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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 126,415 | $24.9M | 0.03% | +445+0.4% | Added |
| JPMorgan Chase & Co | 138,865 | $27.3M | 0.00% | −7,735−5.3% | Reduced |
| UBS Asset Management Americas Inc | 160,277 | $31.5M | 0.01% | +18,544+13.1% | Added |
| Fisher Asset Management, LLC | 168,374 | $33.1M | 0.01% | −409−0.2% | Reduced |
| UBS Group AG | 177,441 | $34.9M | 0.01% | +56,782+47.1% | Added |
| Bank of America Corp | 184,640 | $36.3M | 0.00% | −11,927−6.1% | Reduced |
| FMR LLC | 185,985 | $36.6M | 0.00% | −16,606−8.2% | Reduced |
| Price T Rowe Associates Inc | 234,080 | $46.1M | 0.01% | +1,099+0.5% | Added |
| First Trust Advisors LP | 234,679 | $46.2M | 0.04% | +36,045+18.1% | Added |
| Bank of New York Mellon Corp | 255,779 | $50.3M | 0.01% | −21,370−7.7% | Reduced |
| Bruni J V & Co | 293,735 | $57.8M | 6.08% | −3,863−1.3% | Reduced |
| Kiltearn Partners LLP | 300,114 | $59.1M | 11.87% | −25,500−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 311,367 | $61.3M | 0.01% | −7,099−2.2% | Reduced |
| Balyasny Asset Management LLC | 311,383 | $61.3M | 0.14% | +303,423+3,811.8% | Added |
| Northern Trust Corp | 335,151 | $65.9M | 0.01% | −50,141−13.0% | Reduced |
| Allianz Asset Management GmbH | 342,942 | $67.5M | 0.09% | +33,415+10.8% | Added |
| Norges Bank | 364,786 | $71.8M | 0.01% | +12,110+3.4% | Added |
| Channing Capital Management, LLC | 430,464 | $84.7M | 2.36% | −13,728−3.1% | Reduced |
| LSV Asset Management | 476,224 | $93.7M | 0.22% | +8,140+1.7% | Added |
| Geode Capital Management, LLC | 504,358 | $99.3M | 0.01% | −38,335−7.1% | Reduced |
| Lyrical Asset Management LP | 539,040 | $106.1M | 1.53% | −67,209−11.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 570,857 | $112.3M | 0.41% | +15,626+2.8% | Added |
| Citadel Advisors LLC | 639,788 | $125.9M | 0.11% | +284,957+80.3% | Added |
| Dimensional Fund Advisors LP | 676,225 | $133.1M | 0.03% | −33,141−4.7% | Reduced |
| State Street Corp | 980,889 | $193.0M | 0.01% | −17,041−1.7% | Reduced |
| Boston Partners | 1,133,127 | $223.0M | 0.25% | −21,664−1.9% | Reduced |
| Ariel Investments, LLC | 1,355,075 | $266.6M | 3.02% | −52,076−3.7% | Reduced |
| Clarkston Capital Partners, LLC | 1,435,354 | $282.4M | 6.00% | −149,970−9.5% | Reduced |
| Millennium Management LLC | 1,569,326 | $308.8M | 0.28% | +303,671+24.0% | Added |
| Morgan Stanley | 2,017,494 | $397.0M | 0.03% | −277,035−12.1% | Reduced |
| Vanguard Group Inc | 2,812,114 | $553.3M | 0.01% | −182,435−6.1% | Reduced |
| BlackRock, Inc. | 2,822,700 | $555.4M | 0.01% | −113,075−3.9% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −106,270−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −54,591−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −32,319−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −20,542−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −17,371−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −16,256−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −7,243−100.0% | Sold out |
| Carrera Capital Advisors | 0 | $0 | 0.00% | −6,756−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −5,946−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −4,710−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,196−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Promethos Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Callan Capital, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |