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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,155 | $1.49M | 0.05% | −171−3.2% | Reduced |
| Vise Technologies, Inc. | 5,233 | $1.51M | 0.03% | +377+7.8% | Added |
| Private Client Services, LLC | 5,294 | $1.53M | 0.48% | +5,294 | New |
| Resources Investment Advisors, LLC. | 5,373 | $1.55M | 0.02% | −52−1.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,374 | $1.55M | 0.05% | +5,374 | New |
| Dark Forest Capital Management LP | 5,479 | $1.58M | 0.07% | +3,841+234.5% | Added |
| Kestra Investment Management, LLC | 5,540 | $1.60M | 0.04% | −1,243−18.3% | Reduced |
| Martingale Asset Management L P | 5,549 | $1.60M | 0.04% | −213−3.7% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,562 | $1.60M | 0.07% | −1,276−18.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,597 | $1.61M | 0.02% | −100−1.8% | Reduced |
| Intech Investment Management LLC | 5,727 | $1.65M | 0.01% | −4,587−44.5% | Reduced |
| LGT Capital Partners Ltd. | 5,730 | $1.65M | 0.08% | −4,370−43.3% | Reduced |
| Colony Group, LLC | 5,748 | $1.66M | 0.00% | +2,970+106.9% | Added |
| Quadrature Capital Ltd | 5,771 | $1.66M | 0.02% | +4,183+263.4% | Added |
| New Mexico Educational Retirement Board | 5,800 | $1.67M | 0.05% | −700−10.8% | Reduced |
| Penn Capital Management Co Inc | 5,734 | $1.68M | 0.13% | +284+5.2% | Added |
| Asset Management One Co.,Ltd. | 5,920 | $1.73M | 0.00% | +5,920 | New |
| Crossmark Global Holdings, Inc. | 6,127 | $1.77M | 0.03% | +6,127 | New |
| Summit Trail Advisors, LLC | 6,218 | $1.79M | 0.03% | −621−9.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,293 | $1.81M | 0.02% | −40−0.6% | Reduced |
| Citadel Investment Advisory, Inc. | 6,452 | $1.86M | 0.80% | +20+0.3% | Added |
| State of Michigan Retirement System | 6,619 | $1.91M | 0.01% | −100−1.5% | Reduced |
| Kennondale Capital Management LLC | 6,976 | $2.01M | 1.48% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6,990 | $2.02M | 0.25% | −99−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 7,038 | $2.03M | 0.00% | +2,456+53.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,039 | $2.03M | 0.01% | −253−3.5% | Reduced |
| Convergence Investment Partners, LLC | 7,066 | $2.04M | 0.41% | +7,066 | New |
| Wedge Capital Management L L P | 7,086 | $2.04M | 0.04% | −415−5.5% | Reduced |
| Commerce Bank | 7,552 | $2.18M | 0.01% | +11+0.1% | Added |
| Louisiana State Employees Retirement System | 7,800 | $2.25M | 0.04% | −100−1.3% | Reduced |
| Diversified Trust Co | 7,898 | $2.28M | 0.04% | +20.0% | Added |
| Arizona State Retirement System | 7,910 | $2.28M | 0.01% | −503−6.0% | Reduced |
| Voya Investment Management LLC | 8,148 | $2.35M | 0.00% | −3,208−28.2% | Reduced |
| KLP Kapitalforvaltning AS | 8,200 | $2.36M | 0.01% | −400−4.7% | Reduced |
| Cetera Investment Advisers | 8,241 | $2.38M | 0.00% | +371+4.7% | Added |
| Quest Partners LLC | 8,258 | $2.38M | 0.13% | +7,615+1,184.3% | Added |
| Mariner, LLC | 8,414 | $2.43M | 0.00% | +3,490+70.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 8,463 | $2.44M | 0.01% | −11,637−57.9% | Reduced |
| Entropy Technologies, LP | 8,524 | $2.46M | 0.13% | −500−5.5% | Reduced |
| American Century Companies Inc | 8,694 | $2.51M | 0.00% | +830+10.6% | Added |
| Oak Thistle LLC | 8,700 | $2.51M | 0.35% | +5,742+194.1% | Added |
| Nomura Holdings Inc | 9,000 | $2.59M | 0.01% | +9,000 | New |
| Handelsbanken Fonder AB | 9,000 | $2.60M | 0.01% | −1,000−10.0% | Reduced |
| State of New Jersey Common Pension Fund D | 9,025 | $2.60M | 0.01% | −717−7.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,062 | $2.61M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,147 | $2.64M | 0.01% | +1,409+18.2% | Added |
| Neuberger Berman Group LLC | 9,165 | $2.64M | 0.00% | +3,634+65.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,349 | $2.70M | 0.01% | +1,972+26.7% | Added |
| State of Wisconsin Investment Board | 9,434 | $2.72M | 0.01% | −1,826−16.2% | Reduced |
