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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 21,396 | $3.34M | 0.28% | +3,534+19.8% | Added |
| State of Tennessee, Treasury Department | 21,595 | $3.37M | 0.01% | −2,942−12.0% | Reduced |
| Oppenheimer Asset Management Inc. | 21,729 | $3.39M | 0.04% | −2,010−8.5% | Reduced |
| Public Employees Retirement System of Ohio | 22,007 | $3.44M | 0.01% | −964−4.2% | Reduced |
| CenterBook Partners LP | 22,437 | $3.51M | 0.22% | −1,787−7.4% | Reduced |
| Citigroup Inc | 23,094 | $3.61M | 0.00% | +13,797+148.4% | Added |
| Voya Investment Management LLC | 23,193 | $3.62M | 0.00% | −10,586−31.3% | Reduced |
| State Board of Administration of Florida Retirement System | 23,608 | $3.69M | 0.01% | −21,466−47.6% | Reduced |
| Algebris (UK) Ltd | 26,831 | $3.91M | 1.26% | +12,917+92.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 25,999 | $4.06M | 0.01% | −6,619−20.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 26,000 | $4.06M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 26,448 | $4.13M | 0.01% | +3,912+17.4% | Added |
| Manufacturers Life Insurance Company, The | 26,751 | $4.18M | 0.00% | −2,036−7.1% | Reduced |
| Great West Life Assurance Co | 28,002 | $4.37M | 0.01% | +635+2.3% | Added |
| Truist Financial Corp | 28,210 | $4.41M | 0.01% | −10,143−26.4% | Reduced |
| Assetmark, Inc | 28,269 | $4.42M | 0.01% | +179+0.6% | Added |
| Martingale Asset Management L P | 29,532 | $4.61M | 0.10% | +4,860+19.7% | Added |
| State of Wisconsin Investment Board | 31,357 | $4.90M | 0.01% | −2,271−6.8% | Reduced |
| California State Teachers Retirement System | 32,055 | $5.01M | 0.01% | −2,141−6.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 33,109 | $5.17M | 0.12% | +8,660+35.4% | Added |
| Calamos Advisors LLC | 35,430 | $5.54M | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 38,292 | $5.98M | 0.01% | −1,892−4.7% | Reduced |
| Envestnet Asset Management Inc | 39,364 | $6.15M | 0.00% | +3,518+9.8% | Added |
| HSBC Holdings PLC | 39,405 | $6.15M | 0.00% | +25,998+193.9% | Added |
| AXA S.A. | 40,036 | $6.25M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 40,058 | $6.26M | 0.07% | +29,925+295.3% | Added |
| Storebrand Asset Management AS | 40,208 | $6.28M | 0.02% | −200−0.5% | Reduced |
| Corebridge Financial, Inc. | 40,304 | $6.30M | 0.03% | +40,304 | New |
| Nordea Investment Management AB | 42,143 | $6.61M | 0.01% | −557−1.3% | Reduced |
| Deutsche Bank AG | 42,815 | $6.69M | 0.00% | −86−0.2% | Reduced |
| Ameriprise Financial Inc | 44,330 | $6.93M | 0.00% | −2,547−5.4% | Reduced |
| Treasurer of the State of North Carolina | 44,960 | $7.02M | 0.03% | +12,015+36.5% | Added |
| SEI Investments Co | 45,132 | $7.05M | 0.01% | −3,053−6.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,008 | $7.19M | 0.01% | +39,605+618.5% | Added |
| New York State Teachers Retirement System | 48,728 | $7.61M | 0.02% | −3,173−6.1% | Reduced |
| Brandywine Global Investment Management, LLC | 50,281 | $7.86M | 0.06% | +2,092+4.3% | Added |
| Legal & General Group Plc | 50,539 | $7.90M | 0.00% | −1,766−3.4% | Reduced |
| Engineers Gate Manager LP | 51,649 | $8.07M | 0.18% | +40,375+358.1% | Added |
| Prana Capital Management, LP | 52,690 | $8.23M | 0.39% | −18,342−25.8% | Reduced |
| Assenagon Asset Management S.A. | 55,832 | $8.72M | 0.02% | −59,601−51.6% | Reduced |
| Alliancebernstein L.P. | 56,967 | $8.90M | 0.00% | −5,119−8.2% | Reduced |
| Los Angeles Capital Management LLC | 58,659 | $9.16M | 0.03% | +6,616+12.7% | Added |
| HRT Financial LP | 62,164 | $9.71M | 0.05% | +59,488+2,223.0% | Added |
| Bridgewater Associates, LP | 63,325 | $9.89M | 0.05% | −64,151−50.3% | Reduced |
| Swiss National Bank | 63,900 | $9.98M | 0.01% | −2,800−4.2% | Reduced |
| Wells Fargo & Company | 64,024 | $10.0M | 0.00% | −4,049−5.9% | Reduced |
| UBS Group AG | 64,275 | $10.0M | 0.00% | +15,695+32.3% | Added |
| Polar Capital Holdings Plc | 65,489 | $10.2M | 0.06% | −627−0.9% | Reduced |
| Wallace Capital Management Inc. | 69,860 | $10.9M | 1.58% | −446−0.6% | Reduced |
