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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 1,220 | $204.3K | 0.00% | −4,945−80.2% | Reduced |
| Weiss Asset Management LP | 1,237 | $207.2K | 0.01% | +1,237 | New |
| Handelsinvest Investeringsforvaltning | 1,313 | $220.0K | 0.11% | −681−34.2% | Reduced |
| Tolleson Wealth Management, Inc. | 1,319 | $221.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,338 | $224.1K | 0.06% | −184−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,365 | $228.6K | 0.01% | −2,639−65.9% | Reduced |
| Quent Capital, LLC | 1,366 | $228.8K | 0.03% | +12+0.9% | Added |
| Forum Financial Management, LP | 1,377 | $230.6K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,400 | $234.5K | 0.11% | +1,400 | New |
| Nebula Research & Development LLC | 1,422 | $238.1K | 0.05% | −1,421−50.0% | Reduced |
| Shelton Capital Management | 1,458 | $244.2K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,594 | $249.0K | 0.01% | −161−9.2% | Reduced |
| Investment Partners, Ltd. | 1,615 | $270.5K | 0.12% | +60+3.9% | Added |
| Abacus Planning Group, Inc. | 1,616 | $270.6K | 0.05% | +1,616 | New |
| ProShare Advisors LLC | 1,649 | $276.2K | 0.00% | −130−7.3% | Reduced |
| L2 Asset Management, LLC | 1,659 | $277.8K | 0.09% | +115+7.4% | Added |
| Partnership Wealth Management, LLC | 1,673 | $280.2K | 0.20% | −130−7.2% | Reduced |
| Inceptionr LLC | 1,739 | $291.2K | 0.07% | +1,739 | New |
| Callan Capital, LLC | 1,744 | $292.1K | 0.03% | +1,744 | New |
| Keebeck Alpha, LP | 1,750 | $293.1K | 0.19% | +1,750 | New |
| Cadent Capital Advisors, LLC | 1,767 | $295.9K | 0.12% | −146−7.6% | Reduced |
| Greenleaf Trust | 1,781 | $298.3K | 0.00% | −41−2.3% | Reduced |
| Forte Capital LLC | 1,782 | $298.4K | 0.04% | +141+8.6% | Added |
| Nicolet Bankshares Inc | 1,798 | $301.1K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,889 | $316.4K | 0.04% | +1,889 | New |
| Utah Retirement Systems | 1,900 | $318.2K | 0.00% | −4,180−68.8% | Reduced |
| M&T Bank Corp | 1,919 | $321.4K | 0.00% | −265−12.1% | Reduced |
| Centiva Capital, LP | 1,923 | $322.0K | 0.02% | −3,121−61.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,982 | $331.9K | 0.00% | +267+15.6% | Added |
| Prelude Capital Management, LLC | 2,009 | $336.4K | 0.02% | +2,009 | New |
| Fox Run Management, L.L.C. | 2,033 | $340.5K | 0.07% | −4,887−70.6% | Reduced |
| Virtu Financial LLC | 2,106 | $353.0K | 0.03% | +2,106 | New |
| United Capital Financial Advisers, LLC | 2,140 | $358.3K | 0.00% | −145−6.3% | Reduced |
| Agf Management Ltd | 2,183 | $365.6K | 0.00% | +2,183 | New |
| South Dakota Investment Council | 2,188 | $366.0K | 0.01% | −300−12.1% | Reduced |
| Captrust Financial Advisors | 2,197 | $368.0K | 0.00% | −5,043−69.7% | Reduced |
| Allegheny Financial Group LTD | 2,211 | $370.3K | 0.11% | +513+30.2% | Added |
| National Bank of Canada | 2,352 | $370.5K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 2,250 | $376.8K | 0.00% | +2,250 | New |
| Cubic Asset Management, LLC | 2,329 | $390.0K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,351 | $393.7K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,360 | $395.2K | 0.26% | +2,360 | New |
| Coldstream Capital Management Inc | 2,360 | $395.2K | 0.01% | +47+2.0% | Added |
| Guinness Asset Management LTD | 2,423 | $405.8K | 0.01% | −292−10.8% | Reduced |
| Relative Value Partners Group, LLC | 2,737 | $407.4K | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,454 | $411.0K | 0.05% | +2,454 | New |
| Harbor Advisors LLC | 2,500 | $418.7K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,414 | $419.0K | 0.00% | −625−20.6% | Reduced |
| CWM, LLC | 2,500 | $419.0K | 0.00% | +48+2.0% | Added |
| Ironwood Investment Counsel, LLC | 2,515 | $421.2K | 0.07% | −765−23.3% | Reduced |
