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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,366 | $213.4K | 0.02% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,200 | $201.0K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,239 | $193.6K | 0.05% | −99−7.4% | Reduced |
| Parallel Advisors, LLC | 1,212 | $189.4K | 0.00% | +15+1.3% | Added |
| EMC Capital Management | 1,190 | $186.0K | 0.11% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,105 | $172.0K | 0.00% | −38−3.3% | Reduced |
| Partnership Wealth Management, LLC | 1,070 | $167.2K | 0.12% | −603−36.0% | Reduced |
| Bessemer Group Inc | 1,069 | $166.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 962 | $161.1K | 0.00% | +499+107.8% | Added |
| Cetera Trust Company, N.A | 955 | $149.2K | 0.09% | +955 | New |
| Quarry LP | 927 | $144.8K | 0.06% | +927 | New |
| Signaturefd, LLC | 895 | $139.9K | 0.00% | −26−2.8% | Reduced |
| KBC Group NV | 835 | $130.0K | 0.00% | +121+16.9% | Added |
| Walleye Trading LLC | 710 | $110.9K | 0.00% | +710 | New |
| Quadrant Capital Group LLC | 639 | $99.8K | 0.01% | +39+6.5% | Added |
| EntryPoint Capital, LLC | 624 | $97.5K | 0.05% | +624 | New |
| Catalyst Funds Management Pty Ltd | 600 | $93.7K | 0.03% | +600 | New |
| State of Wyoming | 525 | $82.0K | 0.01% | −7−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 498 | $77.8K | 0.00% | −45−8.3% | Reduced |
| TD Private Client Wealth LLC | 490 | $76.6K | 0.00% | +490 | New |
| EverSource Wealth Advisors, LLC | 400 | $74.2K | 0.00% | −107−21.1% | Reduced |
| Smithfield Trust Co | 410 | $63.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 390 | $60.9K | 0.01% | −89−18.6% | Reduced |
| Covestor Ltd | 388 | $60.0K | 0.04% | −156−28.7% | Reduced |
| Whittier Trust Co | 325 | $50.8K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 322 | $50.3K | 0.02% | +322 | New |
| Ci Investments Inc. | 320 | $50.0K | 0.00% | +11+3.6% | Added |
| Nomura Asset Management Co Ltd | 320 | $50.0K | 0.00% | +100+45.5% | Added |
| Daiwa Securities Group Inc. | 300 | $47.0K | 0.00% | +300 | New |
| Fifth Third Bancorp | 298 | $46.6K | 0.00% | +34+12.9% | Added |
| Farther Finance Advisors, LLC | 285 | $44.1K | 0.00% | +56+24.5% | Added |
| IFP Advisors, Inc | 246 | $38.4K | 0.00% | +56+29.5% | Added |
| Venturi Wealth Management, LLC | 237 | $37.0K | 0.00% | +215+977.3% | Added |
| First Horizon Advisors, Inc. | 211 | $33.0K | 0.00% | −5−2.3% | Reduced |
| Lindbrook Capital, LLC | 183 | $28.6K | 0.00% | +10+5.8% | Added |
| Altshuler Shaham Ltd | 177 | $27.7K | 0.00% | +177 | New |
| Steward Partners Investment Advisory, LLC | 174 | $27.2K | 0.00% | −386−68.9% | Reduced |
| WealthCollab, LLC | 163 | $25.5K | 0.02% | −30−15.5% | Reduced |
| Allworth Financial LP | 143 | $24.0K | 0.00% | +100+232.6% | Added |
| Investors Research Corp | 150 | $23.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 97 | $15.2K | 0.00% | +90+1,285.7% | Added |
| Bell Investment Advisors, Inc | 95 | $14.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 93 | $14.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 84 | $13.0K | 0.00% | +84 | New |
| Private Trust Co NA | 82 | $12.8K | 0.00% | +48+141.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 79 | $12.3K | 0.00% | −104−56.8% | Reduced |
| Addison Advisors LLC | 75 | $11.7K | 0.00% | +75 | New |
| Plante Moran Financial Advisors, LLC | 73 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 72 | $11.2K | 0.00% | +72 | New |
| Jones Financial Companies LLLP | 71 | $11.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 61 | $9.53K | 0.01% | 00.0% | Unchanged |
| Natixis | 58 | $9.06K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $8.28K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $7.81K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 49 | $7.63K | 0.00% | −1,056−95.6% | Reduced |
| Massmutual Trust Co FSB | 42 | $6.56K | 0.00% | −4−8.7% | Reduced |
| CIBC Private Wealth Group, LLC | 41 | $6.35K | 0.00% | −761−94.9% | Reduced |
| Parkside Financial Bank & Trust | 35 | $5.47K | 0.00% | +35 | New |
| Webster Bank, N. A. | 33 | $5.16K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 33 | $5.16K | 0.00% | +33 | New |
| Benjamin F. Edwards & Company, Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 32 | $5.00K | 0.00% | −22−40.7% | Reduced |
| Eagle Bay Advisors LLC | 32 | $5.00K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 30 | $4.69K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $4.69K | 0.00% | +30 | New |
| Allspring Global Investments Holdings, LLC | 30 | $4.69K | 0.00% | +12+66.7% | Added |
| Key Financial Inc | 27 | $4.22K | 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 |
| Asset Dedication, LLC | 23 | $3.59K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.44K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $3.35K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $3.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.81K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $2.81K | 0.01% | 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 |
| West Paces Advisors Inc. | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $2.34K | 0.00% | +2+15.4% | Added |
| GWM Advisors LLC | 15 | $2.34K | 0.00% | −100−87.0% | Reduced |
| Proequities, Inc. | 15 | $2.34K | 0.00% | +15 | New |
| 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 |
| Motco | 11 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.41K | 0.00% | −1−10.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $1.41K | 0.00% | +3+50.0% | Added |
| Sachetta, LLC | 7 | $1.29K | 0.00% | +7 | New |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 6 | $937 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6 | $937 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 5 | $781 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $781 | 0.00% | +3+150.0% | Added |
| 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 |
| Innealta Capital, LLC | 4 | $624 | 0.00% | +4 | New |
| Central Trust Co | 3 | $469 | 0.00% | 00.0% | Unchanged |