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 |
|---|---|---|---|---|---|
| Rossby Financial, LCC | 358 | $70.4K | 0.03% | +11+3.2% | Added |
| State of Wyoming | 371 | $73.0K | 0.01% | +371 | New |
| Skopos Labs, Inc. | 388 | $76.3K | 0.01% | +11+2.9% | Added |
| Covestor Ltd | 393 | $77.0K | 0.05% | +151+62.4% | Added |
| Umb Bank N A | 395 | $77.7K | 0.00% | +97+32.6% | Added |
| Allworth Financial LP | 403 | $79.4K | 0.00% | +313+347.8% | Added |
| Smithfield Trust Co | 410 | $82.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 476 | $93.7K | 0.01% | +476 | New |
| Huntington National Bank | 541 | $106.5K | 0.00% | +305+129.2% | Added |
| Signaturefd, LLC | 552 | $108.6K | 0.00% | −99−15.2% | Reduced |
| Tower Research Capital LLC (TRC) | 576 | $113.3K | 0.00% | −221−27.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 601 | $118.3K | 0.00% | +266+79.4% | Added |
| Northwestern Mutual Wealth Management Co | 674 | $132.6K | 0.00% | −63−8.5% | Reduced |
| Ci Investments Inc. | 679 | $134.0K | 0.00% | −30−4.2% | Reduced |
| OP Asset Management Ltd | 825 | $162.3K | 0.00% | −1,521−64.8% | Reduced |
| KBC Group NV | 873 | $172.0K | 0.00% | −396−31.2% | Reduced |
| TD Private Client Wealth LLC | 939 | $184.8K | 0.00% | +1+0.1% | Added |
| Parallel Advisors, LLC | 998 | $196.4K | 0.00% | −172−14.7% | Reduced |
| CIBC Asset Management Inc | 1,023 | $201.3K | 0.00% | +1,023 | New |
| Warren Averett Asset Management, LLC | 1,055 | $207.6K | 0.00% | +1,055 | New |
| Checchi Capital Advisers, LLC | 1,056 | $207.8K | 0.01% | +1,056 | New |
| Shelton Capital Management | 1,059 | $208.4K | 0.00% | +1,059 | New |
| EMC Capital Management | 1,061 | $209.0K | 0.11% | −129−10.8% | Reduced |
| Wilkinson Global Asset Management LLC | 1,065 | $209.6K | 0.01% | −2,135−66.7% | Reduced |
| Panagora Asset Management Inc | 1,068 | $210.2K | 0.00% | +1,068 | New |
| Commonwealth Equity Services, LLC | 1,081 | $213.0K | 0.00% | +1,081 | New |
| Birch Financial Group, LLC | 1,088 | $214.2K | 0.17% | +1,088 | New |
| Old National Bancorp | 1,089 | $214.3K | 0.00% | +1,089 | New |
| MML Investors Services, LLC | 1,093 | $215.0K | 0.00% | +1,093 | New |
| Bank of New Hampshire | 1,104 | $217.2K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,110 | $218.4K | 0.01% | +1,110 | New |
| MAI Capital Management | 1,113 | $219.0K | 0.00% | −44−3.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,143 | $225.0K | 0.00% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $226.3K | 0.06% | +1,150 | New |
| Lido Advisors, LLC | 1,180 | $232.3K | 0.00% | +1,180 | New |
| Cadent Capital Advisors, LLC | 1,184 | $233.0K | 0.08% | −226−16.0% | Reduced |
| United Capital Financial Advisers, LLC | 1,191 | $234.3K | 0.00% | −846−41.5% | Reduced |
| Shell Asset Management Co | 1,197 | $236.0K | 0.01% | −246−17.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,200 | $236.1K | 0.01% | −6,625−84.7% | Reduced |
| Quent Capital, LLC | 1,213 | $238.7K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,227 | $241.4K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,252 | $246.4K | 0.02% | +502+66.9% | Added |
| ProShare Advisors LLC | 1,260 | $247.9K | 0.00% | +13+1.0% | Added |
| RSM US Wealth Management LLC | 1,273 | $250.5K | 0.00% | +1,273 | New |
| Petrus Trust Company, LTA | 1,315 | $258.8K | 0.03% | +1,315 | New |
| Bessemer Group Inc | 1,317 | $259.0K | 0.00% | +7+0.5% | Added |
| Tolleson Wealth Management, Inc. | 1,319 | $259.5K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,336 | $262.9K | 0.01% | −317−19.2% | Reduced |
| QRG Capital Management, Inc. | 1,366 | $268.8K | 0.00% | +1,366 | New |
| Forum Financial Management, LP | 1,384 | $272.3K | 0.00% | +2+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 1,419 | $279.2K | 0.01% | −157−10.0% | Reduced |
