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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 3,650 | $613.3K | 0.00% | −45−1.2% | Reduced |
| Oak Thistle LLC | 3,629 | $609.8K | 0.12% | +888+32.4% | Added |
| Janney Montgomery Scott LLC | 3,530 | $593.0K | 0.00% | −245−6.5% | Reduced |
| Welch & Forbes LLC | 3,500 | $588.1K | 0.01% | −150−4.1% | Reduced |
| Genus Capital Management Inc. | 3,490 | $586.4K | 0.09% | +3,490 | New |
| Mission Wealth Management, LP | 3,457 | $580.8K | 0.01% | −10.0% | Reduced |
| Xponance, Inc. | 3,420 | $574.7K | 0.01% | −339−9.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,338 | $559.2K | 0.01% | +731+28.0% | Added |
| Prudential Financial Inc | 2,960 | $547.2K | 0.00% | −1,561−34.5% | Reduced |
| Cresset Asset Management, LLC | 3,232 | $543.1K | 0.00% | −690−17.6% | Reduced |
| Forte Capital LLC | 3,215 | $540.2K | 0.06% | +358+12.5% | Added |
| Wilkinson Global Asset Management LLC | 3,200 | $537.7K | 0.03% | −200−5.9% | Reduced |
| Hillsdale Investment Management Inc. | 3,190 | $536.0K | 0.03% | +100+3.2% | Added |
| Schubert & Co | 3,170 | $532.7K | 0.36% | −534−14.4% | Reduced |
| Guinness Asset Management LTD | 3,122 | $524.6K | 0.01% | −204−6.1% | Reduced |
| Quadrant Capital Group LLC | 3,105 | $521.7K | 0.02% | +2,475+392.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,097 | $520.5K | 0.00% | −104−3.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,075 | $516.6K | 0.00% | −35−1.1% | Reduced |
| Ethic Inc. | 2,992 | $506.9K | 0.01% | −887−22.9% | Reduced |
| Dodge & Cox | 3,000 | $504.1K | 0.00% | −3,500−53.8% | Reduced |
| Radnor Capital Management, LLC | 2,970 | $499.0K | 0.08% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 2,943 | $494.5K | 0.15% | +2,943 | New |
| Stifel Financial Corp | 2,828 | $475.2K | 0.00% | −96−3.3% | Reduced |
| AdvisorShares Investments LLC | 2,800 | $474.4K | 0.09% | +106+3.9% | Added |
| Vident Advisory, LLC | 2,767 | $464.9K | 0.01% | −116−4.0% | Reduced |
| National Bank of Canada | 2,767 | $464.7K | 0.00% | +309+12.6% | Added |
| Public Employees Retirement Association of Colorado | 2,719 | $457.0K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 2,669 | $448.5K | 0.00% | −130−4.6% | Reduced |
| EP Wealth Advisors, LLC | 2,616 | $439.6K | 0.00% | +852+48.3% | Added |
| Gamco Investors, Inc. Et Al | 2,614 | $439.2K | 0.00% | +14+0.5% | Added |
| RBF Capital, LLC | 2,600 | $436.9K | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 2,588 | $434.9K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 2,525 | $424.2K | 0.01% | −246−8.9% | Reduced |
| Harbor Advisors LLC | 2,500 | $420.1K | 0.07% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 2,449 | $411.5K | 0.21% | −2,491−50.4% | Reduced |
| Mercer Global Advisors Inc | 2,427 | $407.7K | 0.00% | −1,247−33.9% | Reduced |
| Jefferies Financial Group Inc. | 2,411 | $405.1K | 0.01% | +2,411 | New |
| The PNC Financial Services Group, Inc. | 2,394 | $402.3K | 0.00% | +4+0.2% | Added |
| Coldstream Capital Management Inc | 2,361 | $396.7K | 0.01% | −99−4.0% | Reduced |
| OP Asset Management Ltd | 2,346 | $394.2K | 0.01% | +2,346 | New |
| HighTower Advisors, LLC | 2,290 | $384.8K | 0.00% | −328−12.5% | Reduced |
| Truist Financial Corp | 2,270 | $381.4K | 0.00% | −429−15.9% | Reduced |
| Vestcor Inc | 2,243 | $377.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,218 | $372.7K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,188 | $368.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,160 | $362.9K | 0.00% | −3,308−60.5% | Reduced |
| Glenmede Trust Co NA | 2,128 | $357.6K | 0.00% | −23−1.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,085 | $350.3K | 0.00% | +311+17.5% | Added |
| United Capital Financial Advisers, LLC | 2,037 | $342.2K | 0.00% | −53−2.5% | Reduced |
