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, Q2 2025
Institutional positions in Affiliated Managers Group, Inc. as of Jun 30, 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
- 432
- +40 vs. Q1 2025
- Shares held
- 26.9M
- −826.0K (−3.0%) vs. Q1 2025
- Total value
- $5.28B
- +$633.3M (+13.6%) vs. Q1 2025
- New holders
- 84
- 110 more added
- Sold out
- 44
- 177 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,822,700 | $555.4M | 0.01% | −113,075−3.9% | Reduced |
| Vanguard Group Inc | 2,812,114 | $553.3M | 0.01% | −182,435−6.1% | Reduced |
| Morgan Stanley | 2,017,494 | $397.0M | 0.03% | −277,035−12.1% | Reduced |
| Millennium Management LLC | 1,569,326 | $308.8M | 0.28% | +303,671+24.0% | Added |
| Clarkston Capital Partners, LLC | 1,435,354 | $282.4M | 6.00% | −149,970−9.5% | Reduced |
| Ariel Investments, LLC | 1,355,075 | $266.6M | 3.02% | −52,076−3.7% | Reduced |
| Boston Partners | 1,133,127 | $223.0M | 0.25% | −21,664−1.9% | Reduced |
| State Street Corp | 980,889 | $193.0M | 0.01% | −17,041−1.7% | Reduced |
| Dimensional Fund Advisors LP | 676,225 | $133.1M | 0.03% | −33,141−4.7% | Reduced |
| Citadel Advisors LLC | 639,788 | $125.9M | 0.11% | +284,957+80.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 570,857 | $112.3M | 0.41% | +15,626+2.8% | Added |
| Lyrical Asset Management LP | 539,040 | $106.1M | 1.53% | −67,209−11.1% | Reduced |
| Geode Capital Management, LLC | 504,358 | $99.3M | 0.01% | −38,335−7.1% | Reduced |
| LSV Asset Management | 476,224 | $93.7M | 0.22% | +8,140+1.7% | Added |
| Channing Capital Management, LLC | 430,464 | $84.7M | 2.36% | −13,728−3.1% | Reduced |
| Norges Bank | 364,786 | $71.8M | 0.01% | +12,110+3.4% | Added |
| Allianz Asset Management GmbH | 342,942 | $67.5M | 0.09% | +33,415+10.8% | Added |
| Northern Trust Corp | 335,151 | $65.9M | 0.01% | −50,141−13.0% | Reduced |
| Balyasny Asset Management LLC | 311,383 | $61.3M | 0.14% | +303,423+3,811.8% | Added |
| Charles Schwab Investment Management Inc | 311,367 | $61.3M | 0.01% | −7,099−2.2% | Reduced |
| Kiltearn Partners LLP | 300,114 | $59.1M | 11.87% | −25,500−7.8% | Reduced |
| Bruni J V & Co | 293,735 | $57.8M | 6.08% | −3,863−1.3% | Reduced |
| Bank of New York Mellon Corp | 255,779 | $50.3M | 0.01% | −21,370−7.7% | Reduced |
| First Trust Advisors LP | 234,679 | $46.2M | 0.04% | +36,045+18.1% | Added |
| Price T Rowe Associates Inc | 234,080 | $46.1M | 0.01% | +1,099+0.5% | Added |
| FMR LLC | 185,985 | $36.6M | 0.00% | −16,606−8.2% | Reduced |
| Bank of America Corp | 184,640 | $36.3M | 0.00% | −11,927−6.1% | Reduced |
| UBS Group AG | 177,441 | $34.9M | 0.01% | +56,782+47.1% | Added |
| Fisher Asset Management, LLC | 168,374 | $33.1M | 0.01% | −409−0.2% | Reduced |
| UBS Asset Management Americas Inc | 160,277 | $31.5M | 0.01% | +18,544+13.1% | Added |
| JPMorgan Chase & Co | 138,865 | $27.3M | 0.00% | −7,735−5.3% | Reduced |
| New York State Common Retirement Fund | 126,415 | $24.9M | 0.03% | +445+0.4% | Added |
| Goldman Sachs Group Inc | 121,104 | $23.8M | 0.00% | +7,751+6.8% | Added |
| Raymond James Financial Inc | 117,747 | $23.2M | 0.01% | −7,301−5.8% | Reduced |
| Bridgewater Associates, LP | 110,248 | $21.7M | 0.09% | +29,134+35.9% | Added |
| Victory Capital Management Inc | 107,345 | $21.1M | 0.01% | −27,471−20.4% | Reduced |
| North Star Asset Management Inc | 102,081 | $20.1M | 0.85% | −63−0.1% | Reduced |
| Holocene Advisors, LP | 100,953 | $19.9M | 0.05% | +100,953 | New |
| Jacobs Levy Equity Management, Inc | 100,422 | $19.8M | 0.08% | −65,288−39.4% | Reduced |
| Retirement Systems of Alabama | 97,232 | $19.1M | 0.07% | −862−0.9% | Reduced |
| Treasurer of the State of North Carolina | 96,177 | $18.9M | 0.06% | +53,330+124.5% | Added |
| Barclays PLC | 94,843 | $18.7M | 0.01% | +6,855+7.8% | Added |
| Macquarie Group Ltd | 89,470 | $17.6M | 0.02% | +1,400+1.6% | Added |
| Invesco Ltd. | 82,261 | $16.2M | 0.00% | −52,123−38.8% | Reduced |
| Goodman Financial Corp | 82,256 | $16.2M | 3.25% | +1,450+1.8% | Added |
| Rhumbline Advisers | 78,601 | $15.5M | 0.01% | −3,255−4.0% | Reduced |
| Brandywine Global Investment Management, LLC | 75,336 | $14.8M | 0.10% | −957−1.3% | Reduced |
| Man Group plc | 74,077 | $14.6M | 0.03% | +5,855+8.6% | Added |
