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 |
|---|---|---|---|---|---|
| Lecap Asset Management Ltd | 5,287 | $885.4K | 0.18% | +1,486+39.1% | Added |
| SkyView Investment Advisors, LLC | 5,247 | $879.0K | 0.16% | +5,247 | New |
| Castlekeep Investment Advisors LLC | 5,041 | $844.2K | 0.61% | −1,869−27.0% | Reduced |
| Invst, LLC | 4,898 | $812.5K | 0.10% | +4,898 | New |
| Trexquant Investment LP | 4,732 | $792.5K | 0.02% | +1,579+50.1% | Added |
| Xponance, Inc. | 4,652 | $779.1K | 0.01% | +332+7.7% | Added |
| Mackenzie Financial Corp | 4,620 | $773.7K | 0.00% | −1,513−24.7% | Reduced |
| Stifel Financial Corp | 4,530 | $758.6K | 0.00% | −10,644−70.1% | Reduced |
| Brown Brothers Harriman & Co | 4,500 | $753.6K | 0.01% | −1,000−18.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,487 | $751.4K | 0.00% | −3,367−42.9% | Reduced |
| Quantinno Capital Management LP | 4,433 | $742.0K | 0.02% | +1,209+37.5% | Added |
| Cipher Capital LP | 4,410 | $738.5K | 0.34% | +4,410 | New |
| Pictet Asset Management Holding SA | 4,339 | $726.6K | 0.00% | +92+2.2% | Added |
| Advisory Services Network, LLC | 4,281 | $716.9K | 0.02% | +2,450+133.8% | Added |
| Gsa Capital Partners LLP | 4,254 | $712.0K | 0.06% | +4,254 | New |
| Mariner, LLC | 4,241 | $710.3K | 0.00% | +210+5.2% | Added |
| Two Sigma Advisers, LP | 4,200 | $703.4K | 0.00% | −1,500−26.3% | Reduced |
| Resources Investment Advisors, LLC. | 4,164 | $697.4K | 0.01% | +94+2.3% | Added |
| Colony Group, LLC | 4,163 | $697.0K | 0.01% | +4,163 | New |
| Kendall Capital Management | 4,035 | $675.7K | 0.23% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,983 | $667.0K | 0.26% | +1,927+93.7% | Added |
| ISAM Funds (UK) Ltd | 3,973 | $665.4K | 0.38% | +3,973 | New |
| Ethic Inc. | 3,921 | $656.7K | 0.02% | +1,044+36.3% | Added |
| LPL Financial LLC | 3,896 | $652.5K | 0.00% | +796+25.7% | Added |
| Legacy Wealth Asset Management, LLC | 3,782 | $633.4K | 0.18% | +56+1.5% | Added |
| Hillsdale Investment Management Inc. | 3,740 | $626.3K | 0.05% | −10−0.3% | Reduced |
| Central Pacific Bank - Trust Division | 3,763 | $624.2K | 0.08% | +3,763 | New |
| Pearl River Capital, LLC | 3,699 | $619.5K | 0.10% | +3,699 | New |
| Hancock Whitney Corp | 3,652 | $611.6K | 0.02% | −4,458−55.0% | Reduced |
| Welch & Forbes LLC | 3,650 | $611.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| Vident Advisory, LLC | 3,586 | $600.5K | 0.01% | −23,844−86.9% | Reduced |
| Guggenheim Capital LLC | 3,545 | $593.7K | 0.00% | −2,011−36.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,535 | $592.0K | 0.01% | +1,251+54.8% | Added |
| Cetera Investment Advisers | 3,486 | $583.8K | 0.00% | +3,486 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,464 | $580.1K | 0.01% | +3,464 | New |
| US Bancorp | 3,439 | $575.9K | 0.00% | −7−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 3,426 | $574.0K | 0.00% | −393−10.3% | Reduced |
| River & Mercantile Asset Management LLP | 3,292 | $551.1K | 0.14% | −6,080−64.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,261 | $546.1K | 0.01% | +150+4.8% | Added |
| Radnor Capital Management, LLC | 3,120 | $523.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,118 | $522.2K | 0.03% | +17+0.5% | Added |
| Seven Eight Capital, LP | 3,117 | $522.0K | 0.05% | −3,734−54.5% | Reduced |
| Custom Index Systems, LLC | 3,037 | $508.6K | 0.29% | +3,037 | New |
| AdvisorShares Investments LLC | 3,000 | $502.4K | 0.08% | +3,000 | New |
| Burney Co | 2,780 | $465.6K | 0.02% | +2,780 | New |
| Securian Asset Management, Inc | 2,753 | $461.0K | 0.01% | −100−3.5% | Reduced |
| HRT Financial LP | 2,676 | $448.0K | 0.00% | −30,280−91.9% | Reduced |
