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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 1,388 | $400.1K | 0.02% | +1,388 | New |
| Forum Financial Management, LP | 1,385 | $399.3K | 0.01% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,380 | $397.9K | 0.14% | 00.0% | Unchanged |
| Index Technologies Group LLC | 1,378 | $397.3K | 0.41% | +1,378 | New |
| Maryland State Retirement & Pension System | 1,376 | $396.7K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,354 | $390.3K | 0.00% | +141+11.6% | Added |
| Dorsey & Whitney Trust CO LLC | 1,347 | $388.3K | 0.02% | −27−2.0% | Reduced |
| Picton Mahoney Asset Management | 1,333 | $384.3K | 0.00% | −2,584−66.0% | Reduced |
| Tolleson Wealth Management, Inc. | 1,319 | $380.2K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 1,287 | $371.0K | 0.02% | +298+30.1% | Added |
| Natixis | 1,281 | $369.3K | 0.00% | +1,281 | New |
| Atria Investments LLC | 1,275 | $367.4K | 0.00% | +298+30.5% | Added |
| Fulton Bank, N.A. | 1,262 | $363.8K | 0.01% | +1,262 | New |
| Manning & Napier Advisors LLC | 1,240 | $360.0K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,227 | $353.7K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,214 | $350.0K | 0.03% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,202 | $346.5K | 0.01% | +221+22.5% | Added |
| TD Private Client Wealth LLC | 1,184 | $341.3K | 0.01% | +295+33.2% | Added |
| Warren Averett Asset Management, LLC | 1,155 | $333.0K | 0.00% | +139+13.7% | Added |
| Laird Norton Trust Company, LLC | 1,155 | $333.0K | 0.01% | +1,155 | New |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $331.5K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,137 | $330.1K | 0.00% | +16+1.4% | Added |
| Cadent Capital Advisors, LLC | 1,134 | $326.9K | 0.09% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,128 | $325.2K | 0.00% | −80−6.6% | Reduced |
| Bank of New Hampshire | 1,104 | $318.3K | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,100 | $317.1K | 0.00% | +1,100 | New |
| MAI Capital Management | 1,087 | $313.4K | 0.00% | −21−1.9% | Reduced |
| Old National Bancorp | 1,087 | $313.4K | 0.01% | +8+0.7% | Added |
| AlphaCore Capital LLC | 1,083 | $312.2K | 0.01% | +36+3.4% | Added |
| Checchi Capital Advisers, LLC | 1,081 | $311.6K | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 1,076 | $310.2K | 0.01% | +1,076 | New |
| GWM Advisors LLC | 1,075 | $309.9K | 0.00% | +1,060+7,066.7% | Added |
| Chicago Partners Investment Group LLC | 968 | $309.6K | 0.01% | +4+0.4% | Added |
| Panagora Asset Management Inc | 1,068 | $307.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,056 | $304.4K | 0.00% | −6,209−85.5% | Reduced |
| Global Retirement Partners, LLC | 1,043 | $300.7K | 0.01% | +829+387.4% | Added |
| Susquehanna International Group, LLP | 1,032 | $297.5K | 0.00% | −847−45.1% | Reduced |
| CIBC Asset Management Inc | 1,023 | $294.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,003 | $289.1K | 0.00% | +34+3.5% | Added |
| Birch Financial Group, LLC | 985 | $284.0K | 0.16% | −14−1.4% | Reduced |
| North Dakota State Investment Board | 975 | $281.1K | 0.01% | +975 | New |
| Parallel Advisors, LLC | 974 | $280.8K | 0.01% | −14−1.4% | Reduced |
| Merit Financial Group, LLC | 974 | $280.6K | 0.00% | +101+11.6% | Added |
| Inceptionr LLC | 967 | $278.8K | 0.08% | +967 | New |
| Brevan Howard Capital Management LP | 962 | $277.3K | 0.01% | −1,042−52.0% | Reduced |
| Elevated Financial Group LLC | 956 | $275.6K | 0.10% | +956 | New |
| Transcend Wealth Collective, LLC | 949 | $273.6K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Services | 932 | $268.7K | 0.08% | −10−1.1% | Reduced |
