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 |
|---|---|---|---|---|---|
| Partnership Wealth Management, LLC | 1,070 | $167.2K | 0.12% | −603−36.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,105 | $172.0K | 0.00% | −38−3.3% | Reduced |
| EMC Capital Management | 1,190 | $186.0K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,212 | $189.4K | 0.00% | +15+1.3% | Added |
| Bank of New Hampshire | 1,239 | $193.6K | 0.05% | −99−7.4% | Reduced |
| Integrated Investment Consultants, LLC | 1,200 | $201.0K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,366 | $213.4K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,379 | $215.4K | 0.00% | +2+0.1% | Added |
| Kapitalo Investimentos Ltda | 1,399 | $218.6K | 0.07% | +1,399 | New |
| Cadent Capital Advisors, LLC | 1,410 | $220.3K | 0.09% | −357−20.2% | Reduced |
| Tolleson Wealth Management, Inc. | 1,437 | $225.0K | 0.04% | +118+8.9% | Added |
| Avantax Advisory Services, Inc. | 1,494 | $233.4K | 0.00% | +1,494 | New |
| ProShare Advisors LLC | 1,503 | $234.8K | 0.00% | −146−8.9% | Reduced |
| Glenmede Trust Co NA | 1,512 | $236.2K | 0.00% | +1,512 | New |
| Guggenheim Capital LLC | 1,523 | $237.9K | 0.00% | −2,022−57.0% | Reduced |
| Investment Partners, Ltd. | 1,585 | $247.6K | 0.11% | −30−1.9% | Reduced |
| Empirical Asset Management, LLC | 1,629 | $254.5K | 0.10% | +229+16.4% | Added |
| Nicolet Bankshares Inc | 1,688 | $263.7K | 0.07% | −110−6.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,695 | $264.8K | 0.00% | −287−14.5% | Reduced |
| Utah Retirement Systems | 1,700 | $265.6K | 0.00% | −200−10.5% | Reduced |
| Gamco Investors, Inc. Et Al | 1,700 | $265.6K | 0.00% | +500+41.7% | Added |
| Marcum Wealth, LLC | 1,706 | $266.5K | 0.03% | +1,706 | New |
| L2 Asset Management, LLC | 1,749 | $273.2K | 0.08% | +90+5.4% | Added |
| Greenleaf Trust | 1,766 | $275.9K | 0.00% | −15−0.8% | Reduced |
| Verition Fund Management LLC | 1,849 | $288.9K | 0.00% | −3,972−68.2% | Reduced |
| M&T Bank Corp | 1,872 | $292.5K | 0.00% | −47−2.4% | Reduced |
| Callan Capital, LLC | 1,883 | $294.2K | 0.02% | +139+8.0% | Added |
| Crossmark Global Holdings, Inc. | 1,908 | $298.0K | 0.01% | −1,627−46.0% | Reduced |
| Alpha DNA Investment Management LLC | 1,933 | $302.0K | 0.17% | +1,933 | New |
| Captrust Financial Advisors | 1,940 | $303.2K | 0.00% | −257−11.7% | Reduced |
| Lighthouse Investment Partners, LLC | 1,989 | $310.7K | 0.02% | +1,989 | New |
| Hancock Whitney Corp | 1,991 | $311.1K | 0.01% | −1,661−45.5% | Reduced |
| United Capital Financial Advisers, LLC | 1,993 | $311.3K | 0.00% | −147−6.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,030 | $317.0K | 0.04% | +2,030 | New |
| MQS Management LLC | 2,092 | $326.8K | 0.20% | +2,092 | New |
| Laurion Capital Management LP | 2,139 | $334.2K | 0.01% | +2,139 | New |
| HighTower Advisors, LLC | 2,221 | $340.0K | 0.00% | −193−8.0% | Reduced |
| South Dakota Investment Council | 2,188 | $342.0K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,236 | $349.3K | 0.01% | −187−7.7% | Reduced |
| Gabelli Funds LLC | 2,250 | $351.5K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,280 | $356.1K | 0.03% | −258−10.2% | Reduced |
| Forte Capital LLC | 2,327 | $363.5K | 0.04% | +545+30.6% | Added |
| Procyon Private Wealth Partners, LLC | 2,351 | $367.3K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,362 | $369.0K | 0.01% | +2+0.1% | Added |
| Fox Run Management, L.L.C. | 2,389 | $373.2K | 0.07% | +356+17.5% | Added |
| Holocene Advisors, LP | 2,390 | $373.4K | 0.00% | −22,666−90.5% | Reduced |
| Ontario Teachers Pension Plan Board | 2,398 | $374.6K | 0.00% | −5,474−69.5% | Reduced |
| Ironwood Investment Counsel, LLC | 2,490 | $389.0K | 0.07% | −25−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,494 | $389.6K | 0.00% | −1,993−44.4% | Reduced |
