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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 3,547 | $744.4K | 0.01% | +1,718+93.9% | Added |
| Oak Thistle LLC | 3,743 | $736.5K | 0.11% | +114+3.1% | Added |
| Engineers Gate Manager LP | 3,593 | $707.0K | 0.01% | +3,593 | New |
| US Bancorp | 3,512 | $691.1K | 0.00% | −445−11.2% | Reduced |
| Welch & Forbes LLC | 3,500 | $688.7K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,443 | $677.5K | 0.01% | −14−0.4% | Reduced |
| LPL Financial LLC | 3,441 | $677.0K | 0.00% | −1,224−26.2% | Reduced |
| Congress Wealth Management LLC | 3,434 | $675.9K | 0.01% | +1,994+138.5% | Added |
| Forte Capital LLC | 3,425 | $673.9K | 0.07% | +210+6.5% | Added |
| Picton Mahoney Asset Management | 3,408 | $670.0K | 0.01% | +3,408 | New |
| Centiva Capital, LP | 3,371 | $663.3K | 0.04% | +3,371 | New |
| National Bank of Canada | 3,311 | $650.5K | 0.00% | +544+19.7% | Added |
| Quadrature Capital Ltd | 3,230 | $634.9K | 0.01% | −1,233−27.6% | Reduced |
| Guinness Asset Management LTD | 3,196 | $628.9K | 0.01% | +74+2.4% | Added |
| Xponance, Inc. | 3,178 | $625.3K | 0.01% | −242−7.1% | Reduced |
| Hillsdale Investment Management Inc. | 3,140 | $617.9K | 0.02% | −50−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,120 | $614.8K | 0.00% | +45+1.5% | Added |
| Prudential Financial Inc | 3,256 | $614.7K | 0.00% | +296+10.0% | Added |
| Cresset Asset Management, LLC | 3,113 | $612.6K | 0.00% | −119−3.7% | Reduced |
| Quadrant Capital Group LLC | 3,110 | $612.0K | 0.02% | +5+0.2% | Added |
| SG Americas Securities, LLC | 3,086 | $607.0K | 0.00% | +1,409+84.0% | Added |
| Dodge & Cox | 3,000 | $590.3K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 2,986 | $587.6K | 0.02% | +2,986 | New |
| Radnor Capital Management, LLC | 2,970 | $584.0K | 0.09% | 00.0% | Unchanged |
| Ethic Inc. | 2,899 | $573.0K | 0.01% | −93−3.1% | Reduced |
| Colony Group, LLC | 2,894 | $569.5K | 0.00% | −756−20.7% | Reduced |
| Farther Finance Advisors, LLC | 2,866 | $563.9K | 0.01% | +1,007+54.2% | Added |
| Summit Trail Advisors, LLC | 2,795 | $550.0K | 0.01% | +2,795 | New |
| Vident Advisory, LLC | 2,700 | $531.3K | 0.01% | −67−2.4% | Reduced |
| Sepio Capital, LP | 2,688 | $528.9K | 0.04% | −3,712−58.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,617 | $527.3K | 0.00% | −480−15.5% | Reduced |
| Stifel Financial Corp | 2,668 | $525.0K | 0.00% | −160−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 2,662 | $524.0K | 0.00% | −57−2.1% | Reduced |
| EP Wealth Advisors, LLC | 2,602 | $512.0K | 0.00% | −14−0.5% | Reduced |
| RBF Capital, LLC | 2,600 | $511.6K | 0.03% | 00.0% | Unchanged |
| MQS Management LLC | 2,537 | $499.2K | 0.28% | +2,537 | New |
| Lecap Asset Management Ltd | 2,509 | $493.7K | 0.17% | +2,509 | New |
| HighTower Advisors, LLC | 2,507 | $493.3K | 0.00% | +217+9.5% | Added |
| Harbor Advisors LLC | 2,500 | $491.9K | 0.08% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,473 | $486.6K | 0.11% | +2,473 | New |
| Genus Capital Management Inc. | 2,460 | $484.1K | 0.06% | −1,030−29.5% | Reduced |
| Truist Financial Corp | 2,409 | $474.0K | 0.00% | +139+6.1% | Added |
| 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 |
| AdvisorShares Investments LLC | 2,395 | $471.3K | 0.08% | −405−14.5% | Reduced |
| Gabelli Funds LLC | 2,383 | $468.9K | 0.00% | −286−10.7% | Reduced |
| Custom Index Systems, LLC | 2,350 | $462.4K | 0.22% | −99−4.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,347 | $461.8K | 0.00% | −11,553−83.1% | Reduced |
| Coldstream Capital Management Inc | 2,343 | $461.0K | 0.01% | −18−0.8% | Reduced |