| Point72 (DIFC) Ltd | 2,538 | $425.0K | 0.03% | +2,538 | New |
| Maryland State Retirement & Pension System | 2,720 | $434.1K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,611 | $437.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 2,676 | $448.0K | 0.00% | −30,280−91.9% | Reduced |
| Securian Asset Management, Inc | 2,753 | $461.0K | 0.01% | −100−3.5% | Reduced |
| Burney Co | 2,780 | $465.6K | 0.02% | +2,780 | New |
| AdvisorShares Investments LLC | 3,000 | $502.4K | 0.08% | +3,000 | New |
| Custom Index Systems, LLC | 3,037 | $508.6K | 0.29% | +3,037 | New |
| Seven Eight Capital, LP | 3,117 | $522.0K | 0.05% | −3,734−54.5% | Reduced |
| Cornerstone Investment Partners, LLC | 3,118 | $522.2K | 0.03% | +17+0.5% | Added |
| Radnor Capital Management, LLC | 3,120 | $523.0K | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,261 | $546.1K | 0.01% | +150+4.8% | Added |
| River & Mercantile Asset Management LLP | 3,292 | $551.1K | 0.14% | −6,080−64.9% | Reduced |
| Public Employees Retirement Association of Colorado | 3,426 | $574.0K | 0.00% | −393−10.3% | Reduced |
| US Bancorp | 3,439 | $575.9K | 0.00% | −7−0.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,464 | $580.1K | 0.01% | +3,464 | New |
| Cetera Investment Advisers | 3,486 | $583.8K | 0.00% | +3,486 | New |
| Crossmark Global Holdings, Inc. | 3,535 | $592.0K | 0.01% | +1,251+54.8% | Added |
| Guggenheim Capital LLC | 3,545 | $593.7K | 0.00% | −2,011−36.2% | Reduced |
| Vident Advisory, LLC | 3,586 | $600.5K | 0.01% | −23,844−86.9% | Reduced |
| Axq Capital, LP | 3,600 | $602.9K | 0.14% | −3,525−49.5% | Reduced |
| Wilkinson Global Asset Management LLC | 3,600 | $602.9K | 0.04% | −503−12.3% | Reduced |
| RBF Capital, LLC | 3,600 | $602.9K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,650 | $611.3K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,652 | $611.6K | 0.02% | −4,458−55.0% | Reduced |
| Pearl River Capital, LLC | 3,699 | $619.5K | 0.10% | +3,699 | New |
| Central Pacific Bank - Trust Division | 3,763 | $624.2K | 0.08% | +3,763 | New |
| Hillsdale Investment Management Inc. | 3,740 | $626.3K | 0.05% | −10−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,782 | $633.4K | 0.18% | +56+1.5% | Added |
| LPL Financial LLC | 3,896 | $652.5K | 0.00% | +796+25.7% | Added |
| Ethic Inc. | 3,921 | $656.7K | 0.02% | +1,044+36.3% | Added |
| ISAM Funds (UK) Ltd | 3,973 | $665.4K | 0.38% | +3,973 | New |
| Convergence Investment Partners, LLC | 3,983 | $667.0K | 0.26% | +1,927+93.7% | Added |
| Kendall Capital Management | 4,035 | $675.7K | 0.23% | 00.0% | Unchanged |
| Colony Group, LLC | 4,163 | $697.0K | 0.01% | +4,163 | New |
| Resources Investment Advisors, LLC. | 4,164 | $697.4K | 0.01% | +94+2.3% | Added |
| Two Sigma Advisers, LP | 4,200 | $703.4K | 0.00% | −1,500−26.3% | Reduced |
| Mariner, LLC | 4,241 | $710.3K | 0.00% | +210+5.2% | Added |
| Gsa Capital Partners LLP | 4,254 | $712.0K | 0.06% | +4,254 | New |
| Advisory Services Network, LLC | 4,281 | $716.9K | 0.02% | +2,450+133.8% | Added |
| Pictet Asset Management Holding SA | 4,339 | $726.6K | 0.00% | +92+2.2% | Added |
| Cipher Capital LP | 4,410 | $738.5K | 0.34% | +4,410 | New |
| Quantinno Capital Management LP | 4,433 | $742.0K | 0.02% | +1,209+37.5% | Added |
| The PNC Financial Services Group, Inc. | 4,487 | $751.4K | 0.00% | −3,367−42.9% | Reduced |
| Brown Brothers Harriman & Co | 4,500 | $753.6K | 0.01% | −1,000−18.2% | Reduced |
| Stifel Financial Corp | 4,530 | $758.6K | 0.00% | −10,644−70.1% | Reduced |
| Mackenzie Financial Corp | 4,620 | $773.7K | 0.00% | −1,513−24.7% | Reduced |
| Xponance, Inc. | 4,652 | $779.1K | 0.01% | +332+7.7% | Added |
| Trexquant Investment LP | 4,732 | $792.5K | 0.02% | +1,579+50.1% | Added |
| Invst, LLC | 4,898 | $812.5K | 0.10% | +4,898 | New |