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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,224 | $6.70M | 0.01% | −516−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 24,115 | $6.67M | 0.03% | −14,390−37.4% | Reduced |
| Sterling Capital Management LLC | 23,526 | $6.51M | 0.12% | −958−3.9% | Reduced |
| Moran Wealth Management, LLC | 23,192 | $6.42M | 0.20% | −622−2.6% | Reduced |
| Algert Global LLC | 22,707 | $6.28M | 0.09% | −11,240−33.1% | Reduced |
| Illinois Municipal Retirement Fund | 21,367 | $5.91M | 0.08% | +6,795+46.6% | Added |
| Wellington Management Group LLP | 20,603 | $5.70M | 0.00% | +20,603 | New |
| State Board of Administration of Florida Retirement System | 19,960 | $5.52M | 0.01% | −148−0.7% | Reduced |
| Engineers Gate Manager LP | 19,838 | $5.49M | 0.07% | −72,463−78.5% | Reduced |
| Amplius Wealth Advisors, LLC | 19,616 | $5.43M | 0.45% | +30.0% | Added |
| Manufacturers Life Insurance Company, The | 19,582 | $5.42M | 0.00% | −269−1.4% | Reduced |
| Schroder Investment Management Group | 19,857 | $5.36M | 0.00% | −13,462−40.4% | Reduced |
| Horizon Investments, LLC | 19,188 | $5.31M | 0.06% | +2,227+13.1% | Added |
| Seascape Capital Management | 18,617 | $5.15M | 1.48% | +125+0.7% | Added |
| Chase Investment Counsel Corp | 18,378 | $5.08M | 1.34% | +1,163+6.8% | Added |
| Poehling Capital Management, LLC | 18,192 | $5.03M | 1.06% | −12−0.1% | Reduced |
| Barclays PLC | 17,995 | $4.98M | 0.00% | −11,066−38.1% | Reduced |
| State of Alaska, Department of Revenue | 17,795 | $4.92M | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 17,440 | $4.84M | 0.01% | +614+3.6% | Added |
| Crossmark Global Holdings, Inc. | 16,987 | $4.70M | 0.07% | +10,860+177.2% | Added |
| Vanguard Global Advisers, LLC | 16,713 | $4.62M | 0.00% | +16,713 | New |
| Bank of Montreal | 16,129 | $4.46M | 0.00% | +489+3.1% | Added |
| Pathstone Holdings, LLC | 15,726 | $4.35M | 0.02% | +63+0.4% | Added |
| Long Road Investment Counsel, LLC | 15,581 | $4.31M | 1.69% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,432 | $4.27M | 0.24% | +15,432 | New |
| Credit Agricole S A | 15,278 | $4.23M | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 15,111 | $4.18M | 0.75% | 00.0% | Unchanged |
| FORA Capital, LLC | 13,878 | $3.84M | 0.28% | +13,878 | New |
| MetLife Investment Management | 13,825 | $3.83M | 0.02% | +88+0.6% | Added |
| Susquehanna International Group, LLP | 13,761 | $3.81M | 0.00% | +12,729+1,233.4% | Added |
| Amalgamated Bank | 13,731 | $3.80M | 0.03% | +937+7.3% | Added |
| Aquatic Capital Management LLC | 13,678 | $3.78M | 0.11% | +13,678 | New |
| Carnegie Capital Asset Management, LLC | 13,612 | $3.77M | 0.07% | −1,245−8.4% | Reduced |
| Altar Rock LLC | 13,469 | $3.73M | 4.37% | −2,073−13.3% | Reduced |
| Oliver Luxxe Assets LLC | 13,101 | $3.63M | 0.54% | −5,306−28.8% | Reduced |
| Kestra Advisory Services, LLC | 12,810 | $3.54M | 0.01% | −1,977−13.4% | Reduced |
| Janus Henderson Group PLC | 12,770 | $3.54M | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,738 | $3.52M | 0.04% | +11,776+1,224.1% | Added |
| O'Shaughnessy Asset Management, LLC | 12,733 | $3.52M | 0.02% | +3,586+39.2% | Added |
| Basswood Capital Management, L.L.C. | 12,304 | $3.40M | 0.17% | +12,304 | New |
| Royal Bank of Canada | 12,216 | $3.38M | 0.00% | −4,500−26.9% | Reduced |
| Tudor Investment Corp Et Al | 11,904 | $3.29M | 0.02% | +11,904 | New |
| Blair William & Co | 11,883 | $3.29M | 0.01% | +1,159+10.8% | Added |
| CWM Advisors, LLC | 11,846 | $3.28M | 0.19% | +11,846 | New |
| XTX Topco Ltd | 11,807 | $3.27M | 0.06% | +11,807 | New |
| Creative Planning | 11,785 | $3.26M | 0.00% | +1,953+19.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,616 | $3.21M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 11,610 | $3.21M | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 11,542 | $3.19M | 0.12% | +10.0% | Added |
