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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 3 | $469 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $312 | 0.00% | −51−96.2% | Reduced |
| TFC Financial Management | 1 | $157 | 0.00% | +1 | New |
| Harbor Investment Advisory, LLC | 1 | $156 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 0 | $59 | 0.00% | 0 | New |
| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Spyglass Capital Management LLC | 0 | $0 | 0.00% | −328,745−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −80,857−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −66,107−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −44,750−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −29,589−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −27,804−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −11,093−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,345−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,078−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −5,890−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −5,765−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −5,041−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,973−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,699−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −2,737−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −2,183−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,923−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −1,616−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −1,458−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Cubic Asset Management, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |