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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 19,629 | $5.66M | 0.02% | +11,656+146.2% | Added |
| Manufacturers Life Insurance Company, The | 19,851 | $5.72M | 0.00% | −672−3.3% | Reduced |
| State Board of Administration of Florida Retirement System | 20,108 | $5.80M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 23,519 | $6.78M | 0.01% | +21,334+976.4% | Added |
| Moran Wealth Management, LLC | 23,814 | $6.87M | 0.21% | −1,587−6.2% | Reduced |
| Sterling Capital Management LLC | 24,484 | $7.06M | 0.11% | −2,543−9.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,740 | $7.13M | 0.01% | +24,432+7,932.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 24,774 | $7.15M | 0.02% | +4,258+20.8% | Added |
| Arrowstreet Capital, Limited Partnership | 24,858 | $7.17M | 0.00% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 25,000 | $7.21M | 1.74% | +25,000 | New |
| Susquehanna Portfolio Strategies, LLC | 26,123 | $7.53M | 0.12% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 26,553 | $7.65M | 0.91% | +26,553 | New |
| California State Teachers Retirement System | 26,765 | $7.72M | 0.01% | −688−2.5% | Reduced |
| Genus Capital Management Inc. | 26,985 | $7.78M | 0.91% | +4,350+19.2% | Added |
| Assetmark, Inc | 28,113 | $8.10M | 0.02% | −157−0.6% | Reduced |
| Reinhart Partners, Inc. | 28,283 | $8.15M | 0.24% | −20,287−41.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 28,720 | $8.28M | 0.04% | +28,720 | New |
| Nicola Wealth Management Ltd. | 29,000 | $8.36M | 0.76% | 00.0% | Unchanged |
| Barclays PLC | 29,061 | $8.38M | 0.00% | −18,237−38.6% | Reduced |
| Edgestream Partners, L.P. | 30,459 | $8.78M | 0.25% | +2,366+8.4% | Added |
| Zacks Investment Management | 31,471 | $9.07M | 0.07% | +279+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 31,850 | $9.18M | 0.37% | +2,800+9.6% | Added |
| Schroder Investment Management Group | 33,319 | $9.67M | 0.01% | +8,838+36.1% | Added |
| Algert Global LLC | 33,947 | $9.79M | 0.15% | −36,943−52.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 34,908 | $10.1M | 0.01% | +15,432+79.2% | Added |
| Calamos Advisors LLC | 35,430 | $10.2M | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 35,748 | $10.3M | 0.02% | −818−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 37,845 | $10.9M | 0.12% | +18,628+96.9% | Added |
| Storebrand Asset Management AS | 38,257 | $11.0M | 0.03% | −321−0.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 38,505 | $11.1M | 0.04% | +150+0.4% | Added |
| Qube Research & Technologies Ltd | 39,246 | $11.3M | 0.02% | +39,246 | New |
| D. E. Shaw & Co., Inc. | 39,261 | $11.3M | 0.01% | −5,349−12.0% | Reduced |
| Thrivent Financial for Lutherans | 39,459 | $11.4M | 0.02% | −174−0.4% | Reduced |
| Nordea Investment Management AB | 39,784 | $11.5M | 0.01% | −4,796−10.8% | Reduced |
| Jane Street Group, LLC | 40,079 | $11.6M | 0.01% | −29,387−42.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 42,000 | $12.1M | 0.43% | +42,000 | New |
| Envestnet Asset Management Inc | 43,114 | $12.4M | 0.00% | −19,335−31.0% | Reduced |
| Legal & General Group Plc | 44,165 | $12.7M | 0.00% | −2,133−4.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 44,402 | $12.8M | 0.02% | −2,503−5.3% | Reduced |
| Los Angeles Capital Management LLC | 55,190 | $13.1M | 0.04% | −17,775−24.4% | Reduced |
| Ameriprise Financial Inc | 46,243 | $13.3M | 0.00% | −6,486−12.3% | Reduced |
| Public Employees Retirement System of Ohio | 46,483 | $13.4M | 0.04% | −912−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 50,902 | $14.7M | 0.10% | −14,599−22.3% | Reduced |
| Deutsche Bank AG | 51,354 | $14.8M | 0.00% | +101+0.2% | Added |
| Russell Investments Group, Ltd. | 52,708 | $15.2M | 0.02% | −1,598−2.9% | Reduced |
| Swiss National Bank | 56,100 | $16.2M | 0.01% | +1,000+1.8% | Added |
| Citigroup Inc | 60,416 | $17.4M | 0.01% | +51,053+545.3% | Added |
| Principal Financial Group Inc | 60,503 | $17.4M | 0.01% | −2,569−4.1% | Reduced |
| Franklin Resources Inc | 63,086 | $18.2M | 0.00% | +9,960+18.7% | Added |
