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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 8,818 | $2.10M | 0.01% | +289+3.4% | Added |
| Entropy Technologies, LP | 9,024 | $2.15M | 0.16% | +4,037+81.0% | Added |
| Teachers Retirement System of the State of Kentucky | 9,062 | $2.16M | 0.02% | −2,000−18.1% | Reduced |
| CI Private Wealth, LLC | 9,180 | $2.19M | 0.00% | +731+8.7% | Added |
| Citigroup Inc | 9,363 | $2.23M | 0.00% | +77+0.8% | Added |
| Yousif Capital Management, LLC | 9,536 | $2.27M | 0.02% | −806−7.8% | Reduced |
| State of New Jersey Common Pension Fund D | 9,742 | $2.32M | 0.01% | −990−9.2% | Reduced |
| JustInvest LLC | 9,947 | $2.37M | 0.02% | −249−2.4% | Reduced |
| Handelsbanken Fonder AB | 10,000 | $2.38M | 0.01% | +2,400+31.6% | Added |
| LGT Capital Partners Ltd. | 10,100 | $2.41M | 0.12% | −51,715−83.7% | Reduced |
| Intech Investment Management LLC | 10,314 | $2.46M | 0.02% | −2,127−17.1% | Reduced |
| Comerica Bank | 10,398 | $2.48M | 0.01% | −720−6.5% | Reduced |
| Ieq Capital, LLC | 10,529 | $2.51M | 0.01% | +10,529 | New |
| Credit Agricole S A | 10,683 | $2.55M | 0.01% | +10,683 | New |
| Blair William & Co | 10,736 | $2.56M | 0.01% | −149−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,746 | $2.56M | 0.02% | −367−3.3% | Reduced |
| Oliver Luxxe Assets LLC | 11,210 | $2.67M | 0.42% | +11,210 | New |
| State of Wisconsin Investment Board | 11,260 | $2.68M | 0.01% | −16−0.1% | Reduced |
| State of Tennessee, Treasury Department | 11,353 | $2.71M | 0.01% | −1,500−11.7% | Reduced |
| Voya Investment Management LLC | 11,356 | $2.71M | 0.00% | −15,378−57.5% | Reduced |
| HRT Financial LP | 11,401 | $2.72M | 0.01% | +1,981+21.0% | Added |
| Henshaw Capital LLC | 11,541 | $2.75M | 0.10% | +10.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $2.80M | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 11,947 | $2.85M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,074 | $2.88M | 0.01% | +12,074 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 12,100 | $2.89M | 0.01% | +12,100 | New |
| Police & Firemen's Retirement System of New Jersey | 12,413 | $2.96M | 0.02% | +1,809+17.1% | Added |
| Jump Financial, LLC | 12,692 | $3.03M | 0.04% | +2,969+30.5% | Added |
| Amalgamated Bank | 12,990 | $3.10M | 0.02% | −129−1.0% | Reduced |
| Mubadala Investment Co PJSC | 13,032 | $3.11M | 0.02% | +13,032 | New |
| Mutual of America Capital Management LLC | 13,122 | $3.13M | 0.03% | −1,016−7.2% | Reduced |
| Danske Bank A/S | 13,497 | $3.22M | 0.01% | +13,160+3,905.0% | Added |
| Horizon Investments, LLC | 14,015 | $3.34M | 0.04% | +8,795+168.5% | Added |
| Kestra Advisory Services, LLC | 14,042 | $3.35M | 0.02% | −1,128−7.4% | Reduced |
| Bridgewater Associates, LP | 14,334 | $3.42M | 0.01% | −95,914−87.0% | Reduced |
| MetLife Investment Management | 14,590 | $3.48M | 0.02% | +14,590 | New |
| Bank of Montreal | 14,663 | $3.50M | 0.00% | −950−6.1% | Reduced |
| Voloridge Investment Management, LLC | 14,739 | $3.51M | 0.01% | −3,743−20.3% | Reduced |
| Long Road Investment Counsel, LLC | 15,096 | $3.60M | 1.27% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 15,111 | $3.60M | 0.68% | +7,189+90.7% | Added |
| Pathstone Holdings, LLC | 15,647 | $3.73M | 0.01% | +70.0% | Added |
| Carnegie Capital Asset Management, LLC | 15,717 | $3.75M | 0.07% | −210−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 15,728 | $3.75M | 0.04% | −1,891−10.7% | Reduced |
| CWC Advisors, LLC. | 16,309 | $3.89M | 1.90% | −160−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 16,454 | $3.92M | 0.05% | −1,980−10.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,558 | $3.95M | 0.01% | −163−1.0% | Reduced |
| Carrera Capital Advisors | 18,014 | $4.30M | 0.77% | +18,014 | New |
| State of Alaska, Department of Revenue | 18,115 | $4.32M | 0.04% | −90−0.5% | Reduced |
| Poehling Capital Management, LLC | 18,318 | $4.37M | 0.92% | −74−0.4% | Reduced |
| Seascape Capital Management | 18,377 | $4.38M | 1.26% | +1,640+9.8% | Added |
| ExodusPoint Capital Management, LP | 19,217 | $4.58M | 0.06% | +19,217 | New |
