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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 2 | $335 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $335 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −62,838−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −55,500−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −21,163−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,433−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −7,854−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,489−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,803−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,895−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −2,577−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,484−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,443−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,259−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,095−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | 0 | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Charles Carroll Financial Partners, LLC | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |