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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ4 2025: 511 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ4 2025: $7.47B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1$00.00%00.0%Unchanged
Raleigh Capital Management Inc.0$10.00%0Unchanged
Rothschild Investment LLC1$2880.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.1$2880.00%+1New
TFC Financial Management1$2890.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.2$5760.00%−26−92.9%Reduced
Private Wealth Asset Management, LLC2$5770.00%00.0%Unchanged
Larson Financial Group LLC2$5770.00%+2New
SHP Wealth Management2$5770.00%+2New
Murphy & Mullick Capital Management Corp2$5770.00%+2New
Cornerstone Planning Group LLC2$6270.00%+2New
Central Trust Co3$8650.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$8650.00%00.0%Unchanged
AdvisorNet Financial, Inc3$8650.00%00.0%Unchanged
Financial Management Professionals, Inc.3$8650.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$8650.00%00.0%Unchanged
WPG Advisers, LLC3$8650.00%00.0%Unchanged
HFM Investment Advisors, LLC3$8650.00%00.0%Unchanged
Spire Wealth Management3$8650.00%+3New
Bogart Wealth, LLC4$1.15K0.00%00.0%Unchanged
CoreCap Advisors, LLC4$1.15K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC4$1.15K0.00%00.0%Unchanged
Cromwell Holdings LLC5$1.44K0.00%00.0%Unchanged
NBC Securities, Inc.5$1.44K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.5$1.44K0.00%+5New
SJS Investment Consulting Inc.5$1.44K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6$1.73K0.00%00.0%Unchanged
First Horizon Corp6$1.73K0.00%00.0%Unchanged
South State Corp.6$1.73K0.00%00.0%Unchanged
Avion Wealth7$2.00K0.00%00.0%Unchanged
Rialto Wealth Management, LLC7$2.02K0.00%+1+16.7%Added
Optima Capital LLC7$2.02K0.00%+7New
Beaird Harris Wealth Management, LLC8$2.21K0.00%00.0%Unchanged
Ares Financial Consulting, LLC8$2.31K0.00%+8New
Kilter Group LLC8$2.31K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.8$2.31K0.00%00.0%Unchanged
Wealth Watch Advisors, INC9$2.60K0.00%00.0%Unchanged
North Star Investment Management Corp.9$2.60K0.00%+9New
Investors Portfolio Services LLC9$2.62K0.00%+9New
Fortitude Family Office, LLC10$2.88K0.00%00.0%Unchanged
ZRC Wealth Management, LLC10$2.88K0.00%+10New
UMA Financial Services, Inc.11$3.17K0.00%+8+266.7%Added
Manchester Capital Management LLC11$3.17K0.00%+11New
Harbour Investments, Inc.13$3.75K0.00%−19−59.4%Reduced
Oakworth Capital, Inc.13$3.75K0.00%00.0%Unchanged
Marquette Asset Management, LLC13$3.75K0.00%+13New
HM Payson & Co14$4.04K0.00%00.0%Unchanged
Massmutual Trust Co FSB14$4.04K0.00%00.0%Unchanged
Private Wealth Management Group, LLC17$4.90K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC17$4.90K0.00%+17New
Signature Equity Partners, LLC18$5.19K0.00%+18New
Creative Financial Designs Inc20$5.77K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.21$6.05K0.00%+21New
Transamerica Financial Advisors, Inc.22$6.34K0.00%+4+22.2%Added
Moisand Fitzgerald Tamayo, LLC22$6.34K0.00%00.0%Unchanged
True Wealth Design, LLC22$6.40K0.00%−1−4.3%Reduced
Addison Advisors LLC23$6.63K0.00%+8+53.3%Added
1620 Investment Advisors, Inc.25$7.21K0.00%−5−16.7%Reduced
Farmers & Merchants Investments Inc25$7.21K0.00%00.0%Unchanged
CVA Family Office, LLC25$7.21K0.00%00.0%Unchanged
Key Financial Inc27$7.78K0.00%00.0%Unchanged
First Pacific Financial29$8.36K0.00%−5−14.7%Reduced
Aster Capital Management (DIFC) Ltd30$8.65K0.00%+30New
Geneos Wealth Management Inc.32$9.22K0.00%00.0%Unchanged
Grove Bank & Trust35$10.1K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.37$10.7K0.00%+37New
JFS Wealth Advisors, LLC38$11.0K0.00%+9+31.0%Added
LRI Investments, LLC39$11.2K0.00%00.0%Unchanged
Bullock Wealth Management Group41$11.8K0.01%00.0%Unchanged
Toronto Dominion Bank42$12.6K0.00%+2+5.0%Added
Golden State Wealth Management, LLC47$13.5K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC49$14.1K0.00%00.0%Unchanged
Delta Asset Management LLC53$15.3K0.00%00.0%Unchanged
Atlas Capital Advisors LLC59$17.0K0.00%+59New
Frazier Financial Advisors, LLC61$17.6K0.01%00.0%Unchanged
Bell Investment Advisors, Inc68$19.6K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC75$21.6K0.00%00.0%Unchanged
Elyxium Wealth, LLC75$21.6K0.01%+75New
Asset Dedication, LLC76$21.9K0.00%00.0%Unchanged
Meeder Asset Management Inc80$23.1K0.00%−62−43.7%Reduced
Goodman Advisory Group, LLC81$23.4K0.01%00.0%Unchanged
Clearstead Advisors, LLC84$24.2K0.00%+57+211.1%Added
Bokf, NA86$24.8K0.00%+15+21.1%Added
Hillsdale Investment Management Inc.90$25.9K0.00%00.0%Unchanged
SBI Securities Co., Ltd.93$26.8K0.00%00.0%Unchanged
Trust Co of Toledo NA99$28.5K0.00%00.0%Unchanged
Leonteq Securities AG104$30.0K0.00%+104New
SageView Advisory Group, LLC104$30.0K0.00%+104New
Covestor Ltd101$30.0K0.02%−12−10.6%Reduced
Millstone Evans Group, LLC110$31.7K0.02%−66−37.5%Reduced
Parkside Financial Bank & Trust118$34.0K0.00%+22+22.9%Added
Ancora Advisors, LLC119$34.3K0.00%+119New
EverSource Wealth Advisors, LLC123$35.5K0.00%−113−47.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.132$38.1K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd146$42.1K0.01%+146New
WealthCollab, LLC163$47.0K0.02%00.0%Unchanged
Root Financial Partners, LLC167$48.1K0.00%+27+19.3%Added
Private Trust Co NA180$51.9K0.00%−94−34.3%Reduced
Bryn Mawr Trust Co189$54.5K0.00%−9−4.5%Reduced
SRS Capital Advisors, Inc.198$57.1K0.00%+96+94.1%Added