| Robeco Institutional Asset Management B.V. | 19,476 | $4.64M | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 19,596 | $4.67M | 0.40% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 20,100 | $4.79M | 0.02% | +10,200+103.0% | Added |
| State Board of Administration of Florida Retirement System | 20,108 | $4.79M | 0.01% | −3,300−14.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 20,516 | $4.89M | 0.01% | +2,307+12.7% | Added |
| Manufacturers Life Insurance Company, The | 20,523 | $4.89M | 0.00% | −712−3.4% | Reduced |
| Paragon Associates & Paragon Associates II Joint Venture | 22,467 | $5.36M | 9.55% | +22,467 | New |
| Genus Capital Management Inc. | 22,635 | $5.40M | 0.63% | +20,175+820.1% | Added |
| OP Asset Management Ltd | 23,408 | $5.58M | 0.07% | +22,583+2,737.3% | Added |
| Schroder Investment Management Group | 24,481 | $5.84M | 0.00% | +14,234+138.9% | Added |
| Arrowstreet Capital, Limited Partnership | 24,858 | $5.93M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 25,136 | $5.99M | 0.01% | +318+1.3% | Added |
| Moran Wealth Management, LLC | 25,401 | $6.06M | 0.18% | −249−1.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 26,123 | $6.23M | 0.10% | +5,940+29.4% | Added |
| Sterling Capital Management LLC | 27,027 | $6.44M | 0.09% | +523+2.0% | Added |
| California State Teachers Retirement System | 27,453 | $6.55M | 0.01% | +10.0% | Added |
| Edgestream Partners, L.P. | 28,093 | $6.70M | 0.20% | +28,093 | New |
| Assetmark, Inc | 28,270 | $6.74M | 0.01% | −1,075−3.7% | Reduced |
| Nicola Wealth Management Ltd. | 29,000 | $6.91M | 0.62% | +7,000+31.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 29,050 | $6.93M | 0.28% | +800+2.8% | Added |
| Zacks Investment Management | 31,192 | $7.44M | 0.06% | +4,981+19.0% | Added |
| Calamos Advisors LLC | 35,430 | $8.45M | 0.03% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 36,566 | $8.72M | 0.02% | −247−0.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 38,355 | $9.14M | 0.04% | −62,067−61.8% | Reduced |
| Storebrand Asset Management AS | 38,578 | $9.20M | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 39,633 | $9.45M | 0.02% | +25,394+178.3% | Added |
| Nordea Investment Management AB | 44,580 | $10.6M | 0.01% | +2,408+5.7% | Added |
| D. E. Shaw & Co., Inc. | 44,610 | $10.6M | 0.01% | −2,462−5.2% | Reduced |
| Legal & General Group Plc | 46,298 | $11.0M | 0.00% | −1,922−4.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,905 | $11.2M | 0.02% | +3,662+8.5% | Added |
| Barclays PLC | 47,298 | $11.3M | 0.00% | −47,545−50.1% | Reduced |
| Public Employees Retirement System of Ohio | 47,395 | $11.3M | 0.04% | +18,886+66.2% | Added |
| Reinhart Partners, Inc. | 48,570 | $11.6M | 0.38% | −15,840−24.6% | Reduced |
| Deutsche Bank AG | 51,253 | $12.2M | 0.00% | +321+0.6% | Added |
| Ameriprise Financial Inc | 52,729 | $12.6M | 0.00% | +1,728+3.4% | Added |
| Russell Investments Group, Ltd. | 54,306 | $12.9M | 0.01% | −3,342−5.8% | Reduced |
| Swiss National Bank | 55,100 | $13.1M | 0.01% | +100+0.2% | Added |
| Concentric Capital Strategies, LP | 60,172 | $14.3M | 0.69% | +60,172 | New |
| Quantinno Capital Management LP | 61,349 | $14.6M | 0.04% | +10,788+21.3% | Added |
| Envestnet Asset Management Inc | 62,449 | $14.9M | 0.00% | +3,728+6.3% | Added |
| Principal Financial Group Inc | 63,072 | $15.0M | 0.01% | −1,370−2.1% | Reduced |
| Franklin Resources Inc | 53,126 | $15.1M | 0.00% | +17,249+48.1% | Added |
| Wells Fargo & Company | 63,554 | $15.2M | 0.00% | +12,160+23.7% | Added |
| Brandywine Global Investment Management, LLC | 65,501 | $15.6M | 0.11% | −9,835−13.1% | Reduced |
| California Public Employees Retirement System | 66,387 | $15.8M | 0.01% | −847−1.3% | Reduced |
| Wallace Capital Management Inc. | 66,900 | $16.0M | 1.98% | −185−0.3% | Reduced |
| Renaissance Technologies LLC | 67,300 | $16.0M | 0.02% | +22,900+51.6% | Added |
| Jane Street Group, LLC | 69,466 | $16.6M | 0.02% | +24,544+54.6% | Added |
| Algert Global LLC | 70,890 | $16.9M | 0.28% | +13,670+23.9% | Added |