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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 915 | $162.7K | 0.00% | +20+2.2% | Added |
| KBC Group NV | 980 | $174.0K | 0.00% | +145+17.4% | Added |
| Parallel Advisors, LLC | 1,063 | $189.1K | 0.00% | −149−12.3% | Reduced |
| Bessemer Group Inc | 1,081 | $192.0K | 0.00% | +12+1.1% | Added |
| Cetera Trust Company, N.A | 1,120 | $199.1K | 0.12% | +165+17.3% | Added |
| DekaBank Deutsche Girozentrale | 1,143 | $200.0K | 0.00% | +38+3.4% | Added |
| Entropy Technologies, LP | 1,128 | $200.6K | 0.02% | +1,128 | New |
| MAI Capital Management | 1,142 | $203.0K | 0.00% | +1,142 | New |
| Raymond James Financial Services Advisors, Inc. | 1,163 | $206.8K | 0.00% | −532−31.4% | Reduced |
| Bank of New Hampshire | 1,178 | $209.4K | 0.05% | −61−4.9% | Reduced |
| AE Wealth Management LLC | 1,182 | $210.2K | 0.00% | +1,182 | New |
| EMC Capital Management | 1,190 | $212.0K | 0.17% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,195 | $212.5K | 0.01% | +1,195 | New |
| Integrated Investment Consultants, LLC | 1,200 | $213.4K | 0.05% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,210 | $215.1K | 0.02% | +1,210 | New |
| Sheets Smith Wealth Management | 1,227 | $218.2K | 0.03% | +1,227 | New |
| TownSquare Capital, LLC | 1,227 | $218.2K | 0.00% | +1,227 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,240 | $220.5K | 0.03% | +1,240 | New |
| Shelton Capital Management | 1,271 | $226.0K | 0.01% | +1,271 | New |
| Advisor Group Holdings, Inc. | 1,275 | $226.8K | 0.00% | −1,618−55.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,300 | $231.1K | 0.00% | −24,700−95.0% | Reduced |
| ProShare Advisors LLC | 1,300 | $231.1K | 0.00% | −203−13.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,351 | $240.2K | 0.00% | +1,351 | New |
| Atlanta Consulting Group Advisors, LLC | 1,353 | $240.6K | 0.06% | +1,353 | New |
| Quent Capital, LLC | 1,366 | $242.6K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,374 | $244.3K | 0.01% | +1,374 | New |
| Ritholtz Wealth Management | 1,374 | $244.3K | 0.01% | +1,374 | New |
| Forum Financial Management, LP | 1,380 | $245.4K | 0.00% | +1+0.1% | Added |
| Tower Research Capital LLC (TRC) | 1,398 | $248.6K | 0.01% | −3,408−70.9% | Reduced |
| Cadent Capital Advisors, LLC | 1,410 | $250.7K | 0.09% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 1,437 | $255.0K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,460 | $259.7K | 0.00% | +1,460 | New |
| Evergreen Capital Management LLC | 1,501 | $266.9K | 0.01% | +1,501 | New |
| Shell Asset Management Co | 1,509 | $268.0K | 0.01% | +1,509 | New |
| Toroso Investments, LLC | 1,533 | $272.6K | 0.00% | −965−38.6% | Reduced |
| Kapitalo Investimentos Ltda | 1,554 | $276.3K | 0.07% | +155+11.1% | Added |
| Summit Trail Advisors, LLC | 1,573 | $279.7K | 0.01% | +1,573 | New |
| Investment Partners, Ltd. | 1,585 | $281.8K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,807 | $282.3K | 0.00% | +845+87.8% | Added |
| Avantax Advisory Services, Inc. | 1,605 | $285.4K | 0.00% | +111+7.4% | Added |
| Dorsey & Whitney Trust CO LLC | 1,658 | $294.8K | 0.02% | +1,658 | New |
| L2 Asset Management, LLC | 1,665 | $296.1K | 0.08% | −84−4.8% | Reduced |
| Utah Retirement Systems | 1,700 | $302.3K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,792 | $318.6K | 0.11% | +163+10.0% | Added |
| Greenleaf Trust | 1,793 | $318.8K | 0.00% | +27+1.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,803 | $320.6K | 0.00% | +1,803 | New |
| Maryland State Retirement & Pension System | 1,825 | $324.5K | 0.01% | −895−32.9% | Reduced |
| M&T Bank Corp | 1,888 | $335.7K | 0.00% | +16+0.9% | Added |
| Point72 (DIFC) Ltd | 1,964 | $349.1K | 0.03% | −316−13.9% | Reduced |
| Hancock Whitney Corp | 1,965 | $349.4K | 0.01% | −26−1.3% | Reduced |
