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, Q3 2025
Institutional positions in Affiliated Managers Group, Inc. as of Sep 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
- 451
- +26 vs. Q2 2025
- Shares held
- 26.5M
- +5.51K (0.0%) vs. Q2 2025
- Total value
- $6.32B
- +$1.11B (+21.2%) vs. Q2 2025
- New holders
- 61
- 141 more added
- Sold out
- 35
- 163 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,821,855 | $672.8M | 0.01% | −8450.0% | Reduced |
| Vanguard Group Inc | 2,772,278 | $661.0M | 0.01% | −39,836−1.4% | Reduced |
| Morgan Stanley | 1,941,518 | $462.9M | 0.03% | −75,976−3.8% | Reduced |
| Ariel Investments, LLC | 1,263,824 | $301.3M | 3.22% | −91,251−6.7% | Reduced |
| Clarkston Capital Partners, LLC | 1,232,333 | $293.8M | 6.33% | −203,021−14.1% | Reduced |
| Boston Partners | 1,157,344 | $276.0M | 0.28% | +24,217+2.1% | Added |
| Millennium Management LLC | 1,017,113 | $242.5M | 0.19% | −552,213−35.2% | Reduced |
| State Street Corp | 963,708 | $229.8M | 0.01% | −17,181−1.8% | Reduced |
| Dimensional Fund Advisors LP | 684,116 | $163.1M | 0.04% | +7,891+1.2% | Added |
| Citadel Advisors LLC | 645,141 | $153.8M | 0.12% | +5,353+0.8% | Added |
| Lyrical Asset Management LP | 579,835 | $138.3M | 1.95% | +40,795+7.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 570,275 | $136.0M | 0.46% | −582−0.1% | Reduced |
| Geode Capital Management, LLC | 509,831 | $121.6M | 0.01% | +5,473+1.1% | Added |
| LSV Asset Management | 479,624 | $114.4M | 0.25% | +3,400+0.7% | Added |
| Channing Capital Management, LLC | 425,037 | $101.3M | 2.67% | −5,427−1.3% | Reduced |
| Allianz Asset Management GmbH | 393,161 | $93.7M | 0.12% | +50,219+14.6% | Added |
| UBS Group AG | 350,212 | $83.5M | 0.02% | +172,771+97.4% | Added |
| Balyasny Asset Management LLC | 336,063 | $80.1M | 0.16% | +24,680+7.9% | Added |
| Northern Trust Corp | 334,368 | $79.7M | 0.01% | −783−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 312,568 | $74.5M | 0.01% | +1,201+0.4% | Added |
| Alyeska Investment Group, L.P. | 295,081 | $70.4M | 0.21% | +295,081 | New |
| Kiltearn Partners LLP | 283,814 | $67.7M | 13.56% | −16,300−5.4% | Reduced |
| Bruni J V & Co | 254,989 | $60.8M | 6.14% | −38,746−13.2% | Reduced |
| Holocene Advisors, LP | 253,935 | $60.5M | 0.14% | +152,982+151.5% | Added |
| Price T Rowe Associates Inc | 244,253 | $58.2M | 0.01% | +10,173+4.3% | Added |
| Bank of New York Mellon Corp | 244,143 | $58.2M | 0.01% | −11,636−4.5% | Reduced |
| Fisher Asset Management, LLC | 203,723 | $48.6M | 0.02% | +35,349+21.0% | Added |
| Raymond James Financial Inc | 192,886 | $46.0M | 0.01% | +75,139+63.8% | Added |
| Bank of America Corp | 184,726 | $44.0M | 0.00% | +860.0% | Added |
| FMR LLC | 183,705 | $43.8M | 0.00% | −2,280−1.2% | Reduced |
| First Trust Advisors LP | 161,478 | $38.5M | 0.03% | −73,201−31.2% | Reduced |
| Victory Capital Management Inc | 134,456 | $32.1M | 0.02% | +27,111+25.3% | Added |
| Goldman Sachs Group Inc | 126,079 | $30.1M | 0.00% | +4,975+4.1% | Added |
| JPMorgan Chase & Co | 125,643 | $30.0M | 0.00% | −13,222−9.5% | Reduced |
| New York State Common Retirement Fund | 124,562 | $29.7M | 0.04% | −1,853−1.5% | Reduced |
| Alliancebernstein L.P. | 114,979 | $27.4M | 0.01% | +74,126+181.4% | Added |
| UBS Asset Management Americas Inc | 112,639 | $26.9M | 0.01% | −47,638−29.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 100,948 | $24.1M | 0.04% | +98,601+4,201.2% | Added |
| SEI Investments Co | 97,874 | $23.3M | 0.03% | +37,202+61.3% | Added |
| Retirement Systems of Alabama | 96,837 | $23.1M | 0.08% | −395−0.4% | Reduced |
| Invesco Ltd. | 96,721 | $23.1M | 0.00% | +14,460+17.6% | Added |
| Treasurer of the State of North Carolina | 95,458 | $22.8M | 0.07% | −719−0.7% | Reduced |
| Macquarie Group Ltd | 87,601 | $20.9M | 0.02% | −1,869−2.1% | Reduced |
| North Star Asset Management Inc | 85,334 | $20.3M | 0.83% | −16,747−16.4% | Reduced |
| Royal Bank of Canada | 81,119 | $19.3M | 0.00% | +62,420+333.8% | Added |
| Rhumbline Advisers | 81,059 | $19.3M | 0.02% | +2,458+3.1% | Added |
| Goodman Financial Corp | 80,261 | $19.1M | 3.73% | −1,995−2.4% | Reduced |
| Man Group plc | 78,984 | $18.8M | 0.04% | +4,907+6.6% | Added |
