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 |
|---|---|---|---|---|---|
| Covestor Ltd | 58 | $20.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 61 | $20.6K | 0.01% | −4−6.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 63 | $21.3K | 0.00% | +31+96.9% | Added |
| CX Institutional | 66 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $23.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $25.0K | 0.00% | +50+208.3% | Added |
| N.E.W. Advisory Services LLC | 75 | $25.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 76 | $25.7K | 0.00% | +9+13.4% | Added |
| Asset Dedication, LLC | 76 | $25.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 93 | $31.5K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 98 | $33.2K | 0.00% | +49+100.0% | Added |
| Trust Co of Toledo NA | 99 | $33.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 102 | $34.5K | 0.00% | −77−43.0% | Reduced |
| Whittier Trust Co | 104 | $37.1K | 0.00% | 00.0% | Unchanged |
| Tema ETFs LLC | 125 | $42.3K | 0.00% | −127−50.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $48.1K | 0.00% | −28−16.5% | Reduced |
| Parkside Financial Bank & Trust | 142 | $48.1K | 0.00% | +12+9.2% | Added |
| Private Trust Co NA | 159 | $53.8K | 0.00% | −21−11.7% | Reduced |
| Bryn Mawr Trust Co | 174 | $58.9K | 0.00% | −6−3.3% | Reduced |
| Bessemer Group Inc | 192 | $65.0K | 0.00% | +2+1.1% | Added |
| Nomura Asset Management Co Ltd | 200 | $67.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 221 | $74.8K | 0.00% | −19−7.9% | Reduced |
| WealthCollab, LLC | 229 | $77.5K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 238 | $80.5K | 0.00% | −2,446−91.1% | Reduced |
| Millstone Evans Group, LLC | 239 | $80.9K | 0.04% | +129+117.3% | Added |
| National Bank of Canada | 265 | $89.6K | 0.00% | −38−12.5% | Reduced |
| Quarry LP | 270 | $91.4K | 0.01% | −865−76.2% | Reduced |
| American National Bank | 277 | $93.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $111.7K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 347 | $117.4K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 347 | $118.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 360 | $122.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 454 | $153.6K | 0.00% | −11−2.4% | Reduced |
| Allworth Financial LP | 459 | $155.5K | 0.00% | −28−5.7% | Reduced |
| Vanguard National Trust Co | 467 | $158.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 491 | $167.9K | 0.00% | +197+67.0% | Added |
| Paradigm Asset Management Co LLC | 500 | $169.2K | 0.04% | +500 | New |
| Versant Capital Management, Inc | 512 | $173.3K | 0.02% | +15+3.0% | Added |
| Asset Management One Co.,Ltd. | 580 | $196.3K | 0.00% | −5,340−90.2% | Reduced |
| Profund Advisors LLC | 598 | $202.4K | 0.01% | +598 | New |
| Dodge & Cox | 600 | $203.0K | 0.00% | +600 | New |
| Diametric Capital, LP | 606 | $205.1K | 0.02% | +606 | New |
| Northwestern Mutual Wealth Management Co | 607 | $205.4K | 0.00% | −66−9.8% | Reduced |
| Brown Financial Advisors | 608 | $205.7K | 0.07% | −303−33.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 611 | $206.8K | 0.01% | +611 | New |
| Narus Financial Partners, LLC | 620 | $209.8K | 0.05% | +620 | New |
| Farringdon Capital, Ltd. | 627 | $212.2K | 0.11% | −299−32.3% | Reduced |
| One Wealth Advisors, LLC | 627 | $212.2K | 0.02% | −280−30.9% | Reduced |
| Waddell & Associates, LLC | 631 | $213.5K | 0.01% | +631 | New |
| Cullen/Frost Bankers, Inc. | 638 | $215.9K | 0.00% | +6+0.9% | Added |
| ISAM Funds (UK) Ltd | 640 | $216.6K | 0.15% | +640 | New |
