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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 3,784 | $1.05M | 0.01% | +3,784 | New |
| Redwood Investment Management, LLC | 3,794 | $1.05M | 0.13% | +3,794 | New |
| Quantbot Technologies LP | 3,834 | $1.06M | 0.04% | +2,304+150.6% | Added |
| HighTower Advisors, LLC | 3,866 | $1.07M | 0.00% | +684+21.5% | Added |
| Ethic Inc. | 3,884 | $1.07M | 0.02% | +134+3.6% | Added |
| Guinness Asset Management LTD | 3,954 | $1.09M | 0.02% | −288−6.8% | Reduced |
| Truist Financial Corp | 3,996 | $1.11M | 0.00% | +232+6.2% | Added |
| Rockefeller Capital Management L.P. | 4,045 | $1.12M | 0.00% | +734+22.2% | Added |
| Magnetar Financial LLC | 4,110 | $1.14M | 0.01% | +3,198+350.7% | Added |
| CWM, LLC | 4,130 | $1.14M | 0.00% | −808−16.4% | Reduced |
| Pictet Asset Management Holding SA | 4,394 | $1.22M | 0.00% | +159+3.8% | Added |
| Pacer Advisors, Inc. | 4,419 | $1.22M | 0.00% | +1,052+31.2% | Added |
| Callan Family Office, LLC | 4,509 | $1.25M | 0.03% | +267+6.3% | Added |
| Sequoia Financial Advisors, LLC | 4,538 | $1.26M | 0.01% | +517+12.9% | Added |
| Traub Capital Management LLC | 4,551 | $1.26M | 1.25% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,561 | $1.26M | 0.03% | −988−17.8% | Reduced |
| Penn Capital Management Co Inc | 4,499 | $1.27M | 0.10% | −1,235−21.5% | Reduced |
| Allstate Corp | 4,681 | $1.30M | 0.01% | +4,681 | New |
| CWA Asset Management Group, LLC | 4,712 | $1.30M | 0.04% | +4,712 | New |
| LGT Capital Partners Ltd. | 4,730 | $1.31M | 0.07% | −1,000−17.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,751 | $1.31M | 0.03% | +3,871+439.9% | Added |
| Maltese Capital Management LLC | 4,900 | $1.36M | 0.27% | +4,900 | New |
| Virtu Financial LLC | 4,963 | $1.37M | 0.06% | +4,963 | New |
| Ronald Blue Trust, Inc. | 4,968 | $1.37M | 0.02% | −12−0.2% | Reduced |
| Colony Group, LLC | 4,980 | $1.38M | 0.00% | −768−13.4% | Reduced |
| Acadian Asset Management LLC | 5,082 | $1.40M | 0.00% | −6,821−57.3% | Reduced |
| Boothbay Fund Management, LLC | 5,086 | $1.41M | 0.03% | +3,572+235.9% | Added |
| Two Sigma Investments, LP | 5,100 | $1.41M | 0.00% | +5,100 | New |
| Resources Investment Advisors, LLC. | 5,102 | $1.41M | 0.01% | −271−5.0% | Reduced |
| Williamson Legacy Group, LLC | 5,104 | $1.41M | 1.06% | +995+24.2% | Added |
| Squarepoint Ops LLC | 5,113 | $1.41M | 0.00% | −18,406−78.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,182 | $1.43M | 0.04% | +27+0.5% | Added |
| Millennium Management LLC | 5,368 | $1.49M | 0.00% | −790,642−99.3% | Reduced |
| Edgestream Partners, L.P. | 5,444 | $1.51M | 0.05% | −25,015−82.1% | Reduced |
| Vise Technologies, Inc. | 5,233 | $1.51M | 0.03% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 5,464 | $1.51M | 0.06% | +4,262+354.6% | Added |
| Gabelli Funds LLC | 5,486 | $1.52M | 0.01% | +2,500+83.7% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,562 | $1.54M | 0.08% | 00.0% | Unchanged |
| Private Client Services, LLC | 5,659 | $1.57M | 0.47% | +365+6.9% | Added |
| Jupiter Asset Management Ltd | 5,660 | $1.57M | 0.01% | +4,041+249.6% | Added |
| Oregon Public Employees Retirement Fund | 5,766 | $1.60M | 0.02% | +169+3.0% | Added |
| New Mexico Educational Retirement Board | 5,800 | $1.60M | 0.05% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,870 | $1.62M | 0.27% | +5,870 | New |
| Asset Management One Co.,Ltd. | 5,920 | $1.64M | 0.00% | 00.0% | Unchanged |
| Bastion Asset Management Inc. | 6,101 | $1.70M | 0.52% | +6,101 | New |
| Citigroup Inc | 6,188 | $1.71M | 0.00% | −54,228−89.8% | Reduced |
| Vident Advisory, LLC | 6,206 | $1.72M | 0.01% | +3,789+156.8% | Added |
| Anfield Capital Management, LLC | 6,226 | $1.72M | 0.47% | +6,226 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,302 | $1.74M | 0.03% | +9+0.1% | Added |
| Citadel Investment Advisory, Inc. | 6,452 | $1.78M | 0.85% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 6,491 | $1.80M | 0.01% | −6,668−50.7% | Reduced |
