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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 26,123 | $7.53M | 0.12% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 25,000 | $7.21M | 1.74% | +25,000 | New |
| Arrowstreet Capital, Limited Partnership | 24,858 | $7.17M | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 24,774 | $7.15M | 0.02% | +4,258+20.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,740 | $7.13M | 0.01% | +24,432+7,932.5% | Added |
| Sterling Capital Management LLC | 24,484 | $7.06M | 0.11% | −2,543−9.4% | Reduced |
| Moran Wealth Management, LLC | 23,814 | $6.87M | 0.21% | −1,587−6.2% | Reduced |
| Squarepoint Ops LLC | 23,519 | $6.78M | 0.01% | +21,334+976.4% | Added |
| State Board of Administration of Florida Retirement System | 20,108 | $5.80M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,851 | $5.72M | 0.00% | −672−3.3% | Reduced |
| Nisa Investment Advisors, LLC | 19,629 | $5.66M | 0.02% | +11,656+146.2% | Added |
| Amplius Wealth Advisors, LLC | 19,613 | $5.65M | 0.47% | +17+0.1% | Added |
| EAM Investors, LLC | 19,138 | $5.52M | 0.61% | +19,138 | New |
| Renaissance Technologies LLC | 19,100 | $5.51M | 0.01% | −48,200−71.6% | Reduced |
| Seascape Capital Management | 18,492 | $5.33M | 1.52% | +115+0.6% | Added |
| Oliver Luxxe Assets LLC | 18,407 | $5.31M | 0.81% | +7,197+64.2% | Added |
| Poehling Capital Management, LLC | 18,204 | $5.25M | 1.07% | −114−0.6% | Reduced |
| State of Alaska, Department of Revenue | 17,795 | $5.13M | 0.05% | −320−1.8% | Reduced |
| OP Asset Management Ltd | 17,632 | $5.08M | 0.06% | −5,776−24.7% | Reduced |
| Carrera Capital Advisors | 17,573 | $5.07M | 0.85% | −441−2.4% | Reduced |
| Chase Investment Counsel Corp | 17,215 | $4.96M | 1.39% | +17,215 | New |
| Horizon Investments, LLC | 16,961 | $4.89M | 0.06% | +2,946+21.0% | Added |
| Great West Life Assurance Co | 16,826 | $4.86M | 0.01% | −8,310−33.1% | Reduced |
| Royal Bank of Canada | 16,716 | $4.82M | 0.00% | −64,403−79.4% | Reduced |
| Prudential Financial Inc | 16,290 | $4.73M | 0.01% | +13,383+460.4% | Added |
| Pathstone Holdings, LLC | 15,663 | $4.52M | 0.02% | +16+0.1% | Added |
| Bank of Montreal | 15,640 | $4.51M | 0.00% | +977+6.7% | Added |
| Long Road Investment Counsel, LLC | 15,581 | $4.49M | 1.70% | +485+3.2% | Added |
| Altar Rock LLC | 15,542 | $4.48M | 5.37% | +15,542 | New |
| Credit Agricole S A | 15,278 | $4.40M | 0.01% | +4,595+43.0% | Added |
| Moody Aldrich Partners LLC | 15,111 | $4.36M | 0.81% | 00.0% | Unchanged |
| Karl Kapital LLC | 14,898 | $4.29M | 3.81% | +14,898 | New |
| Prana Capital Management, LP | 14,885 | $4.29M | 0.16% | +14,885 | New |
| Carnegie Capital Asset Management, LLC | 14,857 | $4.28M | 0.08% | −860−5.5% | Reduced |
| Kestra Advisory Services, LLC | 14,787 | $4.26M | 0.02% | +745+5.3% | Added |
| Illinois Municipal Retirement Fund | 14,572 | $4.20M | 0.05% | −1,882−11.4% | Reduced |
| Bessemer Group Inc | 13,874 | $4.00M | 0.01% | +12,732+1,114.9% | Added |
| MetLife Investment Management | 13,737 | $3.96M | 0.02% | −853−5.8% | Reduced |
| CI Private Wealth, LLC | 13,468 | $3.88M | 0.01% | +4,288+46.7% | Added |
| Bridgewater Associates, LP | 13,159 | $3.79M | 0.01% | −1,175−8.2% | Reduced |
| Amalgamated Bank | 12,794 | $3.69M | 0.03% | −196−1.5% | Reduced |
| Janus Henderson Group PLC | 12,770 | $3.69M | 0.00% | +823+6.9% | Added |
| State of Tennessee, Treasury Department | 11,610 | $3.63M | 0.01% | +257+2.3% | Added |
| CWC Advisors, LLC. | 12,000 | $3.46M | 1.67% | −4,309−26.4% | Reduced |
| Acadian Asset Management LLC | 11,903 | $3.43M | 0.01% | −171−1.4% | Reduced |
| LPL Financial LLC | 11,781 | $3.40M | 0.00% | +5,571+89.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 11,745 | $3.39M | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,707 | $3.37M | 0.04% | −1,415−10.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,616 | $3.35M | 0.03% | −797−6.4% | Reduced |
