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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.

Other share classesMGRMGRBMGRDMGRE

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.

Institutional holdersQ2 2026: 567 institutions
Q1 2021: 320 institutionsQ2 2021: 340 institutionsQ3 2021: 335 institutionsQ4 2021: 365 institutionsQ1 2022: 335 institutionsQ2 2022: 311 institutionsQ3 2022: 329 institutionsQ4 2022: 367 institutionsQ1 2023: 388 institutionsQ2 2023: 381 institutionsQ3 2023: 360 institutionsQ4 2023: 386 institutionsQ1 2024: 403 institutionsQ2 2024: 407 institutionsQ3 2024: 422 institutionsQ4 2024: 408 institutionsQ1 2025: 396 institutionsQ2 2025: 432 institutionsQ3 2025: 451 institutionsQ4 2025: 511 institutionsQ1 2026: 548 institutionsQ2 2026: 567 institutions
Value heldQ2 2026: $8.53B
Q1 2021: $6.28BQ2 2021: $6.34BQ3 2021: $6.04BQ4 2021: $6.45BQ1 2022: $5.32BQ2 2022: $4.33BQ3 2022: $4.06BQ4 2022: $5.50BQ1 2023: $4.92BQ2 2023: $4.94BQ3 2023: $4.16BQ4 2023: $4.77BQ1 2024: $5.10BQ2 2024: $4.57BQ3 2024: $5.04BQ4 2024: $5.21BQ1 2025: $4.65BQ2 2025: $5.28BQ3 2025: $6.32BQ4 2025: $7.47BQ1 2026: $6.88BQ2 2026: $8.53B
Institutions holding AMG and their total value by quarter
QuarterHoldersValue
Q2 2026567$8.53B
Q1 2026548$6.88B
Q4 2025511$7.47B
Q3 2025451$6.32B
Q2 2025432$5.28B
Q1 2025396$4.65B
Q4 2024408$5.21B
Q3 2024422$5.04B
Q2 2024407$4.57B
Q1 2024403$5.10B
Q4 2023386$4.77B
Q3 2023360$4.16B
Q2 2023381$4.94B
Q1 2023388$4.92B
Q4 2022367$5.50B
Q3 2022329$4.06B
Q2 2022311$4.33B
Q1 2022335$5.32B
Q4 2021365$6.45B
Q3 2021335$6.04B
Q2 2021340$6.34B
Q1 2021320$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.

