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, Q1 2026
Institutional positions in Affiliated Managers Group, Inc. as of Mar 31, 2026. 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
- 548
- +44 vs. Q4 2025
- Shares held
- 24.8M
- +2.07M (+9.1%) vs. Q4 2025
- Total value
- $6.88B
- +$311.0M (+4.7%) vs. Q4 2025
- New holders
- 90
- 218 more added
- Sold out
- 46
- 137 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,867,665 | $793.5M | 0.01% | +68,464+2.4% | Added |
| Morgan Stanley | 1,732,512 | $479.4M | 0.03% | +26,791+1.6% | Added |
| Vanguard Portfolio Management LLC | 1,359,793 | $376.3M | 0.02% | +1,359,793 | New |
| Vanguard Capital Management LLC | 1,174,746 | $325.1M | 0.01% | +1,174,746 | New |
| Ariel Investments, LLC | 1,064,030 | $294.4M | 3.30% | −118,193−10.0% | Reduced |
| Boston Partners | 971,247 | $268.7M | 0.28% | −165,463−14.6% | Reduced |
| State Street Corp | 926,733 | $256.4M | 0.01% | −2,664−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 760,213 | $210.4M | 0.71% | +74,625+10.9% | Added |
| Dimensional Fund Advisors LP | 718,313 | $198.7M | 0.04% | +18,865+2.7% | Added |
| Geode Capital Management, LLC | 635,778 | $176.0M | 0.01% | +84,625+15.4% | Added |
| Lyrical Asset Management LP | 502,121 | $138.9M | 2.12% | −49,466−9.0% | Reduced |
| Allianz Asset Management GmbH | 488,742 | $135.2M | 0.16% | +62,093+14.6% | Added |
| LSV Asset Management | 476,811 | $131.9M | 0.28% | +3,790+0.8% | Added |
| Bank of America Corp | 409,578 | $113.3M | 0.01% | +176,246+75.5% | Added |
| Northern Trust Corp | 348,882 | $96.5M | 0.01% | +23,186+7.1% | Added |
| Invesco Ltd. | 316,490 | $87.6M | 0.01% | +219,769+227.2% | Added |
| Clarkston Capital Partners, LLC | 313,708 | $86.8M | 6.62% | −590,411−65.3% | Reduced |
| Charles Schwab Investment Management Inc | 308,031 | $85.2M | 0.01% | +2,435+0.8% | Added |
| Channing Capital Management, LLC | 302,672 | $83.7M | 2.14% | +11,952+4.1% | Added |
| Bank of New York Mellon Corp | 300,265 | $83.1M | 0.02% | +53,076+21.5% | Added |
| Fisher Asset Management, LLC | 253,263 | $70.1M | 0.02% | +9,433+3.9% | Added |
| Jane Street Group, LLC | 252,505 | $69.9M | 0.08% | +212,426+530.0% | Added |
| Bruni J V & Co | 249,765 | $69.1M | 7.22% | −2,382−0.9% | Reduced |
| Citadel Advisors LLC | 247,220 | $68.4M | 0.05% | −72,217−22.6% | Reduced |
| Raymond James Financial Inc | 231,461 | $63.6M | 0.02% | −5,436−2.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 220,887 | $61.1M | 0.10% | +114,787+108.2% | Added |
| Alliancebernstein L.P. | 206,103 | $59.4M | 0.02% | +119,461+137.9% | Added |
| Kiltearn Partners LLP | 195,114 | $54.0M | 14.53% | −41,300−17.5% | Reduced |
| Goldman Sachs Group Inc | 185,357 | $51.3M | 0.01% | +23,706+14.7% | Added |
| Price T Rowe Associates Inc | 183,621 | $50.8M | 0.01% | −58,671−24.2% | Reduced |
| FMR LLC | 179,975 | $49.8M | 0.00% | −1,867−1.0% | Reduced |
| Artisan Partners Limited Partnership | 173,595 | $48.0M | 0.08% | +43,483+33.4% | Added |
| Vanguard Fiduciary Trust Co | 172,259 | $47.7M | 0.01% | +172,259 | New |
| Lord, Abbett & Co. LLC | 154,670 | $42.8M | 0.14% | +77,342+100.0% | Added |
| Qube Research & Technologies Ltd | 154,233 | $42.7M | 0.06% | +114,987+293.0% | Added |
| Woodline Partners LP | 145,879 | $40.4M | 0.15% | +145,879 | New |
| JPMorgan Chase & Co | 140,540 | $37.9M | 0.00% | +6,643+5.0% | Added |
| Voloridge Investment Management, LLC | 130,848 | $36.2M | 0.15% | +67,654+107.1% | Added |
| UBS Group AG | 129,121 | $35.7M | 0.01% | −166,297−56.3% | Reduced |
| Franklin Resources Inc | 119,615 | $33.1M | 0.01% | +56,529+89.6% | Added |
| Renaissance Technologies LLC | 109,750 | $30.4M | 0.05% | +90,650+474.6% | Added |
| SEI Investments Co | 107,654 | $29.8M | 0.03% | +5,357+5.2% | Added |
| Treasurer of the State of North Carolina | 103,528 | $28.6M | 0.09% | +9,075+9.6% | Added |
| UBS Asset Management Americas Inc | 103,473 | $28.6M | 0.01% | +2,879+2.9% | Added |
| Nomura Asset Management International Inc. | 101,736 | $28.1M | 0.05% | −21,169−17.2% | Reduced |
| Quantinno Capital Management LP | 95,058 | $26.3M | 0.04% | +27,974+41.7% | Added |
| Russell Investments Group, Ltd. | 92,346 | $25.5M | 0.03% | +39,638+75.2% | Added |
