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 |
|---|---|---|---|---|---|
| Castlekeep Investment Advisors LLC | 5,041 | $844.2K | 0.61% | −1,869−27.0% | Reduced |
| SkyView Investment Advisors, LLC | 5,247 | $879.0K | 0.16% | +5,247 | New |
| Lecap Asset Management Ltd | 5,287 | $885.4K | 0.18% | +1,486+39.1% | Added |
| Quest Partners LLC | 5,360 | $897.6K | 0.16% | +1,555+40.9% | Added |
| Duality Advisers, LP | 5,372 | $899.6K | 0.09% | −358−6.2% | Reduced |
| True Wealth Design, LLC | 5,390 | $902.7K | 0.22% | −142−2.6% | Reduced |
| Royal Bank of Canada | 5,387 | $903.0K | 0.00% | −3,507−39.4% | Reduced |
| Alberta Investment Management Corp | 5,500 | $921.1K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 5,520 | $924.4K | 0.08% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 5,765 | $965.5K | 0.41% | −2,578−30.9% | Reduced |
| Verition Fund Management LLC | 5,821 | $974.8K | 0.01% | +3,529+154.0% | Added |
| New York Life Investment Management LLC | 5,876 | $984.1K | 0.01% | +1,948+49.6% | Added |
| Impax Asset Management Group plc | 5,890 | $986.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,909 | $989.6K | 0.00% | −309−5.0% | Reduced |
| Citadel Investment Advisory, Inc. | 6,039 | $1.01M | 0.57% | 00.0% | Unchanged |
| Creative Planning | 6,202 | $1.04M | 0.00% | +3,582+136.7% | Added |
| Arrowstreet Capital, Limited Partnership | 6,403 | $1.07M | 0.00% | +3,430+115.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,491 | $1.09M | 0.00% | −1,142−15.0% | Reduced |
| Pacer Advisors, Inc. | 6,501 | $1.09M | 0.00% | +1,419+27.9% | Added |
| Janney Montgomery Scott LLC | 6,738 | $1.13M | 0.00% | −518−7.1% | Reduced |
| Regions Financial Corp | 6,852 | $1.15M | 0.01% | −40−0.6% | Reduced |
| Toroso Investments, LLC | 6,889 | $1.15M | 0.02% | +4,604+201.5% | Added |
| Cornercap Investment Counsel Inc | 6,981 | $1.17M | 0.18% | +109+1.6% | Added |
| Quantbot Technologies LP | 7,078 | $1.19M | 0.07% | −5,034−41.6% | Reduced |
| Handelsbanken Fonder AB | 7,100 | $1.19M | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 7,273 | $1.22M | 0.10% | −811−10.0% | Reduced |
| BNP Paribas Arbitrage, SA | 7,300 | $1.22M | 0.00% | +2,447+50.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,335 | $1.23M | 0.00% | −240−3.2% | Reduced |
| Point72 Hong Kong Ltd | 7,345 | $1.23M | 0.06% | −1,635−18.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,465 | $1.25M | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,479 | $1.25M | 0.01% | +19+0.3% | Added |
| Wedge Capital Management L L P | 7,533 | $1.26M | 0.02% | +722+10.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,541 | $1.26M | 0.03% | +20+0.3% | Added |
| New Mexico Educational Retirement Board | 7,700 | $1.29M | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 7,833 | $1.31M | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 7,872 | $1.32M | 0.01% | −1,286−14.0% | Reduced |
| Nisa Investment Advisors, LLC | 7,974 | $1.34M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,068 | $1.35M | 0.01% | +2,600+47.5% | Added |
| Raymond James Trust N.A. | 8,070 | $1.35M | 0.03% | −407−4.8% | Reduced |
| Jane Street Group, LLC | 8,216 | $1.38M | 0.00% | −30,576−78.8% | Reduced |
| State of Michigan Retirement System | 8,319 | $1.39M | 0.01% | +200+2.5% | Added |
| Oregon Public Employees Retirement Fund | 8,394 | $1.41M | 0.03% | −1,149−12.0% | Reduced |
| Thrivent Financial for Lutherans | 8,472 | $1.42M | 0.00% | +26+0.3% | Added |
| Neuberger Berman Group LLC | 8,882 | $1.49M | 0.00% | +1,157+15.0% | Added |
| Redwood Investment Management, LLC | 9,026 | $1.51M | 0.15% | +9,026 | New |
| Arizona State Retirement System | 9,291 | $1.56M | 0.01% | −507−5.2% | Reduced |
| Citigroup Inc | 9,297 | $1.56M | 0.00% | −2,403−20.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,486 | $1.57M | 0.00% | +2,276+31.6% | Added |
| Louisiana State Employees Retirement System | 9,700 | $1.62M | 0.03% | +200+2.1% | Added |
