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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 2,021 | $559.2K | 0.06% | +2,021 | New |
| Horizon Kinetics Asset Management LLC | 1,998 | $552.8K | 0.01% | −197−9.0% | Reduced |
| Polymer Capital Management (US) LLC | 1,934 | $535.1K | 0.08% | −877−31.2% | Reduced |
| IFP Advisors, Inc | 1,864 | $515.8K | 0.01% | +1,249+203.1% | Added |
| Great Valley Advisor Group, Inc. | 1,844 | $510.0K | 0.01% | +920+99.6% | Added |
| Fulton Bank, N.A. | 1,840 | $509.1K | 0.02% | +578+45.8% | Added |
| Alps Advisors Inc | 1,820 | $503.6K | 0.00% | +1,820 | New |
| Greenleaf Trust | 1,784 | $493.6K | 0.00% | −17−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,741 | $481.7K | 0.02% | +11+0.6% | Added |
| Numerai GP LLC | 1,706 | $472.1K | 0.05% | −2,030−54.3% | Reduced |
| M&T Bank Corp | 1,695 | $469.0K | 0.00% | +49+3.0% | Added |
| South Dakota Investment Council | 1,688 | $467.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 1,678 | $464.3K | 0.01% | +602+55.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,660 | $459.3K | 0.00% | +1,660 | New |
| Commonwealth Equity Services, LLC | 1,632 | $451.5K | 0.00% | −32−1.9% | Reduced |
| BTC Capital Management, Inc. | 1,596 | $441.6K | 0.03% | +97+6.5% | Added |
| Cetera Trust Company, N.A | 1,580 | $437.2K | 0.25% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,563 | $432.5K | 0.01% | +795+103.5% | Added |
| GAMMA Investing LLC | 1,559 | $431.4K | 0.02% | +41+2.7% | Added |
| Cornerstone Investment Partners, LLC | 1,522 | $421.1K | 0.02% | +60+4.1% | Added |
| State of Wyoming | 1,522 | $421.1K | 0.05% | +757+99.0% | Added |
| Jump Financial, LLC | 1,521 | $420.9K | 0.01% | −8,579−84.9% | Reduced |
| Allegheny Financial Group LTD | 1,497 | $414.2K | 0.06% | +2+0.1% | Added |
| Savant Capital, LLC | 1,495 | $413.7K | 0.00% | +1,495 | New |
| Picton Mahoney Asset Management | 1,483 | $410.3K | 0.00% | +150+11.3% | Added |
| Utah Retirement Systems | 1,477 | $408.7K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,454 | $402.3K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 1,451 | $401.5K | 0.02% | +164+12.7% | Added |
| Simplex Trading, LLC | 1,451 | $401.5K | 0.01% | +1,451 | New |
| Glenmede Trust Co NA | 1,445 | $399.8K | 0.00% | −47−3.2% | Reduced |
| Skopos Labs, Inc. | 1,444 | $399.6K | 0.01% | +533+58.5% | Added |
| Cynosure Management, LLC | 1,418 | $392.4K | 0.05% | +1,418 | New |
| Maryland State Retirement & Pension System | 1,376 | $380.7K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 1,362 | $376.9K | 0.00% | +1,362 | New |
| TD Private Client Wealth LLC | 1,354 | $374.7K | 0.01% | +170+14.4% | Added |
| Dorsey & Whitney Trust CO LLC | 1,346 | $372.4K | 0.02% | −1−0.1% | Reduced |
| Investment Partners, Ltd. | 1,322 | $365.8K | 0.13% | −58−4.2% | Reduced |
| Tolleson Wealth Management, Inc. | 1,319 | $365.0K | 0.05% | 00.0% | Unchanged |
| Index Technologies Group LLC | 1,304 | $360.8K | 0.39% | −74−5.4% | Reduced |
| DnB Asset Management AS | 1,286 | $355.8K | 0.00% | +1,286 | New |
| Chicago Partners Investment Group LLC | 1,146 | $345.3K | 0.01% | +178+18.4% | Added |
| Sheets Smith Wealth Management | 1,227 | $339.5K | 0.04% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 1,240 | $334.7K | 0.00% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 1,191 | $329.6K | 0.10% | +321+36.9% | Added |
| Havemeyer Place LP | 1,179 | $326.2K | 0.04% | +1,179 | New |
| Old National Bancorp | 1,159 | $320.7K | 0.01% | +72+6.6% | Added |
| Laird Norton Trust Company, LLC | 1,158 | $320.4K | 0.01% | +3+0.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $318.2K | 0.07% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,143 | $318.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,149 | $317.9K | 0.00% | −6−0.5% | Reduced |
| Dark Forest Capital Management LP | 1,145 | $316.8K | 0.03% | −4,334−79.1% | Reduced |
| Quarry LP | 1,135 | $314.1K | 0.06% | +710+167.1% | Added |
| Cadent Capital Advisors, LLC | 1,134 | $313.8K | 0.08% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,128 | $312.1K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,126 | $311.6K | 0.00% | −228−16.8% | Reduced |
| MAI Capital Management | 1,111 | $307.4K | 0.00% | +24+2.2% | Added |
| Checchi Capital Advisers, LLC | 1,110 | $307.1K | 0.02% | +29+2.7% | Added |
| R Squared Ltd | 1,093 | $302.4K | 0.17% | +279+34.3% | Added |
| Bank of New Hampshire | 1,087 | $300.8K | 0.07% | −17−1.5% | Reduced |
| Axq Capital, LP | 1,085 | $300.2K | 0.04% | −1,319−54.9% | Reduced |
| Atria Investments LLC | 1,083 | $299.5K | 0.00% | −192−15.1% | Reduced |
| Panagora Asset Management Inc | 1,068 | $295.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,057 | $292.4K | 0.00% | +54+5.4% | Added |
| Merit Financial Group, LLC | 1,054 | $291.5K | 0.00% | +80+8.2% | Added |
| CIBC Asset Management Inc | 1,023 | $283.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,016 | $281.1K | 0.01% | +42+4.3% | Added |
| Quent Capital, LLC | 1,009 | $279.2K | 0.02% | −205−16.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,005 | $278.0K | 0.08% | +1,005 | New |
| Ashton Thomas Private Wealth, LLC | 970 | $268.4K | 0.01% | +201+26.1% | Added |
| Prelude Capital Management, LLC | 964 | $266.7K | 0.02% | +964 | New |
| Keystone Financial Services | 961 | $265.9K | 0.08% | +29+3.1% | Added |
| Transcend Wealth Collective, LLC | 949 | $262.6K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 941 | $260.4K | 0.01% | +55+6.2% | Added |
| Shelton Capital Management | 928 | $256.8K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 927 | $256.5K | 0.09% | +2+0.2% | Added |
| Mattson Financial Services, LLC | 927 | $256.5K | 0.06% | +927 | New |
| Farringdon Capital, Ltd. | 926 | $256.2K | 0.06% | +926 | New |
| Atomi Financial Group, Inc. | 922 | $255.1K | 0.01% | +922 | New |
| DGS Capital Management, LLC | 920 | $254.6K | 0.04% | +157+20.6% | Added |
| Brown Financial Advisors | 911 | $252.1K | 0.10% | +911 | New |
| One Wealth Advisors, LLC | 907 | $251.0K | 0.03% | +907 | New |
| Fifth Third Wealth Advisors LLC | 906 | $250.7K | 0.01% | +906 | New |
| MBB Public Markets I LLC | 894 | $247.4K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 892 | $246.8K | 0.02% | +892 | New |
| PCM Encore, LLC | 880 | $243.5K | 0.05% | +3+0.3% | Added |
| Everence Capital Management Inc | 879 | $243.0K | 0.01% | +879 | New |
| KBC Group NV | 873 | $242.0K | 0.00% | +873 | New |
| Elevated Financial Group LLC | 871 | $241.0K | 0.08% | −85−8.9% | Reduced |
| Massar Capital Management, LP | 865 | $239.3K | 0.05% | −865−50.0% | Reduced |
| MQS Management LLC | 858 | $237.4K | 0.16% | −1,428−62.5% | Reduced |
| Inscription Capital, LLC | 850 | $235.2K | 0.02% | +62+7.9% | Added |
| Investment Partners Asset Management, Inc. | 836 | $231.3K | 0.14% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 832 | $230.2K | 0.00% | +8+1.0% | Added |
| Cooper Financial Group | 828 | $229.1K | 0.02% | −76−8.4% | Reduced |
| Birch Financial Group, LLC | 817 | $226.0K | 0.13% | −168−17.1% | Reduced |
| Hancock Whitney Corp | 763 | $224.1K | 0.00% | −26−3.3% | Reduced |
| North Dakota State Investment Board | 807 | $223.3K | 0.01% | −168−17.2% | Reduced |
| Nicolet Bankshares Inc | 807 | $223.3K | 0.01% | +4+0.5% | Added |
| Diversified Management Inc | 800 | $221.4K | 0.04% | +800 | New |
| AlphaGrep UK Ltd | 800 | $221.4K | 0.07% | +800 | New |