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 |
|---|---|---|---|---|---|
| Foundry Partners, LLC | 3,957 | $664.9K | 0.04% | +47+1.2% | Added |
| Kendall Capital Management | 4,000 | $672.1K | 0.20% | −10−0.2% | Reduced |
| L2 Asset Management, LLC | 4,070 | $683.7K | 0.14% | +2,370+139.4% | Added |
| Axq Capital, LP | 4,196 | $705.1K | 0.28% | −507−10.8% | Reduced |
| Brown Brothers Harriman & Co | 4,300 | $722.5K | 0.01% | −350−7.5% | Reduced |
| Mariner, LLC | 4,351 | $731.0K | 0.00% | −273−5.9% | Reduced |
| Quadrature Capital Ltd | 4,463 | $749.7K | 0.02% | −13,988−75.8% | Reduced |
| Ronald Blue Trust, Inc. | 4,623 | $776.8K | 0.01% | +175+3.9% | Added |
| LPL Financial LLC | 4,665 | $783.9K | 0.00% | +163+3.6% | Added |
| Bayforest Capital Ltd | 4,710 | $791.4K | 0.34% | +4,067+632.5% | Added |
| Pictet Asset Management Holding SA | 4,771 | $801.4K | 0.00% | +154+3.3% | Added |
| Federated Hermes, Inc. | 4,816 | $809.2K | 0.00% | −42−0.9% | Reduced |
| Kennondale Capital Management LLC | 4,892 | $822.0K | 0.90% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,434 | $913.1K | 0.01% | +344+6.8% | Added |
| Cetera Investment Advisers | 5,481 | $921.0K | 0.00% | +2,583+89.1% | Added |
| Resources Investment Advisors, LLC. | 5,508 | $925.5K | 0.01% | +506+10.1% | Added |
| Cerity Partners LLC | 5,645 | $948.6K | 0.00% | −3,662−39.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,756 | $967.2K | 0.03% | −361−5.9% | Reduced |
| Edgestream Partners, L.P. | 5,920 | $994.7K | 0.03% | +410+7.4% | Added |
| Citadel Investment Advisory, Inc. | 5,939 | $998.0K | 0.49% | +50+0.8% | Added |
| Regions Financial Corp | 5,946 | $999.1K | 0.01% | −790−11.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,947 | $999.3K | 0.02% | −200−3.3% | Reduced |
| Creative Planning | 6,072 | $1.02M | 0.00% | −288−4.5% | Reduced |
| Sepio Capital, LP | 6,400 | $1.08M | 0.09% | −65−1.0% | Reduced |
| New Mexico Educational Retirement Board | 6,500 | $1.09M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,504 | $1.09M | 0.02% | −213−3.2% | Reduced |
| CWM, LLC | 6,723 | $1.13M | 0.00% | −454−6.3% | Reduced |
| Carrera Capital Advisors | 6,756 | $1.14M | 0.25% | +809+13.6% | Added |
| SkyView Investment Advisors, LLC | 6,771 | $1.14M | 0.17% | +401+6.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,913 | $1.16M | 0.00% | −477−6.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,994 | $1.18M | 0.01% | +319+4.8% | Added |
| Two Sigma Advisers, LP | 7,000 | $1.18M | 0.00% | −1,900−21.3% | Reduced |
| State of Michigan Retirement System | 7,019 | $1.18M | 0.01% | −100−1.4% | Reduced |
| Wellington Management Group LLP | 7,243 | $1.22M | 0.00% | −416−5.4% | Reduced |
| Kestra Investment Management, LLC | 7,326 | $1.23M | 0.04% | +2,670+57.3% | Added |
| Lazard Asset Management LLC | 7,415 | $1.25M | 0.00% | +5,023+210.0% | Added |
| Commerce Bank | 7,541 | $1.27M | 0.01% | −292−3.7% | Reduced |
| Neuberger Berman Group LLC | 7,658 | $1.29M | 0.00% | −1,535−16.7% | Reduced |
| Redwood Investment Management, LLC | 7,775 | $1.31M | 0.14% | +69+0.9% | Added |
| Susquehanna Fundamental Investments, LLC | 7,825 | $1.31M | 0.02% | −12,102−60.7% | Reduced |
| Balyasny Asset Management LLC | 7,960 | $1.34M | 0.00% | +7,960 | New |
| Qube Research & Technologies Ltd | 7,974 | $1.34M | 0.00% | −43,539−84.5% | Reduced |
| Handelsbanken Fonder AB | 8,000 | $1.34M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 8,124 | $1.37M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 8,200 | $1.38M | 0.03% | −200−2.4% | Reduced |
| Diversified Trust Co | 8,236 | $1.38M | 0.03% | −39−0.5% | Reduced |
| Alberta Investment Management Corp | 8,400 | $1.41M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 8,448 | $1.42M | 0.00% | −42,554−83.4% | Reduced |
| Martingale Asset Management L P | 8,465 | $1.42M | 0.04% | −9,219−52.1% | Reduced |
