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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 0 | $59 | 0.00% | 0 | New |
| Harbor Investment Advisory, LLC | 1 | $156 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $157 | 0.00% | +1 | New |
| Bokf, NA | 2 | $312 | 0.00% | −51−96.2% | Reduced |
| Central Trust Co | 3 | $469 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $469 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 4 | $624 | 0.00% | +4 | New |
| Huntington National Bank | 4 | $625 | 0.00% | −6−60.0% | Reduced |
| Bogart Wealth, LLC | 4 | $625 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $625 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $781 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $781 | 0.00% | +3+150.0% | Added |
| Raffa Wealth Management, LLC | 6 | $937 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6 | $937 | 0.00% | +6 | New |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Sachetta, LLC | 7 | $1.29K | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $1.41K | 0.00% | +3+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $1.41K | 0.00% | −1−10.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Motco | 11 | $1.72K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $2.19K | 0.00% | −39−73.6% | Reduced |
| Farmers & Merchants Investments Inc | 14 | $2.19K | 0.00% | −2−12.5% | Reduced |
| Tortoise Investment Management, LLC | 14 | $2.19K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $2.34K | 0.00% | −100−87.0% | Reduced |
| Proequities, Inc. | 15 | $2.34K | 0.00% | +15 | New |
| JJJ Advisors Inc. | 15 | $2.34K | 0.00% | +2+15.4% | Added |
| Westend Capital Management, LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $2.66K | 0.00% | +5+41.7% | Added |
| Hobbs Group Advisors, LLC | 17 | $2.66K | 0.00% | +17 | New |
| Versant Capital Management, Inc | 18 | $2.81K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $2.81K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $3.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.44K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $3.59K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $3.91K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $3.91K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $4.22K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 30 | $4.69K | 0.00% | +12+66.7% | Added |
| JFS Wealth Advisors, LLC | 30 | $4.69K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $4.69K | 0.00% | +30 | New |
| Umb Bank N A | 32 | $5.00K | 0.00% | −22−40.7% | Reduced |
| Eagle Bay Advisors LLC | 32 | $5.00K | 0.00% | +32 | New |
| Benjamin F. Edwards & Company, Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 33 | $5.16K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 33 | $5.16K | 0.00% | +33 | New |
| Parkside Financial Bank & Trust | 35 | $5.47K | 0.00% | +35 | New |
| CIBC Private Wealth Group, LLC | 41 | $6.35K | 0.00% | −761−94.9% | Reduced |
| Massmutual Trust Co FSB | 42 | $6.56K | 0.00% | −4−8.7% | Reduced |
| Smartleaf Asset Management LLC | 49 | $7.63K | 0.00% | −1,056−95.6% | Reduced |
| Promethos Capital, LLC | 50 | $7.81K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $8.28K | 0.00% | 00.0% | Unchanged |
| Natixis | 58 | $9.06K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 61 | $9.53K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 71 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 72 | $11.2K | 0.00% | +72 | New |
| Plante Moran Financial Advisors, LLC | 73 | $11.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 75 | $11.7K | 0.00% | +75 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 79 | $12.3K | 0.00% | −104−56.8% | Reduced |
| Private Trust Co NA | 82 | $12.8K | 0.00% | +48+141.2% | Added |
| Simplex Trading, LLC | 84 | $13.0K | 0.00% | +84 | New |
| Rise Advisors, LLC | 93 | $14.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $14.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 97 | $15.2K | 0.00% | +90+1,285.7% | Added |
| Investors Research Corp | 150 | $23.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 143 | $24.0K | 0.00% | +100+232.6% | Added |
| WealthCollab, LLC | 163 | $25.5K | 0.02% | −30−15.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 174 | $27.2K | 0.00% | −386−68.9% | Reduced |
| Altshuler Shaham Ltd | 177 | $27.7K | 0.00% | +177 | New |
| Lindbrook Capital, LLC | 183 | $28.6K | 0.00% | +10+5.8% | Added |
| First Horizon Advisors, Inc. | 211 | $33.0K | 0.00% | −5−2.3% | Reduced |
| Venturi Wealth Management, LLC | 237 | $37.0K | 0.00% | +215+977.3% | Added |
| IFP Advisors, Inc | 246 | $38.4K | 0.00% | +56+29.5% | Added |
| Farther Finance Advisors, LLC | 285 | $44.1K | 0.00% | +56+24.5% | Added |
| Fifth Third Bancorp | 298 | $46.6K | 0.00% | +34+12.9% | Added |
| Daiwa Securities Group Inc. | 300 | $47.0K | 0.00% | +300 | New |
| Nomura Asset Management Co Ltd | 320 | $50.0K | 0.00% | +100+45.5% | Added |
| Ci Investments Inc. | 320 | $50.0K | 0.00% | +11+3.6% | Added |
| Goodman Advisory Group, LLC | 322 | $50.3K | 0.02% | +322 | New |
| Whittier Trust Co | 325 | $50.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 388 | $60.0K | 0.04% | −156−28.7% | Reduced |
| GAMMA Investing LLC | 390 | $60.9K | 0.01% | −89−18.6% | Reduced |
| Smithfield Trust Co | 410 | $63.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 400 | $74.2K | 0.00% | −107−21.1% | Reduced |
| TD Private Client Wealth LLC | 490 | $76.6K | 0.00% | +490 | New |
| Northwestern Mutual Wealth Management Co | 498 | $77.8K | 0.00% | −45−8.3% | Reduced |
| State of Wyoming | 525 | $82.0K | 0.01% | −7−1.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $93.7K | 0.03% | +600 | New |
| EntryPoint Capital, LLC | 624 | $97.5K | 0.05% | +624 | New |
| Quadrant Capital Group LLC | 639 | $99.8K | 0.01% | +39+6.5% | Added |
| Walleye Trading LLC | 710 | $110.9K | 0.00% | +710 | New |
| KBC Group NV | 835 | $130.0K | 0.00% | +121+16.9% | Added |
| Signaturefd, LLC | 895 | $139.9K | 0.00% | −26−2.8% | Reduced |
| Quarry LP | 927 | $144.8K | 0.06% | +927 | New |
| Cetera Trust Company, N.A | 955 | $149.2K | 0.09% | +955 | New |
| Ronald Blue Trust, Inc. | 962 | $161.1K | 0.00% | +499+107.8% | Added |
| Bessemer Group Inc | 1,069 | $166.0K | 0.00% | 00.0% | Unchanged |