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, Q3 2024
Institutional positions in Affiliated Managers Group, Inc. as of Sep 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
- 422
- +19 vs. Q2 2024
- Shares held
- 28.3M
- +2.20M (+8.4%) vs. Q2 2024
- Total value
- $5.04B
- +$955.4M (+23.4%) vs. Q2 2024
- New holders
- 60
- 150 more added
- Sold out
- 41
- 142 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,180,503 | $565.5M | 0.01% | −293,028−8.4% | Reduced |
| BlackRock, Inc. | 2,916,774 | $518.6M | 0.01% | +2,916,774 | New |
| Morgan Stanley | 2,367,513 | $420.9M | 0.03% | +152,796+6.9% | Added |
| Clarkston Capital Partners, LLC | 1,775,252 | $315.6M | 5.80% | −53,137−2.9% | Reduced |
| Ariel Investments, LLC | 1,452,161 | $258.2M | 2.64% | +9,344+0.6% | Added |
| State Street Corp | 1,012,338 | $180.0M | 0.01% | −18,931−1.8% | Reduced |
| Boston Partners | 810,434 | $144.1M | 0.17% | +89,646+12.4% | Added |
| Dimensional Fund Advisors LP | 782,051 | $139.0M | 0.03% | −44,072−5.3% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 724,829 | $128.9M | 6.08% | −70,420−8.9% | Reduced |
| Lyrical Asset Management LP | 625,248 | $111.2M | 1.62% | −44,403−6.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 558,215 | $99.3M | 0.39% | +143,494+34.6% | Added |
| Geode Capital Management, LLC | 526,041 | $93.6M | 0.01% | −16,634−3.1% | Reduced |
| Channing Capital Management, LLC | 487,926 | $86.8M | 2.22% | +40,809+9.1% | Added |
| Kiltearn Partners LLP | 464,514 | $82.6M | 11.23% | −89,500−16.2% | Reduced |
| Citadel Advisors LLC | 422,698 | $75.2M | 0.08% | −31,115−6.9% | Reduced |
| Norges Bank | 384,900 | $68.4M | 0.01% | −497−0.1% | Reduced |
| Allianz Asset Management GmbH | 354,590 | $63.0M | 0.10% | −11,925−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 328,842 | $58.5M | 0.01% | −14,221−4.1% | Reduced |
| Northern Trust Corp | 322,621 | $57.4M | 0.01% | +5,829+1.8% | Added |
| LGT Capital Partners Ltd. | 317,930 | $56.5M | 1.97% | −12,500−3.8% | Reduced |
| Bruni J V & Co | 302,895 | $53.9M | 6.00% | −4,516−1.5% | Reduced |
| Bank of New York Mellon Corp | 293,841 | $52.2M | 0.01% | −47,609−13.9% | Reduced |
| Invesco Ltd. | 258,161 | $45.9M | 0.01% | +49,601+23.8% | Added |
| LSV Asset Management | 236,704 | $42.1M | 0.09% | −3,800−1.6% | Reduced |
| FMR LLC | 227,501 | $40.4M | 0.00% | −311,618−57.8% | Reduced |
| Bank of America Corp | 193,102 | $34.3M | 0.00% | +25,651+15.3% | Added |
| New York State Common Retirement Fund | 185,147 | $32.9M | 0.04% | +11,565+6.7% | Added |
| JPMorgan Chase & Co | 176,730 | $31.4M | 0.00% | −5,383−3.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 168,530 | $30.0M | 0.12% | −30,566−15.4% | Reduced |
| Raymond James & Associates | 165,570 | $29.4M | 0.02% | −69,077−29.4% | Reduced |
| D. E. Shaw & Co., Inc. | 143,218 | $25.5M | 0.03% | −52,538−26.8% | Reduced |
| Millennium Management LLC | 139,953 | $24.9M | 0.02% | +35,656+34.2% | Added |
| Goldman Sachs Group Inc | 135,655 | $24.1M | 0.00% | −50,689−27.2% | Reduced |
| Qube Research & Technologies Ltd | 132,719 | $23.6M | 0.04% | −52,873−28.5% | Reduced |
| Basswood Capital Management, L.L.C. | 131,981 | $23.5M | 1.21% | +24,379+22.7% | Added |
| First Trust Advisors LP | 128,176 | $22.8M | 0.02% | −3,132−2.4% | Reduced |
| Nuveen Asset Management, LLC | 125,938 | $22.4M | 0.01% | +8,514+7.3% | Added |
| Great Lakes Advisors, LLC | 113,802 | $20.2M | 0.17% | +113,802 | New |
| Victory Capital Management Inc | 113,191 | $20.1M | 0.02% | +13,784+13.9% | Added |
| Voloridge Investment Management, LLC | 111,678 | $19.9M | 0.07% | +28,321+34.0% | Added |
| Franklin Resources Inc | 101,913 | $19.4M | 0.01% | +15,746+18.3% | Added |
| Macquarie Group Ltd | 102,546 | $18.2M | 0.02% | −1,100−1.1% | Reduced |
| North Star Asset Management Inc | 101,338 | $18.0M | 0.81% | +1,323+1.3% | Added |
| Los Angeles Capital Management LLC | 100,072 | $17.8M | 0.07% | +41,413+70.6% | Added |
| Renaissance Technologies LLC | 99,800 | $17.7M | 0.03% | +9,600+10.6% | Added |
| Retirement Systems of Alabama | 98,702 | $17.5M | 0.07% | −3,112−3.1% | Reduced |
| Algert Global LLC | 95,227 | $16.9M | 0.46% | +5,973+6.7% | Added |