| JustInvest LLC | 9,443 | $2.72M | 0.03% | −504−5.1% | Reduced |
| Comerica Bank | 9,661 | $2.79M | 0.01% | −737−7.1% | Reduced |
| Creative Planning | 9,832 | $2.83M | 0.00% | +2,363+31.6% | Added |
| Yousif Capital Management, LLC | 9,093 | $2.90M | 0.03% | −443−4.6% | Reduced |
| Jump Financial, LLC | 10,100 | $2.91M | 0.04% | −2,592−20.4% | Reduced |
| Amundi | 10,335 | $2.98M | 0.00% | +10,335 | New |
| Blair William & Co | 10,724 | $3.09M | 0.01% | −12−0.1% | Reduced |
| Capital Fund Management S.A. | 10,926 | $3.15M | 0.03% | +10,926 | New |
| HSBC Holdings PLC | 10,935 | $3.16M | 0.00% | +9,465+643.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,259 | $3.25M | 0.01% | −5,299−32.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,434 | $3.27M | 0.02% | +688+6.4% | Added |
| Henshaw Capital LLC | 11,541 | $3.33M | 0.12% | 00.0% | Unchanged |
| Mubadala Investment Co PJSC | 11,575 | $3.34M | 0.02% | −1,457−11.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,616 | $3.35M | 0.03% | −797−6.4% | Reduced |
| Mutual of America Capital Management LLC | 11,707 | $3.37M | 0.04% | −1,415−10.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $3.39M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 11,781 | $3.40M | 0.00% | +5,571+89.7% | Added |
| Acadian Asset Management LLC | 11,903 | $3.43M | 0.01% | −171−1.4% | Reduced |
| CWC Advisors, LLC. | 12,000 | $3.46M | 1.67% | −4,309−26.4% | Reduced |
| State of Tennessee, Treasury Department | 11,610 | $3.63M | 0.01% | +257+2.3% | Added |
| Janus Henderson Group PLC | 12,770 | $3.69M | 0.00% | +823+6.9% | Added |
| Amalgamated Bank | 12,794 | $3.69M | 0.03% | −196−1.5% | Reduced |
| Bridgewater Associates, LP | 13,159 | $3.79M | 0.01% | −1,175−8.2% | Reduced |
| CI Private Wealth, LLC | 13,468 | $3.88M | 0.01% | +4,288+46.7% | Added |
| MetLife Investment Management | 13,737 | $3.96M | 0.02% | −853−5.8% | Reduced |
| Bessemer Group Inc | 13,874 | $4.00M | 0.01% | +12,732+1,114.9% | Added |
| Illinois Municipal Retirement Fund | 14,572 | $4.20M | 0.05% | −1,882−11.4% | Reduced |
| Kestra Advisory Services, LLC | 14,787 | $4.26M | 0.02% | +745+5.3% | Added |
| Carnegie Capital Asset Management, LLC | 14,857 | $4.28M | 0.08% | −860−5.5% | Reduced |
| Prana Capital Management, LP | 14,885 | $4.29M | 0.16% | +14,885 | New |
| Karl Kapital LLC | 14,898 | $4.29M | 3.81% | +14,898 | New |
| Moody Aldrich Partners LLC | 15,111 | $4.36M | 0.81% | 00.0% | Unchanged |
| Credit Agricole S A | 15,278 | $4.40M | 0.01% | +4,595+43.0% | Added |
| Altar Rock LLC | 15,542 | $4.48M | 5.37% | +15,542 | New |
| Long Road Investment Counsel, LLC | 15,581 | $4.49M | 1.70% | +485+3.2% | Added |
| Bank of Montreal | 15,640 | $4.51M | 0.00% | +977+6.7% | Added |
| Pathstone Holdings, LLC | 15,663 | $4.52M | 0.02% | +16+0.1% | Added |
| Prudential Financial Inc | 16,290 | $4.73M | 0.01% | +13,383+460.4% | Added |
| Royal Bank of Canada | 16,716 | $4.82M | 0.00% | −64,403−79.4% | Reduced |
| Great West Life Assurance Co | 16,826 | $4.86M | 0.01% | −8,310−33.1% | Reduced |
| Horizon Investments, LLC | 16,961 | $4.89M | 0.06% | +2,946+21.0% | Added |
| Chase Investment Counsel Corp | 17,215 | $4.96M | 1.39% | +17,215 | New |
| Carrera Capital Advisors | 17,573 | $5.07M | 0.85% | −441−2.4% | Reduced |
| OP Asset Management Ltd | 17,632 | $5.08M | 0.06% | −5,776−24.7% | Reduced |
| State of Alaska, Department of Revenue | 17,795 | $5.13M | 0.05% | −320−1.8% | Reduced |
| Poehling Capital Management, LLC | 18,204 | $5.25M | 1.07% | −114−0.6% | Reduced |
| Oliver Luxxe Assets LLC | 18,407 | $5.31M | 0.81% | +7,197+64.2% | Added |
| Seascape Capital Management | 18,492 | $5.33M | 1.52% | +115+0.6% | Added |
| Renaissance Technologies LLC | 19,100 | $5.51M | 0.01% | −48,200−71.6% | Reduced |
| EAM Investors, LLC | 19,138 | $5.52M | 0.61% | +19,138 | New |
| Amplius Wealth Advisors, LLC | 19,613 | $5.65M | 0.47% | +17+0.1% | Added |