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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ1 2026: 548 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ1 2026: $6.88B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1$00.00%00.0%Unchanged
Raleigh Capital Management Inc.0$10.00%0Unchanged
TFC Financial Management1$2770.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.1$2770.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$2770.00%+1New
Hughes Financial Services, LLC1$2770.00%+1New
Private Wealth Asset Management, LLC2$5530.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp2$5530.00%00.0%Unchanged
Bare Financial Services, Inc2$5530.00%+2New
AdvisorNet Financial, Inc3$8300.00%00.0%Unchanged
Financial Management Professionals, Inc.3$8300.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$8300.00%00.0%Unchanged
WPG Advisers, LLC3$8300.00%00.0%Unchanged
HFM Investment Advisors, LLC3$8300.00%00.0%Unchanged
SHP Wealth Management3$8300.00%+1+50.0%Added
Vermillion Wealth Management, Inc.3$8300.00%+3New
Central Trust Co3$8310.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$8310.00%00.0%Unchanged
Avion Wealth7$1.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC4$1.11K0.00%00.0%Unchanged
NBC Securities, Inc.5$1.38K0.00%00.0%Unchanged
Cromwell Holdings LLC5$1.38K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.5$1.38K0.00%+5New
Owl Creek Wealth Partners LLC5$1.38K0.00%+5New
Dunhill Financial, LLC5$1.52K0.00%+5New
First Horizon Corp6$1.66K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6$1.66K0.00%00.0%Unchanged
Rothschild Investment LLC6$1.66K0.00%+5+500.0%Added
NBT Bank N A6$1.66K0.00%+6New
Whipplewood Advisors, LLC6$1.66K0.00%+6New
Clearstead Advisors, LLC6$1.66K0.00%−78−92.9%Reduced
South State Corp.6$1.66K0.00%00.0%Unchanged
Investors Portfolio Services LLC6$1.82K0.00%−3−33.3%Reduced
Bay Harbor Wealth Management, LLC7$1.94K0.00%+3+75.0%Added
SJS Investment Consulting Inc.7$1.94K0.00%+2+40.0%Added
Beaird Harris Wealth Management, LLC8$2.12K0.00%00.0%Unchanged
Ares Financial Consulting, LLC8$2.19K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.8$2.21K0.00%00.0%Unchanged
Kilter Group LLC8$2.21K0.00%00.0%Unchanged
Bogart Wealth, LLC8$2.21K0.00%+4+100.0%Added
Manchester Capital Management LLC9$2.49K0.00%−2−18.2%Reduced
JPL Wealth Management, LLC9$2.49K0.00%+9New
ZRC Wealth Management, LLC10$2.77K0.00%00.0%Unchanged
Zions Bancorporation, National Association10$2.77K0.00%+10New
UMA Financial Services, Inc.11$3.04K0.00%00.0%Unchanged
Rialto Wealth Management, LLC11$3.04K0.00%+4+57.1%Added
North Star Investment Management Corp.12$3.32K0.00%+3+33.3%Added
Dogwood Wealth Management LLC12$3.32K0.00%+12New
Oakworth Capital, Inc.13$3.60K0.00%00.0%Unchanged
Marquette Asset Management, LLC13$3.60K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC13$3.60K0.00%+13New
HM Payson & Co14$3.87K0.00%00.0%Unchanged
Massmutual Trust Co FSB14$3.87K0.00%00.0%Unchanged
Harbour Investments, Inc.14$3.94K0.00%+1+7.7%Added
GWM Advisors LLC15$4.15K0.00%−1,060−98.6%Reduced
Twin Peaks Wealth Advisors, LLC16$4.43K0.00%+16New
HHM Wealth Advisors, LLC16$4.43K0.00%+16New
Private Wealth Management Group, LLC17$4.70K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC17$4.70K0.00%00.0%Unchanged
Mather Group, LLC.17$4.70K0.00%+17New
Creative Financial Designs Inc20$5.53K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC21$5.81K0.01%+21New
Fortitude Family Office, LLC22$6.09K0.00%+12+120.0%Added
Highline Wealth Partners LLC22$6.09K0.00%+22New
Moisand Fitzgerald Tamayo, LLC22$6.09K0.00%00.0%Unchanged
Addison Advisors LLC23$6.37K0.00%00.0%Unchanged
True Wealth Design, LLC23$6.42K0.00%+1+4.5%Added
Brown Brothers Harriman & Co24$6.64K0.00%−898−97.4%Reduced
Farmers & Merchants Investments Inc24$6.64K0.00%−1−4.0%Reduced
Larson Financial Group LLC24$6.64K0.00%+22+1,100.0%Added
Cedar Mountain Advisors, LLC24$6.64K0.00%+24New
United Financial Planning Group LLC24$6.64K0.00%+24New
Transamerica Financial Advisors, Inc.25$6.92K0.00%+3+13.6%Added
1620 Investment Advisors, Inc.25$6.92K0.00%00.0%Unchanged
Key Financial Inc27$7.47K0.00%00.0%Unchanged
Rossby Financial, LCC29$7.93K0.00%−312−91.5%Reduced
Geneos Wealth Management Inc.32$8.85K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.32$8.85K0.00%+11+52.4%Added
Pinnacle Wealth Planning Services, Inc.39$10.8K0.00%+2+5.4%Added
Grove Bank & Trust39$10.8K0.00%+4+11.4%Added
Toronto Dominion Bank40$11.0K0.00%−2−4.8%Reduced
Bullock Wealth Management Group41$11.2K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC41$11.3K0.00%+3+7.9%Added
First Pacific Financial41$11.3K0.00%+12+41.4%Added
Tacita Capital Inc46$12.7K0.01%+46New
Eurizon Capital SGR S.p.A.47$12.7K0.00%+47New
Golden State Wealth Management, LLC47$13.0K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC49$13.6K0.00%00.0%Unchanged
LRI Investments, LLC50$13.8K0.00%+11+28.2%Added
Delta Asset Management LLC53$14.7K0.00%00.0%Unchanged
Covestor Ltd58$17.0K0.01%−43−42.6%Reduced
Frazier Financial Advisors, LLC65$18.0K0.01%+4+6.6%Added
CX Institutional66$18.0K0.00%+66New
CVA Family Office, LLC67$18.5K0.00%+42+168.0%Added
Bokf, NA68$18.8K0.00%−18−20.9%Reduced
Bell Investment Advisors, Inc70$19.4K0.00%+2+2.9%Added
N.E.W. Advisory Services LLC75$20.8K0.00%00.0%Unchanged
Asset Dedication, LLC76$21.0K0.00%00.0%Unchanged
Goodman Advisory Group, LLC81$22.4K0.01%00.0%Unchanged
Hillsdale Investment Management Inc.90$24.9K0.00%00.0%Unchanged