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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 19,631 | $3.30M | 0.00% | −2,745−12.3% | Reduced |
| Nicola Wealth Management Ltd. | 22,000 | $3.70M | 0.36% | +6,000+37.5% | Added |
| Manufacturers Life Insurance Company, The | 23,093 | $3.88M | 0.00% | −900−3.8% | Reduced |
| State Board of Administration of Florida Retirement System | 23,538 | $3.96M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 24,858 | $4.18M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 25,056 | $4.21M | 0.03% | +10,351+70.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 25,365 | $4.26M | 0.01% | +1,143+4.7% | Added |
| Invenomic Capital Management LP | 25,954 | $4.36M | 0.22% | +25,954 | New |
| Great West Life Assurance Co | 26,081 | $4.38M | 0.01% | −1,775−6.4% | Reduced |
| Sterling Capital Management LLC | 26,301 | $4.42M | 0.07% | −220−0.8% | Reduced |
| California State Teachers Retirement System | 27,544 | $4.63M | 0.01% | −311−1.1% | Reduced |
| HRT Financial LP | 27,596 | $4.64M | 0.03% | +25,932+1,558.4% | Added |
| Assetmark, Inc | 28,571 | $4.80M | 0.01% | −146−0.5% | Reduced |
| Voya Investment Management LLC | 28,703 | $4.82M | 0.01% | +9,845+52.2% | Added |
| Public Employees Retirement System of Ohio | 29,579 | $4.97M | 0.02% | −3,886−11.6% | Reduced |
| State of Wisconsin Investment Board | 30,202 | $5.07M | 0.01% | +342+1.1% | Added |
| Corebridge Financial, Inc. | 32,319 | $5.43M | 0.03% | −1,876−5.5% | Reduced |
| Calamos Advisors LLC | 35,430 | $5.95M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 36,603 | $6.15M | 0.00% | −1,207−3.2% | Reduced |
| New York State Teachers Retirement System | 37,098 | $6.23M | 0.01% | −4,100−10.0% | Reduced |
| Alliancebernstein L.P. | 37,936 | $6.37M | 0.00% | −1,596−4.0% | Reduced |
| Storebrand Asset Management AS | 38,578 | $6.48M | 0.02% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 38,944 | $6.54M | 0.04% | −17,588−31.1% | Reduced |
| Nordea Investment Management AB | 42,294 | $7.04M | 0.01% | −724−1.7% | Reduced |
| Treasurer of the State of North Carolina | 42,847 | $7.20M | 0.03% | −2,491−5.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,228 | $7.26M | 0.01% | −670−1.5% | Reduced |
| Voloridge Investment Management, LLC | 43,289 | $7.27M | 0.03% | −9,353−17.8% | Reduced |
| Renaissance Technologies LLC | 47,000 | $7.90M | 0.01% | +1,600+3.5% | Added |
| Legal & General Group Plc | 48,565 | $8.16M | 0.00% | +1,121+2.4% | Added |
| SEI Investments Co | 48,666 | $8.18M | 0.01% | +1,147+2.4% | Added |
| North Reef Capital Management LP | 50,000 | $8.40M | 0.36% | +22,614+82.6% | Added |
| Wells Fargo & Company | 52,505 | $8.82M | 0.00% | −10,115−16.2% | Reduced |
| Franklin Resources Inc | 52,872 | $8.88M | 0.00% | −29,671−35.9% | Reduced |
| D. E. Shaw & Co., Inc. | 53,243 | $8.95M | 0.01% | −16,879−24.1% | Reduced |
| Envestnet Asset Management Inc | 53,727 | $9.03M | 0.00% | +8,361+18.4% | Added |
| Verition Fund Management LLC | 54,591 | $9.17M | 0.05% | +53,404+4,499.1% | Added |
| Deutsche Bank AG | 55,611 | $9.34M | 0.00% | +7,999+16.8% | Added |
| Swiss National Bank | 58,600 | $9.85M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 59,236 | $9.95M | 0.01% | +3,032+5.4% | Added |
| Cambria Investment Management, L.P. | 65,851 | $11.1M | 0.77% | −6,699−9.2% | Reduced |
| California Public Employees Retirement System | 67,069 | $11.3M | 0.01% | −921−1.4% | Reduced |
| Principal Financial Group Inc | 67,381 | $11.3M | 0.01% | −1,902−2.7% | Reduced |
| Wallace Capital Management Inc. | 67,495 | $11.3M | 1.45% | −484−0.7% | Reduced |
| Man Group plc | 68,222 | $11.5M | 0.03% | +1,235+1.8% | Added |
| Algert Global LLC | 69,240 | $11.6M | 0.29% | −35,099−33.6% | Reduced |
| Reinhart Partners, Inc. | 70,243 | $11.8M | 0.43% | −4,591−6.1% | Reduced |
| Los Angeles Capital Management LLC | 74,213 | $12.5M | 0.06% | −4,156−5.3% | Reduced |
| Brandywine Global Investment Management, LLC | 76,293 | $12.8M | 0.09% | +27,165+55.3% | Added |
