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 |
|---|---|---|---|---|---|
| Swiss National Bank | 50,880 | $17.2M | 0.01% | −4,720−8.5% | Reduced |
| Engineers Gate Manager LP | 51,861 | $17.5M | 0.23% | +32,023+161.4% | Added |
| Nuveen, LLC | 52,605 | $17.8M | 0.00% | −12,667−19.4% | Reduced |
| Voloridge Investment Management, LLC | 54,070 | $18.3M | 0.08% | −76,778−58.7% | Reduced |
| Prudential Financial Inc | 56,760 | $19.2M | 0.02% | +6,145+12.1% | Added |
| Wallace Capital Management Inc. | 58,334 | $19.7M | 2.16% | −4,540−7.2% | Reduced |
| Envestnet Asset Management Inc | 59,150 | $20.0M | 0.00% | −1,948−3.2% | Reduced |
| Principal Financial Group Inc | 59,949 | $20.3M | 0.01% | −2,837−4.5% | Reduced |
| North Star Asset Management Inc | 66,968 | $22.7M | 0.89% | −3,223−4.6% | Reduced |
| Capricorn Fund Managers Ltd | 69,045 | $23.4M | 1.87% | +69,045 | New |
| California Public Employees Retirement System | 69,073 | $23.4M | 0.01% | −829−1.2% | Reduced |
| Zurich Insurance Group Ltd | 71,322 | $24.1M | 0.17% | +71,322 | New |
| Rhumbline Advisers | 72,260 | $24.5M | 0.02% | −4,481−5.8% | Reduced |
| UBS Asset Management Americas Inc | 74,871 | $25.3M | 0.00% | −28,602−27.6% | Reduced |
| Retirement Systems of Alabama | 75,584 | $25.6M | 0.08% | −10,656−12.4% | Reduced |
| Victory Capital Management Inc | 77,188 | $26.1M | 0.01% | −14,447−15.8% | Reduced |
| Empowered Funds, LLC | 81,755 | $27.7M | 0.15% | +6,183+8.2% | Added |
| Franklin Resources Inc | 83,192 | $28.2M | 0.01% | −36,423−30.5% | Reduced |
| Polar Capital Holdings Plc | 85,359 | $28.9M | 0.08% | −1,919−2.2% | Reduced |
| Arbejdsmarkedets Tillaegspension | 88,640 | $30.0M | 0.65% | −3,309−3.6% | Reduced |
| New York State Common Retirement Fund | 89,089 | $30.1M | 0.04% | −2,309−2.5% | Reduced |
| First Trust Advisors LP | 90,253 | $30.5M | 0.02% | +34,011+60.5% | Added |
| Wells Fargo & Company | 93,544 | $31.7M | 0.01% | +3,351+3.7% | Added |
| Loomis Sayles & Co L P | 103,094 | $34.9M | 0.04% | +17,149+20.0% | Added |
| Quantinno Capital Management LP | 108,737 | $36.8M | 0.04% | +13,679+14.4% | Added |
| Treasurer of the State of North Carolina | 113,578 | $38.4M | 0.10% | +10,050+9.7% | Added |
| Nomura Asset Management International Inc. | 116,158 | $39.3M | 0.06% | +14,422+14.2% | Added |
| SEI Investments Co | 117,142 | $39.6M | 0.03% | +9,488+8.8% | Added |
| Renaissance Technologies LLC | 117,440 | $39.7M | 0.05% | +7,690+7.0% | Added |
| JPMorgan Chase & Co | 129,402 | $44.7M | 0.00% | −11,138−7.9% | Reduced |
| Alliancebernstein L.P. | 189,739 | $52.5M | 0.02% | −16,364−7.9% | Reduced |
| Lord, Abbett & Co. LLC | 164,477 | $55.7M | 0.16% | +9,807+6.3% | Added |
| Vanguard Fiduciary Trust Co | 165,842 | $56.1M | 0.01% | −6,417−3.7% | Reduced |
| Price T Rowe Associates Inc | 166,559 | $56.4M | 0.01% | −17,062−9.3% | Reduced |
| UBS Group AG | 175,776 | $59.5M | 0.01% | +46,655+36.1% | Added |
| FMR LLC | 177,576 | $60.1M | 0.00% | −2,399−1.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 182,041 | $61.6M | 0.09% | −38,846−17.6% | Reduced |
| Kiltearn Partners LLP | 184,586 | $62.5M | 15.16% | −10,528−5.4% | Reduced |
| Citadel Advisors LLC | 198,492 | $67.2M | 0.04% | −48,728−19.7% | Reduced |
| Bruni J V & Co | 210,094 | $71.1M | 6.49% | −39,671−15.9% | Reduced |
| Clarkston Capital Partners, LLC | 228,683 | $77.4M | 6.54% | −85,025−27.1% | Reduced |
