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, Q4 2024
Institutional positions in Affiliated Managers Group, Inc. as of Dec 31, 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
- 408
- −6 vs. Q3 2024
- Shares held
- 28.3M
- +190.3K (+0.7%) vs. Q3 2024
- Total value
- $5.21B
- +$200.8M (+4.0%) vs. Q3 2024
- New holders
- 48
- 120 more added
- Sold out
- 54
- 171 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,211,846 | $593.9M | 0.01% | +31,343+1.0% | Added |
| BlackRock, Inc. | 2,969,421 | $549.1M | 0.01% | +52,647+1.8% | Added |
| Morgan Stanley | 2,279,932 | $421.6M | 0.03% | −87,581−3.7% | Reduced |
| Clarkston Capital Partners, LLC | 1,572,189 | $290.7M | 5.57% | −203,063−11.4% | Reduced |
| Ariel Investments, LLC | 1,423,927 | $263.3M | 2.81% | −28,234−1.9% | Reduced |
| Boston Partners | 1,184,130 | $219.0M | 0.27% | +373,696+46.1% | Added |
| State Street Corp | 1,022,603 | $189.1M | 0.01% | +10,265+1.0% | Added |
| Dimensional Fund Advisors LP | 761,198 | $140.8M | 0.03% | −20,853−2.7% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 702,487 | $129.9M | 6.13% | −22,342−3.1% | Reduced |
| Lyrical Asset Management LP | 618,158 | $114.3M | 1.69% | −7,090−1.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 554,109 | $102.5M | 0.39% | −4,106−0.7% | Reduced |
| Geode Capital Management, LLC | 521,502 | $96.5M | 0.01% | −4,539−0.9% | Reduced |
| Channing Capital Management, LLC | 514,580 | $95.2M | 2.54% | +26,654+5.5% | Added |
| LSV Asset Management | 423,994 | $78.4M | 0.18% | +187,290+79.1% | Added |
| Kiltearn Partners LLP | 380,814 | $70.4M | 11.64% | −83,700−18.0% | Reduced |
| Norges Bank | 371,422 | $68.7M | 0.01% | −13,478−3.5% | Reduced |
| Citadel Advisors LLC | 351,029 | $64.9M | 0.06% | −71,669−17.0% | Reduced |
| Northern Trust Corp | 349,611 | $64.7M | 0.01% | +26,990+8.4% | Added |
| Allianz Asset Management GmbH | 343,685 | $63.6M | 0.09% | −10,905−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 331,106 | $61.2M | 0.01% | +2,264+0.7% | Added |
| Millennium Management LLC | 305,497 | $56.5M | 0.05% | +165,544+118.3% | Added |
| Bruni J V & Co | 301,845 | $55.8M | 6.32% | −1,050−0.3% | Reduced |
| Bank of New York Mellon Corp | 280,959 | $52.0M | 0.01% | −12,882−4.4% | Reduced |
| LGT Capital Partners Ltd. | 274,018 | $50.7M | 1.93% | −43,912−13.8% | Reduced |
| Invesco Ltd. | 267,786 | $49.5M | 0.01% | +9,625+3.7% | Added |
| Price T Rowe Associates Inc | 227,296 | $42.0M | 0.00% | +148,079+186.9% | Added |
| First Trust Advisors LP | 217,571 | $40.2M | 0.04% | +89,395+69.7% | Added |
| FMR LLC | 213,400 | $39.5M | 0.00% | −14,101−6.2% | Reduced |
| New York State Common Retirement Fund | 192,524 | $35.6M | 0.05% | +7,377+4.0% | Added |
| Bank of America Corp | 186,030 | $34.4M | 0.00% | −7,072−3.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 171,215 | $31.7M | 0.11% | +2,685+1.6% | Added |
| JPMorgan Chase & Co | 164,116 | $30.3M | 0.00% | −12,614−7.1% | Reduced |
| Fisher Asset Management, LLC | 156,210 | $28.9M | 0.01% | +71,458+84.3% | Added |
| Raymond James Financial Inc | 155,839 | $28.8M | 0.01% | +155,839 | New |
| UBS Group AG | 139,567 | $25.8M | 0.01% | +70,579+102.3% | Added |
| UBS Asset Management Americas Inc | 135,471 | $25.1M | 0.01% | +91,819+210.3% | Added |
| Basswood Capital Management, L.L.C. | 124,241 | $23.0M | 1.34% | −7,740−5.9% | Reduced |
| Victory Capital Management Inc | 118,627 | $21.9M | 0.02% | +5,436+4.8% | Added |
| Goldman Sachs Group Inc | 111,925 | $20.7M | 0.00% | −23,730−17.5% | Reduced |
| Great Lakes Advisors, LLC | 109,987 | $20.3M | 0.17% | −3,815−3.4% | Reduced |
| Algert Global LLC | 104,339 | $19.3M | 0.45% | +9,112+9.6% | Added |
| Nuveen Asset Management, LLC | 102,054 | $18.9M | 0.01% | −23,884−19.0% | Reduced |
| North Star Asset Management Inc | 101,921 | $18.8M | 0.83% | +583+0.6% | Added |
| Retirement Systems of Alabama | 99,237 | $18.4M | 0.07% | +535+0.5% | Added |
| Barclays PLC | 89,814 | $16.6M | 0.01% | +13,326+17.4% | Added |
| Macquarie Group Ltd | 88,596 | $16.4M | 0.02% | −13,950−13.6% | Reduced |
| Rhumbline Advisers | 85,533 | $15.8M | 0.01% | −2,352−2.7% | Reduced |
| Franklin Resources Inc | 82,543 | $15.3M | 0.00% | −19,370−19.0% | Reduced |
