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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 16,114 | $2.87M | 0.03% | −2,131−11.7% | Reduced |
| Seascape Capital Management | 16,152 | $2.87M | 1.02% | +151+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 16,343 | $2.91M | 0.01% | −1,079−6.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 16,857 | $3.00M | 0.09% | −400−2.3% | Reduced |
| Henshaw Capital LLC | 16,993 | $3.02M | 0.13% | +10.0% | Added |
| Illinois Municipal Retirement Fund | 17,007 | $3.02M | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 17,124 | $3.04M | 0.05% | +13,446+365.6% | Added |
| Amplius Wealth Advisors, LLC | 17,195 | $3.06M | 0.33% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 17,371 | $3.09M | 0.05% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 18,274 | $3.25M | 0.01% | +15,603+584.2% | Added |
| Quadrature Capital Ltd | 18,451 | $3.28M | 0.07% | +2,426+15.1% | Added |
| State of Alaska, Department of Revenue | 18,475 | $3.28M | 0.03% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 18,512 | $3.29M | 0.84% | −253−1.3% | Reduced |
| Verdence Capital Advisors LLC | 18,711 | $3.33M | 0.27% | +807+4.5% | Added |
| Teacher Retirement System of Texas | 19,069 | $3.39M | 0.02% | +791+4.3% | Added |
| Danske Bank A/S | 20,932 | $3.72M | 0.01% | +12,199+139.7% | Added |
| Oppenheimer Asset Management Inc. | 21,052 | $3.74M | 0.05% | −677−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,793 | $3.87M | 0.03% | +9,359+75.3% | Added |
| Susquehanna International Group, LLP | 21,848 | $3.88M | 0.01% | +6,111+38.8% | Added |
| Citigroup Inc | 22,387 | $3.98M | 0.00% | −707−3.1% | Reduced |
| Prudential Financial Inc | 22,471 | $4.00M | 0.01% | −3,977−15.0% | Reduced |
| Lazard Asset Management LLC | 22,816 | $4.05M | 0.01% | +4,509+24.6% | Added |
| State Board of Administration of Florida Retirement System | 23,608 | $4.20M | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,675 | $4.21M | 0.01% | −2,324−8.9% | Reduced |
| Manufacturers Life Insurance Company, The | 24,131 | $4.29M | 0.00% | −2,620−9.8% | Reduced |
| Amundi | 24,557 | $4.36M | 0.00% | +4,079+19.9% | Added |
| Arrowstreet Capital, Limited Partnership | 24,858 | $4.42M | 0.00% | −21,150−46.0% | Reduced |
| Sterling Capital Management LLC | 26,095 | $4.64M | 0.06% | +26,095 | New |
| CX Institutional | 26,224 | $4.66M | 0.21% | +26,224 | New |
| ExodusPoint Capital Management, LP | 26,731 | $4.75M | 0.05% | −13,327−33.3% | Reduced |
| Engineers Gate Manager LP | 26,863 | $4.78M | 0.09% | −24,786−48.0% | Reduced |
| Great West Life Assurance Co | 28,314 | $5.04M | 0.01% | +312+1.1% | Added |
| Assetmark, Inc | 28,508 | $5.07M | 0.01% | +239+0.8% | Added |
| Martingale Asset Management L P | 29,990 | $5.33M | 0.12% | +458+1.6% | Added |
| California State Teachers Retirement System | 30,561 | $5.43M | 0.01% | −1,494−4.7% | Reduced |
| State of Wisconsin Investment Board | 31,190 | $5.55M | 0.01% | −167−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,694 | $5.64M | 0.42% | +10,298+48.1% | Added |
| Corebridge Financial, Inc. | 35,269 | $6.27M | 0.03% | −5,035−12.5% | Reduced |
| Calamos Advisors LLC | 35,430 | $6.30M | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 39,616 | $7.04M | 0.02% | −592−1.5% | Reduced |
| Nordea Investment Management AB | 40,570 | $7.13M | 0.01% | −1,573−3.7% | Reduced |
| AXA S.A. | 40,886 | $7.27M | 0.02% | +850+2.1% | Added |
| Ameriprise Financial Inc | 41,009 | $7.28M | 0.00% | −3,321−7.5% | Reduced |
| UBS Asset Management Americas Inc | 43,652 | $7.76M | 0.00% | −89,010−67.1% | Reduced |
| Treasurer of the State of North Carolina | 44,894 | $7.98M | 0.03% | −66−0.1% | Reduced |
| New York State Teachers Retirement System | 46,009 | $8.18M | 0.02% | −2,719−5.6% | Reduced |
| Envestnet Asset Management Inc | 46,415 | $8.25M | 0.00% | +7,051+17.9% | Added |
| Deutsche Bank AG | 47,498 | $8.45M | 0.00% | +4,683+10.9% | Added |
| Legal & General Group Plc | 48,903 | $8.69M | 0.00% | −1,636−3.2% | Reduced |
