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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

Q3 2024 vs. Q2 2024

How the institutions holding Affiliated Managers Group, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of AMG: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders4074422+19
Shares29.3M3.11M28.3M+2.20M (+8.4%)
Value$4.57B$486.1M$5.04B+$955.4M (+23.4%)

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held Affiliated Managers Group, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to AMG in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.2,916,774$518.6M0.01%
Great Lakes Advisors, LLC113,802$20.2M0.17%
Goodman Financial Corp78,937$14.0M3.13%
CX Institutional26,224$4.66M0.21%
Sterling Capital Management LLC26,095$4.64M0.06%
Nkcfo LLC15,900$2.83M1.35%
Callodine Capital Management, LP12,500$2.22M0.46%
Weiss Asset Management LP11,980$2.13M0.05%
Twinbeech Capital LP10,831$1.93M0.04%
CWC Advisors, LLC.10,692$1.90M1.88%
Pinebridge Investments, L.P.9,011$1.60M0.01%
Centiva Capital, LP7,345$1.31M0.06%
Kathmere Capital Management, LLC6,002$1.07M0.10%
Quantbot Technologies LP5,982$1.06M0.04%
Edgestream Partners, L.P.4,634$823.9K0.04%
Mission Wealth Management, LP3,807$676.8K0.02%
Schubert & Co3,698$657.5K0.47%
Kestra Investment Management, LLC3,585$637.4K0.03%
Squarepoint Ops LLC3,146$559.4K0.00%
Kovitz Investment Group Partners, LLC3,117$543.1K0.00%
Atria Investments LLC3,036$539.9K0.01%
Paloma Partners Management Co2,500$444.5K0.02%
RSM US Wealth Management LLC2,325$408.7K0.01%
Wiley Bros.-Aintree Capital, LLC2,039$362.5K0.01%
Connor, Clark & Lunn Investment Management Ltd.1,803$320.6K0.00%
Dorsey & Whitney Trust CO LLC1,658$294.8K0.02%
Summit Trail Advisors, LLC1,573$279.7K0.01%
Shell Asset Management Co1,509$268.0K0.01%
Evergreen Capital Management LLC1,501$266.9K0.01%
EP Wealth Advisors, LLC1,460$259.7K0.00%
Magnetar Financial LLC1,374$244.3K0.01%
Ritholtz Wealth Management1,374$244.3K0.01%
Atlanta Consulting Group Advisors, LLC1,353$240.6K0.06%
Horizon Kinetics Asset Management LLC1,351$240.2K0.00%
Shelton Capital Management1,271$226.0K0.01%
Pinnacle Wealth Planning Services, Inc.1,240$220.5K0.03%
Sheets Smith Wealth Management1,227$218.2K0.03%
TownSquare Capital, LLC1,227$218.2K0.00%
Point72 Hong Kong Ltd1,210$215.1K0.02%
NorthRock Partners, LLC1,195$212.5K0.01%
AE Wealth Management LLC1,182$210.2K0.00%
MAI Capital Management1,142$203.0K0.00%
Entropy Technologies, LP1,128$200.6K0.02%
Truvestments Capital LLC330$58.7K0.02%
Skopos Labs, Inc.275$48.9K0.02%
Reuter James Wealth Management, LLC265$47.1K0.01%
Bryn Mawr Trust Co257$45.7K0.00%
Ashton Thomas Securities, LLC168$29.9K0.01%
American National Bank121$21.5K0.00%
FSA Wealth Management LLC23$4.09K0.00%
Hemington Wealth Management21$4.00K0.00%
HM Payson & Co14$2.49K0.00%
Abich Financial Wealth Management LLC14$2.49K0.01%
Continuum Advisory, LLC12$2.25K0.00%
Horizon Investments, LLC8$1.42K0.00%
SRS Capital Advisors, Inc.4$7120.00%
Claris Advisors, LLC3$5330.00%
First Personal Financial Services2$3560.00%
Annapolis Financial Services, LLC1$2650.00%
Rothschild Investment LLC1$1780.00%

Sold out (41)

Institutions that held Affiliated Managers Group, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of AMG in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Marshall Wace, LLP215,059$33.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main38,292$5.98M
Public Employees Retirement System of Ohio22,007$3.44M
Advisors Preferred, LLC17,987$2.79M
Trexquant Investment LP16,236$2.54M
Fred Alger Management, LLC14,591$2.28M
Bank of Nova Scotia7,600$1.19M
Brevan Howard Capital Management LP6,299$984.1K
Central Pacific Bank - Trust Division5,558$868.3K
Intech Investment Management LLC5,341$834.4K
XTX Topco Ltd5,269$823.2K
Sanctuary Advisors, LLC5,104$817.7K
Colony Group, LLC4,141$647.0K
Summit Global Investments3,956$618.0K
New York Life Investment Management LLC3,941$615.7K
Boothbay Fund Management, LLC3,819$596.6K
Inceptionr LLC3,304$516.2K
Bridgefront Capital, LLC3,072$479.9K
Qsemble Capital Management, LP2,884$450.6K
Burney Co2,780$434.3K
Quantedge Capital Pte Ltd2,700$421.8K
Walleye Capital LLC2,511$392.3K
Holocene Advisors, LP2,390$373.4K
Laurion Capital Management LP2,139$334.2K
MQS Management LLC2,092$326.8K
Lighthouse Investment Partners, LLC1,989$310.7K
Alpha DNA Investment Management LLC1,933$302.0K
Marcum Wealth, LLC1,706$266.5K
Nicolet Bankshares Inc1,688$263.7K
EntryPoint Capital, LLC624$97.5K
Daiwa Securities Group Inc.300$47.0K
Investors Research Corp150$23.4K
Simplex Trading, LLC84$13.0K
Ashton Thomas Private Wealth, LLC72$11.2K
Natixis58$9.06K
Webster Bank, N. A.33$5.16K
West Paces Advisors Inc.16$2.50K
Innealta Capital, LLC4$624
TFC Financial Management1$157
Harbor Investment Advisory, LLC1$156
Beaird Harris Wealth Management, LLC0$59

Not filed for Q3 2024 yet (4)

Institutions that held Affiliated Managers Group, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMG in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.3,078,587$481.0M
Susquehanna Fundamental Investments, LLC33,109$5.17M
Benjamin F. Edwards & Company, Inc.35$5.00K
JJJ Advisors Inc.15$2.34K