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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 3,652 | $649.3K | 0.01% | +10+0.3% | Added |
| Ethic Inc. | 3,921 | $656.7K | 0.02% | +16+0.4% | Added |
| Schubert & Co | 3,698 | $657.5K | 0.47% | +3,698 | New |
| Captrust Financial Advisors | 3,713 | $660.2K | 0.00% | +1,773+91.4% | Added |
| Foundry Partners, LLC | 3,781 | $672.3K | 0.03% | +110+3.0% | Added |
| Advisory Services Network, LLC | 4,311 | $673.4K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,807 | $676.8K | 0.02% | +3,807 | New |
| Janney Montgomery Scott LLC | 3,841 | $683.0K | 0.00% | −2,393−38.4% | Reduced |
| Gsa Capital Partners LLP | 3,882 | $690.0K | 0.05% | −2,714−41.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,060 | $721.9K | 0.19% | +8+0.2% | Added |
| Axq Capital, LP | 4,079 | $725.2K | 0.22% | −2,068−33.6% | Reduced |
| Kendall Capital Management | 4,135 | $735.2K | 0.23% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 4,300 | $764.5K | 0.00% | +400+10.3% | Added |
| Mariner, LLC | 4,354 | $773.6K | 0.00% | +25+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 4,086 | $776.3K | 0.01% | +553+15.7% | Added |
| Raymond James Trust N.A. | 4,407 | $783.6K | 0.02% | −3,705−45.7% | Reduced |
| Pictet Asset Management Holding SA | 4,506 | $800.8K | 0.00% | +259+6.1% | Added |
| Edgestream Partners, L.P. | 4,634 | $823.9K | 0.04% | +4,634 | New |
| Brown Brothers Harriman & Co | 4,650 | $826.8K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,712 | $837.7K | 0.01% | +90+1.9% | Added |
| Federated Hermes, Inc. | 4,739 | $842.6K | 0.00% | −820−14.8% | Reduced |
| Mackenzie Financial Corp | 5,192 | $923.1K | 0.00% | −487−8.6% | Reduced |
| Custom Index Systems, LLC | 5,196 | $923.8K | 0.50% | +2,307+79.9% | Added |
| Invst, LLC | 5,199 | $924.4K | 0.11% | −9−0.2% | Reduced |
| SkyView Investment Advisors, LLC | 5,818 | $1.03M | 0.17% | +137+2.4% | Added |
| Citadel Investment Advisory, Inc. | 5,889 | $1.05M | 0.55% | −150−2.5% | Reduced |
| Quantbot Technologies LP | 5,982 | $1.06M | 0.04% | +5,982 | New |
| Kathmere Capital Management, LLC | 6,002 | $1.07M | 0.10% | +6,002 | New |
| Oregon Public Employees Retirement Fund | 6,092 | $1.08M | 0.02% | −547−8.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,117 | $1.09M | 0.04% | −660−9.7% | Reduced |
| Verition Fund Management LLC | 6,289 | $1.12M | 0.01% | +4,440+240.1% | Added |
| Creative Planning | 6,337 | $1.13M | 0.00% | −146−2.3% | Reduced |
| SG Americas Securities, LLC | 6,447 | $1.15M | 0.00% | +1,642+34.2% | Added |
| New Mexico Educational Retirement Board | 6,500 | $1.16M | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,572 | $1.17M | 0.01% | −490−6.9% | Reduced |
| Hi-Line Capital Management, LLC | 6,581 | $1.17M | 0.57% | −3,409−34.1% | Reduced |
| Pacer Advisors, Inc. | 6,583 | $1.17M | 0.00% | +1,821+38.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,614 | $1.18M | 0.03% | −498−7.0% | Reduced |
| Regions Financial Corp | 6,764 | $1.20M | 0.01% | −90−1.3% | Reduced |
| Aquatic Capital Management LLC | 6,800 | $1.21M | 0.03% | −8,500−55.6% | Reduced |
| Thrivent Financial for Lutherans | 7,004 | $1.25M | 0.00% | −695−9.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,008 | $1.25M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,100 | $1.26M | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 7,098 | $1.26M | 0.10% | −4−0.1% | Reduced |
| State of Michigan Retirement System | 7,119 | $1.27M | 0.01% | −600−7.8% | Reduced |
| CWM, LLC | 7,322 | $1.30M | 0.01% | +4,602+169.2% | Added |
| Centiva Capital, LP | 7,345 | $1.31M | 0.06% | +7,345 | New |
| CenterBook Partners LP | 7,523 | $1.34M | 0.08% | −14,914−66.5% | Reduced |
| Commerce Bank | 7,833 | $1.39M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 7,983 | $1.42M | 0.02% | +417+5.5% | Added |
