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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 3,775 | $698.0K | 0.00% | −66−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 3,868 | $715.3K | 0.00% | −4,190−52.0% | Reduced |
| Ethic Inc. | 3,879 | $717.3K | 0.01% | −42−1.1% | Reduced |
| Foundry Partners, LLC | 3,910 | $723.0K | 0.04% | +129+3.4% | Added |
| Cresset Asset Management, LLC | 3,922 | $725.3K | 0.00% | −6,260−61.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,982 | $736.4K | 0.20% | −78−1.9% | Reduced |
| Kendall Capital Management | 4,010 | $741.5K | 0.22% | −125−3.0% | Reduced |
| Advisory Services Network, LLC | 4,314 | $797.7K | 0.01% | +3+0.1% | Added |
| Ronald Blue Trust, Inc. | 4,448 | $822.5K | 0.01% | +2,641+146.2% | Added |
| LPL Financial LLC | 4,502 | $832.5K | 0.00% | +933+26.1% | Added |
| Prudential Financial Inc | 4,521 | $842.8K | 0.00% | −17,950−79.9% | Reduced |
| Pictet Asset Management Holding SA | 4,617 | $853.8K | 0.00% | +111+2.5% | Added |
| Mariner, LLC | 4,624 | $855.1K | 0.00% | +270+6.2% | Added |
| Brown Brothers Harriman & Co | 4,650 | $859.9K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 4,656 | $861.0K | 0.03% | +1,071+29.9% | Added |
| Axq Capital, LP | 4,703 | $869.7K | 0.39% | +624+15.3% | Added |
| Federated Hermes, Inc. | 4,858 | $898.3K | 0.00% | +119+2.5% | Added |
| Kennondale Capital Management LLC | 4,892 | $904.6K | 0.98% | +4,892 | New |
| Custom Index Systems, LLC | 4,940 | $913.5K | 0.49% | −256−4.9% | Reduced |
| Resources Investment Advisors, LLC. | 5,002 | $924.9K | 0.01% | +290+6.2% | Added |
| XTX Topco Ltd | 5,069 | $937.4K | 0.08% | +5,069 | New |
| O'Shaughnessy Asset Management, LLC | 5,090 | $941.2K | 0.01% | +1,004+24.6% | Added |
| Invst, LLC | 5,306 | $981.1K | 0.12% | +107+2.1% | Added |
| Pacer Advisors, Inc. | 5,468 | $1.01M | 0.00% | −1,115−16.9% | Reduced |
| Edgestream Partners, L.P. | 5,510 | $1.02M | 0.04% | +876+18.9% | Added |
| CenterBook Partners LP | 5,669 | $1.05M | 0.06% | −1,854−24.6% | Reduced |
| Citadel Investment Advisory, Inc. | 5,889 | $1.09M | 0.56% | 00.0% | Unchanged |
| Carrera Capital Advisors | 5,947 | $1.10M | 0.26% | +5,947 | New |
| Ameritas Investment Partners, Inc. | 6,117 | $1.13M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,147 | $1.14M | 0.02% | +55+0.9% | Added |
| Creative Planning | 6,360 | $1.18M | 0.00% | +23+0.4% | Added |
| SkyView Investment Advisors, LLC | 6,370 | $1.18M | 0.19% | +552+9.5% | Added |
| Sepio Capital, LP | 6,465 | $1.20M | 0.10% | −633−8.9% | Reduced |
| Dodge & Cox | 6,500 | $1.20M | 0.00% | +6,500 | New |
| New Mexico Educational Retirement Board | 6,500 | $1.20M | 0.04% | 00.0% | Unchanged |
| Holocene Advisors, LP | 6,616 | $1.22M | 0.00% | +6,616 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,675 | $1.23M | 0.01% | +103+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,717 | $1.24M | 0.03% | +103+1.6% | Added |
| Regions Financial Corp | 6,736 | $1.25M | 0.01% | −28−0.4% | Reduced |
| Nomura Holdings Inc | 6,911 | $1.28M | 0.01% | +6,911 | New |
| Thrivent Financial for Lutherans | 7,112 | $1.31M | 0.00% | +108+1.5% | Added |
| State of Michigan Retirement System | 7,119 | $1.32M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 7,177 | $1.33M | 0.01% | −145−2.0% | Reduced |
| Wedge Capital Management L L P | 7,327 | $1.35M | 0.02% | −656−8.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,390 | $1.37M | 0.00% | +382+5.5% | Added |
| Wellington Management Group LLP | 7,659 | $1.42M | 0.00% | −6,137−44.5% | Reduced |
| Redwood Investment Management, LLC | 7,706 | $1.43M | 0.14% | −1,545−16.7% | Reduced |
| Commerce Bank | 7,833 | $1.45M | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,834 | $1.45M | 0.00% | +2,642+50.9% | Added |
| Handelsbanken Fonder AB | 8,000 | $1.48M | 0.01% | +900+12.7% | Added |