| Polar Capital Holdings Plc | 78,523 | $18.7M | 0.09% | +39,050+98.9% | Added |
| Los Angeles Capital Management LLC | 72,965 | $17.4M | 0.06% | 00.0% | Unchanged |
| Nuveen, LLC | 72,675 | $17.3M | 0.00% | +4,089+6.0% | Added |
| Algert Global LLC | 70,890 | $16.9M | 0.28% | +13,670+23.9% | Added |
| Jane Street Group, LLC | 69,466 | $16.6M | 0.02% | +24,544+54.6% | Added |
| Renaissance Technologies LLC | 67,300 | $16.0M | 0.02% | +22,900+51.6% | Added |
| Wallace Capital Management Inc. | 66,900 | $16.0M | 1.98% | −185−0.3% | Reduced |
| California Public Employees Retirement System | 66,387 | $15.8M | 0.01% | −847−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 65,501 | $15.6M | 0.11% | −9,835−13.1% | Reduced |
| Wells Fargo & Company | 63,554 | $15.2M | 0.00% | +12,160+23.7% | Added |
| Franklin Resources Inc | 53,126 | $15.1M | 0.00% | +17,249+48.1% | Added |
| Principal Financial Group Inc | 63,072 | $15.0M | 0.01% | −1,370−2.1% | Reduced |
| Envestnet Asset Management Inc | 62,449 | $14.9M | 0.00% | +3,728+6.3% | Added |
| Quantinno Capital Management LP | 61,349 | $14.6M | 0.04% | +10,788+21.3% | Added |
| Concentric Capital Strategies, LP | 60,172 | $14.3M | 0.69% | +60,172 | New |
| Swiss National Bank | 55,100 | $13.1M | 0.01% | +100+0.2% | Added |
| Russell Investments Group, Ltd. | 54,306 | $12.9M | 0.01% | −3,342−5.8% | Reduced |
| Ameriprise Financial Inc | 52,729 | $12.6M | 0.00% | +1,728+3.4% | Added |
| Deutsche Bank AG | 51,253 | $12.2M | 0.00% | +321+0.6% | Added |
| Reinhart Partners, Inc. | 48,570 | $11.6M | 0.38% | −15,840−24.6% | Reduced |
| Public Employees Retirement System of Ohio | 47,395 | $11.3M | 0.04% | +18,886+66.2% | Added |
| Barclays PLC | 47,298 | $11.3M | 0.00% | −47,545−50.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,905 | $11.2M | 0.02% | +3,662+8.5% | Added |
| Legal & General Group Plc | 46,298 | $11.0M | 0.00% | −1,922−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 44,610 | $10.6M | 0.01% | −2,462−5.2% | Reduced |
| Nordea Investment Management AB | 44,580 | $10.6M | 0.01% | +2,408+5.7% | Added |
| Thrivent Financial for Lutherans | 39,633 | $9.45M | 0.02% | +25,394+178.3% | Added |
| Storebrand Asset Management AS | 38,578 | $9.20M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 38,355 | $9.14M | 0.04% | −62,067−61.8% | Reduced |
| New York State Teachers Retirement System | 36,566 | $8.72M | 0.02% | −247−0.7% | Reduced |
| Calamos Advisors LLC | 35,430 | $8.45M | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 31,192 | $7.44M | 0.06% | +4,981+19.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 29,050 | $6.93M | 0.28% | +800+2.8% | Added |
| Nicola Wealth Management Ltd. | 29,000 | $6.91M | 0.62% | +7,000+31.8% | Added |
| Assetmark, Inc | 28,270 | $6.74M | 0.01% | −1,075−3.7% | Reduced |
| Edgestream Partners, L.P. | 28,093 | $6.70M | 0.20% | +28,093 | New |
| California State Teachers Retirement System | 27,453 | $6.55M | 0.01% | +10.0% | Added |
| Sterling Capital Management LLC | 27,027 | $6.44M | 0.09% | +523+2.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 26,123 | $6.23M | 0.10% | +5,940+29.4% | Added |
| Moran Wealth Management, LLC | 25,401 | $6.06M | 0.18% | −249−1.0% | Reduced |
| Great West Life Assurance Co | 25,136 | $5.99M | 0.01% | +318+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 24,858 | $5.93M | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 24,481 | $5.84M | 0.00% | +14,234+138.9% | Added |
| OP Asset Management Ltd | 23,408 | $5.58M | 0.07% | +22,583+2,737.3% | Added |
| Genus Capital Management Inc. | 22,635 | $5.40M | 0.63% | +20,175+820.1% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 22,467 | $5.36M | 9.55% | +22,467 | New |
| Manufacturers Life Insurance Company, The | 20,523 | $4.89M | 0.00% | −712−3.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 20,516 | $4.89M | 0.01% | +2,307+12.7% | Added |
| State Board of Administration of Florida Retirement System | 20,108 | $4.79M | 0.01% | −3,300−14.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 20,100 | $4.79M | 0.02% | +10,200+103.0% | Added |
| Amplius Wealth Advisors, LLC | 19,596 | $4.67M | 0.40% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 19,476 | $4.64M | 0.01% | 00.0% | Unchanged |