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, Q4 2025
Institutional positions in Affiliated Managers Group, Inc. as of Dec 31, 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
- 511
- +70 vs. Q3 2025
- Shares held
- 25.9M
- −548.8K (−2.1%) vs. Q3 2025
- Total value
- $7.47B
- +$1.16B (+18.3%) vs. Q3 2025
- New holders
- 100
- 145 more added
- Sold out
- 30
- 170 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,799,201 | $807.0M | 0.01% | −22,654−0.8% | Reduced |
| Vanguard Group Inc | 2,683,585 | $773.6M | 0.01% | −88,693−3.2% | Reduced |
| Morgan Stanley | 1,705,721 | $491.7M | 0.03% | −235,797−12.1% | Reduced |
| Ariel Investments, LLC | 1,182,223 | $340.8M | 3.68% | −81,601−6.5% | Reduced |
| Boston Partners | 1,136,710 | $327.8M | 0.34% | −20,634−1.8% | Reduced |
| State Street Corp | 929,397 | $267.9M | 0.01% | −34,311−3.6% | Reduced |
| Clarkston Capital Partners, LLC | 904,119 | $260.6M | 6.03% | −328,214−26.6% | Reduced |
| Millennium Management LLC | 796,010 | $229.5M | 0.16% | −221,103−21.7% | Reduced |
| Dimensional Fund Advisors LP | 699,448 | $201.6M | 0.04% | +15,332+2.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 685,588 | $197.6M | 0.67% | +115,313+20.2% | Added |
| Lyrical Asset Management LP | 551,587 | $159.0M | 2.25% | −28,248−4.9% | Reduced |
| Geode Capital Management, LLC | 551,153 | $158.9M | 0.01% | +41,322+8.1% | Added |
| LSV Asset Management | 473,021 | $136.4M | 0.30% | −6,603−1.4% | Reduced |
| Allianz Asset Management GmbH | 426,649 | $123.0M | 0.14% | +33,488+8.5% | Added |
| Norges Bank | 394,559 | $113.7M | 0.01% | +394,559 | New |
| Northern Trust Corp | 325,696 | $93.9M | 0.01% | −8,672−2.6% | Reduced |
| Citadel Advisors LLC | 319,437 | $92.1M | 0.06% | −325,704−50.5% | Reduced |
| Charles Schwab Investment Management Inc | 305,596 | $88.1M | 0.01% | −6,972−2.2% | Reduced |
| UBS Group AG | 295,418 | $85.2M | 0.02% | −54,794−15.6% | Reduced |
| Channing Capital Management, LLC | 290,720 | $83.8M | 2.16% | −134,317−31.6% | Reduced |
| Bruni J V & Co | 252,147 | $72.7M | 7.14% | −2,842−1.1% | Reduced |
| Bank of New York Mellon Corp | 247,189 | $71.3M | 0.01% | +3,046+1.2% | Added |
| Fisher Asset Management, LLC | 243,830 | $70.3M | 0.02% | +40,107+19.7% | Added |
| Price T Rowe Associates Inc | 242,292 | $69.8M | 0.01% | −1,961−0.8% | Reduced |
| Raymond James Financial Inc | 236,897 | $68.4M | 0.02% | +44,011+22.8% | Added |
| Kiltearn Partners LLP | 236,414 | $68.2M | 14.76% | −47,400−16.7% | Reduced |
| Bank of America Corp | 233,332 | $67.3M | 0.00% | +48,606+26.3% | Added |
| Balyasny Asset Management LLC | 231,675 | $66.8M | 0.13% | −104,388−31.1% | Reduced |
| Holocene Advisors, LP | 184,010 | $53.0M | 0.11% | −69,925−27.5% | Reduced |
| FMR LLC | 181,842 | $52.4M | 0.00% | −1,863−1.0% | Reduced |
| Goldman Sachs Group Inc | 161,651 | $46.6M | 0.01% | +35,572+28.2% | Added |
| Alyeska Investment Group, L.P. | 145,483 | $41.9M | 0.12% | −149,598−50.7% | Reduced |
| JPMorgan Chase & Co | 133,897 | $38.6M | 0.00% | +8,254+6.6% | Added |
| Artisan Partners Limited Partnership | 130,112 | $37.5M | 0.06% | +130,112 | New |
| Nomura Asset Management International Inc. | 122,905 | $35.4M | 0.05% | +122,905 | New |
| Polar Capital Holdings Plc | 107,245 | $30.9M | 0.14% | +28,722+36.6% | Added |
| Caisse de Depot Et Placement du Quebec | 106,100 | $30.6M | 0.05% | +5,152+5.1% | Added |
| SEI Investments Co | 102,297 | $29.5M | 0.03% | +4,423+4.5% | Added |
| First Trust Advisors LP | 102,034 | $29.4M | 0.02% | −59,444−36.8% | Reduced |
| UBS Asset Management Americas Inc | 100,594 | $29.0M | 0.01% | −12,045−10.7% | Reduced |
| Concentric Capital Strategies, LP | 99,955 | $28.8M | 1.49% | +39,783+66.1% | Added |
| Invesco Ltd. | 96,721 | $27.9M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 94,501 | $27.2M | 0.02% | −39,955−29.7% | Reduced |
| Treasurer of the State of North Carolina | 94,453 | $27.2M | 0.09% | −1,005−1.1% | Reduced |
| Engineers Gate Manager LP | 92,301 | $26.6M | 0.32% | +89,197+2,873.6% | Added |
| New York State Common Retirement Fund | 91,538 | $26.4M | 0.04% | −33,024−26.5% | Reduced |
| Alliancebernstein L.P. | 86,642 | $25.0M | 0.01% | −28,337−24.6% | Reduced |
