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 |
|---|---|---|---|---|---|
| Atlanta Consulting Group Advisors, LLC | 1,150 | $318.2K | 0.07% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,158 | $320.4K | 0.01% | +3+0.3% | Added |
| Old National Bancorp | 1,159 | $320.7K | 0.01% | +72+6.6% | Added |
| Havemeyer Place LP | 1,179 | $326.2K | 0.04% | +1,179 | New |
| Sagewood Asset Management LP | 1,191 | $329.6K | 0.10% | +321+36.9% | Added |
| Manning & Napier Advisors LLC | 1,240 | $334.7K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,227 | $339.5K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,146 | $345.3K | 0.01% | +178+18.4% | Added |
| DnB Asset Management AS | 1,286 | $355.8K | 0.00% | +1,286 | New |
| Index Technologies Group LLC | 1,304 | $360.8K | 0.39% | −74−5.4% | Reduced |
| Tolleson Wealth Management, Inc. | 1,319 | $365.0K | 0.05% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,322 | $365.8K | 0.13% | −58−4.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,346 | $372.4K | 0.02% | −1−0.1% | Reduced |
| TD Private Client Wealth LLC | 1,354 | $374.7K | 0.01% | +170+14.4% | Added |
| FIL Ltd | 1,362 | $376.9K | 0.00% | +1,362 | New |
| Maryland State Retirement & Pension System | 1,376 | $380.7K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,418 | $392.4K | 0.05% | +1,418 | New |
| Skopos Labs, Inc. | 1,444 | $399.6K | 0.01% | +533+58.5% | Added |
| Glenmede Trust Co NA | 1,445 | $399.8K | 0.00% | −47−3.2% | Reduced |
| Simplex Trading, LLC | 1,451 | $401.5K | 0.01% | +1,451 | New |
| Syon Capital LLC | 1,451 | $401.5K | 0.02% | +164+12.7% | Added |
| Levin Capital Strategies, L.P. | 1,454 | $402.3K | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,477 | $408.7K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,483 | $410.3K | 0.00% | +150+11.3% | Added |
| Savant Capital, LLC | 1,495 | $413.7K | 0.00% | +1,495 | New |
| Allegheny Financial Group LTD | 1,497 | $414.2K | 0.06% | +2+0.1% | Added |
| Jump Financial, LLC | 1,521 | $420.9K | 0.01% | −8,579−84.9% | Reduced |
| Cornerstone Investment Partners, LLC | 1,522 | $421.1K | 0.02% | +60+4.1% | Added |
| State of Wyoming | 1,522 | $421.1K | 0.05% | +757+99.0% | Added |
| GAMMA Investing LLC | 1,559 | $431.4K | 0.02% | +41+2.7% | Added |
| Tower Research Capital LLC (TRC) | 1,563 | $432.5K | 0.01% | +795+103.5% | Added |
| Cetera Trust Company, N.A | 1,580 | $437.2K | 0.25% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,596 | $441.6K | 0.03% | +97+6.5% | Added |
| Commonwealth Equity Services, LLC | 1,632 | $451.5K | 0.00% | −32−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,660 | $459.3K | 0.00% | +1,660 | New |
| Bailard, Inc. | 1,678 | $464.3K | 0.01% | +602+55.9% | Added |
| South Dakota Investment Council | 1,688 | $467.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 1,695 | $469.0K | 0.00% | +49+3.0% | Added |
| Numerai GP LLC | 1,706 | $472.1K | 0.05% | −2,030−54.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,741 | $481.7K | 0.02% | +11+0.6% | Added |
| Greenleaf Trust | 1,784 | $493.6K | 0.00% | −17−0.9% | Reduced |
| Alps Advisors Inc | 1,820 | $503.6K | 0.00% | +1,820 | New |
| Fulton Bank, N.A. | 1,840 | $509.1K | 0.02% | +578+45.8% | Added |
| Great Valley Advisor Group, Inc. | 1,844 | $510.0K | 0.01% | +920+99.6% | Added |
| IFP Advisors, Inc | 1,864 | $515.8K | 0.01% | +1,249+203.1% | Added |
| Polymer Capital Management (US) LLC | 1,934 | $535.1K | 0.08% | −877−31.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,998 | $552.8K | 0.01% | −197−9.0% | Reduced |
| Two Sigma Securities, LLC | 2,021 | $559.2K | 0.06% | +2,021 | New |
| Childress Capital Advisors, LLC | 2,044 | $565.6K | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,061 | $570.5K | 0.00% | −398−16.2% | Reduced |
