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 |
|---|---|---|---|---|---|
| Anfield Capital Management, LLC | 6,226 | $1.72M | 0.47% | +6,226 | New |
| Vident Advisory, LLC | 6,206 | $1.72M | 0.01% | +3,789+156.8% | Added |
| Citigroup Inc | 6,188 | $1.71M | 0.00% | −54,228−89.8% | Reduced |
| Bastion Asset Management Inc. | 6,101 | $1.70M | 0.52% | +6,101 | New |
| Asset Management One Co.,Ltd. | 5,920 | $1.64M | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,870 | $1.62M | 0.27% | +5,870 | New |
| New Mexico Educational Retirement Board | 5,800 | $1.60M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,766 | $1.60M | 0.02% | +169+3.0% | Added |
| Jupiter Asset Management Ltd | 5,660 | $1.57M | 0.01% | +4,041+249.6% | Added |
| Private Client Services, LLC | 5,659 | $1.57M | 0.47% | +365+6.9% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,562 | $1.54M | 0.08% | 00.0% | Unchanged |
| Gabelli Funds LLC | 5,486 | $1.52M | 0.01% | +2,500+83.7% | Added |
| Cookson Peirce & Co Inc | 5,464 | $1.51M | 0.06% | +4,262+354.6% | Added |
| Vise Technologies, Inc. | 5,233 | $1.51M | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,444 | $1.51M | 0.05% | −25,015−82.1% | Reduced |
| Millennium Management LLC | 5,368 | $1.49M | 0.00% | −790,642−99.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,182 | $1.43M | 0.04% | +27+0.5% | Added |
| Squarepoint Ops LLC | 5,113 | $1.41M | 0.00% | −18,406−78.3% | Reduced |
| Williamson Legacy Group, LLC | 5,104 | $1.41M | 1.06% | +995+24.2% | Added |
| Resources Investment Advisors, LLC. | 5,102 | $1.41M | 0.01% | −271−5.0% | Reduced |
| Two Sigma Investments, LP | 5,100 | $1.41M | 0.00% | +5,100 | New |
| Boothbay Fund Management, LLC | 5,086 | $1.41M | 0.03% | +3,572+235.9% | Added |
| Acadian Asset Management LLC | 5,082 | $1.40M | 0.00% | −6,821−57.3% | Reduced |
| Colony Group, LLC | 4,980 | $1.38M | 0.00% | −768−13.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,968 | $1.37M | 0.02% | −12−0.2% | Reduced |
| Virtu Financial LLC | 4,963 | $1.37M | 0.06% | +4,963 | New |
| Maltese Capital Management LLC | 4,900 | $1.36M | 0.27% | +4,900 | New |
| U.S. Capital Wealth Advisors, LLC | 4,751 | $1.31M | 0.03% | +3,871+439.9% | Added |
| LGT Capital Partners Ltd. | 4,730 | $1.31M | 0.07% | −1,000−17.5% | Reduced |
| CWA Asset Management Group, LLC | 4,712 | $1.30M | 0.04% | +4,712 | New |
| Allstate Corp | 4,681 | $1.30M | 0.01% | +4,681 | New |
| Penn Capital Management Co Inc | 4,499 | $1.27M | 0.10% | −1,235−21.5% | Reduced |
| Martingale Asset Management L P | 4,561 | $1.26M | 0.03% | −988−17.8% | Reduced |
| Traub Capital Management LLC | 4,551 | $1.26M | 1.25% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,538 | $1.26M | 0.01% | +517+12.9% | Added |
| Callan Family Office, LLC | 4,509 | $1.25M | 0.03% | +267+6.3% | Added |
| Pacer Advisors, Inc. | 4,419 | $1.22M | 0.00% | +1,052+31.2% | Added |
| Pictet Asset Management Holding SA | 4,394 | $1.22M | 0.00% | +159+3.8% | Added |
| CWM, LLC | 4,130 | $1.14M | 0.00% | −808−16.4% | Reduced |
| Magnetar Financial LLC | 4,110 | $1.14M | 0.01% | +3,198+350.7% | Added |
| Rockefeller Capital Management L.P. | 4,045 | $1.12M | 0.00% | +734+22.2% | Added |
| Truist Financial Corp | 3,996 | $1.11M | 0.00% | +232+6.2% | Added |
| Guinness Asset Management LTD | 3,954 | $1.09M | 0.02% | −288−6.8% | Reduced |
| Ethic Inc. | 3,884 | $1.07M | 0.02% | +134+3.6% | Added |
| HighTower Advisors, LLC | 3,866 | $1.07M | 0.00% | +684+21.5% | Added |
| Quantbot Technologies LP | 3,834 | $1.06M | 0.04% | +2,304+150.6% | Added |
| Redwood Investment Management, LLC | 3,794 | $1.05M | 0.13% | +3,794 | New |
| Gateway Investment Advisers LLC | 3,784 | $1.05M | 0.01% | +3,784 | New |
| Sepio Capital, LP | 3,775 | $1.04M | 0.06% | +1,127+42.6% | Added |
| Bridgefront Capital, LLC | 3,760 | $1.04M | 0.26% | +3,760 | New |
| Kendall Capital Management | 3,700 | $1.02M | 0.21% | +95+2.6% | Added |
| Guggenheim Capital LLC | 3,686 | $1.02M | 0.01% | +2,586+235.1% | Added |
| Evolve Private Wealth, LLC | 3,663 | $1.01M | 0.05% | +264+7.8% | Added |
| US Bancorp | 3,661 | $1.01M | 0.00% | +55+1.5% | Added |
| Vestcor Inc | 3,560 | $985.0K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,500 | $968.5K | 0.01% | 00.0% | Unchanged |
| CSM Advisors, LLC | 3,436 | $950.0K | 0.02% | +249+7.8% | Added |
| Mercer Global Advisors Inc | 3,420 | $946.4K | 0.00% | +628+22.5% | Added |
| Jefferies Financial Group Inc. | 3,400 | $940.8K | 0.01% | +3,400 | New |
| Quadrant Capital Group LLC | 3,372 | $933.0K | 0.03% | +152+4.7% | Added |
| Xponance, Inc. | 3,363 | $930.5K | 0.01% | +780+30.2% | Added |
| New York Life Investment Management LLC | 3,360 | $929.7K | 0.01% | +3,360 | New |
| Farther Finance Advisors, LLC | 3,373 | $922.5K | 0.01% | +66+2.0% | Added |
| Danske Bank A/S | 3,275 | $906.2K | 0.00% | −1,809−35.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,251 | $899.6K | 0.00% | −531−14.0% | Reduced |
| Cresset Asset Management, LLC | 3,241 | $896.8K | 0.00% | +155+5.0% | Added |
| Advisory Services Network, LLC | 3,222 | $891.5K | 0.01% | +624+24.0% | Added |
| Cerity Partners LLC | 3,217 | $890.1K | 0.00% | −561−14.8% | Reduced |
| Federated Hermes, Inc. | 3,196 | $884.3K | 0.00% | −146−4.4% | Reduced |
| Stifel Financial Corp | 3,136 | $867.6K | 0.00% | −3−0.1% | Reduced |
| Kestra Investment Management, LLC | 3,076 | $851.2K | 0.01% | −2,464−44.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,045 | $842.6K | 0.00% | +82+2.8% | Added |
| Amundi | 2,997 | $829.3K | 0.00% | −7,338−71.0% | Reduced |
| Radnor Capital Management, LLC | 2,970 | $821.8K | 0.12% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,853 | $789.4K | 0.00% | +319+12.6% | Added |
| Toroso Investments, LLC | 2,766 | $765.4K | 0.00% | +2,766 | New |
| Walleye Capital LLC | 2,684 | $742.7K | 0.00% | +1,628+154.2% | Added |
| Public Employees Retirement Association of Colorado | 2,662 | $737.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 2,600 | $719.4K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,586 | $715.5K | 0.17% | −3−0.1% | Reduced |
| Inceptionr LLC | 2,545 | $704.2K | 0.17% | +1,578+163.2% | Added |
| EP Wealth Advisors, LLC | 2,524 | $698.3K | 0.00% | −468−15.6% | Reduced |
| Coldstream Capital Management Inc | 2,503 | $692.5K | 0.01% | +103+4.3% | Added |
| Harbor Advisors LLC | 2,500 | $691.8K | 0.10% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 2,494 | $690.1K | 0.00% | +284+12.9% | Added |
| SG Americas Securities, LLC | 2,413 | $668.0K | 0.00% | +856+55.0% | Added |
| Marshall Wace, LLP | 2,400 | $664.1K | 0.00% | −471−16.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,396 | $663.0K | 0.06% | +2,396 | New |
| Gamco Investors, Inc. Et Al | 2,350 | $650.2K | 0.01% | +350+17.5% | Added |
| Blueshift Asset Management, LLC | 2,231 | $617.3K | 0.19% | +2,231 | New |
| Schubert & Co | 2,210 | $611.5K | 0.50% | −3−0.1% | Reduced |
| Arq Wealth Advisors, LLC | 2,180 | $603.2K | 0.11% | +2,180 | New |
| Kathmere Capital Management, LLC | 2,173 | $601.3K | 0.04% | +148+7.3% | Added |
| Custom Index Systems, LLC | 2,138 | $591.6K | 0.26% | −107−4.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,211 | $586.9K | 0.00% | −1,396−38.7% | Reduced |
| Securian Asset Management, Inc | 2,118 | $586.1K | 0.02% | +100+5.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,090 | $578.3K | 0.24% | +590+39.3% | Added |
| United Capital Financial Advisers, LLC | 2,087 | $577.4K | 0.00% | +151+7.8% | Added |
| Advisor Group Holdings, Inc. | 2,061 | $570.5K | 0.00% | −398−16.2% | Reduced |
| Childress Capital Advisors, LLC | 2,044 | $565.6K | 0.10% | 00.0% | Unchanged |