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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 4,622 | $722.0K | 0.01% | +458+11.0% | Added |
| Brown Brothers Harriman & Co | 4,650 | $726.5K | 0.01% | +150+3.3% | Added |
| Oak Thistle LLC | 4,746 | $741.5K | 0.55% | +4,746 | New |
| Pacer Advisors, Inc. | 4,762 | $744.0K | 0.00% | −1,739−26.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,806 | $750.8K | 0.01% | +3,441+252.1% | Added |
| SG Americas Securities, LLC | 4,805 | $751.0K | 0.00% | −5,559−53.6% | Reduced |
| Nebula Research & Development LLC | 5,052 | $789.3K | 0.13% | +3,630+255.3% | Added |
| Invst, LLC | 5,208 | $807.2K | 0.09% | +310+6.3% | Added |
| Sanctuary Advisors, LLC | 5,104 | $817.7K | 0.01% | +5,104 | New |
| XTX Topco Ltd | 5,269 | $823.2K | 0.07% | +3,380+178.9% | Added |
| Intech Investment Management LLC | 5,341 | $834.4K | 0.01% | +5,341 | New |
| True Wealth Design, LLC | 5,414 | $845.8K | 0.21% | +24+0.4% | Added |
| Asset Management One Co.,Ltd. | 5,452 | $851.8K | 0.00% | +5,452 | New |
| Alberta Investment Management Corp | 5,500 | $859.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,558 | $868.3K | 0.10% | +1,795+47.7% | Added |
| Federated Hermes, Inc. | 5,559 | $868.5K | 0.00% | −350−5.9% | Reduced |
| SkyView Investment Advisors, LLC | 5,681 | $887.0K | 0.16% | +434+8.3% | Added |
| Mackenzie Financial Corp | 5,679 | $887.2K | 0.00% | +1,059+22.9% | Added |
| Quantinno Capital Management LP | 5,782 | $903.3K | 0.02% | +1,349+30.4% | Added |
| Quest Partners LLC | 5,844 | $913.0K | 0.12% | +484+9.0% | Added |
| Citadel Investment Advisory, Inc. | 6,039 | $943.0K | 0.54% | 00.0% | Unchanged |
| Axq Capital, LP | 6,147 | $960.3K | 0.22% | +2,547+70.8% | Added |
| Janney Montgomery Scott LLC | 6,234 | $974.0K | 0.00% | −504−7.5% | Reduced |
| Brevan Howard Capital Management LP | 6,299 | $984.1K | 0.06% | +6,299 | New |
| Creative Planning | 6,483 | $1.01M | 0.00% | +281+4.5% | Added |
| New Mexico Educational Retirement Board | 6,500 | $1.01M | 0.04% | −1,200−15.6% | Reduced |
| Gsa Capital Partners LLP | 6,596 | $1.03M | 0.07% | +2,342+55.1% | Added |
| Oregon Public Employees Retirement Fund | 6,639 | $1.04M | 0.02% | −1,755−20.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,777 | $1.06M | 0.04% | −688−9.2% | Reduced |
| Regions Financial Corp | 6,854 | $1.07M | 0.01% | +20.0% | Added |
| Cornercap Investment Counsel Inc | 6,919 | $1.08M | 0.18% | −62−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,008 | $1.09M | 0.00% | +517+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,062 | $1.10M | 0.01% | −417−5.6% | Reduced |
| Handelsbanken Fonder AB | 7,100 | $1.11M | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 7,102 | $1.11M | 0.10% | −171−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,112 | $1.11M | 0.03% | −429−5.7% | Reduced |
| Royal Bank of Canada | 7,114 | $1.11M | 0.00% | +1,727+32.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,382 | $1.15M | 0.06% | −6,267−45.9% | Reduced |
| Cerity Partners LLC | 7,466 | $1.17M | 0.00% | −4,763−38.9% | Reduced |
| Wedge Capital Management L L P | 7,566 | $1.18M | 0.02% | +33+0.4% | Added |
| Bank of Nova Scotia | 7,600 | $1.19M | 0.00% | +7,600 | New |
| Lecap Asset Management Ltd | 7,651 | $1.20M | 0.26% | +2,364+44.7% | Added |
| Thrivent Financial for Lutherans | 7,699 | $1.20M | 0.00% | −773−9.1% | Reduced |
| State of Michigan Retirement System | 7,719 | $1.21M | 0.01% | −600−7.2% | Reduced |
| Commerce Bank | 7,833 | $1.22M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 7,860 | $1.23M | 0.00% | −7,597−49.1% | Reduced |
| Cresset Asset Management, LLC | 8,043 | $1.26M | 0.01% | −25−0.3% | Reduced |
| Raymond James Trust N.A. | 8,112 | $1.27M | 0.03% | +42+0.5% | Added |
| Nisa Investment Advisors, LLC | 8,124 | $1.27M | 0.01% | +150+1.9% | Added |
| Diversified Trust Co | 8,278 | $1.29M | 0.04% | +8,278 | New |
