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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 11,610 | $3.21M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,616 | $3.21M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 11,785 | $3.26M | 0.00% | +1,953+19.9% | Added |
| XTX Topco Ltd | 11,807 | $3.27M | 0.06% | +11,807 | New |
| CWM Advisors, LLC | 11,846 | $3.28M | 0.19% | +11,846 | New |
| Blair William & Co | 11,883 | $3.29M | 0.01% | +1,159+10.8% | Added |
| Tudor Investment Corp Et Al | 11,904 | $3.29M | 0.02% | +11,904 | New |
| Royal Bank of Canada | 12,216 | $3.38M | 0.00% | −4,500−26.9% | Reduced |
| Basswood Capital Management, L.L.C. | 12,304 | $3.40M | 0.17% | +12,304 | New |
| O'Shaughnessy Asset Management, LLC | 12,733 | $3.52M | 0.02% | +3,586+39.2% | Added |
| Brevan Howard Capital Management LP | 12,738 | $3.52M | 0.04% | +11,776+1,224.1% | Added |
| Janus Henderson Group PLC | 12,770 | $3.54M | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,810 | $3.54M | 0.01% | −1,977−13.4% | Reduced |
| Oliver Luxxe Assets LLC | 13,101 | $3.63M | 0.54% | −5,306−28.8% | Reduced |
| Altar Rock LLC | 13,469 | $3.73M | 4.37% | −2,073−13.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,612 | $3.77M | 0.07% | −1,245−8.4% | Reduced |
| Aquatic Capital Management LLC | 13,678 | $3.78M | 0.11% | +13,678 | New |
| Amalgamated Bank | 13,731 | $3.80M | 0.03% | +937+7.3% | Added |
| Susquehanna International Group, LLP | 13,761 | $3.81M | 0.00% | +12,729+1,233.4% | Added |
| MetLife Investment Management | 13,825 | $3.83M | 0.02% | +88+0.6% | Added |
| FORA Capital, LLC | 13,878 | $3.84M | 0.28% | +13,878 | New |
| Moody Aldrich Partners LLC | 15,111 | $4.18M | 0.75% | 00.0% | Unchanged |
| Credit Agricole S A | 15,278 | $4.23M | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,432 | $4.27M | 0.24% | +15,432 | New |
| Long Road Investment Counsel, LLC | 15,581 | $4.31M | 1.69% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,726 | $4.35M | 0.02% | +63+0.4% | Added |
| Bank of Montreal | 16,129 | $4.46M | 0.00% | +489+3.1% | Added |
| Vanguard Global Advisers, LLC | 16,713 | $4.62M | 0.00% | +16,713 | New |
| Crossmark Global Holdings, Inc. | 16,987 | $4.70M | 0.07% | +10,860+177.2% | Added |
| Great West Life Assurance Co | 17,440 | $4.84M | 0.01% | +614+3.6% | Added |
| State of Alaska, Department of Revenue | 17,795 | $4.92M | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 17,995 | $4.98M | 0.00% | −11,066−38.1% | Reduced |
| Poehling Capital Management, LLC | 18,192 | $5.03M | 1.06% | −12−0.1% | Reduced |
| Chase Investment Counsel Corp | 18,378 | $5.08M | 1.34% | +1,163+6.8% | Added |
| Seascape Capital Management | 18,617 | $5.15M | 1.48% | +125+0.7% | Added |
| Horizon Investments, LLC | 19,188 | $5.31M | 0.06% | +2,227+13.1% | Added |
| Schroder Investment Management Group | 19,857 | $5.36M | 0.00% | −13,462−40.4% | Reduced |
| Manufacturers Life Insurance Company, The | 19,582 | $5.42M | 0.00% | −269−1.4% | Reduced |
| Amplius Wealth Advisors, LLC | 19,616 | $5.43M | 0.45% | +30.0% | Added |
| Engineers Gate Manager LP | 19,838 | $5.49M | 0.07% | −72,463−78.5% | Reduced |
| State Board of Administration of Florida Retirement System | 19,960 | $5.52M | 0.01% | −148−0.7% | Reduced |
| Wellington Management Group LLP | 20,603 | $5.70M | 0.00% | +20,603 | New |
| Illinois Municipal Retirement Fund | 21,367 | $5.91M | 0.08% | +6,795+46.6% | Added |
| Algert Global LLC | 22,707 | $6.28M | 0.09% | −11,240−33.1% | Reduced |
| Moran Wealth Management, LLC | 23,192 | $6.42M | 0.20% | −622−2.6% | Reduced |
| Sterling Capital Management LLC | 23,526 | $6.51M | 0.12% | −958−3.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 24,115 | $6.67M | 0.03% | −14,390−37.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,224 | $6.70M | 0.01% | −516−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 24,270 | $6.72M | 0.02% | +4,641+23.6% | Added |
| Vanguard Asset Management, Ltd | 24,390 | $6.75M | 0.01% | +24,390 | New |
