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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 18,078 | $3.04M | 0.04% | −1,361−7.0% | Reduced |
| Amplius Wealth Advisors, LLC | 17,195 | $2.89M | 0.30% | −40.0% | Reduced |
| Alaska Permanent Fund Corp | 17,371 | $2.88M | 0.04% | 00.0% | Unchanged |
| Seascape Capital Management | 16,740 | $2.81M | 0.98% | +549+3.4% | Added |
| Moran Wealth Management, LLC | 16,632 | $2.79M | 0.09% | +16,632 | New |
| MetLife Investment Management | 16,256 | $2.73M | 0.01% | −766−4.5% | Reduced |
| Kestra Advisory Services, LLC | 16,232 | $2.73M | 0.01% | +16,232 | New |
| CWC Advisors, LLC. | 16,023 | $2.69M | 1.53% | +5,190+47.9% | Added |
| Pathstone Holdings, LLC | 15,173 | $2.55M | 0.01% | +755+5.2% | Added |
| Mutual of America Capital Management LLC | 15,059 | $2.53M | 0.03% | −906−5.7% | Reduced |
| Long Road Investment Counsel, LLC | 15,021 | $2.52M | 0.98% | +536+3.7% | Added |
| XTX Topco Ltd | 14,695 | $2.47M | 0.13% | +9,626+189.9% | Added |
| Carnegie Capital Asset Management, LLC | 16,738 | $2.44M | 0.06% | −74−0.4% | Reduced |
| Thrivent Financial for Lutherans | 14,405 | $2.42M | 0.01% | +7,293+102.5% | Added |
| Caisse de Depot Et Placement du Quebec | 13,900 | $2.34M | 0.00% | +13,900 | New |
| Amalgamated Bank | 13,394 | $2.25M | 0.02% | −969−6.7% | Reduced |
| Quantbot Technologies LP | 12,918 | $2.17M | 0.07% | +12,918 | New |
| State of Tennessee, Treasury Department | 12,853 | $2.16M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 12,840 | $2.16M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 12,805 | $2.15M | 0.01% | +804+6.7% | Added |
| Janus Henderson Group PLC | 12,795 | $2.14M | 0.00% | −1,000−7.2% | Reduced |
| Henshaw Capital LLC | 12,715 | $2.14M | 0.09% | −4,279−25.2% | Reduced |
| Natixis Advisors, L.P. | 12,487 | $2.10M | 0.00% | −1,388−10.0% | Reduced |
| Susquehanna International Group, LLP | 12,291 | $2.07M | 0.00% | +2,044+19.9% | Added |
| Blair William & Co | 12,249 | $2.06M | 0.01% | −200−1.6% | Reduced |
| Citigroup Inc | 11,987 | $2.01M | 0.00% | −11,022−47.9% | Reduced |
| Captrust Financial Advisors | 11,942 | $2.01M | 0.01% | −1,852−13.4% | Reduced |
| Comerica Bank | 11,900 | $2.00M | 0.01% | −655−5.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $1.97M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 11,662 | $1.96M | 0.01% | +198+1.7% | Added |
| Jane Street Group, LLC | 11,586 | $1.95M | 0.00% | +11,586 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,550 | $1.94M | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 11,231 | $1.89M | 0.03% | −616−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,062 | $1.86M | 0.02% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 10,948 | $1.84M | 0.39% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 10,789 | $1.84M | 0.18% | −68,619−86.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,919 | $1.83M | 0.02% | +161+1.5% | Added |
| Yousif Capital Management, LLC | 10,832 | $1.82M | 0.02% | −586−5.1% | Reduced |
| Intech Investment Management LLC | 10,737 | $1.80M | 0.02% | +48+0.4% | Added |
| Danske Bank A/S | 10,335 | $1.74M | 0.01% | +10,135+5,067.5% | Added |
| Ensign Peak Advisors, Inc | 9,922 | $1.67M | 0.00% | +440+4.6% | Added |
| KLP Kapitalforvaltning AS | 9,300 | $1.56M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,201 | $1.55M | 0.01% | −6,618−41.8% | Reduced |
| CI Private Wealth, LLC | 9,176 | $1.54M | 0.00% | −3,323−26.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,146 | $1.54M | 0.00% | −985−9.7% | Reduced |
| Arizona State Retirement System | 8,669 | $1.46M | 0.01% | +22+0.3% | Added |
| Wedge Capital Management L L P | 8,534 | $1.43M | 0.03% | +1,207+16.5% | Added |
| Martingale Asset Management L P | 8,465 | $1.42M | 0.04% | −9,219−52.1% | Reduced |
| American Century Companies Inc | 8,448 | $1.42M | 0.00% | −42,554−83.4% | Reduced |