| Shelton Capital Management | 928 | $267.5K | 0.01% | −80−7.9% | Reduced |
| Autumn Glory Partners, LLC | 925 | $266.7K | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 924 | $266.4K | 0.01% | +924 | New |
| Skopos Labs, Inc. | 911 | $266.1K | 0.01% | +911 | New |
| Brown Brothers Harriman & Co | 922 | $265.8K | 0.00% | −2,983−76.4% | Reduced |
| Magnetar Financial LLC | 912 | $262.9K | 0.00% | +912 | New |
| Cooper Financial Group | 904 | $260.6K | 0.03% | −47−4.9% | Reduced |
| EMC Capital Management | 902 | $260.0K | 0.12% | −159−15.0% | Reduced |
| MBB Public Markets I LLC | 894 | $257.7K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 886 | $255.4K | 0.01% | −154−14.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 880 | $253.7K | 0.01% | +880 | New |
| PCM Encore, LLC | 877 | $252.8K | 0.05% | +877 | New |
| Sagewood Asset Management LP | 870 | $250.8K | 0.09% | +870 | New |
| Investment Partners Asset Management, Inc. | 836 | $241.0K | 0.15% | +836 | New |
| Exchange Traded Concepts, LLC | 824 | $237.5K | 0.00% | +824 | New |
| R Squared Ltd | 814 | $234.7K | 0.11% | +814 | New |
| Nicolet Bankshares Inc | 803 | $231.5K | 0.04% | +803 | New |
| First Nebraska Trust Co | 799 | $230.3K | 0.02% | +799 | New |
| Hancock Whitney Corp | 789 | $227.5K | 0.00% | −1,066−57.5% | Reduced |
| Johnson Investment Counsel Inc | 789 | $227.5K | 0.00% | +789 | New |
| Inscription Capital, LLC | 788 | $227.2K | 0.02% | +788 | New |
| Mangrove Partners | 775 | $223.4K | 0.02% | +775 | New |
| Baron Wealth Management LLC | 771 | $222.3K | 0.07% | +771 | New |
| Ashton Thomas Private Wealth, LLC | 769 | $221.7K | 0.01% | +769 | New |
| Tower Research Capital LLC (TRC) | 768 | $221.4K | 0.01% | −1,106−59.0% | Reduced |
| State of Wyoming | 765 | $220.5K | 0.02% | +393+105.6% | Added |
| DGS Capital Management, LLC | 763 | $220.0K | 0.04% | +763 | New |
| Ironwood Investment Counsel, LLC | 745 | $214.8K | 0.03% | +745 | New |
| Wedmont Private Capital | 671 | $206.5K | 0.01% | +671 | New |
| JBF Capital, Inc. | 700 | $201.8K | 0.03% | +700 | New |
| Integrated Quantitative Investments LLC | 700 | $201.8K | 0.04% | +700 | New |
| DekaBank Deutsche Girozentrale | 1,143 | $198.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 661 | $190.6K | 0.00% | +1+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 657 | $189.4K | 0.00% | −20−3.0% | Reduced |
| USA Financial Portformulas Corp | 635 | $183.1K | 0.03% | −113−15.1% | Reduced |
| IFP Advisors, Inc | 615 | $177.3K | 0.00% | +539+709.2% | Added |
| Signaturefd, LLC | 589 | $169.7K | 0.00% | +31+5.6% | Added |
| Bayforest Capital Ltd | 571 | $164.6K | 0.12% | −550−49.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 558 | $160.9K | 0.00% | +18+3.3% | Added |
| Allworth Financial LP | 482 | $138.9K | 0.00% | +45+10.3% | Added |
| Umb Bank N A | 438 | $126.3K | 0.00% | +72+19.7% | Added |
| Quarry LP | 425 | $122.5K | 0.02% | +213+100.5% | Added |
| Versant Capital Management, Inc | 359 | $103.5K | 0.01% | +17+5.0% | Added |
| Smithfield Trust Co | 360 | $103.0K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 347 | $100.0K | 0.06% | +347 | New |
| Rossby Financial, LCC | 341 | $98.3K | 0.03% | −4−1.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $95.7K | 0.02% | −206−38.3% | Reduced |
| Truvestments Capital LLC | 330 | $95.1K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 329 | $94.8K | 0.00% | +3+0.9% | Added |
| Nomura Asset Management Co Ltd | 320 | $92.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 305 | $88.0K | 0.00% | +163+114.8% | Added |
| National Bank of Canada | 300 | $86.5K | 0.00% | −3−1.0% | Reduced |