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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 19,217 | $4.58M | 0.06% | +19,217 | New |
| Seascape Capital Management | 18,377 | $4.38M | 1.26% | +1,640+9.8% | Added |
| Poehling Capital Management, LLC | 18,318 | $4.37M | 0.92% | −74−0.4% | Reduced |
| State of Alaska, Department of Revenue | 18,115 | $4.32M | 0.04% | −90−0.5% | Reduced |
| Carrera Capital Advisors | 18,014 | $4.30M | 0.77% | +18,014 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,558 | $3.95M | 0.01% | −163−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 16,454 | $3.92M | 0.05% | −1,980−10.7% | Reduced |
| CWC Advisors, LLC. | 16,309 | $3.89M | 1.90% | −160−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 15,728 | $3.75M | 0.04% | −1,891−10.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 15,717 | $3.75M | 0.07% | −210−1.3% | Reduced |
| Pathstone Holdings, LLC | 15,647 | $3.73M | 0.01% | +70.0% | Added |
| Moody Aldrich Partners LLC | 15,111 | $3.60M | 0.68% | +7,189+90.7% | Added |
| Long Road Investment Counsel, LLC | 15,096 | $3.60M | 1.27% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 14,739 | $3.51M | 0.01% | −3,743−20.3% | Reduced |
| Bank of Montreal | 14,663 | $3.50M | 0.00% | −950−6.1% | Reduced |
| MetLife Investment Management | 14,590 | $3.48M | 0.02% | +14,590 | New |
| Bridgewater Associates, LP | 14,334 | $3.42M | 0.01% | −95,914−87.0% | Reduced |
| Kestra Advisory Services, LLC | 14,042 | $3.35M | 0.02% | −1,128−7.4% | Reduced |
| Horizon Investments, LLC | 14,015 | $3.34M | 0.04% | +8,795+168.5% | Added |
| Danske Bank A/S | 13,497 | $3.22M | 0.01% | +13,160+3,905.0% | Added |
| Mutual of America Capital Management LLC | 13,122 | $3.13M | 0.03% | −1,016−7.2% | Reduced |
| Mubadala Investment Co PJSC | 13,032 | $3.11M | 0.02% | +13,032 | New |
| Amalgamated Bank | 12,990 | $3.10M | 0.02% | −129−1.0% | Reduced |
| Jump Financial, LLC | 12,692 | $3.03M | 0.04% | +2,969+30.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,413 | $2.96M | 0.02% | +1,809+17.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,100 | $2.89M | 0.01% | +12,100 | New |
| Acadian Asset Management LLC | 12,074 | $2.88M | 0.01% | +12,074 | New |
| Janus Henderson Group PLC | 11,947 | $2.85M | 0.00% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $2.80M | 0.02% | 00.0% | Unchanged |
| Henshaw Capital LLC | 11,541 | $2.75M | 0.10% | +10.0% | Added |
| HRT Financial LP | 11,401 | $2.72M | 0.01% | +1,981+21.0% | Added |
| Voya Investment Management LLC | 11,356 | $2.71M | 0.00% | −15,378−57.5% | Reduced |
| State of Tennessee, Treasury Department | 11,353 | $2.71M | 0.01% | −1,500−11.7% | Reduced |
| State of Wisconsin Investment Board | 11,260 | $2.68M | 0.01% | −16−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 11,210 | $2.67M | 0.42% | +11,210 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,746 | $2.56M | 0.02% | −367−3.3% | Reduced |
| Blair William & Co | 10,736 | $2.56M | 0.01% | −149−1.4% | Reduced |
| Credit Agricole S A | 10,683 | $2.55M | 0.01% | +10,683 | New |
| Ieq Capital, LLC | 10,529 | $2.51M | 0.01% | +10,529 | New |
| Comerica Bank | 10,398 | $2.48M | 0.01% | −720−6.5% | Reduced |
| Intech Investment Management LLC | 10,314 | $2.46M | 0.02% | −2,127−17.1% | Reduced |
| LGT Capital Partners Ltd. | 10,100 | $2.41M | 0.12% | −51,715−83.7% | Reduced |
| Handelsbanken Fonder AB | 10,000 | $2.38M | 0.01% | +2,400+31.6% | Added |
| JustInvest LLC | 9,947 | $2.37M | 0.02% | −249−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 9,742 | $2.32M | 0.01% | −990−9.2% | Reduced |
| Yousif Capital Management, LLC | 9,536 | $2.27M | 0.02% | −806−7.8% | Reduced |
| Citigroup Inc | 9,363 | $2.23M | 0.00% | +77+0.8% | Added |
| CI Private Wealth, LLC | 9,180 | $2.19M | 0.00% | +731+8.7% | Added |
| Teachers Retirement System of the State of Kentucky | 9,062 | $2.16M | 0.02% | −2,000−18.1% | Reduced |
| Entropy Technologies, LP | 9,024 | $2.15M | 0.16% | +4,037+81.0% | Added |
