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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 2,668 | $525.0K | 0.00% | −160−5.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,617 | $527.3K | 0.00% | −480−15.5% | Reduced |
| Sepio Capital, LP | 2,688 | $528.9K | 0.04% | −3,712−58.0% | Reduced |
| Vident Advisory, LLC | 2,700 | $531.3K | 0.01% | −67−2.4% | Reduced |
| Summit Trail Advisors, LLC | 2,795 | $550.0K | 0.01% | +2,795 | New |
| Farther Finance Advisors, LLC | 2,866 | $563.9K | 0.01% | +1,007+54.2% | Added |
| Colony Group, LLC | 2,894 | $569.5K | 0.00% | −756−20.7% | Reduced |
| Ethic Inc. | 2,899 | $573.0K | 0.01% | −93−3.1% | Reduced |
| Radnor Capital Management, LLC | 2,970 | $584.0K | 0.09% | 00.0% | Unchanged |
| Readystate Asset Management LP | 2,986 | $587.6K | 0.02% | +2,986 | New |
| Dodge & Cox | 3,000 | $590.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,086 | $607.0K | 0.00% | +1,409+84.0% | Added |
| Quadrant Capital Group LLC | 3,110 | $612.0K | 0.02% | +5+0.2% | Added |
| Cresset Asset Management, LLC | 3,113 | $612.6K | 0.00% | −119−3.7% | Reduced |
| Prudential Financial Inc | 3,256 | $614.7K | 0.00% | +296+10.0% | Added |
| Kovitz Investment Group Partners, LLC | 3,120 | $614.8K | 0.00% | +45+1.5% | Added |
| Hillsdale Investment Management Inc. | 3,140 | $617.9K | 0.02% | −50−1.6% | Reduced |
| Xponance, Inc. | 3,178 | $625.3K | 0.01% | −242−7.1% | Reduced |
| Guinness Asset Management LTD | 3,196 | $628.9K | 0.01% | +74+2.4% | Added |
| Quadrature Capital Ltd | 3,230 | $634.9K | 0.01% | −1,233−27.6% | Reduced |
| National Bank of Canada | 3,311 | $650.5K | 0.00% | +544+19.7% | Added |
| Centiva Capital, LP | 3,371 | $663.3K | 0.04% | +3,371 | New |
| Picton Mahoney Asset Management | 3,408 | $670.0K | 0.01% | +3,408 | New |
| Forte Capital LLC | 3,425 | $673.9K | 0.07% | +210+6.5% | Added |
| Congress Wealth Management LLC | 3,434 | $675.9K | 0.01% | +1,994+138.5% | Added |
| LPL Financial LLC | 3,441 | $677.0K | 0.00% | −1,224−26.2% | Reduced |
| Mission Wealth Management, LP | 3,443 | $677.5K | 0.01% | −14−0.4% | Reduced |
| Welch & Forbes LLC | 3,500 | $688.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,512 | $691.1K | 0.00% | −445−11.2% | Reduced |
| Engineers Gate Manager LP | 3,593 | $707.0K | 0.01% | +3,593 | New |
| Oak Thistle LLC | 3,743 | $736.5K | 0.11% | +114+3.1% | Added |
| Advisory Services Network, LLC | 3,547 | $744.4K | 0.01% | +1,718+93.9% | Added |
| Mackenzie Financial Corp | 3,812 | $750.1K | 0.00% | −61−1.6% | Reduced |
| Kendall Capital Management | 3,855 | $758.5K | 0.20% | −145−3.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,864 | $760.3K | 0.19% | −47−1.2% | Reduced |
| Susquehanna International Group, LLP | 3,896 | $766.6K | 0.00% | −8,395−68.3% | Reduced |
| CSM Advisors, LLC | 4,058 | $798.0K | 0.02% | +4,058 | New |
| Schonfeld Strategic Advisors LLC | 4,221 | $830.6K | 0.01% | +4,221 | New |
| Brown Brothers Harriman & Co | 4,311 | $848.3K | 0.01% | +11+0.3% | Added |
| Federated Hermes, Inc. | 4,490 | $883.5K | 0.00% | −326−6.8% | Reduced |
| Pictet Asset Management Holding SA | 4,558 | $897.1K | 0.00% | −213−4.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,657 | $916.4K | 0.02% | +4,657 | New |
| Ronald Blue Trust, Inc. | 4,768 | $938.2K | 0.01% | +145+3.1% | Added |
| L2 Asset Management, LLC | 4,775 | $939.3K | 0.15% | +705+17.3% | Added |
| Traub Capital Management LLC | 4,775 | $939.6K | 0.87% | +4,775 | New |
| Mariner, LLC | 4,813 | $947.0K | 0.00% | +462+10.6% | Added |
| Kennondale Capital Management LLC | 4,892 | $962.6K | 0.98% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,987 | $981.3K | 0.08% | +4,987 | New |
| Vise Technologies, Inc. | 5,131 | $1.01M | 0.04% | +5,131 | New |
| Horizon Investments, LLC | 5,220 | $1.03M | 0.02% | +5,220 | New |
