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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ2 2024: 407 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ2 2024: $4.57B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nebula Research & Development LLC5,052$789.3K0.13%+3,630+255.3%Added
SG Americas Securities, LLC4,805$751.0K0.00%−5,559−53.6%Reduced
Tower Research Capital LLC (TRC)4,806$750.8K0.01%+3,441+252.1%Added
Pacer Advisors, Inc.4,762$744.0K0.00%−1,739−26.7%Reduced
Oak Thistle LLC4,746$741.5K0.55%+4,746New
Brown Brothers Harriman & Co4,650$726.5K0.01%+150+3.3%Added
Resources Investment Advisors, LLC.4,622$722.0K0.01%+458+11.0%Added
Petrus Trust Company, LTA4,443$694.1K0.06%−1,077−19.5%Reduced
Stifel Financial Corp4,383$684.8K0.00%−147−3.2%Reduced
Mariner, LLC4,329$676.3K0.00%+88+2.1%Added
Advisory Services Network, LLC4,311$673.4K0.01%+30+0.7%Added
Pictet Asset Management Holding SA4,247$663.5K0.00%−92−2.1%Reduced
Colony Group, LLC4,141$647.0K0.00%−22−0.5%Reduced
Kendall Capital Management4,135$646.0K0.22%+100+2.5%Added
First Hawaiian Bank4,121$643.8K0.02%+4,121New
FJ Capital Management LLC4,070$635.9K0.07%+4,070New
Legacy Wealth Asset Management, LLC4,052$633.0K0.18%+270+7.1%Added
Summit Global Investments3,956$618.0K0.04%+3,956New
New York Life Investment Management LLC3,941$615.7K0.01%−1,935−32.9%Reduced
Ethic Inc.3,905$610.1K0.01%−16−0.4%Reduced
Two Sigma Advisers, LP3,900$609.3K0.00%−300−7.1%Reduced
Boothbay Fund Management, LLC3,819$596.6K0.02%+3,819New
Xponance, Inc.3,768$588.7K0.01%−884−19.0%Reduced
Wealth Enhancement Advisory Services, LLC3,765$588.3K0.00%−3,570−48.7%Reduced
Hillsdale Investment Management Inc.3,740$584.3K0.05%00.0%Unchanged
Cubist Systematic Strategies, LLC3,678$574.5K0.01%−38,245−91.2%Reduced
Foundry Partners, LLC3,671$573.5K0.03%+3,671New
LPL Financial LLC3,657$571.3K0.00%−239−6.1%Reduced
Congress Wealth Management LLC3,642$569.0K0.01%+3,642New
Point72 Asia (Singapore) Pte. Ltd.3,641$568.8K0.12%+3,191+709.1%Added
Welch & Forbes LLC3,650$565.9K0.01%00.0%Unchanged
RBF Capital, LLC3,600$562.4K0.03%00.0%Unchanged
Wilkinson Global Asset Management LLC3,600$562.4K0.04%00.0%Unchanged
O'Shaughnessy Asset Management, LLC3,533$552.0K0.01%+272+8.3%Added
US Bancorp3,425$535.1K0.00%−14−0.4%Reduced
Public Employees Retirement Association of Colorado3,426$535.0K0.00%00.0%Unchanged
Inceptionr LLC3,304$516.2K0.15%+1,565+90.0%Added
River & Mercantile Asset Management LLP3,201$500.1K0.14%−91−2.8%Reduced
National Bank of Canada3,157$488.5K0.00%+805+34.2%Added
Cornerstone Investment Partners, LLC3,102$484.6K0.02%−16−0.5%Reduced
Vident Advisory, LLC3,089$482.6K0.01%−497−13.9%Reduced
Bridgefront Capital, LLC3,072$479.9K0.20%+3,072New
Radnor Capital Management, LLC2,970$464.0K0.14%−150−4.8%Reduced
Advisor Group Holdings, Inc.2,893$452.0K0.00%+2,256+354.2%Added
Custom Index Systems, LLC2,889$451.3K0.26%−148−4.9%Reduced
Qsemble Capital Management, LP2,884$450.6K0.09%+2,884New
AdvisorShares Investments LLC2,872$445.1K0.08%−128−4.3%Reduced
Burney Co2,780$434.3K0.02%00.0%Unchanged