| Cooper Financial Group | 642 | $217.3K | 0.02% | −186−22.5% | Reduced |
| First Nebraska Trust Co | 643 | $217.6K | 0.02% | +643 | New |
| Sanchez Gaunt Capital Management, LLC | 654 | $221.3K | 0.12% | +654 | New |
| Westmount Partners, LLC | 661 | $223.7K | 0.05% | +661 | New |
| QRG Capital Management, Inc. | 665 | $225.0K | 0.00% | +665 | New |
| Net Worth Advisory Group | 666 | $225.2K | 0.06% | +666 | New |
| Mattson Financial Services, LLC | 600 | $226.1K | 0.05% | −327−35.3% | Reduced |
| Nomura Holdings Inc | 669 | $226.4K | 0.00% | +669 | New |
| Jump Financial, LLC | 679 | $229.8K | 0.00% | −842−55.4% | Reduced |
| Mangrove Partners | 680 | $230.1K | 0.02% | +680 | New |
| Advisortrust Partners, LLC | 686 | $232.1K | 0.08% | +686 | New |
| Level Four Advisory Services, LLC | 687 | $232.5K | 0.01% | +687 | New |
| JBF Capital, Inc. | 700 | $236.9K | 0.03% | +700 | New |
| Hantz Financial Services, Inc. | 708 | $240.0K | 0.00% | +204+40.5% | Added |
| Elevatus Welath Management | 713 | $241.3K | 0.06% | +713 | New |
| Birch Financial Group, LLC | 717 | $242.7K | 0.12% | −100−12.2% | Reduced |
| DV Trading LLC | 720 | $243.6K | 0.02% | +720 | New |
| State of Wyoming | 723 | $244.7K | 0.02% | −799−52.5% | Reduced |
| Advisors Capital Management, LLC | 724 | $245.0K | 0.00% | +724 | New |
| Hancock Whitney Corp | 730 | $247.0K | 0.00% | −33−4.3% | Reduced |
| Ironwood Investment Counsel, LLC | 730 | $247.0K | 0.03% | 00.0% | Unchanged |
| Elevated Financial Group LLC | 731 | $247.4K | 0.07% | −140−16.1% | Reduced |
| Mirabella Financial Services LLP | 737 | $249.4K | 0.02% | −155−17.4% | Reduced |
| Prelude Capital Management, LLC | 745 | $252.1K | 0.02% | −219−22.7% | Reduced |
| Snowden Capital Advisors LLC | 747 | $252.8K | 0.01% | +747 | New |
| Baron Wealth Management LLC | 759 | $256.8K | 0.07% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 776 | $262.6K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 777 | $262.9K | 0.00% | −14−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 785 | $265.6K | 0.00% | −14−1.8% | Reduced |
| Johnson Investment Counsel Inc | 793 | $268.4K | 0.00% | +4+0.5% | Added |
| Martingale Asset Management L P | 798 | $270.0K | 0.01% | −3,763−82.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 800 | $271.0K | 0.06% | −5,070−86.4% | Reduced |
| Autumn Glory Partners, LLC | 802 | $271.4K | 0.08% | −125−13.5% | Reduced |
| Nicolet Bankshares Inc | 806 | $272.9K | 0.01% | −1−0.1% | Reduced |
| Principal Street Partners, LLC | 540 | $273.6K | 0.04% | +540 | New |
| North Dakota State Investment Board | 812 | $274.8K | 0.01% | +5+0.6% | Added |
| CIBC Asset Management Inc | 825 | $279.2K | 0.00% | −198−19.4% | Reduced |
| Wedmont Private Capital | 771 | $282.5K | 0.01% | +39+5.3% | Added |
| Investment Partners Asset Management, Inc. | 836 | $282.9K | 0.16% | 00.0% | Unchanged |
| KBC Group NV | 873 | $295.0K | 0.00% | 00.0% | Unchanged |
| PCM Encore, LLC | 880 | $297.8K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 889 | $300.8K | 0.01% | −39−4.2% | Reduced |
| MBB Public Markets I LLC | 894 | $302.5K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 896 | $303.1K | 0.00% | +131+17.1% | Added |
| Inscription Capital, LLC | 898 | $303.9K | 0.03% | +48+5.6% | Added |
| Sagespring Wealth Partners, LLC | 899 | $304.3K | 0.00% | +899 | New |
| Fifth Third Wealth Advisors LLC | 902 | $305.2K | 0.01% | −4−0.4% | Reduced |
| Pinebridge Investments LLC | 908 | $307.3K | 0.00% | +908 | New |
| Ashton Thomas Private Wealth, LLC | 911 | $308.3K | 0.01% | −59−6.1% | Reduced |