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, Q2 2026
Institutional positions in Affiliated Managers Group, Inc. as of Jun 30, 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
- 567
- +26 vs. Q1 2026
- Shares held
- 25.2M
- +413.2K (+1.7%) vs. Q1 2026
- Total value
- $8.53B
- +$1.66B (+24.2%) vs. Q1 2026
- New holders
- 78
- 160 more added
- Sold out
- 52
- 218 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Affiliated Managers Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,772,736 | $938.3M | 0.01% | −94,929−3.3% | Reduced |
| Morgan Stanley | 1,487,219 | $503.3M | 0.03% | −245,293−14.2% | Reduced |
| Vanguard Portfolio Management LLC | 1,391,836 | $471.0M | 0.02% | +32,043+2.4% | Added |
| Vanguard Capital Management LLC | 1,151,085 | $389.5M | 0.01% | −23,661−2.0% | Reduced |
| Boston Partners | 1,001,967 | $339.1M | 0.30% | +30,720+3.2% | Added |
| Ariel Investments, LLC | 999,676 | $338.3M | 3.37% | −64,354−6.0% | Reduced |
| State Street Corp | 883,323 | $298.9M | 0.01% | −43,410−4.7% | Reduced |
| Millennium Management LLC | 875,116 | $296.1M | 0.20% | +869,748+16,202.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 857,756 | $290.3M | 0.79% | +97,543+12.8% | Added |
| Dimensional Fund Advisors LP | 670,195 | $226.8M | 0.04% | −48,118−6.7% | Reduced |
| Geode Capital Management, LLC | 590,757 | $200.0M | 0.01% | −45,021−7.1% | Reduced |
| LSV Asset Management | 533,611 | $180.6M | 0.33% | +56,800+11.9% | Added |
| Lyrical Asset Management LP | 472,886 | $160.0M | 2.03% | −29,235−5.8% | Reduced |
| Allianz Asset Management GmbH | 453,989 | $153.6M | 0.14% | −34,753−7.1% | Reduced |
| Bank of America Corp | 432,420 | $146.3M | 0.01% | +22,842+5.6% | Added |
| Invesco Ltd. | 380,623 | $128.8M | 0.01% | +64,133+20.3% | Added |
| Norges Bank | 361,473 | $122.3M | 0.01% | +361,473 | New |
| Northern Trust Corp | 322,670 | $109.2M | 0.01% | −26,212−7.5% | Reduced |
| Jane Street Group, LLC | 309,134 | $104.6M | 0.07% | +56,629+22.4% | Added |
| Channing Capital Management, LLC | 302,514 | $102.4M | 2.36% | −158−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 287,795 | $97.4M | 0.01% | −20,236−6.6% | Reduced |
| Bank of New York Mellon Corp | 281,967 | $95.4M | 0.02% | −18,298−6.1% | Reduced |
| Qube Research & Technologies Ltd | 268,737 | $90.9M | 0.10% | +114,504+74.2% | Added |
| Goldman Sachs Group Inc | 258,331 | $87.4M | 0.01% | +72,974+39.4% | Added |
| Fisher Asset Management, LLC | 246,463 | $83.4M | 0.02% | −6,800−2.7% | Reduced |
| Raymond James Financial Inc | 239,235 | $81.0M | 0.02% | +7,774+3.4% | Added |
| Clarkston Capital Partners, LLC | 228,683 | $77.4M | 6.54% | −85,025−27.1% | Reduced |
| Bruni J V & Co | 210,094 | $71.1M | 6.49% | −39,671−15.9% | Reduced |
| Citadel Advisors LLC | 198,492 | $67.2M | 0.04% | −48,728−19.7% | Reduced |
| Kiltearn Partners LLP | 184,586 | $62.5M | 15.16% | −10,528−5.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 182,041 | $61.6M | 0.09% | −38,846−17.6% | Reduced |
| FMR LLC | 177,576 | $60.1M | 0.00% | −2,399−1.3% | Reduced |
| UBS Group AG | 175,776 | $59.5M | 0.01% | +46,655+36.1% | Added |
| Price T Rowe Associates Inc | 166,559 | $56.4M | 0.01% | −17,062−9.3% | Reduced |
| Vanguard Fiduciary Trust Co | 165,842 | $56.1M | 0.01% | −6,417−3.7% | Reduced |
| Lord, Abbett & Co. LLC | 164,477 | $55.7M | 0.16% | +9,807+6.3% | Added |
| Alliancebernstein L.P. | 189,739 | $52.5M | 0.02% | −16,364−7.9% | Reduced |
| JPMorgan Chase & Co | 129,402 | $44.7M | 0.00% | −11,138−7.9% | Reduced |
| Renaissance Technologies LLC | 117,440 | $39.7M | 0.05% | +7,690+7.0% | Added |
| SEI Investments Co | 117,142 | $39.6M | 0.03% | +9,488+8.8% | Added |
| Nomura Asset Management International Inc. | 116,158 | $39.3M | 0.06% | +14,422+14.2% | Added |
| Treasurer of the State of North Carolina | 113,578 | $38.4M | 0.10% | +10,050+9.7% | Added |
| Quantinno Capital Management LP | 108,737 | $36.8M | 0.04% | +13,679+14.4% | Added |
| Loomis Sayles & Co L P | 103,094 | $34.9M | 0.04% | +17,149+20.0% | Added |
| Wells Fargo & Company | 93,544 | $31.7M | 0.01% | +3,351+3.7% | Added |
| First Trust Advisors LP | 90,253 | $30.5M | 0.02% | +34,011+60.5% | Added |
| New York State Common Retirement Fund | 89,089 | $30.1M | 0.04% | −2,309−2.5% | Reduced |
