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 |
|---|---|---|---|---|---|
| American National Bank | 277 | $66.0K | 0.01% | −16−5.5% | Reduced |
| National Bank of Canada | 303 | $72.2K | 0.00% | −3,008−90.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 308 | $73.0K | 0.00% | +4+1.3% | Added |
| Principal Securities, Inc. | 315 | $75.0K | 0.00% | +213+208.8% | Added |
| Nomura Asset Management Co Ltd | 320 | $76.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 326 | $77.7K | 0.00% | +1+0.3% | Added |
| Truvestments Capital LLC | 330 | $78.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 331 | $79.0K | 0.00% | +156+89.1% | Added |
| Rossby Financial, LCC | 345 | $79.7K | 0.03% | −13−3.6% | Reduced |
| Versant Capital Management, Inc | 342 | $81.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 360 | $86.0K | 0.00% | −50−12.2% | Reduced |
| Umb Bank N A | 366 | $87.3K | 0.00% | −29−7.3% | Reduced |
| State of Wyoming | 372 | $88.7K | 0.01% | +1+0.3% | Added |
| Allworth Financial LP | 437 | $104.1K | 0.00% | +34+8.4% | Added |
| Shell Asset Management Co | 460 | $110.0K | 0.01% | −737−61.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 538 | $128.3K | 0.03% | +538 | New |
| Cullen/Frost Bankers, Inc. | 540 | $128.8K | 0.00% | −61−10.1% | Reduced |
| Signaturefd, LLC | 558 | $133.0K | 0.00% | +6+1.1% | Added |
| Ci Investments Inc. | 629 | $150.0K | 0.00% | −50−7.4% | Reduced |
| Quest Partners LLC | 643 | $153.3K | 0.01% | +643 | New |
| STRS Ohio | 660 | $157.4K | 0.00% | −9,887−93.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 677 | $161.4K | 0.00% | +3+0.4% | Added |
| USA Financial Portformulas Corp | 748 | $178.3K | 0.03% | +748 | New |
| Lingohr & Partner Asset Management GmbH | 843 | $201.0K | 0.35% | +843 | New |
| KBC Group NV | 873 | $208.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 873 | $208.0K | 0.00% | +873 | New |
| TD Private Client Wealth LLC | 889 | $212.0K | 0.00% | −50−5.3% | Reduced |
| MBB Public Markets I LLC | 894 | $213.2K | 0.03% | +894 | New |
| Farringdon Capital, Ltd. | 896 | $213.6K | 0.05% | +896 | New |
| Autumn Glory Partners, LLC | 925 | $220.5K | 0.09% | +925 | New |
| Childress Capital Advisors, LLC | 926 | $220.8K | 0.04% | +926 | New |
| Keystone Financial Services | 942 | $224.6K | 0.07% | +942 | New |
| Transcend Wealth Collective, LLC | 949 | $226.3K | 0.02% | +949 | New |
| Cooper Financial Group | 951 | $226.7K | 0.03% | +951 | New |
| Captrust Financial Advisors | 969 | $231.0K | 0.00% | −824−46.0% | Reduced |
| Chicago Partners Investment Group LLC | 964 | $231.9K | 0.01% | +964 | New |
| Atria Investments LLC | 977 | $232.8K | 0.00% | +977 | New |
| Cookson Peirce & Co Inc | 981 | $233.9K | 0.01% | +981 | New |
| Parallel Advisors, LLC | 988 | $235.6K | 0.00% | −10−1.0% | Reduced |
| Syon Capital LLC | 989 | $235.8K | 0.01% | +989 | New |
| Birch Financial Group, LLC | 999 | $238.3K | 0.14% | −89−8.2% | Reduced |
| Shelton Capital Management | 1,008 | $240.3K | 0.01% | −51−4.8% | Reduced |
| Warren Averett Asset Management, LLC | 1,016 | $242.2K | 0.00% | −39−3.7% | Reduced |
| CIBC Asset Management Inc | 1,023 | $243.9K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,040 | $248.0K | 0.01% | +1,040 | New |
| AlphaCore Capital LLC | 1,047 | $249.6K | 0.01% | +799+322.2% | Added |
| Marshall Wace, LLP | 1,053 | $251.1K | 0.00% | −7,696−88.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,058 | $252.0K | 0.00% | −23−2.1% | Reduced |
| EMC Capital Management | 1,061 | $253.0K | 0.12% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,068 | $254.6K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 1,079 | $257.3K | 0.00% | −10−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,081 | $257.7K | 0.02% | +25+2.4% | Added |
