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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 190 | $59.0K | 0.00% | 00.0% | Unchanged |
| CFG Wealth Management Services, Inc. | 207 | $59.7K | 0.05% | +207 | New |
| Steward Partners Investment Advisory, LLC | 219 | $63.2K | 0.00% | −112−33.8% | Reduced |
| Huntington National Bank | 229 | $66.0K | 0.00% | +9+4.1% | Added |
| CIBC Private Wealth Group, LLC | 233 | $67.2K | 0.00% | +203+676.7% | Added |
| Highlander Partners, L.P. | 235 | $67.7K | 0.02% | +235 | New |
| Jones Financial Companies LLLP | 243 | $70.1K | 0.00% | −3−1.2% | Reduced |
| Tema ETFs LLC | 252 | $72.6K | 0.01% | +252 | New |
| Smartleaf Asset Management LLC | 252 | $73.2K | 0.00% | +154+157.1% | Added |
| American National Bank | 277 | $79.9K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 283 | $81.6K | 0.04% | +283 | New |
| National Bank of Canada | 300 | $86.5K | 0.00% | −3−1.0% | Reduced |
| Hantz Financial Services, Inc. | 305 | $88.0K | 0.00% | +163+114.8% | Added |
| Nomura Asset Management Co Ltd | 320 | $92.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 329 | $94.8K | 0.00% | +3+0.9% | Added |
| Truvestments Capital LLC | 330 | $95.1K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $95.7K | 0.02% | −206−38.3% | Reduced |
| Rossby Financial, LCC | 341 | $98.3K | 0.03% | −4−1.2% | Reduced |
| Basepoint Wealth LLC | 347 | $100.0K | 0.06% | +347 | New |
| Smithfield Trust Co | 360 | $103.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 359 | $103.5K | 0.01% | +17+5.0% | Added |
| Quarry LP | 425 | $122.5K | 0.02% | +213+100.5% | Added |
| Umb Bank N A | 438 | $126.3K | 0.00% | +72+19.7% | Added |
| Allworth Financial LP | 482 | $138.9K | 0.00% | +45+10.3% | Added |
| Cullen/Frost Bankers, Inc. | 558 | $160.9K | 0.00% | +18+3.3% | Added |
| Bayforest Capital Ltd | 571 | $164.6K | 0.12% | −550−49.1% | Reduced |
| Signaturefd, LLC | 589 | $169.7K | 0.00% | +31+5.6% | Added |
| IFP Advisors, Inc | 615 | $177.3K | 0.00% | +539+709.2% | Added |
| USA Financial Portformulas Corp | 635 | $183.1K | 0.03% | −113−15.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 657 | $189.4K | 0.00% | −20−3.0% | Reduced |
| STRS Ohio | 661 | $190.6K | 0.00% | +1+0.2% | Added |
| DekaBank Deutsche Girozentrale | 1,143 | $198.0K | 0.00% | 00.0% | Unchanged |
| JBF Capital, Inc. | 700 | $201.8K | 0.03% | +700 | New |
| Integrated Quantitative Investments LLC | 700 | $201.8K | 0.04% | +700 | New |
| Wedmont Private Capital | 671 | $206.5K | 0.01% | +671 | New |
| Ironwood Investment Counsel, LLC | 745 | $214.8K | 0.03% | +745 | New |
| DGS Capital Management, LLC | 763 | $220.0K | 0.04% | +763 | New |
| State of Wyoming | 765 | $220.5K | 0.02% | +393+105.6% | Added |
| Tower Research Capital LLC (TRC) | 768 | $221.4K | 0.01% | −1,106−59.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 769 | $221.7K | 0.01% | +769 | New |
| Baron Wealth Management LLC | 771 | $222.3K | 0.07% | +771 | New |
| Mangrove Partners | 775 | $223.4K | 0.02% | +775 | New |
| Inscription Capital, LLC | 788 | $227.2K | 0.02% | +788 | New |
| Johnson Investment Counsel Inc | 789 | $227.5K | 0.00% | +789 | New |
| Hancock Whitney Corp | 789 | $227.5K | 0.00% | −1,066−57.5% | Reduced |
| First Nebraska Trust Co | 799 | $230.3K | 0.02% | +799 | New |
| Nicolet Bankshares Inc | 803 | $231.5K | 0.04% | +803 | New |
| R Squared Ltd | 814 | $234.7K | 0.11% | +814 | New |
| Exchange Traded Concepts, LLC | 824 | $237.5K | 0.00% | +824 | New |
| Investment Partners Asset Management, Inc. | 836 | $241.0K | 0.15% | +836 | New |
