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 |
|---|---|---|---|---|---|
| Lyrical Asset Management LP | 551,587 | $159.0M | 2.25% | −28,248−4.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 685,588 | $197.6M | 0.67% | +115,313+20.2% | Added |
| Dimensional Fund Advisors LP | 699,448 | $201.6M | 0.04% | +15,332+2.2% | Added |
| Millennium Management LLC | 796,010 | $229.5M | 0.16% | −221,103−21.7% | Reduced |
| Clarkston Capital Partners, LLC | 904,119 | $260.6M | 6.03% | −328,214−26.6% | Reduced |
| State Street Corp | 929,397 | $267.9M | 0.01% | −34,311−3.6% | Reduced |
| Boston Partners | 1,136,710 | $327.8M | 0.34% | −20,634−1.8% | Reduced |
| Ariel Investments, LLC | 1,182,223 | $340.8M | 3.68% | −81,601−6.5% | Reduced |
| Morgan Stanley | 1,705,721 | $491.7M | 0.03% | −235,797−12.1% | Reduced |
| Vanguard Group Inc | 2,683,585 | $773.6M | 0.01% | −88,693−3.2% | Reduced |
| BlackRock, Inc. | 2,799,201 | $807.0M | 0.01% | −22,654−0.8% | Reduced |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −87,601−100.0% | Sold out |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −22,467−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −15,728−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −7,495−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −6,703−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −5,032−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,779−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,577−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| Dodge & Cox | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Lingohr & Partner Asset Management GmbH | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |