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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 659 | $121.9K | 0.00% | +13+2.0% | Added |
| Signaturefd, LLC | 733 | $135.5K | 0.00% | −182−19.9% | Reduced |
| TD Private Client Wealth LLC | 805 | $148.9K | 0.00% | −21−2.5% | Reduced |
| GAMMA Investing LLC | 888 | $164.2K | 0.01% | +94+11.8% | Added |
| Advisor Group Holdings, Inc. | 1,032 | $190.9K | 0.00% | −243−19.1% | Reduced |
| Parallel Advisors, LLC | 1,095 | $202.5K | 0.00% | +32+3.0% | Added |
| Lingohr & Partner Asset Management GmbH | 1,100 | $204.0K | 0.42% | +1,100 | New |
| MAI Capital Management | 1,115 | $206.2K | 0.00% | −27−2.4% | Reduced |
| Bessemer Group Inc | 1,119 | $207.0K | 0.00% | +38+3.5% | Added |
| Shelton Capital Management | 1,125 | $208.0K | 0.01% | −146−11.5% | Reduced |
| Boston Private Wealth LLC | 1,128 | $208.6K | 0.00% | +1,128 | New |
| Allspring Global Investments Holdings, LLC | 1,133 | $211.8K | 0.00% | +344+43.6% | Added |
| DekaBank Deutsche Girozentrale | 1,143 | $212.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,148 | $212.3K | 0.00% | −1,998−63.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $212.7K | 0.08% | −203−15.0% | Reduced |
| Bank of New Hampshire | 1,163 | $215.1K | 0.06% | −15−1.3% | Reduced |
| Verition Fund Management LLC | 1,187 | $219.5K | 0.00% | −5,102−81.1% | Reduced |
| QRG Capital Management, Inc. | 1,189 | $219.9K | 0.00% | +1,189 | New |
| EMC Capital Management | 1,190 | $220.0K | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,193 | $220.6K | 0.01% | −2−0.2% | Reduced |
| Vise Technologies, Inc. | 1,212 | $224.1K | 0.02% | +1,212 | New |
| Sheets Smith Wealth Management | 1,227 | $226.9K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 1,244 | $230.0K | 0.00% | +264+26.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,250 | $231.2K | 0.03% | +10+0.8% | Added |
| Quent Capital, LLC | 1,282 | $237.1K | 0.02% | −84−6.1% | Reduced |
| Callan Family Office, LLC | 1,293 | $239.1K | 0.02% | +1,293 | New |
| Congress Wealth Management LLC | 1,307 | $241.9K | 0.00% | −2,345−64.2% | Reduced |
| Allegheny Financial Group LTD | 1,373 | $253.9K | 0.07% | −1,530−52.7% | Reduced |
| Tolleson Wealth Management, Inc. | 1,393 | $258.0K | 0.05% | −44−3.1% | Reduced |
| Cetera Trust Company, N.A | 1,410 | $260.7K | 0.17% | +290+25.9% | Added |
| Cadent Capital Advisors, LLC | 1,410 | $260.7K | 0.09% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,415 | $261.7K | 0.00% | +115+8.8% | Added |
| Quest Partners LLC | 1,473 | $272.4K | 0.04% | −10,795−88.0% | Reduced |
| Shell Asset Management Co | 1,505 | $278.0K | 0.01% | −4−0.3% | Reduced |
| Evergreen Capital Management LLC | 1,516 | $280.3K | 0.01% | +15+1.0% | Added |
| RSM US Wealth Management LLC | 1,552 | $287.5K | 0.00% | −773−33.2% | Reduced |
| Maryland State Retirement & Pension System | 1,567 | $289.8K | 0.01% | −258−14.1% | Reduced |
| Investment Partners, Ltd. | 1,585 | $293.1K | 0.12% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,600 | $295.9K | 0.00% | −100−5.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,646 | $304.4K | 0.02% | −12−0.7% | Reduced |
| HRT Financial LP | 1,664 | $307.0K | 0.00% | −73,194−97.8% | Reduced |
| L2 Asset Management, LLC | 1,700 | $314.3K | 0.07% | +35+2.1% | Added |
| Callan Capital, LLC | 1,737 | $321.2K | 0.02% | −319−15.5% | Reduced |
| EP Wealth Advisors, LLC | 1,764 | $326.2K | 0.00% | +304+20.8% | Added |
| Horizon Kinetics Asset Management LLC | 1,774 | $328.0K | 0.00% | +423+31.3% | Added |
| Greenleaf Trust | 1,804 | $333.6K | 0.00% | +11+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,820 | $336.6K | 0.02% | −531−22.6% | Reduced |
| Crossmark Global Holdings, Inc. | 1,843 | $341.0K | 0.01% | −977−34.6% | Reduced |
| M&T Bank Corp | 1,866 | $345.1K | 0.00% | −22−1.2% | Reduced |
