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, Q2 2024
Institutional positions in Affiliated Managers Group, Inc. as of Jun 30, 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
- 407
- +10 vs. Q1 2024
- Shares held
- 29.3M
- −1.14M (−3.7%) vs. Q1 2024
- Total value
- $4.57B
- −$516.1M (−10.1%) vs. Q1 2024
- New holders
- 58
- 126 more added
- Sold out
- 48
- 160 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,473,531 | $542.7M | 0.01% | −121,152−3.4% | Reduced |
| BlackRock Inc. | 3,078,587 | $481.0M | 0.01% | −155,932−4.8% | Reduced |
| Morgan Stanley | 2,214,717 | $346.0M | 0.03% | −279,684−11.2% | Reduced |
| Clarkston Capital Partners, LLC | 1,828,389 | $285.6M | 5.45% | −49,070−2.6% | Reduced |
| Ariel Investments, LLC | 1,442,817 | $225.4M | 2.44% | +115,808+8.7% | Added |
| State Street Corp | 1,031,269 | $161.1M | 0.01% | −23,875−2.3% | Reduced |
| Dimensional Fund Advisors LP | 826,123 | $129.1M | 0.03% | +30,059+3.8% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 795,249 | $124.2M | 5.41% | −42,629−5.1% | Reduced |
| Boston Partners | 720,788 | $112.6M | 0.14% | +720,788 | New |
| Lyrical Asset Management LP | 669,651 | $104.6M | 1.68% | −28,207−4.0% | Reduced |
| Kiltearn Partners LLP | 554,014 | $86.6M | 10.49% | −121,200−17.9% | Reduced |
| Geode Capital Management, LLC | 542,675 | $84.8M | 0.01% | −12,839−2.3% | Reduced |
| FMR LLC | 539,119 | $84.2M | 0.01% | −1,136,301−67.8% | Reduced |
| Citadel Advisors LLC | 453,813 | $70.9M | 0.07% | +234,850+107.3% | Added |
| Channing Capital Management, LLC | 447,117 | $69.9M | 1.92% | +13,731+3.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 414,721 | $64.8M | 0.28% | +414,721 | New |
| Norges Bank | 385,397 | $60.2M | 0.01% | −21,900−5.4% | Reduced |
| Allianz Asset Management GmbH | 366,515 | $57.3M | 0.09% | −129,558−26.1% | Reduced |
| Charles Schwab Investment Management Inc | 343,063 | $53.6M | 0.01% | −14,709−4.1% | Reduced |
| Bank of New York Mellon Corp | 341,450 | $53.3M | 0.01% | −6,751−1.9% | Reduced |
| LGT Capital Partners Ltd. | 330,430 | $51.6M | 1.76% | −15,900−4.6% | Reduced |
| Northern Trust Corp | 316,792 | $49.5M | 0.01% | +12,852+4.2% | Added |
| Bruni J V & Co | 307,411 | $48.0M | 5.98% | −1,357−0.4% | Reduced |
| LSV Asset Management | 240,504 | $37.6M | 0.08% | +2,000+0.8% | Added |
| Raymond James & Associates | 234,647 | $36.7M | 0.02% | +20,514+9.6% | Added |
| Marshall Wace, LLP | 215,059 | $33.6M | 0.05% | −71,189−24.9% | Reduced |
| Invesco Ltd. | 208,560 | $32.6M | 0.01% | −313,523−60.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 199,096 | $31.1M | 0.13% | +21,566+12.1% | Added |
| D. E. Shaw & Co., Inc. | 195,756 | $30.6M | 0.04% | −41,657−17.5% | Reduced |
| Goldman Sachs Group Inc | 186,344 | $29.1M | 0.01% | +54,333+41.2% | Added |
| Qube Research & Technologies Ltd | 185,592 | $29.0M | 0.05% | −59,921−24.4% | Reduced |
| JPMorgan Chase & Co | 182,113 | $28.5M | 0.00% | −1,675−0.9% | Reduced |
| New York State Common Retirement Fund | 173,582 | $27.1M | 0.04% | +1,892+1.1% | Added |
| Bank of America Corp | 167,451 | $26.2M | 0.00% | +19,402+13.1% | Added |
| Man Group plc | 133,398 | $20.8M | 0.05% | +42,338+46.5% | Added |
| UBS Asset Management Americas Inc | 132,662 | $20.7M | 0.01% | +44,972+51.3% | Added |
| First Trust Advisors LP | 131,308 | $20.5M | 0.02% | +2,715+2.1% | Added |
| Jane Street Group, LLC | 119,109 | $18.6M | 0.02% | +110,893+1,349.7% | Added |
| Nuveen Asset Management, LLC | 117,424 | $18.3M | 0.01% | +24,714+26.7% | Added |
| Basswood Capital Management, L.L.C. | 107,602 | $16.8M | 1.09% | +17,121+18.9% | Added |
| Principal Financial Group Inc | 106,116 | $16.6M | 0.01% | −21,226−16.7% | Reduced |
| Millennium Management LLC | 104,297 | $16.3M | 0.01% | +7,613+7.9% | Added |
| Macquarie Group Ltd | 103,646 | $16.2M | 0.02% | −3,800−3.5% | Reduced |
| Retirement Systems of Alabama | 101,814 | $15.9M | 0.06% | −3,125−3.0% | Reduced |
| North Star Asset Management Inc | 100,015 | $15.6M | 0.74% | +198+0.2% | Added |
| Victory Capital Management Inc | 99,407 | $15.5M | 0.02% | +59,659+150.1% | Added |
| Reinhart Partners, Inc. | 97,950 | $15.3M | 0.64% | −9,389−8.7% | Reduced |
| Rhumbline Advisers | 91,513 | $14.3M | 0.01% | −10,743−10.5% | Reduced |
