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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, 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.

Institutional holdersQ2 2025: 432 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 heldQ2 2025: $5.28B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q1 2025.

Institutions holding AMG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1$00.00%+1New
Parkworth Wealth Management, Inc.1$1970.00%00.0%Unchanged
TFC Financial Management1$1970.00%+1New
Stephens Consulting, LLC1$1970.00%+1New
Rothschild Investment LLC2$3940.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$3940.00%00.0%Unchanged
WPG Advisers, LLC3$5900.00%−13−81.3%Reduced
Financial Management Professionals, Inc.3$5900.00%00.0%Unchanged
HFM Investment Advisors, LLC3$5900.00%+2+200.0%Added
AdvisorNet Financial, Inc3$5900.00%+2+200.0%Added
Bay Harbor Wealth Management, LLC3$5900.00%+2+200.0%Added
Principia Wealth Advisory, LLC3$5900.00%+3New
Central Trust Co3$5910.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$5910.00%00.0%Unchanged
UMA Financial Services, Inc.3$5910.00%+3New
Logan Capital Management Inc4$7870.00%00.0%Unchanged
Bogart Wealth, LLC4$7870.00%00.0%Unchanged
CoreCap Advisors, LLC4$7870.00%+4New
SJS Investment Consulting Inc.5$9840.00%−3−37.5%Reduced
Cromwell Holdings LLC5$9840.00%+5New
Beaird Harris Wealth Management, LLC5$9840.00%+5New
Lazard Asset Management LLC8$1.00K0.00%−7,407−99.9%Reduced
Avion Wealth7$1.00K0.00%00.0%Unchanged
South State Corp.6$1.18K0.00%−3−33.3%Reduced
Whipplewood Advisors, LLC6$1.18K0.00%−11−64.7%Reduced
Ameritas Advisory Services, LLC6$1.18K0.00%+6New
Trifecta Capital Advisors, LLC6$1.18K0.00%+6New
Rialto Wealth Management, LLC6$1.18K0.00%+6New
DiNuzzo Private Wealth, Inc.8$1.57K0.00%00.0%Unchanged
Kilter Group LLC8$1.57K0.00%+8New
True Wealth Design, LLC10$1.97K0.00%+7+233.3%Added
Fortitude Family Office, LLC10$1.97K0.00%+10New
Tortoise Investment Management, LLC11$2.16K0.00%+3+37.5%Added
Oakworth Capital, Inc.13$2.56K0.00%00.0%Unchanged
HM Payson & Co14$2.75K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC13$2.86K0.00%+13New
Addison Advisors LLC15$2.95K0.00%−28−65.1%Reduced
GWM Advisors LLC15$2.95K0.00%00.0%Unchanged
Global Retirement Partners, LLC16$3.15K0.00%+16New
Private Wealth Management Group, LLC17$3.35K0.00%00.0%Unchanged
Grove Bank & Trust19$3.74K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC19$3.81K0.00%+13+216.7%Added
Creative Financial Designs Inc20$3.94K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC22$4.33K0.00%00.0%Unchanged
Smartleaf Asset Management LLC22$4.35K0.00%−99−81.8%Reduced
FSA Wealth Management LLC23$4.53K0.00%00.0%Unchanged
CVA Family Office, LLC25$4.92K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc25$4.92K0.00%+2+8.7%Added
Decker Retirement Planning Inc.25$4.92K0.00%+25New
Capital A Wealth Management, LLC33$5.00K0.06%+33New
Optiver Holding B.V.27$5.31K0.00%−7−20.6%Reduced
Key Financial Inc27$5.31K0.00%00.0%Unchanged
Clearstead Advisors, LLC27$5.31K0.00%+27New
North Capital, Inc.29$5.71K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC29$5.71K0.00%−1−3.3%Reduced
Harbour Investments, Inc.32$6.30K0.00%+32New
First Pacific Financial34$6.69K0.00%−5−12.8%Reduced
LRI Investments, LLC39$7.68K0.00%+39New
1620 Investment Advisors, Inc.40$7.87K0.01%−15−27.3%Reduced
Hemington Wealth Management44$8.00K0.00%+4+10.0%Added
Massmutual Trust Co FSB43$8.46K0.00%+10+30.3%Added
Golden State Wealth Management, LLC47$9.25K0.00%00.0%Unchanged
Hantz Financial Services, Inc.49$10.0K0.00%+43+716.7%Added
Delta Asset Management LLC53$10.4K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC61$12.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.65$12.8K0.00%+26+66.7%Added
Bell Investment Advisors, Inc68$13.4K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC69$13.6K0.00%−3−4.2%Reduced
N.E.W. Advisory Services LLC75$14.8K0.00%00.0%Unchanged
Rise Advisors, LLC75$14.8K0.01%00.0%Unchanged
IFP Advisors, Inc76$15.0K0.00%−38−33.3%Reduced
Asset Dedication, LLC76$15.0K0.00%+53+230.4%Added
Goodman Advisory Group, LLC81$15.9K0.01%−80−49.7%Reduced
SBI Securities Co., Ltd.93$18.3K0.00%+93New
Parkside Financial Bank & Trust96$18.9K0.00%+1+1.1%Added
Trust Co of Toledo NA99$19.5K0.00%+99New
Point72 Hong Kong Ltd100$19.7K0.00%+100New
Principal Securities, Inc.102$20.0K0.00%+69+209.1%Added
Millstone Evans Group, LLC124$24.4K0.02%−44−26.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.132$26.0K0.00%+107+428.0%Added
Jones Financial Companies LLLP162$32.0K0.00%+3+1.9%Added
WealthCollab, LLC163$32.1K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC175$34.4K0.00%+1+0.6%Added
Whittier Trust Co190$37.4K0.00%−135−41.5%Reduced
First Horizon Advisors, Inc.194$38.2K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S216$43.0K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.229$45.1K0.01%+102+80.3%Added
AlphaCore Capital LLC248$48.8K0.00%+248New
Bryn Mawr Trust Co251$49.4K0.00%−5−2.0%Reduced
SRS Capital Advisors, Inc.186$50.4K0.00%+55+42.0%Added
EverSource Wealth Advisors, LLC281$55.3K0.00%+133+89.9%Added
American National Bank293$57.7K0.01%+293New
Private Trust Co NA301$59.2K0.01%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.304$60.0K0.00%+304New
Quarry LP320$63.0K0.01%−91−22.1%Reduced
Nomura Asset Management Co Ltd320$63.0K0.00%00.0%Unchanged
Fifth Third Bancorp325$64.0K0.00%−37−10.2%Reduced
Truvestments Capital LLC330$64.9K0.01%00.0%Unchanged
Danske Bank A/S337$66.3K0.00%−9,998−96.7%Reduced
Versant Capital Management, Inc342$67.3K0.01%+161+89.0%Added