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 |
|---|---|---|---|---|---|
| Handelsinvest Investeringsforvaltning | 1,313 | $220.0K | 0.11% | −681−34.2% | Reduced |
| Weiss Asset Management LP | 1,237 | $207.2K | 0.01% | +1,237 | New |
| Tudor Investment Corp Et Al | 1,220 | $204.3K | 0.00% | −4,945−80.2% | Reduced |
| Private Advisor Group, LLC | 1,214 | $203.3K | 0.00% | +1,214 | New |
| Dorsey & Whitney Trust CO LLC | 1,206 | $202.0K | 0.01% | +1,206 | New |
| Integrated Investment Consultants, LLC | 1,200 | $201.0K | 0.06% | −150−11.1% | Reduced |
| Gamco Investors, Inc. Et Al | 1,200 | $201.0K | 0.00% | +1,200 | New |
| Panagora Asset Management Inc | 1,198 | $200.6K | 0.00% | +1,198 | New |
| Parallel Advisors, LLC | 1,197 | $200.5K | 0.01% | +2+0.2% | Added |
| EMC Capital Management | 1,190 | $199.0K | 0.12% | +253+27.0% | Added |
| DekaBank Deutsche Girozentrale | 1,143 | $189.0K | 0.00% | −1,718−60.0% | Reduced |
| Smartleaf Asset Management LLC | 1,105 | $183.8K | 0.04% | +1,105 | Added |
| Bessemer Group Inc | 1,069 | $179.0K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 975 | $163.3K | 0.06% | −173−15.1% | Reduced |
| Signaturefd, LLC | 921 | $154.2K | 0.00% | +48+5.5% | Added |
| CIBC Private Wealth Group, LLC | 802 | $133.0K | 0.00% | +802 | New |
| KBC Group NV | 714 | $120.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 637 | $106.7K | 0.00% | −3,633−85.1% | Reduced |
| Quadrant Capital Group LLC | 600 | $100.5K | 0.01% | +9+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 560 | $93.8K | 0.00% | +386+221.8% | Added |
| Covestor Ltd | 544 | $91.0K | 0.06% | −129−19.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 543 | $90.9K | 0.00% | −13−2.3% | Reduced |
| State of Wyoming | 532 | $89.1K | 0.01% | +532 | New |
| GAMMA Investing LLC | 479 | $80.2K | 0.02% | +60+14.3% | Added |
| EverSource Wealth Advisors, LLC | 507 | $79.1K | 0.01% | +24+5.0% | Added |
| Ronald Blue Trust, Inc. | 463 | $77.5K | 0.00% | −154−25.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 450 | $75.4K | 0.02% | −261−36.7% | Reduced |
| Smithfield Trust Co | 410 | $68.0K | 0.00% | −25−5.7% | Reduced |
| Truvestments Capital LLC | 330 | $55.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $54.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 309 | $52.0K | 0.00% | +39+14.4% | Added |
| Fifth Third Bancorp | 264 | $44.2K | 0.00% | +28+11.9% | Added |
| Denali Advisors LLC | 254 | $42.5K | 0.01% | +206+429.2% | Added |
| Farther Finance Advisors, LLC | 229 | $38.0K | 0.00% | +21+10.1% | Added |
| Nomura Asset Management Co Ltd | 220 | $36.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 216 | $36.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 193 | $32.3K | 0.02% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 191 | $32.0K | 0.02% | +60+45.8% | Added |
| IFP Advisors, Inc | 190 | $31.7K | 0.00% | −67−26.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 183 | $30.6K | 0.01% | +183 | New |
| Lindbrook Capital, LLC | 173 | $29.0K | 0.00% | +11+6.8% | Added |
| Investors Research Corp | 150 | $25.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 127 | $21.3K | 0.00% | +127 | New |
| GWM Advisors LLC | 115 | $19.3K | 0.00% | −25−17.9% | Reduced |
| Bell Investment Advisors, Inc | 95 | $15.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 93 | $15.6K | 0.01% | +93 | New |
| Plante Moran Financial Advisors, LLC | 73 | $12.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 71 | $11.9K | 0.00% | +71 | New |
| Frazier Financial Advisors, LLC | 61 | $10.2K | 0.01% | 00.0% | Unchanged |
| Natixis | 58 | $9.71K | 0.00% | +10+20.8% | Added |
| Umb Bank N A | 54 | $9.04K | 0.00% | −20−27.0% | Reduced |
| Delta Asset Management LLC | 53 | $8.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53 | $8.88K | 0.00% | +53 | New |
| Bokf, NA | 53 | $8.79K | 0.00% | −31−36.9% | Reduced |
| Promethos Capital, LLC | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $7.70K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $7.20K | 0.00% | −2−4.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 34 | $5.69K | 0.00% | −6−15.0% | Reduced |
| Webster Bank, N. A. | 33 | $5.53K | 0.00% | +33 | New |
| JFS Wealth Advisors, LLC | 30 | $5.03K | 0.00% | +1+3.4% | Added |
| Key Financial Inc | 27 | $4.52K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $4.19K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $4.19K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 23 | $4.02K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 23 | $3.85K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.69K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 22 | $3.69K | 0.00% | +1+4.8% | Added |
| Creative Financial Designs Inc | 20 | $3.35K | 0.00% | −13−39.4% | Reduced |
| Mather Group, LLC. | 20 | $3.03K | 0.00% | +20 | New |
| Allspring Global Investments Holdings, LLC | 18 | $3.01K | 0.00% | −17,450−99.9% | Reduced |
| Versant Capital Management, Inc | 18 | $3.01K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $3.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.68K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $2.68K | 0.00% | +16 | New |
| Westend Capital Management, LLC | 16 | $2.68K | 0.00% | +16 | New |
| West Paces Advisors Inc. | 16 | $2.68K | 0.00% | +16 | New |
| Tortoise Investment Management, LLC | 14 | $2.35K | 0.00% | +14 | New |
| JJJ Advisors Inc. | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $2.01K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $2.01K | 0.00% | 00.0% | Unchanged |
| Motco | 11 | $1.84K | 0.00% | −1−8.3% | Reduced |
| Johnson Financial Group, Inc. | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.68K | 0.00% | +2+25.0% | Added |
| Huntington National Bank | 10 | $1.68K | 0.00% | +10 | New |
| Spire Wealth Management | 10 | $1.60K | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 7 | $1.17K | 0.00% | −2−22.2% | Reduced |
| Semmax Financial Advisors Inc. | 7 | $1.10K | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $837 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $670 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $670 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 4 | $670 | 0.00% | +4 | New |
| Central Trust Co | 3 | $503 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $503 | 0.00% | 00.0% | Unchanged |