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 |
|---|---|---|---|---|---|
| MAI Capital Management | 1,113 | $219.0K | 0.00% | −44−3.8% | Reduced |
| Walleye Trading LLC | 1,110 | $218.4K | 0.01% | +1,110 | New |
| Bank of New Hampshire | 1,104 | $217.2K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,093 | $215.0K | 0.00% | +1,093 | New |
| Old National Bancorp | 1,089 | $214.3K | 0.00% | +1,089 | New |
| Birch Financial Group, LLC | 1,088 | $214.2K | 0.17% | +1,088 | New |
| Commonwealth Equity Services, LLC | 1,081 | $213.0K | 0.00% | +1,081 | New |
| Panagora Asset Management Inc | 1,068 | $210.2K | 0.00% | +1,068 | New |
| Wilkinson Global Asset Management LLC | 1,065 | $209.6K | 0.01% | −2,135−66.7% | Reduced |
| EMC Capital Management | 1,061 | $209.0K | 0.11% | −129−10.8% | Reduced |
| Shelton Capital Management | 1,059 | $208.4K | 0.00% | +1,059 | New |
| Checchi Capital Advisers, LLC | 1,056 | $207.8K | 0.01% | +1,056 | New |
| Warren Averett Asset Management, LLC | 1,055 | $207.6K | 0.00% | +1,055 | New |
| CIBC Asset Management Inc | 1,023 | $201.3K | 0.00% | +1,023 | New |
| Parallel Advisors, LLC | 998 | $196.4K | 0.00% | −172−14.7% | Reduced |
| TD Private Client Wealth LLC | 939 | $184.8K | 0.00% | +1+0.1% | Added |
| KBC Group NV | 873 | $172.0K | 0.00% | −396−31.2% | Reduced |
| OP Asset Management Ltd | 825 | $162.3K | 0.00% | −1,521−64.8% | Reduced |
| Ci Investments Inc. | 679 | $134.0K | 0.00% | −30−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 674 | $132.6K | 0.00% | −63−8.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 601 | $118.3K | 0.00% | +266+79.4% | Added |
| Tower Research Capital LLC (TRC) | 576 | $113.3K | 0.00% | −221−27.7% | Reduced |
| Signaturefd, LLC | 552 | $108.6K | 0.00% | −99−15.2% | Reduced |
| Huntington National Bank | 541 | $106.5K | 0.00% | +305+129.2% | Added |
| Point72 (DIFC) Ltd | 476 | $93.7K | 0.01% | +476 | New |
| Smithfield Trust Co | 410 | $82.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 403 | $79.4K | 0.00% | +313+347.8% | Added |
| Umb Bank N A | 395 | $77.7K | 0.00% | +97+32.6% | Added |
| Covestor Ltd | 393 | $77.0K | 0.05% | +151+62.4% | Added |
| Skopos Labs, Inc. | 388 | $76.3K | 0.01% | +11+2.9% | Added |
| State of Wyoming | 371 | $73.0K | 0.01% | +371 | New |
| Rossby Financial, LCC | 358 | $70.4K | 0.03% | +11+3.2% | Added |
| Versant Capital Management, Inc | 342 | $67.3K | 0.01% | +161+89.0% | Added |
| Danske Bank A/S | 337 | $66.3K | 0.00% | −9,998−96.7% | Reduced |
| Truvestments Capital LLC | 330 | $64.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 325 | $64.0K | 0.00% | −37−10.2% | Reduced |
| Quarry LP | 320 | $63.0K | 0.01% | −91−22.1% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $63.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 304 | $60.0K | 0.00% | +304 | New |
| Private Trust Co NA | 301 | $59.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 293 | $57.7K | 0.01% | +293 | New |
| EverSource Wealth Advisors, LLC | 281 | $55.3K | 0.00% | +133+89.9% | Added |
| SRS Capital Advisors, Inc. | 186 | $50.4K | 0.00% | +55+42.0% | Added |
| Bryn Mawr Trust Co | 251 | $49.4K | 0.00% | −5−2.0% | Reduced |
| AlphaCore Capital LLC | 248 | $48.8K | 0.00% | +248 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 229 | $45.1K | 0.01% | +102+80.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 216 | $43.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 194 | $38.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 190 | $37.4K | 0.00% | −135−41.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 175 | $34.4K | 0.00% | +1+0.6% | Added |
