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, Q1 2025
Institutional positions in Affiliated Managers Group, Inc. as of Mar 31, 2025. 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
- 396
- −9 vs. Q4 2024
- Shares held
- 27.7M
- −553.7K (−2.0%) vs. Q4 2024
- Total value
- $4.65B
- −$537.1M (−10.4%) vs. Q4 2024
- New holders
- 39
- 114 more added
- Sold out
- 48
- 169 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,994,549 | $503.2M | 0.01% | −217,297−6.8% | Reduced |
| BlackRock, Inc. | 2,935,775 | $493.3M | 0.01% | −33,646−1.1% | Reduced |
| Morgan Stanley | 2,294,529 | $385.6M | 0.03% | +14,597+0.6% | Added |
| Clarkston Capital Partners, LLC | 1,585,324 | $266.4M | 5.26% | +13,135+0.8% | Added |
| Ariel Investments, LLC | 1,407,151 | $236.4M | 2.78% | −16,776−1.2% | Reduced |
| Millennium Management LLC | 1,265,655 | $212.7M | 0.21% | +960,158+314.3% | Added |
| Boston Partners | 1,154,791 | $194.0M | 0.23% | −29,339−2.5% | Reduced |
| State Street Corp | 997,930 | $167.7M | 0.01% | −24,673−2.4% | Reduced |
| Dimensional Fund Advisors LP | 709,366 | $119.2M | 0.03% | −51,832−6.8% | Reduced |
| Lyrical Asset Management LP | 606,249 | $101.9M | 1.55% | −11,909−1.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 555,231 | $93.3M | 0.36% | +1,122+0.2% | Added |
| Geode Capital Management, LLC | 542,693 | $91.2M | 0.01% | +21,191+4.1% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 479,771 | $80.6M | 4.30% | −222,716−31.7% | Reduced |
| LSV Asset Management | 468,084 | $78.7M | 0.19% | +44,090+10.4% | Added |
| Channing Capital Management, LLC | 444,192 | $74.6M | 2.25% | −70,388−13.7% | Reduced |
| Northern Trust Corp | 385,292 | $64.7M | 0.01% | +35,681+10.2% | Added |
| Citadel Advisors LLC | 354,831 | $59.6M | 0.06% | +3,802+1.1% | Added |
| Norges Bank | 352,676 | $59.3M | 0.01% | −18,746−5.0% | Reduced |
| Kiltearn Partners LLP | 325,614 | $54.7M | 10.43% | −55,200−14.5% | Reduced |
| Charles Schwab Investment Management Inc | 318,466 | $53.5M | 0.01% | −12,640−3.8% | Reduced |
| Allianz Asset Management GmbH | 309,527 | $52.0M | 0.08% | −34,158−9.9% | Reduced |
| Bruni J V & Co | 297,598 | $50.0M | 5.81% | −4,247−1.4% | Reduced |
| Bank of New York Mellon Corp | 277,149 | $46.6M | 0.01% | −3,810−1.4% | Reduced |
| Price T Rowe Associates Inc | 232,981 | $39.1M | 0.00% | +5,685+2.5% | Added |
| FMR LLC | 202,591 | $34.0M | 0.00% | −10,809−5.1% | Reduced |
| First Trust Advisors LP | 198,634 | $33.4M | 0.03% | −18,937−8.7% | Reduced |
| LGT Capital Partners Ltd. | 197,118 | $33.1M | 1.47% | −76,900−28.1% | Reduced |
| Bank of America Corp | 196,567 | $33.0M | 0.00% | +10,537+5.7% | Added |
| Fisher Asset Management, LLC | 168,783 | $28.4M | 0.01% | +12,573+8.0% | Added |
| Jacobs Levy Equity Management, Inc | 165,710 | $27.8M | 0.11% | −5,505−3.2% | Reduced |
| JPMorgan Chase & Co | 146,600 | $24.6M | 0.00% | −17,516−10.7% | Reduced |
| UBS Asset Management Americas Inc | 141,733 | $23.8M | 0.01% | +6,262+4.6% | Added |
| Victory Capital Management Inc | 134,816 | $22.7M | 0.02% | +16,189+13.6% | Added |
| Invesco Ltd. | 134,384 | $22.6M | 0.00% | −133,402−49.8% | Reduced |
| New York State Common Retirement Fund | 125,970 | $21.2M | 0.03% | −66,554−34.6% | Reduced |
| Raymond James Financial Inc | 125,048 | $21.0M | 0.01% | −30,791−19.8% | Reduced |
| UBS Group AG | 120,659 | $20.3M | 0.00% | −18,908−13.5% | Reduced |
| Goldman Sachs Group Inc | 113,353 | $19.0M | 0.00% | +1,428+1.3% | Added |
| Great Lakes Advisors, LLC | 106,270 | $17.9M | 0.16% | −3,717−3.4% | Reduced |
| North Star Asset Management Inc | 102,144 | $17.2M | 0.78% | +223+0.2% | Added |
| Retirement Systems of Alabama | 98,094 | $16.5M | 0.06% | −1,143−1.2% | Reduced |
| Nuveen, LLC | 95,577 | $16.1M | 0.01% | +95,577 | New |
| Macquarie Group Ltd | 88,070 | $14.8M | 0.02% | −526−0.6% | Reduced |
| Barclays PLC | 87,988 | $14.8M | 0.01% | −1,826−2.0% | Reduced |
| Rhumbline Advisers | 81,856 | $13.8M | 0.01% | −3,677−4.3% | Reduced |
| Bridgewater Associates, LP | 81,114 | $13.6M | 0.06% | +11,229+16.1% | Added |
| Goodman Financial Corp | 80,806 | $13.6M | 2.93% | +1,301+1.6% | Added |
| Basswood Capital Management, L.L.C. | 79,041 | $13.3M | 0.75% | −45,200−36.4% | Reduced |
| Brandywine Global Investment Management, LLC | 76,293 | $12.8M | 0.09% | +27,165+55.3% | Added |
| Los Angeles Capital Management LLC | 74,213 | $12.5M | 0.06% | −4,156−5.3% | Reduced |
| Reinhart Partners, Inc. | 70,243 | $11.8M | 0.43% | −4,591−6.1% | Reduced |
| Algert Global LLC | 69,240 | $11.6M | 0.29% | −35,099−33.6% | Reduced |
| Man Group plc | 68,222 | $11.5M | 0.03% | +1,235+1.8% | Added |
| Wallace Capital Management Inc. | 67,495 | $11.3M | 1.45% | −484−0.7% | Reduced |
| Principal Financial Group Inc | 67,381 | $11.3M | 0.01% | −1,902−2.7% | Reduced |
| California Public Employees Retirement System | 67,069 | $11.3M | 0.01% | −921−1.4% | Reduced |
| Cambria Investment Management, L.P. | 65,851 | $11.1M | 0.77% | −6,699−9.2% | Reduced |
| Russell Investments Group, Ltd. | 59,236 | $9.95M | 0.01% | +3,032+5.4% | Added |
| Swiss National Bank | 58,600 | $9.85M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 55,611 | $9.34M | 0.00% | +7,999+16.8% | Added |
| Verition Fund Management LLC | 54,591 | $9.17M | 0.05% | +53,404+4,499.1% | Added |
| Envestnet Asset Management Inc | 53,727 | $9.03M | 0.00% | +8,361+18.4% | Added |
| D. E. Shaw & Co., Inc. | 53,243 | $8.95M | 0.01% | −16,879−24.1% | Reduced |
| Franklin Resources Inc | 52,872 | $8.88M | 0.00% | −29,671−35.9% | Reduced |
| Wells Fargo & Company | 52,505 | $8.82M | 0.00% | −10,115−16.2% | Reduced |
| North Reef Capital Management LP | 50,000 | $8.40M | 0.36% | +22,614+82.6% | Added |
| SEI Investments Co | 48,666 | $8.18M | 0.01% | +1,147+2.4% | Added |
| Legal & General Group Plc | 48,565 | $8.16M | 0.00% | +1,121+2.4% | Added |
| Renaissance Technologies LLC | 47,000 | $7.90M | 0.01% | +1,600+3.5% | Added |
| Voloridge Investment Management, LLC | 43,289 | $7.27M | 0.03% | −9,353−17.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,228 | $7.26M | 0.01% | −670−1.5% | Reduced |
| Treasurer of the State of North Carolina | 42,847 | $7.20M | 0.03% | −2,491−5.5% | Reduced |
| Nordea Investment Management AB | 42,294 | $7.04M | 0.01% | −724−1.7% | Reduced |
| Polar Capital Holdings Plc | 38,944 | $6.54M | 0.04% | −17,588−31.1% | Reduced |
| Storebrand Asset Management AS | 38,578 | $6.48M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 37,936 | $6.37M | 0.00% | −1,596−4.0% | Reduced |
| New York State Teachers Retirement System | 37,098 | $6.23M | 0.01% | −4,100−10.0% | Reduced |
| Ameriprise Financial Inc | 36,603 | $6.15M | 0.00% | −1,207−3.2% | Reduced |
| Calamos Advisors LLC | 35,430 | $5.95M | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 32,319 | $5.43M | 0.03% | −1,876−5.5% | Reduced |
| State of Wisconsin Investment Board | 30,202 | $5.07M | 0.01% | +342+1.1% | Added |
| Public Employees Retirement System of Ohio | 29,579 | $4.97M | 0.02% | −3,886−11.6% | Reduced |
| Voya Investment Management LLC | 28,703 | $4.82M | 0.01% | +9,845+52.2% | Added |
| Assetmark, Inc | 28,571 | $4.80M | 0.01% | −146−0.5% | Reduced |
| HRT Financial LP | 27,596 | $4.64M | 0.03% | +25,932+1,558.4% | Added |
| California State Teachers Retirement System | 27,544 | $4.63M | 0.01% | −311−1.1% | Reduced |
| Sterling Capital Management LLC | 26,301 | $4.42M | 0.07% | −220−0.8% | Reduced |
| Great West Life Assurance Co | 26,081 | $4.38M | 0.01% | −1,775−6.4% | Reduced |
| Invenomic Capital Management LP | 25,954 | $4.36M | 0.22% | +25,954 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 25,365 | $4.26M | 0.01% | +1,143+4.7% | Added |
| Quantinno Capital Management LP | 25,056 | $4.21M | 0.03% | +10,351+70.4% | Added |
| Arrowstreet Capital, Limited Partnership | 24,858 | $4.18M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,538 | $3.96M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 23,093 | $3.88M | 0.00% | −900−3.8% | Reduced |
| Nicola Wealth Management Ltd. | 22,000 | $3.70M | 0.36% | +6,000+37.5% | Added |
| Royal Bank of Canada | 19,631 | $3.30M | 0.00% | −2,745−12.3% | Reduced |
| Amundi | 20,542 | $3.25M | 0.00% | +218+1.1% | Added |
| State of Alaska, Department of Revenue | 18,435 | $3.10M | 0.04% | −20−0.1% | Reduced |
| Poehling Capital Management, LLC | 18,404 | $3.09M | 0.78% | −57−0.3% | Reduced |
| Bank of Montreal | 18,350 | $3.08M | 0.00% | +519+2.9% | Added |