| Mercer Global Advisors Inc | 2,308 | $454.2K | 0.00% | −119−4.9% | Reduced |
| Quantbot Technologies LP | 2,272 | $447.1K | 0.01% | −10,646−82.4% | Reduced |
| Vestcor Inc | 2,243 | $441.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 2,231 | $439.0K | 0.00% | +2,231 | New |
| Securian Asset Management, Inc | 2,218 | $436.4K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 2,197 | $432.3K | 0.31% | −973−30.7% | Reduced |
| South Dakota Investment Council | 2,188 | $431.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| CenterBook Partners LP | 2,063 | $405.9K | 0.02% | +90+4.6% | Added |
| Cornerstone Investment Partners, LLC | 2,019 | $397.3K | 0.02% | +10+0.5% | Added |
| Hancock Whitney Corp | 1,868 | $367.6K | 0.01% | +45+2.5% | Added |
| Aquatic Capital Management LLC | 1,859 | $365.8K | 0.01% | +1,859 | New |
| Captrust Financial Advisors | 1,793 | $352.8K | 0.00% | −10,149−85.0% | Reduced |
| Greenleaf Trust | 1,776 | $349.5K | 0.00% | −26−1.4% | Reduced |
| Glenmede Investment Management, LP | 1,725 | $339.4K | 0.00% | +1,725 | New |
| Callan Family Office, LLC | 1,713 | $337.1K | 0.01% | +1,713 | New |
| Sequoia Financial Advisors, LLC | 1,639 | $322.5K | 0.00% | +1,639 | New |
| M&T Bank Corp | 1,638 | $322.3K | 0.00% | −318−16.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,598 | $314.4K | 0.03% | −253−13.7% | Reduced |
| Cetera Trust Company, N.A | 1,580 | $310.9K | 0.19% | +170+12.1% | Added |
| Maryland State Retirement & Pension System | 1,567 | $308.3K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,550 | $305.0K | 0.00% | +1,550 | New |
| Allegheny Financial Group LTD | 1,548 | $304.6K | 0.07% | +238+18.2% | Added |
| Investment Partners, Ltd. | 1,480 | $291.2K | 0.11% | −45−3.0% | Reduced |
| Utah Retirement Systems | 1,477 | $290.6K | 0.00% | −123−7.7% | Reduced |
| Impact Partnership Wealth, LLC | 1,475 | $290.2K | 0.05% | +1,475 | New |
| Advisor Group Holdings, Inc. | 1,451 | $285.6K | 0.00% | −268−15.6% | Reduced |
| Magnetar Financial LLC | 1,448 | $284.9K | 0.00% | +1,448 | New |
| HSBC Holdings PLC | 1,438 | $283.0K | 0.00% | −80−5.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,419 | $279.2K | 0.01% | −157−10.0% | Reduced |
| Forum Financial Management, LP | 1,384 | $272.3K | 0.00% | +2+0.1% | Added |
| QRG Capital Management, Inc. | 1,366 | $268.8K | 0.00% | +1,366 | New |
| Ritholtz Wealth Management | 1,336 | $262.9K | 0.01% | −317−19.2% | Reduced |
| Tolleson Wealth Management, Inc. | 1,319 | $259.5K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,317 | $259.0K | 0.00% | +7+0.5% | Added |
| Petrus Trust Company, LTA | 1,315 | $258.8K | 0.03% | +1,315 | New |
| RSM US Wealth Management LLC | 1,273 | $250.5K | 0.00% | +1,273 | New |
| ProShare Advisors LLC | 1,260 | $247.9K | 0.00% | +13+1.0% | Added |
| GAMMA Investing LLC | 1,252 | $246.4K | 0.02% | +502+66.9% | Added |
| Sheets Smith Wealth Management | 1,227 | $241.4K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,213 | $238.7K | 0.02% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 1,200 | $236.1K | 0.01% | −6,625−84.7% | Reduced |
| Shell Asset Management Co | 1,197 | $236.0K | 0.01% | −246−17.0% | Reduced |
| United Capital Financial Advisers, LLC | 1,191 | $234.3K | 0.00% | −846−41.5% | Reduced |
| Cadent Capital Advisors, LLC | 1,184 | $233.0K | 0.08% | −226−16.0% | Reduced |
| Lido Advisors, LLC | 1,180 | $232.3K | 0.00% | +1,180 | New |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $226.3K | 0.06% | +1,150 | New |
| DekaBank Deutsche Girozentrale | 1,143 | $225.0K | 0.00% | 00.0% | Unchanged |