| Vestcor Inc | 2,611 | $437.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,720 | $434.1K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,538 | $425.0K | 0.03% | +2,538 | New |
| Ironwood Investment Counsel, LLC | 2,515 | $421.2K | 0.07% | −765−23.3% | Reduced |
| 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 |
| Harbor Advisors LLC | 2,500 | $418.7K | 0.08% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,454 | $411.0K | 0.05% | +2,454 | New |
| Relative Value Partners Group, LLC | 2,737 | $407.4K | 0.03% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,423 | $405.8K | 0.01% | −292−10.8% | Reduced |
| Coldstream Capital Management Inc | 2,360 | $395.2K | 0.01% | +47+2.0% | Added |
| Burns Matteson Capital Management, LLC | 2,360 | $395.2K | 0.26% | +2,360 | New |
| Procyon Private Wealth Partners, LLC | 2,351 | $393.7K | 0.03% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,329 | $390.0K | 0.09% | 00.0% | Unchanged |
| Gabelli Funds LLC | 2,250 | $376.8K | 0.00% | +2,250 | New |
| National Bank of Canada | 2,352 | $370.5K | 0.00% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,211 | $370.3K | 0.11% | +513+30.2% | Added |
| Captrust Financial Advisors | 2,197 | $368.0K | 0.00% | −5,043−69.7% | Reduced |
| South Dakota Investment Council | 2,188 | $366.0K | 0.01% | −300−12.1% | Reduced |
| Agf Management Ltd | 2,183 | $365.6K | 0.00% | +2,183 | New |
| United Capital Financial Advisers, LLC | 2,140 | $358.3K | 0.00% | −145−6.3% | Reduced |
| Virtu Financial LLC | 2,106 | $353.0K | 0.03% | +2,106 | New |
| Fox Run Management, L.L.C. | 2,033 | $340.5K | 0.07% | −4,887−70.6% | Reduced |
| Prelude Capital Management, LLC | 2,009 | $336.4K | 0.02% | +2,009 | New |
| Raymond James Financial Services Advisors, Inc. | 1,982 | $331.9K | 0.00% | +267+15.6% | Added |
| Centiva Capital, LP | 1,923 | $322.0K | 0.02% | −3,121−61.9% | Reduced |
| M&T Bank Corp | 1,919 | $321.4K | 0.00% | −265−12.1% | Reduced |
| Utah Retirement Systems | 1,900 | $318.2K | 0.00% | −4,180−68.8% | Reduced |
| XTX Topco Ltd | 1,889 | $316.4K | 0.04% | +1,889 | New |
| Nicolet Bankshares Inc | 1,798 | $301.1K | 0.07% | 00.0% | Unchanged |
| Forte Capital LLC | 1,782 | $298.4K | 0.04% | +141+8.6% | Added |
| Greenleaf Trust | 1,781 | $298.3K | 0.00% | −41−2.3% | Reduced |
| Cadent Capital Advisors, LLC | 1,767 | $295.9K | 0.12% | −146−7.6% | Reduced |
| Keebeck Alpha, LP | 1,750 | $293.1K | 0.19% | +1,750 | New |
| Callan Capital, LLC | 1,744 | $292.1K | 0.03% | +1,744 | New |
| Inceptionr LLC | 1,739 | $291.2K | 0.07% | +1,739 | New |
| Partnership Wealth Management, LLC | 1,673 | $280.2K | 0.20% | −130−7.2% | Reduced |
| L2 Asset Management, LLC | 1,659 | $277.8K | 0.09% | +115+7.4% | Added |
| ProShare Advisors LLC | 1,649 | $276.2K | 0.00% | −130−7.3% | Reduced |
| Abacus Planning Group, Inc. | 1,616 | $270.6K | 0.05% | +1,616 | New |
| Investment Partners, Ltd. | 1,615 | $270.5K | 0.12% | +60+3.9% | Added |
| Shell Asset Management Co | 1,594 | $249.0K | 0.01% | −161−9.2% | Reduced |
| Shelton Capital Management | 1,458 | $244.2K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,422 | $238.1K | 0.05% | −1,421−50.0% | Reduced |
| Empirical Asset Management, LLC | 1,400 | $234.5K | 0.11% | +1,400 | New |
| Forum Financial Management, LP | 1,377 | $230.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,366 | $228.8K | 0.03% | +12+0.9% | Added |
| Tower Research Capital LLC (TRC) | 1,365 | $228.6K | 0.01% | −2,639−65.9% | Reduced |
| Bank of New Hampshire | 1,338 | $224.1K | 0.06% | −184−12.1% | Reduced |
| Tolleson Wealth Management, Inc. | 1,319 | $221.0K | 0.04% | 00.0% | Unchanged |