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 |
|---|---|---|---|---|---|
| Vanguard Asset Management, Ltd | 25,306 | $8.56M | 0.01% | +916+3.8% | Added |
| Arrowstreet Capital, Limited Partnership | 24,858 | $8.41M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 24,591 | $8.32M | 0.01% | −7,545−23.5% | Reduced |
| Sterling Capital Management LLC | 24,092 | $8.15M | 0.14% | +566+2.4% | Added |
| Man Group plc | 24,043 | $8.14M | 0.01% | −66,505−73.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,030 | $8.13M | 0.01% | −194−0.8% | Reduced |
| Algert Global LLC | 23,607 | $7.99M | 0.09% | +900+4.0% | Added |
| State of Wisconsin Investment Board | 23,457 | $7.94M | 0.02% | +12,465+113.4% | Added |
| Marshall Wace, LLP | 23,398 | $7.92M | 0.01% | +20,998+874.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 22,413 | $7.58M | 0.02% | −3,985−15.1% | Reduced |
| Amplius Wealth Advisors, LLC | 21,766 | $7.37M | 0.54% | +2,150+11.0% | Added |
| Horizon Investments, LLC | 20,628 | $6.98M | 0.08% | +1,440+7.5% | Added |
| Wellington Management Group LLP | 20,256 | $6.85M | 0.00% | −347−1.7% | Reduced |
| Van Eck Associates Corp | 20,250 | $6.85M | 0.00% | +20,250 | New |
| Reinhart Partners, Inc. | 19,657 | $6.65M | 0.15% | −6,628−25.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,530 | $6.61M | 0.12% | +12,106+163.1% | Added |
| O'Shaughnessy Asset Management, LLC | 19,465 | $6.59M | 0.03% | +6,732+52.9% | Added |
| Great West Life Assurance Co | 19,203 | $6.50M | 0.01% | +1,763+10.1% | Added |
| Seascape Capital Management | 18,717 | $6.33M | 1.52% | +100+0.5% | Added |
| Manufacturers Life Insurance Company, The | 18,406 | $6.23M | 0.00% | −1,176−6.0% | Reduced |
| CWM Advisors, LLC | 18,365 | $6.21M | 0.26% | +6,519+55.0% | Added |
| Poehling Capital Management, LLC | 18,047 | $6.11M | 1.31% | −145−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 17,920 | $6.06M | 0.01% | −2,040−10.2% | Reduced |
| Squarepoint Ops LLC | 17,642 | $5.97M | 0.01% | +12,529+245.0% | Added |
| Creative Planning | 16,614 | $5.62M | 0.00% | +4,829+41.0% | Added |
| Bank of Montreal | 16,429 | $5.56M | 0.00% | +300+1.9% | Added |
| State of Alaska, Department of Revenue | 16,015 | $5.42M | 0.05% | −1,780−10.0% | Reduced |
| Pathstone Holdings, LLC | 15,825 | $5.36M | 0.02% | +99+0.6% | Added |
| Vanguard Global Advisers, LLC | 15,552 | $5.26M | 0.00% | −1,161−6.9% | Reduced |
| Long Road Investment Counsel, LLC | 15,481 | $5.24M | 1.93% | −100−0.6% | Reduced |
| Credit Agricole S A | 15,278 | $5.17M | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 15,111 | $5.11M | 0.92% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,942 | $5.06M | 0.00% | +2,726+22.3% | Added |
| Strategic Global Advisors, LLC | 14,706 | $4.98M | 0.71% | +14,706 | New |
| Crossmark Global Holdings, Inc. | 14,613 | $4.95M | 0.06% | −2,374−14.0% | Reduced |
| Fulcrum Asset Management LLP | 14,166 | $4.85M | 0.48% | +14,166 | New |
| Concentric Capital Strategies, LP | 13,825 | $4.68M | 0.29% | +3,732+37.0% | Added |
| Carnegie Capital Asset Management, LLC | 13,252 | $4.48M | 0.09% | −360−2.6% | Reduced |
| Kestra Advisory Services, LLC | 12,912 | $4.37M | 0.01% | +102+0.8% | Added |
| MetLife Investment Management | 12,703 | $4.30M | 0.02% | −1,122−8.1% | Reduced |
| Amalgamated Bank | 11,879 | $4.02M | 0.03% | −1,852−13.5% | Reduced |
| LPL Financial LLC | 11,816 | $4.00M | 0.00% | +1,007+9.3% | Added |
| Blair William & Co | 11,787 | $3.99M | 0.01% | −96−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 11,735 | $3.97M | 0.01% | +2,906+32.9% | Added |
| Tudor Investment Corp Et Al | 11,687 | $3.95M | 0.02% | −217−1.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,568 | $3.91M | 0.03% | −48−0.4% | Reduced |
| Citigroup Inc | 11,426 | $3.87M | 0.00% | +5,238+84.6% | Added |
| State of Tennessee, Treasury Department | 11,360 | $3.84M | 0.01% | −250−2.2% | Reduced |
| Voya Investment Management LLC | 11,241 | $3.80M | 0.00% | +1,056+10.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,068 | $3.75M | 0.02% | −244−2.2% | Reduced |
