Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesMGRMGRBMGRDMGRE

Q1 2025 vs. Q4 2024

How the institutions holding Affiliated Managers Group, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of AMG: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders4083396−9
Shares28.3M103.3K27.7M−553.7K (−2.0%)
Value$5.21B$19.1M$4.65B−$537.1M (−10.4%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Affiliated Managers Group, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to AMG in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC95,577$16.1M0.01%
Invenomic Capital Management LP25,954$4.36M0.22%
Moran Wealth Management, LLC16,632$2.79M0.09%
Kestra Advisory Services, LLC16,232$2.73M0.01%
Caisse de Depot Et Placement du Quebec13,900$2.34M0.00%
Quantbot Technologies LP12,918$2.17M0.07%
Jane Street Group, LLC11,586$1.95M0.00%
Balyasny Asset Management LLC7,960$1.34M0.00%
Genus Capital Management Inc.3,490$586.4K0.09%
Polymer Capital Management (US) LLC2,943$494.5K0.15%
Jefferies Financial Group Inc.2,411$405.1K0.01%
OP Asset Management Ltd2,346$394.2K0.01%
United Services Automobile Association1,919$320.9K0.01%
Bailard, Inc.1,800$302.5K0.01%
Highland Capital Management, LLC1,600$268.8K0.02%
Forum Financial Management, LP1,382$232.2K0.00%
Gallacher Capital Management LLC1,206$202.6K0.10%
Rossby Financial, LCC347$56.4K0.02%
Cullen/Frost Bankers, Inc.335$56.3K0.00%
BI Asset Management Fondsmaeglerselskab A/S216$36.0K0.00%
Goodman Advisory Group, LLC161$27.1K0.01%
Matrix Trust Co109$18.0K0.00%
N.E.W. Advisory Services LLC75$12.6K0.00%
Optiver Holding B.V.34$5.71K0.00%
North Capital, Inc.29$4.87K0.00%
CX Institutional22$4.00K0.00%
Oakworth Capital, Inc.13$2.18K0.00%
South State Corp.9$1.51K0.00%
First Command Advisory Services, Inc.9$1.51K0.00%
ORG Partners LLC7$1.19K0.00%
Hantz Financial Services, Inc.6$1.00K0.00%
Hughes Financial Services, LLC3$5080.00%
True Wealth Design, LLC3$5050.00%
Private Wealth Asset Management, LLC2$3360.00%
Activest Wealth Management2$3360.00%
HFM Investment Advisors, LLC1$1690.00%
AdvisorNet Financial, Inc1$1680.00%
Bay Harbor Wealth Management, LLC1$1680.00%
Hexagon Capital Partners LLC1$1680.00%

Sold out (48)

Institutions that held Affiliated Managers Group, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of AMG in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Assenagon Asset Management S.A.52,386$9.69M
Callodine Capital Management, LP50,000$9.25M
Schroder Investment Management Group24,989$4.63M
Two Sigma Investments, LP21,569$3.99M
Prana Capital Management, LP20,458$3.78M
Marshall Wace, LLP19,630$3.63M
Cinctive Capital Management LP17,328$3.20M
Pinebridge Investments, L.P.12,857$2.38M
ExodusPoint Capital Management, LP12,616$2.33M
First Hawaiian Bank9,079$1.68M
Nomura Holdings Inc6,911$1.28M
Holocene Advisors, LP6,616$1.22M
Invst, LLC5,306$981.1K
Kathmere Capital Management, LLC3,535$653.7K
Cornercap Investment Counsel Inc3,229$597.1K
Y-Intercept (Hong Kong) Ltd2,847$526.5K
Engineers Gate Manager LP2,712$501.5K
AE Wealth Management LLC2,152$398.0K
Empirical Asset Management, LLC190,360$347.1K
Crossmark Global Holdings, Inc.1,843$341.0K
RSM US Wealth Management LLC1,552$287.5K
Callan Family Office, LLC1,293$239.1K
NorthRock Partners, LLC1,193$220.6K
QRG Capital Management, Inc.1,189$219.9K
Atlanta Consulting Group Advisors, LLC1,150$212.7K
Squarepoint Ops LLC1,148$212.3K
Allspring Global Investments Holdings, LLC1,133$211.8K
Shelton Capital Management1,125$208.0K
Lingohr & Partner Asset Management GmbH1,100$204.0K
Kapitalo Investimentos Ltda475$87.8K
Walleye Trading LLC449$83.0K
New Age Alpha Advisors, LLC379$70.1K
State of Wyoming303$56.0K
Venturi Wealth Management, LLC265$49.0K
Eagle Bay Advisors LLC41$7.58K
LGT Financial Advisors LLC18$3.33K
Westend Capital Management, LLC16$2.96K
Lee Danner & Bass Inc11$2.03K
Motco11$2.03K
Headlands Technologies LLC11$2.03K
Larson Financial Group LLC7$1.29K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$1.11K
HHM Wealth Advisors, LLC5$925
Raleigh Capital Management Inc.5$925
Clearstead Advisors, LLC3$555
Winch Advisory Services, LLC2$370
REAP Financial Group, LLC1$92
Wood Tarver Financial Group, LLC1$0

Not filed for Q1 2025 yet (3)

Institutions that held Affiliated Managers Group, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMG in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC102,054$18.9M
Vise Technologies, Inc.1,212$224.1K
Global Retirement Partners, LLC18$3.33K