| Ensign Peak Advisors, Inc | 9,842 | $1.65M | 0.00% | −118−1.2% | Reduced |
| Hi-Line Capital Management, LLC | 9,990 | $1.67M | 0.59% | −58−0.6% | Reduced |
| ExodusPoint Capital Management, LP | 10,133 | $1.70M | 0.02% | −8,184−44.7% | Reduced |
| SG Americas Securities, LLC | 10,364 | $1.74M | 0.01% | −4,892−32.1% | Reduced |
| STRS Ohio | 10,425 | $1.75M | 0.01% | +86+0.8% | Added |
| JustInvest LLC | 10,643 | $1.78M | 0.04% | −1,157−9.8% | Reduced |
| CI Private Wealth, LLC | 10,805 | $1.81M | 0.00% | +1,254+13.1% | Added |
| Mission Wealth Management, LP | 11,093 | $1.86M | 0.05% | +11,093 | New |
| Engineers Gate Manager LP | 11,274 | $1.89M | 0.05% | −6,258−35.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $1.97M | 0.02% | −9,960−45.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,102 | $2.03M | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,105 | $2.03M | 0.00% | +87+0.7% | Added |
| Cerity Partners LLC | 12,229 | $2.05M | 0.01% | +4,573+59.7% | Added |
| Susquehanna International Group, LLP | 12,405 | $2.08M | 0.00% | +1,555+14.3% | Added |
| Bank of Montreal | 12,587 | $2.09M | 0.00% | −2,785−18.1% | Reduced |
| Algebris (UK) Ltd | 13,914 | $2.16M | 0.96% | +13,914 | New |
| Blair William & Co | 12,924 | $2.16M | 0.01% | +69+0.5% | Added |
| Aquatic Capital Management LLC | 13,000 | $2.18M | 0.07% | −100−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 13,048 | $2.19M | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 13,407 | $2.25M | 0.00% | −18,424−57.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,649 | $2.29M | 0.17% | +4,536+49.8% | Added |
| Voloridge Investment Management, LLC | 14,268 | $2.39M | 0.01% | +14,268 | New |
| Long Road Investment Counsel, LLC | 14,535 | $2.43M | 1.02% | −750−4.9% | Reduced |
| Pathstone Holdings, LLC | 14,580 | $2.44M | 0.01% | +2,677+22.5% | Added |
| Janus Henderson Group PLC | 14,667 | $2.46M | 0.00% | −2,900−16.5% | Reduced |
| Fred Alger Management, LLC | 14,880 | $2.49M | 0.01% | −352−2.3% | Reduced |
| American Century Companies Inc | 15,457 | $2.59M | 0.00% | −17,208−52.7% | Reduced |
| Seascape Capital Management | 15,668 | $2.62M | 0.98% | +1,613+11.5% | Added |
| Yousif Capital Management, LLC | 16,122 | $2.70M | 0.03% | −360−2.2% | Reduced |
| Teacher Retirement System of Texas | 16,352 | $2.74M | 0.02% | +124+0.8% | Added |
| Wellington Management Group LLP | 16,413 | $2.75M | 0.00% | −643−3.8% | Reduced |
| Comerica Bank | 16,510 | $2.76M | 0.01% | +1,458+9.7% | Added |
| Alaska Permanent Fund Corp | 16,592 | $2.78M | 0.04% | +661+4.1% | Added |
| Henshaw Capital LLC | 16,991 | $2.85M | 0.13% | +10.0% | Added |
| Verdence Capital Advisors LLC | 17,162 | $2.87M | 0.26% | −544−3.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,862 | $2.99M | 0.26% | −14,381−44.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 18,457 | $3.09M | 0.10% | −606−3.2% | Reduced |
| Lazard Asset Management LLC | 18,536 | $3.10M | 0.00% | +8,628+87.1% | Added |
| MetLife Investment Management | 18,566 | $3.11M | 0.02% | −514−2.7% | Reduced |
| State of Alaska, Department of Revenue | 18,660 | $3.12M | 0.04% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 18,765 | $3.14M | 0.84% | −15−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 18,860 | $3.16M | 0.01% | −942−4.8% | Reduced |
| Amplius Wealth Advisors, LLC | 18,925 | $3.17M | 0.36% | +3,689+24.2% | Added |
| Mutual of America Capital Management LLC | 20,145 | $3.37M | 0.04% | −810−3.9% | Reduced |
| Genus Capital Management Inc. | 20,600 | $3.45M | 0.45% | +20,600 | New |
| Schonfeld Strategic Advisors LLC | 21,483 | $3.60M | 0.03% | −22,767−51.5% | Reduced |
| Quadrature Capital Ltd | 21,510 | $3.60M | 0.06% | −2,260−9.5% | Reduced |
| Amundi | 22,788 | $3.60M | 0.00% | −2,587−10.2% | Reduced |
| Prudential Financial Inc | 22,536 | $3.77M | 0.01% | −6,430−22.2% | Reduced |
| Public Employees Retirement System of Ohio | 22,971 | $3.85M | 0.02% | −2,005−8.0% | Reduced |
| Amalgamated Bank | 23,183 | $3.88M | 0.03% | +413+1.8% | Added |