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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 24,449 | $4.09M | 0.19% | +24,449 | New |
| CenterBook Partners LP | 24,224 | $4.06M | 0.28% | +13,809+132.6% | Added |
| Oppenheimer Asset Management Inc. | 23,739 | $3.98M | 0.06% | −1,372−5.5% | Reduced |
| Amalgamated Bank | 23,183 | $3.88M | 0.03% | +413+1.8% | Added |
| Public Employees Retirement System of Ohio | 22,971 | $3.85M | 0.02% | −2,005−8.0% | Reduced |
| Prudential Financial Inc | 22,536 | $3.77M | 0.01% | −6,430−22.2% | Reduced |
| Amundi | 22,788 | $3.60M | 0.00% | −2,587−10.2% | Reduced |
| Quadrature Capital Ltd | 21,510 | $3.60M | 0.06% | −2,260−9.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,483 | $3.60M | 0.03% | −22,767−51.5% | Reduced |
| Genus Capital Management Inc. | 20,600 | $3.45M | 0.45% | +20,600 | New |
| Mutual of America Capital Management LLC | 20,145 | $3.37M | 0.04% | −810−3.9% | Reduced |
| Amplius Wealth Advisors, LLC | 18,925 | $3.17M | 0.36% | +3,689+24.2% | Added |
| State of New Jersey Common Pension Fund D | 18,860 | $3.16M | 0.01% | −942−4.8% | Reduced |
| Poehling Capital Management, LLC | 18,765 | $3.14M | 0.84% | −15−0.1% | Reduced |
| State of Alaska, Department of Revenue | 18,660 | $3.12M | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 18,566 | $3.11M | 0.02% | −514−2.7% | Reduced |
| Lazard Asset Management LLC | 18,536 | $3.10M | 0.00% | +8,628+87.1% | Added |
| Carnegie Capital Asset Management, LLC | 18,457 | $3.09M | 0.10% | −606−3.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,862 | $2.99M | 0.26% | −14,381−44.6% | Reduced |
| Verdence Capital Advisors LLC | 17,162 | $2.87M | 0.26% | −544−3.1% | Reduced |
| Henshaw Capital LLC | 16,991 | $2.85M | 0.13% | +10.0% | Added |
| Alaska Permanent Fund Corp | 16,592 | $2.78M | 0.04% | +661+4.1% | Added |
| Comerica Bank | 16,510 | $2.76M | 0.01% | +1,458+9.7% | Added |
| Wellington Management Group LLP | 16,413 | $2.75M | 0.00% | −643−3.8% | Reduced |
| Teacher Retirement System of Texas | 16,352 | $2.74M | 0.02% | +124+0.8% | Added |
| Yousif Capital Management, LLC | 16,122 | $2.70M | 0.03% | −360−2.2% | Reduced |
| Seascape Capital Management | 15,668 | $2.62M | 0.98% | +1,613+11.5% | Added |
| American Century Companies Inc | 15,457 | $2.59M | 0.00% | −17,208−52.7% | Reduced |
| Fred Alger Management, LLC | 14,880 | $2.49M | 0.01% | −352−2.3% | Reduced |
| Janus Henderson Group PLC | 14,667 | $2.46M | 0.00% | −2,900−16.5% | Reduced |
| Pathstone Holdings, LLC | 14,580 | $2.44M | 0.01% | +2,677+22.5% | Added |
| Long Road Investment Counsel, LLC | 14,535 | $2.43M | 1.02% | −750−4.9% | Reduced |
| Voloridge Investment Management, LLC | 14,268 | $2.39M | 0.01% | +14,268 | New |
| Y-Intercept (Hong Kong) Ltd | 13,649 | $2.29M | 0.17% | +4,536+49.8% | Added |
| HSBC Holdings PLC | 13,407 | $2.25M | 0.00% | −18,424−57.9% | Reduced |
| Illinois Municipal Retirement Fund | 13,048 | $2.19M | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 13,000 | $2.18M | 0.07% | −100−0.8% | Reduced |
| Blair William & Co | 12,924 | $2.16M | 0.01% | +69+0.5% | Added |
| Algebris (UK) Ltd | 13,914 | $2.16M | 0.96% | +13,914 | New |
| Bank of Montreal | 12,587 | $2.09M | 0.00% | −2,785−18.1% | Reduced |
| Susquehanna International Group, LLP | 12,405 | $2.08M | 0.00% | +1,555+14.3% | Added |
| Cerity Partners LLC | 12,229 | $2.05M | 0.01% | +4,573+59.7% | Added |
| Natixis Advisors, L.P. | 12,105 | $2.03M | 0.00% | +87+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 12,102 | $2.03M | 0.02% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $1.97M | 0.02% | −9,960−45.9% | Reduced |
| Engineers Gate Manager LP | 11,274 | $1.89M | 0.05% | −6,258−35.7% | Reduced |
| Mission Wealth Management, LP | 11,093 | $1.86M | 0.05% | +11,093 | New |
| CI Private Wealth, LLC | 10,805 | $1.81M | 0.00% | +1,254+13.1% | Added |
| JustInvest LLC | 10,643 | $1.78M | 0.04% | −1,157−9.8% | Reduced |
