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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 9,062 | $3.07M | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,100 | $3.08M | 0.01% | −1,000−9.9% | Reduced |
| Carrera Capital Advisors | 9,156 | $3.10M | 0.46% | −13−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 9,216 | $3.12M | 0.03% | −2,099−18.6% | Reduced |
| Ritholtz Wealth Management | 9,502 | $3.22M | 0.05% | +2,016+26.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,510 | $3.22M | 0.05% | −16,613−63.6% | Reduced |
| JustInvest LLC | 9,554 | $3.23M | 0.03% | +425+4.7% | Added |
| Mutual of America Capital Management LLC | 9,796 | $3.31M | 0.03% | −983−9.1% | Reduced |
| Militia Capital Management LLC | 10,052 | $3.40M | 0.61% | +10,052 | New |
| Natixis Advisors, L.P. | 10,292 | $3.48M | 0.00% | +10,292 | New |
| Oliver Luxxe Assets LLC | 10,344 | $3.50M | 0.52% | −2,757−21.0% | Reduced |
| Altar Rock LLC | 10,722 | $3.63M | 5.30% | −2,747−20.4% | Reduced |
| Neuberger Berman Group LLC | 10,739 | $3.63M | 0.00% | +2,288+27.1% | Added |
| Henshaw Capital LLC | 10,760 | $3.64M | 0.12% | −782−6.8% | Reduced |
| Jupiter Topco LLC | 10,930 | $3.70M | 0.00% | +10,930 | New |
| CWC Advisors, LLC. | 10,932 | $3.70M | 1.64% | −377−3.3% | Reduced |
| Mubadala Investment Co PJSC | 10,966 | $3.71M | 0.01% | +904+9.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,068 | $3.75M | 0.02% | −244−2.2% | Reduced |
| Voya Investment Management LLC | 11,241 | $3.80M | 0.00% | +1,056+10.4% | Added |
| State of Tennessee, Treasury Department | 11,360 | $3.84M | 0.01% | −250−2.2% | Reduced |
| Citigroup Inc | 11,426 | $3.87M | 0.00% | +5,238+84.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,568 | $3.91M | 0.03% | −48−0.4% | Reduced |
| Tudor Investment Corp Et Al | 11,687 | $3.95M | 0.02% | −217−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 11,735 | $3.97M | 0.01% | +2,906+32.9% | Added |
| Blair William & Co | 11,787 | $3.99M | 0.01% | −96−0.8% | Reduced |
| LPL Financial LLC | 11,816 | $4.00M | 0.00% | +1,007+9.3% | Added |
| Amalgamated Bank | 11,879 | $4.02M | 0.03% | −1,852−13.5% | Reduced |
| MetLife Investment Management | 12,703 | $4.30M | 0.02% | −1,122−8.1% | Reduced |
| Kestra Advisory Services, LLC | 12,912 | $4.37M | 0.01% | +102+0.8% | Added |
| Carnegie Capital Asset Management, LLC | 13,252 | $4.48M | 0.09% | −360−2.6% | Reduced |
| Concentric Capital Strategies, LP | 13,825 | $4.68M | 0.29% | +3,732+37.0% | Added |
| Fulcrum Asset Management LLP | 14,166 | $4.85M | 0.48% | +14,166 | New |
| Crossmark Global Holdings, Inc. | 14,613 | $4.95M | 0.06% | −2,374−14.0% | Reduced |
| Strategic Global Advisors, LLC | 14,706 | $4.98M | 0.71% | +14,706 | New |
| Royal Bank of Canada | 14,942 | $5.06M | 0.00% | +2,726+22.3% | Added |
| Moody Aldrich Partners LLC | 15,111 | $5.11M | 0.92% | 00.0% | Unchanged |
| Credit Agricole S A | 15,278 | $5.17M | 0.01% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 15,481 | $5.24M | 1.93% | −100−0.6% | Reduced |
| Vanguard Global Advisers, LLC | 15,552 | $5.26M | 0.00% | −1,161−6.9% | Reduced |
| Pathstone Holdings, LLC | 15,825 | $5.36M | 0.02% | +99+0.6% | Added |
| State of Alaska, Department of Revenue | 16,015 | $5.42M | 0.05% | −1,780−10.0% | Reduced |
| Bank of Montreal | 16,429 | $5.56M | 0.00% | +300+1.9% | Added |
| Creative Planning | 16,614 | $5.62M | 0.00% | +4,829+41.0% | Added |
| Squarepoint Ops LLC | 17,642 | $5.97M | 0.01% | +12,529+245.0% | Added |
| State Board of Administration of Florida Retirement System | 17,920 | $6.06M | 0.01% | −2,040−10.2% | Reduced |
| Poehling Capital Management, LLC | 18,047 | $6.11M | 1.31% | −145−0.8% | Reduced |
| CWM Advisors, LLC | 18,365 | $6.21M | 0.26% | +6,519+55.0% | Added |
| Manufacturers Life Insurance Company, The | 18,406 | $6.23M | 0.00% | −1,176−6.0% | Reduced |
| Seascape Capital Management | 18,717 | $6.33M | 1.52% | +100+0.5% | Added |
| Great West Life Assurance Co | 19,203 | $6.50M | 0.01% | +1,763+10.1% | Added |