CWM, LLC2,720$425.0K0.00%+220+8.8%Added
Maryland State Retirement & Pension System2,720$424.9K0.01%00.0%Unchanged
Quantedge Capital Pte Ltd2,700$421.8K0.15%+2,700New
Two Sigma Investments, LP2,671$417.3K0.00%+2,671New
Cetera Investment Advisers2,632$411.2K0.00%−854−24.5%Reduced
Allegheny Financial Group LTD2,630$410.9K0.12%+419+19.0%Added
Securian Asset Management, Inc2,541$397.0K0.01%−212−7.7%Reduced
Walleye Capital LLC2,511$392.3K0.00%+2,511New
Harbor Advisors LLC2,500$390.6K0.07%00.0%Unchanged
Toroso Investments, LLC2,498$390.3K0.01%−4,391−63.7%Reduced
The PNC Financial Services Group, Inc.2,494$389.6K0.00%−1,993−44.4%Reduced
Ironwood Investment Counsel, LLC2,490$389.0K0.07%−25−1.0%Reduced
Ontario Teachers Pension Plan Board2,398$374.6K0.00%−5,474−69.5%Reduced
Holocene Advisors, LP2,390$373.4K0.00%−22,666−90.5%Reduced
Fox Run Management, L.L.C.2,389$373.2K0.07%+356+17.5%Added
Coldstream Capital Management Inc2,362$369.0K0.01%+2+0.1%Added
Procyon Private Wealth Partners, LLC2,351$367.3K0.03%00.0%Unchanged
Forte Capital LLC2,327$363.5K0.04%+545+30.6%Added
Point72 (DIFC) Ltd2,280$356.1K0.03%−258−10.2%Reduced
Gabelli Funds LLC2,250$351.5K0.00%00.0%Unchanged
Guinness Asset Management LTD2,236$349.3K0.01%−187−7.7%Reduced
South Dakota Investment Council2,188$342.0K0.01%00.0%Unchanged
HighTower Advisors, LLC2,221$340.0K0.00%−193−8.0%Reduced
Laurion Capital Management LP2,139$334.2K0.01%+2,139New
MQS Management LLC2,092$326.8K0.20%+2,092New
Dynamic Technology Lab Private Ltd2,030$317.0K0.04%+2,030New
United Capital Financial Advisers, LLC1,993$311.3K0.00%−147−6.9%Reduced
Hancock Whitney Corp1,991$311.1K0.01%−1,661−45.5%Reduced
Lighthouse Investment Partners, LLC1,989$310.7K0.02%+1,989New
Captrust Financial Advisors1,940$303.2K0.00%−257−11.7%Reduced
Alpha DNA Investment Management LLC1,933$302.0K0.17%+1,933New
Crossmark Global Holdings, Inc.1,908$298.0K0.01%−1,627−46.0%Reduced
Callan Capital, LLC1,883$294.2K0.02%+139+8.0%Added
M&T Bank Corp1,872$292.5K0.00%−47−2.4%Reduced
Verition Fund Management LLC1,849$288.9K0.00%−3,972−68.2%Reduced
Greenleaf Trust1,766$275.9K0.00%−15−0.8%Reduced
L2 Asset Management, LLC1,749$273.2K0.08%+90+5.4%Added
Marcum Wealth, LLC1,706$266.5K0.03%+1,706New
Utah Retirement Systems1,700$265.6K0.00%−200−10.5%Reduced
Gamco Investors, Inc. Et Al1,700$265.6K0.00%+500+41.7%Added
Raymond James Financial Services Advisors, Inc.1,695$264.8K0.00%−287−14.5%Reduced
Nicolet Bankshares Inc1,688$263.7K0.07%−110−6.1%Reduced
Empirical Asset Management, LLC1,629$254.5K0.10%+229+16.4%Added
Investment Partners, Ltd.1,585$247.6K0.11%−30−1.9%Reduced
Guggenheim Capital LLC1,523$237.9K0.00%−2,022−57.0%Reduced
Glenmede Trust Co NA1,512$236.2K0.00%+1,512New
ProShare Advisors LLC1,503$234.8K0.00%−146−8.9%Reduced
Avantax Advisory Services, Inc.1,494$233.4K0.00%+1,494New
Tolleson Wealth Management, Inc.1,437$225.0K0.04%+118+8.9%Added
Cadent Capital Advisors, LLC1,410$220.3K0.09%−357−20.2%Reduced
Kapitalo Investimentos Ltda1,399$218.6K0.07%+1,399New
Forum Financial Management, LP1,379$215.4K0.00%+2+0.1%Added