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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 18,451 | $3.41M | 0.07% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 18,461 | $3.41M | 0.84% | −51−0.3% | Reduced |
| Voya Investment Management LLC | 18,858 | $3.49M | 0.00% | +10,450+124.3% | Added |
| Oppenheimer Asset Management Inc. | 19,439 | $3.59M | 0.04% | −1,613−7.7% | Reduced |
| Marshall Wace, LLP | 19,630 | $3.63M | 0.00% | +19,630 | New |
| Amundi | 20,324 | $3.67M | 0.00% | −4,233−17.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,927 | $3.68M | 0.06% | +19,927 | New |
| Prana Capital Management, LP | 20,458 | $3.78M | 0.18% | −56,454−73.4% | Reduced |
| Two Sigma Investments, LP | 21,569 | $3.99M | 0.01% | +3,295+18.0% | Added |
| Royal Bank of Canada | 22,376 | $4.14M | 0.00% | +8,498+61.2% | Added |
| Nicola Wealth Management Ltd. | 16,000 | $4.25M | 0.40% | +16,000 | New |
| Citigroup Inc | 23,009 | $4.25M | 0.00% | +622+2.8% | Added |
| State Board of Administration of Florida Retirement System | 23,538 | $4.35M | 0.01% | −70−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 23,993 | $4.44M | 0.00% | −138−0.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 24,222 | $4.48M | 0.01% | +547+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 24,858 | $4.60M | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 24,989 | $4.63M | 0.00% | +24,989 | New |
| Sterling Capital Management LLC | 26,521 | $4.90M | 0.07% | +426+1.6% | Added |
| North Reef Capital Management LP | 27,386 | $5.06M | 0.23% | +27,386 | New |
| California State Teachers Retirement System | 27,855 | $5.15M | 0.01% | −2,706−8.9% | Reduced |
| Great West Life Assurance Co | 27,856 | $5.16M | 0.01% | −458−1.6% | Reduced |
| Assetmark, Inc | 28,717 | $5.31M | 0.01% | +209+0.7% | Added |
| SG Americas Securities, LLC | 29,558 | $5.47M | 0.02% | +23,111+358.5% | Added |
| State of Wisconsin Investment Board | 29,860 | $5.52M | 0.01% | −1,330−4.3% | Reduced |
| Public Employees Retirement System of Ohio | 33,465 | $6.19M | 0.02% | +33,465 | New |
| Corebridge Financial, Inc. | 34,195 | $6.32M | 0.03% | −1,074−3.0% | Reduced |
| Calamos Advisors LLC | 35,430 | $6.55M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 37,810 | $6.99M | 0.00% | −3,199−7.8% | Reduced |
| Storebrand Asset Management AS | 38,578 | $7.13M | 0.02% | −1,038−2.6% | Reduced |
| Alliancebernstein L.P. | 39,532 | $7.31M | 0.00% | −10,560−21.1% | Reduced |
| New York State Teachers Retirement System | 41,198 | $7.62M | 0.02% | −4,811−10.5% | Reduced |
| Nordea Investment Management AB | 43,018 | $8.01M | 0.01% | +2,448+6.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,898 | $8.12M | 0.02% | +43,898 | New |
| Treasurer of the State of North Carolina | 45,338 | $8.38M | 0.03% | +444+1.0% | Added |
| Envestnet Asset Management Inc | 45,366 | $8.39M | 0.00% | −1,049−2.3% | Reduced |
| Renaissance Technologies LLC | 45,400 | $8.40M | 0.01% | −54,400−54.5% | Reduced |
| Legal & General Group Plc | 47,444 | $8.77M | 0.00% | −1,459−3.0% | Reduced |
| SEI Investments Co | 47,519 | $8.79M | 0.01% | −18,070−27.6% | Reduced |
| Deutsche Bank AG | 47,612 | $8.80M | 0.00% | +114+0.2% | Added |
| Brandywine Global Investment Management, LLC | 49,128 | $9.08M | 0.07% | −210−0.4% | Reduced |
| Callodine Capital Management, LP | 50,000 | $9.25M | 1.91% | +37,500+300.0% | Added |
| American Century Companies Inc | 51,002 | $9.43M | 0.01% | +42,921+531.1% | Added |
| Qube Research & Technologies Ltd | 51,513 | $9.53M | 0.02% | −81,206−61.2% | Reduced |
| Assenagon Asset Management S.A. | 52,386 | $9.69M | 0.02% | −27,565−34.5% | Reduced |
| Voloridge Investment Management, LLC | 52,642 | $9.73M | 0.03% | −59,036−52.9% | Reduced |
| Russell Investments Group, Ltd. | 56,204 | $10.4M | 0.01% | −16,624−22.8% | Reduced |
| Polar Capital Holdings Plc | 56,532 | $10.5M | 0.06% | −32,000−36.1% | Reduced |
| Swiss National Bank | 58,600 | $10.8M | 0.01% | −3,600−5.8% | Reduced |
| Wells Fargo & Company | 62,620 | $11.6M | 0.00% | +397+0.6% | Added |
