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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 2,733 | $924.8K | 0.15% | +2,733 | New |
| Advisor Group Holdings, Inc. | 2,790 | $944.7K | 0.00% | +729+35.4% | Added |
| EP Wealth Advisors, LLC | 2,883 | $975.5K | 0.00% | +359+14.2% | Added |
| Stifel Financial Corp | 2,920 | $988.0K | 0.00% | −216−6.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,717 | $995.5K | 0.00% | +506+22.9% | Added |
| Radnor Capital Management, LLC | 2,970 | $1.01M | 0.14% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,011 | $1.02M | 0.00% | +3,011 | New |
| The PNC Financial Services Group, Inc. | 3,019 | $1.02M | 0.00% | −26−0.9% | Reduced |
| Bannerstone Capital Management, LLC | 3,027 | $1.02M | 0.86% | +3,027 | New |
| Advisory Services Network, LLC | 3,046 | $1.03M | 0.01% | −176−5.5% | Reduced |
| Cresset Asset Management, LLC | 3,074 | $1.04M | 0.00% | −167−5.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,870 | $1.05M | 0.35% | +1,865+185.6% | Added |
| Xponance, Inc. | 3,113 | $1.05M | 0.01% | −250−7.4% | Reduced |
| Amundi | 3,187 | $1.08M | 0.00% | +190+6.3% | Added |
| Guinness Asset Management LTD | 3,190 | $1.08M | 0.02% | −764−19.3% | Reduced |
| Quadrant Capital Group LLC | 3,225 | $1.09M | 0.03% | −147−4.4% | Reduced |
| Quadrature Capital Ltd | 3,262 | $1.10M | 0.01% | −4,121−55.8% | Reduced |
| New York Life Investment Management LLC | 3,274 | $1.11M | 0.01% | −86−2.6% | Reduced |
| Lazard Asset Management LLC | 3,340 | $1.13M | 0.00% | +487+17.1% | Added |
| Alyeska Investment Group, L.P. | 3,386 | $1.15M | 0.00% | +3,386 | New |
| Redwood Investment Management, LLC | 3,397 | $1.15M | 0.11% | −397−10.5% | Reduced |
| HighTower Advisors, LLC | 3,424 | $1.16M | 0.00% | −442−11.4% | Reduced |
| Vestcor Inc | 3,560 | $1.21M | 0.03% | 00.0% | Unchanged |
| Private Client Services, LLC | 3,649 | $1.23M | 0.32% | −2,010−35.5% | Reduced |
| Kendall Capital Management | 3,685 | $1.25M | 0.21% | −15−0.4% | Reduced |
| Virginia Retirement Systems Et Al | 3,760 | $1.27M | 0.01% | +3,760 | New |
| Sepio Capital, LP | 3,798 | $1.29M | 0.06% | +23+0.6% | Added |
| CSM Advisors, LLC | 3,805 | $1.29M | 0.03% | +369+10.7% | Added |
| Mission Wealth Management, LP | 3,864 | $1.31M | 0.02% | +3,864 | New |
| Pacer Advisors, Inc. | 3,933 | $1.33M | 0.00% | −486−11.0% | Reduced |
| Pictet Asset Management Holding SA | 3,939 | $1.33M | 0.00% | −455−10.4% | Reduced |
| Delphi Management Inc | 3,965 | $1.34M | 1.31% | +3,965 | New |
| Rockefeller Capital Management L.P. | 4,006 | $1.36M | 0.00% | −39−1.0% | Reduced |
| Welch & Forbes LLC | 4,072 | $1.38M | 0.02% | +572+16.3% | Added |
| US Bancorp | 4,084 | $1.38M | 0.00% | +423+11.6% | Added |
| Resources Investment Advisors, LLC. | 4,109 | $1.39M | 0.01% | −993−19.5% | Reduced |
| Virtu Financial LLC | 4,227 | $1.43M | 0.05% | −736−14.8% | Reduced |
| Sequoia Financial Advisors, LLC | 4,337 | $1.47M | 0.01% | −201−4.4% | Reduced |
| Evolve Private Wealth, LLC | 4,417 | $1.49M | 0.09% | +754+20.6% | Added |
| Truist Financial Corp | 4,454 | $1.51M | 0.00% | +458+11.5% | Added |
| Polymer Capital Management (US) LLC | 4,493 | $1.52M | 0.23% | +2,559+132.3% | Added |
| Traub Capital Management LLC | 4,551 | $1.54M | 1.37% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,648 | $1.57M | 0.05% | −816−14.9% | Reduced |
| Hillsdale Investment Management Inc. | 4,650 | $1.57M | 0.04% | +4,560+5,066.7% | Added |
| FORA Capital, LLC | 4,760 | $1.61M | 0.11% | −9,118−65.7% | Reduced |
| L2 Asset Management, LLC | 4,781 | $1.62M | 0.17% | −3,924−45.1% | Reduced |
| SRS Capital Advisors, Inc. | 4,809 | $1.63M | 0.01% | +4,374+1,005.5% | Added |
| Ameritas Investment Partners, Inc. | 4,861 | $1.64M | 0.04% | −321−6.2% | Reduced |
| FIL Ltd | 4,880 | $1.65M | 0.00% | +3,518+258.3% | Added |
| Teacher Retirement System of Texas | 4,999 | $1.69M | 0.00% | −3,017−37.6% | Reduced |
| Ronald Blue Trust, Inc. | 5,074 | $1.72M | 0.02% | +106+2.1% | Added |
| Oak Thistle LLC | 5,106 | $1.73M | 0.17% | −26,729−84.0% | Reduced |
| HSBC Holdings PLC | 5,078 | $1.73M | 0.00% | −4,266−45.7% | Reduced |
| Exchange Traded Concepts, LLC | 5,162 | $1.75M | 0.01% | +4,330+520.4% | Added |
| OP Asset Management Ltd | 5,170 | $1.75M | 0.02% | −2,220−30.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,202 | $1.76M | 0.09% | −10,230−66.3% | Reduced |
| Kestra Investment Management, LLC | 5,293 | $1.79M | 0.03% | +2,217+72.1% | Added |
| SG Americas Securities, LLC | 5,307 | $1.80M | 0.00% | +2,894+119.9% | Added |
| Kennondale Capital Management LLC | 5,337 | $1.81M | 1.20% | −1,639−23.5% | Reduced |
| XTX Topco Ltd | 5,388 | $1.82M | 0.02% | −6,419−54.4% | Reduced |
| Mercer Global Advisors Inc | 5,414 | $1.83M | 0.00% | +1,994+58.3% | Added |
| Dark Forest Capital Management LP | 5,423 | $1.84M | 0.12% | +4,278+373.6% | Added |
| Penn Capital Management Co Inc | 5,397 | $1.85M | 0.12% | +898+20.0% | Added |
| Oregon Public Employees Retirement Fund | 5,496 | $1.86M | 0.02% | −270−4.7% | Reduced |
| CWA Asset Management Group, LLC | 5,501 | $1.86M | 0.06% | +789+16.7% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,562 | $1.88M | 0.10% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 5,575 | $1.89M | 0.00% | +475+9.3% | Added |
| Colony Group, LLC | 5,600 | $1.90M | 0.00% | +620+12.4% | Added |
| Jupiter Asset Management Ltd | 5,660 | $1.92M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,685 | $1.92M | 0.00% | +2,468+76.7% | Added |
| New Mexico Educational Retirement Board | 5,800 | $1.96M | 0.05% | 00.0% | Unchanged |
| Gabelli Funds LLC | 5,811 | $1.97M | 0.01% | +325+5.9% | Added |
| Summit Trail Advisors, LLC | 5,873 | $1.99M | 0.03% | −2,735−31.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,941 | $2.01M | 0.02% | −361−5.7% | Reduced |
| State of Michigan Retirement System | 6,219 | $2.10M | 0.01% | −500−7.4% | Reduced |
| Callan Family Office, LLC | 6,241 | $2.11M | 0.04% | +1,732+38.4% | Added |
| Susquehanna International Group, LLP | 6,283 | $2.13M | 0.00% | −7,478−54.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,323 | $2.14M | 0.01% | −725−10.3% | Reduced |
| Toroso Investments, LLC | 6,355 | $2.15M | 0.01% | +3,589+129.8% | Added |
| Citadel Investment Advisory, Inc. | 6,452 | $2.18M | 0.99% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 6,489 | $2.20M | 0.01% | −784−10.8% | Reduced |
| Gateway Investment Advisers LLC | 6,561 | $2.22M | 0.02% | +2,777+73.4% | Added |
| Cetera Investment Advisers | 6,883 | $2.33M | 0.00% | +164+2.4% | Added |
| Arizona State Retirement System | 6,995 | $2.37M | 0.01% | −732−9.5% | Reduced |
| Gradient Investments LLC | 7,065 | $2.39M | 0.03% | −2,535−26.4% | Reduced |
| Wedge Capital Management L L P | 7,159 | $2.42M | 0.04% | −543−7.1% | Reduced |
| Commerce Bank | 7,485 | $2.53M | 0.01% | −69−0.9% | Reduced |
| Janney Montgomery Scott LLC | 7,547 | $2.55M | 0.00% | −3,231−30.0% | Reduced |
| Yousif Capital Management, LLC | 7,627 | $2.58M | 0.03% | −985−11.4% | Reduced |
| Brant Point Investment Management LLC | 7,642 | $2.59M | 0.58% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,700 | $2.61M | 0.04% | −500−6.1% | Reduced |
| KLP Kapitalforvaltning AS | 7,840 | $2.65M | 0.01% | −560−6.7% | Reduced |
| Brevan Howard Capital Management LP | 7,976 | $2.70M | 0.04% | −4,762−37.4% | Reduced |
| HRT Financial LP | 8,250 | $2.79M | 0.01% | +8,250 | New |
| Nisa Investment Advisors, LLC | 8,331 | $2.82M | 0.01% | −15,939−65.7% | Reduced |
| Fifth Third Bancorp | 8,364 | $2.83M | 0.00% | −1,385−14.2% | Reduced |
| Genus Capital Management Inc. | 8,371 | $2.83M | 0.28% | +1,381+19.8% | Added |
| State of New Jersey Common Pension Fund D | 8,629 | $2.92M | 0.01% | −396−4.4% | Reduced |
| Mariner, LLC | 8,677 | $2.94M | 0.00% | +245+2.9% | Added |
| Ieq Capital, LLC | 9,036 | $3.06M | 0.01% | +2,506+38.4% | Added |