| United Capital Financial Advisers, LLC | 2,087 | $577.4K | 0.00% | +151+7.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,090 | $578.3K | 0.24% | +590+39.3% | Added |
| Securian Asset Management, Inc | 2,118 | $586.1K | 0.02% | +100+5.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,211 | $586.9K | 0.00% | −1,396−38.7% | Reduced |
| Custom Index Systems, LLC | 2,138 | $591.6K | 0.26% | −107−4.8% | Reduced |
| Kathmere Capital Management, LLC | 2,173 | $601.3K | 0.04% | +148+7.3% | Added |
| Arq Wealth Advisors, LLC | 2,180 | $603.2K | 0.11% | +2,180 | New |
| Schubert & Co | 2,210 | $611.5K | 0.50% | −3−0.1% | Reduced |
| Blueshift Asset Management, LLC | 2,231 | $617.3K | 0.19% | +2,231 | New |
| Gamco Investors, Inc. Et Al | 2,350 | $650.2K | 0.01% | +350+17.5% | Added |
| Linden Thomas Advisory Services, LLC | 2,396 | $663.0K | 0.06% | +2,396 | New |
| Marshall Wace, LLP | 2,400 | $664.1K | 0.00% | −471−16.4% | Reduced |
| SG Americas Securities, LLC | 2,413 | $668.0K | 0.00% | +856+55.0% | Added |
| Swiss Life Asset Management Ltd | 2,494 | $690.1K | 0.00% | +284+12.9% | Added |
| Harbor Advisors LLC | 2,500 | $691.8K | 0.10% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,503 | $692.5K | 0.01% | +103+4.3% | Added |
| EP Wealth Advisors, LLC | 2,524 | $698.3K | 0.00% | −468−15.6% | Reduced |
| Inceptionr LLC | 2,545 | $704.2K | 0.17% | +1,578+163.2% | Added |
| Legacy Wealth Asset Management, LLC | 2,586 | $715.5K | 0.17% | −3−0.1% | Reduced |
| RBF Capital, LLC | 2,600 | $719.4K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,662 | $737.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,684 | $742.7K | 0.00% | +1,628+154.2% | Added |
| Toroso Investments, LLC | 2,766 | $765.4K | 0.00% | +2,766 | New |
| Lazard Asset Management LLC | 2,853 | $789.4K | 0.00% | +319+12.6% | Added |
| Radnor Capital Management, LLC | 2,970 | $821.8K | 0.12% | 00.0% | Unchanged |
| Amundi | 2,997 | $829.3K | 0.00% | −7,338−71.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,045 | $842.6K | 0.00% | +82+2.8% | Added |
| Kestra Investment Management, LLC | 3,076 | $851.2K | 0.01% | −2,464−44.5% | Reduced |
| Stifel Financial Corp | 3,136 | $867.6K | 0.00% | −3−0.1% | Reduced |
| Federated Hermes, Inc. | 3,196 | $884.3K | 0.00% | −146−4.4% | Reduced |
| Cerity Partners LLC | 3,217 | $890.1K | 0.00% | −561−14.8% | Reduced |
| Advisory Services Network, LLC | 3,222 | $891.5K | 0.01% | +624+24.0% | Added |
| Cresset Asset Management, LLC | 3,241 | $896.8K | 0.00% | +155+5.0% | Added |
| BNP Paribas Arbitrage, SA | 3,251 | $899.6K | 0.00% | −531−14.0% | Reduced |
| Danske Bank A/S | 3,275 | $906.2K | 0.00% | −1,809−35.6% | Reduced |
| Farther Finance Advisors, LLC | 3,373 | $922.5K | 0.01% | +66+2.0% | Added |
| New York Life Investment Management LLC | 3,360 | $929.7K | 0.01% | +3,360 | New |
| Xponance, Inc. | 3,363 | $930.5K | 0.01% | +780+30.2% | Added |
| Quadrant Capital Group LLC | 3,372 | $933.0K | 0.03% | +152+4.7% | Added |
| Jefferies Financial Group Inc. | 3,400 | $940.8K | 0.01% | +3,400 | New |
| Mercer Global Advisors Inc | 3,420 | $946.4K | 0.00% | +628+22.5% | Added |
| CSM Advisors, LLC | 3,436 | $950.0K | 0.02% | +249+7.8% | Added |
| Welch & Forbes LLC | 3,500 | $968.5K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 3,560 | $985.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 3,661 | $1.01M | 0.00% | +55+1.5% | Added |
| Evolve Private Wealth, LLC | 3,663 | $1.01M | 0.05% | +264+7.8% | Added |
| Guggenheim Capital LLC | 3,686 | $1.02M | 0.01% | +2,586+235.1% | Added |
| Kendall Capital Management | 3,700 | $1.02M | 0.21% | +95+2.6% | Added |
| Bridgefront Capital, LLC | 3,760 | $1.04M | 0.26% | +3,760 | New |
| Sepio Capital, LP | 3,775 | $1.04M | 0.06% | +1,127+42.6% | Added |