| Man Group plc | 66,987 | $12.4M | 0.04% | −22,193−24.9% | Reduced |
| Wallace Capital Management Inc. | 67,979 | $12.6M | 1.72% | −1,391−2.0% | Reduced |
| California Public Employees Retirement System | 67,990 | $12.6M | 0.01% | −7,983−10.5% | Reduced |
| Principal Financial Group Inc | 69,283 | $12.8M | 0.01% | +140+0.2% | Added |
| Bridgewater Associates, LP | 69,885 | $12.9M | 0.06% | −9,441−11.9% | Reduced |
| D. E. Shaw & Co., Inc. | 70,122 | $13.0M | 0.01% | −73,096−51.0% | Reduced |
| Cambria Investment Management, L.P. | 72,550 | $13.4M | 0.82% | +1,248+1.8% | Added |
| Reinhart Partners, Inc. | 74,834 | $13.8M | 0.53% | −14,740−16.5% | Reduced |
| Los Angeles Capital Management LLC | 78,369 | $14.5M | 0.06% | −21,703−21.7% | Reduced |
| Penn Capital Management Co Inc | 79,408 | $14.7M | 1.44% | −10,638−11.8% | Reduced |
| Goodman Financial Corp | 79,505 | $14.7M | 3.14% | +568+0.7% | Added |
| Franklin Resources Inc | 82,543 | $15.3M | 0.00% | −19,370−19.0% | Reduced |
| Rhumbline Advisers | 85,533 | $15.8M | 0.01% | −2,352−2.7% | Reduced |
| Macquarie Group Ltd | 88,596 | $16.4M | 0.02% | −13,950−13.6% | Reduced |
| Barclays PLC | 89,814 | $16.6M | 0.01% | +13,326+17.4% | Added |
| Retirement Systems of Alabama | 99,237 | $18.4M | 0.07% | +535+0.5% | Added |
| North Star Asset Management Inc | 101,921 | $18.8M | 0.83% | +583+0.6% | Added |
| Nuveen Asset Management, LLC | 102,054 | $18.9M | 0.01% | −23,884−19.0% | Reduced |
| Algert Global LLC | 104,339 | $19.3M | 0.45% | +9,112+9.6% | Added |
| Great Lakes Advisors, LLC | 109,987 | $20.3M | 0.17% | −3,815−3.4% | Reduced |
| Goldman Sachs Group Inc | 111,925 | $20.7M | 0.00% | −23,730−17.5% | Reduced |
| Victory Capital Management Inc | 118,627 | $21.9M | 0.02% | +5,436+4.8% | Added |
| Basswood Capital Management, L.L.C. | 124,241 | $23.0M | 1.34% | −7,740−5.9% | Reduced |
| UBS Asset Management Americas Inc | 135,471 | $25.1M | 0.01% | +91,819+210.3% | Added |
| UBS Group AG | 139,567 | $25.8M | 0.01% | +70,579+102.3% | Added |
| Raymond James Financial Inc | 155,839 | $28.8M | 0.01% | +155,839 | New |
| Fisher Asset Management, LLC | 156,210 | $28.9M | 0.01% | +71,458+84.3% | Added |
| JPMorgan Chase & Co | 164,116 | $30.3M | 0.00% | −12,614−7.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 171,215 | $31.7M | 0.11% | +2,685+1.6% | Added |
| Bank of America Corp | 186,030 | $34.4M | 0.00% | −7,072−3.7% | Reduced |
| New York State Common Retirement Fund | 192,524 | $35.6M | 0.05% | +7,377+4.0% | Added |
| FMR LLC | 213,400 | $39.5M | 0.00% | −14,101−6.2% | Reduced |
| First Trust Advisors LP | 217,571 | $40.2M | 0.04% | +89,395+69.7% | Added |
| Price T Rowe Associates Inc | 227,296 | $42.0M | 0.00% | +148,079+186.9% | Added |
| Invesco Ltd. | 267,786 | $49.5M | 0.01% | +9,625+3.7% | Added |
| LGT Capital Partners Ltd. | 274,018 | $50.7M | 1.93% | −43,912−13.8% | Reduced |
| Bank of New York Mellon Corp | 280,959 | $52.0M | 0.01% | −12,882−4.4% | Reduced |
| Bruni J V & Co | 301,845 | $55.8M | 6.32% | −1,050−0.3% | Reduced |
| Millennium Management LLC | 305,497 | $56.5M | 0.05% | +165,544+118.3% | Added |
| Charles Schwab Investment Management Inc | 331,106 | $61.2M | 0.01% | +2,264+0.7% | Added |
| Allianz Asset Management GmbH | 343,685 | $63.6M | 0.09% | −10,905−3.1% | Reduced |
| Northern Trust Corp | 349,611 | $64.7M | 0.01% | +26,990+8.4% | Added |
| Citadel Advisors LLC | 351,029 | $64.9M | 0.06% | −71,669−17.0% | Reduced |
| Norges Bank | 371,422 | $68.7M | 0.01% | −13,478−3.5% | Reduced |
| Kiltearn Partners LLP | 380,814 | $70.4M | 11.64% | −83,700−18.0% | Reduced |
| LSV Asset Management | 423,994 | $78.4M | 0.18% | +187,290+79.1% | Added |
| Channing Capital Management, LLC | 514,580 | $95.2M | 2.54% | +26,654+5.5% | Added |
| Geode Capital Management, LLC | 521,502 | $96.5M | 0.01% | −4,539−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 554,109 | $102.5M | 0.39% | −4,106−0.7% | Reduced |
| Lyrical Asset Management LP | 618,158 | $114.3M | 1.69% | −7,090−1.1% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 702,487 | $129.9M | 6.13% | −22,342−3.1% | Reduced |