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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 5,727 | $1.65M | 0.01% | −4,587−44.5% | Reduced |
| Oregon Public Employees Retirement Fund | 5,597 | $1.61M | 0.02% | −100−1.8% | Reduced |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,562 | $1.60M | 0.07% | −1,276−18.7% | Reduced |
| Martingale Asset Management L P | 5,549 | $1.60M | 0.04% | −213−3.7% | Reduced |
| Kestra Investment Management, LLC | 5,540 | $1.60M | 0.04% | −1,243−18.3% | Reduced |
| Dark Forest Capital Management LP | 5,479 | $1.58M | 0.07% | +3,841+234.5% | Added |
| Susquehanna Fundamental Investments, LLC | 5,374 | $1.55M | 0.05% | +5,374 | New |
| Resources Investment Advisors, LLC. | 5,373 | $1.55M | 0.02% | −52−1.0% | Reduced |
| Private Client Services, LLC | 5,294 | $1.53M | 0.48% | +5,294 | New |
| Vise Technologies, Inc. | 5,233 | $1.51M | 0.03% | +377+7.8% | Added |
| Ameritas Investment Partners, Inc. | 5,155 | $1.49M | 0.05% | −171−3.2% | Reduced |
| Danske Bank A/S | 5,084 | $1.47M | 0.00% | −8,413−62.3% | Reduced |
| L2 Asset Management, LLC | 5,077 | $1.46M | 0.20% | −176−3.4% | Reduced |
| Teacher Retirement System of Texas | 5,056 | $1.46M | 0.01% | −3,762−42.7% | Reduced |
| Ronald Blue Trust, Inc. | 4,980 | $1.44M | 0.02% | +193+4.0% | Added |
| CWM, LLC | 4,938 | $1.42M | 0.00% | −1,052−17.6% | Reduced |
| Two Sigma Advisers, LP | 4,700 | $1.35M | 0.00% | −300−6.0% | Reduced |
| Traub Capital Management LLC | 4,551 | $1.31M | 1.26% | −24−0.5% | Reduced |
| Guinness Asset Management LTD | 4,242 | $1.24M | 0.02% | +810+23.6% | Added |
| Callan Family Office, LLC | 4,242 | $1.22M | 0.03% | +2,622+161.9% | Added |
| Ieq Capital, LLC | 4,238 | $1.22M | 0.00% | −6,291−59.7% | Reduced |
| Pictet Asset Management Holding SA | 4,235 | $1.22M | 0.00% | +367+9.5% | Added |
| Williamson Legacy Group, LLC | 4,109 | $1.18M | 0.93% | +62+1.5% | Added |
| Altfest L J & Co Inc | 4,089 | $1.18M | 0.13% | +4,089 | New |
| Sequoia Financial Advisors, LLC | 4,021 | $1.16M | 0.01% | +1,562+63.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,607 | $1.12M | 0.00% | +1,073+42.3% | Added |
| BNP Paribas Arbitrage, SA | 3,782 | $1.09M | 0.00% | −1,120−22.8% | Reduced |
| Cerity Partners LLC | 3,778 | $1.09M | 0.00% | +984+35.2% | Added |
| Truist Financial Corp | 3,764 | $1.09M | 0.00% | +561+17.5% | Added |
| Ethic Inc. | 3,750 | $1.08M | 0.02% | +444+13.4% | Added |
| Numerai GP LLC | 3,736 | $1.08M | 0.13% | +3,736 | New |
| HRT Financial LP | 3,708 | $1.07M | 0.00% | −7,693−67.5% | Reduced |
| Lecap Asset Management Ltd | 3,685 | $1.06M | 0.42% | +3,685 | New |
| US Bancorp | 3,606 | $1.04M | 0.00% | +45+1.3% | Added |
| Kendall Capital Management | 3,605 | $1.04M | 0.22% | 00.0% | Unchanged |
| Vestcor Inc | 3,560 | $1.03M | 0.03% | +677+23.5% | Added |
| Welch & Forbes LLC | 3,500 | $1.01M | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,413 | $983.9K | 0.02% | +762+28.7% | Added |
| Evolve Private Wealth, LLC | 3,399 | $979.9K | 0.06% | +3,399 | New |
| Pacer Advisors, Inc. | 3,367 | $970.6K | 0.00% | −421−11.1% | Reduced |
| Federated Hermes, Inc. | 3,342 | $963.4K | 0.00% | −325−8.9% | Reduced |
| Rockefeller Capital Management L.P. | 3,311 | $954.5K | 0.00% | +135+4.3% | Added |
| Farther Finance Advisors, LLC | 3,307 | $953.2K | 0.01% | −20−0.6% | Reduced |
| Quadrant Capital Group LLC | 3,220 | $928.3K | 0.03% | +46+1.4% | Added |
| CSM Advisors, LLC | 3,187 | $919.0K | 0.02% | +479+17.7% | Added |
| HighTower Advisors, LLC | 3,182 | $917.3K | 0.00% | +481+17.8% | Added |
| Stifel Financial Corp | 3,139 | $904.8K | 0.00% | +385+14.0% | Added |
| Cresset Asset Management, LLC | 3,086 | $889.6K | 0.00% | −41−1.3% | Reduced |
| EP Wealth Advisors, LLC | 2,992 | $862.4K | 0.00% | +2,992 | New |
