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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1 | $178 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 1 | $265 | 0.00% | +1 | New |
| First Personal Financial Services | 2 | $356 | 0.00% | +2 | New |
| Bokf, NA | 2 | $357 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $533 | 0.00% | −2−40.0% | Reduced |
| Claris Advisors, LLC | 3 | $533 | 0.00% | +3 | New |
| Central Trust Co | 3 | $534 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $534 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $711 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $712 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 5 | $889 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Raffa Wealth Management, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $1.42K | 0.00% | −6−42.9% | Reduced |
| Horizon Investments, LLC | 8 | $1.42K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $1.60K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $1.78K | 0.00% | −4−28.6% | Reduced |
| Motco | 11 | $1.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.96K | 0.00% | +1+10.0% | Added |
| Continuum Advisory, LLC | 12 | $2.25K | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 14 | $2.49K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 14 | $2.49K | 0.01% | +14 | New |
| HM Payson & Co | 14 | $2.49K | 0.00% | +14 | New |
| GWM Advisors LLC | 15 | $2.67K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 16 | $2.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $3.02K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 17 | $3.02K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $3.20K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $3.56K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 21 | $3.67K | 0.00% | +1+5.0% | Added |
| True Wealth Design, LLC | 21 | $3.73K | 0.00% | −5,393−99.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.91K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22 | $3.91K | 0.00% | +18+450.0% | Added |
| Hemington Wealth Management | 21 | $4.00K | 0.00% | +21 | New |
| FSA Wealth Management LLC | 23 | $4.09K | 0.00% | +23 | New |
| Asset Dedication, LLC | 23 | $4.09K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $4.45K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $4.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $4.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $5.33K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $5.33K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $5.87K | 0.00% | −9−21.4% | Reduced |
| Principal Securities, Inc. | 37 | $6.58K | 0.00% | +31+516.7% | Added |
| First Pacific Financial | 39 | $6.93K | 0.00% | +6+18.2% | Added |
| Proequities, Inc. | 41 | $7.29K | 0.00% | +26+173.3% | Added |
| Eagle Bay Advisors LLC | 41 | $7.29K | 0.00% | +9+28.1% | Added |
| Parkside Financial Bank & Trust | 45 | $8.00K | 0.00% | +10+28.6% | Added |
| Versant Capital Management, Inc | 47 | $8.36K | 0.00% | +29+161.1% | Added |
| Promethos Capital, LLC | 50 | $8.89K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $9.42K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $10.3K | 0.00% | +49+544.4% | Added |
| Frazier Financial Advisors, LLC | 61 | $10.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 73 | $13.0K | 0.00% | −173−70.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 78 | $13.8K | 0.00% | +7+9.9% | Added |
| Addison Advisors LLC | 79 | $14.0K | 0.00% | +4+5.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $14.2K | 0.00% | +1+1.3% | Added |
| Bell Investment Advisors, Inc | 81 | $14.4K | 0.00% | −14−14.7% | Reduced |
| Global Retirement Partners, LLC | 93 | $16.5K | 0.00% | −4−4.1% | Reduced |
| Rise Advisors, LLC | 93 | $16.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 94 | $16.7K | 0.00% | +12+14.6% | Added |
| EverSource Wealth Advisors, LLC | 98 | $17.4K | 0.00% | −302−75.5% | Reduced |
| CIBC Private Wealth Group, LLC | 109 | $19.4K | 0.00% | +68+165.9% | Added |
| American National Bank | 121 | $21.5K | 0.00% | +121 | New |
| Lindbrook Capital, LLC | 131 | $23.3K | 0.00% | −52−28.4% | Reduced |
| Altshuler Shaham Ltd | 148 | $26.3K | 0.00% | −29−16.4% | Reduced |
| Allworth Financial LP | 162 | $28.8K | 0.00% | +19+13.3% | Added |
| WealthCollab, LLC | 163 | $29.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 168 | $29.9K | 0.01% | +168 | New |
| Umb Bank N A | 186 | $33.1K | 0.00% | +154+481.3% | Added |
| Smartleaf Asset Management LLC | 189 | $33.3K | 0.00% | +140+285.7% | Added |
| First Horizon Advisors, Inc. | 211 | $37.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 257 | $45.7K | 0.00% | +257 | New |
| Reuter James Wealth Management, LLC | 265 | $47.1K | 0.01% | +265 | New |
| Venturi Wealth Management, LLC | 265 | $47.1K | 0.00% | +28+11.8% | Added |
| Skopos Labs, Inc. | 275 | $48.9K | 0.02% | +275 | New |
| Farther Finance Advisors, LLC | 288 | $51.1K | 0.00% | +3+1.1% | Added |
| Huntington National Bank | 307 | $54.6K | 0.00% | +303+7,575.0% | Added |
| Walleye Trading LLC | 314 | $55.8K | 0.00% | −396−55.8% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $56.9K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 322 | $57.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $57.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $58.7K | 0.02% | +330 | New |
| Fifth Third Bancorp | 336 | $59.7K | 0.00% | +38+12.8% | Added |
| Ci Investments Inc. | 368 | $65.0K | 0.00% | +48+15.0% | Added |
| Quarry LP | 372 | $66.1K | 0.02% | −555−59.9% | Reduced |
| Smithfield Trust Co | 410 | $74.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 431 | $76.6K | 0.00% | +257+147.7% | Added |
| Partnership Wealth Management, LLC | 467 | $83.0K | 0.06% | −603−56.4% | Reduced |
| Covestor Ltd | 471 | $84.0K | 0.05% | +83+21.4% | Added |
| State of Wyoming | 550 | $97.8K | 0.01% | +25+4.8% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $106.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 646 | $114.8K | 0.00% | +148+29.7% | Added |
| Quadrant Capital Group LLC | 651 | $115.7K | 0.01% | +12+1.9% | Added |
| Allspring Global Investments Holdings, LLC | 789 | $140.3K | 0.00% | +759+2,530.0% | Added |
| GAMMA Investing LLC | 794 | $141.2K | 0.01% | +404+103.6% | Added |
| TD Private Client Wealth LLC | 826 | $146.9K | 0.00% | +336+68.6% | Added |