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 |
|---|---|---|---|---|---|
| Poehling Capital Management, LLC | 18,392 | $3.62M | 0.85% | −12−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 18,209 | $3.58M | 0.01% | +9,063+99.1% | Added |
| State of Alaska, Department of Revenue | 18,205 | $3.58M | 0.04% | −230−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 17,619 | $3.47M | 0.04% | −459−2.5% | Reduced |
| Seascape Capital Management | 16,737 | $3.29M | 1.04% | −30.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,721 | $3.29M | 0.01% | −8,644−34.1% | Reduced |
| Tudor Investment Corp Et Al | 16,498 | $3.25M | 0.02% | +16,498 | New |
| CWC Advisors, LLC. | 16,469 | $3.24M | 1.67% | +446+2.8% | Added |
| Basswood Capital Management, L.L.C. | 15,955 | $3.14M | 0.16% | −63,086−79.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 15,927 | $3.13M | 0.06% | −811−4.8% | Reduced |
| Pathstone Holdings, LLC | 15,640 | $3.08M | 0.01% | +467+3.1% | Added |
| Bank of Montreal | 15,613 | $3.07M | 0.00% | −2,737−14.9% | Reduced |
| Kestra Advisory Services, LLC | 15,170 | $2.98M | 0.01% | −1,062−6.5% | Reduced |
| Long Road Investment Counsel, LLC | 15,096 | $2.97M | 1.11% | +75+0.5% | Added |
| Thrivent Financial for Lutherans | 14,239 | $2.80M | 0.01% | −166−1.2% | Reduced |
| Mutual of America Capital Management LLC | 14,138 | $2.78M | 0.03% | −921−6.1% | Reduced |
| Kestra Investment Management, LLC | 14,330 | $2.61M | 0.04% | +7,004+95.6% | Added |
| Amalgamated Bank | 13,119 | $2.58M | 0.02% | −275−2.1% | Reduced |
| State of Tennessee, Treasury Department | 12,853 | $2.53M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,441 | $2.45M | 0.02% | +1,704+15.9% | Added |
| XTX Topco Ltd | 12,013 | $2.36M | 0.10% | −2,682−18.3% | Reduced |
| Janus Henderson Group PLC | 11,947 | $2.35M | 0.00% | −848−6.6% | Reduced |
| Natixis Advisors, L.P. | 11,902 | $2.34M | 0.00% | −585−4.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $2.31M | 0.02% | 00.0% | Unchanged |
| Henshaw Capital LLC | 11,540 | $2.27M | 0.09% | −1,175−9.2% | Reduced |
| State of Wisconsin Investment Board | 11,276 | $2.22M | 0.01% | −18,926−62.7% | Reduced |
| Comerica Bank | 11,118 | $2.19M | 0.01% | −782−6.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,113 | $2.19M | 0.02% | +7,775+232.9% | Added |
| Teachers Retirement System of the State of Kentucky | 11,062 | $2.18M | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 10,885 | $2.14M | 0.01% | −1,364−11.1% | Reduced |
| Point72 Europe (London) LLP | 10,838 | $2.13M | 0.11% | +10,838 | New |
| State of New Jersey Common Pension Fund D | 10,732 | $2.11M | 0.01% | −930−8.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,604 | $2.09M | 0.02% | −315−2.9% | Reduced |
| STRS Ohio | 10,547 | $2.08M | 0.01% | −2,258−17.6% | Reduced |
| Yousif Capital Management, LLC | 10,342 | $2.03M | 0.02% | −490−4.5% | Reduced |
| Schroder Investment Management Group | 10,247 | $2.02M | 0.00% | +10,247 | New |
| JustInvest LLC | 10,196 | $2.01M | 0.02% | −1,035−9.2% | Reduced |
| Ensign Peak Advisors, Inc | 9,942 | $1.96M | 0.00% | +20+0.2% | Added |
| 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 |
| Jump Financial, LLC | 9,723 | $1.91M | 0.02% | +9,723 | New |
| HRT Financial LP | 9,420 | $1.85M | 0.01% | −18,176−65.9% | Reduced |
| Bastion Asset Management Inc. | 9,808 | $1.84M | 0.86% | +9,808 | New |
| Citigroup Inc | 9,286 | $1.83M | 0.00% | −2,701−22.5% | Reduced |
| Brevan Howard Capital Management LP | 9,076 | $1.79M | 0.02% | +9,076 | New |
| Marshall Wace, LLP | 8,749 | $1.72M | 0.00% | +8,749 | New |
| American Century Companies Inc | 8,552 | $1.68M | 0.00% | +104+1.2% | Added |
| Teacher Retirement System of Texas | 8,529 | $1.68M | 0.01% | −672−7.3% | Reduced |
| Wedge Capital Management L L P | 8,502 | $1.67M | 0.03% | −32−0.4% | Reduced |
| CI Private Wealth, LLC | 8,449 | $1.66M | 0.00% | −727−7.9% | Reduced |
