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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 10,732 | $2.11M | 0.01% | −930−8.0% | Reduced |
| Point72 Europe (London) LLP | 10,838 | $2.13M | 0.11% | +10,838 | New |
| Blair William & Co | 10,885 | $2.14M | 0.01% | −1,364−11.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,062 | $2.18M | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,113 | $2.19M | 0.02% | +7,775+232.9% | Added |
| Comerica Bank | 11,118 | $2.19M | 0.01% | −782−6.6% | Reduced |
| State of Wisconsin Investment Board | 11,276 | $2.22M | 0.01% | −18,926−62.7% | Reduced |
| Henshaw Capital LLC | 11,540 | $2.27M | 0.09% | −1,175−9.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $2.31M | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 11,902 | $2.34M | 0.00% | −585−4.7% | Reduced |
| Janus Henderson Group PLC | 11,947 | $2.35M | 0.00% | −848−6.6% | Reduced |
| XTX Topco Ltd | 12,013 | $2.36M | 0.10% | −2,682−18.3% | Reduced |
| Intech Investment Management LLC | 12,441 | $2.45M | 0.02% | +1,704+15.9% | Added |
| State of Tennessee, Treasury Department | 12,853 | $2.53M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 13,119 | $2.58M | 0.02% | −275−2.1% | Reduced |
| Kestra Investment Management, LLC | 14,330 | $2.61M | 0.04% | +7,004+95.6% | Added |
| Mutual of America Capital Management LLC | 14,138 | $2.78M | 0.03% | −921−6.1% | Reduced |
| Thrivent Financial for Lutherans | 14,239 | $2.80M | 0.01% | −166−1.2% | Reduced |
| Long Road Investment Counsel, LLC | 15,096 | $2.97M | 1.11% | +75+0.5% | Added |
| Kestra Advisory Services, LLC | 15,170 | $2.98M | 0.01% | −1,062−6.5% | Reduced |
| Bank of Montreal | 15,613 | $3.07M | 0.00% | −2,737−14.9% | Reduced |
| Pathstone Holdings, LLC | 15,640 | $3.08M | 0.01% | +467+3.1% | Added |
| Carnegie Capital Asset Management, LLC | 15,927 | $3.13M | 0.06% | −811−4.8% | Reduced |
| Basswood Capital Management, L.L.C. | 15,955 | $3.14M | 0.16% | −63,086−79.8% | Reduced |
| CWC Advisors, LLC. | 16,469 | $3.24M | 1.67% | +446+2.8% | Added |
| Tudor Investment Corp Et Al | 16,498 | $3.25M | 0.02% | +16,498 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,721 | $3.29M | 0.01% | −8,644−34.1% | Reduced |
| Seascape Capital Management | 16,737 | $3.29M | 1.04% | −30.0% | Reduced |
| Oppenheimer Asset Management Inc. | 17,619 | $3.47M | 0.04% | −459−2.5% | Reduced |
| State of Alaska, Department of Revenue | 18,205 | $3.58M | 0.04% | −230−1.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 18,209 | $3.58M | 0.01% | +9,063+99.1% | Added |
| Poehling Capital Management, LLC | 18,392 | $3.62M | 0.85% | −12−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 18,434 | $3.63M | 0.05% | +5,594+43.6% | Added |
| Voloridge Investment Management, LLC | 18,482 | $3.64M | 0.01% | −24,807−57.3% | Reduced |
| Royal Bank of Canada | 18,699 | $3.68M | 0.00% | −932−4.7% | Reduced |
| Freestone Grove Partners LP | 18,940 | $3.73M | 0.03% | +18,940 | New |
| Robeco Institutional Asset Management B.V. | 19,476 | $3.83M | 0.01% | +19,476 | New |
| Amplius Wealth Advisors, LLC | 19,596 | $3.86M | 0.36% | +2,401+14.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 20,183 | $3.97M | 0.09% | +20,183 | New |
| Manufacturers Life Insurance Company, The | 21,235 | $4.18M | 0.00% | −1,858−8.0% | Reduced |
| Nicola Wealth Management Ltd. | 22,000 | $4.33M | 0.41% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 22,398 | $4.41M | 0.25% | −3,556−13.7% | Reduced |
| Interval Partners, LP | 22,616 | $4.45M | 0.10% | +22,616 | New |
| State Board of Administration of Florida Retirement System | 23,408 | $4.61M | 0.01% | −130−0.6% | Reduced |
| Great West Life Assurance Co | 24,818 | $4.88M | 0.01% | −1,263−4.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,858 | $4.89M | 0.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 25,650 | $5.05M | 0.16% | +9,018+54.2% | Added |
| Zacks Investment Management | 26,211 | $5.16M | 0.04% | +26,211 | New |
| Sterling Capital Management LLC | 26,504 | $5.22M | 0.07% | +203+0.8% | Added |
