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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $335 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $335 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $503 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $503 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $670 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $670 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 4 | $670 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 5 | $837 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 7 | $1.10K | 0.00% | +7 | New |
| Global Retirement Partners, LLC | 7 | $1.17K | 0.00% | −2−22.2% | Reduced |
| Spire Wealth Management | 10 | $1.60K | 0.00% | +10 | New |
| Johnson Financial Group, Inc. | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.68K | 0.00% | +2+25.0% | Added |
| Huntington National Bank | 10 | $1.68K | 0.00% | +10 | New |
| Motco | 11 | $1.84K | 0.00% | −1−8.3% | Reduced |
| Private Wealth Management Group, LLC | 12 | $2.01K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $2.01K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $2.35K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 16 | $2.68K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $2.68K | 0.00% | +16 | New |
| Westend Capital Management, LLC | 16 | $2.68K | 0.00% | +16 | New |
| West Paces Advisors Inc. | 16 | $2.68K | 0.00% | +16 | New |
| Allspring Global Investments Holdings, LLC | 18 | $3.01K | 0.00% | −17,450−99.9% | Reduced |
| Versant Capital Management, Inc | 18 | $3.01K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $3.01K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $3.03K | 0.00% | +20 | New |
| Creative Financial Designs Inc | 20 | $3.35K | 0.00% | −13−39.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.69K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 22 | $3.69K | 0.00% | +1+4.8% | Added |
| FSA Wealth Management LLC | 23 | $3.85K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 23 | $4.02K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $4.19K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $4.19K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $4.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $5.03K | 0.00% | +1+3.4% | Added |
| Webster Bank, N. A. | 33 | $5.53K | 0.00% | +33 | New |
| Private Trust Co NA | 34 | $5.69K | 0.00% | −6−15.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $7.20K | 0.00% | −2−4.4% | Reduced |
| Massmutual Trust Co FSB | 46 | $7.70K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 53 | $8.79K | 0.00% | −31−36.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53 | $8.88K | 0.00% | +53 | New |
| Delta Asset Management LLC | 53 | $8.88K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 54 | $9.04K | 0.00% | −20−27.0% | Reduced |
| Natixis | 58 | $9.71K | 0.00% | +10+20.8% | Added |
| Frazier Financial Advisors, LLC | 61 | $10.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 71 | $11.9K | 0.00% | +71 | New |
| Plante Moran Financial Advisors, LLC | 73 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 93 | $15.6K | 0.01% | +93 | New |
| Bell Investment Advisors, Inc | 95 | $15.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 115 | $19.3K | 0.00% | −25−17.9% | Reduced |
| CoreCap Advisors, LLC | 127 | $21.3K | 0.00% | +127 | New |
| Investors Research Corp | 150 | $25.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 173 | $29.0K | 0.00% | +11+6.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 183 | $30.6K | 0.01% | +183 | New |
| IFP Advisors, Inc | 190 | $31.7K | 0.00% | −67−26.1% | Reduced |
| Abich Financial Wealth Management LLC | 191 | $32.0K | 0.02% | +60+45.8% | Added |
| WealthCollab, LLC | 193 | $32.3K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 216 | $36.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $36.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 229 | $38.0K | 0.00% | +21+10.1% | Added |
| Denali Advisors LLC | 254 | $42.5K | 0.01% | +206+429.2% | Added |
| Fifth Third Bancorp | 264 | $44.2K | 0.00% | +28+11.9% | Added |
| Ci Investments Inc. | 309 | $52.0K | 0.00% | +39+14.4% | Added |
| Whittier Trust Co | 325 | $54.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $55.3K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 410 | $68.0K | 0.00% | −25−5.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 450 | $75.4K | 0.02% | −261−36.7% | Reduced |
| Ronald Blue Trust, Inc. | 463 | $77.5K | 0.00% | −154−25.0% | Reduced |
| EverSource Wealth Advisors, LLC | 507 | $79.1K | 0.01% | +24+5.0% | Added |
| GAMMA Investing LLC | 479 | $80.2K | 0.02% | +60+14.3% | Added |
| State of Wyoming | 532 | $89.1K | 0.01% | +532 | New |
| Northwestern Mutual Wealth Management Co | 543 | $90.9K | 0.00% | −13−2.3% | Reduced |
| Covestor Ltd | 544 | $91.0K | 0.06% | −129−19.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 560 | $93.8K | 0.00% | +386+221.8% | Added |
| Quadrant Capital Group LLC | 600 | $100.5K | 0.01% | +9+1.5% | Added |
| Advisor Group Holdings, Inc. | 637 | $106.7K | 0.00% | −3,633−85.1% | Reduced |
| KBC Group NV | 714 | $120.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 802 | $133.0K | 0.00% | +802 | New |
| Signaturefd, LLC | 921 | $154.2K | 0.00% | +48+5.5% | Added |
| Impact Partnership Wealth, LLC | 975 | $163.3K | 0.06% | −173−15.1% | Reduced |
| Bessemer Group Inc | 1,069 | $179.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,105 | $183.8K | 0.04% | +1,105 | Added |
| DekaBank Deutsche Girozentrale | 1,143 | $189.0K | 0.00% | −1,718−60.0% | Reduced |
| EMC Capital Management | 1,190 | $199.0K | 0.12% | +253+27.0% | Added |
| Parallel Advisors, LLC | 1,197 | $200.5K | 0.01% | +2+0.2% | Added |
| Panagora Asset Management Inc | 1,198 | $200.6K | 0.00% | +1,198 | New |
| Integrated Investment Consultants, LLC | 1,200 | $201.0K | 0.06% | −150−11.1% | Reduced |
| Gamco Investors, Inc. Et Al | 1,200 | $201.0K | 0.00% | +1,200 | New |
| Dorsey & Whitney Trust CO LLC | 1,206 | $202.0K | 0.01% | +1,206 | New |
| Private Advisor Group, LLC | 1,214 | $203.3K | 0.00% | +1,214 | New |