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 |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $168 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $168 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $168 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 1 | $168 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $169 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $336 | 0.00% | +1+100.0% | Added |
| Private Wealth Asset Management, LLC | 2 | $336 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $336 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $504 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $505 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $505 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $505 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $508 | 0.00% | +3 | New |
| Logan Capital Management Inc | 4 | $672 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $672 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $1.01K | 0.00% | +11+183.3% | Added |
| Sachetta, LLC | 7 | $1.18K | 0.00% | −3−30.0% | Reduced |
| ORG Partners LLC | 7 | $1.19K | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $1.34K | 0.00% | −1−11.1% | Reduced |
| SJS Investment Consulting Inc. | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $1.51K | 0.00% | +6+200.0% | Added |
| First Command Advisory Services, Inc. | 9 | $1.51K | 0.00% | +9 | New |
| South State Corp. | 9 | $1.51K | 0.00% | +9 | New |
| Oakworth Capital, Inc. | 13 | $2.18K | 0.00% | +13 | New |
| HM Payson & Co | 14 | $2.35K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $2.52K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $2.69K | 0.00% | −8−33.3% | Reduced |
| Elequin Capital LP | 17 | $2.86K | 0.00% | −44−72.1% | Reduced |
| Mather Group, LLC. | 17 | $2.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $2.86K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 19 | $3.19K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $3.36K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.70K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $3.87K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 23 | $3.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $3.87K | 0.00% | +9+64.3% | Added |
| CX Institutional | 22 | $4.00K | 0.00% | +22 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $4.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $4.20K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $4.54K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 29 | $4.87K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 30 | $5.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $5.54K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 34 | $5.71K | 0.00% | +34 | New |
| Hemington Wealth Management | 40 | $6.00K | 0.00% | +9+29.0% | Added |
| Principal Securities, Inc. | 33 | $6.10K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 39 | $6.55K | 0.00% | +17+77.3% | Added |
| First Pacific Financial | 39 | $6.55K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 43 | $7.23K | 0.00% | −36−45.6% | Reduced |
| Golden State Wealth Management, LLC | 47 | $7.90K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $8.40K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $8.91K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 55 | $9.24K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 56 | $9.41K | 0.00% | +44+366.7% | Added |
| Frazier Financial Advisors, LLC | 61 | $10.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 72 | $10.3K | 0.00% | −37−33.9% | Reduced |
| Bell Investment Advisors, Inc | 68 | $11.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $12.3K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 75 | $12.6K | 0.00% | +75 | New |
| Rise Advisors, LLC | 75 | $12.6K | 0.01% | −18−19.4% | Reduced |
| Allworth Financial LP | 90 | $14.7K | 0.00% | −82−47.7% | Reduced |
| Parkside Financial Bank & Trust | 95 | $16.0K | 0.00% | +53+126.2% | Added |
| Altshuler Shaham Ltd | 103 | $17.3K | 0.00% | −36−25.9% | Reduced |
| Matrix Trust Co | 109 | $18.0K | 0.00% | +109 | New |
| IFP Advisors, Inc | 114 | $19.2K | 0.00% | +19+20.0% | Added |
| Smartleaf Asset Management LLC | 121 | $20.2K | 0.00% | −4−3.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 127 | $21.3K | 0.00% | +48+60.8% | Added |
| SRS Capital Advisors, Inc. | 131 | $22.0K | 0.00% | +123+1,537.5% | Added |
| EverSource Wealth Advisors, LLC | 148 | $24.9K | 0.00% | +37+33.3% | Added |
| Jones Financial Companies LLLP | 159 | $26.6K | 0.00% | +19+13.6% | Added |
| Goodman Advisory Group, LLC | 161 | $27.1K | 0.01% | +161 | New |
| WealthCollab, LLC | 163 | $27.4K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 168 | $28.2K | 0.02% | +102+154.5% | Added |
| Steward Partners Investment Advisory, LLC | 174 | $29.2K | 0.00% | −229−56.8% | Reduced |
| Versant Capital Management, Inc | 181 | $30.4K | 0.01% | +75+70.8% | Added |
| First Horizon Advisors, Inc. | 194 | $32.6K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 216 | $36.0K | 0.00% | +216 | New |
| Huntington National Bank | 236 | $39.7K | 0.00% | −16−6.3% | Reduced |
| Covestor Ltd | 242 | $41.0K | 0.03% | −161−40.0% | Reduced |
| Bryn Mawr Trust Co | 256 | $43.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 298 | $50.1K | 0.00% | +43+16.9% | Added |
| Private Trust Co NA | 301 | $50.6K | 0.01% | +83+38.1% | Added |
| Boston Private Wealth LLC | 305 | $51.2K | 0.00% | −823−73.0% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $53.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $54.6K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $55.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 335 | $56.3K | 0.00% | +335 | New |
| Rossby Financial, LCC | 347 | $56.4K | 0.02% | +347 | New |
| Fifth Third Bancorp | 362 | $60.8K | 0.00% | +50+16.0% | Added |
| Skopos Labs, Inc. | 377 | $63.3K | 0.01% | +102+37.1% | Added |
| Smithfield Trust Co | 410 | $68.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 407 | $68.4K | 0.01% | +261+178.8% | Added |
| Quarry LP | 411 | $69.1K | 0.02% | +126+44.2% | Added |
| Signaturefd, LLC | 651 | $109.3K | 0.00% | −82−11.2% | Reduced |
| Ci Investments Inc. | 709 | $119.0K | 0.00% | +71+11.1% | Added |