| Nisa Investment Advisors, LLC | 8,124 | $1.50M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 8,275 | $1.53M | 0.04% | −6−0.1% | Reduced |
| Alberta Investment Management Corp | 8,400 | $1.55M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 8,400 | $1.55M | 0.03% | +100+1.2% | Added |
| Arizona State Retirement System | 8,647 | $1.60M | 0.01% | −528−5.8% | Reduced |
| Two Sigma Advisers, LP | 8,900 | $1.65M | 0.00% | +4,600+107.0% | Added |
| First Hawaiian Bank | 9,079 | $1.68M | 0.05% | −1,244−12.1% | Reduced |
| Cerity Partners LLC | 9,307 | $1.68M | 0.00% | −926−9.0% | Reduced |
| Neuberger Berman Group LLC | 9,193 | $1.70M | 0.00% | +810+9.7% | Added |
| KLP Kapitalforvaltning AS | 9,300 | $1.72M | 0.01% | +9,300 | New |
| Ensign Peak Advisors, Inc | 9,482 | $1.75M | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 10,131 | $1.87M | 0.00% | −6,212−38.0% | Reduced |
| Susquehanna International Group, LLP | 10,247 | $1.89M | 0.00% | −11,601−53.1% | Reduced |
| Intech Investment Management LLC | 10,689 | $1.98M | 0.02% | +10,689 | New |
| Police & Firemen's Retirement System of New Jersey | 10,758 | $1.99M | 0.02% | +10,758 | New |
| CWC Advisors, LLC. | 10,833 | $2.00M | 2.00% | +141+1.3% | Added |
| Moody Aldrich Partners LLC | 10,948 | $2.02M | 0.38% | +10,948 | New |
| Teachers Retirement System of the State of Kentucky | 11,062 | $2.05M | 0.02% | −760−6.4% | Reduced |
| Yousif Capital Management, LLC | 11,418 | $2.11M | 0.02% | −235−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 11,464 | $2.12M | 0.01% | +27+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,550 | $2.14M | 0.11% | +11,550 | New |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $2.17M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 11,847 | $2.19M | 0.03% | −264−2.2% | Reduced |
| STRS Ohio | 12,001 | $2.22M | 0.01% | +546+4.8% | Added |
| Blair William & Co | 12,449 | $2.30M | 0.01% | −44−0.4% | Reduced |
| CI Private Wealth, LLC | 12,499 | $2.31M | 0.00% | −1,281−9.3% | Reduced |
| Comerica Bank | 12,555 | $2.32M | 0.01% | −624−4.7% | Reduced |
| ExodusPoint Capital Management, LP | 12,616 | $2.33M | 0.02% | −14,115−52.8% | Reduced |
| Illinois Municipal Retirement Fund | 12,840 | $2.37M | 0.03% | −4,167−24.5% | Reduced |
| State of Tennessee, Treasury Department | 12,853 | $2.38M | 0.01% | −362−2.7% | Reduced |
| Pinebridge Investments, L.P. | 12,857 | $2.38M | 0.02% | +3,846+42.7% | Added |
| Captrust Financial Advisors | 13,794 | $2.55M | 0.01% | +10,081+271.5% | Added |
| Janus Henderson Group PLC | 13,795 | $2.55M | 0.00% | −700−4.8% | Reduced |
| Natixis Advisors, L.P. | 13,875 | $2.57M | 0.00% | +1,019+7.9% | Added |
| Amalgamated Bank | 14,363 | $2.66M | 0.02% | +261+1.9% | Added |
| Pathstone Holdings, LLC | 14,418 | $2.67M | 0.01% | −326−2.2% | Reduced |
| Long Road Investment Counsel, LLC | 14,485 | $2.68M | 1.09% | −50−0.3% | Reduced |
| Quantinno Capital Management LP | 14,705 | $2.72M | 0.03% | +2,639+21.9% | Added |
| Teacher Retirement System of Texas | 15,819 | $2.92M | 0.01% | −3,250−17.0% | Reduced |
| Mutual of America Capital Management LLC | 15,965 | $2.95M | 0.03% | −149−0.9% | Reduced |
| Seascape Capital Management | 16,191 | $2.99M | 1.04% | +39+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 16,812 | $3.11M | 0.09% | −45−0.3% | Reduced |
| Henshaw Capital LLC | 16,994 | $3.14M | 0.13% | +10.0% | Added |
| MetLife Investment Management | 17,022 | $3.15M | 0.02% | +1,586+10.3% | Added |
| Amplius Wealth Advisors, LLC | 17,199 | $3.18M | 0.33% | +40.0% | Added |
| Cinctive Capital Management LP | 17,328 | $3.20M | 0.17% | +17,328 | New |
| Alaska Permanent Fund Corp | 17,371 | $3.21M | 0.05% | 00.0% | Unchanged |
| Martingale Asset Management L P | 17,684 | $3.27M | 0.08% | −12,306−41.0% | Reduced |
| Bank of Montreal | 17,831 | $3.30M | 0.00% | −52,626−74.7% | Reduced |
| State of Alaska, Department of Revenue | 18,455 | $3.41M | 0.04% | −20−0.1% | Reduced |