| Arbejdsmarkedets Tillaegspension | 91,949 | $25.4M | 0.63% | +6,142+7.2% | Added |
| Victory Capital Management Inc | 91,635 | $25.4M | 0.02% | −2,866−3.0% | Reduced |
| New York State Common Retirement Fund | 91,398 | $25.3M | 0.04% | −140−0.2% | Reduced |
| Man Group plc | 90,548 | $25.1M | 0.05% | +6,214+7.4% | Added |
| Wells Fargo & Company | 90,193 | $25.0M | 0.00% | +4,155+4.8% | Added |
| Polar Capital Holdings Plc | 87,278 | $24.1M | 0.11% | −19,967−18.6% | Reduced |
| Retirement Systems of Alabama | 86,240 | $23.9M | 0.08% | +726+0.8% | Added |
| Loomis Sayles & Co L P | 85,945 | $23.8M | 0.03% | +11,665+15.7% | Added |
| Rhumbline Advisers | 76,741 | $21.2M | 0.02% | +349+0.5% | Added |
| Empowered Funds, LLC | 75,572 | $20.9M | 0.13% | +75,572 | New |
| North Star Asset Management Inc | 70,191 | $19.4M | 0.84% | −7,037−9.1% | Reduced |
| California Public Employees Retirement System | 69,902 | $19.3M | 0.01% | +2,569+3.8% | Added |
| Schonfeld Strategic Advisors LLC | 66,254 | $18.3M | 0.15% | +37,534+130.7% | Added |
| Nuveen, LLC | 65,272 | $18.1M | 0.00% | +895+1.4% | Added |
| Wallace Capital Management Inc. | 62,874 | $17.4M | 2.00% | −2,223−3.4% | Reduced |
| Principal Financial Group Inc | 62,786 | $17.4M | 0.01% | +2,283+3.8% | Added |
| Prana Capital Management, LP | 61,489 | $17.0M | 0.52% | +46,604+313.1% | Added |
| Envestnet Asset Management Inc | 61,098 | $16.9M | 0.00% | +17,984+41.7% | Added |
| Freestone Grove Partners LP | 57,832 | $16.0M | 0.12% | −15,581−21.2% | Reduced |
| First Trust Advisors LP | 56,242 | $15.6M | 0.01% | −45,792−44.9% | Reduced |
| Swiss National Bank | 55,600 | $15.4M | 0.01% | −500−0.9% | Reduced |
| Deutsche Bank AG | 51,936 | $14.4M | 0.00% | +582+1.1% | Added |
| Prudential Financial Inc | 50,615 | $14.0M | 0.02% | +34,325+210.7% | Added |
| Robeco Institutional Asset Management B.V. | 49,291 | $13.6M | 0.02% | +14,383+41.2% | Added |
| Storebrand Asset Management AS | 48,257 | $13.4M | 0.04% | +10,000+26.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 45,388 | $12.6M | 0.02% | +986+2.2% | Added |
| Point72 Asset Management, L.P. | 44,273 | $12.3M | 0.02% | +44,273 | New |
| Legal & General Group Plc | 40,814 | $11.3M | 0.00% | −3,351−7.6% | Reduced |
| Thrivent Financial for Lutherans | 39,442 | $10.9M | 0.02% | −170.0% | Reduced |
| D. E. Shaw & Co., Inc. | 39,261 | $10.9M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 38,819 | $10.7M | 0.03% | −7,664−16.5% | Reduced |
| Nordea Investment Management AB | 37,988 | $10.4M | 0.01% | −1,796−4.5% | Reduced |
| Calamos Advisors LLC | 35,430 | $9.80M | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,950 | $9.67M | 0.39% | +3,100+9.7% | Added |
| New York State Teachers Retirement System | 34,828 | $9.64M | 0.02% | −920−2.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 33,000 | $9.13M | 0.41% | −9,000−21.4% | Reduced |
| California State Teachers Retirement System | 32,852 | $9.09M | 0.01% | +6,087+22.7% | Added |
| Ameriprise Financial Inc | 32,770 | $9.07M | 0.00% | −13,473−29.1% | Reduced |
| Zacks Investment Management | 32,724 | $9.05M | 0.07% | +1,253+4.0% | Added |
| Goodman Financial Corp | 32,492 | $8.99M | 1.55% | −34,982−51.8% | Reduced |
| CI Private Wealth, LLC | 32,136 | $8.88M | 0.01% | +18,668+138.6% | Added |
| Oak Thistle LLC | 31,835 | $8.81M | 0.86% | +23,135+265.9% | Added |
| Los Angeles Capital Management LLC | 31,223 | $8.64M | 0.03% | −23,967−43.4% | Reduced |
| Nicola Wealth Management Ltd. | 29,000 | $8.02M | 0.96% | 00.0% | Unchanged |
| Assetmark, Inc | 27,485 | $7.60M | 0.02% | −628−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 26,398 | $7.30M | 0.02% | +1,624+6.6% | Added |
| Reinhart Partners, Inc. | 26,285 | $7.27M | 0.21% | −1,998−7.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 26,123 | $7.23M | 0.11% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 25,891 | $7.16M | 0.14% | +25,891 | New |
| Intech Investment Management LLC | 25,169 | $6.96M | 0.07% | +19,442+339.5% | Added |
| Arrowstreet Capital, Limited Partnership | 24,858 | $6.88M | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 24,390 | $6.75M | 0.01% | +24,390 | New |
| Nisa Investment Advisors, LLC | 24,270 | $6.72M | 0.02% | +4,641+23.6% | Added |