| Voloridge Investment Management, LLC | 63,194 | $18.2M | 0.06% | +48,455+328.8% | Added |
| Nuveen, LLC | 64,377 | $18.6M | 0.00% | −8,298−11.4% | Reduced |
| Wallace Capital Management Inc. | 65,097 | $18.8M | 2.26% | −1,803−2.7% | Reduced |
| Quantinno Capital Management LP | 67,084 | $19.3M | 0.04% | +5,735+9.3% | Added |
| California Public Employees Retirement System | 67,333 | $19.4M | 0.01% | +946+1.4% | Added |
| Goodman Financial Corp | 67,474 | $19.5M | 3.68% | −12,787−15.9% | Reduced |
| Freestone Grove Partners LP | 73,413 | $21.2M | 0.15% | +73,413 | New |
| Loomis Sayles & Co L P | 74,280 | $21.4M | 0.03% | +74,280 | New |
| Rhumbline Advisers | 76,392 | $22.0M | 0.02% | −4,667−5.8% | Reduced |
| North Star Asset Management Inc | 77,228 | $22.3M | 0.90% | −8,106−9.5% | Reduced |
| Lord, Abbett & Co. LLC | 77,328 | $22.3M | 0.07% | +77,328 | New |
| Man Group plc | 84,334 | $24.3M | 0.05% | +5,350+6.8% | Added |
| Retirement Systems of Alabama | 85,514 | $24.7M | 0.08% | −11,323−11.7% | Reduced |
| Arbejdsmarkedets Tillaegspension | 85,807 | $24.7M | 0.63% | +85,807 | New |
| Wells Fargo & Company | 86,038 | $24.8M | 0.00% | +22,484+35.4% | Added |
| Alliancebernstein L.P. | 86,642 | $25.0M | 0.01% | −28,337−24.6% | Reduced |
| New York State Common Retirement Fund | 91,538 | $26.4M | 0.04% | −33,024−26.5% | Reduced |
| Engineers Gate Manager LP | 92,301 | $26.6M | 0.32% | +89,197+2,873.6% | Added |
| Treasurer of the State of North Carolina | 94,453 | $27.2M | 0.09% | −1,005−1.1% | Reduced |
| Victory Capital Management Inc | 94,501 | $27.2M | 0.02% | −39,955−29.7% | Reduced |
| Invesco Ltd. | 96,721 | $27.9M | 0.00% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 99,955 | $28.8M | 1.49% | +39,783+66.1% | Added |
| UBS Asset Management Americas Inc | 100,594 | $29.0M | 0.01% | −12,045−10.7% | Reduced |
| First Trust Advisors LP | 102,034 | $29.4M | 0.02% | −59,444−36.8% | Reduced |
| SEI Investments Co | 102,297 | $29.5M | 0.03% | +4,423+4.5% | Added |
| Caisse de Depot Et Placement du Quebec | 106,100 | $30.6M | 0.05% | +5,152+5.1% | Added |
| Polar Capital Holdings Plc | 107,245 | $30.9M | 0.14% | +28,722+36.6% | Added |
| Nomura Asset Management International Inc. | 122,905 | $35.4M | 0.05% | +122,905 | New |
| Artisan Partners Limited Partnership | 130,112 | $37.5M | 0.06% | +130,112 | New |
| JPMorgan Chase & Co | 133,897 | $38.6M | 0.00% | +8,254+6.6% | Added |
| Alyeska Investment Group, L.P. | 145,483 | $41.9M | 0.12% | −149,598−50.7% | Reduced |
| Goldman Sachs Group Inc | 161,651 | $46.6M | 0.01% | +35,572+28.2% | Added |
| FMR LLC | 181,842 | $52.4M | 0.00% | −1,863−1.0% | Reduced |
| Holocene Advisors, LP | 184,010 | $53.0M | 0.11% | −69,925−27.5% | Reduced |
| Balyasny Asset Management LLC | 231,675 | $66.8M | 0.13% | −104,388−31.1% | Reduced |
| Bank of America Corp | 233,332 | $67.3M | 0.00% | +48,606+26.3% | Added |
| Kiltearn Partners LLP | 236,414 | $68.2M | 14.76% | −47,400−16.7% | Reduced |
| Raymond James Financial Inc | 236,897 | $68.4M | 0.02% | +44,011+22.8% | Added |
| Price T Rowe Associates Inc | 242,292 | $69.8M | 0.01% | −1,961−0.8% | Reduced |
| Fisher Asset Management, LLC | 243,830 | $70.3M | 0.02% | +40,107+19.7% | Added |
| Bank of New York Mellon Corp | 247,189 | $71.3M | 0.01% | +3,046+1.2% | Added |
| Bruni J V & Co | 252,147 | $72.7M | 7.14% | −2,842−1.1% | Reduced |
| Channing Capital Management, LLC | 290,720 | $83.8M | 2.16% | −134,317−31.6% | Reduced |
| UBS Group AG | 295,418 | $85.2M | 0.02% | −54,794−15.6% | Reduced |
| Charles Schwab Investment Management Inc | 305,596 | $88.1M | 0.01% | −6,972−2.2% | Reduced |
| Citadel Advisors LLC | 319,437 | $92.1M | 0.06% | −325,704−50.5% | Reduced |
| Northern Trust Corp | 325,696 | $93.9M | 0.01% | −8,672−2.6% | Reduced |
| Norges Bank | 394,559 | $113.7M | 0.01% | +394,559 | New |
| Allianz Asset Management GmbH | 426,649 | $123.0M | 0.14% | +33,488+8.5% | Added |
| LSV Asset Management | 473,021 | $136.4M | 0.30% | −6,603−1.4% | Reduced |
| Geode Capital Management, LLC | 551,153 | $158.9M | 0.01% | +41,322+8.1% | Added |