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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 1,143 | $312.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 935 | $316.4K | 0.01% | −6−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 949 | $321.2K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 955 | $323.2K | 0.01% | −496−34.2% | Reduced |
| Keystone Financial Services | 957 | $323.8K | 0.08% | −4−0.4% | Reduced |
| Everence Capital Management Inc | 990 | $335.0K | 0.02% | +111+12.6% | Added |
| Guggenheim Capital LLC | 1,003 | $339.4K | 0.00% | −2,683−72.8% | Reduced |
| American Century Companies Inc | 1,015 | $343.5K | 0.00% | −5,591−84.6% | Reduced |
| Qsemble Capital Management, LP | 1,021 | $345.5K | 0.04% | +1,021 | New |
| ProShare Advisors LLC | 1,042 | $352.6K | 0.00% | −86−7.6% | Reduced |
| Allegheny Financial Group LTD | 1,049 | $355.0K | 0.04% | −448−29.9% | Reduced |
| AlphaGrep UK Ltd | 1,055 | $357.0K | 0.11% | +255+31.9% | Added |
| RSM US Wealth Management LLC | 1,057 | $357.7K | 0.00% | +1,057 | New |
| Panagora Asset Management Inc | 1,073 | $363.1K | 0.00% | +5+0.5% | Added |
| Global Retirement Partners, LLC | 1,077 | $364.5K | 0.01% | +1,077 | New |
| Manning & Napier Advisors LLC | 1,070 | $366.4K | 0.00% | −170−13.7% | Reduced |
| Bank of New Hampshire | 1,086 | $367.5K | 0.08% | −1−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,099 | $371.9K | 0.02% | −11−1.0% | Reduced |
| Parallel Advisors, LLC | 1,118 | $378.3K | 0.01% | +102+10.0% | Added |
| Merit Financial Group, LLC | 1,121 | $379.2K | 0.00% | +67+6.4% | Added |
| Old National Bancorp | 1,129 | $382.1K | 0.01% | −30−2.6% | Reduced |
| Cadent Capital Advisors, LLC | 1,134 | $383.7K | 0.08% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,139 | $385.4K | 0.01% | −3,947−77.6% | Reduced |
| Sagewood Asset Management LP | 1,139 | $385.4K | 0.09% | −52−4.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $389.2K | 0.06% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,159 | $392.2K | 0.01% | +1+0.1% | Added |
| Warren Averett Asset Management, LLC | 1,164 | $393.9K | 0.00% | +15+1.3% | Added |
| Chicago Partners Investment Group LLC | 1,158 | $402.7K | 0.01% | +12+1.0% | Added |
| Atomi Financial Group, Inc. | 1,194 | $404.1K | 0.01% | +272+29.5% | Added |
| Catalyst Funds Management Pty Ltd | 1,220 | $412.8K | 0.02% | +1,220 | New |
| Sheets Smith Wealth Management | 1,227 | $415.2K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 1,274 | $431.1K | 0.00% | +163+14.7% | Added |
| Index Technologies Group LLC | 1,275 | $431.5K | 0.34% | −29−2.2% | Reduced |
| Atria Investments LLC | 1,277 | $432.0K | 0.00% | +194+17.9% | Added |
| Picton Mahoney Asset Management | 1,283 | $434.2K | 0.00% | −200−13.5% | Reduced |
| Nykredit A/S | 1,287 | $435.5K | 0.00% | +1,287 | New |
| DnB Asset Management AS | 1,321 | $447.0K | 0.00% | +35+2.7% | Added |
| Tolleson Wealth Management, Inc. | 1,322 | $447.4K | 0.06% | +3+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 1,327 | $449.1K | 0.02% | −19−1.4% | Reduced |
| Utah Retirement Systems | 1,331 | $450.4K | 0.00% | −146−9.9% | Reduced |
| Investment Partners, Ltd. | 1,333 | $451.1K | 0.14% | +11+0.8% | Added |
| Quent Capital, LLC | 1,340 | $453.5K | 0.03% | +331+32.8% | Added |
| M&T Bank Corp | 1,355 | $458.2K | 0.00% | −340−20.1% | Reduced |
| Captrust Financial Advisors | 1,356 | $458.8K | 0.00% | +299+28.3% | Added |
| Maryland State Retirement & Pension System | 1,376 | $465.6K | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 1,386 | $469.0K | 0.01% | +1,386 | New |
| IFP Advisors, Inc | 1,399 | $473.4K | 0.01% | −465−24.9% | Reduced |
| Two Sigma Securities, LLC | 1,460 | $494.1K | 0.04% | −561−27.8% | Reduced |
| Lido Advisors, LLC | 1,462 | $495.0K | 0.00% | +705+93.1% | Added |
