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, Q1 2024
Institutional positions in Affiliated Managers Group, Inc. as of Mar 31, 2024. 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
- 403
- +23 vs. Q4 2023
- Shares held
- 30.5M
- −1.01M (−3.2%) vs. Q4 2023
- Total value
- $5.10B
- +$333.7M (+7.0%) vs. Q4 2023
- New holders
- 60
- 120 more added
- Sold out
- 37
- 150 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,594,683 | $602.0M | 0.01% | −73,363−2.0% | Reduced |
| BlackRock Inc. | 3,234,519 | $541.7M | 0.01% | −74,878−2.3% | Reduced |
| Morgan Stanley | 2,494,401 | $417.7M | 0.03% | −92,442−3.6% | Reduced |
| Clarkston Capital Partners, LLC | 1,877,459 | $314.4M | 5.55% | −351,523−15.8% | Reduced |
| FMR LLC | 1,675,420 | $280.6M | 0.02% | +4,977+0.3% | Added |
| Ariel Investments, LLC | 1,327,009 | $222.2M | 2.19% | +84,313+6.8% | Added |
| State Street Corp | 1,055,144 | $176.7M | 0.01% | +20,584+2.0% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 837,878 | $140.3M | 5.39% | −44,497−5.0% | Reduced |
| Dimensional Fund Advisors LP | 796,064 | $133.3M | 0.04% | +24,960+3.2% | Added |
| Lyrical Asset Management LP | 697,858 | $116.9M | 1.74% | +18,843+2.8% | Added |
| Kiltearn Partners LLP | 675,214 | $112.0M | 10.35% | −128,600−16.0% | Reduced |
| Geode Capital Management, LLC | 555,514 | $93.0M | 0.01% | −39,571−6.6% | Reduced |
| Invesco Ltd. | 522,083 | $87.4M | 0.02% | +200,033+62.1% | Added |
| Allianz Asset Management GmbH | 496,073 | $83.1M | 0.14% | −15,885−3.1% | Reduced |
| Channing Capital Management, LLC | 433,386 | $72.6M | 1.95% | −41,156−8.7% | Reduced |
| Norges Bank | 407,297 | $68.2M | 0.01% | −30,050−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 357,772 | $59.9M | 0.01% | +7,388+2.1% | Added |
| Bank of New York Mellon Corp | 348,201 | $58.3M | 0.01% | −41,027−10.5% | Reduced |
| LGT Capital Partners Ltd. | 346,330 | $58.0M | 1.81% | −47,000−11.9% | Reduced |
| Spyglass Capital Management LLC | 328,745 | $55.1M | 3.67% | −13,395−3.9% | Reduced |
| Bruni J V & Co | 308,768 | $51.7M | 6.14% | −3,500−1.1% | Reduced |
| Northern Trust Corp | 303,940 | $50.9M | 0.01% | +5,300+1.8% | Added |
| Marshall Wace, LLP | 286,248 | $47.9M | 0.08% | −52,401−15.5% | Reduced |
| Qube Research & Technologies Ltd | 245,513 | $41.1M | 0.07% | +110,616+82.0% | Added |
| LSV Asset Management | 238,504 | $39.9M | 0.08% | +23,454+10.9% | Added |
| D. E. Shaw & Co., Inc. | 237,413 | $39.8M | 0.05% | −63,830−21.2% | Reduced |
| Citadel Advisors LLC | 218,963 | $36.7M | 0.04% | −142,872−39.5% | Reduced |
| Raymond James & Associates | 214,133 | $35.9M | 0.02% | −24,752−10.4% | Reduced |
| JPMorgan Chase & Co | 183,788 | $30.8M | 0.00% | +4,958+2.8% | Added |
| Jacobs Levy Equity Management, Inc | 177,530 | $29.7M | 0.13% | +47,239+36.3% | Added |
| New York State Common Retirement Fund | 171,690 | $28.8M | 0.04% | +10,315+6.4% | Added |
| Bank of America Corp | 148,049 | $24.8M | 0.00% | −13,414−8.3% | Reduced |
| Goldman Sachs Group Inc | 132,011 | $22.1M | 0.00% | −6,414−4.6% | Reduced |
| First Trust Advisors LP | 128,593 | $21.5M | 0.02% | −4,361−3.3% | Reduced |
| Bridgewater Associates, LP | 127,476 | $21.3M | 0.11% | +116+0.1% | Added |
| Principal Financial Group Inc | 127,342 | $21.3M | 0.01% | +3,148+2.5% | Added |
| Assenagon Asset Management S.A. | 115,433 | $19.3M | 0.05% | −32,810−22.1% | Reduced |
| Macquarie Group Ltd | 107,446 | $18.0M | 0.02% | −2,370−2.2% | Reduced |
| Reinhart Partners, Inc. | 107,339 | $18.0M | 0.73% | −4,971−4.4% | Reduced |
| Retirement Systems of Alabama | 104,939 | $17.6M | 0.07% | +111+0.1% | Added |
| Rhumbline Advisers | 102,256 | $17.1M | 0.02% | −5,173−4.8% | Reduced |
| North Star Asset Management Inc | 99,817 | $16.7M | 0.79% | +2,343+2.4% | Added |
| Millennium Management LLC | 96,684 | $16.2M | 0.01% | −209,061−68.4% | Reduced |
| Nuveen Asset Management, LLC | 92,710 | $15.5M | 0.00% | −5,725−5.8% | Reduced |
| Man Group plc | 91,060 | $15.2M | 0.04% | +6,848+8.1% | Added |
| Basswood Capital Management, L.L.C. | 90,481 | $15.2M | 0.88% | +90,481 | New |
| UBS Asset Management Americas Inc | 87,690 | $14.7M | 0.01% | +3,058+3.6% | Added |