| Cornerstone Investment Partners, LLC | 2,009 | $337.6K | 0.02% | −1,102−35.4% | Reduced |
| CenterBook Partners LP | 1,973 | $331.5K | 0.02% | −3,696−65.2% | Reduced |
| M&T Bank Corp | 1,956 | $328.7K | 0.00% | +90+4.8% | Added |
| United Services Automobile Association | 1,919 | $320.9K | 0.01% | +1,919 | New |
| Farther Finance Advisors, LLC | 1,859 | $314.9K | 0.01% | +1,649+785.2% | Added |
| Procyon Private Wealth Partners, LLC | 1,851 | $311.0K | 0.02% | +31+1.7% | Added |
| Advisory Services Network, LLC | 1,829 | $307.3K | 0.01% | −2,485−57.6% | Reduced |
| Hancock Whitney Corp | 1,823 | $306.3K | 0.01% | −109−5.6% | Reduced |
| Greenleaf Trust | 1,802 | $302.8K | 0.00% | −2−0.1% | Reduced |
| Bailard, Inc. | 1,800 | $302.5K | 0.01% | +1,800 | New |
| Callan Capital, LLC | 1,758 | $295.4K | 0.02% | +21+1.2% | Added |
| Advisor Group Holdings, Inc. | 1,719 | $288.8K | 0.00% | +687+66.6% | Added |
| SG Americas Securities, LLC | 1,677 | $282.0K | 0.00% | −27,881−94.3% | Reduced |
| Ritholtz Wealth Management | 1,653 | $277.8K | 0.01% | −225−12.0% | 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 |
| Dorsey & Whitney Trust CO LLC | 1,576 | $264.8K | 0.02% | −70−4.3% | Reduced |
| Maryland State Retirement & Pension System | 1,567 | $263.3K | 0.01% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,525 | $256.3K | 0.11% | −60−3.8% | Reduced |
| HSBC Holdings PLC | 1,518 | $255.1K | 0.00% | −2,137−58.5% | Reduced |
| Congress Wealth Management LLC | 1,440 | $242.4K | 0.00% | +133+10.2% | Added |
| Shell Asset Management Co | 1,443 | $242.0K | 0.01% | −62−4.1% | Reduced |
| Evergreen Capital Management LLC | 1,428 | $239.9K | 0.01% | −88−5.8% | Reduced |
| Cadent Capital Advisors, LLC | 1,410 | $236.9K | 0.09% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,410 | $236.9K | 0.15% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,382 | $232.2K | 0.00% | +1,382 | New |
| Ontario Teachers Pension Plan Board | 1,353 | $227.3K | 0.00% | −1,089−44.6% | Reduced |
| Tolleson Wealth Management, Inc. | 1,319 | $221.6K | 0.04% | −74−5.3% | Reduced |
| Bessemer Group Inc | 1,310 | $221.0K | 0.00% | +191+17.1% | Added |
| Allegheny Financial Group LTD | 1,310 | $220.1K | 0.06% | −63−4.6% | Reduced |
| KBC Group NV | 1,269 | $213.0K | 0.00% | +25+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,260 | $211.7K | 0.03% | +10+0.8% | Added |
| ProShare Advisors LLC | 1,247 | $209.5K | 0.00% | −168−11.9% | Reduced |
| Ironwood Investment Counsel, LLC | 1,240 | $208.4K | 0.04% | −975−44.0% | Reduced |
| Sheets Smith Wealth Management | 1,227 | $206.2K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,213 | $203.8K | 0.02% | −69−5.4% | Reduced |
| Gallacher Capital Management LLC | 1,206 | $202.6K | 0.10% | +1,206 | New |
| EMC Capital Management | 1,190 | $200.0K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,170 | $196.6K | 0.00% | +75+6.8% | Added |
| MAI Capital Management | 1,157 | $194.4K | 0.00% | +42+3.8% | Added |
| DekaBank Deutsche Girozentrale | 1,143 | $190.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,104 | $185.5K | 0.05% | −59−5.1% | Reduced |
| Quest Partners LLC | 1,079 | $181.3K | 0.02% | −394−26.7% | Reduced |
| TD Private Client Wealth LLC | 938 | $157.6K | 0.00% | +133+16.5% | Added |
| Tower Research Capital LLC (TRC) | 797 | $133.9K | 0.00% | −1,603−66.8% | Reduced |
| GAMMA Investing LLC | 750 | $126.0K | 0.01% | −138−15.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 737 | $123.9K | 0.00% | +78+11.8% | Added |
| Ci Investments Inc. | 709 | $119.0K | 0.00% | +71+11.1% | Added |
| Signaturefd, LLC | 651 | $109.3K | 0.00% | −82−11.2% | Reduced |
| Quarry LP | 411 | $69.1K | 0.02% | +126+44.2% | Added |
| Lindbrook Capital, LLC | 407 | $68.4K | 0.01% | +261+178.8% | Added |