| Toroso Investments, LLC | 2,498 | $390.3K | 0.01% | −4,391−63.7% | Reduced |
| Harbor Advisors LLC | 2,500 | $390.6K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,511 | $392.3K | 0.00% | +2,511 | New |
| Securian Asset Management, Inc | 2,541 | $397.0K | 0.01% | −212−7.7% | Reduced |
| Allegheny Financial Group LTD | 2,630 | $410.9K | 0.12% | +419+19.0% | Added |
| Cetera Investment Advisers | 2,632 | $411.2K | 0.00% | −854−24.5% | Reduced |
| Two Sigma Investments, LP | 2,671 | $417.3K | 0.00% | +2,671 | New |
| Quantedge Capital Pte Ltd | 2,700 | $421.8K | 0.15% | +2,700 | New |
| Maryland State Retirement & Pension System | 2,720 | $424.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,720 | $425.0K | 0.00% | +220+8.8% | Added |
| Burney Co | 2,780 | $434.3K | 0.02% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,872 | $445.1K | 0.08% | −128−4.3% | Reduced |
| Qsemble Capital Management, LP | 2,884 | $450.6K | 0.09% | +2,884 | New |
| Custom Index Systems, LLC | 2,889 | $451.3K | 0.26% | −148−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,893 | $452.0K | 0.00% | +2,256+354.2% | Added |
| Radnor Capital Management, LLC | 2,970 | $464.0K | 0.14% | −150−4.8% | Reduced |
| Bridgefront Capital, LLC | 3,072 | $479.9K | 0.20% | +3,072 | New |
| Vident Advisory, LLC | 3,089 | $482.6K | 0.01% | −497−13.9% | Reduced |
| Cornerstone Investment Partners, LLC | 3,102 | $484.6K | 0.02% | −16−0.5% | Reduced |
| National Bank of Canada | 3,157 | $488.5K | 0.00% | +805+34.2% | Added |
| River & Mercantile Asset Management LLP | 3,201 | $500.1K | 0.14% | −91−2.8% | Reduced |
| Inceptionr LLC | 3,304 | $516.2K | 0.15% | +1,565+90.0% | Added |
| Public Employees Retirement Association of Colorado | 3,426 | $535.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,425 | $535.1K | 0.00% | −14−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,533 | $552.0K | 0.01% | +272+8.3% | Added |
| RBF Capital, LLC | 3,600 | $562.4K | 0.03% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 3,600 | $562.4K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,650 | $565.9K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,641 | $568.8K | 0.12% | +3,191+709.1% | Added |
| Congress Wealth Management LLC | 3,642 | $569.0K | 0.01% | +3,642 | New |
| LPL Financial LLC | 3,657 | $571.3K | 0.00% | −239−6.1% | Reduced |
| Foundry Partners, LLC | 3,671 | $573.5K | 0.03% | +3,671 | New |
| Cubist Systematic Strategies, LLC | 3,678 | $574.5K | 0.01% | −38,245−91.2% | Reduced |
| Hillsdale Investment Management Inc. | 3,740 | $584.3K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,765 | $588.3K | 0.00% | −3,570−48.7% | Reduced |
| Xponance, Inc. | 3,768 | $588.7K | 0.01% | −884−19.0% | Reduced |
| Boothbay Fund Management, LLC | 3,819 | $596.6K | 0.02% | +3,819 | New |
| Two Sigma Advisers, LP | 3,900 | $609.3K | 0.00% | −300−7.1% | Reduced |
| Ethic Inc. | 3,905 | $610.1K | 0.01% | −16−0.4% | Reduced |
| New York Life Investment Management LLC | 3,941 | $615.7K | 0.01% | −1,935−32.9% | Reduced |
| Summit Global Investments | 3,956 | $618.0K | 0.04% | +3,956 | New |
| Legacy Wealth Asset Management, LLC | 4,052 | $633.0K | 0.18% | +270+7.1% | Added |
| FJ Capital Management LLC | 4,070 | $635.9K | 0.07% | +4,070 | New |
| First Hawaiian Bank | 4,121 | $643.8K | 0.02% | +4,121 | New |
| Kendall Capital Management | 4,135 | $646.0K | 0.22% | +100+2.5% | Added |
| Colony Group, LLC | 4,141 | $647.0K | 0.00% | −22−0.5% | Reduced |
| Pictet Asset Management Holding SA | 4,247 | $663.5K | 0.00% | −92−2.1% | Reduced |
| Advisory Services Network, LLC | 4,311 | $673.4K | 0.01% | +30+0.7% | Added |
| Mariner, LLC | 4,329 | $676.3K | 0.00% | +88+2.1% | Added |
| Stifel Financial Corp | 4,383 | $684.8K | 0.00% | −147−3.2% | Reduced |
| Petrus Trust Company, LTA | 4,443 | $694.1K | 0.06% | −1,077−19.5% | Reduced |