| Teacher Retirement System of Texas | 8,818 | $2.10M | 0.01% | +289+3.4% | Added |
| KLP Kapitalforvaltning AS | 8,600 | $2.05M | 0.01% | −1,300−13.1% | Reduced |
| Arizona State Retirement System | 8,413 | $2.01M | 0.01% | +13+0.2% | Added |
| Nisa Investment Advisors, LLC | 7,973 | $1.90M | 0.01% | −10.0% | Reduced |
| Louisiana State Employees Retirement System | 7,900 | $1.88M | 0.03% | −100−1.3% | Reduced |
| Diversified Trust Co | 7,896 | $1.88M | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,870 | $1.88M | 0.00% | +2,195+38.7% | Added |
| American Century Companies Inc | 7,864 | $1.88M | 0.00% | −688−8.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,738 | $1.84M | 0.01% | +1,870+31.9% | Added |
| Commerce Bank | 7,541 | $1.80M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 7,501 | $1.79M | 0.03% | −1,001−11.8% | Reduced |
| Two Sigma Investments, LP | 7,495 | $1.79M | 0.00% | +7,495 | New |
| Creative Planning | 7,469 | $1.78M | 0.00% | +1,162+18.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,377 | $1.76M | 0.00% | +464+6.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,292 | $1.74M | 0.01% | −12−0.2% | Reduced |
| Walleye Capital LLC | 7,265 | $1.73M | 0.01% | +7,265 | New |
| Cubist Systematic Strategies, LLC | 7,215 | $1.72M | 0.02% | +958+15.3% | Added |
| SkyView Investment Advisors, LLC | 7,089 | $1.69M | 0.21% | +92+1.3% | Added |
| Kennondale Capital Management LLC | 6,976 | $1.66M | 1.27% | +2,084+42.6% | Added |
| Summit Trail Advisors, LLC | 6,839 | $1.63M | 0.02% | +4,044+144.7% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 6,838 | $1.63M | 0.08% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 6,783 | $1.62M | 0.04% | −7,547−52.7% | Reduced |
| State of Michigan Retirement System | 6,719 | $1.60M | 0.01% | −100−1.5% | Reduced |
| Interval Partners, LP | 6,703 | $1.60M | 0.03% | −15,913−70.4% | Reduced |
| Quantbot Technologies LP | 6,549 | $1.56M | 0.04% | +4,277+188.2% | Added |
| New Mexico Educational Retirement Board | 6,500 | $1.55M | 0.05% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,432 | $1.53M | 0.70% | −17−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,333 | $1.51M | 0.02% | −14−0.2% | Reduced |
| LPL Financial LLC | 6,210 | $1.48M | 0.00% | +2,769+80.5% | Added |
| CWM, LLC | 5,990 | $1.43M | 0.00% | −496−7.6% | Reduced |
| Martingale Asset Management L P | 5,762 | $1.37M | 0.03% | −890−13.4% | Reduced |
| Oregon Public Employees Retirement Fund | 5,697 | $1.36M | 0.02% | −150−2.6% | Reduced |
| Penn Capital Management Co Inc | 5,450 | $1.32M | 0.10% | −2,156−28.3% | Reduced |
| Neuberger Berman Group LLC | 5,531 | $1.32M | 0.00% | −58−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,425 | $1.29M | 0.01% | −87−1.6% | Reduced |
| Lazard Asset Management LLC | 5,327 | $1.27M | 0.00% | +5,319+66,487.5% | Added |
| Ameritas Investment Partners, Inc. | 5,326 | $1.27M | 0.04% | −194−3.5% | Reduced |
| L2 Asset Management, LLC | 5,253 | $1.25M | 0.18% | +478+10.0% | Added |
| Redwood Investment Management, LLC | 5,032 | $1.20M | 0.13% | −1,934−27.8% | Reduced |
| Two Sigma Advisers, LP | 5,000 | $1.19M | 0.00% | −2,000−28.6% | Reduced |
| Mariner, LLC | 4,924 | $1.17M | 0.00% | +111+2.3% | Added |
| BNP Paribas Arbitrage, SA | 4,902 | $1.17M | 0.00% | −574−10.5% | Reduced |
| Vise Technologies, Inc. | 4,856 | $1.16M | 0.04% | −275−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,787 | $1.14M | 0.01% | +19+0.4% | Added |
| Mackenzie Financial Corp | 4,762 | $1.14M | 0.00% | +950+24.9% | Added |
| Ensign Peak Advisors, Inc | 4,582 | $1.09M | 0.00% | −5,360−53.9% | Reduced |
| Traub Capital Management LLC | 4,575 | $1.09M | 1.08% | −200−4.2% | Reduced |
| SG Americas Securities, LLC | 4,137 | $986.0K | 0.00% | +1,051+34.1% | Added |
| Williamson Legacy Group, LLC | 4,047 | $964.9K | 0.75% | +4,047 | New |
| Picton Mahoney Asset Management | 3,917 | $934.0K | 0.01% | +509+14.9% | Added |