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 |
|---|---|---|---|---|---|
| Arbejdsmarkedets Tillaegspension | 91,949 | $25.4M | 0.63% | +6,142+7.2% | Added |
| Russell Investments Group, Ltd. | 92,346 | $25.5M | 0.03% | +39,638+75.2% | Added |
| Quantinno Capital Management LP | 95,058 | $26.3M | 0.04% | +27,974+41.7% | Added |
| Nomura Asset Management International Inc. | 101,736 | $28.1M | 0.05% | −21,169−17.2% | Reduced |
| UBS Asset Management Americas Inc | 103,473 | $28.6M | 0.01% | +2,879+2.9% | Added |
| Treasurer of the State of North Carolina | 103,528 | $28.6M | 0.09% | +9,075+9.6% | Added |
| SEI Investments Co | 107,654 | $29.8M | 0.03% | +5,357+5.2% | Added |
| Renaissance Technologies LLC | 109,750 | $30.4M | 0.05% | +90,650+474.6% | Added |
| Franklin Resources Inc | 119,615 | $33.1M | 0.01% | +56,529+89.6% | Added |
| UBS Group AG | 129,121 | $35.7M | 0.01% | −166,297−56.3% | Reduced |
| Voloridge Investment Management, LLC | 130,848 | $36.2M | 0.15% | +67,654+107.1% | Added |
| JPMorgan Chase & Co | 140,540 | $37.9M | 0.00% | +6,643+5.0% | Added |
| Woodline Partners LP | 145,879 | $40.4M | 0.15% | +145,879 | New |
| Qube Research & Technologies Ltd | 154,233 | $42.7M | 0.06% | +114,987+293.0% | Added |
| Lord, Abbett & Co. LLC | 154,670 | $42.8M | 0.14% | +77,342+100.0% | Added |
| Vanguard Fiduciary Trust Co | 172,259 | $47.7M | 0.01% | +172,259 | New |
| Artisan Partners Limited Partnership | 173,595 | $48.0M | 0.08% | +43,483+33.4% | Added |
| FMR LLC | 179,975 | $49.8M | 0.00% | −1,867−1.0% | Reduced |
| Price T Rowe Associates Inc | 183,621 | $50.8M | 0.01% | −58,671−24.2% | Reduced |
| Goldman Sachs Group Inc | 185,357 | $51.3M | 0.01% | +23,706+14.7% | Added |
| Kiltearn Partners LLP | 195,114 | $54.0M | 14.53% | −41,300−17.5% | Reduced |
| Alliancebernstein L.P. | 206,103 | $59.4M | 0.02% | +119,461+137.9% | Added |
| Caisse de Depot Et Placement du Quebec | 220,887 | $61.1M | 0.10% | +114,787+108.2% | Added |
| Raymond James Financial Inc | 231,461 | $63.6M | 0.02% | −5,436−2.3% | Reduced |
| Citadel Advisors LLC | 247,220 | $68.4M | 0.05% | −72,217−22.6% | Reduced |
| Bruni J V & Co | 249,765 | $69.1M | 7.22% | −2,382−0.9% | Reduced |
| Jane Street Group, LLC | 252,505 | $69.9M | 0.08% | +212,426+530.0% | Added |
| Fisher Asset Management, LLC | 253,263 | $70.1M | 0.02% | +9,433+3.9% | Added |
| Bank of New York Mellon Corp | 300,265 | $83.1M | 0.02% | +53,076+21.5% | Added |
| Channing Capital Management, LLC | 302,672 | $83.7M | 2.14% | +11,952+4.1% | Added |
| Charles Schwab Investment Management Inc | 308,031 | $85.2M | 0.01% | +2,435+0.8% | Added |
| Clarkston Capital Partners, LLC | 313,708 | $86.8M | 6.62% | −590,411−65.3% | Reduced |
| Invesco Ltd. | 316,490 | $87.6M | 0.01% | +219,769+227.2% | Added |
| Northern Trust Corp | 348,882 | $96.5M | 0.01% | +23,186+7.1% | Added |
| Bank of America Corp | 409,578 | $113.3M | 0.01% | +176,246+75.5% | Added |
| LSV Asset Management | 476,811 | $131.9M | 0.28% | +3,790+0.8% | Added |
| Allianz Asset Management GmbH | 488,742 | $135.2M | 0.16% | +62,093+14.6% | Added |
| Lyrical Asset Management LP | 502,121 | $138.9M | 2.12% | −49,466−9.0% | Reduced |
| Geode Capital Management, LLC | 635,778 | $176.0M | 0.01% | +84,625+15.4% | Added |
| Dimensional Fund Advisors LP | 718,313 | $198.7M | 0.04% | +18,865+2.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 760,213 | $210.4M | 0.71% | +74,625+10.9% | Added |
| State Street Corp | 926,733 | $256.4M | 0.01% | −2,664−0.3% | Reduced |
| Boston Partners | 971,247 | $268.7M | 0.28% | −165,463−14.6% | Reduced |
| Ariel Investments, LLC | 1,064,030 | $294.4M | 3.30% | −118,193−10.0% | Reduced |
| Vanguard Capital Management LLC | 1,174,746 | $325.1M | 0.01% | +1,174,746 | New |
| Vanguard Portfolio Management LLC | 1,359,793 | $376.3M | 0.02% | +1,359,793 | New |
| Morgan Stanley | 1,732,512 | $479.4M | 0.03% | +26,791+1.6% | Added |
| BlackRock, Inc. | 2,867,665 | $793.5M | 0.01% | +68,464+2.4% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −231,675−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −184,010−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −145,483−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −37,845−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −26,553−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −19,138−100.0% | Sold out |
| Karl Kapital LLC | 0 | $0 | 0.00% | −14,898−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,745−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −11,259−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,926−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −8,463−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,258−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −7,898−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −4,089−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,388−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| First Nebraska Trust Co | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Highlander Partners, L.P. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| CFG Wealth Management Services, Inc. | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |