisors, LLC | 1,913 | $289.7K | 0.15% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,831 | $277.2K | 0.01% | −3−0.2% | Reduced |
| Greenleaf Trust | 1,822 | $275.9K | 0.00% | +115+6.7% | Added |
| Nicolet Bankshares Inc | 1,798 | $272.3K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,779 | $269.4K | 0.00% | −114−6.0% | Reduced |
| Partnership Wealth Management, LLC | 1,803 | $268.4K | 0.20% | +1,803 | New |
| Shell Asset Management Co | 1,755 | $266.0K | 0.01% | +384+28.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,715 | $259.7K | 0.00% | +1,715 | New |
| Allegheny Financial Group LTD | 1,698 | $257.1K | 0.08% | 00.0% | Unchanged |
| Forte Capital LLC | 1,641 | $248.5K | 0.03% | +70+4.5% | Added |
| Investment Partners, Ltd. | 1,555 | $235.5K | 0.12% | +1,555 | New |
| L2 Asset Management, LLC | 1,544 | $233.8K | 0.10% | +1,544 | New |
| Bank of New Hampshire | 1,522 | $230.5K | 0.07% | −586−27.8% | Reduced |
| Alyeska Investment Group, L.P. | 1,485 | $224.9K | 0.00% | +1,485 | New |
| Shelton Capital Management | 1,458 | $220.8K | 0.01% | −270−15.6% | Reduced |
| Forum Financial Management, LP | 1,377 | $208.5K | 0.00% | +1,377 | New |
| Intech Investment Management LLC | 1,359 | $205.8K | 0.00% | −2,938−68.4% | Reduced |
| Quent Capital, LLC | 1,354 | $205.0K | 0.03% | +69+5.4% | Added |
| Integrated Investment Consultants, LLC | 1,350 | $204.4K | 0.06% | +1,350 | New |
| Tolleson Wealth Management, Inc. | 1,319 | $200.0K | 0.04% | +1,319 | New |
| Parallel Advisors, LLC | 1,195 | $180.9K | 0.01% | +919+333.0% | Added |
| Impact Partnership Wealth, LLC | 1,148 | $173.8K | 0.06% | +1,148 | New |
| Bessemer Group Inc | 1,069 | $162.0K | 0.00% | +41+4.0% | Added |
| EMC Capital Management | 937 | $142.0K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 873 | $132.2K | 0.00% | +430+97.1% | Added |
| KBC Group NV | 714 | $108.0K | 0.00% | +163+29.6% | Added |