| Mubadala Investment Co PJSC | 10,966 | $3.71M | 0.01% | +904+9.0% | Added |
| CWC Advisors, LLC. | 10,932 | $3.70M | 1.64% | −377−3.3% | Reduced |
| Jupiter Topco LLC | 10,930 | $3.70M | 0.00% | +10,930 | New |
| Henshaw Capital LLC | 10,760 | $3.64M | 0.12% | −782−6.8% | Reduced |
| Neuberger Berman Group LLC | 10,739 | $3.63M | 0.00% | +2,288+27.1% | Added |
| Altar Rock LLC | 10,722 | $3.63M | 5.30% | −2,747−20.4% | Reduced |
| Oliver Luxxe Assets LLC | 10,344 | $3.50M | 0.52% | −2,757−21.0% | Reduced |
| Natixis Advisors, L.P. | 10,292 | $3.48M | 0.00% | +10,292 | New |
| Militia Capital Management LLC | 10,052 | $3.40M | 0.61% | +10,052 | New |
| Mutual of America Capital Management LLC | 9,796 | $3.31M | 0.03% | −983−9.1% | Reduced |
| JustInvest LLC | 9,554 | $3.23M | 0.03% | +425+4.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,510 | $3.22M | 0.05% | −16,613−63.6% | Reduced |
| Ritholtz Wealth Management | 9,502 | $3.22M | 0.05% | +2,016+26.9% | Added |
| Oppenheimer Asset Management Inc. | 9,216 | $3.12M | 0.03% | −2,099−18.6% | Reduced |
| Carrera Capital Advisors | 9,156 | $3.10M | 0.46% | −13−0.1% | Reduced |
| Handelsbanken Fonder AB | 9,100 | $3.08M | 0.01% | −1,000−9.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,062 | $3.07M | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,036 | $3.06M | 0.01% | +2,506+38.4% | Added |
| Mariner, LLC | 8,677 | $2.94M | 0.00% | +245+2.9% | Added |
| State of New Jersey Common Pension Fund D | 8,629 | $2.92M | 0.01% | −396−4.4% | Reduced |
| Genus Capital Management Inc. | 8,371 | $2.83M | 0.28% | +1,381+19.8% | Added |
| Fifth Third Bancorp | 8,364 | $2.83M | 0.00% | −1,385−14.2% | Reduced |
| Nisa Investment Advisors, LLC | 8,331 | $2.82M | 0.01% | −15,939−65.7% | Reduced |
| HRT Financial LP | 8,250 | $2.79M | 0.01% | +8,250 | New |
| Brevan Howard Capital Management LP | 7,976 | $2.70M | 0.04% | −4,762−37.4% | Reduced |
| KLP Kapitalforvaltning AS | 7,840 | $2.65M | 0.01% | −560−6.7% | Reduced |
| Louisiana State Employees Retirement System | 7,700 | $2.61M | 0.04% | −500−6.1% | Reduced |
| Brant Point Investment Management LLC | 7,642 | $2.59M | 0.58% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 7,627 | $2.58M | 0.03% | −985−11.4% | Reduced |
| Janney Montgomery Scott LLC | 7,547 | $2.55M | 0.00% | −3,231−30.0% | Reduced |
| Commerce Bank | 7,485 | $2.53M | 0.01% | −69−0.9% | Reduced |
| Wedge Capital Management L L P | 7,159 | $2.42M | 0.04% | −543−7.1% | Reduced |
| Gradient Investments LLC | 7,065 | $2.39M | 0.03% | −2,535−26.4% | Reduced |
| Arizona State Retirement System | 6,995 | $2.37M | 0.01% | −732−9.5% | Reduced |
| Cetera Investment Advisers | 6,883 | $2.33M | 0.00% | +164+2.4% | Added |
| Gateway Investment Advisers LLC | 6,561 | $2.22M | 0.02% | +2,777+73.4% | Added |
| Vanguard Investments Australia, Ltd. | 6,489 | $2.20M | 0.01% | −784−10.8% | Reduced |
| Citadel Investment Advisory, Inc. | 6,452 | $2.18M | 0.99% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,355 | $2.15M | 0.01% | +3,589+129.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,323 | $2.14M | 0.01% | −725−10.3% | Reduced |
| Susquehanna International Group, LLP | 6,283 | $2.13M | 0.00% | −7,478−54.3% | Reduced |
| Callan Family Office, LLC | 6,241 | $2.11M | 0.04% | +1,732+38.4% | Added |
| State of Michigan Retirement System | 6,219 | $2.10M | 0.01% | −500−7.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,941 | $2.01M | 0.02% | −361−5.7% | Reduced |
| Summit Trail Advisors, LLC | 5,873 | $1.99M | 0.03% | −2,735−31.8% | Reduced |
| Gabelli Funds LLC | 5,811 | $1.97M | 0.01% | +325+5.9% | Added |
| New Mexico Educational Retirement Board | 5,800 | $1.96M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,685 | $1.92M | 0.00% | +2,468+76.7% | Added |
| Jupiter Asset Management Ltd | 5,660 | $1.92M | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 5,600 | $1.90M | 0.00% | +620+12.4% | Added |