| Wedge Capital Management L L P | 8,534 | $1.43M | 0.03% | +1,207+16.5% | Added |
| Arizona State Retirement System | 8,669 | $1.46M | 0.01% | +22+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 9,146 | $1.54M | 0.00% | −985−9.7% | Reduced |
| CI Private Wealth, LLC | 9,176 | $1.54M | 0.00% | −3,323−26.6% | Reduced |
| Teacher Retirement System of Texas | 9,201 | $1.55M | 0.01% | −6,618−41.8% | Reduced |
| KLP Kapitalforvaltning AS | 9,300 | $1.56M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,922 | $1.67M | 0.00% | +440+4.6% | Added |
| Danske Bank A/S | 10,335 | $1.74M | 0.01% | +10,135+5,067.5% | Added |
| Intech Investment Management LLC | 10,737 | $1.80M | 0.02% | +48+0.4% | Added |
| Yousif Capital Management, LLC | 10,832 | $1.82M | 0.02% | −586−5.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,919 | $1.83M | 0.02% | +161+1.5% | Added |
| Penn Capital Management Co Inc | 10,789 | $1.84M | 0.18% | −68,619−86.4% | Reduced |
| Moody Aldrich Partners LLC | 10,948 | $1.84M | 0.39% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,062 | $1.86M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 11,231 | $1.89M | 0.03% | −616−5.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,550 | $1.94M | 0.11% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,586 | $1.95M | 0.00% | +11,586 | New |
| State of New Jersey Common Pension Fund D | 11,662 | $1.96M | 0.01% | +198+1.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $1.97M | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 11,900 | $2.00M | 0.01% | −655−5.2% | Reduced |
| Captrust Financial Advisors | 11,942 | $2.01M | 0.01% | −1,852−13.4% | Reduced |
| Citigroup Inc | 11,987 | $2.01M | 0.00% | −11,022−47.9% | Reduced |
| Blair William & Co | 12,249 | $2.06M | 0.01% | −200−1.6% | Reduced |
| Susquehanna International Group, LLP | 12,291 | $2.07M | 0.00% | +2,044+19.9% | Added |
| Natixis Advisors, L.P. | 12,487 | $2.10M | 0.00% | −1,388−10.0% | Reduced |
| Henshaw Capital LLC | 12,715 | $2.14M | 0.09% | −4,279−25.2% | Reduced |
| Janus Henderson Group PLC | 12,795 | $2.14M | 0.00% | −1,000−7.2% | Reduced |
| STRS Ohio | 12,805 | $2.15M | 0.01% | +804+6.7% | Added |
| Illinois Municipal Retirement Fund | 12,840 | $2.16M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 12,853 | $2.16M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 12,918 | $2.17M | 0.07% | +12,918 | New |
| Amalgamated Bank | 13,394 | $2.25M | 0.02% | −969−6.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 13,900 | $2.34M | 0.00% | +13,900 | New |
| Thrivent Financial for Lutherans | 14,405 | $2.42M | 0.01% | +7,293+102.5% | Added |
| Carnegie Capital Asset Management, LLC | 16,738 | $2.44M | 0.06% | −74−0.4% | Reduced |
| XTX Topco Ltd | 14,695 | $2.47M | 0.13% | +9,626+189.9% | Added |
| Long Road Investment Counsel, LLC | 15,021 | $2.52M | 0.98% | +536+3.7% | Added |
| Mutual of America Capital Management LLC | 15,059 | $2.53M | 0.03% | −906−5.7% | Reduced |
| Pathstone Holdings, LLC | 15,173 | $2.55M | 0.01% | +755+5.2% | Added |
| CWC Advisors, LLC. | 16,023 | $2.69M | 1.53% | +5,190+47.9% | Added |
| Kestra Advisory Services, LLC | 16,232 | $2.73M | 0.01% | +16,232 | New |
| MetLife Investment Management | 16,256 | $2.73M | 0.01% | −766−4.5% | Reduced |
| Moran Wealth Management, LLC | 16,632 | $2.79M | 0.09% | +16,632 | New |
| Seascape Capital Management | 16,740 | $2.81M | 0.98% | +549+3.4% | Added |
| Alaska Permanent Fund Corp | 17,371 | $2.88M | 0.04% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 17,195 | $2.89M | 0.30% | −40.0% | Reduced |
| Oppenheimer Asset Management Inc. | 18,078 | $3.04M | 0.04% | −1,361−7.0% | Reduced |
| Bank of Montreal | 18,350 | $3.08M | 0.00% | +519+2.9% | Added |
| Poehling Capital Management, LLC | 18,404 | $3.09M | 0.78% | −57−0.3% | Reduced |
| State of Alaska, Department of Revenue | 18,435 | $3.10M | 0.04% | −20−0.1% | Reduced |
| Amundi | 20,542 | $3.25M | 0.00% | +218+1.1% | Added |