| BNP Paribas Arbitrage, SA | 5,476 | $1.08M | 0.00% | +1,818+49.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,503 | $1.08M | 0.19% | +5,503 | New |
| Resources Investment Advisors, LLC. | 5,512 | $1.08M | 0.01% | +4+0.1% | Added |
| Ameritas Investment Partners, Inc. | 5,520 | $1.09M | 0.03% | −236−4.1% | Reduced |
| Neuberger Berman Group LLC | 5,589 | $1.10M | 0.00% | −2,069−27.0% | Reduced |
| Cetera Investment Advisers | 5,675 | $1.12M | 0.00% | +194+3.5% | Added |
| Cerity Partners LLC | 5,735 | $1.13M | 0.00% | +90+1.6% | Added |
| Oregon Public Employees Retirement Fund | 5,847 | $1.15M | 0.02% | −100−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,868 | $1.15M | 0.01% | +434+8.0% | Added |
| Cubist Systematic Strategies, LLC | 6,257 | $1.23M | 0.01% | +6,257 | New |
| Creative Planning | 6,307 | $1.24M | 0.00% | +235+3.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,347 | $1.25M | 0.02% | −157−2.4% | Reduced |
| Citadel Investment Advisory, Inc. | 6,449 | $1.27M | 0.61% | +510+8.6% | Added |
| CWM, LLC | 6,486 | $1.28M | 0.00% | −237−3.5% | Reduced |
| New Mexico Educational Retirement Board | 6,500 | $1.28M | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 6,652 | $1.31M | 0.03% | −1,813−21.4% | Reduced |
| State of Michigan Retirement System | 6,819 | $1.34M | 0.01% | −200−2.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 6,838 | $1.35M | 0.07% | −472,933−98.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,913 | $1.36M | 0.00% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 6,966 | $1.37M | 0.15% | −809−10.4% | Reduced |
| Two Sigma Advisers, LP | 7,000 | $1.38M | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6,997 | $1.38M | 0.20% | +226+3.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,304 | $1.44M | 0.01% | +310+4.4% | Added |
| Commerce Bank | 7,541 | $1.48M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,600 | $1.50M | 0.01% | −400−5.0% | Reduced |
| Penn Capital Management Co Inc | 7,606 | $1.52M | 0.13% | −3,183−29.5% | Reduced |
| Diversified Trust Co | 7,896 | $1.55M | 0.03% | −340−4.1% | Reduced |
| Moody Aldrich Partners LLC | 7,922 | $1.56M | 0.30% | −3,026−27.6% | Reduced |
| Qube Research & Technologies Ltd | 7,939 | $1.56M | 0.00% | −35−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 7,974 | $1.57M | 0.01% | −150−1.8% | Reduced |
| Louisiana State Employees Retirement System | 8,000 | $1.57M | 0.03% | −200−2.4% | Reduced |
| Arizona State Retirement System | 8,400 | $1.65M | 0.01% | −269−3.1% | Reduced |
| CI Private Wealth, LLC | 8,449 | $1.66M | 0.00% | −727−7.9% | Reduced |
| Wedge Capital Management L L P | 8,502 | $1.67M | 0.03% | −32−0.4% | Reduced |
| Teacher Retirement System of Texas | 8,529 | $1.68M | 0.01% | −672−7.3% | Reduced |
| American Century Companies Inc | 8,552 | $1.68M | 0.00% | +104+1.2% | Added |
| Marshall Wace, LLP | 8,749 | $1.72M | 0.00% | +8,749 | New |
| Brevan Howard Capital Management LP | 9,076 | $1.79M | 0.02% | +9,076 | New |
| Citigroup Inc | 9,286 | $1.83M | 0.00% | −2,701−22.5% | Reduced |
| Bastion Asset Management Inc. | 9,808 | $1.84M | 0.86% | +9,808 | New |
| HRT Financial LP | 9,420 | $1.85M | 0.01% | −18,176−65.9% | Reduced |
| Jump Financial, LLC | 9,723 | $1.91M | 0.02% | +9,723 | New |
| KLP Kapitalforvaltning AS | 9,900 | $1.95M | 0.01% | +600+6.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 9,900 | $1.95M | 0.01% | +9,900 | New |
| Ensign Peak Advisors, Inc | 9,942 | $1.96M | 0.00% | +20+0.2% | Added |
| JustInvest LLC | 10,196 | $2.01M | 0.02% | −1,035−9.2% | Reduced |
| Schroder Investment Management Group | 10,247 | $2.02M | 0.00% | +10,247 | New |
| Yousif Capital Management, LLC | 10,342 | $2.03M | 0.02% | −490−4.5% | Reduced |
| STRS Ohio | 10,547 | $2.08M | 0.01% | −2,258−17.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,604 | $2.09M | 0.02% | −315−2.9% | Reduced |