| Gallacher Capital Management LLC | 1,487 | $503.2K | 0.28% | +1,487 | New |
| MML Investors Services, LLC | 1,491 | $504.6K | 0.00% | +365+32.4% | Added |
| Frec Markets, Inc. | 1,510 | $511.0K | 0.05% | +1,510 | New |
| TD Private Client Wealth LLC | 1,512 | $511.7K | 0.01% | +158+11.7% | Added |
| Cornerstone Investment Partners, LLC | 1,523 | $515.4K | 0.02% | +1+0.1% | Added |
| GAMMA Investing LLC | 1,593 | $539.1K | 0.02% | +34+2.2% | Added |
| Syon Capital LLC | 1,612 | $545.5K | 0.02% | +161+11.1% | Added |
| BTC Capital Management, Inc. | 1,615 | $555.0K | 0.03% | +19+1.2% | Added |
| Cetera Trust Company, N.A | 1,640 | $555.0K | 0.28% | +60+3.8% | Added |
| South Dakota Investment Council | 1,648 | $558.0K | 0.01% | −40−2.4% | Reduced |
| Bailard, Inc. | 1,678 | $567.8K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,680 | $568.4K | 0.00% | +48+2.9% | Added |
| Greenleaf Trust | 1,726 | $584.1K | 0.01% | −58−3.3% | Reduced |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 1,800 | $609.1K | 0.30% | +1,800 | New |
| Federation des caisses Desjardins du Quebec | 1,806 | $611.1K | 0.00% | +146+8.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,819 | $615.5K | 0.01% | −24,072−93.0% | Reduced |
| Great Valley Advisor Group, Inc. | 1,844 | $624.0K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 1,845 | $624.3K | 0.00% | −22,270−92.3% | Reduced |
| Alps Advisors Inc | 1,855 | $627.7K | 0.00% | +35+1.9% | Added |
| Swiss Life Asset Management Ltd | 1,967 | $665.6K | 0.00% | −527−21.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,998 | $676.1K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,030 | $687.0K | 0.02% | +2,030 | New |
| Federated Hermes, Inc. | 2,041 | $690.7K | 0.00% | −1,155−36.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,041 | $690.7K | 0.15% | −545−21.1% | Reduced |
| Childress Capital Advisors, LLC | 2,044 | $691.7K | 0.11% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,090 | $707.3K | 0.24% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 2,040 | $707.3K | 0.09% | −140−6.4% | Reduced |
| Custom Index Systems, LLC | 2,119 | $717.1K | 0.26% | −19−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 2,124 | $718.6K | 0.00% | +37+1.8% | Added |
| Securian Asset Management, Inc | 1,948 | $720.4K | 0.03% | −170−8.0% | Reduced |
| Schubert & Co | 2,204 | $745.8K | 0.51% | −6−0.3% | Reduced |
| Aigen Investment Management, LP | 2,238 | $757.3K | 0.21% | +2,238 | New |
| Kathmere Capital Management, LLC | 2,297 | $777.3K | 0.04% | +124+5.7% | Added |
| Edgestream Partners, L.P. | 2,335 | $790.2K | 0.02% | −3,109−57.1% | Reduced |
| Gamco Investors, Inc. Et Al | 2,350 | $795.2K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 2,383 | $806.4K | 0.07% | −13−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,391 | $809.0K | 0.00% | +2,000+511.5% | Added |
| Vident Advisory, LLC | 2,392 | $809.5K | 0.01% | −3,814−61.5% | Reduced |
| Inceptionr LLC | 2,438 | $825.0K | 0.20% | −107−4.2% | Reduced |
| Natixis | 2,448 | $828.4K | 0.00% | +2,448 | New |
| Harbor Advisors LLC | 2,500 | $846.0K | 0.11% | 00.0% | Unchanged |
| Havemeyer Place LP | 2,505 | $847.7K | 0.08% | +1,326+112.5% | Added |
| Fulton Bank, N.A. | 2,507 | $848.4K | 0.03% | +667+36.3% | Added |
| Quantbot Technologies LP | 2,512 | $850.1K | 0.03% | −1,322−34.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,538 | $858.9K | 0.02% | +975+62.4% | Added |
| RBF Capital, LLC | 2,600 | $879.8K | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 2,622 | $887.2K | 0.01% | −1,262−32.5% | Reduced |
| Farther Finance Advisors, LLC | 2,627 | $889.0K | 0.01% | −746−22.1% | Reduced |
| Coldstream Capital Management Inc | 2,631 | $890.2K | 0.01% | +128+5.1% | Added |
| Danske Bank A/S | 2,655 | $898.5K | 0.00% | −620−18.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,662 | $901.0K | 0.00% | 00.0% | Unchanged |