| Mubadala Investment Co PJSC | 11,575 | $3.34M | 0.02% | −1,457−11.2% | Reduced |
| Henshaw Capital LLC | 11,541 | $3.33M | 0.12% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,434 | $3.27M | 0.02% | +688+6.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,259 | $3.25M | 0.01% | −5,299−32.0% | Reduced |
| HSBC Holdings PLC | 10,935 | $3.16M | 0.00% | +9,465+643.9% | Added |
| Capital Fund Management S.A. | 10,926 | $3.15M | 0.03% | +10,926 | New |
| Blair William & Co | 10,724 | $3.09M | 0.01% | −12−0.1% | Reduced |
| Amundi | 10,335 | $2.98M | 0.00% | +10,335 | New |
| Jump Financial, LLC | 10,100 | $2.91M | 0.04% | −2,592−20.4% | Reduced |
| Yousif Capital Management, LLC | 9,093 | $2.90M | 0.03% | −443−4.6% | Reduced |
| Creative Planning | 9,832 | $2.83M | 0.00% | +2,363+31.6% | Added |
| Comerica Bank | 9,661 | $2.79M | 0.01% | −737−7.1% | Reduced |
| JustInvest LLC | 9,443 | $2.72M | 0.03% | −504−5.1% | Reduced |
| State of Wisconsin Investment Board | 9,434 | $2.72M | 0.01% | −1,826−16.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,349 | $2.70M | 0.01% | +1,972+26.7% | Added |
| Neuberger Berman Group LLC | 9,165 | $2.64M | 0.00% | +3,634+65.7% | Added |
| O'Shaughnessy Asset Management, LLC | 9,147 | $2.64M | 0.01% | +1,409+18.2% | Added |
| Teachers Retirement System of the State of Kentucky | 9,062 | $2.61M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 9,025 | $2.60M | 0.01% | −717−7.4% | Reduced |
| Handelsbanken Fonder AB | 9,000 | $2.60M | 0.01% | −1,000−10.0% | Reduced |
| Nomura Holdings Inc | 9,000 | $2.59M | 0.01% | +9,000 | New |
| Oak Thistle LLC | 8,700 | $2.51M | 0.35% | +5,742+194.1% | Added |
| American Century Companies Inc | 8,694 | $2.51M | 0.00% | +830+10.6% | Added |
| Entropy Technologies, LP | 8,524 | $2.46M | 0.13% | −500−5.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,463 | $2.44M | 0.01% | −11,637−57.9% | Reduced |
| Mariner, LLC | 8,414 | $2.43M | 0.00% | +3,490+70.9% | Added |
| Quest Partners LLC | 8,258 | $2.38M | 0.13% | +7,615+1,184.3% | Added |
| Cetera Investment Advisers | 8,241 | $2.38M | 0.00% | +371+4.7% | Added |
| KLP Kapitalforvaltning AS | 8,200 | $2.36M | 0.01% | −400−4.7% | Reduced |
| Voya Investment Management LLC | 8,148 | $2.35M | 0.00% | −3,208−28.2% | Reduced |
| Arizona State Retirement System | 7,910 | $2.28M | 0.01% | −503−6.0% | Reduced |
| Diversified Trust Co | 7,898 | $2.28M | 0.04% | +20.0% | Added |
| Louisiana State Employees Retirement System | 7,800 | $2.25M | 0.04% | −100−1.3% | Reduced |
| Commerce Bank | 7,552 | $2.18M | 0.01% | +11+0.1% | Added |
| Wedge Capital Management L L P | 7,086 | $2.04M | 0.04% | −415−5.5% | Reduced |
| Convergence Investment Partners, LLC | 7,066 | $2.04M | 0.41% | +7,066 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,039 | $2.03M | 0.01% | −253−3.5% | Reduced |
| Ensign Peak Advisors, Inc | 7,038 | $2.03M | 0.00% | +2,456+53.6% | Added |
| SkyView Investment Advisors, LLC | 6,990 | $2.02M | 0.25% | −99−1.4% | Reduced |
| Kennondale Capital Management LLC | 6,976 | $2.01M | 1.48% | 00.0% | Unchanged |
| State of Michigan Retirement System | 6,619 | $1.91M | 0.01% | −100−1.5% | Reduced |
| Citadel Investment Advisory, Inc. | 6,452 | $1.86M | 0.80% | +20+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,293 | $1.81M | 0.02% | −40−0.6% | Reduced |
| Summit Trail Advisors, LLC | 6,218 | $1.79M | 0.03% | −621−9.1% | Reduced |
| Crossmark Global Holdings, Inc. | 6,127 | $1.77M | 0.03% | +6,127 | New |
| Asset Management One Co.,Ltd. | 5,920 | $1.73M | 0.00% | +5,920 | New |
| Penn Capital Management Co Inc | 5,734 | $1.68M | 0.13% | +284+5.2% | Added |
| New Mexico Educational Retirement Board | 5,800 | $1.67M | 0.05% | −700−10.8% | Reduced |
| Quadrature Capital Ltd | 5,771 | $1.66M | 0.02% | +4,183+263.4% | Added |
| Colony Group, LLC | 5,748 | $1.66M | 0.00% | +2,970+106.9% | Added |
| LGT Capital Partners Ltd. | 5,730 | $1.65M | 0.08% | −4,370−43.3% | Reduced |