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 |
|---|---|---|---|---|---|
| Motco | 11 | $1.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.96K | 0.00% | +1+10.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $1.78K | 0.00% | −4−28.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $1.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $1.42K | 0.00% | −6−42.9% | Reduced |
| Horizon Investments, LLC | 8 | $1.42K | 0.00% | +8 | New |
| Sachetta, LLC | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Raleigh Capital Management Inc. | 5 | $889 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $712 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $711 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $534 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $534 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $533 | 0.00% | −2−40.0% | Reduced |
| Claris Advisors, LLC | 3 | $533 | 0.00% | +3 | New |
| Bokf, NA | 2 | $357 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 2 | $356 | 0.00% | +2 | New |
| Annapolis Financial Services, LLC | 1 | $265 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $178 | 0.00% | +1 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −215,059−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −38,292−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −22,007−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −17,987−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,236−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −14,591−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,299−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,341−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,269−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −3,941−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,819−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,072−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,511−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,092−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |