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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 4,314 | $797.7K | 0.01% | +3+0.1% | Added |
| Kendall Capital Management | 4,010 | $741.5K | 0.22% | −125−3.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,982 | $736.4K | 0.20% | −78−1.9% | Reduced |
| Cresset Asset Management, LLC | 3,922 | $725.3K | 0.00% | −6,260−61.5% | Reduced |
| Foundry Partners, LLC | 3,910 | $723.0K | 0.04% | +129+3.4% | Added |
| Ethic Inc. | 3,879 | $717.3K | 0.01% | −42−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 3,868 | $715.3K | 0.00% | −4,190−52.0% | Reduced |
| Janney Montgomery Scott LLC | 3,775 | $698.0K | 0.00% | −66−1.7% | Reduced |
| Xponance, Inc. | 3,759 | $695.1K | 0.01% | +132+3.6% | Added |
| Schubert & Co | 3,704 | $684.9K | 0.46% | +6+0.2% | Added |
| Colony Group, LLC | 3,695 | $683.3K | 0.00% | +3,695 | New |
| Mercer Global Advisors Inc | 3,674 | $679.3K | 0.00% | +3,674 | New |
| HSBC Holdings PLC | 3,655 | $676.1K | 0.00% | −5,009−57.8% | Reduced |
| Welch & Forbes LLC | 3,650 | $675.0K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,535 | $653.7K | 0.06% | −2,467−41.1% | Reduced |
| Mission Wealth Management, LP | 3,458 | $639.4K | 0.02% | −349−9.2% | Reduced |
| US Bancorp | 3,416 | $631.7K | 0.00% | −169−4.7% | Reduced |
| Wilkinson Global Asset Management LLC | 3,400 | $628.7K | 0.04% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 3,326 | $615.0K | 0.01% | +1,319+65.7% | Added |
| Cornercap Investment Counsel Inc | 3,229 | $597.1K | 0.19% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,201 | $592.0K | 0.00% | −35−1.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,110 | $575.4K | 0.00% | −7−0.2% | Reduced |
| Cornerstone Investment Partners, LLC | 3,111 | $575.3K | 0.03% | −87−2.7% | Reduced |
| Hillsdale Investment Management Inc. | 3,090 | $571.4K | 0.03% | −300−8.8% | Reduced |
| Radnor Capital Management, LLC | 2,970 | $549.0K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,924 | $540.7K | 0.00% | −69−2.3% | Reduced |
| Cetera Investment Advisers | 2,898 | $535.9K | 0.00% | +70+2.5% | Added |
| Vident Advisory, LLC | 2,883 | $533.1K | 0.01% | −21−0.7% | Reduced |
| Forte Capital LLC | 2,857 | $528.3K | 0.06% | +32+1.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,847 | $526.5K | 0.04% | −671−19.1% | Reduced |
| Gabelli Funds LLC | 2,799 | $517.6K | 0.00% | +49+1.8% | Added |
| Atria Investments LLC | 2,771 | $512.3K | 0.01% | −265−8.7% | Reduced |
| Oak Thistle LLC | 2,741 | $506.9K | 0.15% | −375−12.0% | Reduced |
| Public Employees Retirement Association of Colorado | 2,719 | $503.0K | 0.00% | −707−20.6% | Reduced |
| Engineers Gate Manager LP | 2,712 | $501.5K | 0.01% | −24,151−89.9% | Reduced |
| Truist Financial Corp | 2,699 | $499.1K | 0.00% | +366+15.7% | Added |
| AdvisorShares Investments LLC | 2,694 | $498.2K | 0.10% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,607 | $491.5K | 0.01% | +568+27.9% | Added |
| Asset Management One Co.,Ltd. | 2,588 | $485.6K | 0.00% | −8,006−75.6% | Reduced |
| HighTower Advisors, LLC | 2,618 | $484.1K | 0.00% | +351+15.5% | Added |
| 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 |
| Harbor Advisors LLC | 2,500 | $462.3K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,460 | $454.9K | 0.01% | −20−0.8% | Reduced |
| National Bank of Canada | 2,458 | $454.5K | 0.00% | −8,921−78.4% | Reduced |
| Ontario Teachers Pension Plan Board | 2,442 | $451.6K | 0.01% | +44+1.8% | Added |
| Tower Research Capital LLC (TRC) | 2,400 | $443.8K | 0.01% | +1,002+71.7% | Added |
| The PNC Financial Services Group, Inc. | 2,390 | $442.0K | 0.00% | +21+0.9% | Added |
| Lazard Asset Management LLC | 2,392 | $441.0K | 0.00% | −20,424−89.5% | Reduced |
| Vestcor Inc | 2,243 | $415.0K | 0.01% | +2,243 | New |