| Convergence Investment Partners, LLC | 8,671 | $1.35M | 0.40% | +4,688+117.7% | Added |
| Danske Bank A/S | 8,733 | $1.36M | 0.01% | −16,675−65.6% | Reduced |
| Neuberger Berman Group LLC | 8,915 | $1.39M | 0.00% | +33+0.4% | Added |
| Louisiana State Employees Retirement System | 9,000 | $1.41M | 0.03% | −700−7.2% | Reduced |
| Arizona State Retirement System | 9,087 | $1.42M | 0.01% | −204−2.2% | Reduced |
| Redwood Investment Management, LLC | 8,892 | $1.42M | 0.12% | −134−1.5% | Reduced |
| Ensign Peak Advisors, Inc | 9,902 | $1.55M | 0.00% | +60+0.6% | Added |
| Hi-Line Capital Management, LLC | 9,990 | $1.56M | 0.66% | 00.0% | Unchanged |
| JustInvest LLC | 10,200 | $1.59M | 0.03% | −443−4.2% | Reduced |
| Eagle Asset Management Inc | 10,322 | $1.60M | 0.01% | +10,322 | New |
| BNP Paribas Arbitrage, SA | 10,446 | $1.63M | 0.00% | +3,146+43.1% | Added |
| ClariVest Asset Management LLC | 10,612 | $1.66M | 0.17% | +10,612 | New |
| State of New Jersey Common Pension Fund D | 11,738 | $1.83M | 0.01% | −7,122−37.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $1.83M | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 12,054 | $1.88M | 0.01% | +1,629+15.6% | Added |
| CI Private Wealth, LLC | 12,101 | $1.89M | 0.00% | +1,296+12.0% | Added |
| Teachers Retirement System of the State of Kentucky | 12,102 | $1.89M | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 12,434 | $1.94M | 0.02% | −9,049−42.1% | Reduced |
| Natixis Advisors, L.P. | 12,473 | $1.95M | 0.00% | +368+3.0% | Added |
| Blair William & Co | 12,905 | $2.02M | 0.01% | −19−0.1% | Reduced |
| Yousif Capital Management, LLC | 14,037 | $2.19M | 0.02% | −2,085−12.9% | Reduced |
| Janus Henderson Group PLC | 14,495 | $2.26M | 0.00% | −172−1.2% | Reduced |
| Long Road Investment Counsel, LLC | 14,535 | $2.27M | 0.99% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 14,591 | $2.28M | 0.01% | −289−1.9% | Reduced |
| Pathstone Holdings, LLC | 14,729 | $2.30M | 0.01% | +149+1.0% | Added |
| Comerica Bank | 14,778 | $2.31M | 0.01% | −1,732−10.5% | Reduced |
| Wellington Management Group LLP | 14,984 | $2.34M | 0.00% | −1,429−8.7% | Reduced |
| Aquatic Capital Management LLC | 15,300 | $2.39M | 0.09% | +2,300+17.7% | Added |
| Susquehanna International Group, LLP | 15,737 | $2.46M | 0.00% | +3,332+26.9% | Added |
| Seascape Capital Management | 16,001 | $2.50M | 0.93% | +333+2.1% | Added |
| Quadrature Capital Ltd | 16,025 | $2.50M | 0.04% | −5,485−25.5% | Reduced |
| Trexquant Investment LP | 16,236 | $2.54M | 0.04% | +11,504+243.1% | Added |
| MetLife Investment Management | 16,780 | $2.62M | 0.02% | −1,786−9.6% | Reduced |
| Bank of Montreal | 16,454 | $2.64M | 0.00% | +3,867+30.7% | Added |
| Henshaw Capital LLC | 16,992 | $2.65M | 0.12% | +10.0% | Added |
| Illinois Municipal Retirement Fund | 17,007 | $2.66M | 0.04% | +3,959+30.3% | Added |
| Amplius Wealth Advisors, LLC | 17,195 | $2.69M | 0.30% | −1,730−9.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,257 | $2.70M | 0.08% | −1,200−6.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 17,422 | $2.72M | 0.01% | +7,936+83.7% | Added |
| Advisors Preferred, LLC | 17,987 | $2.79M | 0.48% | +17,987 | New |
| Verdence Capital Advisors LLC | 17,904 | $2.80M | 0.25% | +742+4.3% | Added |
| Mutual of America Capital Management LLC | 18,245 | $2.85M | 0.03% | −1,900−9.4% | Reduced |
| Teacher Retirement System of Texas | 18,278 | $2.86M | 0.02% | +1,926+11.8% | Added |
| Lazard Asset Management LLC | 18,307 | $2.86M | 0.00% | −229−1.2% | Reduced |
| State of Alaska, Department of Revenue | 18,475 | $2.88M | 0.03% | −185−1.0% | Reduced |
| Poehling Capital Management, LLC | 18,765 | $2.93M | 0.80% | 00.0% | Unchanged |
| Amalgamated Bank | 19,985 | $3.12M | 0.03% | −3,198−13.8% | Reduced |
| Amundi | 20,478 | $3.21M | 0.00% | −2,310−10.1% | Reduced |
| Alaska Permanent Fund Corp | 17,371 | $3.22M | 0.05% | +779+4.7% | Added |
| Barclays PLC | 21,186 | $3.31M | 0.00% | −19,336−47.7% | Reduced |