Institutions holding AMG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1$00.00%00.0%Unchanged
Raleigh Capital Management Inc.0$20.00%0Unchanged
DecisionPoint Financial, LLC1$3370.00%+1New
Rothschild Investment LLC1$3380.00%−5−83.3%Reduced
Wealth Enhancement Trust Services, Inc.1$3380.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$3390.00%00.0%Unchanged
TFC Financial Management1$3390.00%00.0%Unchanged
Sachetta, LLC1$3390.00%+1New
Bare Financial Services, Inc2$6770.00%00.0%Unchanged
Rakuten Securities, Inc.2$6770.00%+2New
Cornerstone Financial Management LLC2$6770.00%+2New
Silver Grove Financial Group, Inc.2$6770.00%+2New
Pin Oak Investment Advisors Inc2$1.00K0.00%+2New
CKW Financial Group4$1.00K0.00%+4New
Navigoe, LLC3$1.00K0.00%+3New
AdvisorNet Financial, Inc3$1.01K0.00%00.0%Unchanged
Financial Management Professionals, Inc.3$1.01K0.00%00.0%Unchanged
SHP Wealth Management3$1.01K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$1.01K0.00%00.0%Unchanged
WPG Advisers, LLC3$1.01K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC3$1.02K0.00%−10−76.9%Reduced
Prestige Wealth Management Group LLC3$1.02K0.00%00.0%Unchanged
Bogart Wealth, LLC4$1.35K0.00%−4−50.0%Reduced
Brown, Lisle/Cummings, Inc.4$1.35K0.00%−1−20.0%Reduced
CoreCap Advisors, LLC4$1.35K0.00%00.0%Unchanged
Logan Capital Management Inc4$1.35K0.00%+4New
Raffa Wealth Management, LLC4$1.35K0.00%+4New
Tounjian Advisory Partners, LLC4$1.35K0.00%+4New
Ameriflex Group, Inc.4$1.35K0.00%+4New
Cromwell Holdings LLC5$1.69K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC5$1.69K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC5$1.69K0.00%+5New
IFG Advisory, LLC5$1.73K0.00%+5New
Dunhill Financial, LLC5$1.86K0.00%00.0%Unchanged
Avion Wealth7$2.00K0.00%00.0%Unchanged
GWM Advisors LLC6$2.03K0.00%−9−60.0%Reduced
Investors Portfolio Services LLC6$2.03K0.00%00.0%Unchanged
First Horizon Corp6$2.03K0.00%00.0%Unchanged
NBT Bank N A6$2.03K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6$2.03K0.00%00.0%Unchanged
Whipplewood Advisors, LLC6$2.03K0.00%00.0%Unchanged
South State Corp.6$2.03K0.00%00.0%Unchanged
Clearstead Advisors, LLC6$2.03K0.00%00.0%Unchanged
Kilter Group LLC7$2.37K0.00%−1−12.5%Reduced
SJS Investment Consulting Inc.7$2.37K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC7$2.37K0.00%00.0%Unchanged
Elequin Capital LP7$2.37K0.00%+7New
Beaird Harris Wealth Management, LLC8$2.59K0.00%00.0%Unchanged
Ares Financial Consulting, LLC8$2.71K0.00%00.0%Unchanged
Hughes Financial Services, LLC8$2.71K0.00%+7+700.0%Added
DiNuzzo Private Wealth, Inc.8$2.71K0.00%00.0%Unchanged
HFM Investment Advisors, LLC8$2.71K0.00%+5+166.7%Added
Synergy Investment Management, LLC8$2.88K0.00%+8New
North Star Investment Management Corp.9$3.05K0.00%−3−25.0%Reduced
Manchester Capital Management LLC9$3.05K0.00%00.0%Unchanged
JPL Wealth Management, LLC9$3.05K0.00%00.0%Unchanged
Central Trust Co11$3.72K0.00%+8+266.7%Added
Harbour Investments, Inc.12$4.05K0.00%−2−14.3%Reduced
Dogwood Wealth Management LLC12$4.06K0.00%00.0%Unchanged
Creative Capital Management Investments LLC12$4.06K0.00%+12New
Oakworth Capital, Inc.13$4.40K0.00%00.0%Unchanged
Marquette Asset Management, LLC13$4.40K0.00%00.0%Unchanged
UMA Financial Services, Inc.13$4.40K0.00%+2+18.2%Added
Transamerica Financial Advisors, Inc.14$4.74K0.00%−11−44.0%Reduced
HM Payson & Co14$4.74K0.00%00.0%Unchanged
Rialto Wealth Management, LLC15$5.08K0.00%+4+36.4%Added
HHM Wealth Advisors, LLC16$5.42K0.00%00.0%Unchanged
Mather Group, LLC.17$5.75K0.00%00.0%Unchanged
Private Wealth Management Group, LLC17$5.75K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC17$5.75K0.00%00.0%Unchanged
Creative Financial Designs Inc20$6.77K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC22$7.45K0.00%00.0%Unchanged
Fortitude Family Office, LLC23$7.78K0.00%+1+4.5%Added
True Wealth Design, LLC23$7.78K0.00%00.0%Unchanged
Brown Brothers Harriman & Co24$8.12K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc24$8.12K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC24$8.12K0.00%00.0%Unchanged
United Financial Planning Group LLC24$8.12K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.25$8.46K0.01%00.0%Unchanged
Key Financial Inc27$9.14K0.00%00.0%Unchanged
Zions Bancorporation, National Association27$9.14K0.00%+17+170.0%Added
Rossby Financial, LCC28$9.47K0.00%−1−3.4%Reduced
Highline Wealth Partners LLC29$9.81K0.00%+7+31.8%Added
Geneos Wealth Management Inc.32$10.8K0.00%00.0%Unchanged
Massmutual Trust Co FSB33$11.2K0.00%+19+135.7%Added
Persistent Asset Partners Ltd34$11.5K0.00%+34New
ZRC Wealth Management, LLC35$11.8K0.00%+25+250.0%Added
Continuum Advisory, LLC36$12.2K0.00%+36New
Grove Bank & Trust39$13.2K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.39$13.2K0.00%00.0%Unchanged
Bullock Wealth Management Group41$13.8K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC41$13.9K0.00%00.0%Unchanged
Toronto Dominion Bank40$14.0K0.00%00.0%Unchanged
Accent Capital Management, LLC42$14.2K0.01%+42New
Golden State Wealth Management, LLC47$15.9K0.00%00.0%Unchanged
Eurizon Capital SGR S.p.A.47$16.1K0.00%00.0%Unchanged
LRI Investments, LLC49$16.6K0.00%−1−2.0%Reduced
Action Point Financial Planning, LLC53$16.9K0.00%+53New
Delta Asset Management LLC53$17.9K0.00%00.0%Unchanged
Atlas Capital Advisors LLC59$20.0K0.00%+59New