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 |
|---|---|---|---|---|---|
| Prana Capital Management, LP | 20,458 | $3.78M | 0.18% | −56,454−73.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,927 | $3.68M | 0.06% | +19,927 | New |
| Amundi | 20,324 | $3.67M | 0.00% | −4,233−17.2% | Reduced |
| Marshall Wace, LLP | 19,630 | $3.63M | 0.00% | +19,630 | New |
| Oppenheimer Asset Management Inc. | 19,439 | $3.59M | 0.04% | −1,613−7.7% | Reduced |
| Voya Investment Management LLC | 18,858 | $3.49M | 0.00% | +10,450+124.3% | Added |
| Poehling Capital Management, LLC | 18,461 | $3.41M | 0.84% | −51−0.3% | Reduced |
| Quadrature Capital Ltd | 18,451 | $3.41M | 0.07% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 18,455 | $3.41M | 0.04% | −20−0.1% | Reduced |
| Bank of Montreal | 17,831 | $3.30M | 0.00% | −52,626−74.7% | Reduced |
| Martingale Asset Management L P | 17,684 | $3.27M | 0.08% | −12,306−41.0% | Reduced |
| Alaska Permanent Fund Corp | 17,371 | $3.21M | 0.05% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 17,328 | $3.20M | 0.17% | +17,328 | New |
| Amplius Wealth Advisors, LLC | 17,199 | $3.18M | 0.33% | +40.0% | Added |
| MetLife Investment Management | 17,022 | $3.15M | 0.02% | +1,586+10.3% | Added |
| Henshaw Capital LLC | 16,994 | $3.14M | 0.13% | +10.0% | Added |
| Carnegie Capital Asset Management, LLC | 16,812 | $3.11M | 0.09% | −45−0.3% | Reduced |
| Seascape Capital Management | 16,191 | $2.99M | 1.04% | +39+0.2% | Added |
| Mutual of America Capital Management LLC | 15,965 | $2.95M | 0.03% | −149−0.9% | Reduced |
| Teacher Retirement System of Texas | 15,819 | $2.92M | 0.01% | −3,250−17.0% | Reduced |
| Quantinno Capital Management LP | 14,705 | $2.72M | 0.03% | +2,639+21.9% | Added |
| Long Road Investment Counsel, LLC | 14,485 | $2.68M | 1.09% | −50−0.3% | Reduced |
| Pathstone Holdings, LLC | 14,418 | $2.67M | 0.01% | −326−2.2% | Reduced |
| Amalgamated Bank | 14,363 | $2.66M | 0.02% | +261+1.9% | Added |
| Natixis Advisors, L.P. | 13,875 | $2.57M | 0.00% | +1,019+7.9% | Added |
| Janus Henderson Group PLC | 13,795 | $2.55M | 0.00% | −700−4.8% | Reduced |
| Captrust Financial Advisors | 13,794 | $2.55M | 0.01% | +10,081+271.5% | Added |
| Pinebridge Investments, L.P. | 12,857 | $2.38M | 0.02% | +3,846+42.7% | Added |
| State of Tennessee, Treasury Department | 12,853 | $2.38M | 0.01% | −362−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 12,840 | $2.37M | 0.03% | −4,167−24.5% | Reduced |
| ExodusPoint Capital Management, LP | 12,616 | $2.33M | 0.02% | −14,115−52.8% | Reduced |
| Comerica Bank | 12,555 | $2.32M | 0.01% | −624−4.7% | Reduced |
| CI Private Wealth, LLC | 12,499 | $2.31M | 0.00% | −1,281−9.3% | Reduced |
| Blair William & Co | 12,449 | $2.30M | 0.01% | −44−0.4% | Reduced |
| STRS Ohio | 12,001 | $2.22M | 0.01% | +546+4.8% | Added |
| JustInvest LLC | 11,847 | $2.19M | 0.03% | −264−2.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $2.17M | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,550 | $2.14M | 0.11% | +11,550 | New |
| State of New Jersey Common Pension Fund D | 11,464 | $2.12M | 0.01% | +27+0.2% | Added |
| Yousif Capital Management, LLC | 11,418 | $2.11M | 0.02% | −235−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,062 | $2.05M | 0.02% | −760−6.4% | Reduced |
| Moody Aldrich Partners LLC | 10,948 | $2.02M | 0.38% | +10,948 | New |
| CWC Advisors, LLC. | 10,833 | $2.00M | 2.00% | +141+1.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,758 | $1.99M | 0.02% | +10,758 | New |
| Intech Investment Management LLC | 10,689 | $1.98M | 0.02% | +10,689 | New |
| Susquehanna International Group, LLP | 10,247 | $1.89M | 0.00% | −11,601−53.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 10,131 | $1.87M | 0.00% | −6,212−38.0% | Reduced |
