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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
Point72 Asia (Singapore) Pte. Ltd.711$107.7K0.03%+711New
Covestor Ltd673$102.0K0.07%+227+50.9%Added
Quadrant Capital Group LLC591$89.5K0.01%+185+45.6%Added
Northwestern Mutual Wealth Management Co556$84.2K0.00%−38−6.4%Reduced
EntryPoint Capital, LLC544$82.4K0.08%+544New
Ronald Blue Trust, Inc.617$80.0K0.00%+90+17.1%Added
EverSource Wealth Advisors, LLC483$73.1K0.01%+41+9.3%Added
Kapitalo Investimentos Ltda456$69.0K0.01%−1,468−76.3%Reduced
Smithfield Trust Co435$66.0K0.00%00.0%Unchanged
GAMMA Investing LLC419$62.4K0.02%+419New
Truvestments Capital LLC330$50.0K0.02%00.0%Unchanged
Whittier Trust Co325$49.2K0.00%−1−0.3%Reduced
Ci Investments Inc.270$41.0K0.00%+120+80.0%Added
IFP Advisors, Inc257$38.8K0.00%−65−20.2%Reduced
Fifth Third Bancorp236$35.7K0.00%−36−13.2%Reduced
Nomura Asset Management Co Ltd220$33.3K0.00%00.0%Unchanged
First Horizon Advisors, Inc.216$32.7K0.00%00.0%Unchanged
Farther Finance Advisors, LLC208$31.5K0.00%+50+31.6%Added
WealthCollab, LLC193$29.2K0.02%+193New
Steward Partners Investment Advisory, LLC174$26.3K0.00%+73+72.3%Added
Lindbrook Capital, LLC162$24.5K0.00%+72+80.0%Added
Investors Research Corp150$22.7K0.01%00.0%Unchanged
GWM Advisors LLC140$21.2K0.00%−495−78.0%Reduced
Abich Financial Wealth Management LLC131$19.8K0.02%+131New
Bartlett & Co. Wealth Management LLC125$19.1K0.00%+125New
Bartlett & Co. LLC125$19.0K0.00%+125New
Quarry LP123$18.6K0.01%−46−27.2%Reduced
Loomis Sayles & Co L P110$17.0K0.00%+35+46.7%Added
Bell Investment Advisors, Inc95$14.4K0.00%+10+11.8%Added
Bokf, NA84$12.7K0.00%−10−10.6%Reduced
Umb Bank N A74$11.2K0.00%−27−26.7%Reduced
Plante Moran Financial Advisors, LLC73$11.1K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC61$9.24K0.01%+61New
Delta Asset Management LLC53$8.03K0.00%00.0%Unchanged
Promethos Capital, LLC50$7.57K0.01%+50New
Natixis48$7.27K0.00%−3,352−98.6%Reduced
Denali Advisors LLC48$7.27K0.00%+8+20.0%Added
Massmutual Trust Co FSB46$6.96K0.00%+4+9.5%Added
Allworth Financial LP45$6.82K0.00%+17+60.7%Added
Indiana Trust & Investment Management CO44$6.66K0.00%00.0%Unchanged
Private Trust Co NA40$6.06K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.35$5.00K0.00%00.0%Unchanged
Creative Financial Designs Inc33$5.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC31$4.69K0.00%+31New
JFS Wealth Advisors, LLC29$4.39K0.00%−2−6.5%Reduced
Key Financial Inc27$4.09K0.00%00.0%Unchanged
CVA Family Office, LLC25$3.79K0.00%+25New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.25$3.66K0.00%00.0%Unchanged
First Manhattan Co23$3.63K0.00%+23New
Moisand Fitzgerald Tamayo, LLC22$3.33K0.00%00.0%Unchanged
Venturi Wealth Management, LLC21$3.18K0.00%+21New
Asset Dedication, LLC23$3.00K0.00%00.0%Unchanged
FSA Wealth Management LLC23$3.00K0.00%+23New
LGT Financial Advisors LLC18$2.73K0.00%00.0%Unchanged
Versant Capital Management, Inc18$2.73K0.00%+9+100.0%Added
Hobbs Group Advisors, LLC17$2.57K0.00%+17New
Farmers & Merchants Investments Inc16$2.42K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC14$2.12K0.00%+14New
JJJ Advisors Inc.13$1.97K0.00%−2−13.3%Reduced
Glassman Wealth Services13$1.97K0.00%−1−7.1%Reduced
Macroview Investment Management LLC12$1.82K0.00%−13−52.0%Reduced
Private Wealth Management Group, LLC12$1.82K0.00%+12New
Motco12$1.82K0.00%00.0%Unchanged
M&R Capital Management Inc11$1.67K0.00%00.0%Unchanged
Johnson Financial Group, Inc.10$1.51K0.00%+10New
DiNuzzo Private Wealth, Inc.10$1.51K0.00%+10New
Global Retirement Partners, LLC9$1.33K0.00%+2+28.6%Added
SJS Investment Consulting Inc.8$1.21K0.00%−8−50.0%Reduced
Avion Wealth4$1.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC6$9090.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6$9090.00%+6New
Raleigh Capital Management Inc.5$8010.00%00.0%Unchanged
Arlington Trust Co LLC5$7570.00%+5New
Bogart Wealth, LLC4$6060.00%00.0%Unchanged
Geneos Wealth Management Inc.4$6060.00%+4New
Parkside Financial Bank & Trust3$4550.00%−1−25.0%Reduced
Delos Wealth Advisors, LLC3$4550.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$4550.00%00.0%Unchanged
Central Trust Co3$4550.00%+3New
Baystate Wealth Management LLC2$3410.00%+2Added
Tfo-TDC, LLC2$3030.00%00.0%Unchanged
AdvisorNet Financial, Inc2$3030.00%+2New
Smartleaf Asset Management LLC0$1520.00%0New
Abound Wealth Management0$460.00%0New
Financial Management Professionals, Inc.3$00.00%00.0%Unchanged
Harvest Fund Management Co., Ltd2$00.00%00.0%Unchanged
EdgePoint Investment Group Inc.0$00.00%−1,832,474−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−55,062−100.0%Sold out
Maltese Capital Management LLC0$00.00%−33,300−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−32,242−100.0%Sold out
Gillson Capital LP0$00.00%−22,510−100.0%Sold out
Schroder Investment Management Group0$00.00%−15,234−100.0%Sold out
Genus Capital Management Inc.0$00.00%−13,400−100.0%Sold out
Walleye Capital LLC0$00.00%−10,897−100.0%Sold out
Toronto Dominion Bank0$00.00%−8,603−100.0%Sold out
XTX Topco Ltd0$00.00%−6,777−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−5,118−100.0%Sold out
Twinbeech Capital LP0$00.00%−4,869−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−4,509−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−4,103−100.0%Sold out