| Basswood Capital Management, L.L.C. | 79,041 | $13.3M | 0.75% | −45,200−36.4% | Reduced |
| Goodman Financial Corp | 80,806 | $13.6M | 2.93% | +1,301+1.6% | Added |
| Bridgewater Associates, LP | 81,114 | $13.6M | 0.06% | +11,229+16.1% | Added |
| Rhumbline Advisers | 81,856 | $13.8M | 0.01% | −3,677−4.3% | Reduced |
| Barclays PLC | 87,988 | $14.8M | 0.01% | −1,826−2.0% | Reduced |
| Macquarie Group Ltd | 88,070 | $14.8M | 0.02% | −526−0.6% | Reduced |
| Nuveen, LLC | 95,577 | $16.1M | 0.01% | +95,577 | New |
| Retirement Systems of Alabama | 98,094 | $16.5M | 0.06% | −1,143−1.2% | Reduced |
| North Star Asset Management Inc | 102,144 | $17.2M | 0.78% | +223+0.2% | Added |
| Great Lakes Advisors, LLC | 106,270 | $17.9M | 0.16% | −3,717−3.4% | Reduced |
| Goldman Sachs Group Inc | 113,353 | $19.0M | 0.00% | +1,428+1.3% | Added |
| UBS Group AG | 120,659 | $20.3M | 0.00% | −18,908−13.5% | Reduced |
| Raymond James Financial Inc | 125,048 | $21.0M | 0.01% | −30,791−19.8% | Reduced |
| New York State Common Retirement Fund | 125,970 | $21.2M | 0.03% | −66,554−34.6% | Reduced |
| Invesco Ltd. | 134,384 | $22.6M | 0.00% | −133,402−49.8% | Reduced |
| Victory Capital Management Inc | 134,816 | $22.7M | 0.02% | +16,189+13.6% | Added |
| UBS Asset Management Americas Inc | 141,733 | $23.8M | 0.01% | +6,262+4.6% | Added |
| JPMorgan Chase & Co | 146,600 | $24.6M | 0.00% | −17,516−10.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 165,710 | $27.8M | 0.11% | −5,505−3.2% | Reduced |
| Fisher Asset Management, LLC | 168,783 | $28.4M | 0.01% | +12,573+8.0% | Added |
| Bank of America Corp | 196,567 | $33.0M | 0.00% | +10,537+5.7% | Added |
| LGT Capital Partners Ltd. | 197,118 | $33.1M | 1.47% | −76,900−28.1% | Reduced |
| First Trust Advisors LP | 198,634 | $33.4M | 0.03% | −18,937−8.7% | Reduced |
| FMR LLC | 202,591 | $34.0M | 0.00% | −10,809−5.1% | Reduced |
| Price T Rowe Associates Inc | 232,981 | $39.1M | 0.00% | +5,685+2.5% | Added |
| Bank of New York Mellon Corp | 277,149 | $46.6M | 0.01% | −3,810−1.4% | Reduced |
| Bruni J V & Co | 297,598 | $50.0M | 5.81% | −4,247−1.4% | Reduced |
| Allianz Asset Management GmbH | 309,527 | $52.0M | 0.08% | −34,158−9.9% | Reduced |
| Charles Schwab Investment Management Inc | 318,466 | $53.5M | 0.01% | −12,640−3.8% | Reduced |
| Kiltearn Partners LLP | 325,614 | $54.7M | 10.43% | −55,200−14.5% | Reduced |
| Norges Bank | 352,676 | $59.3M | 0.01% | −18,746−5.0% | Reduced |
| Citadel Advisors LLC | 354,831 | $59.6M | 0.06% | +3,802+1.1% | Added |
| Northern Trust Corp | 385,292 | $64.7M | 0.01% | +35,681+10.2% | Added |
| Channing Capital Management, LLC | 444,192 | $74.6M | 2.25% | −70,388−13.7% | Reduced |
| LSV Asset Management | 468,084 | $78.7M | 0.19% | +44,090+10.4% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 479,771 | $80.6M | 4.30% | −222,716−31.7% | Reduced |
| Geode Capital Management, LLC | 542,693 | $91.2M | 0.01% | +21,191+4.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 555,231 | $93.3M | 0.36% | +1,122+0.2% | Added |
| Lyrical Asset Management LP | 606,249 | $101.9M | 1.55% | −11,909−1.9% | Reduced |
| Dimensional Fund Advisors LP | 709,366 | $119.2M | 0.03% | −51,832−6.8% | Reduced |
| State Street Corp | 997,930 | $167.7M | 0.01% | −24,673−2.4% | Reduced |
| Boston Partners | 1,154,791 | $194.0M | 0.23% | −29,339−2.5% | Reduced |
| Millennium Management LLC | 1,265,655 | $212.7M | 0.21% | +960,158+314.3% | Added |
| Ariel Investments, LLC | 1,407,151 | $236.4M | 2.78% | −16,776−1.2% | Reduced |
| Clarkston Capital Partners, LLC | 1,585,324 | $266.4M | 5.26% | +13,135+0.8% | Added |
| Morgan Stanley | 2,294,529 | $385.6M | 0.03% | +14,597+0.6% | Added |
| BlackRock, Inc. | 2,935,775 | $493.3M | 0.01% | −33,646−1.1% | Reduced |
| Vanguard Group Inc | 2,994,549 | $503.2M | 0.01% | −217,297−6.8% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −52,386−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −24,989−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,569−100.0% | Sold out |