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 |
|---|---|---|---|---|---|
| MAI Capital Management | 1,115 | $206.2K | 0.00% | −27−2.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,100 | $204.0K | 0.42% | +1,100 | New |
| Parallel Advisors, LLC | 1,095 | $202.5K | 0.00% | +32+3.0% | Added |
| Advisor Group Holdings, Inc. | 1,032 | $190.9K | 0.00% | −243−19.1% | Reduced |
| GAMMA Investing LLC | 888 | $164.2K | 0.01% | +94+11.8% | Added |
| TD Private Client Wealth LLC | 805 | $148.9K | 0.00% | −21−2.5% | Reduced |
| Signaturefd, LLC | 733 | $135.5K | 0.00% | −182−19.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 659 | $121.9K | 0.00% | +13+2.0% | Added |
| Bayforest Capital Ltd | 643 | $118.9K | 0.15% | +643 | New |
| Ci Investments Inc. | 638 | $118.0K | 0.00% | +270+73.4% | Added |
| Quadrant Capital Group LLC | 630 | $116.5K | 0.01% | −21−3.2% | Reduced |
| Kapitalo Investimentos Ltda | 475 | $87.8K | 0.06% | −1,079−69.4% | Reduced |
| Walleye Trading LLC | 449 | $83.0K | 0.00% | +135+43.0% | Added |
| Smithfield Trust Co | 410 | $76.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 403 | $75.0K | 0.05% | −68−14.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 403 | $74.5K | 0.00% | −28−6.5% | Reduced |
| New Age Alpha Advisors, LLC | 379 | $70.1K | 0.00% | +379 | New |
| Truvestments Capital LLC | 330 | $61.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $60.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $59.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 312 | $57.7K | 0.00% | −24−7.1% | Reduced |
| State of Wyoming | 303 | $56.0K | 0.01% | −247−44.9% | Reduced |
| Quarry LP | 285 | $52.7K | 0.01% | −87−23.4% | Reduced |
| Skopos Labs, Inc. | 275 | $50.9K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 265 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 256 | $47.3K | 0.00% | −1−0.4% | Reduced |
| Umb Bank N A | 255 | $47.2K | 0.00% | +69+37.1% | Added |
| Huntington National Bank | 252 | $46.6K | 0.00% | −55−17.9% | Reduced |
| Private Trust Co NA | 218 | $40.3K | 0.00% | +124+131.9% | Added |
| Farther Finance Advisors, LLC | 210 | $38.8K | 0.00% | −78−27.1% | Reduced |
| Danske Bank A/S | 200 | $37.0K | 0.00% | −20,732−99.0% | Reduced |
| First Horizon Advisors, Inc. | 194 | $35.9K | 0.00% | −17−8.1% | Reduced |
| Allworth Financial LP | 172 | $32.1K | 0.00% | +10+6.2% | Added |
| WealthCollab, LLC | 163 | $30.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 146 | $27.0K | 0.00% | +15+11.5% | Added |
| Jones Financial Companies LLLP | 140 | $25.9K | 0.00% | +62+79.5% | Added |
| Altshuler Shaham Ltd | 139 | $25.7K | 0.00% | −9−6.1% | Reduced |
| Smartleaf Asset Management LLC | 125 | $23.2K | 0.00% | −64−33.9% | Reduced |
| EverSource Wealth Advisors, LLC | 111 | $20.5K | 0.00% | +13+13.3% | Added |
| CIBC Private Wealth Group, LLC | 109 | $19.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 106 | $19.6K | 0.00% | +59+125.5% | Added |
| IFP Advisors, Inc | 95 | $17.6K | 0.00% | +22+30.1% | Added |
| Rise Advisors, LLC | 93 | $17.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 79 | $14.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 79 | $14.6K | 0.00% | −1−1.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 73 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 68 | $12.6K | 0.00% | −13−16.0% | Reduced |
| Millstone Evans Group, LLC | 66 | $12.2K | 0.01% | +66 | New |
| Frazier Financial Advisors, LLC | 61 | $11.3K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 61 | $11.3K | 0.00% | +61 | New |
| 1620 Investment Advisors, Inc. | 55 | $10.2K | 0.01% | +25+83.3% | Added |
| Delta Asset Management LLC | 53 | $9.80K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $9.25K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 47 | $8.69K | 0.00% | +47 | New |
| Parkside Financial Bank & Trust | 42 | $7.77K | 0.00% | −3−6.7% | Reduced |
| Eagle Bay Advisors LLC | 41 | $7.58K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 39 | $7.21K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 33 | $6.10K | 0.00% | −4−10.8% | Reduced |
| Massmutual Trust Co FSB | 33 | $6.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $5.55K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 31 | $5.00K | 0.00% | +10+47.6% | Added |
| Key Financial Inc | 27 | $4.99K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $4.71K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $4.62K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $4.44K | 0.00% | +24 | New |
| Asset Dedication, LLC | 23 | $4.25K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 23 | $4.25K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $4.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22 | $4.07K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $3.70K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 19 | $3.51K | 0.00% | +19 | New |
| Global Retirement Partners, LLC | 18 | $3.33K | 0.00% | −75−80.6% | Reduced |
| LGT Financial Advisors LLC | 18 | $3.33K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $3.14K | 0.00% | −4−19.0% | Reduced |
| Private Wealth Management Group, LLC | 17 | $3.14K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 16 | $2.96K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $2.77K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 14 | $2.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $2.59K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12 | $2.22K | 0.00% | 00.0% | Unchanged |
| Motco | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 11 | $2.03K | 0.00% | +11 | New |
| Headlands Technologies LLC | 11 | $2.03K | 0.00% | +11 | New |
| Sachetta, LLC | 10 | $1.85K | 0.00% | +3+42.9% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $1.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.48K | 0.00% | −3−27.3% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $1.48K | 0.00% | +4+100.0% | Added |
| Tortoise Investment Management, LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $1.29K | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.11K | 0.00% | −52−89.7% | Reduced |
| Whipplewood Advisors, LLC | 6 | $1.11K | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.11K | 0.00% | −4−40.0% | Reduced |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $925 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $925 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 4 | $740 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4 | $740 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 3 | $555 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $555 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $555 | 0.00% | 00.0% | Unchanged |