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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ3 2025: 451 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ3 2025: $6.32B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1$00.00%00.0%Unchanged
Raleigh Capital Management Inc.0$10.00%0New
Rothschild Investment LLC1$2380.00%−1−50.0%Reduced
TFC Financial Management1$2390.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$4770.00%00.0%Unchanged
AdvisorNet Financial, Inc3$7150.00%00.0%Unchanged
Financial Management Professionals, Inc.3$7150.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$7150.00%00.0%Unchanged
WPG Advisers, LLC3$7150.00%00.0%Unchanged
HFM Investment Advisors, LLC3$7150.00%00.0%Unchanged
Central Trust Co3$7160.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$7160.00%00.0%Unchanged
UMA Financial Services, Inc.3$7160.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC4$9530.00%+1+33.3%Added
Logan Capital Management Inc4$9540.00%00.0%Unchanged
Bogart Wealth, LLC4$9540.00%00.0%Unchanged
CoreCap Advisors, LLC4$9540.00%00.0%Unchanged
Avion Wealth7$1.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC5$1.00K0.00%+5New
NBC Securities, Inc.5$1.19K0.00%+5New
SJS Investment Consulting Inc.5$1.19K0.00%00.0%Unchanged
Cromwell Holdings LLC5$1.19K0.00%00.0%Unchanged
South State Corp.6$1.43K0.00%00.0%Unchanged
Rialto Wealth Management, LLC6$1.43K0.00%00.0%Unchanged
First Horizon Corp6$1.43K0.00%+6New
Kayne Anderson Rudnick Investment Management LLC6$1.51K0.00%−13−68.4%Reduced
DiNuzzo Private Wealth, Inc.8$1.80K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC8$1.83K0.00%+3+60.0%Added
S&T Bank8$1.91K0.00%+8New
Kilter Group LLC8$1.91K0.00%00.0%Unchanged
JPL Wealth Management, LLC9$2.15K0.00%+9New
Wealth Watch Advisors, INC9$2.15K0.00%+9New
Fortitude Family Office, LLC10$2.38K0.00%00.0%Unchanged
Binnacle Investments Inc12$2.86K0.00%+12New
Oakworth Capital, Inc.13$3.10K0.00%00.0%Unchanged
Tortoise Investment Management, LLC13$3.10K0.00%+2+18.2%Added
Massmutual Trust Co FSB14$3.34K0.00%−29−67.4%Reduced
HM Payson & Co14$3.34K0.00%00.0%Unchanged
GWM Advisors LLC15$3.58K0.00%00.0%Unchanged
Addison Advisors LLC15$3.58K0.00%00.0%Unchanged
Mather Group, LLC.17$4.05K0.00%+17New
Private Wealth Management Group, LLC17$4.05K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.18$4.29K0.00%+18New
Caldwell Sutter Capital, Inc.19$4.53K0.00%+19New
Creative Financial Designs Inc20$4.77K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC22$5.25K0.00%00.0%Unchanged
FSA Wealth Management LLC23$5.48K0.00%00.0%Unchanged
True Wealth Design, LLC23$5.53K0.00%+13+130.0%Added
Farmers & Merchants Investments Inc25$5.96K0.00%00.0%Unchanged
CVA Family Office, LLC25$5.96K0.00%00.0%Unchanged
Key Financial Inc27$6.24K0.00%00.0%Unchanged
Clearstead Advisors, LLC27$6.44K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.28$6.68K0.01%−201−87.8%Reduced
JFS Wealth Advisors, LLC29$6.92K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC30$7.15K0.00%−39−56.5%Reduced
1620 Investment Advisors, Inc.30$7.15K0.00%−10−25.0%Reduced
North Capital, Inc.30$7.15K0.01%+1+3.4%Added
Geneos Wealth Management Inc.32$7.63K0.00%−33−50.8%Reduced
Harbour Investments, Inc.32$7.63K0.00%00.0%Unchanged
First Pacific Financial34$8.11K0.00%00.0%Unchanged
Grove Bank & Trust35$8.35K0.00%+16+84.2%Added
LRI Investments, LLC39$9.30K0.00%00.0%Unchanged
Bullock Wealth Management Group41$9.47K0.00%+41New
Toronto Dominion Bank40$10.0K0.00%+40New
Hemington Wealth Management49$11.0K0.00%+5+11.4%Added
Golden State Wealth Management, LLC47$11.2K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC49$11.7K0.00%+49New
Optiver Holding B.V.52$12.4K0.00%+25+92.6%Added
Delta Asset Management LLC53$12.6K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC61$14.5K0.01%00.0%Unchanged
Wealthspire Advisors, LLC63$15.0K0.00%+63New
Bell Investment Advisors, Inc68$16.2K0.00%00.0%Unchanged
Bokf, NA71$16.9K0.00%+71New
N.E.W. Advisory Services LLC75$17.9K0.00%00.0%Unchanged
Rise Advisors, LLC75$17.9K0.01%00.0%Unchanged
Asset Dedication, LLC76$18.1K0.00%00.0%Unchanged
IFP Advisors, Inc76$18.1K0.00%00.0%Unchanged
Goodman Advisory Group, LLC81$19.3K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.90$21.5K0.00%−3,050−97.1%Reduced
SBI Securities Co., Ltd.93$22.2K0.00%00.0%Unchanged
Parkside Financial Bank & Trust96$22.9K0.00%00.0%Unchanged
Smartleaf Asset Management LLC98$23.4K0.00%+76+345.5%Added
Trust Co of Toledo NA99$23.6K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.102$24.3K0.00%−84−45.2%Reduced
Covestor Ltd113$28.0K0.02%−280−71.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.132$31.5K0.00%00.0%Unchanged
Root Financial Partners, LLC140$33.4K0.00%+140New
Meeder Asset Management Inc142$33.9K0.00%+142New
Hantz Financial Services, Inc.142$34.0K0.00%+93+189.8%Added
WealthCollab, LLC163$38.9K0.02%00.0%Unchanged
Millstone Evans Group, LLC176$42.0K0.03%+52+41.9%Added
Whittier Trust Co190$46.2K0.00%00.0%Unchanged
Bryn Mawr Trust Co198$47.2K0.00%−53−21.1%Reduced
Quarry LP212$50.5K0.01%−108−33.8%Reduced
Global Retirement Partners, LLC214$51.0K0.00%+198+1,237.5%Added
BI Asset Management Fondsmaeglerselskab A/S216$52.0K0.00%00.0%Unchanged
Huntington National Bank220$52.5K0.00%−321−59.3%Reduced
EverSource Wealth Advisors, LLC236$56.3K0.00%−45−16.0%Reduced
Jones Financial Companies LLLP246$58.8K0.00%+84+51.9%Added
Private Trust Co NA274$65.3K0.01%−27−9.0%Reduced