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 |
|---|---|---|---|---|---|
| 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 |
| Advisor Group Holdings, Inc. | 1,275 | $226.8K | 0.00% | −1,618−55.9% | Reduced |
| Shelton Capital Management | 1,271 | $226.0K | 0.01% | +1,271 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,240 | $220.5K | 0.03% | +1,240 | 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 |
| Point72 Hong Kong Ltd | 1,210 | $215.1K | 0.02% | +1,210 | New |
| Integrated Investment Consultants, LLC | 1,200 | $213.4K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,195 | $212.5K | 0.01% | +1,195 | New |
| EMC Capital Management | 1,190 | $212.0K | 0.17% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,182 | $210.2K | 0.00% | +1,182 | New |
| Bank of New Hampshire | 1,178 | $209.4K | 0.05% | −61−4.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,163 | $206.8K | 0.00% | −532−31.4% | Reduced |
| MAI Capital Management | 1,142 | $203.0K | 0.00% | +1,142 | New |
| Entropy Technologies, LP | 1,128 | $200.6K | 0.02% | +1,128 | New |
| DekaBank Deutsche Girozentrale | 1,143 | $200.0K | 0.00% | +38+3.4% | Added |
| Cetera Trust Company, N.A | 1,120 | $199.1K | 0.12% | +165+17.3% | Added |
| Bessemer Group Inc | 1,081 | $192.0K | 0.00% | +12+1.1% | Added |
| Parallel Advisors, LLC | 1,063 | $189.1K | 0.00% | −149−12.3% | Reduced |
| KBC Group NV | 980 | $174.0K | 0.00% | +145+17.4% | Added |
| Signaturefd, LLC | 915 | $162.7K | 0.00% | +20+2.2% | Added |
| TD Private Client Wealth LLC | 826 | $146.9K | 0.00% | +336+68.6% | Added |
| GAMMA Investing LLC | 794 | $141.2K | 0.01% | +404+103.6% | Added |
| Allspring Global Investments Holdings, LLC | 789 | $140.3K | 0.00% | +759+2,530.0% | Added |
| Quadrant Capital Group LLC | 651 | $115.7K | 0.01% | +12+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 646 | $114.8K | 0.00% | +148+29.7% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $106.7K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 550 | $97.8K | 0.01% | +25+4.8% | Added |
| Covestor Ltd | 471 | $84.0K | 0.05% | +83+21.4% | Added |
| Partnership Wealth Management, LLC | 467 | $83.0K | 0.06% | −603−56.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 431 | $76.6K | 0.00% | +257+147.7% | Added |
| Smithfield Trust Co | 410 | $74.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 372 | $66.1K | 0.02% | −555−59.9% | Reduced |
| Ci Investments Inc. | 368 | $65.0K | 0.00% | +48+15.0% | Added |
| Fifth Third Bancorp | 336 | $59.7K | 0.00% | +38+12.8% | Added |
| Truvestments Capital LLC | 330 | $58.7K | 0.02% | +330 | New |
| Whittier Trust Co | 325 | $57.8K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 322 | $57.3K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $56.9K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 314 | $55.8K | 0.00% | −396−55.8% | Reduced |
| Huntington National Bank | 307 | $54.6K | 0.00% | +303+7,575.0% | Added |
| Farther Finance Advisors, LLC | 288 | $51.1K | 0.00% | +3+1.1% | Added |
| Skopos Labs, Inc. | 275 | $48.9K | 0.02% | +275 | New |
| Venturi Wealth Management, LLC | 265 | $47.1K | 0.00% | +28+11.8% | Added |
| Reuter James Wealth Management, LLC | 265 | $47.1K | 0.01% | +265 | New |
| Bryn Mawr Trust Co | 257 | $45.7K | 0.00% | +257 | New |
| First Horizon Advisors, Inc. | 211 | $37.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 189 | $33.3K | 0.00% | +140+285.7% | Added |
| Umb Bank N A | 186 | $33.1K | 0.00% | +154+481.3% | Added |
| Ashton Thomas Securities, LLC | 168 | $29.9K | 0.01% | +168 | New |
| WealthCollab, LLC | 163 | $29.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 162 | $28.8K | 0.00% | +19+13.3% | Added |
| Altshuler Shaham Ltd | 148 | $26.3K | 0.00% | −29−16.4% | Reduced |
| Lindbrook Capital, LLC | 131 | $23.3K | 0.00% | −52−28.4% | Reduced |
| American National Bank | 121 | $21.5K | 0.00% | +121 | New |
| CIBC Private Wealth Group, LLC | 109 | $19.4K | 0.00% | +68+165.9% | Added |
| EverSource Wealth Advisors, LLC | 98 | $17.4K | 0.00% | −302−75.5% | Reduced |
| Private Trust Co NA | 94 | $16.7K | 0.00% | +12+14.6% | Added |
| Rise Advisors, LLC | 93 | $16.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 93 | $16.5K | 0.00% | −4−4.1% | Reduced |
| Bell Investment Advisors, Inc | 81 | $14.4K | 0.00% | −14−14.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $14.2K | 0.00% | +1+1.3% | Added |
| Addison Advisors LLC | 79 | $14.0K | 0.00% | +4+5.3% | Added |
| Jones Financial Companies LLLP | 78 | $13.8K | 0.00% | +7+9.9% | Added |
| 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 |
| Frazier Financial Advisors, LLC | 61 | $10.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $10.3K | 0.00% | +49+544.4% | Added |
| Delta Asset Management LLC | 53 | $9.42K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $8.89K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 47 | $8.36K | 0.00% | +29+161.1% | Added |
| Parkside Financial Bank & Trust | 45 | $8.00K | 0.00% | +10+28.6% | Added |
| Eagle Bay Advisors LLC | 41 | $7.29K | 0.00% | +9+28.1% | Added |
| Proequities, Inc. | 41 | $7.29K | 0.00% | +26+173.3% | Added |
| First Pacific Financial | 39 | $6.93K | 0.00% | +6+18.2% | Added |
| Principal Securities, Inc. | 37 | $6.58K | 0.00% | +31+516.7% | Added |
| Massmutual Trust Co FSB | 33 | $5.87K | 0.00% | −9−21.4% | Reduced |
| JFS Wealth Advisors, LLC | 30 | $5.33K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $5.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $4.80K | 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 |
| Asset Dedication, LLC | 23 | $4.09K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 23 | $4.09K | 0.00% | +23 | New |
| Hemington Wealth Management | 21 | $4.00K | 0.00% | +21 | New |
| 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 |
| True Wealth Design, LLC | 21 | $3.73K | 0.00% | −5,393−99.6% | Reduced |
| Mather Group, LLC. | 21 | $3.67K | 0.00% | +1+5.0% | Added |
| Creative Financial Designs Inc | 20 | $3.56K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $3.20K | 0.01% | 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 |
| Westend Capital Management, LLC | 16 | $2.85K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $2.67K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 14 | $2.49K | 0.00% | +14 | 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 |
| Continuum Advisory, LLC | 12 | $2.25K | 0.00% | +12 | New |