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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 93 | $25.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 99 | $27.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 104 | $27.8K | 0.00% | −86−45.3% | Reduced |
| Millstone Evans Group, LLC | 110 | $30.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 130 | $36.0K | 0.00% | +12+10.2% | Added |
| Ancora Advisors, LLC | 133 | $36.8K | 0.00% | +14+11.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 170 | $47.0K | 0.00% | +38+28.8% | Added |
| EverSource Wealth Advisors, LLC | 179 | $49.5K | 0.00% | +56+45.5% | Added |
| Bryn Mawr Trust Co | 180 | $49.8K | 0.00% | −9−4.8% | Reduced |
| Private Trust Co NA | 180 | $49.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 184 | $50.9K | 0.00% | +17+10.2% | Added |
| Bessemer Group Inc | 190 | $52.0K | 0.00% | −13,684−98.6% | Reduced |
| Nomura Asset Management Co Ltd | 200 | $55.3K | 0.00% | −120−37.5% | Reduced |
| WealthCollab, LLC | 229 | $63.4K | 0.03% | +66+40.5% | Added |
| Huntington National Bank | 240 | $66.4K | 0.00% | +11+4.8% | Added |
| Tema ETFs LLC | 252 | $69.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 277 | $76.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 294 | $79.1K | 0.00% | +51+21.0% | Added |
| National Bank of Canada | 303 | $83.8K | 0.00% | +3+1.0% | Added |
| Truvestments Capital LLC | 330 | $91.3K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $91.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 347 | $93.7K | 0.00% | +95+37.7% | Added |
| Innovative Asset Advisors Group, LLC | 342 | $94.6K | 0.05% | +342 | New |
| Basepoint Wealth LLC | 347 | $96.0K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 360 | $101.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 391 | $108.2K | 0.00% | +172+78.5% | Added |
| Umb Bank N A | 465 | $128.7K | 0.00% | +27+6.2% | Added |
| SRS Capital Advisors, Inc. | 435 | $129.0K | 0.00% | +237+119.7% | Added |
| Vanguard National Trust Co | 467 | $129.2K | 0.01% | +467 | New |
| Allworth Financial LP | 487 | $134.7K | 0.00% | +5+1.0% | Added |
| Versant Capital Management, Inc | 497 | $137.5K | 0.01% | +138+38.4% | Added |
| Hantz Financial Services, Inc. | 504 | $139.0K | 0.00% | +199+65.2% | Added |
| USA Financial Portformulas Corp | 609 | $168.5K | 0.03% | −26−4.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 632 | $174.9K | 0.00% | +74+13.3% | Added |
| Bayforest Capital Ltd | 633 | $175.2K | 0.20% | +62+10.9% | Added |
| STRS Ohio | 653 | $180.7K | 0.00% | −8−1.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 667 | $184.6K | 0.03% | +521+356.8% | Added |
| Northwestern Mutual Wealth Management Co | 673 | $186.2K | 0.00% | +16+2.4% | Added |
| Ironwood Investment Counsel, LLC | 730 | $202.0K | 0.03% | −15−2.0% | Reduced |
| BTG Pactual Asset Management US LLC | 743 | $205.6K | 0.02% | +743 | New |
| Lido Advisors, LLC | 757 | $209.6K | 0.00% | +757 | New |
| Wedmont Private Capital | 732 | $209.7K | 0.01% | +61+9.1% | Added |
| Baron Wealth Management LLC | 759 | $210.0K | 0.06% | −12−1.6% | Reduced |
| Signaturefd, LLC | 765 | $211.6K | 0.00% | +176+29.9% | Added |
| Cambria Investment Management, L.P. | 776 | $214.7K | 0.01% | −759−49.4% | Reduced |
| Johnson Investment Counsel Inc | 789 | $218.3K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 791 | $218.9K | 0.00% | +791 | New |
| Mount Yale Investment Advisors, LLC | 799 | $221.1K | 0.01% | +799 | New |
| Diversified Management Inc | 800 | $221.4K | 0.04% | +800 | New |
| AlphaGrep UK Ltd | 800 | $221.4K | 0.07% | +800 | New |