| Empirical Asset Management, LLC | 190,360 | $347.1K | 0.12% | +188,568+10,522.8% | Added |
| Ritholtz Wealth Management | 1,878 | $347.3K | 0.01% | +504+36.7% | Added |
| Hancock Whitney Corp | 1,932 | $357.3K | 0.01% | −33−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 2,090 | $386.4K | 0.00% | −55−2.6% | Reduced |
| Glenmede Trust Co NA | 2,151 | $397.8K | 0.00% | +2+0.1% | Added |
| AE Wealth Management LLC | 2,152 | $398.0K | 0.00% | +970+82.1% | Added |
| South Dakota Investment Council | 2,188 | $405.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,215 | $409.6K | 0.07% | −150−6.3% | Reduced |
| Securian Asset Management, Inc | 2,218 | $410.2K | 0.01% | −100−4.3% | Reduced |
| Vestcor Inc | 2,243 | $415.0K | 0.01% | +2,243 | New |
| Lazard Asset Management LLC | 2,392 | $441.0K | 0.00% | −20,424−89.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,390 | $442.0K | 0.00% | +21+0.9% | Added |
| Tower Research Capital LLC (TRC) | 2,400 | $443.8K | 0.01% | +1,002+71.7% | Added |
| Ontario Teachers Pension Plan Board | 2,442 | $451.6K | 0.01% | +44+1.8% | Added |
| National Bank of Canada | 2,458 | $454.5K | 0.00% | −8,921−78.4% | Reduced |
| Coldstream Capital Management Inc | 2,460 | $454.9K | 0.01% | −20−0.8% | Reduced |
| Harbor Advisors LLC | 2,500 | $462.3K | 0.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 2,600 | $480.8K | 0.03% | −1,000−27.8% | Reduced |
| Gamco Investors, Inc. Et Al | 2,600 | $480.8K | 0.01% | −100−3.7% | Reduced |
| HighTower Advisors, LLC | 2,618 | $484.1K | 0.00% | +351+15.5% | Added |
| Asset Management One Co.,Ltd. | 2,588 | $485.6K | 0.00% | −8,006−75.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,607 | $491.5K | 0.01% | +568+27.9% | Added |
| AdvisorShares Investments LLC | 2,694 | $498.2K | 0.10% | 00.0% | Unchanged |
| Truist Financial Corp | 2,699 | $499.1K | 0.00% | +366+15.7% | Added |
| Engineers Gate Manager LP | 2,712 | $501.5K | 0.01% | −24,151−89.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,719 | $503.0K | 0.00% | −707−20.6% | Reduced |
| Oak Thistle LLC | 2,741 | $506.9K | 0.15% | −375−12.0% | Reduced |
| Atria Investments LLC | 2,771 | $512.3K | 0.01% | −265−8.7% | Reduced |
| Gabelli Funds LLC | 2,799 | $517.6K | 0.00% | +49+1.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,847 | $526.5K | 0.04% | −671−19.1% | Reduced |
| Forte Capital LLC | 2,857 | $528.3K | 0.06% | +32+1.1% | Added |
| Vident Advisory, LLC | 2,883 | $533.1K | 0.01% | −21−0.7% | Reduced |
| Cetera Investment Advisers | 2,898 | $535.9K | 0.00% | +70+2.5% | Added |
| Stifel Financial Corp | 2,924 | $540.7K | 0.00% | −69−2.3% | Reduced |
| Radnor Capital Management, LLC | 2,970 | $549.0K | 0.09% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,090 | $571.4K | 0.03% | −300−8.8% | Reduced |
| Cornerstone Investment Partners, LLC | 3,111 | $575.3K | 0.03% | −87−2.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,110 | $575.4K | 0.00% | −7−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,201 | $592.0K | 0.00% | −35−1.1% | Reduced |
| Cornercap Investment Counsel Inc | 3,229 | $597.1K | 0.19% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 3,326 | $615.0K | 0.01% | +1,319+65.7% | Added |
| Wilkinson Global Asset Management LLC | 3,400 | $628.7K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 3,416 | $631.7K | 0.00% | −169−4.7% | Reduced |
| Mission Wealth Management, LP | 3,458 | $639.4K | 0.02% | −349−9.2% | Reduced |
| Kathmere Capital Management, LLC | 3,535 | $653.7K | 0.06% | −2,467−41.1% | Reduced |
| Welch & Forbes LLC | 3,650 | $675.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,655 | $676.1K | 0.00% | −5,009−57.8% | Reduced |
| Mercer Global Advisors Inc | 3,674 | $679.3K | 0.00% | +3,674 | New |
| Colony Group, LLC | 3,695 | $683.3K | 0.00% | +3,695 | New |
| Schubert & Co | 3,704 | $684.9K | 0.46% | +6+0.2% | Added |
| Xponance, Inc. | 3,759 | $695.1K | 0.01% | +132+3.6% | Added |