| Voya Investment Management LLC | 26,734 | $5.26M | 0.01% | −1,969−6.9% | Reduced |
| California State Teachers Retirement System | 27,452 | $5.40M | 0.01% | −92−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,250 | $5.55M | 0.25% | +16,700+144.6% | Added |
| Public Employees Retirement System of Ohio | 28,509 | $5.61M | 0.02% | −1,070−3.6% | Reduced |
| Assetmark, Inc | 29,345 | $5.77M | 0.01% | +774+2.7% | Added |
| Point72 Asset Management, L.P. | 29,800 | $5.86M | 0.01% | +29,800 | New |
| Calamos Advisors LLC | 35,430 | $6.97M | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 35,877 | $7.06M | 0.00% | −16,995−32.1% | Reduced |
| New York State Teachers Retirement System | 36,813 | $7.24M | 0.02% | −285−0.8% | Reduced |
| Storebrand Asset Management AS | 38,578 | $7.59M | 0.02% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 39,473 | $7.77M | 0.04% | +529+1.4% | Added |
| Alliancebernstein L.P. | 40,853 | $8.04M | 0.00% | +2,917+7.7% | Added |
| Nordea Investment Management AB | 42,172 | $8.21M | 0.01% | −122−0.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,243 | $8.51M | 0.02% | +150.0% | Added |
| Renaissance Technologies LLC | 44,400 | $8.74M | 0.01% | −2,600−5.5% | Reduced |
| Jane Street Group, LLC | 44,922 | $8.84M | 0.01% | +33,336+287.7% | Added |
| D. E. Shaw & Co., Inc. | 47,072 | $9.26M | 0.01% | −6,171−11.6% | Reduced |
| Legal & General Group Plc | 48,220 | $9.49M | 0.00% | −345−0.7% | Reduced |
| Quantinno Capital Management LP | 50,561 | $9.95M | 0.04% | +25,505+101.8% | Added |
| Deutsche Bank AG | 50,932 | $10.0M | 0.00% | −4,679−8.4% | Reduced |
| Ameriprise Financial Inc | 51,001 | $10.0M | 0.00% | +14,398+39.3% | Added |
| Wells Fargo & Company | 51,394 | $10.1M | 0.00% | −1,111−2.1% | Reduced |
| Swiss National Bank | 55,000 | $10.8M | 0.01% | −3,600−6.1% | Reduced |
| Algert Global LLC | 57,220 | $11.3M | 0.24% | −12,020−17.4% | Reduced |
| Cambria Investment Management, L.P. | 57,232 | $11.3M | 0.76% | −8,619−13.1% | Reduced |
| Russell Investments Group, Ltd. | 57,648 | $11.3M | 0.01% | −1,588−2.7% | Reduced |
| Envestnet Asset Management Inc | 58,721 | $11.6M | 0.00% | +4,994+9.3% | Added |
| SEI Investments Co | 60,672 | $11.9M | 0.01% | +12,006+24.7% | Added |
| LGT Capital Partners Ltd. | 61,815 | $12.2M | 0.54% | −135,303−68.6% | Reduced |
| Reinhart Partners, Inc. | 64,410 | $12.7M | 0.43% | −5,833−8.3% | Reduced |
| Principal Financial Group Inc | 64,442 | $12.7M | 0.01% | −2,939−4.4% | Reduced |
| Wallace Capital Management Inc. | 67,085 | $13.2M | 1.80% | −410−0.6% | Reduced |
| California Public Employees Retirement System | 67,234 | $13.2M | 0.01% | +165+0.2% | Added |
| Nuveen, LLC | 68,586 | $13.5M | 0.00% | −26,991−28.2% | Reduced |
| Los Angeles Capital Management LLC | 72,965 | $14.4M | 0.05% | −1,248−1.7% | Reduced |
| Man Group plc | 74,077 | $14.6M | 0.03% | +5,855+8.6% | Added |
| Brandywine Global Investment Management, LLC | 75,336 | $14.8M | 0.10% | −957−1.3% | Reduced |
| Rhumbline Advisers | 78,601 | $15.5M | 0.01% | −3,255−4.0% | Reduced |
| Goodman Financial Corp | 82,256 | $16.2M | 3.25% | +1,450+1.8% | Added |
| Invesco Ltd. | 82,261 | $16.2M | 0.00% | −52,123−38.8% | Reduced |
| Macquarie Group Ltd | 89,470 | $17.6M | 0.02% | +1,400+1.6% | Added |
| Barclays PLC | 94,843 | $18.7M | 0.01% | +6,855+7.8% | Added |
| Treasurer of the State of North Carolina | 96,177 | $18.9M | 0.06% | +53,330+124.5% | Added |
| Retirement Systems of Alabama | 97,232 | $19.1M | 0.07% | −862−0.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 100,422 | $19.8M | 0.08% | −65,288−39.4% | Reduced |
| Holocene Advisors, LP | 100,953 | $19.9M | 0.05% | +100,953 | New |
| North Star Asset Management Inc | 102,081 | $20.1M | 0.85% | −63−0.1% | Reduced |
| Victory Capital Management Inc | 107,345 | $21.1M | 0.01% | −27,471−20.4% | Reduced |
| Bridgewater Associates, LP | 110,248 | $21.7M | 0.09% | +29,134+35.9% | Added |
| Raymond James Financial Inc | 117,747 | $23.2M | 0.01% | −7,301−5.8% | Reduced |
| Goldman Sachs Group Inc | 121,104 | $23.8M | 0.00% | +7,751+6.8% | Added |