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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 5,192 | $923.1K | 0.00% | −487−8.6% | Reduced |
| Federated Hermes, Inc. | 4,739 | $842.6K | 0.00% | −820−14.8% | Reduced |
| Resources Investment Advisors, LLC. | 4,712 | $837.7K | 0.01% | +90+1.9% | Added |
| Brown Brothers Harriman & Co | 4,650 | $826.8K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,634 | $823.9K | 0.04% | +4,634 | New |
| Pictet Asset Management Holding SA | 4,506 | $800.8K | 0.00% | +259+6.1% | Added |
| Raymond James Trust N.A. | 4,407 | $783.6K | 0.02% | −3,705−45.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,086 | $776.3K | 0.01% | +553+15.7% | Added |
| Mariner, LLC | 4,354 | $773.6K | 0.00% | +25+0.6% | Added |
| Two Sigma Advisers, LP | 4,300 | $764.5K | 0.00% | +400+10.3% | Added |
| Kendall Capital Management | 4,135 | $735.2K | 0.23% | 00.0% | Unchanged |
| Axq Capital, LP | 4,079 | $725.2K | 0.22% | −2,068−33.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,060 | $721.9K | 0.19% | +8+0.2% | Added |
| Gsa Capital Partners LLP | 3,882 | $690.0K | 0.05% | −2,714−41.1% | Reduced |
| Janney Montgomery Scott LLC | 3,841 | $683.0K | 0.00% | −2,393−38.4% | Reduced |
| Mission Wealth Management, LP | 3,807 | $676.8K | 0.02% | +3,807 | New |
| Advisory Services Network, LLC | 4,311 | $673.4K | 0.01% | 00.0% | Unchanged |
| Foundry Partners, LLC | 3,781 | $672.3K | 0.03% | +110+3.0% | Added |
| Captrust Financial Advisors | 3,713 | $660.2K | 0.00% | +1,773+91.4% | Added |
| Schubert & Co | 3,698 | $657.5K | 0.47% | +3,698 | New |
| Ethic Inc. | 3,921 | $656.7K | 0.02% | +16+0.4% | Added |
| Congress Wealth Management LLC | 3,652 | $649.3K | 0.01% | +10+0.3% | Added |
| Welch & Forbes LLC | 3,650 | $649.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 3,627 | $644.9K | 0.01% | −141−3.7% | Reduced |
| RBF Capital, LLC | 3,600 | $640.1K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 3,585 | $637.4K | 0.00% | +160+4.7% | Added |
| Kestra Investment Management, LLC | 3,585 | $637.4K | 0.03% | +3,585 | New |
| LPL Financial LLC | 3,569 | $634.6K | 0.00% | −88−2.4% | Reduced |
| River & Mercantile Asset Management LLP | 3,529 | $627.4K | 0.14% | +328+10.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,518 | $625.5K | 0.04% | −3,864−52.3% | Reduced |
| Public Employees Retirement Association of Colorado | 3,426 | $609.0K | 0.00% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 3,400 | $604.5K | 0.04% | −200−5.6% | Reduced |
| Hillsdale Investment Management Inc. | 3,390 | $602.7K | 0.05% | −350−9.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,236 | $575.4K | 0.00% | −529−14.1% | Reduced |
| Cornercap Investment Counsel Inc | 3,229 | $574.1K | 0.17% | −3,690−53.3% | Reduced |
| Cornerstone Investment Partners, LLC | 3,198 | $568.6K | 0.03% | +96+3.1% | Added |
| Squarepoint Ops LLC | 3,146 | $559.4K | 0.00% | +3,146 | New |
| Oak Thistle LLC | 3,116 | $554.0K | 0.18% | −1,630−34.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,117 | $543.1K | 0.00% | +3,117 | New |
| Atria Investments LLC | 3,036 | $539.9K | 0.01% | +3,036 | New |
| Stifel Financial Corp | 2,993 | $532.2K | 0.00% | −1,390−31.7% | Reduced |
| Radnor Capital Management, LLC | 2,970 | $528.0K | 0.08% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,904 | $516.3K | 0.01% | −185−6.0% | Reduced |
| Allegheny Financial Group LTD | 2,903 | $516.2K | 0.13% | +273+10.4% | Added |
| Fox Run Management, L.L.C. | 2,840 | $505.0K | 0.11% | +451+18.9% | Added |
| Cetera Investment Advisers | 2,828 | $502.8K | 0.00% | +196+7.4% | Added |
| Forte Capital LLC | 2,825 | $502.3K | 0.06% | +498+21.4% | Added |
| Crossmark Global Holdings, Inc. | 2,820 | $502.0K | 0.01% | +912+47.8% | Added |
| Gabelli Funds LLC | 2,750 | $488.9K | 0.00% | +500+22.2% | Added |