| BNP Paribas Arbitrage, SA | 8,058 | $1.43M | 0.00% | −2,388−22.9% | Reduced |
| American Century Companies Inc | 8,081 | $1.44M | 0.00% | +221+2.8% | Added |
| Nisa Investment Advisors, LLC | 8,124 | $1.44M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 8,281 | $1.47M | 0.04% | +30.0% | Added |
| Louisiana State Employees Retirement System | 8,300 | $1.48M | 0.03% | −700−7.8% | Reduced |
| Neuberger Berman Group LLC | 8,383 | $1.49M | 0.00% | −532−6.0% | Reduced |
| Alberta Investment Management Corp | 8,400 | $1.49M | 0.01% | +2,900+52.7% | Added |
| Voya Investment Management LLC | 8,408 | $1.49M | 0.00% | −14,785−63.7% | Reduced |
| Nebula Research & Development LLC | 8,416 | $1.50M | 0.18% | +3,364+66.6% | Added |
| HSBC Holdings PLC | 8,664 | $1.53M | 0.00% | −30,741−78.0% | Reduced |
| Pinebridge Investments, L.P. | 9,011 | $1.60M | 0.01% | +9,011 | New |
| Redwood Investment Management, LLC | 9,251 | $1.63M | 0.14% | +359+4.0% | Added |
| Arizona State Retirement System | 9,175 | $1.63M | 0.01% | +88+1.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 9,228 | $1.64M | 0.31% | +5,587+153.4% | Added |
| ClariVest Asset Management LLC | 10,612 | $1.66M | 0.17% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,482 | $1.69M | 0.00% | −420−4.2% | Reduced |
| Convergence Investment Partners, LLC | 9,530 | $1.69M | 0.46% | +859+9.9% | Added |
| Cresset Asset Management, LLC | 10,182 | $1.81M | 0.01% | +2,139+26.6% | Added |
| Cerity Partners LLC | 10,233 | $1.82M | 0.00% | +2,767+37.1% | Added |
| First Hawaiian Bank | 10,323 | $1.84M | 0.06% | +6,202+150.5% | Added |
| Asset Management One Co.,Ltd. | 10,594 | $1.88M | 0.01% | +5,142+94.3% | Added |
| CWC Advisors, LLC. | 10,692 | $1.90M | 1.88% | +10,692 | New |
| Twinbeech Capital LP | 10,831 | $1.93M | 0.04% | +10,831 | New |
| National Bank of Canada | 11,379 | $2.02M | 0.00% | +8,222+260.4% | Added |
| State of New Jersey Common Pension Fund D | 11,437 | $2.03M | 0.01% | −301−2.6% | Reduced |
| STRS Ohio | 11,455 | $2.04M | 0.01% | −599−5.0% | Reduced |
| Yousif Capital Management, LLC | 11,653 | $2.07M | 0.02% | −2,384−17.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $2.09M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,822 | $2.10M | 0.02% | −280−2.3% | Reduced |
| Weiss Asset Management LP | 11,980 | $2.13M | 0.05% | +11,980 | New |
| Quantinno Capital Management LP | 12,066 | $2.15M | 0.03% | +6,284+108.7% | Added |
| JustInvest LLC | 12,111 | $2.15M | 0.03% | +1,911+18.7% | Added |
| Quest Partners LLC | 12,268 | $2.18M | 0.19% | +6,424+109.9% | Added |
| Algebris (UK) Ltd | 13,773 | $2.20M | 0.92% | −13,058−48.7% | Reduced |
| Blair William & Co | 12,493 | $2.22M | 0.01% | −412−3.2% | Reduced |
| Callodine Capital Management, LP | 12,500 | $2.22M | 0.46% | +12,500 | New |
| Natixis Advisors, L.P. | 12,856 | $2.29M | 0.00% | +383+3.1% | Added |
| Eagle Asset Management Inc | 12,428 | $2.30M | 0.01% | +2,106+20.4% | Added |
| Comerica Bank | 13,179 | $2.34M | 0.01% | −1,599−10.8% | Reduced |
| State of Tennessee, Treasury Department | 13,215 | $2.35M | 0.01% | −8,380−38.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,277 | $2.36M | 0.25% | +11,247+554.0% | Added |
| CI Private Wealth, LLC | 13,780 | $2.45M | 0.00% | +1,679+13.9% | Added |
| Wellington Management Group LLP | 13,796 | $2.45M | 0.00% | −1,188−7.9% | Reduced |
| Royal Bank of Canada | 13,878 | $2.47M | 0.00% | +6,764+95.1% | Added |
| Amalgamated Bank | 14,102 | $2.51M | 0.02% | −5,883−29.4% | Reduced |
| Janus Henderson Group PLC | 14,495 | $2.58M | 0.00% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 14,535 | $2.58M | 1.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,744 | $2.62M | 0.01% | +15+0.1% | Added |
| MetLife Investment Management | 15,436 | $2.74M | 0.02% | −1,344−8.0% | Reduced |
| Nkcfo LLC | 15,900 | $2.83M | 1.35% | +15,900 | New |