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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 799 | $221.1K | 0.01% | +799 | New |
| Vestmark Advisory Solutions, Inc. | 791 | $218.9K | 0.00% | +791 | New |
| Johnson Investment Counsel Inc | 789 | $218.3K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 776 | $214.7K | 0.01% | −759−49.4% | Reduced |
| Signaturefd, LLC | 765 | $211.6K | 0.00% | +176+29.9% | Added |
| Baron Wealth Management LLC | 759 | $210.0K | 0.06% | −12−1.6% | Reduced |
| Wedmont Private Capital | 732 | $209.7K | 0.01% | +61+9.1% | Added |
| Lido Advisors, LLC | 757 | $209.6K | 0.00% | +757 | New |
| BTG Pactual Asset Management US LLC | 743 | $205.6K | 0.02% | +743 | New |
| Ironwood Investment Counsel, LLC | 730 | $202.0K | 0.03% | −15−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 673 | $186.2K | 0.00% | +16+2.4% | Added |
| Caitong International Asset Management Co., Ltd | 667 | $184.6K | 0.03% | +521+356.8% | Added |
| STRS Ohio | 653 | $180.7K | 0.00% | −8−1.2% | Reduced |
| Bayforest Capital Ltd | 633 | $175.2K | 0.20% | +62+10.9% | Added |
| Cullen/Frost Bankers, Inc. | 632 | $174.9K | 0.00% | +74+13.3% | Added |
| USA Financial Portformulas Corp | 609 | $168.5K | 0.03% | −26−4.1% | Reduced |
| Hantz Financial Services, Inc. | 504 | $139.0K | 0.00% | +199+65.2% | Added |
| Versant Capital Management, Inc | 497 | $137.5K | 0.01% | +138+38.4% | Added |
| Allworth Financial LP | 487 | $134.7K | 0.00% | +5+1.0% | Added |
| Vanguard National Trust Co | 467 | $129.2K | 0.01% | +467 | New |
| SRS Capital Advisors, Inc. | 435 | $129.0K | 0.00% | +237+119.7% | Added |
| Umb Bank N A | 465 | $128.7K | 0.00% | +27+6.2% | Added |
| Steward Partners Investment Advisory, LLC | 391 | $108.2K | 0.00% | +172+78.5% | Added |
| Smithfield Trust Co | 360 | $101.0K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 347 | $96.0K | 0.05% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 342 | $94.6K | 0.05% | +342 | New |
| Smartleaf Asset Management LLC | 347 | $93.7K | 0.00% | +95+37.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $91.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $91.3K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 303 | $83.8K | 0.00% | +3+1.0% | Added |
| Jones Financial Companies LLLP | 294 | $79.1K | 0.00% | +51+21.0% | Added |
| American National Bank | 277 | $76.6K | 0.01% | 00.0% | Unchanged |
| Tema ETFs LLC | 252 | $69.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 240 | $66.4K | 0.00% | +11+4.8% | Added |
| WealthCollab, LLC | 229 | $63.4K | 0.03% | +66+40.5% | Added |
| Nomura Asset Management Co Ltd | 200 | $55.3K | 0.00% | −120−37.5% | Reduced |
| Bessemer Group Inc | 190 | $52.0K | 0.00% | −13,684−98.6% | Reduced |
| Root Financial Partners, LLC | 184 | $50.9K | 0.00% | +17+10.2% | Added |
| Bryn Mawr Trust Co | 180 | $49.8K | 0.00% | −9−4.8% | Reduced |
| Private Trust Co NA | 180 | $49.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 179 | $49.5K | 0.00% | +56+45.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 170 | $47.0K | 0.00% | +38+28.8% | Added |
| Ancora Advisors, LLC | 133 | $36.8K | 0.00% | +14+11.8% | Added |
| Parkside Financial Bank & Trust | 130 | $36.0K | 0.00% | +12+10.2% | Added |
| Millstone Evans Group, LLC | 110 | $30.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 104 | $27.8K | 0.00% | −86−45.3% | Reduced |
| Trust Co of Toledo NA | 99 | $27.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 93 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 90 | $24.9K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 81 | $22.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 76 | $21.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 75 | $20.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $19.4K | 0.00% | +2+2.9% | Added |
| Bokf, NA | 68 | $18.8K | 0.00% | −18−20.9% | Reduced |
| CVA Family Office, LLC | 67 | $18.5K | 0.00% | +42+168.0% | Added |
| CX Institutional | 66 | $18.0K | 0.00% | +66 | New |
| Frazier Financial Advisors, LLC | 65 | $18.0K | 0.01% | +4+6.6% | Added |
| Covestor Ltd | 58 | $17.0K | 0.01% | −43−42.6% | Reduced |
| Delta Asset Management LLC | 53 | $14.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $13.8K | 0.00% | +11+28.2% | Added |
| Wall Street Access Asset Management, LLC | 49 | $13.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 47 | $12.7K | 0.00% | +47 | New |
| Tacita Capital Inc | 46 | $12.7K | 0.01% | +46 | New |
| JFS Wealth Advisors, LLC | 41 | $11.3K | 0.00% | +3+7.9% | Added |
| First Pacific Financial | 41 | $11.3K | 0.00% | +12+41.4% | Added |
| Bullock Wealth Management Group | 41 | $11.2K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 40 | $11.0K | 0.00% | −2−4.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 39 | $10.8K | 0.00% | +2+5.4% | Added |
| Grove Bank & Trust | 39 | $10.8K | 0.00% | +4+11.4% | Added |
| Geneos Wealth Management Inc. | 32 | $8.85K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 32 | $8.85K | 0.00% | +11+52.4% | Added |
| Rossby Financial, LCC | 29 | $7.93K | 0.00% | −312−91.5% | Reduced |
| Key Financial Inc | 27 | $7.47K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 25 | $6.92K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $6.92K | 0.00% | +3+13.6% | Added |
| Brown Brothers Harriman & Co | 24 | $6.64K | 0.00% | −898−97.4% | Reduced |
| Farmers & Merchants Investments Inc | 24 | $6.64K | 0.00% | −1−4.0% | Reduced |
| Larson Financial Group LLC | 24 | $6.64K | 0.00% | +22+1,100.0% | Added |
| Cedar Mountain Advisors, LLC | 24 | $6.64K | 0.00% | +24 | New |
| United Financial Planning Group LLC | 24 | $6.64K | 0.00% | +24 | New |
| True Wealth Design, LLC | 23 | $6.42K | 0.00% | +1+4.5% | Added |
| Addison Advisors LLC | 23 | $6.37K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $6.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $6.09K | 0.00% | +12+120.0% | Added |
| Highline Wealth Partners LLC | 22 | $6.09K | 0.00% | +22 | New |
| Intentional Wealth Strategies, LLC | 21 | $5.81K | 0.01% | +21 | New |
| Creative Financial Designs Inc | 20 | $5.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $4.70K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 17 | $4.70K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $4.70K | 0.00% | +17 | New |
| HHM Wealth Advisors, LLC | 16 | $4.43K | 0.00% | +16 | New |
| Twin Peaks Wealth Advisors, LLC | 16 | $4.43K | 0.00% | +16 | New |
| GWM Advisors LLC | 15 | $4.15K | 0.00% | −1,060−98.6% | Reduced |
| Harbour Investments, Inc. | 14 | $3.94K | 0.00% | +1+7.7% | Added |
| HM Payson & Co | 14 | $3.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $3.87K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $3.60K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 13 | $3.60K | 0.00% | +13 | New |
| Oakworth Capital, Inc. | 13 | $3.60K | 0.00% | 00.0% | Unchanged |