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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 2,263 | $539.6K | 0.00% | −120−5.0% | Reduced |
| Point72 Hong Kong Ltd | 2,287 | $545.3K | 0.03% | +2,187+2,187.0% | Added |
| Empowered Funds, LLC | 2,335 | $556.7K | 0.01% | +2,335 | New |
| Coldstream Capital Management Inc | 2,354 | $561.3K | 0.01% | +11+0.5% | Added |
| AdvisorShares Investments LLC | 2,365 | $563.9K | 0.09% | −30−1.3% | Reduced |
| Dodge & Cox | 2,400 | $572.2K | 0.00% | −600−20.0% | Reduced |
| Sequoia Financial Advisors, LLC | 2,459 | $586.3K | 0.00% | +820+50.0% | Added |
| Harbor Advisors LLC | 2,500 | $596.1K | 0.09% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,534 | $608.1K | 0.00% | −83−3.2% | Reduced |
| Colony Group, LLC | 2,778 | $608.6K | 0.00% | −116−4.0% | Reduced |
| FJ Capital Management LLC | 2,557 | $609.7K | 0.07% | +2,557 | New |
| RBF Capital, LLC | 2,600 | $619.9K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,651 | $632.1K | 0.01% | +1,315+98.4% | Added |
| Public Employees Retirement Association of Colorado | 2,662 | $635.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,667 | $635.9K | 0.01% | −33−1.2% | Reduced |
| Mercer Global Advisors Inc | 2,669 | $636.4K | 0.00% | +361+15.6% | Added |
| Sepio Capital, LP | 2,696 | $642.8K | 0.04% | +8+0.3% | Added |
| HighTower Advisors, LLC | 2,701 | $644.0K | 0.00% | +194+7.7% | Added |
| CSM Advisors, LLC | 2,708 | $646.0K | 0.02% | −1,350−33.3% | Reduced |
| Stifel Financial Corp | 2,754 | $656.5K | 0.00% | +86+3.2% | Added |
| Gamco Investors, Inc. Et Al | 2,775 | $661.6K | 0.01% | +375+15.6% | Added |
| Cerity Partners LLC | 2,794 | $666.0K | 0.00% | −2,941−51.3% | Reduced |
| Vestcor Inc | 2,883 | $687.0K | 0.02% | +640+28.5% | Added |
| Prudential Financial Inc | 2,907 | $693.1K | 0.00% | −349−10.7% | Reduced |
| Oak Thistle LLC | 2,958 | $705.3K | 0.11% | −785−21.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,967 | $707.4K | 0.17% | −897−23.2% | Reduced |
| Radnor Capital Management, LLC | 2,970 | $708.1K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,999 | $715.1K | 0.00% | +599+25.0% | Added |
| Advisor Group Holdings, Inc. | 3,026 | $719.2K | 0.00% | +1,575+108.5% | Added |
| Engineers Gate Manager LP | 3,104 | $740.1K | 0.01% | −489−13.6% | Reduced |
| Landscape Capital Management, L.L.C. | 3,126 | $745.3K | 0.05% | +3,126 | New |
| Cresset Asset Management, LLC | 3,127 | $745.6K | 0.00% | +14+0.4% | Added |
| Xponance, Inc. | 3,146 | $750.1K | 0.01% | −32−1.0% | Reduced |
| Quadrant Capital Group LLC | 3,174 | $756.8K | 0.02% | +64+2.1% | Added |
| Rockefeller Capital Management L.P. | 3,176 | $757.3K | 0.00% | +3,176 | New |
| MQS Management LLC | 3,180 | $758.2K | 0.44% | +643+25.3% | Added |
| Truist Financial Corp | 3,203 | $763.7K | 0.00% | +794+33.0% | Added |
| Ethic Inc. | 3,306 | $788.2K | 0.01% | +407+14.0% | Added |
| Farther Finance Advisors, LLC | 3,327 | $793.2K | 0.01% | +461+16.1% | Added |
| Guinness Asset Management LTD | 3,432 | $819.3K | 0.01% | +236+7.4% | Added |
| Welch & Forbes LLC | 3,500 | $834.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,561 | $849.0K | 0.00% | +49+1.4% | Added |
| Kovitz Investment Group Partners, LLC | 3,577 | $852.8K | 0.00% | +457+14.6% | Added |
| Kendall Capital Management | 3,605 | $859.5K | 0.19% | −250−6.5% | Reduced |
| Custom Index Systems, LLC | 3,609 | $860.5K | 0.26% | +1,259+53.6% | Added |
| Federated Hermes, Inc. | 3,667 | $874.3K | 0.00% | −823−18.3% | Reduced |
| Point72 Asset Management, L.P. | 3,779 | $901.0K | 0.00% | −26,021−87.3% | Reduced |
| Pacer Advisors, Inc. | 3,788 | $903.2K | 0.00% | +3,788 | New |
| Advisory Services Network, LLC | 3,848 | $917.5K | 0.01% | +301+8.5% | Added |
| Pictet Asset Management Holding SA | 3,868 | $922.2K | 0.00% | −690−15.1% | Reduced |
| Brown Brothers Harriman & Co | 3,905 | $931.1K | 0.01% | −406−9.4% | Reduced |