| WealthCollab, LLC | 163 | $32.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 162 | $32.0K | 0.00% | +3+1.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 132 | $26.0K | 0.00% | +107+428.0% | Added |
| Millstone Evans Group, LLC | 124 | $24.4K | 0.02% | −44−26.2% | Reduced |
| Principal Securities, Inc. | 102 | $20.0K | 0.00% | +69+209.1% | Added |
| Point72 Hong Kong Ltd | 100 | $19.7K | 0.00% | +100 | New |
| Trust Co of Toledo NA | 99 | $19.5K | 0.00% | +99 | New |
| Parkside Financial Bank & Trust | 96 | $18.9K | 0.00% | +1+1.1% | Added |
| SBI Securities Co., Ltd. | 93 | $18.3K | 0.00% | +93 | New |
| Goodman Advisory Group, LLC | 81 | $15.9K | 0.01% | −80−49.7% | Reduced |
| Asset Dedication, LLC | 76 | $15.0K | 0.00% | +53+230.4% | Added |
| IFP Advisors, Inc | 76 | $15.0K | 0.00% | −38−33.3% | Reduced |
| Rise Advisors, LLC | 75 | $14.8K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 75 | $14.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 69 | $13.6K | 0.00% | −3−4.2% | Reduced |
| Bell Investment Advisors, Inc | 68 | $13.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 65 | $12.8K | 0.00% | +26+66.7% | Added |
| Frazier Financial Advisors, LLC | 61 | $12.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 49 | $10.0K | 0.00% | +43+716.7% | Added |
| Golden State Wealth Management, LLC | 47 | $9.25K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $8.46K | 0.00% | +10+30.3% | Added |
| Hemington Wealth Management | 44 | $8.00K | 0.00% | +4+10.0% | Added |
| 1620 Investment Advisors, Inc. | 40 | $7.87K | 0.01% | −15−27.3% | Reduced |
| LRI Investments, LLC | 39 | $7.68K | 0.00% | +39 | New |
| First Pacific Financial | 34 | $6.69K | 0.00% | −5−12.8% | Reduced |
| Harbour Investments, Inc. | 32 | $6.30K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 29 | $5.71K | 0.00% | −1−3.3% | Reduced |
| North Capital, Inc. | 29 | $5.71K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 27 | $5.31K | 0.00% | −7−20.6% | Reduced |
| Key Financial Inc | 27 | $5.31K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 27 | $5.31K | 0.00% | +27 | New |
| Capital A Wealth Management, LLC | 33 | $5.00K | 0.06% | +33 | New |
| CVA Family Office, LLC | 25 | $4.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $4.92K | 0.00% | +2+8.7% | Added |
| Decker Retirement Planning Inc. | 25 | $4.92K | 0.00% | +25 | New |
| FSA Wealth Management LLC | 23 | $4.53K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $4.35K | 0.00% | −99−81.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $4.33K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $3.94K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $3.81K | 0.00% | +13+216.7% | Added |
| Grove Bank & Trust | 19 | $3.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $3.35K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16 | $3.15K | 0.00% | +16 | New |
| Addison Advisors LLC | 15 | $2.95K | 0.00% | −28−65.1% | Reduced |
| GWM Advisors LLC | 15 | $2.95K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 13 | $2.86K | 0.00% | +13 | New |
| HM Payson & Co | 14 | $2.75K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 13 | $2.56K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $2.16K | 0.00% | +3+37.5% | Added |