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 |
|---|---|---|---|---|---|
| Key Financial Inc | 27 | $6.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $5.96K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $5.96K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $5.53K | 0.00% | +13+130.0% | Added |
| FSA Wealth Management LLC | 23 | $5.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $5.25K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $4.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19 | $4.53K | 0.00% | +19 | New |
| Transamerica Financial Advisors, Inc. | 18 | $4.29K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 17 | $4.05K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $4.05K | 0.00% | +17 | New |
| Addison Advisors LLC | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 14 | $3.34K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $3.34K | 0.00% | −29−67.4% | Reduced |
| Oakworth Capital, Inc. | 13 | $3.10K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $3.10K | 0.00% | +2+18.2% | Added |
| Binnacle Investments Inc | 12 | $2.86K | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 10 | $2.38K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 9 | $2.15K | 0.00% | +9 | New |
| Wealth Watch Advisors, INC | 9 | $2.15K | 0.00% | +9 | New |
| Kilter Group LLC | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 8 | $1.91K | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 8 | $1.83K | 0.00% | +3+60.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $1.80K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.51K | 0.00% | −13−68.4% | Reduced |
| South State Corp. | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 6 | $1.43K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5 | $1.19K | 0.00% | +5 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Logan Capital Management Inc | 4 | $954 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $954 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $954 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $953 | 0.00% | +1+33.3% | Added |
| Central Trust Co | 3 | $716 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $716 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $716 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $715 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $715 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $715 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $715 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $715 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $477 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $238 | 0.00% | −1−50.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $1 | 0.00% | 0 | New |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −22,398−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −18,940−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,498−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,955−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,013−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,902−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −10,838−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −9,808−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,939−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,657−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,221−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,473−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −2,063−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,859−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| Forte Capital LLC | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Capital A Wealth Management, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |