Affiliated Managers Group, Inc.

AMG

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0001004434

SEC filings (opens in a new tab)

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.

Other share classesMGR MGRB MGRD MGRE

Q1 2026 vs. Q4 2025

How the institutions holding Affiliated Managers Group, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of AMG: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	511	7	548	+44
Shares	25.9M	3.14M	24.8M	+2.07M (+9.1%)
Value	$7.47B	$905.5M	$6.88B	+$311.0M (+4.7%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held Affiliated Managers Group, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to AMG in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Portfolio Management LLC	1,359,793	$376.3M	0.02%
Vanguard Capital Management LLC	1,174,746	$325.1M	0.01%
Vanguard Fiduciary Trust Co	172,259	$47.7M	0.01%
Woodline Partners LP	145,879	$40.4M	0.15%
Empowered Funds, LLC	75,572	$20.9M	0.13%
Point72 Asset Management, L.P.	44,273	$12.3M	0.02%
Y-Intercept (Hong Kong) Ltd	25,891	$7.16M	0.14%
Vanguard Asset Management, Ltd	24,390	$6.75M	0.01%
Wellington Management Group LLP	20,603	$5.70M	0.00%
Vanguard Global Advisers, LLC	16,713	$4.62M	0.00%
Campbell & CO Investment Adviser LLC	15,432	$4.27M	0.24%
FORA Capital, LLC	13,878	$3.84M	0.28%
Aquatic Capital Management LLC	13,678	$3.78M	0.11%
Basswood Capital Management, L.L.C.	12,304	$3.40M	0.17%
Tudor Investment Corp Et Al	11,904	$3.29M	0.02%
CWM Advisors, LLC	11,846	$3.28M	0.19%
XTX Topco Ltd	11,807	$3.27M	0.06%
Oppenheimer Asset Management Inc.	11,315	$3.13M	0.04%
Janney Montgomery Scott LLC	10,778	$2.98M	0.01%
Gradient Investments LLC	9,600	$2.66M	0.04%
Candriam Luxembourg S.C.A.	9,228	$2.55M	0.01%
Vanguard Investments Australia, Ltd.	7,273	$2.01M	0.01%
Anfield Capital Management, LLC	6,226	$1.72M	0.47%
Bastion Asset Management Inc.	6,101	$1.70M	0.52%
Dynamic Technology Lab Private Ltd	5,870	$1.62M	0.27%
Two Sigma Investments, LP	5,100	$1.41M	0.00%
Virtu Financial LLC	4,963	$1.37M	0.06%
Maltese Capital Management LLC	4,900	$1.36M	0.27%
CWA Asset Management Group, LLC	4,712	$1.30M	0.04%
Allstate Corp	4,681	$1.30M	0.01%
Redwood Investment Management, LLC	3,794	$1.05M	0.13%
Gateway Investment Advisers LLC	3,784	$1.05M	0.01%
Bridgefront Capital, LLC	3,760	$1.04M	0.26%
Jefferies Financial Group Inc.	3,400	$940.8K	0.01%
New York Life Investment Management LLC	3,360	$929.7K	0.01%
Toroso Investments, LLC	2,766	$765.4K	0.00%
Linden Thomas Advisory Services, LLC	2,396	$663.0K	0.06%
Blueshift Asset Management, LLC	2,231	$617.3K	0.19%
Arq Wealth Advisors, LLC	2,180	$603.2K	0.11%
Two Sigma Securities, LLC	2,021	$559.2K	0.06%
Alps Advisors Inc	1,820	$503.6K	0.00%
Federation des caisses Desjardins du Quebec	1,660	$459.3K	0.00%
Savant Capital, LLC	1,495	$413.7K	0.00%
Simplex Trading, LLC	1,451	$401.5K	0.01%
Cynosure Management, LLC	1,418	$392.4K	0.05%
FIL Ltd	1,362	$376.9K	0.00%
DnB Asset Management AS	1,286	$355.8K	0.00%
Havemeyer Place LP	1,179	$326.2K	0.04%
Jackson Creek Investment Advisors LLC	1,005	$278.0K	0.08%
Prelude Capital Management, LLC	964	$266.7K	0.02%
Mattson Financial Services, LLC	927	$256.5K	0.06%
Farringdon Capital, Ltd.	926	$256.2K	0.06%
Atomi Financial Group, Inc.	922	$255.1K	0.01%
Brown Financial Advisors	911	$252.1K	0.10%
One Wealth Advisors, LLC	907	$251.0K	0.03%
Fifth Third Wealth Advisors LLC	906	$250.7K	0.01%
Mirabella Financial Services LLP	892	$246.8K	0.02%
Everence Capital Management Inc	879	$243.0K	0.01%
KBC Group NV	873	$242.0K	0.00%
Diversified Management Inc	800	$221.4K	0.04%
AlphaGrep UK Ltd	800	$221.4K	0.07%
Mount Yale Investment Advisors, LLC	799	$221.1K	0.01%
Vestmark Advisory Solutions, Inc.	791	$218.9K	0.00%
Lido Advisors, LLC	757	$209.6K	0.00%
BTG Pactual Asset Management US LLC	743	$205.6K	0.02%
Vanguard National Trust Co	467	$129.2K	0.01%
Innovative Asset Advisors Group, LLC	342	$94.6K	0.05%
CX Institutional	66	$18.0K	0.00%
Eurizon Capital SGR S.p.A.	47	$12.7K	0.00%
Tacita Capital Inc	46	$12.7K	0.01%
Cedar Mountain Advisors, LLC	24	$6.64K	0.00%
United Financial Planning Group LLC	24	$6.64K	0.00%
Highline Wealth Partners LLC	22	$6.09K	0.00%
Intentional Wealth Strategies, LLC	21	$5.81K	0.01%
Mather Group, LLC.	17	$4.70K	0.00%
HHM Wealth Advisors, LLC	16	$4.43K	0.00%
Twin Peaks Wealth Advisors, LLC	16	$4.43K	0.00%
Cassaday & Co Wealth Management LLC	13	$3.60K	0.00%
Dogwood Wealth Management LLC	12	$3.32K	0.00%
Zions Bancorporation, National Association	10	$2.77K	0.00%
JPL Wealth Management, LLC	9	$2.49K	0.00%
NBT Bank N A	6	$1.66K	0.00%
Whipplewood Advisors, LLC	6	$1.66K	0.00%
Dunhill Financial, LLC	5	$1.52K	0.00%
Brown, Lisle/Cummings, Inc.	5	$1.38K	0.00%
Owl Creek Wealth Partners LLC	5	$1.38K	0.00%
Vermillion Wealth Management, Inc.	3	$830	0.00%
Bare Financial Services, Inc	2	$553	0.00%
GHP Investment Advisors, Inc.	1	$277	0.00%
Hughes Financial Services, LLC	1	$277	0.00%

