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 |
|---|---|---|---|---|---|
| Natixis | 1,281 | $369.3K | 0.00% | +1,281 | New |
| Syon Capital LLC | 1,287 | $371.0K | 0.02% | +298+30.1% | Added |
| Tolleson Wealth Management, Inc. | 1,319 | $380.2K | 0.05% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,333 | $384.3K | 0.00% | −2,584−66.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,347 | $388.3K | 0.02% | −27−2.0% | Reduced |
| MML Investors Services, LLC | 1,354 | $390.3K | 0.00% | +141+11.6% | Added |
| Maryland State Retirement & Pension System | 1,376 | $396.7K | 0.01% | 00.0% | Unchanged |
| Index Technologies Group LLC | 1,378 | $397.3K | 0.41% | +1,378 | New |
| Investment Partners, Ltd. | 1,380 | $397.9K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,385 | $399.3K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,388 | $400.1K | 0.02% | +1,388 | New |
| Levin Capital Strategies, L.P. | 1,454 | $419.2K | 0.04% | +1,454 | New |
| Cornerstone Investment Partners, LLC | 1,462 | $421.5K | 0.02% | +21+1.5% | Added |
| Utah Retirement Systems | 1,477 | $425.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,492 | $430.1K | 0.00% | +1,492 | New |
| Allegheny Financial Group LTD | 1,495 | $431.0K | 0.06% | −15−1.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,500 | $432.4K | 0.16% | +1,500 | New |
| BTC Capital Management, Inc. | 1,499 | $432.7K | 0.03% | +1,499 | New |
| Boothbay Fund Management, LLC | 1,514 | $436.5K | 0.01% | +1,514 | New |
| GAMMA Investing LLC | 1,518 | $437.6K | 0.02% | +185+13.9% | Added |
| Quantbot Technologies LP | 1,530 | $441.1K | 0.01% | −5,019−76.6% | Reduced |
| Cambria Investment Management, L.P. | 1,535 | $442.5K | 0.03% | +209+15.8% | Added |
| SG Americas Securities, LLC | 1,557 | $449.0K | 0.00% | −2,580−62.4% | Reduced |
| Cetera Trust Company, N.A | 1,580 | $455.5K | 0.24% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 1,619 | $466.7K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 1,646 | $474.5K | 0.00% | +368+28.8% | Added |
| Commonwealth Equity Services, LLC | 1,664 | $479.6K | 0.00% | +606+57.3% | Added |
| South Dakota Investment Council | 1,688 | $487.0K | 0.01% | −200−10.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,730 | $498.7K | 0.02% | +82+5.0% | Added |
| Massar Capital Management, LP | 1,730 | $498.7K | 0.10% | +1,730 | New |
| Hudson Bay Capital Management LP | 1,800 | $518.9K | 0.00% | +1,800 | New |
| Greenleaf Trust | 1,801 | $519.2K | 0.00% | +26+1.5% | Added |
| United Capital Financial Advisers, LLC | 1,936 | $558.0K | 0.00% | +749+63.1% | Added |
| Gamco Investors, Inc. Et Al | 2,000 | $576.6K | 0.01% | −775−27.9% | Reduced |
| Securian Asset Management, Inc | 2,018 | $581.7K | 0.02% | −100−4.7% | Reduced |
| Kathmere Capital Management, LLC | 2,025 | $583.8K | 0.04% | +2,025 | New |
| Mackenzie Financial Corp | 2,032 | $588.8K | 0.00% | −2,730−57.3% | Reduced |
| Childress Capital Advisors, LLC | 2,044 | $589.2K | 0.09% | +1,118+120.7% | Added |
| Horizon Kinetics Asset Management LLC | 2,195 | $632.8K | 0.01% | +217+11.0% | Added |
| Swiss Life Asset Management Ltd | 2,210 | $637.1K | 0.00% | +864+64.2% | Added |
| Schubert & Co | 2,213 | $638.0K | 0.51% | +10+0.5% | Added |
| Custom Index Systems, LLC | 2,245 | $647.2K | 0.29% | −1,364−37.8% | Reduced |
| MQS Management LLC | 2,286 | $659.0K | 0.39% | −894−28.1% | Reduced |
| Coldstream Capital Management Inc | 2,400 | $691.8K | 0.01% | +46+2.0% | Added |
| Axq Capital, LP | 2,404 | $693.0K | 0.16% | +2,404 | New |
| Vident Advisory, LLC | 2,417 | $696.8K | 0.01% | −250−9.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,459 | $709.1K | 0.00% | −567−18.7% | Reduced |
| Harbor Advisors LLC | 2,500 | $720.7K | 0.11% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,534 | $730.5K | 0.00% | −2,793−52.4% | Reduced |