| Raymond James Financial Inc | 239,235 | $81.0M | 0.02% | +7,774+3.4% | Added |
| Fisher Asset Management, LLC | 246,463 | $83.4M | 0.02% | −6,800−2.7% | Reduced |
| Goldman Sachs Group Inc | 258,331 | $87.4M | 0.01% | +72,974+39.4% | Added |
| Qube Research & Technologies Ltd | 268,737 | $90.9M | 0.10% | +114,504+74.2% | Added |
| Bank of New York Mellon Corp | 281,967 | $95.4M | 0.02% | −18,298−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 287,795 | $97.4M | 0.01% | −20,236−6.6% | Reduced |
| Channing Capital Management, LLC | 302,514 | $102.4M | 2.36% | −158−0.1% | Reduced |
| Jane Street Group, LLC | 309,134 | $104.6M | 0.07% | +56,629+22.4% | Added |
| Northern Trust Corp | 322,670 | $109.2M | 0.01% | −26,212−7.5% | Reduced |
| Norges Bank | 361,473 | $122.3M | 0.01% | +361,473 | New |
| Invesco Ltd. | 380,623 | $128.8M | 0.01% | +64,133+20.3% | Added |
| Bank of America Corp | 432,420 | $146.3M | 0.01% | +22,842+5.6% | Added |
| Allianz Asset Management GmbH | 453,989 | $153.6M | 0.14% | −34,753−7.1% | Reduced |
| Lyrical Asset Management LP | 472,886 | $160.0M | 2.03% | −29,235−5.8% | Reduced |
| LSV Asset Management | 533,611 | $180.6M | 0.33% | +56,800+11.9% | Added |
| Geode Capital Management, LLC | 590,757 | $200.0M | 0.01% | −45,021−7.1% | Reduced |
| Dimensional Fund Advisors LP | 670,195 | $226.8M | 0.04% | −48,118−6.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 857,756 | $290.3M | 0.79% | +97,543+12.8% | Added |
| Millennium Management LLC | 875,116 | $296.1M | 0.20% | +869,748+16,202.5% | Added |
| State Street Corp | 883,323 | $298.9M | 0.01% | −43,410−4.7% | Reduced |
| Ariel Investments, LLC | 999,676 | $338.3M | 3.37% | −64,354−6.0% | Reduced |
| Boston Partners | 1,001,967 | $339.1M | 0.30% | +30,720+3.2% | Added |
| Vanguard Capital Management LLC | 1,151,085 | $389.5M | 0.01% | −23,661−2.0% | Reduced |
| Vanguard Portfolio Management LLC | 1,391,836 | $471.0M | 0.02% | +32,043+2.4% | Added |
| Morgan Stanley | 1,487,219 | $503.3M | 0.03% | −245,293−14.2% | Reduced |
| BlackRock, Inc. | 2,772,736 | $938.3M | 0.01% | −94,929−3.3% | Reduced |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −173,595−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −145,879−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −61,489−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −57,832−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −44,273−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,678−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −11,152−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −9,228−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,832−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −7,015−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,491−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −5,233−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,082−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| LGT Capital Partners Ltd. | 0 | $0 | 0.00% | −4,730−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −4,681−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,231−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −1,454−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,418−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −865−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −858−100.0% | Sold out |