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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

Q1 2024 vs. Q4 2023

How the institutions holding Affiliated Managers Group, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of AMG: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3866403+23
Shares31.5M38.1K30.5M−1.01M (−3.2%)
Value$4.77B$5.77M$5.10B+$333.7M (+7.0%)

6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held Affiliated Managers Group, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to AMG in Q1 2024
InstitutionSharesValue% of portfolio
Basswood Capital Management, L.L.C.90,481$15.2M0.88%
Point72 Asset Management, L.P.80,857$13.5M0.04%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main40,184$6.73M0.01%
Pinebridge Investments, L.P.27,804$4.66M0.04%
Danske Bank A/S25,408$4.26M0.01%
Martingale Asset Management L P24,672$4.13M0.08%
Susquehanna Fundamental Investments, LLC24,449$4.09M0.19%
Genus Capital Management Inc.20,600$3.45M0.45%
Voloridge Investment Management, LLC14,268$2.39M0.01%
Algebris (UK) Ltd13,914$2.16M0.96%
Mission Wealth Management, LP11,093$1.86M0.05%
Redwood Investment Management, LLC9,026$1.51M0.15%
SkyView Investment Advisors, LLC5,247$879.0K0.16%
Invst, LLC4,898$812.5K0.10%
Cipher Capital LP4,410$738.5K0.34%
Gsa Capital Partners LLP4,254$712.0K0.06%
Colony Group, LLC4,163$697.0K0.01%
ISAM Funds (UK) Ltd3,973$665.4K0.38%
Central Pacific Bank - Trust Division3,763$624.2K0.08%
Pearl River Capital, LLC3,699$619.5K0.10%
Cetera Investment Advisers3,486$583.8K0.00%
Maverick Capital LtdSuperinvestorMaverick Capital3,464$580.1K0.01%
Custom Index Systems, LLC3,037$508.6K0.29%
AdvisorShares Investments LLC3,000$502.4K0.08%
Burney Co2,780$465.6K0.02%
Point72 (DIFC) Ltd2,538$425.0K0.03%
Sheets Smith Wealth Management2,454$411.0K0.05%
Burns Matteson Capital Management, LLC2,360$395.2K0.26%
Gabelli Funds LLC2,250$376.8K0.00%
Agf Management Ltd2,183$365.6K0.00%
Virtu Financial LLC2,106$353.0K0.03%
Prelude Capital Management, LLC2,009$336.4K0.02%
XTX Topco Ltd1,889$316.4K0.04%
Keebeck Alpha, LP1,750$293.1K0.19%
Callan Capital, LLC1,744$292.1K0.03%
Inceptionr LLC1,739$291.2K0.07%
Abacus Planning Group, Inc.1,616$270.6K0.05%
Empirical Asset Management, LLC1,400$234.5K0.11%
Weiss Asset Management LP1,237$207.2K0.01%
Private Advisor Group, LLC1,214$203.3K0.00%
Dorsey & Whitney Trust CO LLC1,206$202.0K0.01%
Gamco Investors, Inc. Et Al1,200$201.0K0.00%
Panagora Asset Management Inc1,198$200.6K0.00%
CIBC Private Wealth Group, LLC802$133.0K0.00%
State of Wyoming532$89.1K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.183$30.6K0.01%
CoreCap Advisors, LLC127$21.3K0.00%
Rise Advisors, LLC93$15.6K0.01%
Jones Financial Companies LLLP71$11.9K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC53$8.88K0.00%
Webster Bank, N. A.33$5.53K0.00%
Mather Group, LLC.20$3.03K0.00%
South State Corp.16$2.68K0.00%
Westend Capital Management, LLC16$2.68K0.00%
West Paces Advisors Inc.16$2.68K0.00%
Tortoise Investment Management, LLC14$2.35K0.00%
Huntington National Bank10$1.68K0.00%
Spire Wealth Management10$1.60K0.00%
Semmax Financial Advisors Inc.7$1.10K0.00%
Mine & Arao Wealth Creation & Management, LLC.4$6700.00%

Sold out (37)

Institutions that held Affiliated Managers Group, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of AMG in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Weiss Multi-Strategy Advisers LLC62,838$9.52M
Canada Pension Plan Investment Board55,500$8.40M
BI Asset Management Fondsmaeglerselskab A/S21,163$3.21M
Bank of Nova Scotia13,700$2.07M
Capital Fund Management S.A.13,433$2.03M
AIA Group Ltd7,854$1.19M
Squarepoint Ops LLC7,772$1.18M
Connor, Clark & Lunn Investment Management Ltd.7,489$1.13M
Point72 Middle East FZE6,803$1.03M
Mercer Global Advisors Inc4,421$669.0K
Bayesian Capital Management, LP4,400$666.2K
Sequoia Financial Advisors, LLC3,895$589.8K
Prudential PLC3,761$569.5K
RMB Capital Management, LLC3,000$454.3K
FORA Capital, LLC2,902$439.4K
Southeast Asset Advisors Inc.2,577$390.2K
AE Wealth Management LLC2,484$376.8K
Cetera Advisor Networks LLC2,443$369.9K
Winton Group Ltd2,340$354.3K
MQS Management LLC2,259$342.1K
Edgestream Partners, L.P.2,095$317.2K
Alyeska Investment Group, L.P.1,485$224.9K
Intech Investment Management LLC1,359$205.8K
EntryPoint Capital, LLC544$82.4K
Kapitalo Investimentos Ltda456$69.0K
Bartlett & Co. Wealth Management LLC125$19.1K
Quarry LP123$18.6K
Loomis Sayles & Co L P110$17.0K
Indiana Trust & Investment Management CO44$6.66K
Exchange Traded Concepts, LLC31$4.69K
Turtle Creek Wealth Advisors, LLC14$2.12K
Glassman Wealth Services13$1.97K
M&R Capital Management Inc11$1.67K
Arlington Trust Co LLC5$757
Parkside Financial Bank & Trust3$455
Delos Wealth Advisors, LLC3$455
Abound Wealth Management0$46

Not filed for Q1 2024 yet (6)

Institutions that held Affiliated Managers Group, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMG in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC21,612$3.27M
Charles Carroll Financial Partners, LLC13,150$1.99M
Wade G W & Inc3,225$488.0K
Bartlett & Co. LLC125$19.0K
Hobbs Group Advisors, LLC17$2.57K
Baystate Wealth Management LLC2$341