| Sagewood Asset Management LP | 870 | $250.8K | 0.09% | +870 | New |
| PCM Encore, LLC | 877 | $252.8K | 0.05% | +877 | New |
| U.S. Capital Wealth Advisors, LLC | 880 | $253.7K | 0.01% | +880 | New |
| Evergreen Capital Management LLC | 886 | $255.4K | 0.01% | −154−14.8% | Reduced |
| MBB Public Markets I LLC | 894 | $257.7K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 902 | $260.0K | 0.12% | −159−15.0% | Reduced |
| Cooper Financial Group | 904 | $260.6K | 0.03% | −47−4.9% | Reduced |
| Magnetar Financial LLC | 912 | $262.9K | 0.00% | +912 | New |
| Brown Brothers Harriman & Co | 922 | $265.8K | 0.00% | −2,983−76.4% | Reduced |
| Skopos Labs, Inc. | 911 | $266.1K | 0.01% | +911 | New |
| Great Valley Advisor Group, Inc. | 924 | $266.4K | 0.01% | +924 | New |
| Autumn Glory Partners, LLC | 925 | $266.7K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 928 | $267.5K | 0.01% | −80−7.9% | Reduced |
| Keystone Financial Services | 932 | $268.7K | 0.08% | −10−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 949 | $273.6K | 0.02% | 00.0% | Unchanged |
| Elevated Financial Group LLC | 956 | $275.6K | 0.10% | +956 | New |
| Brevan Howard Capital Management LP | 962 | $277.3K | 0.01% | −1,042−52.0% | Reduced |
| Inceptionr LLC | 967 | $278.8K | 0.08% | +967 | New |
| Merit Financial Group, LLC | 974 | $280.6K | 0.00% | +101+11.6% | Added |
| Parallel Advisors, LLC | 974 | $280.8K | 0.01% | −14−1.4% | Reduced |
| North Dakota State Investment Board | 975 | $281.1K | 0.01% | +975 | New |
| Birch Financial Group, LLC | 985 | $284.0K | 0.16% | −14−1.4% | Reduced |
| Captrust Financial Advisors | 1,003 | $289.1K | 0.00% | +34+3.5% | Added |
| CIBC Asset Management Inc | 1,023 | $294.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,032 | $297.5K | 0.00% | −847−45.1% | Reduced |
| Global Retirement Partners, LLC | 1,043 | $300.7K | 0.01% | +829+387.4% | Added |
| Walleye Capital LLC | 1,056 | $304.4K | 0.00% | −6,209−85.5% | Reduced |
| Panagora Asset Management Inc | 1,068 | $307.9K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 968 | $309.6K | 0.01% | +4+0.4% | Added |
| GWM Advisors LLC | 1,075 | $309.9K | 0.00% | +1,060+7,066.7% | Added |
| Bailard, Inc. | 1,076 | $310.2K | 0.01% | +1,076 | New |
| Checchi Capital Advisers, LLC | 1,081 | $311.6K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,083 | $312.2K | 0.01% | +36+3.4% | Added |
| Old National Bancorp | 1,087 | $313.4K | 0.01% | +8+0.7% | Added |
| MAI Capital Management | 1,087 | $313.4K | 0.00% | −21−1.9% | Reduced |
| Guggenheim Capital LLC | 1,100 | $317.1K | 0.00% | +1,100 | New |
| Bank of New Hampshire | 1,104 | $318.3K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,128 | $325.2K | 0.00% | −80−6.6% | Reduced |
| Cadent Capital Advisors, LLC | 1,134 | $326.9K | 0.09% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,137 | $330.1K | 0.00% | +16+1.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $331.5K | 0.08% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,155 | $333.0K | 0.01% | +1,155 | New |
| Warren Averett Asset Management, LLC | 1,155 | $333.0K | 0.00% | +139+13.7% | Added |
| TD Private Client Wealth LLC | 1,184 | $341.3K | 0.01% | +295+33.2% | Added |
| Cookson Peirce & Co Inc | 1,202 | $346.5K | 0.01% | +221+22.5% | Added |
| Quent Capital, LLC | 1,214 | $350.0K | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,227 | $353.7K | 0.04% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 1,240 | $360.0K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,262 | $363.8K | 0.01% | +1,262 | New |
| Atria Investments LLC | 1,275 | $367.4K | 0.00% | +298+30.5% | Added |