| O'Shaughnessy Asset Management, LLC | 19,465 | $6.59M | 0.03% | +6,732+52.9% | Added |
| Susquehanna Fundamental Investments, LLC | 19,530 | $6.61M | 0.12% | +12,106+163.1% | Added |
| Reinhart Partners, Inc. | 19,657 | $6.65M | 0.15% | −6,628−25.2% | Reduced |
| Van Eck Associates Corp | 20,250 | $6.85M | 0.00% | +20,250 | New |
| Wellington Management Group LLP | 20,256 | $6.85M | 0.00% | −347−1.7% | Reduced |
| Horizon Investments, LLC | 20,628 | $6.98M | 0.08% | +1,440+7.5% | Added |
| Amplius Wealth Advisors, LLC | 21,766 | $7.37M | 0.54% | +2,150+11.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 22,413 | $7.58M | 0.02% | −3,985−15.1% | Reduced |
| Marshall Wace, LLP | 23,398 | $7.92M | 0.01% | +20,998+874.9% | Added |
| State of Wisconsin Investment Board | 23,457 | $7.94M | 0.02% | +12,465+113.4% | Added |
| Algert Global LLC | 23,607 | $7.99M | 0.09% | +900+4.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,030 | $8.13M | 0.01% | −194−0.8% | Reduced |
| Man Group plc | 24,043 | $8.14M | 0.01% | −66,505−73.4% | Reduced |
| Sterling Capital Management LLC | 24,092 | $8.15M | 0.14% | +566+2.4% | Added |
| CI Private Wealth, LLC | 24,591 | $8.32M | 0.01% | −7,545−23.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,858 | $8.41M | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 25,306 | $8.56M | 0.01% | +916+3.8% | Added |
| Chase Investment Counsel Corp | 25,935 | $8.78M | 1.85% | +7,557+41.1% | Added |
| Public Employees Retirement System of Ohio | 26,489 | $8.96M | 0.03% | −12,330−31.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,713 | $9.04M | 0.05% | −39,541−59.7% | Reduced |
| Assetmark, Inc | 27,179 | $9.20M | 0.02% | −306−1.1% | Reduced |
| Schroder Investment Management Group | 27,045 | $9.26M | 0.01% | +7,188+36.2% | Added |
| Illinois Municipal Retirement Fund | 27,839 | $9.42M | 0.11% | +6,472+30.3% | Added |
| Barclays PLC | 27,997 | $9.47M | 0.00% | +10,002+55.6% | Added |
| Nicola Wealth Management Ltd. | 29,000 | $9.81M | 1.13% | 00.0% | Unchanged |
| California State Teachers Retirement System | 29,271 | $9.91M | 0.01% | −3,581−10.9% | Reduced |
| PEAK6 LLC | 29,555 | $10.0M | 0.24% | +29,555 | New |
| Russell Investments Group, Ltd. | 29,925 | $10.1M | 0.01% | −62,421−67.6% | Reduced |
| Capital Fund Management S.A. | 30,813 | $10.4M | 0.07% | +30,813 | New |
| Intech Investment Management LLC | 31,878 | $10.8M | 0.10% | +6,709+26.7% | Added |
| Zacks Investment Management | 32,115 | $10.9M | 0.08% | −609−1.9% | Reduced |
| New York State Teachers Retirement System | 32,841 | $11.1M | 0.02% | −1,987−5.7% | Reduced |
| Goodman Financial Corp | 32,962 | $11.2M | 1.72% | +470+1.4% | Added |
| Basswood Capital Management, L.L.C. | 34,501 | $11.7M | 0.50% | +22,197+180.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,950 | $11.8M | 0.41% | 00.0% | Unchanged |
| Calamos Advisors LLC | 35,430 | $12.0M | 0.04% | 00.0% | Unchanged |
| Nordea Investment Management AB | 35,681 | $12.3M | 0.01% | −2,307−6.1% | Reduced |
| BNP Paribas Arbitrage, SA | 37,364 | $12.6M | 0.01% | +34,113+1,049.3% | Added |
| Legal & General Group Plc | 37,566 | $12.7M | 0.00% | −3,248−8.0% | Reduced |
| Thrivent Financial for Lutherans | 38,897 | $13.2M | 0.02% | −545−1.4% | Reduced |
| Deutsche Bank AG | 39,692 | $13.4M | 0.00% | −12,244−23.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 39,981 | $13.5M | 0.02% | −9,310−18.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,269 | $14.0M | 0.03% | +31,325+315.0% | Added |
| STRS Ohio | 42,282 | $14.3M | 0.05% | +41,629+6,375.0% | Added |
| D. E. Shaw & Co., Inc. | 42,839 | $14.5M | 0.01% | +3,578+9.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,853 | $14.5M | 0.02% | −2,535−5.6% | Reduced |
| Ameriprise Financial Inc | 43,886 | $14.9M | 0.00% | +11,116+33.9% | Added |
| Los Angeles Capital Management LLC | 44,247 | $15.0M | 0.06% | +13,024+41.7% | Added |
| Moran Wealth Management, LLC | 45,453 | $15.4M | 0.42% | +22,261+96.0% | Added |
| Storebrand Asset Management AS | 48,257 | $16.3M | 0.04% | 00.0% | Unchanged |