| Ensign Peak Advisors, Inc | 9,482 | $1.75M | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 9,300 | $1.72M | 0.01% | +9,300 | New |
| Neuberger Berman Group LLC | 9,193 | $1.70M | 0.00% | +810+9.7% | Added |
| Cerity Partners LLC | 9,307 | $1.68M | 0.00% | −926−9.0% | Reduced |
| First Hawaiian Bank | 9,079 | $1.68M | 0.05% | −1,244−12.1% | Reduced |
| Two Sigma Advisers, LP | 8,900 | $1.65M | 0.00% | +4,600+107.0% | Added |
| Arizona State Retirement System | 8,647 | $1.60M | 0.01% | −528−5.8% | 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 |
| Diversified Trust Co | 8,275 | $1.53M | 0.04% | −6−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 8,124 | $1.50M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,000 | $1.48M | 0.01% | +900+12.7% | Added |
| Mackenzie Financial Corp | 7,834 | $1.45M | 0.00% | +2,642+50.9% | Added |
| Commerce Bank | 7,833 | $1.45M | 0.01% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 7,706 | $1.43M | 0.14% | −1,545−16.7% | Reduced |
| Wellington Management Group LLP | 7,659 | $1.42M | 0.00% | −6,137−44.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,390 | $1.37M | 0.00% | +382+5.5% | Added |
| Wedge Capital Management L L P | 7,327 | $1.35M | 0.02% | −656−8.2% | Reduced |
| CWM, LLC | 7,177 | $1.33M | 0.01% | −145−2.0% | Reduced |
| State of Michigan Retirement System | 7,119 | $1.32M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,112 | $1.31M | 0.00% | +108+1.5% | Added |
| Nomura Holdings Inc | 6,911 | $1.28M | 0.01% | +6,911 | New |
| Regions Financial Corp | 6,736 | $1.25M | 0.01% | −28−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,717 | $1.24M | 0.03% | +103+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,675 | $1.23M | 0.01% | +103+1.6% | Added |
| Holocene Advisors, LP | 6,616 | $1.22M | 0.00% | +6,616 | New |
| New Mexico Educational Retirement Board | 6,500 | $1.20M | 0.04% | 00.0% | Unchanged |
| Dodge & Cox | 6,500 | $1.20M | 0.00% | +6,500 | New |
| Sepio Capital, LP | 6,465 | $1.20M | 0.10% | −633−8.9% | Reduced |
| SkyView Investment Advisors, LLC | 6,370 | $1.18M | 0.19% | +552+9.5% | Added |
| Creative Planning | 6,360 | $1.18M | 0.00% | +23+0.4% | Added |
| Oregon Public Employees Retirement Fund | 6,147 | $1.14M | 0.02% | +55+0.9% | Added |
| Ameritas Investment Partners, Inc. | 6,117 | $1.13M | 0.04% | 00.0% | Unchanged |
| Carrera Capital Advisors | 5,947 | $1.10M | 0.26% | +5,947 | New |
| Citadel Investment Advisory, Inc. | 5,889 | $1.09M | 0.56% | 00.0% | Unchanged |
| CenterBook Partners LP | 5,669 | $1.05M | 0.06% | −1,854−24.6% | Reduced |
| Edgestream Partners, L.P. | 5,510 | $1.02M | 0.04% | +876+18.9% | Added |
| Pacer Advisors, Inc. | 5,468 | $1.01M | 0.00% | −1,115−16.9% | Reduced |
| Invst, LLC | 5,306 | $981.1K | 0.12% | +107+2.1% | Added |
| O'Shaughnessy Asset Management, LLC | 5,090 | $941.2K | 0.01% | +1,004+24.6% | Added |
| XTX Topco Ltd | 5,069 | $937.4K | 0.08% | +5,069 | New |
| Resources Investment Advisors, LLC. | 5,002 | $924.9K | 0.01% | +290+6.2% | Added |
| Custom Index Systems, LLC | 4,940 | $913.5K | 0.49% | −256−4.9% | Reduced |
| Kennondale Capital Management LLC | 4,892 | $904.6K | 0.98% | +4,892 | New |
| Federated Hermes, Inc. | 4,858 | $898.3K | 0.00% | +119+2.5% | Added |
| Axq Capital, LP | 4,703 | $869.7K | 0.39% | +624+15.3% | Added |
| Kestra Investment Management, LLC | 4,656 | $861.0K | 0.03% | +1,071+29.9% | Added |
| Brown Brothers Harriman & Co | 4,650 | $859.9K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 4,624 | $855.1K | 0.00% | +270+6.2% | Added |
| Pictet Asset Management Holding SA | 4,617 | $853.8K | 0.00% | +111+2.5% | Added |
| Prudential Financial Inc | 4,521 | $842.8K | 0.00% | −17,950−79.9% | Reduced |
| LPL Financial LLC | 4,502 | $832.5K | 0.00% | +933+26.1% | Added |
| Ronald Blue Trust, Inc. | 4,448 | $822.5K | 0.01% | +2,641+146.2% | Added |