| FJ Capital Management LLC | 2,557 | $737.1K | 0.08% | 00.0% | Unchanged |
| Xponance, Inc. | 2,583 | $744.6K | 0.01% | −563−17.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,589 | $746.4K | 0.18% | −378−12.7% | Reduced |
| Advisory Services Network, LLC | 2,598 | $749.0K | 0.01% | −1,250−32.5% | Reduced |
| RBF Capital, LLC | 2,600 | $749.5K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,648 | $763.4K | 0.04% | −48−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 2,662 | $767.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,792 | $804.9K | 0.00% | +123+4.6% | Added |
| Polymer Capital Management (US) LLC | 2,811 | $810.4K | 0.10% | +1,442+105.3% | Added |
| Marshall Wace, LLP | 2,871 | $827.7K | 0.00% | +1,818+172.6% | Added |
| The PNC Financial Services Group, Inc. | 2,963 | $854.2K | 0.00% | −36−1.2% | Reduced |
| Radnor Capital Management, LLC | 2,970 | $856.2K | 0.13% | 00.0% | Unchanged |
| Gabelli Funds LLC | 2,986 | $860.8K | 0.01% | +723+31.9% | Added |
| EP Wealth Advisors, LLC | 2,992 | $862.4K | 0.00% | +2,992 | New |
| Cresset Asset Management, LLC | 3,086 | $889.6K | 0.00% | −41−1.3% | Reduced |
| Stifel Financial Corp | 3,139 | $904.8K | 0.00% | +385+14.0% | Added |
| HighTower Advisors, LLC | 3,182 | $917.3K | 0.00% | +481+17.8% | Added |
| CSM Advisors, LLC | 3,187 | $919.0K | 0.02% | +479+17.7% | Added |
| Quadrant Capital Group LLC | 3,220 | $928.3K | 0.03% | +46+1.4% | Added |
| Farther Finance Advisors, LLC | 3,307 | $953.2K | 0.01% | −20−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 3,311 | $954.5K | 0.00% | +135+4.3% | Added |
| Federated Hermes, Inc. | 3,342 | $963.4K | 0.00% | −325−8.9% | Reduced |
| Pacer Advisors, Inc. | 3,367 | $970.6K | 0.00% | −421−11.1% | Reduced |
| Evolve Private Wealth, LLC | 3,399 | $979.9K | 0.06% | +3,399 | New |
| Ritholtz Wealth Management | 3,413 | $983.9K | 0.02% | +762+28.7% | Added |
| Welch & Forbes LLC | 3,500 | $1.01M | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 3,560 | $1.03M | 0.03% | +677+23.5% | Added |
| Kendall Capital Management | 3,605 | $1.04M | 0.22% | 00.0% | Unchanged |
| US Bancorp | 3,606 | $1.04M | 0.00% | +45+1.3% | Added |
| Lecap Asset Management Ltd | 3,685 | $1.06M | 0.42% | +3,685 | New |
| HRT Financial LP | 3,708 | $1.07M | 0.00% | −7,693−67.5% | Reduced |
| Numerai GP LLC | 3,736 | $1.08M | 0.13% | +3,736 | New |
| Ethic Inc. | 3,750 | $1.08M | 0.02% | +444+13.4% | Added |
| Truist Financial Corp | 3,764 | $1.09M | 0.00% | +561+17.5% | Added |
| Cerity Partners LLC | 3,778 | $1.09M | 0.00% | +984+35.2% | Added |
| BNP Paribas Arbitrage, SA | 3,782 | $1.09M | 0.00% | −1,120−22.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,607 | $1.12M | 0.00% | +1,073+42.3% | Added |
| Sequoia Financial Advisors, LLC | 4,021 | $1.16M | 0.01% | +1,562+63.5% | Added |
| Altfest L J & Co Inc | 4,089 | $1.18M | 0.13% | +4,089 | New |
| Williamson Legacy Group, LLC | 4,109 | $1.18M | 0.93% | +62+1.5% | Added |
| Pictet Asset Management Holding SA | 4,235 | $1.22M | 0.00% | +367+9.5% | Added |
| Ieq Capital, LLC | 4,238 | $1.22M | 0.00% | −6,291−59.7% | Reduced |
| Callan Family Office, LLC | 4,242 | $1.22M | 0.03% | +2,622+161.9% | Added |
| Guinness Asset Management LTD | 4,242 | $1.24M | 0.02% | +810+23.6% | Added |
| Traub Capital Management LLC | 4,551 | $1.31M | 1.26% | −24−0.5% | Reduced |
| Two Sigma Advisers, LP | 4,700 | $1.35M | 0.00% | −300−6.0% | Reduced |
| CWM, LLC | 4,938 | $1.42M | 0.00% | −1,052−17.6% | Reduced |
| Ronald Blue Trust, Inc. | 4,980 | $1.44M | 0.02% | +193+4.0% | Added |
| Teacher Retirement System of Texas | 5,056 | $1.46M | 0.01% | −3,762−42.7% | Reduced |
| L2 Asset Management, LLC | 5,077 | $1.46M | 0.20% | −176−3.4% | Reduced |
| Danske Bank A/S | 5,084 | $1.47M | 0.00% | −8,413−62.3% | Reduced |