| Renaissance Technologies LLC | 90,200 | $14.1M | 0.02% | +33,500+59.1% | Added |
| Algert Global LLC | 89,254 | $13.9M | 0.46% | +38,206+74.8% | Added |
| Franklin Resources Inc | 86,167 | $13.5M | 0.00% | +12,585+17.1% | Added |
| Penn Capital Management Co Inc | 85,175 | $13.4M | 1.27% | +4,723+5.9% | Added |
| Voloridge Investment Management, LLC | 83,357 | $13.0M | 0.05% | +69,089+484.2% | Added |
| Russell Investments Group, Ltd. | 76,403 | $11.9M | 0.02% | −1,876−2.4% | Reduced |
| Price T Rowe Associates Inc | 76,380 | $11.9M | 0.00% | +6,461+9.2% | Added |
| California Public Employees Retirement System | 74,861 | $11.7M | 0.01% | +1,978+2.7% | Added |
| Cambria Investment Management, L.P. | 72,595 | $11.3M | 0.69% | −539−0.7% | Reduced |
| Fisher Asset Management, LLC | 71,280 | $11.1M | 0.00% | +3,821+5.7% | Added |
| Wallace Capital Management Inc. | 69,860 | $10.9M | 1.58% | −446−0.6% | Reduced |
| Polar Capital Holdings Plc | 65,489 | $10.2M | 0.06% | −627−0.9% | Reduced |
| UBS Group AG | 64,275 | $10.0M | 0.00% | +15,695+32.3% | Added |
| Wells Fargo & Company | 64,024 | $10.0M | 0.00% | −4,049−5.9% | Reduced |
| Swiss National Bank | 63,900 | $9.98M | 0.01% | −2,800−4.2% | Reduced |
| Bridgewater Associates, LP | 63,325 | $9.89M | 0.05% | −64,151−50.3% | Reduced |
| HRT Financial LP | 62,164 | $9.71M | 0.05% | +59,488+2,223.0% | Added |
| Los Angeles Capital Management LLC | 58,659 | $9.16M | 0.03% | +6,616+12.7% | Added |
| Alliancebernstein L.P. | 56,967 | $8.90M | 0.00% | −5,119−8.2% | Reduced |
| Assenagon Asset Management S.A. | 55,832 | $8.72M | 0.02% | −59,601−51.6% | Reduced |
| Prana Capital Management, LP | 52,690 | $8.23M | 0.39% | −18,342−25.8% | Reduced |
| Engineers Gate Manager LP | 51,649 | $8.07M | 0.18% | +40,375+358.1% | Added |
| Legal & General Group Plc | 50,539 | $7.90M | 0.00% | −1,766−3.4% | Reduced |
| Brandywine Global Investment Management, LLC | 50,281 | $7.86M | 0.06% | +2,092+4.3% | Added |
| New York State Teachers Retirement System | 48,728 | $7.61M | 0.02% | −3,173−6.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,008 | $7.19M | 0.01% | +39,605+618.5% | Added |
| SEI Investments Co | 45,132 | $7.05M | 0.01% | −3,053−6.3% | Reduced |
| Treasurer of the State of North Carolina | 44,960 | $7.02M | 0.03% | +12,015+36.5% | Added |
| Ameriprise Financial Inc | 44,330 | $6.93M | 0.00% | −2,547−5.4% | Reduced |
| Deutsche Bank AG | 42,815 | $6.69M | 0.00% | −86−0.2% | Reduced |
| Nordea Investment Management AB | 42,143 | $6.61M | 0.01% | −557−1.3% | Reduced |
| Corebridge Financial, Inc. | 40,304 | $6.30M | 0.03% | +40,304 | New |
| Storebrand Asset Management AS | 40,208 | $6.28M | 0.02% | −200−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 40,058 | $6.26M | 0.07% | +29,925+295.3% | Added |
| AXA S.A. | 40,036 | $6.25M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 39,405 | $6.15M | 0.00% | +25,998+193.9% | Added |
| Envestnet Asset Management Inc | 39,364 | $6.15M | 0.00% | +3,518+9.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 38,292 | $5.98M | 0.01% | −1,892−4.7% | Reduced |
| Calamos Advisors LLC | 35,430 | $5.54M | 0.03% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 33,109 | $5.17M | 0.12% | +8,660+35.4% | Added |
| California State Teachers Retirement System | 32,055 | $5.01M | 0.01% | −2,141−6.3% | Reduced |
| State of Wisconsin Investment Board | 31,357 | $4.90M | 0.01% | −2,271−6.8% | Reduced |
| Martingale Asset Management L P | 29,532 | $4.61M | 0.10% | +4,860+19.7% | Added |
| Assetmark, Inc | 28,269 | $4.42M | 0.01% | +179+0.6% | Added |
| Truist Financial Corp | 28,210 | $4.41M | 0.01% | −10,143−26.4% | Reduced |
| Great West Life Assurance Co | 28,002 | $4.37M | 0.01% | +635+2.3% | Added |
| Manufacturers Life Insurance Company, The | 26,751 | $4.18M | 0.00% | −2,036−7.1% | Reduced |
| Prudential Financial Inc | 26,448 | $4.13M | 0.01% | +3,912+17.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,000 | $4.06M | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 25,999 | $4.06M | 0.01% | −6,619−20.3% | Reduced |
| Algebris (UK) Ltd | 26,831 | $3.91M | 1.26% | +12,917+92.8% | Added |
| State Board of Administration of Florida Retirement System | 23,608 | $3.69M | 0.01% | −21,466−47.6% | Reduced |