| Goodman Financial Corp | 79,505 | $14.7M | 3.14% | +568+0.7% | Added |
| Penn Capital Management Co Inc | 79,408 | $14.7M | 1.44% | −10,638−11.8% | Reduced |
| Los Angeles Capital Management LLC | 78,369 | $14.5M | 0.06% | −21,703−21.7% | Reduced |
| Reinhart Partners, Inc. | 74,834 | $13.8M | 0.53% | −14,740−16.5% | Reduced |
| Cambria Investment Management, L.P. | 72,550 | $13.4M | 0.82% | +1,248+1.8% | Added |
| D. E. Shaw & Co., Inc. | 70,122 | $13.0M | 0.01% | −73,096−51.0% | Reduced |
| Bridgewater Associates, LP | 69,885 | $12.9M | 0.06% | −9,441−11.9% | Reduced |
| Principal Financial Group Inc | 69,283 | $12.8M | 0.01% | +140+0.2% | Added |
| California Public Employees Retirement System | 67,990 | $12.6M | 0.01% | −7,983−10.5% | Reduced |
| Wallace Capital Management Inc. | 67,979 | $12.6M | 1.72% | −1,391−2.0% | Reduced |
| Man Group plc | 66,987 | $12.4M | 0.04% | −22,193−24.9% | Reduced |
| Wells Fargo & Company | 62,620 | $11.6M | 0.00% | +397+0.6% | Added |
| Swiss National Bank | 58,600 | $10.8M | 0.01% | −3,600−5.8% | Reduced |
| Polar Capital Holdings Plc | 56,532 | $10.5M | 0.06% | −32,000−36.1% | Reduced |
| Russell Investments Group, Ltd. | 56,204 | $10.4M | 0.01% | −16,624−22.8% | Reduced |
| Voloridge Investment Management, LLC | 52,642 | $9.73M | 0.03% | −59,036−52.9% | Reduced |
| Assenagon Asset Management S.A. | 52,386 | $9.69M | 0.02% | −27,565−34.5% | Reduced |
| Qube Research & Technologies Ltd | 51,513 | $9.53M | 0.02% | −81,206−61.2% | Reduced |
| American Century Companies Inc | 51,002 | $9.43M | 0.01% | +42,921+531.1% | Added |
| Callodine Capital Management, LP | 50,000 | $9.25M | 1.91% | +37,500+300.0% | Added |
| Brandywine Global Investment Management, LLC | 49,128 | $9.08M | 0.07% | −210−0.4% | Reduced |
| Deutsche Bank AG | 47,612 | $8.80M | 0.00% | +114+0.2% | Added |
| SEI Investments Co | 47,519 | $8.79M | 0.01% | −18,070−27.6% | Reduced |
| Legal & General Group Plc | 47,444 | $8.77M | 0.00% | −1,459−3.0% | Reduced |
| Renaissance Technologies LLC | 45,400 | $8.40M | 0.01% | −54,400−54.5% | Reduced |
| Envestnet Asset Management Inc | 45,366 | $8.39M | 0.00% | −1,049−2.3% | Reduced |
| Treasurer of the State of North Carolina | 45,338 | $8.38M | 0.03% | +444+1.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,898 | $8.12M | 0.02% | +43,898 | New |
| Nordea Investment Management AB | 43,018 | $8.01M | 0.01% | +2,448+6.0% | Added |
| New York State Teachers Retirement System | 41,198 | $7.62M | 0.02% | −4,811−10.5% | Reduced |
| Alliancebernstein L.P. | 39,532 | $7.31M | 0.00% | −10,560−21.1% | Reduced |
| Storebrand Asset Management AS | 38,578 | $7.13M | 0.02% | −1,038−2.6% | Reduced |
| Ameriprise Financial Inc | 37,810 | $6.99M | 0.00% | −3,199−7.8% | Reduced |
| Calamos Advisors LLC | 35,430 | $6.55M | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 34,195 | $6.32M | 0.03% | −1,074−3.0% | Reduced |
| Public Employees Retirement System of Ohio | 33,465 | $6.19M | 0.02% | +33,465 | New |
| State of Wisconsin Investment Board | 29,860 | $5.52M | 0.01% | −1,330−4.3% | Reduced |
| SG Americas Securities, LLC | 29,558 | $5.47M | 0.02% | +23,111+358.5% | Added |
| Assetmark, Inc | 28,717 | $5.31M | 0.01% | +209+0.7% | Added |
| Great West Life Assurance Co | 27,856 | $5.16M | 0.01% | −458−1.6% | Reduced |
| California State Teachers Retirement System | 27,855 | $5.15M | 0.01% | −2,706−8.9% | Reduced |
| North Reef Capital Management LP | 27,386 | $5.06M | 0.23% | +27,386 | New |
| Sterling Capital Management LLC | 26,521 | $4.90M | 0.07% | +426+1.6% | Added |
| Schroder Investment Management Group | 24,989 | $4.63M | 0.00% | +24,989 | New |
| Arrowstreet Capital, Limited Partnership | 24,858 | $4.60M | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 24,222 | $4.48M | 0.01% | +547+2.3% | Added |
| Manufacturers Life Insurance Company, The | 23,993 | $4.44M | 0.00% | −138−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 23,538 | $4.35M | 0.01% | −70−0.3% | Reduced |
| Citigroup Inc | 23,009 | $4.25M | 0.00% | +622+2.8% | Added |
| Nicola Wealth Management Ltd. | 16,000 | $4.25M | 0.40% | +16,000 | New |
| Royal Bank of Canada | 22,376 | $4.14M | 0.00% | +8,498+61.2% | Added |
| Two Sigma Investments, LP | 21,569 | $3.99M | 0.01% | +3,295+18.0% | Added |