| Arizona State Retirement System | 8,400 | $1.65M | 0.01% | −269−3.1% | Reduced |
| Louisiana State Employees Retirement System | 8,000 | $1.57M | 0.03% | −200−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 7,974 | $1.57M | 0.01% | −150−1.8% | Reduced |
| Qube Research & Technologies Ltd | 7,939 | $1.56M | 0.00% | −35−0.4% | Reduced |
| Moody Aldrich Partners LLC | 7,922 | $1.56M | 0.30% | −3,026−27.6% | Reduced |
| Diversified Trust Co | 7,896 | $1.55M | 0.03% | −340−4.1% | Reduced |
| Penn Capital Management Co Inc | 7,606 | $1.52M | 0.13% | −3,183−29.5% | Reduced |
| Handelsbanken Fonder AB | 7,600 | $1.50M | 0.01% | −400−5.0% | Reduced |
| Commerce Bank | 7,541 | $1.48M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,304 | $1.44M | 0.01% | +310+4.4% | Added |
| SkyView Investment Advisors, LLC | 6,997 | $1.38M | 0.20% | +226+3.3% | Added |
| Two Sigma Advisers, LP | 7,000 | $1.38M | 0.00% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 6,966 | $1.37M | 0.15% | −809−10.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,913 | $1.36M | 0.00% | 00.0% | Unchanged |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 6,838 | $1.35M | 0.07% | −472,933−98.6% | Reduced |
| State of Michigan Retirement System | 6,819 | $1.34M | 0.01% | −200−2.8% | Reduced |
| Martingale Asset Management L P | 6,652 | $1.31M | 0.03% | −1,813−21.4% | Reduced |
| New Mexico Educational Retirement Board | 6,500 | $1.28M | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 6,486 | $1.28M | 0.00% | −237−3.5% | Reduced |
| Citadel Investment Advisory, Inc. | 6,449 | $1.27M | 0.61% | +510+8.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,347 | $1.25M | 0.02% | −157−2.4% | Reduced |
| Creative Planning | 6,307 | $1.24M | 0.00% | +235+3.9% | Added |
| Cubist Systematic Strategies, LLC | 6,257 | $1.23M | 0.01% | +6,257 | New |
| O'Shaughnessy Asset Management, LLC | 5,868 | $1.15M | 0.01% | +434+8.0% | Added |
| Oregon Public Employees Retirement Fund | 5,847 | $1.15M | 0.02% | −100−1.7% | Reduced |
| Cerity Partners LLC | 5,735 | $1.13M | 0.00% | +90+1.6% | Added |
| Cetera Investment Advisers | 5,675 | $1.12M | 0.00% | +194+3.5% | Added |
| Neuberger Berman Group LLC | 5,589 | $1.10M | 0.00% | −2,069−27.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,520 | $1.09M | 0.03% | −236−4.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,512 | $1.08M | 0.01% | +4+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,503 | $1.08M | 0.19% | +5,503 | New |
| BNP Paribas Arbitrage, SA | 5,476 | $1.08M | 0.00% | +1,818+49.7% | Added |
| Horizon Investments, LLC | 5,220 | $1.03M | 0.02% | +5,220 | New |
| Vise Technologies, Inc. | 5,131 | $1.01M | 0.04% | +5,131 | New |
| Entropy Technologies, LP | 4,987 | $981.3K | 0.08% | +4,987 | New |
| Kennondale Capital Management LLC | 4,892 | $962.6K | 0.98% | 00.0% | Unchanged |
| Mariner, LLC | 4,813 | $947.0K | 0.00% | +462+10.6% | Added |
| Traub Capital Management LLC | 4,775 | $939.6K | 0.87% | +4,775 | New |
| L2 Asset Management, LLC | 4,775 | $939.3K | 0.15% | +705+17.3% | Added |
| Ronald Blue Trust, Inc. | 4,768 | $938.2K | 0.01% | +145+3.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,657 | $916.4K | 0.02% | +4,657 | New |
| Pictet Asset Management Holding SA | 4,558 | $897.1K | 0.00% | −213−4.5% | Reduced |
| Federated Hermes, Inc. | 4,490 | $883.5K | 0.00% | −326−6.8% | Reduced |
| Brown Brothers Harriman & Co | 4,311 | $848.3K | 0.01% | +11+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 4,221 | $830.6K | 0.01% | +4,221 | New |
| CSM Advisors, LLC | 4,058 | $798.0K | 0.02% | +4,058 | New |
| Susquehanna International Group, LLP | 3,896 | $766.6K | 0.00% | −8,395−68.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,864 | $760.3K | 0.19% | −47−1.2% | Reduced |
| Kendall Capital Management | 3,855 | $758.5K | 0.20% | −145−3.6% | Reduced |
| Mackenzie Financial Corp | 3,812 | $750.1K | 0.00% | −61−1.6% | Reduced |