| Guinness Asset Management LTD | 2,007 | $356.8K | 0.01% | −229−10.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,039 | $362.5K | 0.01% | +2,039 | New |
| Callan Capital, LLC | 2,056 | $365.6K | 0.03% | +173+9.2% | Added |
| United Capital Financial Advisers, LLC | 2,145 | $381.3K | 0.00% | +152+7.6% | Added |
| Glenmede Trust Co NA | 2,149 | $382.1K | 0.00% | +637+42.1% | Added |
| South Dakota Investment Council | 2,188 | $389.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,267 | $408.0K | 0.00% | +46+2.1% | Added |
| RSM US Wealth Management LLC | 2,325 | $408.7K | 0.01% | +2,325 | New |
| FJ Capital Management LLC | 2,301 | $409.1K | 0.04% | −1,769−43.5% | Reduced |
| Securian Asset Management, Inc | 2,318 | $412.1K | 0.01% | −223−8.8% | Reduced |
| Truist Financial Corp | 2,333 | $414.8K | 0.00% | −25,877−91.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,351 | $418.0K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,365 | $420.5K | 0.07% | −125−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,369 | $421.2K | 0.00% | −125−5.0% | Reduced |
| Ontario Teachers Pension Plan Board | 2,398 | $426.4K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,445 | $434.7K | 0.04% | −1,998−45.0% | Reduced |
| Coldstream Capital Management Inc | 2,480 | $442.0K | 0.01% | +118+5.0% | Added |
| Harbor Advisors LLC | 2,500 | $444.5K | 0.07% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,500 | $444.5K | 0.02% | +2,500 | New |
| AdvisorShares Investments LLC | 2,694 | $479.0K | 0.09% | −178−6.2% | Reduced |
| Gamco Investors, Inc. Et Al | 2,700 | $480.1K | 0.00% | +1,000+58.8% | Added |
| Guggenheim Capital LLC | 2,720 | $483.6K | 0.00% | +1,197+78.6% | Added |
| Lecap Asset Management Ltd | 2,721 | $483.8K | 0.10% | −4,930−64.4% | Reduced |
| Gabelli Funds LLC | 2,750 | $488.9K | 0.00% | +500+22.2% | Added |
| Crossmark Global Holdings, Inc. | 2,820 | $502.0K | 0.01% | +912+47.8% | Added |
| Forte Capital LLC | 2,825 | $502.3K | 0.06% | +498+21.4% | Added |
| Cetera Investment Advisers | 2,828 | $502.8K | 0.00% | +196+7.4% | Added |
| Fox Run Management, L.L.C. | 2,840 | $505.0K | 0.11% | +451+18.9% | Added |
| Allegheny Financial Group LTD | 2,903 | $516.2K | 0.13% | +273+10.4% | Added |
| Vident Advisory, LLC | 2,904 | $516.3K | 0.01% | −185−6.0% | Reduced |
| Radnor Capital Management, LLC | 2,970 | $528.0K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,993 | $532.2K | 0.00% | −1,390−31.7% | Reduced |
| Atria Investments LLC | 3,036 | $539.9K | 0.01% | +3,036 | New |
| Kovitz Investment Group Partners, LLC | 3,117 | $543.1K | 0.00% | +3,117 | New |
| Oak Thistle LLC | 3,116 | $554.0K | 0.18% | −1,630−34.3% | Reduced |
| Squarepoint Ops LLC | 3,146 | $559.4K | 0.00% | +3,146 | New |
| Cornerstone Investment Partners, LLC | 3,198 | $568.6K | 0.03% | +96+3.1% | Added |
| Cornercap Investment Counsel Inc | 3,229 | $574.1K | 0.17% | −3,690−53.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,236 | $575.4K | 0.00% | −529−14.1% | Reduced |
| Hillsdale Investment Management Inc. | 3,390 | $602.7K | 0.05% | −350−9.4% | Reduced |
| Wilkinson Global Asset Management LLC | 3,400 | $604.5K | 0.04% | −200−5.6% | Reduced |
| Public Employees Retirement Association of Colorado | 3,426 | $609.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,518 | $625.5K | 0.04% | −3,864−52.3% | Reduced |
| River & Mercantile Asset Management LLP | 3,529 | $627.4K | 0.14% | +328+10.2% | Added |
| LPL Financial LLC | 3,569 | $634.6K | 0.00% | −88−2.4% | Reduced |
| Kestra Investment Management, LLC | 3,585 | $637.4K | 0.03% | +3,585 | New |
| US Bancorp | 3,585 | $637.4K | 0.00% | +160+4.7% | Added |
| RBF Capital, LLC | 3,600 | $640.1K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 3,627 | $644.9K | 0.01% | −141−3.7% | Reduced |
| Welch & Forbes LLC | 3,650 | $649.0K | 0.01% | 00.0% | Unchanged |