| North Dakota State Investment Board | 807 | $223.3K | 0.01% | −168−17.2% | Reduced |
| Nicolet Bankshares Inc | 807 | $223.3K | 0.01% | +4+0.5% | Added |
| Hancock Whitney Corp | 763 | $224.1K | 0.00% | −26−3.3% | Reduced |
| Birch Financial Group, LLC | 817 | $226.0K | 0.13% | −168−17.1% | Reduced |
| Cooper Financial Group | 828 | $229.1K | 0.02% | −76−8.4% | Reduced |
| Exchange Traded Concepts, LLC | 832 | $230.2K | 0.00% | +8+1.0% | Added |
| Investment Partners Asset Management, Inc. | 836 | $231.3K | 0.14% | 00.0% | Unchanged |
| Inscription Capital, LLC | 850 | $235.2K | 0.02% | +62+7.9% | Added |
| MQS Management LLC | 858 | $237.4K | 0.16% | −1,428−62.5% | Reduced |
| Massar Capital Management, LP | 865 | $239.3K | 0.05% | −865−50.0% | Reduced |
| Elevated Financial Group LLC | 871 | $241.0K | 0.08% | −85−8.9% | Reduced |
| KBC Group NV | 873 | $242.0K | 0.00% | +873 | New |
| Everence Capital Management Inc | 879 | $243.0K | 0.01% | +879 | New |
| PCM Encore, LLC | 880 | $243.5K | 0.05% | +3+0.3% | Added |
| Mirabella Financial Services LLP | 892 | $246.8K | 0.02% | +892 | New |
| MBB Public Markets I LLC | 894 | $247.4K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 906 | $250.7K | 0.01% | +906 | New |
| One Wealth Advisors, LLC | 907 | $251.0K | 0.03% | +907 | New |
| Brown Financial Advisors | 911 | $252.1K | 0.10% | +911 | New |
| DGS Capital Management, LLC | 920 | $254.6K | 0.04% | +157+20.6% | Added |
| Atomi Financial Group, Inc. | 922 | $255.1K | 0.01% | +922 | New |
| Farringdon Capital, Ltd. | 926 | $256.2K | 0.06% | +926 | New |
| Autumn Glory Partners, LLC | 927 | $256.5K | 0.09% | +2+0.2% | Added |
| Mattson Financial Services, LLC | 927 | $256.5K | 0.06% | +927 | New |
| Shelton Capital Management | 928 | $256.8K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 941 | $260.4K | 0.01% | +55+6.2% | Added |
| Transcend Wealth Collective, LLC | 949 | $262.6K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Services | 961 | $265.9K | 0.08% | +29+3.1% | Added |
| Prelude Capital Management, LLC | 964 | $266.7K | 0.02% | +964 | New |
| Ashton Thomas Private Wealth, LLC | 970 | $268.4K | 0.01% | +201+26.1% | Added |
| Jackson Creek Investment Advisors LLC | 1,005 | $278.0K | 0.08% | +1,005 | New |
| Quent Capital, LLC | 1,009 | $279.2K | 0.02% | −205−16.9% | Reduced |
| Parallel Advisors, LLC | 1,016 | $281.1K | 0.01% | +42+4.3% | Added |
| CIBC Asset Management Inc | 1,023 | $283.1K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,054 | $291.5K | 0.00% | +80+8.2% | Added |
| Captrust Financial Advisors | 1,057 | $292.4K | 0.00% | +54+5.4% | Added |
| Panagora Asset Management Inc | 1,068 | $295.5K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 1,083 | $299.5K | 0.00% | −192−15.1% | Reduced |
| Axq Capital, LP | 1,085 | $300.2K | 0.04% | −1,319−54.9% | Reduced |
| Bank of New Hampshire | 1,087 | $300.8K | 0.07% | −17−1.5% | Reduced |
| R Squared Ltd | 1,093 | $302.4K | 0.17% | +279+34.3% | Added |
| Checchi Capital Advisers, LLC | 1,110 | $307.1K | 0.02% | +29+2.7% | Added |
| MAI Capital Management | 1,111 | $307.4K | 0.00% | +24+2.2% | Added |
| MML Investors Services, LLC | 1,126 | $311.6K | 0.00% | −228−16.8% | Reduced |
| ProShare Advisors LLC | 1,128 | $312.1K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,134 | $313.8K | 0.08% | 00.0% | Unchanged |
| Quarry LP | 1,135 | $314.1K | 0.06% | +710+167.1% | Added |
| Dark Forest Capital Management LP | 1,145 | $316.8K | 0.03% | −4,334−79.1% | Reduced |
| Warren Averett Asset Management, LLC | 1,149 | $317.9K | 0.00% | −6−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,143 | $318.0K | 0.00% | 00.0% | Unchanged |