| Los Angeles Capital Management LLC | 72,965 | $14.4M | 0.05% | −1,248−1.7% | Reduced |
| Nuveen, LLC | 68,586 | $13.5M | 0.00% | −26,991−28.2% | Reduced |
| California Public Employees Retirement System | 67,234 | $13.2M | 0.01% | +165+0.2% | Added |
| Wallace Capital Management Inc. | 67,085 | $13.2M | 1.80% | −410−0.6% | Reduced |
| Principal Financial Group Inc | 64,442 | $12.7M | 0.01% | −2,939−4.4% | Reduced |
| Reinhart Partners, Inc. | 64,410 | $12.7M | 0.43% | −5,833−8.3% | Reduced |
| LGT Capital Partners Ltd. | 61,815 | $12.2M | 0.54% | −135,303−68.6% | Reduced |
| SEI Investments Co | 60,672 | $11.9M | 0.01% | +12,006+24.7% | Added |
| Envestnet Asset Management Inc | 58,721 | $11.6M | 0.00% | +4,994+9.3% | Added |
| Russell Investments Group, Ltd. | 57,648 | $11.3M | 0.01% | −1,588−2.7% | Reduced |
| Cambria Investment Management, L.P. | 57,232 | $11.3M | 0.76% | −8,619−13.1% | Reduced |
| Algert Global LLC | 57,220 | $11.3M | 0.24% | −12,020−17.4% | Reduced |
| Swiss National Bank | 55,000 | $10.8M | 0.01% | −3,600−6.1% | Reduced |
| Wells Fargo & Company | 51,394 | $10.1M | 0.00% | −1,111−2.1% | Reduced |
| Ameriprise Financial Inc | 51,001 | $10.0M | 0.00% | +14,398+39.3% | Added |
| Deutsche Bank AG | 50,932 | $10.0M | 0.00% | −4,679−8.4% | Reduced |
| Quantinno Capital Management LP | 50,561 | $9.95M | 0.04% | +25,505+101.8% | Added |
| Legal & General Group Plc | 48,220 | $9.49M | 0.00% | −345−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 47,072 | $9.26M | 0.01% | −6,171−11.6% | Reduced |
| Jane Street Group, LLC | 44,922 | $8.84M | 0.01% | +33,336+287.7% | Added |
| Renaissance Technologies LLC | 44,400 | $8.74M | 0.01% | −2,600−5.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,243 | $8.51M | 0.02% | +150.0% | Added |
| Nordea Investment Management AB | 42,172 | $8.21M | 0.01% | −122−0.3% | Reduced |
| Alliancebernstein L.P. | 40,853 | $8.04M | 0.00% | +2,917+7.7% | Added |
| Polar Capital Holdings Plc | 39,473 | $7.77M | 0.04% | +529+1.4% | Added |
| Storebrand Asset Management AS | 38,578 | $7.59M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 36,813 | $7.24M | 0.02% | −285−0.8% | Reduced |
| Franklin Resources Inc | 35,877 | $7.06M | 0.00% | −16,995−32.1% | Reduced |
| Calamos Advisors LLC | 35,430 | $6.97M | 0.03% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 29,800 | $5.86M | 0.01% | +29,800 | New |
| Assetmark, Inc | 29,345 | $5.77M | 0.01% | +774+2.7% | Added |
| Public Employees Retirement System of Ohio | 28,509 | $5.61M | 0.02% | −1,070−3.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,250 | $5.55M | 0.25% | +16,700+144.6% | Added |
| California State Teachers Retirement System | 27,452 | $5.40M | 0.01% | −92−0.3% | Reduced |
| Voya Investment Management LLC | 26,734 | $5.26M | 0.01% | −1,969−6.9% | Reduced |
| Sterling Capital Management LLC | 26,504 | $5.22M | 0.07% | +203+0.8% | Added |
| Zacks Investment Management | 26,211 | $5.16M | 0.04% | +26,211 | New |
| Moran Wealth Management, LLC | 25,650 | $5.05M | 0.16% | +9,018+54.2% | Added |
| Arrowstreet Capital, Limited Partnership | 24,858 | $4.89M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 24,818 | $4.88M | 0.01% | −1,263−4.8% | Reduced |
| State Board of Administration of Florida Retirement System | 23,408 | $4.61M | 0.01% | −130−0.6% | Reduced |
| Interval Partners, LP | 22,616 | $4.45M | 0.10% | +22,616 | New |
| Invenomic Capital Management LP | 22,398 | $4.41M | 0.25% | −3,556−13.7% | Reduced |
| Nicola Wealth Management Ltd. | 22,000 | $4.33M | 0.41% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,235 | $4.18M | 0.00% | −1,858−8.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 20,183 | $3.97M | 0.09% | +20,183 | New |
| Amplius Wealth Advisors, LLC | 19,596 | $3.86M | 0.36% | +2,401+14.0% | Added |
| Robeco Institutional Asset Management B.V. | 19,476 | $3.83M | 0.01% | +19,476 | New |
| Freestone Grove Partners LP | 18,940 | $3.73M | 0.03% | +18,940 | New |
| Royal Bank of Canada | 18,699 | $3.68M | 0.00% | −932−4.7% | Reduced |
| Voloridge Investment Management, LLC | 18,482 | $3.64M | 0.01% | −24,807−57.3% | Reduced |
| Illinois Municipal Retirement Fund | 18,434 | $3.63M | 0.05% | +5,594+43.6% | Added |