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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ1 2025: 396 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ1 2025: $4.65B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Smithfield Trust Co410$68.0K0.00%00.0%Unchanged
Skopos Labs, Inc.377$63.3K0.01%+102+37.1%Added
Fifth Third Bancorp362$60.8K0.00%+50+16.0%Added
Rossby Financial, LCC347$56.4K0.02%+347New
Cullen/Frost Bankers, Inc.335$56.3K0.00%+335New
Truvestments Capital LLC330$55.5K0.01%00.0%Unchanged
Whittier Trust Co325$54.6K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd320$53.8K0.00%00.0%Unchanged
Boston Private Wealth LLC305$51.2K0.00%−823−73.0%Reduced
Private Trust Co NA301$50.6K0.01%+83+38.1%Added
Umb Bank N A298$50.1K0.00%+43+16.9%Added
Bryn Mawr Trust Co256$43.0K0.00%00.0%Unchanged
Covestor Ltd242$41.0K0.03%−161−40.0%Reduced
Huntington National Bank236$39.7K0.00%−16−6.3%Reduced
BI Asset Management Fondsmaeglerselskab A/S216$36.0K0.00%+216New
First Horizon Advisors, Inc.194$32.6K0.00%00.0%Unchanged
Versant Capital Management, Inc181$30.4K0.01%+75+70.8%Added
Steward Partners Investment Advisory, LLC174$29.2K0.00%−229−56.8%Reduced
Millstone Evans Group, LLC168$28.2K0.02%+102+154.5%Added
WealthCollab, LLC163$27.4K0.02%00.0%Unchanged
Goodman Advisory Group, LLC161$27.1K0.01%+161New
Jones Financial Companies LLLP159$26.6K0.00%+19+13.6%Added
EverSource Wealth Advisors, LLC148$24.9K0.00%+37+33.3%Added
SRS Capital Advisors, Inc.131$22.0K0.00%+123+1,537.5%Added
Thurston, Springer, Miller, Herd & Titak, Inc.127$21.3K0.00%+48+60.8%Added
Smartleaf Asset Management LLC121$20.2K0.00%−4−3.2%Reduced
IFP Advisors, Inc114$19.2K0.00%+19+20.0%Added
Matrix Trust Co109$18.0K0.00%+109New
Altshuler Shaham Ltd103$17.3K0.00%−36−25.9%Reduced
Parkside Financial Bank & Trust95$16.0K0.00%+53+126.2%Added
Allworth Financial LP90$14.7K0.00%−82−47.7%Reduced
Rise Advisors, LLC75$12.6K0.01%−18−19.4%Reduced
N.E.W. Advisory Services LLC75$12.6K0.00%+75New
Plante Moran Financial Advisors, LLC73$12.3K0.00%00.0%Unchanged
Bell Investment Advisors, Inc68$11.4K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC72$10.3K0.00%−37−33.9%Reduced
Frazier Financial Advisors, LLC61$10.3K0.01%00.0%Unchanged
Continuum Advisory, LLC56$9.41K0.00%+44+366.7%Added
1620 Investment Advisors, Inc.55$9.24K0.01%00.0%Unchanged
Delta Asset Management LLC53$8.91K0.00%00.0%Unchanged
Promethos Capital, LLC50$8.40K0.00%00.0%Unchanged
Golden State Wealth Management, LLC47$7.90K0.00%00.0%Unchanged
Addison Advisors LLC43$7.23K0.00%−36−45.6%Reduced
First Pacific Financial39$6.55K0.00%00.0%Unchanged
Geneos Wealth Management Inc.39$6.55K0.00%+17+77.3%Added
Principal Securities, Inc.33$6.10K0.00%00.0%Unchanged
Hemington Wealth Management40$6.00K0.00%+9+29.0%Added
Optiver Holding B.V.34$5.71K0.00%+34New
Massmutual Trust Co FSB33$5.54K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC30$5.04K0.00%00.0%Unchanged
North Capital, Inc.29$4.87K0.00%+29New
Key Financial Inc27$4.54K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.25$4.20K0.00%00.0%Unchanged
CVA Family Office, LLC25$4.20K0.00%00.0%Unchanged
CX Institutional22$4.00K0.00%+22New
Asset Dedication, LLC23$3.87K0.00%00.0%Unchanged
FSA Wealth Management LLC23$3.87K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc23$3.87K0.00%+9+64.3%Added
Moisand Fitzgerald Tamayo, LLC22$3.70K0.00%00.0%Unchanged
Creative Financial Designs Inc20$3.36K0.00%00.0%Unchanged
Grove Bank & Trust19$3.19K0.00%00.0%Unchanged
Elequin Capital LP17$2.86K0.00%−44−72.1%Reduced
Mather Group, LLC.17$2.86K0.00%00.0%Unchanged
Private Wealth Management Group, LLC17$2.86K0.00%00.0%Unchanged
WPG Advisers, LLC16$2.69K0.00%−8−33.3%Reduced
GWM Advisors LLC15$2.52K0.00%00.0%Unchanged
HM Payson & Co14$2.35K0.00%00.0%Unchanged
Oakworth Capital, Inc.13$2.18K0.00%+13New
South State Corp.9$1.51K0.00%+9New
Global Financial Private Client, LLC9$1.51K0.00%+6+200.0%Added
First Command Advisory Services, Inc.9$1.51K0.00%+9New
DiNuzzo Private Wealth, Inc.8$1.34K0.00%−1−11.1%Reduced
SJS Investment Consulting Inc.8$1.34K0.00%00.0%Unchanged
Tortoise Investment Management, LLC8$1.34K0.00%00.0%Unchanged
ORG Partners LLC7$1.19K0.00%+7New
Sachetta, LLC7$1.18K0.00%−3−30.0%Reduced
Kayne Anderson Rudnick Investment Management LLC6$1.01K0.00%00.0%Unchanged
Whipplewood Advisors, LLC17$1.01K0.00%+11+183.3%Added
Avion Wealth7$1.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.6$1.00K0.00%+6New
Logan Capital Management Inc4$6720.00%00.0%Unchanged
Bogart Wealth, LLC4$6720.00%00.0%Unchanged
Hughes Financial Services, LLC3$5080.00%+3New
Central Trust Co3$5050.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$5050.00%00.0%Unchanged
True Wealth Design, LLC3$5050.00%+3New
Financial Management Professionals, Inc.3$5040.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC2$3370.00%00.0%Unchanged
Rothschild Investment LLC2$3360.00%+1+100.0%Added
Private Wealth Asset Management, LLC2$3360.00%+2New
Activest Wealth Management2$3360.00%+2New
HFM Investment Advisors, LLC1$1690.00%+1New
Parkworth Wealth Management, Inc.1$1680.00%00.0%Unchanged
AdvisorNet Financial, Inc1$1680.00%+1New
Bay Harbor Wealth Management, LLC1$1680.00%+1New
Hexagon Capital Partners LLC1$1680.00%+1New
Assenagon Asset Management S.A.0$00.00%−52,386−100.0%Sold out
Callodine Capital Management, LP0$00.00%−50,000−100.0%Sold out
Schroder Investment Management Group0$00.00%−24,989−100.0%Sold out
Two Sigma Investments, LP0$00.00%−21,569−100.0%Sold out