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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| REAP Financial Group, LLC | 1 | $92 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $185 | 0.00% | +1 | New |
| Winch Advisory Services, LLC | 2 | $370 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $370 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $555 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $555 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $555 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $555 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $555 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $740 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4 | $740 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 5 | $925 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $925 | 0.00% | +5 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.11K | 0.00% | −4−40.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.11K | 0.00% | −52−89.7% | Reduced |
| Whipplewood Advisors, LLC | 6 | $1.11K | 0.00% | +6 | New |
| Larson Financial Group LLC | 7 | $1.29K | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.48K | 0.00% | −3−27.3% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $1.48K | 0.00% | +4+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.85K | 0.00% | +3+42.9% | Added |
| Motco | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 11 | $2.03K | 0.00% | +11 | New |
| Headlands Technologies LLC | 11 | $2.03K | 0.00% | +11 | New |
| Continuum Advisory, LLC | 12 | $2.22K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 14 | $2.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $2.59K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $2.77K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 16 | $2.96K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $3.14K | 0.00% | −4−19.0% | Reduced |
| Private Wealth Management Group, LLC | 17 | $3.14K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $3.33K | 0.00% | −75−80.6% | Reduced |
| LGT Financial Advisors LLC | 18 | $3.33K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 19 | $3.51K | 0.00% | +19 | New |
| Creative Financial Designs Inc | 20 | $3.70K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22 | $4.07K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $4.07K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 23 | $4.25K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $4.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $4.44K | 0.00% | +24 | New |
| CVA Family Office, LLC | 25 | $4.62K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $4.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $4.99K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 31 | $5.00K | 0.00% | +10+47.6% | Added |
| JFS Wealth Advisors, LLC | 30 | $5.55K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 33 | $6.10K | 0.00% | −4−10.8% | Reduced |
| Massmutual Trust Co FSB | 33 | $6.10K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 39 | $7.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 41 | $7.58K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $7.77K | 0.00% | −3−6.7% | Reduced |
| Golden State Wealth Management, LLC | 47 | $8.69K | 0.00% | +47 | New |
| Promethos Capital, LLC | 50 | $9.25K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $9.80K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 55 | $10.2K | 0.01% | +25+83.3% | Added |
| Elequin Capital LP | 61 | $11.3K | 0.00% | +61 | New |
| Frazier Financial Advisors, LLC | 61 | $11.3K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 66 | $12.2K | 0.01% | +66 | New |
| Bell Investment Advisors, Inc | 68 | $12.6K | 0.00% | −13−16.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 73 | $13.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 79 | $14.6K | 0.00% | −1−1.3% | Reduced |
| Addison Advisors LLC | 79 | $14.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 93 | $17.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 95 | $17.6K | 0.00% | +22+30.1% | Added |
| Versant Capital Management, Inc | 106 | $19.6K | 0.00% | +59+125.5% | Added |
| CIBC Private Wealth Group, LLC | 109 | $19.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 111 | $20.5K | 0.00% | +13+13.3% | Added |
| Smartleaf Asset Management LLC | 125 | $23.2K | 0.00% | −64−33.9% | Reduced |
| Altshuler Shaham Ltd | 139 | $25.7K | 0.00% | −9−6.1% | Reduced |
| Jones Financial Companies LLLP | 140 | $25.9K | 0.00% | +62+79.5% | Added |
| Lindbrook Capital, LLC | 146 | $27.0K | 0.00% | +15+11.5% | Added |
| WealthCollab, LLC | 163 | $30.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 172 | $32.1K | 0.00% | +10+6.2% | Added |
| First Horizon Advisors, Inc. | 194 | $35.9K | 0.00% | −17−8.1% | Reduced |
| Danske Bank A/S | 200 | $37.0K | 0.00% | −20,732−99.0% | Reduced |
| Farther Finance Advisors, LLC | 210 | $38.8K | 0.00% | −78−27.1% | Reduced |
| Private Trust Co NA | 218 | $40.3K | 0.00% | +124+131.9% | Added |
| Huntington National Bank | 252 | $46.6K | 0.00% | −55−17.9% | Reduced |
| Umb Bank N A | 255 | $47.2K | 0.00% | +69+37.1% | Added |
| Bryn Mawr Trust Co | 256 | $47.3K | 0.00% | −1−0.4% | Reduced |
| Venturi Wealth Management, LLC | 265 | $49.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 275 | $50.9K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 285 | $52.7K | 0.01% | −87−23.4% | Reduced |
| State of Wyoming | 303 | $56.0K | 0.01% | −247−44.9% | Reduced |
| Fifth Third Bancorp | 312 | $57.7K | 0.00% | −24−7.1% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $59.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $60.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $61.0K | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 379 | $70.1K | 0.00% | +379 | New |
| Steward Partners Investment Advisory, LLC | 403 | $74.5K | 0.00% | −28−6.5% | Reduced |
| Covestor Ltd | 403 | $75.0K | 0.05% | −68−14.4% | Reduced |
| Smithfield Trust Co | 410 | $76.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 449 | $83.0K | 0.00% | +135+43.0% | Added |
| Kapitalo Investimentos Ltda | 475 | $87.8K | 0.06% | −1,079−69.4% | Reduced |
| Quadrant Capital Group LLC | 630 | $116.5K | 0.01% | −21−3.2% | Reduced |
| Ci Investments Inc. | 638 | $118.0K | 0.00% | +270+73.4% | Added |
| Bayforest Capital Ltd | 643 | $118.9K | 0.15% | +643 | New |