| HSBC Holdings PLC | 1,438 | $283.0K | 0.00% | −80−5.3% | Reduced |
| Magnetar Financial LLC | 1,448 | $284.9K | 0.00% | +1,448 | New |
| Advisor Group Holdings, Inc. | 1,451 | $285.6K | 0.00% | −268−15.6% | Reduced |
| Impact Partnership Wealth, LLC | 1,475 | $290.2K | 0.05% | +1,475 | New |
| Utah Retirement Systems | 1,477 | $290.6K | 0.00% | −123−7.7% | Reduced |
| Investment Partners, Ltd. | 1,480 | $291.2K | 0.11% | −45−3.0% | Reduced |
| Allegheny Financial Group LTD | 1,548 | $304.6K | 0.07% | +238+18.2% | Added |
| Toroso Investments, LLC | 1,550 | $305.0K | 0.00% | +1,550 | New |
| Maryland State Retirement & Pension System | 1,567 | $308.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,580 | $310.9K | 0.19% | +170+12.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,598 | $314.4K | 0.03% | −253−13.7% | Reduced |
| M&T Bank Corp | 1,638 | $322.3K | 0.00% | −318−16.3% | Reduced |
| Sequoia Financial Advisors, LLC | 1,639 | $322.5K | 0.00% | +1,639 | New |
| Callan Family Office, LLC | 1,713 | $337.1K | 0.01% | +1,713 | New |
| Glenmede Investment Management, LP | 1,725 | $339.4K | 0.00% | +1,725 | New |
| Greenleaf Trust | 1,776 | $349.5K | 0.00% | −26−1.4% | Reduced |
| Captrust Financial Advisors | 1,793 | $352.8K | 0.00% | −10,149−85.0% | Reduced |
| Aquatic Capital Management LLC | 1,859 | $365.8K | 0.01% | +1,859 | New |
| Hancock Whitney Corp | 1,868 | $367.6K | 0.01% | +45+2.5% | Added |
| Cornerstone Investment Partners, LLC | 2,019 | $397.3K | 0.02% | +10+0.5% | Added |
| CenterBook Partners LP | 2,063 | $405.9K | 0.02% | +90+4.6% | Added |
| Horizon Kinetics Asset Management LLC | 2,085 | $410.3K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 2,085 | $410.3K | 0.00% | +2,085 | New |
| Polymer Capital Management (US) LLC | 2,139 | $420.9K | 0.07% | −804−27.3% | Reduced |
| Ontario Teachers Pension Plan Board | 2,139 | $420.9K | 0.01% | +786+58.1% | Added |
| South Dakota Investment Council | 2,188 | $431.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 2,197 | $432.3K | 0.31% | −973−30.7% | Reduced |
| Securian Asset Management, Inc | 2,218 | $436.4K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 2,231 | $439.0K | 0.00% | +2,231 | New |
| Vestcor Inc | 2,243 | $441.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,272 | $447.1K | 0.01% | −10,646−82.4% | Reduced |
| Mercer Global Advisors Inc | 2,308 | $454.2K | 0.00% | −119−4.9% | Reduced |
| Coldstream Capital Management Inc | 2,343 | $461.0K | 0.01% | −18−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,347 | $461.8K | 0.00% | −11,553−83.1% | Reduced |
| Custom Index Systems, LLC | 2,350 | $462.4K | 0.22% | −99−4.0% | Reduced |
| Gabelli Funds LLC | 2,383 | $468.9K | 0.00% | −286−10.7% | Reduced |
| AdvisorShares Investments LLC | 2,395 | $471.3K | 0.08% | −405−14.5% | Reduced |
| Gamco Investors, Inc. Et Al | 2,400 | $472.2K | 0.00% | −214−8.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,400 | $472.2K | 0.00% | +6+0.3% | Added |
| Truist Financial Corp | 2,409 | $474.0K | 0.00% | +139+6.1% | Added |
| Genus Capital Management Inc. | 2,460 | $484.1K | 0.06% | −1,030−29.5% | Reduced |
| ISAM Funds (UK) Ltd | 2,473 | $486.6K | 0.11% | +2,473 | New |
| Harbor Advisors LLC | 2,500 | $491.9K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,507 | $493.3K | 0.00% | +217+9.5% | Added |
| Lecap Asset Management Ltd | 2,509 | $493.7K | 0.17% | +2,509 | New |
| MQS Management LLC | 2,537 | $499.2K | 0.28% | +2,537 | New |
| RBF Capital, LLC | 2,600 | $511.6K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,602 | $512.0K | 0.00% | −14−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 2,662 | $524.0K | 0.00% | −57−2.1% | Reduced |