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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 23,739 | $3.98M | 0.06% | −1,372−5.5% | Reduced |
| CenterBook Partners LP | 24,224 | $4.06M | 0.28% | +13,809+132.6% | Added |
| Susquehanna Fundamental Investments, LLC | 24,449 | $4.09M | 0.19% | +24,449 | New |
| State of Tennessee, Treasury Department | 24,537 | $4.11M | 0.02% | +1,592+6.9% | Added |
| Martingale Asset Management L P | 24,672 | $4.13M | 0.08% | +24,672 | New |
| Holocene Advisors, LP | 25,056 | $4.20M | 0.02% | +862+3.6% | Added |
| Danske Bank A/S | 25,408 | $4.26M | 0.01% | +25,408 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 26,000 | $4.35M | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 27,367 | $4.58M | 0.01% | +668+2.5% | Added |
| Pinebridge Investments, L.P. | 27,804 | $4.66M | 0.04% | +27,804 | New |
| Assetmark, Inc | 28,090 | $4.70M | 0.02% | −14,632−34.2% | Reduced |
| Manufacturers Life Insurance Company, The | 28,787 | $4.82M | 0.00% | +1,586+5.8% | Added |
| Texas Permanent School Fund | 29,589 | $4.96M | 0.04% | +383+1.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,618 | $5.46M | 0.02% | −9,758−23.0% | Reduced |
| Treasurer of the State of North Carolina | 32,945 | $5.52M | 0.02% | −398−1.2% | Reduced |
| State of Wisconsin Investment Board | 33,628 | $5.63M | 0.01% | −189−0.6% | Reduced |
| Voya Investment Management LLC | 33,779 | $5.66M | 0.01% | +2,292+7.3% | Added |
| California State Teachers Retirement System | 34,196 | $5.73M | 0.01% | −3,192−8.5% | Reduced |
| Calamos Advisors LLC | 35,430 | $5.93M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 35,846 | $6.00M | 0.00% | −6,141−14.6% | Reduced |
| State Board of Administration of Florida Retirement System | 45,074 | $6.42M | 0.02% | +13,206+41.4% | Added |
| Truist Financial Corp | 38,353 | $6.42M | 0.01% | +353+0.9% | Added |
| Victory Capital Management Inc | 39,748 | $6.66M | 0.01% | +904+2.3% | Added |
| AXA S.A. | 40,036 | $6.70M | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,184 | $6.73M | 0.01% | +40,184 | New |
| Storebrand Asset Management AS | 40,408 | $6.77M | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 40,522 | $6.79M | 0.00% | +4,228+11.6% | Added |
| Cubist Systematic Strategies, LLC | 41,923 | $7.02M | 0.08% | −37,777−47.4% | Reduced |
| Nordea Investment Management AB | 42,700 | $7.16M | 0.01% | −704−1.6% | Reduced |
| Deutsche Bank AG | 42,901 | $7.18M | 0.00% | −1,335−3.0% | Reduced |
| American International Group, Inc. | 44,750 | $7.49M | 0.03% | −925−2.0% | Reduced |
| Ameriprise Financial Inc | 46,877 | $7.85M | 0.00% | −956−2.0% | Reduced |
| SEI Investments Co | 48,185 | $8.07M | 0.01% | +13,968+40.8% | Added |
| Brandywine Global Investment Management, LLC | 48,189 | $8.07M | 0.06% | +567+1.2% | Added |
| UBS Group AG | 48,580 | $8.14M | 0.00% | +1,400+3.0% | Added |
| Algert Global LLC | 51,048 | $8.55M | 0.33% | +2,120+4.3% | Added |
| New York State Teachers Retirement System | 51,901 | $8.69M | 0.02% | −300−0.6% | Reduced |
| Los Angeles Capital Management LLC | 52,043 | $8.72M | 0.03% | +924+1.8% | Added |
| Legal & General Group Plc | 52,305 | $8.76M | 0.00% | +384+0.7% | Added |
| Renaissance Technologies LLC | 56,700 | $9.50M | 0.01% | −48,300−46.0% | Reduced |
| Credit Suisse AG | 62,051 | $10.4M | 0.01% | +366+0.6% | Added |
| Alliancebernstein L.P. | 62,086 | $10.4M | 0.00% | +4,985+8.7% | Added |
| Parkwood LLC | 66,107 | $11.1M | 1.17% | +7,342+12.5% | Added |
| Polar Capital Holdings Plc | 66,116 | $11.1M | 0.07% | −865−1.3% | Reduced |
| Swiss National Bank | 66,700 | $11.2M | 0.01% | −2,400−3.5% | Reduced |
| Fisher Asset Management, LLC | 67,459 | $11.3M | 0.01% | +4,539+7.2% | Added |
| Wells Fargo & Company | 68,073 | $11.4M | 0.00% | −2,774−3.9% | Reduced |
| Price T Rowe Associates Inc | 69,919 | $11.7M | 0.00% | +2,190+3.2% | Added |
| Wallace Capital Management Inc. | 70,306 | $11.8M | 1.61% | −1,252−1.7% | Reduced |
| Prana Capital Management, LP | 71,032 | $11.9M | 0.53% | −5,774−7.5% | Reduced |
| California Public Employees Retirement System | 72,883 | $12.2M | 0.01% | −3,274−4.3% | Reduced |
| Cambria Investment Management, L.P. | 73,134 | $12.2M | 0.73% | +10,225+16.3% | Added |
| Franklin Resources Inc | 73,582 | $12.3M | 0.00% | +26,749+57.1% | Added |
| Russell Investments Group, Ltd. | 78,279 | $13.1M | 0.02% | +789+1.0% | Added |
| Penn Capital Management Co Inc | 80,452 | $13.5M | 1.20% | +26,384+48.8% | Added |
| Point72 Asset Management, L.P. | 80,857 | $13.5M | 0.04% | +80,857 | New |
| UBS Asset Management Americas Inc | 87,690 | $14.7M | 0.01% | +3,058+3.6% | Added |
| Basswood Capital Management, L.L.C. | 90,481 | $15.2M | 0.88% | +90,481 | New |
| Man Group plc | 91,060 | $15.2M | 0.04% | +6,848+8.1% | Added |
| Nuveen Asset Management, LLC | 92,710 | $15.5M | 0.00% | −5,725−5.8% | Reduced |
| Millennium Management LLC | 96,684 | $16.2M | 0.01% | −209,061−68.4% | Reduced |
| North Star Asset Management Inc | 99,817 | $16.7M | 0.79% | +2,343+2.4% | Added |
| Rhumbline Advisers | 102,256 | $17.1M | 0.02% | −5,173−4.8% | Reduced |
| Retirement Systems of Alabama | 104,939 | $17.6M | 0.07% | +111+0.1% | Added |
| Reinhart Partners, Inc. | 107,339 | $18.0M | 0.73% | −4,971−4.4% | Reduced |
| Macquarie Group Ltd | 107,446 | $18.0M | 0.02% | −2,370−2.2% | Reduced |
| Assenagon Asset Management S.A. | 115,433 | $19.3M | 0.05% | −32,810−22.1% | Reduced |
| Principal Financial Group Inc | 127,342 | $21.3M | 0.01% | +3,148+2.5% | Added |
| Bridgewater Associates, LP | 127,476 | $21.3M | 0.11% | +116+0.1% | Added |
| First Trust Advisors LP | 128,593 | $21.5M | 0.02% | −4,361−3.3% | Reduced |
| Goldman Sachs Group Inc | 132,011 | $22.1M | 0.00% | −6,414−4.6% | Reduced |
| Bank of America Corp | 148,049 | $24.8M | 0.00% | −13,414−8.3% | Reduced |
| New York State Common Retirement Fund | 171,690 | $28.8M | 0.04% | +10,315+6.4% | Added |
| Jacobs Levy Equity Management, Inc | 177,530 | $29.7M | 0.13% | +47,239+36.3% | Added |
| JPMorgan Chase & Co | 183,788 | $30.8M | 0.00% | +4,958+2.8% | Added |
| Raymond James & Associates | 214,133 | $35.9M | 0.02% | −24,752−10.4% | Reduced |
| Citadel Advisors LLC | 218,963 | $36.7M | 0.04% | −142,872−39.5% | Reduced |
| D. E. Shaw & Co., Inc. | 237,413 | $39.8M | 0.05% | −63,830−21.2% | Reduced |
| LSV Asset Management | 238,504 | $39.9M | 0.08% | +23,454+10.9% | Added |
| Qube Research & Technologies Ltd | 245,513 | $41.1M | 0.07% | +110,616+82.0% | Added |
| Marshall Wace, LLP | 286,248 | $47.9M | 0.08% | −52,401−15.5% | Reduced |
| Northern Trust Corp | 303,940 | $50.9M | 0.01% | +5,300+1.8% | Added |
| Bruni J V & Co | 308,768 | $51.7M | 6.14% | −3,500−1.1% | Reduced |
| Spyglass Capital Management LLC | 328,745 | $55.1M | 3.67% | −13,395−3.9% | Reduced |
| LGT Capital Partners Ltd. | 346,330 | $58.0M | 1.81% | −47,000−11.9% | Reduced |
| Bank of New York Mellon Corp | 348,201 | $58.3M | 0.01% | −41,027−10.5% | Reduced |
| Charles Schwab Investment Management Inc | 357,772 | $59.9M | 0.01% | +7,388+2.1% | Added |
| Norges Bank | 407,297 | $68.2M | 0.01% | −30,050−6.9% | Reduced |
| Channing Capital Management, LLC | 433,386 | $72.6M | 1.95% | −41,156−8.7% | Reduced |
| Allianz Asset Management GmbH | 496,073 | $83.1M | 0.14% | −15,885−3.1% | Reduced |
| Invesco Ltd. | 522,083 | $87.4M | 0.02% | +200,033+62.1% | Added |
| Geode Capital Management, LLC | 555,514 | $93.0M | 0.01% | −39,571−6.6% | Reduced |
| Kiltearn Partners LLP | 675,214 | $112.0M | 10.35% | −128,600−16.0% | Reduced |
| Lyrical Asset Management LP | 697,858 | $116.9M | 1.74% | +18,843+2.8% | Added |
| Dimensional Fund Advisors LP | 796,064 | $133.3M | 0.04% | +24,960+3.2% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 837,878 | $140.3M | 5.39% | −44,497−5.0% | Reduced |
| State Street Corp | 1,055,144 | $176.7M | 0.01% | +20,584+2.0% | Added |
| Ariel Investments, LLC | 1,327,009 | $222.2M | 2.19% | +84,313+6.8% | Added |
| FMR LLC | 1,675,420 | $280.6M | 0.02% | +4,977+0.3% | Added |
| Clarkston Capital Partners, LLC | 1,877,459 | $314.4M | 5.55% | −351,523−15.8% | Reduced |