| Point72 Asset Management, L.P. | 80,857 | $13.5M | 0.04% | +80,857 | New |
| Penn Capital Management Co Inc | 80,452 | $13.5M | 1.20% | +26,384+48.8% | Added |
| Russell Investments Group, Ltd. | 78,279 | $13.1M | 0.02% | +789+1.0% | Added |
| Franklin Resources Inc | 73,582 | $12.3M | 0.00% | +26,749+57.1% | Added |
| Cambria Investment Management, L.P. | 73,134 | $12.2M | 0.73% | +10,225+16.3% | Added |
| California Public Employees Retirement System | 72,883 | $12.2M | 0.01% | −3,274−4.3% | Reduced |
| Prana Capital Management, LP | 71,032 | $11.9M | 0.53% | −5,774−7.5% | Reduced |
| Wallace Capital Management Inc. | 70,306 | $11.8M | 1.61% | −1,252−1.7% | Reduced |
| Price T Rowe Associates Inc | 69,919 | $11.7M | 0.00% | +2,190+3.2% | Added |
| Wells Fargo & Company | 68,073 | $11.4M | 0.00% | −2,774−3.9% | Reduced |
| Fisher Asset Management, LLC | 67,459 | $11.3M | 0.01% | +4,539+7.2% | Added |
| Swiss National Bank | 66,700 | $11.2M | 0.01% | −2,400−3.5% | Reduced |
| Polar Capital Holdings Plc | 66,116 | $11.1M | 0.07% | −865−1.3% | Reduced |
| Parkwood LLC | 66,107 | $11.1M | 1.17% | +7,342+12.5% | Added |
| Alliancebernstein L.P. | 62,086 | $10.4M | 0.00% | +4,985+8.7% | Added |
| Credit Suisse AG | 62,051 | $10.4M | 0.01% | +366+0.6% | Added |
| Renaissance Technologies LLC | 56,700 | $9.50M | 0.01% | −48,300−46.0% | Reduced |
| Legal & General Group Plc | 52,305 | $8.76M | 0.00% | +384+0.7% | Added |
| Los Angeles Capital Management LLC | 52,043 | $8.72M | 0.03% | +924+1.8% | Added |
| New York State Teachers Retirement System | 51,901 | $8.69M | 0.02% | −300−0.6% | Reduced |
| Algert Global LLC | 51,048 | $8.55M | 0.33% | +2,120+4.3% | Added |
| UBS Group AG | 48,580 | $8.14M | 0.00% | +1,400+3.0% | Added |
| Brandywine Global Investment Management, LLC | 48,189 | $8.07M | 0.06% | +567+1.2% | Added |
| SEI Investments Co | 48,185 | $8.07M | 0.01% | +13,968+40.8% | Added |
| Ameriprise Financial Inc | 46,877 | $7.85M | 0.00% | −956−2.0% | Reduced |
| American International Group, Inc. | 44,750 | $7.49M | 0.03% | −925−2.0% | Reduced |
| Deutsche Bank AG | 42,901 | $7.18M | 0.00% | −1,335−3.0% | Reduced |
| Nordea Investment Management AB | 42,700 | $7.16M | 0.01% | −704−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 41,923 | $7.02M | 0.08% | −37,777−47.4% | Reduced |
| Barclays PLC | 40,522 | $6.79M | 0.00% | +4,228+11.6% | Added |
| Storebrand Asset Management AS | 40,408 | $6.77M | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,184 | $6.73M | 0.01% | +40,184 | New |
| AXA S.A. | 40,036 | $6.70M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 39,748 | $6.66M | 0.01% | +904+2.3% | Added |
| Truist Financial Corp | 38,353 | $6.42M | 0.01% | +353+0.9% | Added |
| State Board of Administration of Florida Retirement System | 45,074 | $6.42M | 0.02% | +13,206+41.4% | Added |
| Envestnet Asset Management Inc | 35,846 | $6.00M | 0.00% | −6,141−14.6% | Reduced |
| Calamos Advisors LLC | 35,430 | $5.93M | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 34,196 | $5.73M | 0.01% | −3,192−8.5% | Reduced |
| Voya Investment Management LLC | 33,779 | $5.66M | 0.01% | +2,292+7.3% | Added |
| State of Wisconsin Investment Board | 33,628 | $5.63M | 0.01% | −189−0.6% | Reduced |
| Treasurer of the State of North Carolina | 32,945 | $5.52M | 0.02% | −398−1.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,618 | $5.46M | 0.02% | −9,758−23.0% | Reduced |
| Texas Permanent School Fund | 29,589 | $4.96M | 0.04% | +383+1.3% | Added |
| Manufacturers Life Insurance Company, The | 28,787 | $4.82M | 0.00% | +1,586+5.8% | Added |
| Assetmark, Inc | 28,090 | $4.70M | 0.02% | −14,632−34.2% | Reduced |
| Pinebridge Investments, L.P. | 27,804 | $4.66M | 0.04% | +27,804 | New |
| Great West Life Assurance Co | 27,367 | $4.58M | 0.01% | +668+2.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,000 | $4.35M | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 25,408 | $4.26M | 0.01% | +25,408 | New |
| Holocene Advisors, LP | 25,056 | $4.20M | 0.02% | +862+3.6% | Added |
| Martingale Asset Management L P | 24,672 | $4.13M | 0.08% | +24,672 | New |
| State of Tennessee, Treasury Department | 24,537 | $4.11M | 0.02% | +1,592+6.9% | Added |