| Ieq Capital, LLC | 6,530 | $1.81M | 0.01% | +2,292+54.1% | Added |
| American Century Companies Inc | 6,606 | $1.83M | 0.00% | −2,088−24.0% | Reduced |
| State of Michigan Retirement System | 6,719 | $1.86M | 0.01% | +100+1.5% | Added |
| Cetera Investment Advisers | 6,719 | $1.86M | 0.00% | −1,522−18.5% | Reduced |
| Kennondale Capital Management LLC | 6,976 | $1.93M | 1.39% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 6,990 | $1.93M | 0.22% | −19,995−74.1% | Reduced |
| SkyView Investment Advisors, LLC | 7,015 | $1.94M | 0.26% | +25+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,048 | $1.95M | 0.01% | +9+0.1% | Added |
| Vanguard Investments Australia, Ltd. | 7,273 | $2.01M | 0.01% | +7,273 | New |
| Quadrature Capital Ltd | 7,383 | $2.04M | 0.02% | +1,612+27.9% | Added |
| OP Asset Management Ltd | 7,390 | $2.04M | 0.02% | −10,242−58.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,424 | $2.05M | 0.08% | +2,050+38.1% | Added |
| Ritholtz Wealth Management | 7,486 | $2.07M | 0.04% | +4,073+119.3% | Added |
| Commerce Bank | 7,554 | $2.09M | 0.01% | +20.0% | Added |
| Brant Point Investment Management LLC | 7,642 | $2.11M | 0.58% | −17,358−69.4% | Reduced |
| Wedge Capital Management L L P | 7,702 | $2.13M | 0.04% | +616+8.7% | Added |
| Arizona State Retirement System | 7,727 | $2.14M | 0.01% | −183−2.3% | Reduced |
| Entropy Technologies, LP | 7,832 | $2.17M | 0.10% | −692−8.1% | Reduced |
| Teacher Retirement System of Texas | 8,016 | $2.22M | 0.01% | +2,960+58.5% | Added |
| Louisiana State Employees Retirement System | 8,200 | $2.27M | 0.04% | +400+5.1% | Added |
| KLP Kapitalforvaltning AS | 8,400 | $2.32M | 0.01% | +200+2.4% | Added |
| Mariner, LLC | 8,432 | $2.33M | 0.00% | +18+0.2% | Added |
| Neuberger Berman Group LLC | 8,451 | $2.34M | 0.00% | −714−7.8% | Reduced |
| Summit Trail Advisors, LLC | 8,608 | $2.38M | 0.03% | +2,390+38.4% | Added |
| Yousif Capital Management, LLC | 8,612 | $2.38M | 0.03% | −481−5.3% | Reduced |
| L2 Asset Management, LLC | 8,705 | $2.41M | 0.23% | +3,628+71.5% | Added |
| Ensign Peak Advisors, Inc | 8,829 | $2.44M | 0.00% | +1,791+25.4% | Added |
| State of New Jersey Common Pension Fund D | 9,025 | $2.50M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,062 | $2.51M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 9,129 | $2.53M | 0.02% | −314−3.3% | Reduced |
| Carrera Capital Advisors | 9,169 | $2.54M | 0.39% | −8,404−47.8% | Reduced |
| Candriam Luxembourg S.C.A. | 9,228 | $2.55M | 0.01% | +9,228 | New |
| HSBC Holdings PLC | 9,344 | $2.61M | 0.00% | −1,591−14.5% | Reduced |
| Gradient Investments LLC | 9,600 | $2.66M | 0.04% | +9,600 | New |
| Fifth Third Bancorp | 9,749 | $2.70M | 0.00% | +9,420+2,863.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,944 | $2.75M | 0.01% | +595+6.4% | Added |
| Mubadala Investment Co PJSC | 10,062 | $2.78M | 0.01% | −1,513−13.1% | Reduced |
| Concentric Capital Strategies, LP | 10,093 | $2.79M | 0.24% | −89,862−89.9% | Reduced |
| Handelsbanken Fonder AB | 10,100 | $2.79M | 0.01% | +1,100+12.2% | Added |
| Voya Investment Management LLC | 10,185 | $2.82M | 0.00% | +2,037+25.0% | Added |
| Janney Montgomery Scott LLC | 10,778 | $2.98M | 0.01% | +10,778 | New |
| Mutual of America Capital Management LLC | 10,779 | $2.98M | 0.03% | −928−7.9% | Reduced |
| LPL Financial LLC | 10,809 | $2.99M | 0.00% | −972−8.3% | Reduced |
| State of Wisconsin Investment Board | 10,992 | $3.04M | 0.01% | +1,558+16.5% | Added |
| Convergence Investment Partners, LLC | 11,152 | $3.09M | 0.51% | +4,086+57.8% | Added |
| CWC Advisors, LLC. | 11,309 | $3.13M | 1.49% | −691−5.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,312 | $3.13M | 0.02% | −122−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 11,315 | $3.13M | 0.04% | +11,315 | New |
| Henshaw Capital LLC | 11,542 | $3.19M | 0.12% | +10.0% | Added |