| Alberta Investment Management Corp | 8,400 | $1.41M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 8,236 | $1.38M | 0.03% | −39−0.5% | Reduced |
| Louisiana State Employees Retirement System | 8,200 | $1.38M | 0.03% | −200−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 8,124 | $1.37M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,000 | $1.34M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,974 | $1.34M | 0.00% | −43,539−84.5% | Reduced |
| Balyasny Asset Management LLC | 7,960 | $1.34M | 0.00% | +7,960 | New |
| Susquehanna Fundamental Investments, LLC | 7,825 | $1.31M | 0.02% | −12,102−60.7% | Reduced |
| Redwood Investment Management, LLC | 7,775 | $1.31M | 0.14% | +69+0.9% | Added |
| Neuberger Berman Group LLC | 7,658 | $1.29M | 0.00% | −1,535−16.7% | Reduced |
| Commerce Bank | 7,541 | $1.27M | 0.01% | −292−3.7% | Reduced |
| Lazard Asset Management LLC | 7,415 | $1.25M | 0.00% | +5,023+210.0% | Added |
| Kestra Investment Management, LLC | 7,326 | $1.23M | 0.04% | +2,670+57.3% | Added |
| Wellington Management Group LLP | 7,243 | $1.22M | 0.00% | −416−5.4% | Reduced |
| State of Michigan Retirement System | 7,019 | $1.18M | 0.01% | −100−1.4% | Reduced |
| Two Sigma Advisers, LP | 7,000 | $1.18M | 0.00% | −1,900−21.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,994 | $1.18M | 0.01% | +319+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,913 | $1.16M | 0.00% | −477−6.5% | Reduced |
| SkyView Investment Advisors, LLC | 6,771 | $1.14M | 0.17% | +401+6.3% | Added |
| Carrera Capital Advisors | 6,756 | $1.14M | 0.25% | +809+13.6% | Added |
| CWM, LLC | 6,723 | $1.13M | 0.00% | −454−6.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,504 | $1.09M | 0.02% | −213−3.2% | Reduced |
| New Mexico Educational Retirement Board | 6,500 | $1.09M | 0.04% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,400 | $1.08M | 0.09% | −65−1.0% | Reduced |
| Creative Planning | 6,072 | $1.02M | 0.00% | −288−4.5% | Reduced |
| Oregon Public Employees Retirement Fund | 5,947 | $999.3K | 0.02% | −200−3.3% | Reduced |
| Regions Financial Corp | 5,946 | $999.1K | 0.01% | −790−11.7% | Reduced |
| Citadel Investment Advisory, Inc. | 5,939 | $998.0K | 0.49% | +50+0.8% | Added |
| Edgestream Partners, L.P. | 5,920 | $994.7K | 0.03% | +410+7.4% | Added |
| Ameritas Investment Partners, Inc. | 5,756 | $967.2K | 0.03% | −361−5.9% | Reduced |
| Cerity Partners LLC | 5,645 | $948.6K | 0.00% | −3,662−39.3% | Reduced |
| Resources Investment Advisors, LLC. | 5,508 | $925.5K | 0.01% | +506+10.1% | Added |
| Cetera Investment Advisers | 5,481 | $921.0K | 0.00% | +2,583+89.1% | Added |
| O'Shaughnessy Asset Management, LLC | 5,434 | $913.1K | 0.01% | +344+6.8% | Added |
| Kennondale Capital Management LLC | 4,892 | $822.0K | 0.90% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,816 | $809.2K | 0.00% | −42−0.9% | Reduced |
| Pictet Asset Management Holding SA | 4,771 | $801.4K | 0.00% | +154+3.3% | Added |
| Bayforest Capital Ltd | 4,710 | $791.4K | 0.34% | +4,067+632.5% | Added |
| LPL Financial LLC | 4,665 | $783.9K | 0.00% | +163+3.6% | Added |
| Ronald Blue Trust, Inc. | 4,623 | $776.8K | 0.01% | +175+3.9% | Added |
| Quadrature Capital Ltd | 4,463 | $749.7K | 0.02% | −13,988−75.8% | Reduced |
| Mariner, LLC | 4,351 | $731.0K | 0.00% | −273−5.9% | Reduced |
| Brown Brothers Harriman & Co | 4,300 | $722.5K | 0.01% | −350−7.5% | Reduced |
| Axq Capital, LP | 4,196 | $705.1K | 0.28% | −507−10.8% | Reduced |
| L2 Asset Management, LLC | 4,070 | $683.7K | 0.14% | +2,370+139.4% | Added |
| Kendall Capital Management | 4,000 | $672.1K | 0.20% | −10−0.2% | Reduced |
| Foundry Partners, LLC | 3,957 | $664.9K | 0.04% | +47+1.2% | Added |
| US Bancorp | 3,957 | $664.9K | 0.00% | +541+15.8% | Added |
| Legacy Wealth Asset Management, LLC | 3,911 | $657.2K | 0.18% | −71−1.8% | Reduced |
| Mackenzie Financial Corp | 3,873 | $650.8K | 0.00% | −3,961−50.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,658 | $614.7K | 0.00% | −210−5.4% | Reduced |