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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 761,198 | $140.8M | 0.03% | −20,853−2.7% | Reduced |
| State Street Corp | 1,022,603 | $189.1M | 0.01% | +10,265+1.0% | Added |
| Boston Partners | 1,184,130 | $219.0M | 0.27% | +373,696+46.1% | Added |
| Ariel Investments, LLC | 1,423,927 | $263.3M | 2.81% | −28,234−1.9% | Reduced |
| Clarkston Capital Partners, LLC | 1,572,189 | $290.7M | 5.57% | −203,063−11.4% | Reduced |
| Morgan Stanley | 2,279,932 | $421.6M | 0.03% | −87,581−3.7% | Reduced |
| BlackRock, Inc. | 2,969,421 | $549.1M | 0.01% | +52,647+1.8% | Added |
| Vanguard Group Inc | 3,211,846 | $593.9M | 0.01% | +31,343+1.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −84,852−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −40,886−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −31,694−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −26,224−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,793−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −18,711−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,124−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,277−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −13,773−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −11,980−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,831−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −9,530−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −9,228−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,416−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,345−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Hi-Line Capital Management, LLC | 0 | $0 | 0.00% | −6,581−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,982−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,882−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −3,529−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,374−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
| Annapolis Financial Services, LLC | – | – | – | – | Not filed |