| Arrowstreet Capital, Limited Partnership | 24,858 | $6.88M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 25,169 | $6.96M | 0.07% | +19,442+339.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,891 | $7.16M | 0.14% | +25,891 | New |
| Susquehanna Portfolio Strategies, LLC | 26,123 | $7.23M | 0.11% | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 26,285 | $7.27M | 0.21% | −1,998−7.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 26,398 | $7.30M | 0.02% | +1,624+6.6% | Added |
| Assetmark, Inc | 27,485 | $7.60M | 0.02% | −628−2.2% | Reduced |
| Nicola Wealth Management Ltd. | 29,000 | $8.02M | 0.96% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 31,223 | $8.64M | 0.03% | −23,967−43.4% | Reduced |
| Oak Thistle LLC | 31,835 | $8.81M | 0.86% | +23,135+265.9% | Added |
| CI Private Wealth, LLC | 32,136 | $8.88M | 0.01% | +18,668+138.6% | Added |
| Goodman Financial Corp | 32,492 | $8.99M | 1.55% | −34,982−51.8% | Reduced |
| Zacks Investment Management | 32,724 | $9.05M | 0.07% | +1,253+4.0% | Added |
| Ameriprise Financial Inc | 32,770 | $9.07M | 0.00% | −13,473−29.1% | Reduced |
| California State Teachers Retirement System | 32,852 | $9.09M | 0.01% | +6,087+22.7% | Added |
| BW Gestao de Investimentos Ltda. | 33,000 | $9.13M | 0.41% | −9,000−21.4% | Reduced |
| New York State Teachers Retirement System | 34,828 | $9.64M | 0.02% | −920−2.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,950 | $9.67M | 0.39% | +3,100+9.7% | Added |
| Calamos Advisors LLC | 35,430 | $9.80M | 0.04% | 00.0% | Unchanged |
| Nordea Investment Management AB | 37,988 | $10.4M | 0.01% | −1,796−4.5% | Reduced |
| Public Employees Retirement System of Ohio | 38,819 | $10.7M | 0.03% | −7,664−16.5% | Reduced |
| D. E. Shaw & Co., Inc. | 39,261 | $10.9M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 39,442 | $10.9M | 0.02% | −170.0% | Reduced |
| Legal & General Group Plc | 40,814 | $11.3M | 0.00% | −3,351−7.6% | Reduced |
| Point72 Asset Management, L.P. | 44,273 | $12.3M | 0.02% | +44,273 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 45,388 | $12.6M | 0.02% | +986+2.2% | Added |
| Storebrand Asset Management AS | 48,257 | $13.4M | 0.04% | +10,000+26.1% | Added |
| Robeco Institutional Asset Management B.V. | 49,291 | $13.6M | 0.02% | +14,383+41.2% | Added |
| Prudential Financial Inc | 50,615 | $14.0M | 0.02% | +34,325+210.7% | Added |
| Deutsche Bank AG | 51,936 | $14.4M | 0.00% | +582+1.1% | Added |
| Swiss National Bank | 55,600 | $15.4M | 0.01% | −500−0.9% | Reduced |
| First Trust Advisors LP | 56,242 | $15.6M | 0.01% | −45,792−44.9% | Reduced |
| Freestone Grove Partners LP | 57,832 | $16.0M | 0.12% | −15,581−21.2% | Reduced |
| Envestnet Asset Management Inc | 61,098 | $16.9M | 0.00% | +17,984+41.7% | Added |
| Prana Capital Management, LP | 61,489 | $17.0M | 0.52% | +46,604+313.1% | Added |
| Principal Financial Group Inc | 62,786 | $17.4M | 0.01% | +2,283+3.8% | Added |
| Wallace Capital Management Inc. | 62,874 | $17.4M | 2.00% | −2,223−3.4% | Reduced |
| Nuveen, LLC | 65,272 | $18.1M | 0.00% | +895+1.4% | Added |
| Schonfeld Strategic Advisors LLC | 66,254 | $18.3M | 0.15% | +37,534+130.7% | Added |
| California Public Employees Retirement System | 69,902 | $19.3M | 0.01% | +2,569+3.8% | Added |
| North Star Asset Management Inc | 70,191 | $19.4M | 0.84% | −7,037−9.1% | Reduced |
| Empowered Funds, LLC | 75,572 | $20.9M | 0.13% | +75,572 | New |
| Rhumbline Advisers | 76,741 | $21.2M | 0.02% | +349+0.5% | Added |
| Loomis Sayles & Co L P | 85,945 | $23.8M | 0.03% | +11,665+15.7% | Added |
| Retirement Systems of Alabama | 86,240 | $23.9M | 0.08% | +726+0.8% | Added |
| Polar Capital Holdings Plc | 87,278 | $24.1M | 0.11% | −19,967−18.6% | Reduced |
| Wells Fargo & Company | 90,193 | $25.0M | 0.00% | +4,155+4.8% | Added |
| Man Group plc | 90,548 | $25.1M | 0.05% | +6,214+7.4% | Added |
| New York State Common Retirement Fund | 91,398 | $25.3M | 0.04% | −140−0.2% | Reduced |
| Victory Capital Management Inc | 91,635 | $25.4M | 0.02% | −2,866−3.0% | Reduced |