| Gabelli Funds LLC | 2,986 | $860.8K | 0.01% | +723+31.9% | Added |
| Radnor Capital Management, LLC | 2,970 | $856.2K | 0.13% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,963 | $854.2K | 0.00% | −36−1.2% | Reduced |
| Marshall Wace, LLP | 2,871 | $827.7K | 0.00% | +1,818+172.6% | Added |
| Polymer Capital Management (US) LLC | 2,811 | $810.4K | 0.10% | +1,442+105.3% | Added |
| Mercer Global Advisors Inc | 2,792 | $804.9K | 0.00% | +123+4.6% | Added |
| Public Employees Retirement Association of Colorado | 2,662 | $767.0K | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,648 | $763.4K | 0.04% | −48−1.8% | Reduced |
| RBF Capital, LLC | 2,600 | $749.5K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,598 | $749.0K | 0.01% | −1,250−32.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,589 | $746.4K | 0.18% | −378−12.7% | Reduced |
| Xponance, Inc. | 2,583 | $744.6K | 0.01% | −563−17.9% | Reduced |
| FJ Capital Management LLC | 2,557 | $737.1K | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,534 | $730.5K | 0.00% | −2,793−52.4% | Reduced |
| Harbor Advisors LLC | 2,500 | $720.7K | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,459 | $709.1K | 0.00% | −567−18.7% | Reduced |
| Vident Advisory, LLC | 2,417 | $696.8K | 0.01% | −250−9.4% | Reduced |
| Axq Capital, LP | 2,404 | $693.0K | 0.16% | +2,404 | New |
| Coldstream Capital Management Inc | 2,400 | $691.8K | 0.01% | +46+2.0% | Added |
| MQS Management LLC | 2,286 | $659.0K | 0.39% | −894−28.1% | Reduced |
| Custom Index Systems, LLC | 2,245 | $647.2K | 0.29% | −1,364−37.8% | Reduced |
| Schubert & Co | 2,213 | $638.0K | 0.51% | +10+0.5% | Added |
| Swiss Life Asset Management Ltd | 2,210 | $637.1K | 0.00% | +864+64.2% | Added |
| Horizon Kinetics Asset Management LLC | 2,195 | $632.8K | 0.01% | +217+11.0% | Added |
| Childress Capital Advisors, LLC | 2,044 | $589.2K | 0.09% | +1,118+120.7% | Added |
| Mackenzie Financial Corp | 2,032 | $588.8K | 0.00% | −2,730−57.3% | Reduced |
| Kathmere Capital Management, LLC | 2,025 | $583.8K | 0.04% | +2,025 | New |
| Securian Asset Management, Inc | 2,018 | $581.7K | 0.02% | −100−4.7% | Reduced |
| Gamco Investors, Inc. Et Al | 2,000 | $576.6K | 0.01% | −775−27.9% | Reduced |
| United Capital Financial Advisers, LLC | 1,936 | $558.0K | 0.00% | +749+63.1% | Added |
| Greenleaf Trust | 1,801 | $519.2K | 0.00% | +26+1.5% | Added |
| Hudson Bay Capital Management LP | 1,800 | $518.9K | 0.00% | +1,800 | New |
| 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 |
| South Dakota Investment Council | 1,688 | $487.0K | 0.01% | −200−10.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,664 | $479.6K | 0.00% | +606+57.3% | Added |
| M&T Bank Corp | 1,646 | $474.5K | 0.00% | +368+28.8% | Added |
| Jupiter Asset Management Ltd | 1,619 | $466.7K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,580 | $455.5K | 0.24% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,557 | $449.0K | 0.00% | −2,580−62.4% | Reduced |
| Cambria Investment Management, L.P. | 1,535 | $442.5K | 0.03% | +209+15.8% | Added |
| Quantbot Technologies LP | 1,530 | $441.1K | 0.01% | −5,019−76.6% | Reduced |
| GAMMA Investing LLC | 1,518 | $437.6K | 0.02% | +185+13.9% | Added |
| Boothbay Fund Management, LLC | 1,514 | $436.5K | 0.01% | +1,514 | New |
| BTC Capital Management, Inc. | 1,499 | $432.7K | 0.03% | +1,499 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,500 | $432.4K | 0.16% | +1,500 | New |
| Allegheny Financial Group LTD | 1,495 | $431.0K | 0.06% | −15−1.0% | Reduced |
| Glenmede Trust Co NA | 1,492 | $430.1K | 0.00% | +1,492 | New |
| Utah Retirement Systems | 1,477 | $425.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 1,462 | $421.5K | 0.02% | +21+1.5% | Added |
| Levin Capital Strategies, L.P. | 1,454 | $419.2K | 0.04% | +1,454 | New |