| Fisher Asset Management, LLC | 71,280 | $11.1M | 0.00% | +3,821+5.7% | Added |
| Cambria Investment Management, L.P. | 72,595 | $11.3M | 0.69% | −539−0.7% | Reduced |
| California Public Employees Retirement System | 74,861 | $11.7M | 0.01% | +1,978+2.7% | Added |
| Price T Rowe Associates Inc | 76,380 | $11.9M | 0.00% | +6,461+9.2% | Added |
| Russell Investments Group, Ltd. | 76,403 | $11.9M | 0.02% | −1,876−2.4% | Reduced |
| Voloridge Investment Management, LLC | 83,357 | $13.0M | 0.05% | +69,089+484.2% | Added |
| Penn Capital Management Co Inc | 85,175 | $13.4M | 1.27% | +4,723+5.9% | Added |
| Franklin Resources Inc | 86,167 | $13.5M | 0.00% | +12,585+17.1% | Added |
| Algert Global LLC | 89,254 | $13.9M | 0.46% | +38,206+74.8% | Added |
| Renaissance Technologies LLC | 90,200 | $14.1M | 0.02% | +33,500+59.1% | Added |
| Rhumbline Advisers | 91,513 | $14.3M | 0.01% | −10,743−10.5% | Reduced |
| Reinhart Partners, Inc. | 97,950 | $15.3M | 0.64% | −9,389−8.7% | Reduced |
| Victory Capital Management Inc | 99,407 | $15.5M | 0.02% | +59,659+150.1% | Added |
| North Star Asset Management Inc | 100,015 | $15.6M | 0.74% | +198+0.2% | Added |
| Retirement Systems of Alabama | 101,814 | $15.9M | 0.06% | −3,125−3.0% | Reduced |
| Macquarie Group Ltd | 103,646 | $16.2M | 0.02% | −3,800−3.5% | Reduced |
| Millennium Management LLC | 104,297 | $16.3M | 0.01% | +7,613+7.9% | Added |
| Principal Financial Group Inc | 106,116 | $16.6M | 0.01% | −21,226−16.7% | Reduced |
| Basswood Capital Management, L.L.C. | 107,602 | $16.8M | 1.09% | +17,121+18.9% | Added |
| Nuveen Asset Management, LLC | 117,424 | $18.3M | 0.01% | +24,714+26.7% | Added |
| Jane Street Group, LLC | 119,109 | $18.6M | 0.02% | +110,893+1,349.7% | Added |
| First Trust Advisors LP | 131,308 | $20.5M | 0.02% | +2,715+2.1% | Added |
| UBS Asset Management Americas Inc | 132,662 | $20.7M | 0.01% | +44,972+51.3% | Added |
| Man Group plc | 133,398 | $20.8M | 0.05% | +42,338+46.5% | Added |
| Bank of America Corp | 167,451 | $26.2M | 0.00% | +19,402+13.1% | Added |
| New York State Common Retirement Fund | 173,582 | $27.1M | 0.04% | +1,892+1.1% | Added |
| JPMorgan Chase & Co | 182,113 | $28.5M | 0.00% | −1,675−0.9% | Reduced |
| Qube Research & Technologies Ltd | 185,592 | $29.0M | 0.05% | −59,921−24.4% | Reduced |
| Goldman Sachs Group Inc | 186,344 | $29.1M | 0.01% | +54,333+41.2% | Added |
| D. E. Shaw & Co., Inc. | 195,756 | $30.6M | 0.04% | −41,657−17.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 199,096 | $31.1M | 0.13% | +21,566+12.1% | Added |
| Invesco Ltd. | 208,560 | $32.6M | 0.01% | −313,523−60.1% | Reduced |
| Marshall Wace, LLP | 215,059 | $33.6M | 0.05% | −71,189−24.9% | Reduced |
| Raymond James & Associates | 234,647 | $36.7M | 0.02% | +20,514+9.6% | Added |
| LSV Asset Management | 240,504 | $37.6M | 0.08% | +2,000+0.8% | Added |
| Bruni J V & Co | 307,411 | $48.0M | 5.98% | −1,357−0.4% | Reduced |
| Northern Trust Corp | 316,792 | $49.5M | 0.01% | +12,852+4.2% | Added |
| LGT Capital Partners Ltd. | 330,430 | $51.6M | 1.76% | −15,900−4.6% | Reduced |
| Bank of New York Mellon Corp | 341,450 | $53.3M | 0.01% | −6,751−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 343,063 | $53.6M | 0.01% | −14,709−4.1% | Reduced |
| Allianz Asset Management GmbH | 366,515 | $57.3M | 0.09% | −129,558−26.1% | Reduced |
| Norges Bank | 385,397 | $60.2M | 0.01% | −21,900−5.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 414,721 | $64.8M | 0.28% | +414,721 | New |
| Channing Capital Management, LLC | 447,117 | $69.9M | 1.92% | +13,731+3.2% | Added |
| Citadel Advisors LLC | 453,813 | $70.9M | 0.07% | +234,850+107.3% | Added |
| FMR LLC | 539,119 | $84.2M | 0.01% | −1,136,301−67.8% | Reduced |
| Geode Capital Management, LLC | 542,675 | $84.8M | 0.01% | −12,839−2.3% | Reduced |
| Kiltearn Partners LLP | 554,014 | $86.6M | 10.49% | −121,200−17.9% | Reduced |
| Lyrical Asset Management LP | 669,651 | $104.6M | 1.68% | −28,207−4.0% | Reduced |
| Boston Partners | 720,788 | $112.6M | 0.14% | +720,788 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 795,249 | $124.2M | 5.41% | −42,629−5.1% | Reduced |