Sold out (46)

Institutions that held Affiliated Managers Group, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of AMG in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Balyasny Asset Management LLC	231,675	$66.8M
Holocene Advisors, LP	184,010	$53.0M
Alyeska Investment Group, L.P.	145,483	$41.9M
ExodusPoint Capital Management, LP	37,845	$10.9M
Longaeva Partners L.P.	26,553	$7.65M
EAM Investors, LLC	19,138	$5.52M
Karl Kapital LLC	14,898	$4.29M
Ilmarinen Mutual Pension Insurance Co	11,745	$3.39M
Grantham, Mayo, Van Otterloo & Co. LLC	11,259	$3.25M
Capital Fund Management S.A.	10,926	$3.15M
Nomura Holdings Inc	9,000	$2.59M
Skandinaviska Enskilda Banken AB (publ)	8,463	$2.44M
Quest Partners LLC	8,258	$2.38M
Diversified Trust Co	7,898	$2.28M
Two Sigma Advisers, LP	4,700	$1.35M
Altfest L J & Co Inc	4,089	$1.18M
HRT Financial LP	3,708	$1.07M
Lecap Asset Management Ltd	3,685	$1.06M
FJ Capital Management LLC	2,557	$737.1K
Mackenzie Financial Corp	2,032	$588.8K
Hudson Bay Capital Management LP	1,800	$518.9K
CenterBook Partners LP	1,388	$400.1K
Forum Financial Management, LP	1,385	$399.3K
Natixis	1,281	$369.3K
RSM US Wealth Management LLC	1,137	$330.1K
AlphaCore Capital LLC	1,083	$312.2K
First Nebraska Trust Co	799	$230.3K
Mangrove Partners	775	$223.4K
JBF Capital, Inc.	700	$201.8K
Integrated Quantitative Investments LLC	700	$201.8K
Torren Management, LLC	283	$81.6K
Highlander Partners, L.P.	235	$67.7K
CFG Wealth Management Services, Inc.	207	$59.7K
SageView Advisory Group, LLC	104	$30.0K
Leonteq Securities AG	104	$30.0K
Meeder Asset Management Inc	80	$23.1K
Elyxium Wealth, LLC	75	$21.6K
Atlas Capital Advisors LLC	59	$17.0K
Aster Capital Management (DIFC) Ltd	30	$8.65K
Signature Equity Partners, LLC	18	$5.19K
Wealth Watch Advisors, INC	9	$2.60K
Optima Capital LLC	7	$2.02K
Cape Investment Advisory, Inc.	5	$1.44K
Spire Wealth Management	3	$865
Cornerstone Planning Group LLC	2	$627
Thurston, Springer, Miller, Herd & Titak, Inc.	2	$576

Not filed for Q1 2026 yet (7)

Institutions that held Affiliated Managers Group, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMG in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	2,683,585	$773.6M
Norges Bank	394,559	$113.7M
Brandywine Global Investment Management, LLC	50,902	$14.7M
Comerica Bank	9,661	$2.79M
Global Retirement Partners, LLC	1,043	$300.7K
EMC Capital Management	902	$260.0K
CIBC Private Wealth Group, LLC	233	$67.2K