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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 737 | $123.9K | 0.00% | +78+11.8% | Added |
| GAMMA Investing LLC | 750 | $126.0K | 0.01% | −138−15.5% | Reduced |
| Tower Research Capital LLC (TRC) | 797 | $133.9K | 0.00% | −1,603−66.8% | Reduced |
| TD Private Client Wealth LLC | 938 | $157.6K | 0.00% | +133+16.5% | Added |
| Quest Partners LLC | 1,079 | $181.3K | 0.02% | −394−26.7% | Reduced |
| Bank of New Hampshire | 1,104 | $185.5K | 0.05% | −59−5.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,143 | $190.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,157 | $194.4K | 0.00% | +42+3.8% | Added |
| Parallel Advisors, LLC | 1,170 | $196.6K | 0.00% | +75+6.8% | Added |
| EMC Capital Management | 1,190 | $200.0K | 0.12% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,206 | $202.6K | 0.10% | +1,206 | New |
| Quent Capital, LLC | 1,213 | $203.8K | 0.02% | −69−5.4% | Reduced |
| Sheets Smith Wealth Management | 1,227 | $206.2K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,240 | $208.4K | 0.04% | −975−44.0% | Reduced |
| ProShare Advisors LLC | 1,247 | $209.5K | 0.00% | −168−11.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,260 | $211.7K | 0.03% | +10+0.8% | Added |
| KBC Group NV | 1,269 | $213.0K | 0.00% | +25+2.0% | Added |
| Allegheny Financial Group LTD | 1,310 | $220.1K | 0.06% | −63−4.6% | Reduced |
| Bessemer Group Inc | 1,310 | $221.0K | 0.00% | +191+17.1% | Added |
| Tolleson Wealth Management, Inc. | 1,319 | $221.6K | 0.04% | −74−5.3% | Reduced |
| Ontario Teachers Pension Plan Board | 1,353 | $227.3K | 0.00% | −1,089−44.6% | Reduced |
| Forum Financial Management, LP | 1,382 | $232.2K | 0.00% | +1,382 | New |
| Cetera Trust Company, N.A | 1,410 | $236.9K | 0.15% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,410 | $236.9K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,428 | $239.9K | 0.01% | −88−5.8% | Reduced |
| Shell Asset Management Co | 1,443 | $242.0K | 0.01% | −62−4.1% | Reduced |
| Congress Wealth Management LLC | 1,440 | $242.4K | 0.00% | +133+10.2% | Added |
| HSBC Holdings PLC | 1,518 | $255.1K | 0.00% | −2,137−58.5% | Reduced |
| Investment Partners, Ltd. | 1,525 | $256.3K | 0.11% | −60−3.8% | Reduced |
| Maryland State Retirement & Pension System | 1,567 | $263.3K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,576 | $264.8K | 0.02% | −70−4.3% | Reduced |
| Utah Retirement Systems | 1,600 | $268.8K | 0.00% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,600 | $268.8K | 0.02% | +1,600 | New |
| Ritholtz Wealth Management | 1,653 | $277.8K | 0.01% | −225−12.0% | Reduced |
| SG Americas Securities, LLC | 1,677 | $282.0K | 0.00% | −27,881−94.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,719 | $288.8K | 0.00% | +687+66.6% | Added |
| Callan Capital, LLC | 1,758 | $295.4K | 0.02% | +21+1.2% | Added |
| Bailard, Inc. | 1,800 | $302.5K | 0.01% | +1,800 | New |
| Greenleaf Trust | 1,802 | $302.8K | 0.00% | −2−0.1% | Reduced |
| Hancock Whitney Corp | 1,823 | $306.3K | 0.01% | −109−5.6% | Reduced |
| Advisory Services Network, LLC | 1,829 | $307.3K | 0.01% | −2,485−57.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,851 | $311.0K | 0.02% | +31+1.7% | Added |
| Farther Finance Advisors, LLC | 1,859 | $314.9K | 0.01% | +1,649+785.2% | Added |
| United Services Automobile Association | 1,919 | $320.9K | 0.01% | +1,919 | New |
| M&T Bank Corp | 1,956 | $328.7K | 0.00% | +90+4.8% | Added |
| CenterBook Partners LP | 1,973 | $331.5K | 0.02% | −3,696−65.2% | Reduced |
| Cornerstone Investment Partners, LLC | 2,009 | $337.6K | 0.02% | −1,102−35.4% | Reduced |
| United Capital Financial Advisers, LLC | 2,037 | $342.2K | 0.00% | −53−2.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,085 | $350.3K | 0.00% | +311+17.5% | Added |
| Glenmede Trust Co NA | 2,128 | $357.6K | 0.00% | −23−1.1% | Reduced |
| Pacer Advisors, Inc. | 2,160 | $362.9K | 0.00% | −3,308−60.5% | Reduced |
| South Dakota Investment Council | 2,188 | $368.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,218 | $372.7K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,243 | $377.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 2,270 | $381.4K | 0.00% | −429−15.9% | Reduced |
| HighTower Advisors, LLC | 2,290 | $384.8K | 0.00% | −328−12.5% | Reduced |
| OP Asset Management Ltd | 2,346 | $394.2K | 0.01% | +2,346 | New |
| Coldstream Capital Management Inc | 2,361 | $396.7K | 0.01% | −99−4.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,394 | $402.3K | 0.00% | +4+0.2% | Added |
| Jefferies Financial Group Inc. | 2,411 | $405.1K | 0.01% | +2,411 | New |
| Mercer Global Advisors Inc | 2,427 | $407.7K | 0.00% | −1,247−33.9% | Reduced |
| Custom Index Systems, LLC | 2,449 | $411.5K | 0.21% | −2,491−50.4% | Reduced |
| Harbor Advisors LLC | 2,500 | $420.1K | 0.07% | 00.0% | Unchanged |
| Atria Investments LLC | 2,525 | $424.2K | 0.01% | −246−8.9% | Reduced |
| Asset Management One Co.,Ltd. | 2,588 | $434.9K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 2,600 | $436.9K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,614 | $439.2K | 0.00% | +14+0.5% | Added |
| EP Wealth Advisors, LLC | 2,616 | $439.6K | 0.00% | +852+48.3% | Added |
| Gabelli Funds LLC | 2,669 | $448.5K | 0.00% | −130−4.6% | Reduced |
| Public Employees Retirement Association of Colorado | 2,719 | $457.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,767 | $464.7K | 0.00% | +309+12.6% | Added |
| Vident Advisory, LLC | 2,767 | $464.9K | 0.01% | −116−4.0% | Reduced |
| AdvisorShares Investments LLC | 2,800 | $474.4K | 0.09% | +106+3.9% | Added |
| Stifel Financial Corp | 2,828 | $475.2K | 0.00% | −96−3.3% | Reduced |
| Polymer Capital Management (US) LLC | 2,943 | $494.5K | 0.15% | +2,943 | New |
| Radnor Capital Management, LLC | 2,970 | $499.0K | 0.08% | 00.0% | Unchanged |
| Dodge & Cox | 3,000 | $504.1K | 0.00% | −3,500−53.8% | Reduced |
| Ethic Inc. | 2,992 | $506.9K | 0.01% | −887−22.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,075 | $516.6K | 0.00% | −35−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,097 | $520.5K | 0.00% | −104−3.2% | Reduced |
| Quadrant Capital Group LLC | 3,105 | $521.7K | 0.02% | +2,475+392.9% | Added |
| Guinness Asset Management LTD | 3,122 | $524.6K | 0.01% | −204−6.1% | Reduced |
| Schubert & Co | 3,170 | $532.7K | 0.36% | −534−14.4% | Reduced |
| Hillsdale Investment Management Inc. | 3,190 | $536.0K | 0.03% | +100+3.2% | Added |
| Wilkinson Global Asset Management LLC | 3,200 | $537.7K | 0.03% | −200−5.9% | Reduced |
| Forte Capital LLC | 3,215 | $540.2K | 0.06% | +358+12.5% | Added |
| Cresset Asset Management, LLC | 3,232 | $543.1K | 0.00% | −690−17.6% | Reduced |
| Prudential Financial Inc | 2,960 | $547.2K | 0.00% | −1,561−34.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,338 | $559.2K | 0.01% | +731+28.0% | Added |
| Xponance, Inc. | 3,420 | $574.7K | 0.01% | −339−9.0% | Reduced |
| Mission Wealth Management, LP | 3,457 | $580.8K | 0.01% | −10.0% | Reduced |
| Genus Capital Management Inc. | 3,490 | $586.4K | 0.09% | +3,490 | New |
| Welch & Forbes LLC | 3,500 | $588.1K | 0.01% | −150−4.1% | Reduced |
| Janney Montgomery Scott LLC | 3,530 | $593.0K | 0.00% | −245−6.5% | Reduced |
| Oak Thistle LLC | 3,629 | $609.8K | 0.12% | +888+32.4% | Added |
| Colony Group, LLC | 3,650 | $613.3K | 0.00% | −45−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 3,658 | $614.7K | 0.00% | −210−5.4% | Reduced |
| Mackenzie Financial Corp | 3,873 | $650.8K | 0.00% | −3,961−50.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,911 | $657.2K | 0.18% | −71−1.8% | Reduced |
| US Bancorp | 3,957 | $664.9K | 0.00% | +541+15.8% | Added |