| Picton Mahoney Asset Management | 3,917 | $934.0K | 0.01% | +509+14.9% | Added |
| Williamson Legacy Group, LLC | 4,047 | $964.9K | 0.75% | +4,047 | New |
| SG Americas Securities, LLC | 4,137 | $986.0K | 0.00% | +1,051+34.1% | Added |
| Traub Capital Management LLC | 4,575 | $1.09M | 1.08% | −200−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 4,582 | $1.09M | 0.00% | −5,360−53.9% | Reduced |
| Mackenzie Financial Corp | 4,762 | $1.14M | 0.00% | +950+24.9% | Added |
| Ronald Blue Trust, Inc. | 4,787 | $1.14M | 0.01% | +19+0.4% | Added |
| Vise Technologies, Inc. | 4,856 | $1.16M | 0.04% | −275−5.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,902 | $1.17M | 0.00% | −574−10.5% | Reduced |
| Mariner, LLC | 4,924 | $1.17M | 0.00% | +111+2.3% | Added |
| Two Sigma Advisers, LP | 5,000 | $1.19M | 0.00% | −2,000−28.6% | Reduced |
| Redwood Investment Management, LLC | 5,032 | $1.20M | 0.13% | −1,934−27.8% | Reduced |
| L2 Asset Management, LLC | 5,253 | $1.25M | 0.18% | +478+10.0% | Added |
| Ameritas Investment Partners, Inc. | 5,326 | $1.27M | 0.04% | −194−3.5% | Reduced |
| Lazard Asset Management LLC | 5,327 | $1.27M | 0.00% | +5,319+66,487.5% | Added |
| Resources Investment Advisors, LLC. | 5,425 | $1.29M | 0.01% | −87−1.6% | Reduced |
| Neuberger Berman Group LLC | 5,531 | $1.32M | 0.00% | −58−1.0% | Reduced |
| Penn Capital Management Co Inc | 5,450 | $1.32M | 0.10% | −2,156−28.3% | Reduced |
| Oregon Public Employees Retirement Fund | 5,697 | $1.36M | 0.02% | −150−2.6% | Reduced |
| Martingale Asset Management L P | 5,762 | $1.37M | 0.03% | −890−13.4% | Reduced |
| CWM, LLC | 5,990 | $1.43M | 0.00% | −496−7.6% | Reduced |
| LPL Financial LLC | 6,210 | $1.48M | 0.00% | +2,769+80.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,333 | $1.51M | 0.02% | −14−0.2% | Reduced |
| Citadel Investment Advisory, Inc. | 6,432 | $1.53M | 0.70% | −17−0.3% | Reduced |
| New Mexico Educational Retirement Board | 6,500 | $1.55M | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,549 | $1.56M | 0.04% | +4,277+188.2% | Added |
| Interval Partners, LP | 6,703 | $1.60M | 0.03% | −15,913−70.4% | Reduced |
| State of Michigan Retirement System | 6,719 | $1.60M | 0.01% | −100−1.5% | Reduced |
| Kestra Investment Management, LLC | 6,783 | $1.62M | 0.04% | −7,547−52.7% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 6,838 | $1.63M | 0.08% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,839 | $1.63M | 0.02% | +4,044+144.7% | Added |
| Kennondale Capital Management LLC | 6,976 | $1.66M | 1.27% | +2,084+42.6% | Added |
| SkyView Investment Advisors, LLC | 7,089 | $1.69M | 0.21% | +92+1.3% | Added |
| Cubist Systematic Strategies, LLC | 7,215 | $1.72M | 0.02% | +958+15.3% | Added |
| Walleye Capital LLC | 7,265 | $1.73M | 0.01% | +7,265 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,292 | $1.74M | 0.01% | −12−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,377 | $1.76M | 0.00% | +464+6.7% | Added |
| Creative Planning | 7,469 | $1.78M | 0.00% | +1,162+18.4% | Added |
| Two Sigma Investments, LP | 7,495 | $1.79M | 0.00% | +7,495 | New |
| Wedge Capital Management L L P | 7,501 | $1.79M | 0.03% | −1,001−11.8% | Reduced |
| Commerce Bank | 7,541 | $1.80M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,738 | $1.84M | 0.01% | +1,870+31.9% | Added |
| American Century Companies Inc | 7,864 | $1.88M | 0.00% | −688−8.0% | Reduced |
| Cetera Investment Advisers | 7,870 | $1.88M | 0.00% | +2,195+38.7% | Added |
| Diversified Trust Co | 7,896 | $1.88M | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,900 | $1.88M | 0.03% | −100−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 7,973 | $1.90M | 0.01% | −10.0% | Reduced |
| Arizona State Retirement System | 8,413 | $2.01M | 0.01% | +13+0.2% | Added |
| KLP Kapitalforvaltning AS | 8,600 | $2.05M | 0.01% | −1,300−13.1% | Reduced |