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 |
|---|---|---|---|---|---|
| Old National Bancorp | 1,079 | $257.3K | 0.00% | −10−0.9% | Reduced |
| Panagora Asset Management Inc | 1,068 | $254.6K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 1,061 | $253.0K | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,058 | $252.0K | 0.00% | −23−2.1% | Reduced |
| Marshall Wace, LLP | 1,053 | $251.1K | 0.00% | −7,696−88.0% | Reduced |
| AlphaCore Capital LLC | 1,047 | $249.6K | 0.01% | +799+322.2% | Added |
| Evergreen Capital Management LLC | 1,040 | $248.0K | 0.01% | +1,040 | New |
| CIBC Asset Management Inc | 1,023 | $243.9K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,016 | $242.2K | 0.00% | −39−3.7% | Reduced |
| Shelton Capital Management | 1,008 | $240.3K | 0.01% | −51−4.8% | Reduced |
| Birch Financial Group, LLC | 999 | $238.3K | 0.14% | −89−8.2% | Reduced |
| Syon Capital LLC | 989 | $235.8K | 0.01% | +989 | New |
| Parallel Advisors, LLC | 988 | $235.6K | 0.00% | −10−1.0% | Reduced |
| Cookson Peirce & Co Inc | 981 | $233.9K | 0.01% | +981 | New |
| Atria Investments LLC | 977 | $232.8K | 0.00% | +977 | New |
| Chicago Partners Investment Group LLC | 964 | $231.9K | 0.01% | +964 | New |
| Captrust Financial Advisors | 969 | $231.0K | 0.00% | −824−46.0% | Reduced |
| Cooper Financial Group | 951 | $226.7K | 0.03% | +951 | New |
| Transcend Wealth Collective, LLC | 949 | $226.3K | 0.02% | +949 | New |
| Keystone Financial Services | 942 | $224.6K | 0.07% | +942 | New |
| Childress Capital Advisors, LLC | 926 | $220.8K | 0.04% | +926 | New |
| Autumn Glory Partners, LLC | 925 | $220.5K | 0.09% | +925 | New |
| Farringdon Capital, Ltd. | 896 | $213.6K | 0.05% | +896 | New |
| MBB Public Markets I LLC | 894 | $213.2K | 0.03% | +894 | New |
| TD Private Client Wealth LLC | 889 | $212.0K | 0.00% | −50−5.3% | Reduced |
| Merit Financial Group, LLC | 873 | $208.0K | 0.00% | +873 | New |
| KBC Group NV | 873 | $208.0K | 0.00% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 843 | $201.0K | 0.35% | +843 | New |
| USA Financial Portformulas Corp | 748 | $178.3K | 0.03% | +748 | New |
| Northwestern Mutual Wealth Management Co | 677 | $161.4K | 0.00% | +3+0.4% | Added |
| STRS Ohio | 660 | $157.4K | 0.00% | −9,887−93.7% | Reduced |
| Quest Partners LLC | 643 | $153.3K | 0.01% | +643 | New |
| Ci Investments Inc. | 629 | $150.0K | 0.00% | −50−7.4% | Reduced |
| Signaturefd, LLC | 558 | $133.0K | 0.00% | +6+1.1% | Added |
| Cullen/Frost Bankers, Inc. | 540 | $128.8K | 0.00% | −61−10.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 538 | $128.3K | 0.03% | +538 | New |
| Shell Asset Management Co | 460 | $110.0K | 0.01% | −737−61.6% | Reduced |
| Allworth Financial LP | 437 | $104.1K | 0.00% | +34+8.4% | Added |
| State of Wyoming | 372 | $88.7K | 0.01% | +1+0.3% | Added |
| Umb Bank N A | 366 | $87.3K | 0.00% | −29−7.3% | Reduced |
| Smithfield Trust Co | 360 | $86.0K | 0.00% | −50−12.2% | Reduced |
| Versant Capital Management, Inc | 342 | $81.5K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 345 | $79.7K | 0.03% | −13−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 331 | $79.0K | 0.00% | +156+89.1% | Added |
| Truvestments Capital LLC | 330 | $78.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 326 | $77.7K | 0.00% | +1+0.3% | Added |
| Nomura Asset Management Co Ltd | 320 | $76.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 315 | $75.0K | 0.00% | +213+208.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 308 | $73.0K | 0.00% | +4+1.3% | Added |