| Oppenheimer Asset Management Inc. | 11,315 | $3.13M | 0.04% | +11,315 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,312 | $3.13M | 0.02% | −122−1.1% | Reduced |
| CWC Advisors, LLC. | 11,309 | $3.13M | 1.49% | −691−5.8% | Reduced |
| Convergence Investment Partners, LLC | 11,152 | $3.09M | 0.51% | +4,086+57.8% | Added |
| State of Wisconsin Investment Board | 10,992 | $3.04M | 0.01% | +1,558+16.5% | Added |
| LPL Financial LLC | 10,809 | $2.99M | 0.00% | −972−8.3% | Reduced |
| Mutual of America Capital Management LLC | 10,779 | $2.98M | 0.03% | −928−7.9% | Reduced |
| Janney Montgomery Scott LLC | 10,778 | $2.98M | 0.01% | +10,778 | New |
| Voya Investment Management LLC | 10,185 | $2.82M | 0.00% | +2,037+25.0% | Added |
| Handelsbanken Fonder AB | 10,100 | $2.79M | 0.01% | +1,100+12.2% | Added |
| Concentric Capital Strategies, LP | 10,093 | $2.79M | 0.24% | −89,862−89.9% | Reduced |
| Mubadala Investment Co PJSC | 10,062 | $2.78M | 0.01% | −1,513−13.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,944 | $2.75M | 0.01% | +595+6.4% | Added |
| Fifth Third Bancorp | 9,749 | $2.70M | 0.00% | +9,420+2,863.2% | Added |
| Gradient Investments LLC | 9,600 | $2.66M | 0.04% | +9,600 | New |
| HSBC Holdings PLC | 9,344 | $2.61M | 0.00% | −1,591−14.5% | Reduced |
| Candriam Luxembourg S.C.A. | 9,228 | $2.55M | 0.01% | +9,228 | New |
| Carrera Capital Advisors | 9,169 | $2.54M | 0.39% | −8,404−47.8% | Reduced |
| JustInvest LLC | 9,129 | $2.53M | 0.02% | −314−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,062 | $2.51M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 9,025 | $2.50M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,829 | $2.44M | 0.00% | +1,791+25.4% | Added |
| L2 Asset Management, LLC | 8,705 | $2.41M | 0.23% | +3,628+71.5% | Added |
| Yousif Capital Management, LLC | 8,612 | $2.38M | 0.03% | −481−5.3% | Reduced |
| Summit Trail Advisors, LLC | 8,608 | $2.38M | 0.03% | +2,390+38.4% | Added |
| Neuberger Berman Group LLC | 8,451 | $2.34M | 0.00% | −714−7.8% | Reduced |
| Mariner, LLC | 8,432 | $2.33M | 0.00% | +18+0.2% | Added |
| KLP Kapitalforvaltning AS | 8,400 | $2.32M | 0.01% | +200+2.4% | Added |
| Louisiana State Employees Retirement System | 8,200 | $2.27M | 0.04% | +400+5.1% | Added |
| Teacher Retirement System of Texas | 8,016 | $2.22M | 0.01% | +2,960+58.5% | Added |
| Entropy Technologies, LP | 7,832 | $2.17M | 0.10% | −692−8.1% | Reduced |
| Arizona State Retirement System | 7,727 | $2.14M | 0.01% | −183−2.3% | Reduced |
| Wedge Capital Management L L P | 7,702 | $2.13M | 0.04% | +616+8.7% | Added |
| Brant Point Investment Management LLC | 7,642 | $2.11M | 0.58% | −17,358−69.4% | Reduced |
| Commerce Bank | 7,554 | $2.09M | 0.01% | +20.0% | Added |
| Ritholtz Wealth Management | 7,486 | $2.07M | 0.04% | +4,073+119.3% | Added |
| Susquehanna Fundamental Investments, LLC | 7,424 | $2.05M | 0.08% | +2,050+38.1% | Added |
| OP Asset Management Ltd | 7,390 | $2.04M | 0.02% | −10,242−58.1% | Reduced |
| Quadrature Capital Ltd | 7,383 | $2.04M | 0.02% | +1,612+27.9% | Added |
| Vanguard Investments Australia, Ltd. | 7,273 | $2.01M | 0.01% | +7,273 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,048 | $1.95M | 0.01% | +9+0.1% | Added |
| SkyView Investment Advisors, LLC | 7,015 | $1.94M | 0.26% | +25+0.4% | Added |
| Genus Capital Management Inc. | 6,990 | $1.93M | 0.22% | −19,995−74.1% | Reduced |
| Kennondale Capital Management LLC | 6,976 | $1.93M | 1.39% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,719 | $1.86M | 0.00% | −1,522−18.5% | Reduced |
| State of Michigan Retirement System | 6,719 | $1.86M | 0.01% | +100+1.5% | Added |
| American Century Companies Inc | 6,606 | $1.83M | 0.00% | −2,088−24.0% | Reduced |
| Ieq Capital, LLC | 6,530 | $1.81M | 0.01% | +2,292+54.1% | Added |
| Bridgewater Associates, LP | 6,491 | $1.80M | 0.01% | −6,668−50.7% | Reduced |
| Citadel Investment Advisory, Inc. | 6,452 | $1.78M | 0.85% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,302 | $1.74M | 0.03% | +9+0.1% | Added |