| Penn Capital Management Co Inc | 90,046 | $16.1M | 1.47% | +4,871+5.7% | Added |
| Reinhart Partners, Inc. | 89,574 | $15.9M | 0.60% | −8,376−8.6% | Reduced |
| Man Group plc | 89,180 | $15.9M | 0.04% | −44,218−33.1% | Reduced |
| Polar Capital Holdings Plc | 88,532 | $15.7M | 0.09% | +23,043+35.2% | Added |
| Rhumbline Advisers | 87,885 | $15.6M | 0.01% | −3,628−4.0% | Reduced |
| Jane Street Group, LLC | 84,852 | $15.1M | 0.02% | −34,257−28.8% | Reduced |
| Fisher Asset Management, LLC | 84,752 | $15.1M | 0.01% | +13,472+18.9% | Added |
| Assenagon Asset Management S.A. | 79,951 | $14.2M | 0.03% | +24,119+43.2% | Added |
| Bridgewater Associates, LP | 79,326 | $14.1M | 0.08% | +16,001+25.3% | Added |
| Price T Rowe Associates Inc | 79,217 | $14.1M | 0.00% | +2,837+3.7% | Added |
| Goodman Financial Corp | 78,937 | $14.0M | 3.13% | +78,937 | New |
| Prana Capital Management, LP | 76,912 | $13.7M | 0.63% | +24,222+46.0% | Added |
| Barclays PLC | 76,488 | $13.6M | 0.01% | +55,302+261.0% | Added |
| California Public Employees Retirement System | 75,973 | $13.5M | 0.01% | +1,112+1.5% | Added |
| HRT Financial LP | 74,858 | $13.3M | 0.07% | +12,694+20.4% | Added |
| Russell Investments Group, Ltd. | 72,828 | $12.9M | 0.02% | −3,575−4.7% | Reduced |
| Cambria Investment Management, L.P. | 71,302 | $12.7M | 0.76% | −1,293−1.8% | Reduced |
| Bank of Montreal | 70,457 | $12.4M | 0.01% | +54,003+328.2% | Added |
| Wallace Capital Management Inc. | 69,370 | $12.3M | 1.67% | −490−0.7% | Reduced |
| Principal Financial Group Inc | 69,143 | $12.3M | 0.01% | −36,973−34.8% | Reduced |
| UBS Group AG | 68,988 | $12.3M | 0.00% | +4,713+7.3% | Added |
| SEI Investments Co | 65,589 | $11.7M | 0.02% | +20,457+45.3% | Added |
| Wells Fargo & Company | 62,223 | $11.1M | 0.00% | −1,801−2.8% | Reduced |
| Swiss National Bank | 62,200 | $11.1M | 0.01% | −1,700−2.7% | Reduced |
| Brandywine Global Investment Management, LLC | 49,338 | $9.37M | 0.06% | −943−1.9% | Reduced |
| Alliancebernstein L.P. | 50,092 | $8.91M | 0.00% | −6,875−12.1% | Reduced |
| Legal & General Group Plc | 48,903 | $8.69M | 0.00% | −1,636−3.2% | Reduced |
| Deutsche Bank AG | 47,498 | $8.45M | 0.00% | +4,683+10.9% | Added |
| Envestnet Asset Management Inc | 46,415 | $8.25M | 0.00% | +7,051+17.9% | Added |
| New York State Teachers Retirement System | 46,009 | $8.18M | 0.02% | −2,719−5.6% | Reduced |
| Treasurer of the State of North Carolina | 44,894 | $7.98M | 0.03% | −66−0.1% | Reduced |
| UBS Asset Management Americas Inc | 43,652 | $7.76M | 0.00% | −89,010−67.1% | Reduced |
| Ameriprise Financial Inc | 41,009 | $7.28M | 0.00% | −3,321−7.5% | Reduced |
| AXA S.A. | 40,886 | $7.27M | 0.02% | +850+2.1% | Added |
| Nordea Investment Management AB | 40,570 | $7.13M | 0.01% | −1,573−3.7% | Reduced |
| Storebrand Asset Management AS | 39,616 | $7.04M | 0.02% | −592−1.5% | Reduced |
| Calamos Advisors LLC | 35,430 | $6.30M | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 35,269 | $6.27M | 0.03% | −5,035−12.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,694 | $5.64M | 0.42% | +10,298+48.1% | Added |
| State of Wisconsin Investment Board | 31,190 | $5.55M | 0.01% | −167−0.5% | Reduced |
| California State Teachers Retirement System | 30,561 | $5.43M | 0.01% | −1,494−4.7% | Reduced |
| Martingale Asset Management L P | 29,990 | $5.33M | 0.12% | +458+1.6% | Added |
| Assetmark, Inc | 28,508 | $5.07M | 0.01% | +239+0.8% | Added |
| Great West Life Assurance Co | 28,314 | $5.04M | 0.01% | +312+1.1% | Added |
| Engineers Gate Manager LP | 26,863 | $4.78M | 0.09% | −24,786−48.0% | Reduced |
| ExodusPoint Capital Management, LP | 26,731 | $4.75M | 0.05% | −13,327−33.3% | Reduced |
| CX Institutional | 26,224 | $4.66M | 0.21% | +26,224 | New |
| Sterling Capital Management LLC | 26,095 | $4.64M | 0.06% | +26,095 | New |
| Arrowstreet Capital, Limited Partnership | 24,858 | $4.42M | 0.00% | −21,150−46.0% | Reduced |
| Amundi | 24,557 | $4.36M | 0.00% | +4,079+19.9% | Added |
| Manufacturers Life Insurance Company, The | 24,131 | $4.29M | 0.00% | −2,620−9.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,675 | $4.21M | 0.01% | −2,324−8.9% | Reduced |
| State Board of Administration of Florida Retirement System | 23,608 | $4.20M | 0.01% | 00.0% | Unchanged |