| Arbejdsmarkedets Tillaegspension | 88,640 | $30.0M | 0.65% | −3,309−3.6% | Reduced |
| Polar Capital Holdings Plc | 85,359 | $28.9M | 0.08% | −1,919−2.2% | Reduced |
| Franklin Resources Inc | 83,192 | $28.2M | 0.01% | −36,423−30.5% | Reduced |
| Empowered Funds, LLC | 81,755 | $27.7M | 0.15% | +6,183+8.2% | Added |
| Victory Capital Management Inc | 77,188 | $26.1M | 0.01% | −14,447−15.8% | Reduced |
| Retirement Systems of Alabama | 75,584 | $25.6M | 0.08% | −10,656−12.4% | Reduced |
| UBS Asset Management Americas Inc | 74,871 | $25.3M | 0.00% | −28,602−27.6% | Reduced |
| Rhumbline Advisers | 72,260 | $24.5M | 0.02% | −4,481−5.8% | Reduced |
| Zurich Insurance Group Ltd | 71,322 | $24.1M | 0.17% | +71,322 | New |
| California Public Employees Retirement System | 69,073 | $23.4M | 0.01% | −829−1.2% | Reduced |
| Capricorn Fund Managers Ltd | 69,045 | $23.4M | 1.87% | +69,045 | New |
| North Star Asset Management Inc | 66,968 | $22.7M | 0.89% | −3,223−4.6% | Reduced |
| Principal Financial Group Inc | 59,949 | $20.3M | 0.01% | −2,837−4.5% | Reduced |
| Envestnet Asset Management Inc | 59,150 | $20.0M | 0.00% | −1,948−3.2% | Reduced |
| Wallace Capital Management Inc. | 58,334 | $19.7M | 2.16% | −4,540−7.2% | Reduced |
| Prudential Financial Inc | 56,760 | $19.2M | 0.02% | +6,145+12.1% | Added |
| Voloridge Investment Management, LLC | 54,070 | $18.3M | 0.08% | −76,778−58.7% | Reduced |
| Nuveen, LLC | 52,605 | $17.8M | 0.00% | −12,667−19.4% | Reduced |
| Engineers Gate Manager LP | 51,861 | $17.5M | 0.23% | +32,023+161.4% | Added |
| Swiss National Bank | 50,880 | $17.2M | 0.01% | −4,720−8.5% | Reduced |
| Storebrand Asset Management AS | 48,257 | $16.3M | 0.04% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 45,453 | $15.4M | 0.42% | +22,261+96.0% | Added |
| Los Angeles Capital Management LLC | 44,247 | $15.0M | 0.06% | +13,024+41.7% | Added |
| Ameriprise Financial Inc | 43,886 | $14.9M | 0.00% | +11,116+33.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,853 | $14.5M | 0.02% | −2,535−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 42,839 | $14.5M | 0.01% | +3,578+9.1% | Added |
| STRS Ohio | 42,282 | $14.3M | 0.05% | +41,629+6,375.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,269 | $14.0M | 0.03% | +31,325+315.0% | Added |
| Robeco Institutional Asset Management B.V. | 39,981 | $13.5M | 0.02% | −9,310−18.9% | Reduced |
| Deutsche Bank AG | 39,692 | $13.4M | 0.00% | −12,244−23.6% | Reduced |
| Thrivent Financial for Lutherans | 38,897 | $13.2M | 0.02% | −545−1.4% | Reduced |
| Legal & General Group Plc | 37,566 | $12.7M | 0.00% | −3,248−8.0% | Reduced |
| BNP Paribas Arbitrage, SA | 37,364 | $12.6M | 0.01% | +34,113+1,049.3% | Added |
| Nordea Investment Management AB | 35,681 | $12.3M | 0.01% | −2,307−6.1% | Reduced |
| Calamos Advisors LLC | 35,430 | $12.0M | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,950 | $11.8M | 0.41% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 34,501 | $11.7M | 0.50% | +22,197+180.4% | Added |
| Goodman Financial Corp | 32,962 | $11.2M | 1.72% | +470+1.4% | Added |
| New York State Teachers Retirement System | 32,841 | $11.1M | 0.02% | −1,987−5.7% | Reduced |
| Zacks Investment Management | 32,115 | $10.9M | 0.08% | −609−1.9% | Reduced |
| Intech Investment Management LLC | 31,878 | $10.8M | 0.10% | +6,709+26.7% | Added |
| Capital Fund Management S.A. | 30,813 | $10.4M | 0.07% | +30,813 | New |
| Russell Investments Group, Ltd. | 29,925 | $10.1M | 0.01% | −62,421−67.6% | Reduced |
| PEAK6 LLC | 29,555 | $10.0M | 0.24% | +29,555 | New |
| California State Teachers Retirement System | 29,271 | $9.91M | 0.01% | −3,581−10.9% | Reduced |
| Nicola Wealth Management Ltd. | 29,000 | $9.81M | 1.13% | 00.0% | Unchanged |
| Barclays PLC | 27,997 | $9.47M | 0.00% | +10,002+55.6% | Added |
| Illinois Municipal Retirement Fund | 27,839 | $9.42M | 0.11% | +6,472+30.3% | Added |
| Schroder Investment Management Group | 27,045 | $9.26M | 0.01% | +7,188+36.2% | Added |
| Assetmark, Inc | 27,179 | $9.20M | 0.02% | −306−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,713 | $9.04M | 0.05% | −39,541−59.7% | Reduced |
| Public Employees Retirement System of Ohio | 26,489 | $8.96M | 0.03% | −12,330−31.8% | Reduced |
| Chase Investment Counsel Corp | 25,935 | $8.78M | 1.85% | +7,557+41.1% | Added |