| Securian Asset Management, Inc | 2,218 | $410.2K | 0.01% | −100−4.3% | Reduced |
| Ironwood Investment Counsel, LLC | 2,215 | $409.6K | 0.07% | −150−6.3% | Reduced |
| South Dakota Investment Council | 2,188 | $405.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,152 | $398.0K | 0.00% | +970+82.1% | Added |
| Glenmede Trust Co NA | 2,151 | $397.8K | 0.00% | +2+0.1% | Added |
| United Capital Financial Advisers, LLC | 2,090 | $386.4K | 0.00% | −55−2.6% | Reduced |
| Hancock Whitney Corp | 1,932 | $357.3K | 0.01% | −33−1.7% | Reduced |
| Ritholtz Wealth Management | 1,878 | $347.3K | 0.01% | +504+36.7% | Added |
| Empirical Asset Management, LLC | 190,360 | $347.1K | 0.12% | +188,568+10,522.8% | Added |
| M&T Bank Corp | 1,866 | $345.1K | 0.00% | −22−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 1,843 | $341.0K | 0.01% | −977−34.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,820 | $336.6K | 0.02% | −531−22.6% | Reduced |
| Greenleaf Trust | 1,804 | $333.6K | 0.00% | +11+0.6% | Added |
| Horizon Kinetics Asset Management LLC | 1,774 | $328.0K | 0.00% | +423+31.3% | Added |
| EP Wealth Advisors, LLC | 1,764 | $326.2K | 0.00% | +304+20.8% | Added |
| Callan Capital, LLC | 1,737 | $321.2K | 0.02% | −319−15.5% | Reduced |
| L2 Asset Management, LLC | 1,700 | $314.3K | 0.07% | +35+2.1% | Added |
| HRT Financial LP | 1,664 | $307.0K | 0.00% | −73,194−97.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,646 | $304.4K | 0.02% | −12−0.7% | Reduced |
| Utah Retirement Systems | 1,600 | $295.9K | 0.00% | −100−5.9% | Reduced |
| Investment Partners, Ltd. | 1,585 | $293.1K | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,567 | $289.8K | 0.01% | −258−14.1% | Reduced |
| RSM US Wealth Management LLC | 1,552 | $287.5K | 0.00% | −773−33.2% | Reduced |
| Evergreen Capital Management LLC | 1,516 | $280.3K | 0.01% | +15+1.0% | Added |
| Shell Asset Management Co | 1,505 | $278.0K | 0.01% | −4−0.3% | Reduced |
| Quest Partners LLC | 1,473 | $272.4K | 0.04% | −10,795−88.0% | Reduced |
| ProShare Advisors LLC | 1,415 | $261.7K | 0.00% | +115+8.8% | Added |
| Cadent Capital Advisors, LLC | 1,410 | $260.7K | 0.09% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,410 | $260.7K | 0.17% | +290+25.9% | Added |
| Tolleson Wealth Management, Inc. | 1,393 | $258.0K | 0.05% | −44−3.1% | Reduced |
| Allegheny Financial Group LTD | 1,373 | $253.9K | 0.07% | −1,530−52.7% | Reduced |
| Congress Wealth Management LLC | 1,307 | $241.9K | 0.00% | −2,345−64.2% | Reduced |
| Callan Family Office, LLC | 1,293 | $239.1K | 0.02% | +1,293 | New |
| Quent Capital, LLC | 1,282 | $237.1K | 0.02% | −84−6.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,250 | $231.2K | 0.03% | +10+0.8% | Added |
| KBC Group NV | 1,244 | $230.0K | 0.00% | +264+26.9% | Added |
| Sheets Smith Wealth Management | 1,227 | $226.9K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,212 | $224.1K | 0.02% | +1,212 | New |
| NorthRock Partners, LLC | 1,193 | $220.6K | 0.01% | −2−0.2% | Reduced |
| EMC Capital Management | 1,190 | $220.0K | 0.12% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,189 | $219.9K | 0.00% | +1,189 | New |
| Verition Fund Management LLC | 1,187 | $219.5K | 0.00% | −5,102−81.1% | Reduced |
| Bank of New Hampshire | 1,163 | $215.1K | 0.06% | −15−1.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $212.7K | 0.08% | −203−15.0% | Reduced |
| Squarepoint Ops LLC | 1,148 | $212.3K | 0.00% | −1,998−63.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,143 | $212.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,133 | $211.8K | 0.00% | +344+43.6% | Added |
| Boston Private Wealth LLC | 1,128 | $208.6K | 0.00% | +1,128 | New |
| Shelton Capital Management | 1,125 | $208.0K | 0.01% | −146−11.5% | Reduced |
| Bessemer Group Inc | 1,119 | $207.0K | 0.00% | +38+3.5% | Added |