| Alliancebernstein L.P. | 50,092 | $8.91M | 0.00% | −6,875−12.1% | Reduced |
| Brandywine Global Investment Management, LLC | 49,338 | $9.37M | 0.06% | −943−1.9% | Reduced |
| Swiss National Bank | 62,200 | $11.1M | 0.01% | −1,700−2.7% | Reduced |
| Wells Fargo & Company | 62,223 | $11.1M | 0.00% | −1,801−2.8% | Reduced |
| SEI Investments Co | 65,589 | $11.7M | 0.02% | +20,457+45.3% | Added |
| UBS Group AG | 68,988 | $12.3M | 0.00% | +4,713+7.3% | Added |
| Principal Financial Group Inc | 69,143 | $12.3M | 0.01% | −36,973−34.8% | Reduced |
| Wallace Capital Management Inc. | 69,370 | $12.3M | 1.67% | −490−0.7% | Reduced |
| Bank of Montreal | 70,457 | $12.4M | 0.01% | +54,003+328.2% | Added |
| Cambria Investment Management, L.P. | 71,302 | $12.7M | 0.76% | −1,293−1.8% | Reduced |
| Russell Investments Group, Ltd. | 72,828 | $12.9M | 0.02% | −3,575−4.7% | Reduced |
| HRT Financial LP | 74,858 | $13.3M | 0.07% | +12,694+20.4% | Added |
| California Public Employees Retirement System | 75,973 | $13.5M | 0.01% | +1,112+1.5% | Added |
| Barclays PLC | 76,488 | $13.6M | 0.01% | +55,302+261.0% | Added |
| Prana Capital Management, LP | 76,912 | $13.7M | 0.63% | +24,222+46.0% | Added |
| Goodman Financial Corp | 78,937 | $14.0M | 3.13% | +78,937 | New |
| Price T Rowe Associates Inc | 79,217 | $14.1M | 0.00% | +2,837+3.7% | Added |
| Bridgewater Associates, LP | 79,326 | $14.1M | 0.08% | +16,001+25.3% | Added |
| Assenagon Asset Management S.A. | 79,951 | $14.2M | 0.03% | +24,119+43.2% | Added |
| Fisher Asset Management, LLC | 84,752 | $15.1M | 0.01% | +13,472+18.9% | Added |
| Jane Street Group, LLC | 84,852 | $15.1M | 0.02% | −34,257−28.8% | Reduced |
| Rhumbline Advisers | 87,885 | $15.6M | 0.01% | −3,628−4.0% | Reduced |
| Polar Capital Holdings Plc | 88,532 | $15.7M | 0.09% | +23,043+35.2% | Added |
| Man Group plc | 89,180 | $15.9M | 0.04% | −44,218−33.1% | Reduced |
| Reinhart Partners, Inc. | 89,574 | $15.9M | 0.60% | −8,376−8.6% | Reduced |
| Penn Capital Management Co Inc | 90,046 | $16.1M | 1.47% | +4,871+5.7% | Added |
| Algert Global LLC | 95,227 | $16.9M | 0.46% | +5,973+6.7% | Added |
| Retirement Systems of Alabama | 98,702 | $17.5M | 0.07% | −3,112−3.1% | Reduced |
| Renaissance Technologies LLC | 99,800 | $17.7M | 0.03% | +9,600+10.6% | Added |
| Los Angeles Capital Management LLC | 100,072 | $17.8M | 0.07% | +41,413+70.6% | Added |
| North Star Asset Management Inc | 101,338 | $18.0M | 0.81% | +1,323+1.3% | Added |
| Macquarie Group Ltd | 102,546 | $18.2M | 0.02% | −1,100−1.1% | Reduced |
| Franklin Resources Inc | 101,913 | $19.4M | 0.01% | +15,746+18.3% | Added |
| Voloridge Investment Management, LLC | 111,678 | $19.9M | 0.07% | +28,321+34.0% | Added |
| Victory Capital Management Inc | 113,191 | $20.1M | 0.02% | +13,784+13.9% | Added |
| Great Lakes Advisors, LLC | 113,802 | $20.2M | 0.17% | +113,802 | New |
| Nuveen Asset Management, LLC | 125,938 | $22.4M | 0.01% | +8,514+7.3% | Added |
| First Trust Advisors LP | 128,176 | $22.8M | 0.02% | −3,132−2.4% | Reduced |
| Basswood Capital Management, L.L.C. | 131,981 | $23.5M | 1.21% | +24,379+22.7% | Added |
| Qube Research & Technologies Ltd | 132,719 | $23.6M | 0.04% | −52,873−28.5% | Reduced |
| Goldman Sachs Group Inc | 135,655 | $24.1M | 0.00% | −50,689−27.2% | Reduced |
| Millennium Management LLC | 139,953 | $24.9M | 0.02% | +35,656+34.2% | Added |
| D. E. Shaw & Co., Inc. | 143,218 | $25.5M | 0.03% | −52,538−26.8% | Reduced |
| Raymond James & Associates | 165,570 | $29.4M | 0.02% | −69,077−29.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 168,530 | $30.0M | 0.12% | −30,566−15.4% | Reduced |
| JPMorgan Chase & Co | 176,730 | $31.4M | 0.00% | −5,383−3.0% | Reduced |
| New York State Common Retirement Fund | 185,147 | $32.9M | 0.04% | +11,565+6.7% | Added |
| Bank of America Corp | 193,102 | $34.3M | 0.00% | +25,651+15.3% | Added |
| FMR LLC | 227,501 | $40.4M | 0.00% | −311,618−57.8% | Reduced |
| LSV Asset Management | 236,704 | $42.1M | 0.09% | −3,800−1.6% | Reduced |
| Invesco Ltd. | 258,161 | $45.9M | 0.01% | +49,601+23.8% | Added |