| Wells Fargo & Company | 86,038 | $24.8M | 0.00% | +22,484+35.4% | Added |
| Arbejdsmarkedets Tillaegspension | 85,807 | $24.7M | 0.63% | +85,807 | New |
| Retirement Systems of Alabama | 85,514 | $24.7M | 0.08% | −11,323−11.7% | Reduced |
| Man Group plc | 84,334 | $24.3M | 0.05% | +5,350+6.8% | Added |
| Lord, Abbett & Co. LLC | 77,328 | $22.3M | 0.07% | +77,328 | New |
| North Star Asset Management Inc | 77,228 | $22.3M | 0.90% | −8,106−9.5% | Reduced |
| Rhumbline Advisers | 76,392 | $22.0M | 0.02% | −4,667−5.8% | Reduced |
| Loomis Sayles & Co L P | 74,280 | $21.4M | 0.03% | +74,280 | New |
| Freestone Grove Partners LP | 73,413 | $21.2M | 0.15% | +73,413 | New |
| Goodman Financial Corp | 67,474 | $19.5M | 3.68% | −12,787−15.9% | Reduced |
| California Public Employees Retirement System | 67,333 | $19.4M | 0.01% | +946+1.4% | Added |
| Quantinno Capital Management LP | 67,084 | $19.3M | 0.04% | +5,735+9.3% | Added |
| Wallace Capital Management Inc. | 65,097 | $18.8M | 2.26% | −1,803−2.7% | Reduced |
| Nuveen, LLC | 64,377 | $18.6M | 0.00% | −8,298−11.4% | Reduced |
| Voloridge Investment Management, LLC | 63,194 | $18.2M | 0.06% | +48,455+328.8% | Added |
| Franklin Resources Inc | 63,086 | $18.2M | 0.00% | +9,960+18.7% | Added |
| Principal Financial Group Inc | 60,503 | $17.4M | 0.01% | −2,569−4.1% | Reduced |
| Citigroup Inc | 60,416 | $17.4M | 0.01% | +51,053+545.3% | Added |
| Swiss National Bank | 56,100 | $16.2M | 0.01% | +1,000+1.8% | Added |
| Russell Investments Group, Ltd. | 52,708 | $15.2M | 0.02% | −1,598−2.9% | Reduced |
| Deutsche Bank AG | 51,354 | $14.8M | 0.00% | +101+0.2% | Added |
| Brandywine Global Investment Management, LLC | 50,902 | $14.7M | 0.10% | −14,599−22.3% | Reduced |
| Public Employees Retirement System of Ohio | 46,483 | $13.4M | 0.04% | −912−1.9% | Reduced |
| Ameriprise Financial Inc | 46,243 | $13.3M | 0.00% | −6,486−12.3% | Reduced |
| Los Angeles Capital Management LLC | 55,190 | $13.1M | 0.04% | −17,775−24.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 44,402 | $12.8M | 0.02% | −2,503−5.3% | Reduced |
| Legal & General Group Plc | 44,165 | $12.7M | 0.00% | −2,133−4.6% | Reduced |
| Envestnet Asset Management Inc | 43,114 | $12.4M | 0.00% | −19,335−31.0% | Reduced |
| BW Gestao de Investimentos Ltda. | 42,000 | $12.1M | 0.43% | +42,000 | New |
| Jane Street Group, LLC | 40,079 | $11.6M | 0.01% | −29,387−42.3% | Reduced |
| Nordea Investment Management AB | 39,784 | $11.5M | 0.01% | −4,796−10.8% | Reduced |
| Thrivent Financial for Lutherans | 39,459 | $11.4M | 0.02% | −174−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 39,261 | $11.3M | 0.01% | −5,349−12.0% | Reduced |
| Qube Research & Technologies Ltd | 39,246 | $11.3M | 0.02% | +39,246 | New |
| Jacobs Levy Equity Management, Inc | 38,505 | $11.1M | 0.04% | +150+0.4% | Added |
| Storebrand Asset Management AS | 38,257 | $11.0M | 0.03% | −321−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 37,845 | $10.9M | 0.12% | +18,628+96.9% | Added |
| New York State Teachers Retirement System | 35,748 | $10.3M | 0.02% | −818−2.2% | Reduced |
| Calamos Advisors LLC | 35,430 | $10.2M | 0.04% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 34,908 | $10.1M | 0.01% | +15,432+79.2% | Added |
| Algert Global LLC | 33,947 | $9.79M | 0.15% | −36,943−52.1% | Reduced |
| Schroder Investment Management Group | 33,319 | $9.67M | 0.01% | +8,838+36.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 31,850 | $9.18M | 0.37% | +2,800+9.6% | Added |
| Zacks Investment Management | 31,471 | $9.07M | 0.07% | +279+0.9% | Added |
| Edgestream Partners, L.P. | 30,459 | $8.78M | 0.25% | +2,366+8.4% | Added |
| Barclays PLC | 29,061 | $8.38M | 0.00% | −18,237−38.6% | Reduced |
| Nicola Wealth Management Ltd. | 29,000 | $8.36M | 0.76% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 28,720 | $8.28M | 0.04% | +28,720 | New |
| Reinhart Partners, Inc. | 28,283 | $8.15M | 0.24% | −20,287−41.8% | Reduced |
| Assetmark, Inc | 28,113 | $8.10M | 0.02% | −157−0.6% | Reduced |
| Genus Capital Management Inc. | 26,985 | $7.78M | 0.91% | +4,350+19.2% | Added |
| California State Teachers Retirement System | 26,765 | $7.72M | 0.01% | −688−2.5% | Reduced |
| Longaeva Partners L.P. | 26,553 | $7.65M | 0.91% | +26,553 | New |