| STRS Ohio | 10,425 | $1.75M | 0.01% | +86+0.8% | Added |
| SG Americas Securities, LLC | 10,364 | $1.74M | 0.01% | −4,892−32.1% | Reduced |
| ExodusPoint Capital Management, LP | 10,133 | $1.70M | 0.02% | −8,184−44.7% | Reduced |
| Hi-Line Capital Management, LLC | 9,990 | $1.67M | 0.59% | −58−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 9,842 | $1.65M | 0.00% | −118−1.2% | Reduced |
| Louisiana State Employees Retirement System | 9,700 | $1.62M | 0.03% | +200+2.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 9,486 | $1.57M | 0.00% | +2,276+31.6% | Added |
| Citigroup Inc | 9,297 | $1.56M | 0.00% | −2,403−20.5% | Reduced |
| Arizona State Retirement System | 9,291 | $1.56M | 0.01% | −507−5.2% | Reduced |
| Redwood Investment Management, LLC | 9,026 | $1.51M | 0.15% | +9,026 | New |
| Neuberger Berman Group LLC | 8,882 | $1.49M | 0.00% | +1,157+15.0% | Added |
| Thrivent Financial for Lutherans | 8,472 | $1.42M | 0.00% | +26+0.3% | Added |
| Oregon Public Employees Retirement Fund | 8,394 | $1.41M | 0.03% | −1,149−12.0% | Reduced |
| State of Michigan Retirement System | 8,319 | $1.39M | 0.01% | +200+2.5% | Added |
| Jane Street Group, LLC | 8,216 | $1.38M | 0.00% | −30,576−78.8% | Reduced |
| Raymond James Trust N.A. | 8,070 | $1.35M | 0.03% | −407−4.8% | Reduced |
| Cresset Asset Management, LLC | 8,068 | $1.35M | 0.01% | +2,600+47.5% | Added |
| Nisa Investment Advisors, LLC | 7,974 | $1.34M | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 7,872 | $1.32M | 0.01% | −1,286−14.0% | Reduced |
| Commerce Bank | 7,833 | $1.31M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,700 | $1.29M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,541 | $1.26M | 0.03% | +20+0.3% | Added |
| Wedge Capital Management L L P | 7,533 | $1.26M | 0.02% | +722+10.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,479 | $1.25M | 0.01% | +19+0.3% | Added |
| Ameritas Investment Partners, Inc. | 7,465 | $1.25M | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 7,345 | $1.23M | 0.06% | −1,635−18.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,335 | $1.23M | 0.00% | −240−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 7,300 | $1.22M | 0.00% | +2,447+50.4% | Added |
| Sepio Capital, LP | 7,273 | $1.22M | 0.10% | −811−10.0% | Reduced |
| Handelsbanken Fonder AB | 7,100 | $1.19M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,078 | $1.19M | 0.07% | −5,034−41.6% | Reduced |
| Cornercap Investment Counsel Inc | 6,981 | $1.17M | 0.18% | +109+1.6% | Added |
| Toroso Investments, LLC | 6,889 | $1.15M | 0.02% | +4,604+201.5% | Added |
| Regions Financial Corp | 6,852 | $1.15M | 0.01% | −40−0.6% | Reduced |
| Janney Montgomery Scott LLC | 6,738 | $1.13M | 0.00% | −518−7.1% | Reduced |
| Pacer Advisors, Inc. | 6,501 | $1.09M | 0.00% | +1,419+27.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,491 | $1.09M | 0.00% | −1,142−15.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,403 | $1.07M | 0.00% | +3,430+115.4% | Added |
| Creative Planning | 6,202 | $1.04M | 0.00% | +3,582+136.7% | Added |
| Citadel Investment Advisory, Inc. | 6,039 | $1.01M | 0.57% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,909 | $989.6K | 0.00% | −309−5.0% | Reduced |
| Impax Asset Management Group plc | 5,890 | $986.4K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 5,876 | $984.1K | 0.01% | +1,948+49.6% | Added |
| Verition Fund Management LLC | 5,821 | $974.8K | 0.01% | +3,529+154.0% | Added |
| ClearAlpha Technologies LP | 5,765 | $965.5K | 0.41% | −2,578−30.9% | Reduced |
| Petrus Trust Company, LTA | 5,520 | $924.4K | 0.08% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 5,500 | $921.1K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,387 | $903.0K | 0.00% | −3,507−39.4% | Reduced |
| True Wealth Design, LLC | 5,390 | $902.7K | 0.22% | −142−2.6% | Reduced |
| Duality Advisers, LP | 5,372 | $899.6K | 0.09% | −358−6.2% | Reduced |
| Quest Partners LLC | 5,360 | $897.6K | 0.16% | +1,555+40.9% | Added |