| National Bank of Canada | 303 | $72.2K | 0.00% | −3,008−90.8% | Reduced |
| American National Bank | 277 | $66.0K | 0.01% | −16−5.5% | Reduced |
| Private Trust Co NA | 274 | $65.3K | 0.01% | −27−9.0% | Reduced |
| Jones Financial Companies LLLP | 246 | $58.8K | 0.00% | +84+51.9% | Added |
| EverSource Wealth Advisors, LLC | 236 | $56.3K | 0.00% | −45−16.0% | Reduced |
| Huntington National Bank | 220 | $52.5K | 0.00% | −321−59.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 216 | $52.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 214 | $51.0K | 0.00% | +198+1,237.5% | Added |
| Quarry LP | 212 | $50.5K | 0.01% | −108−33.8% | Reduced |
| Bryn Mawr Trust Co | 198 | $47.2K | 0.00% | −53−21.1% | Reduced |
| Whittier Trust Co | 190 | $46.2K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 176 | $42.0K | 0.03% | +52+41.9% | Added |
| WealthCollab, LLC | 163 | $38.9K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 142 | $34.0K | 0.00% | +93+189.8% | Added |
| Meeder Asset Management Inc | 142 | $33.9K | 0.00% | +142 | New |
| Root Financial Partners, LLC | 140 | $33.4K | 0.00% | +140 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 132 | $31.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 113 | $28.0K | 0.02% | −280−71.2% | Reduced |
| SRS Capital Advisors, Inc. | 102 | $24.3K | 0.00% | −84−45.2% | Reduced |
| Trust Co of Toledo NA | 99 | $23.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 98 | $23.4K | 0.00% | +76+345.5% | Added |
| Parkside Financial Bank & Trust | 96 | $22.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 93 | $22.2K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 90 | $21.5K | 0.00% | −3,050−97.1% | Reduced |
| Goodman Advisory Group, LLC | 81 | $19.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 76 | $18.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 76 | $18.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $17.9K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 75 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 71 | $16.9K | 0.00% | +71 | New |
| Bell Investment Advisors, Inc | 68 | $16.2K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 63 | $15.0K | 0.00% | +63 | New |
| Frazier Financial Advisors, LLC | 61 | $14.5K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $12.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 52 | $12.4K | 0.00% | +25+92.6% | Added |
| Wall Street Access Asset Management, LLC | 49 | $11.7K | 0.00% | +49 | New |
| Golden State Wealth Management, LLC | 47 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 49 | $11.0K | 0.00% | +5+11.4% | Added |
| Toronto Dominion Bank | 40 | $10.0K | 0.00% | +40 | New |
| Bullock Wealth Management Group | 41 | $9.47K | 0.00% | +41 | New |
| LRI Investments, LLC | 39 | $9.30K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 35 | $8.35K | 0.00% | +16+84.2% | Added |
| First Pacific Financial | 34 | $8.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 32 | $7.63K | 0.00% | −33−50.8% | Reduced |
| Harbour Investments, Inc. | 32 | $7.63K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $7.15K | 0.00% | −39−56.5% | Reduced |
| 1620 Investment Advisors, Inc. | 30 | $7.15K | 0.00% | −10−25.0% | Reduced |
| North Capital, Inc. | 30 | $7.15K | 0.01% | +1+3.4% | Added |
| JFS Wealth Advisors, LLC | 29 | $6.92K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $6.68K | 0.01% | −201−87.8% | Reduced |
| Clearstead Advisors, LLC | 27 | $6.44K | 0.00% | 00.0% | Unchanged |