| Lecap Asset Management Ltd | 2,721 | $483.8K | 0.10% | −4,930−64.4% | Reduced |
| Guggenheim Capital LLC | 2,720 | $483.6K | 0.00% | +1,197+78.6% | Added |
| Gamco Investors, Inc. Et Al | 2,700 | $480.1K | 0.00% | +1,000+58.8% | Added |
| AdvisorShares Investments LLC | 2,694 | $479.0K | 0.09% | −178−6.2% | Reduced |
| 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 |
| Coldstream Capital Management Inc | 2,480 | $442.0K | 0.01% | +118+5.0% | Added |
| Petrus Trust Company, LTA | 2,445 | $434.7K | 0.04% | −1,998−45.0% | Reduced |
| Ontario Teachers Pension Plan Board | 2,398 | $426.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,369 | $421.2K | 0.00% | −125−5.0% | Reduced |
| Ironwood Investment Counsel, LLC | 2,365 | $420.5K | 0.07% | −125−5.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,351 | $418.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 2,333 | $414.8K | 0.00% | −25,877−91.7% | Reduced |
| Securian Asset Management, Inc | 2,318 | $412.1K | 0.01% | −223−8.8% | Reduced |
| FJ Capital Management LLC | 2,301 | $409.1K | 0.04% | −1,769−43.5% | Reduced |
| RSM US Wealth Management LLC | 2,325 | $408.7K | 0.01% | +2,325 | New |
| HighTower Advisors, LLC | 2,267 | $408.0K | 0.00% | +46+2.1% | Added |
| South Dakota Investment Council | 2,188 | $389.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,149 | $382.1K | 0.00% | +637+42.1% | Added |
| United Capital Financial Advisers, LLC | 2,145 | $381.3K | 0.00% | +152+7.6% | Added |
| Callan Capital, LLC | 2,056 | $365.6K | 0.03% | +173+9.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,039 | $362.5K | 0.01% | +2,039 | New |
| Guinness Asset Management LTD | 2,007 | $356.8K | 0.01% | −229−10.2% | Reduced |
| Hancock Whitney Corp | 1,965 | $349.4K | 0.01% | −26−1.3% | Reduced |
| Point72 (DIFC) Ltd | 1,964 | $349.1K | 0.03% | −316−13.9% | Reduced |
| M&T Bank Corp | 1,888 | $335.7K | 0.00% | +16+0.9% | Added |
| Maryland State Retirement & Pension System | 1,825 | $324.5K | 0.01% | −895−32.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,803 | $320.6K | 0.00% | +1,803 | New |
| Greenleaf Trust | 1,793 | $318.8K | 0.00% | +27+1.5% | Added |
| Empirical Asset Management, LLC | 1,792 | $318.6K | 0.11% | +163+10.0% | Added |
| Utah Retirement Systems | 1,700 | $302.3K | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,665 | $296.1K | 0.08% | −84−4.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,658 | $294.8K | 0.02% | +1,658 | New |
| Avantax Advisory Services, Inc. | 1,605 | $285.4K | 0.00% | +111+7.4% | Added |
| Ronald Blue Trust, Inc. | 1,807 | $282.3K | 0.00% | +845+87.8% | Added |
| Investment Partners, Ltd. | 1,585 | $281.8K | 0.12% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,573 | $279.7K | 0.01% | +1,573 | New |
| Kapitalo Investimentos Ltda | 1,554 | $276.3K | 0.07% | +155+11.1% | Added |
| Toroso Investments, LLC | 1,533 | $272.6K | 0.00% | −965−38.6% | Reduced |
| Shell Asset Management Co | 1,509 | $268.0K | 0.01% | +1,509 | New |
| Evergreen Capital Management LLC | 1,501 | $266.9K | 0.01% | +1,501 | New |
| EP Wealth Advisors, LLC | 1,460 | $259.7K | 0.00% | +1,460 | New |
| Tolleson Wealth Management, Inc. | 1,437 | $255.0K | 0.05% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,410 | $250.7K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,398 | $248.6K | 0.01% | −3,408−70.9% | Reduced |
| Forum Financial Management, LP | 1,380 | $245.4K | 0.00% | +1+0.1% | Added |
| Magnetar Financial LLC | 1,374 | $244.3K | 0.01% | +1,374 | New |
| Ritholtz Wealth Management | 1,374 | $244.3K | 0.01% | +1,374 | New |
| Quent Capital, LLC | 1,366 | $242.6K | 0.02% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 1,353 | $240.6K | 0.06% | +1,353 | New |
| Horizon Kinetics Asset Management LLC | 1,351 | $240.2K | 0.00% | +1,351 | New |