| Bank of New Hampshire | 1,104 | $263.2K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 1,108 | $264.2K | 0.00% | −5−0.4% | Reduced |
| RSM US Wealth Management LLC | 1,121 | $267.3K | 0.00% | −152−11.9% | Reduced |
| Bayforest Capital Ltd | 1,121 | $267.3K | 0.13% | +1,121 | New |
| Cadent Capital Advisors, LLC | 1,134 | $270.4K | 0.07% | −50−4.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,143 | $271.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,142 | $273.0K | 0.00% | −175−13.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $274.2K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,187 | $282.9K | 0.00% | −4−0.3% | Reduced |
| ProShare Advisors LLC | 1,208 | $288.0K | 0.00% | −52−4.1% | Reduced |
| MML Investors Services, LLC | 1,213 | $289.2K | 0.00% | +120+11.0% | Added |
| Quent Capital, LLC | 1,214 | $289.5K | 0.02% | +1+0.1% | Added |
| Sheets Smith Wealth Management | 1,227 | $292.6K | 0.03% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 1,240 | $296.0K | 0.00% | +1,240 | New |
| M&T Bank Corp | 1,278 | $304.7K | 0.00% | −360−22.0% | Reduced |
| Tolleson Wealth Management, Inc. | 1,319 | $314.5K | 0.05% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 1,326 | $316.2K | 0.02% | −55,906−97.7% | Reduced |
| GAMMA Investing LLC | 1,333 | $317.8K | 0.02% | +81+6.5% | Added |
| Swiss Life Asset Management Ltd | 1,346 | $320.9K | 0.00% | +1,346 | New |
| Point72 (DIFC) Ltd | 1,358 | $323.9K | 0.02% | +882+185.3% | Added |
| Polymer Capital Management (US) LLC | 1,369 | $326.4K | 0.04% | −770−36.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,374 | $327.6K | 0.02% | −45−3.2% | Reduced |
| Maryland State Retirement & Pension System | 1,376 | $328.1K | 0.01% | −191−12.2% | Reduced |
| Investment Partners, Ltd. | 1,380 | $329.1K | 0.12% | −100−6.8% | Reduced |
| Forum Financial Management, LP | 1,385 | $330.2K | 0.00% | +1+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,416 | $337.6K | 0.05% | −4,087−74.3% | Reduced |
| Cornerstone Investment Partners, LLC | 1,441 | $343.6K | 0.01% | −578−28.6% | Reduced |
| HSBC Holdings PLC | 1,470 | $350.5K | 0.00% | +32+2.2% | Added |
| Utah Retirement Systems | 1,477 | $352.2K | 0.00% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 1,510 | $360.0K | 0.07% | −38−2.5% | Reduced |
| Cetera Trust Company, N.A | 1,580 | $376.7K | 0.21% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,588 | $378.8K | 0.00% | −1,642−50.8% | Reduced |
| Jupiter Asset Management Ltd | 1,619 | $386.0K | 0.00% | +1,619 | New |
| Callan Family Office, LLC | 1,620 | $386.3K | 0.01% | −93−5.4% | Reduced |
| Dark Forest Capital Management LP | 1,638 | $390.5K | 0.01% | +1,638 | New |
| Procyon Private Wealth Partners, LLC | 1,648 | $392.9K | 0.02% | +50+3.1% | Added |
| Toroso Investments, LLC | 1,731 | $412.7K | 0.00% | +181+11.7% | Added |
| Greenleaf Trust | 1,775 | $423.2K | 0.00% | −1−0.1% | Reduced |
| Glenmede Investment Management, LP | 1,792 | $427.3K | 0.00% | +67+3.9% | Added |
| Hancock Whitney Corp | 1,855 | $442.3K | 0.01% | −13−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,874 | $446.8K | 0.01% | +1,298+225.3% | Added |
| Susquehanna International Group, LLP | 1,879 | $448.0K | 0.00% | −2,017−51.8% | Reduced |
| South Dakota Investment Council | 1,888 | $450.0K | 0.01% | −300−13.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,978 | $471.6K | 0.01% | −107−5.1% | Reduced |
| Brevan Howard Capital Management LP | 2,004 | $477.8K | 0.01% | −7,072−77.9% | Reduced |
| Securian Asset Management, Inc | 2,118 | $505.0K | 0.01% | −100−4.5% | Reduced |
| Squarepoint Ops LLC | 2,185 | $521.0K | 0.00% | −46−2.1% | Reduced |
| Schubert & Co | 2,203 | $525.3K | 0.39% | +6+0.3% | Added |