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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 5,575 | $1.89M | 0.00% | +475+9.3% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 5,562 | $1.88M | 0.10% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5,501 | $1.86M | 0.06% | +789+16.7% | Added |
| Oregon Public Employees Retirement Fund | 5,496 | $1.86M | 0.02% | −270−4.7% | Reduced |
| Penn Capital Management Co Inc | 5,397 | $1.85M | 0.12% | +898+20.0% | Added |
| Dark Forest Capital Management LP | 5,423 | $1.84M | 0.12% | +4,278+373.6% | Added |
| Mercer Global Advisors Inc | 5,414 | $1.83M | 0.00% | +1,994+58.3% | Added |
| XTX Topco Ltd | 5,388 | $1.82M | 0.02% | −6,419−54.4% | Reduced |
| Kennondale Capital Management LLC | 5,337 | $1.81M | 1.20% | −1,639−23.5% | Reduced |
| SG Americas Securities, LLC | 5,307 | $1.80M | 0.00% | +2,894+119.9% | Added |
| Kestra Investment Management, LLC | 5,293 | $1.79M | 0.03% | +2,217+72.1% | Added |
| Campbell & CO Investment Adviser LLC | 5,202 | $1.76M | 0.09% | −10,230−66.3% | Reduced |
| OP Asset Management Ltd | 5,170 | $1.75M | 0.02% | −2,220−30.0% | Reduced |
| Exchange Traded Concepts, LLC | 5,162 | $1.75M | 0.01% | +4,330+520.4% | Added |
| HSBC Holdings PLC | 5,078 | $1.73M | 0.00% | −4,266−45.7% | Reduced |
| Oak Thistle LLC | 5,106 | $1.73M | 0.17% | −26,729−84.0% | Reduced |
| Ronald Blue Trust, Inc. | 5,074 | $1.72M | 0.02% | +106+2.1% | Added |
| Teacher Retirement System of Texas | 4,999 | $1.69M | 0.00% | −3,017−37.6% | Reduced |
| FIL Ltd | 4,880 | $1.65M | 0.00% | +3,518+258.3% | Added |
| Ameritas Investment Partners, Inc. | 4,861 | $1.64M | 0.04% | −321−6.2% | Reduced |
| SRS Capital Advisors, Inc. | 4,809 | $1.63M | 0.01% | +4,374+1,005.5% | Added |
| L2 Asset Management, LLC | 4,781 | $1.62M | 0.17% | −3,924−45.1% | Reduced |
| FORA Capital, LLC | 4,760 | $1.61M | 0.11% | −9,118−65.7% | Reduced |
| Hillsdale Investment Management Inc. | 4,650 | $1.57M | 0.04% | +4,560+5,066.7% | Added |
| Cookson Peirce & Co Inc | 4,648 | $1.57M | 0.05% | −816−14.9% | Reduced |
| Traub Capital Management LLC | 4,551 | $1.54M | 1.37% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 4,493 | $1.52M | 0.23% | +2,559+132.3% | Added |
| Truist Financial Corp | 4,454 | $1.51M | 0.00% | +458+11.5% | Added |
| Evolve Private Wealth, LLC | 4,417 | $1.49M | 0.09% | +754+20.6% | Added |
| Sequoia Financial Advisors, LLC | 4,337 | $1.47M | 0.01% | −201−4.4% | Reduced |
| Virtu Financial LLC | 4,227 | $1.43M | 0.05% | −736−14.8% | Reduced |
| Resources Investment Advisors, LLC. | 4,109 | $1.39M | 0.01% | −993−19.5% | Reduced |
| US Bancorp | 4,084 | $1.38M | 0.00% | +423+11.6% | Added |
| Welch & Forbes LLC | 4,072 | $1.38M | 0.02% | +572+16.3% | Added |
| Rockefeller Capital Management L.P. | 4,006 | $1.36M | 0.00% | −39−1.0% | Reduced |
| Delphi Management Inc | 3,965 | $1.34M | 1.31% | +3,965 | New |
| Pictet Asset Management Holding SA | 3,939 | $1.33M | 0.00% | −455−10.4% | Reduced |
| Pacer Advisors, Inc. | 3,933 | $1.33M | 0.00% | −486−11.0% | Reduced |
| Mission Wealth Management, LP | 3,864 | $1.31M | 0.02% | +3,864 | New |
| CSM Advisors, LLC | 3,805 | $1.29M | 0.03% | +369+10.7% | Added |
| Sepio Capital, LP | 3,798 | $1.29M | 0.06% | +23+0.6% | Added |
| Virginia Retirement Systems Et Al | 3,760 | $1.27M | 0.01% | +3,760 | New |
| Kendall Capital Management | 3,685 | $1.25M | 0.21% | −15−0.4% | Reduced |
| Private Client Services, LLC | 3,649 | $1.23M | 0.32% | −2,010−35.5% | Reduced |
| Vestcor Inc | 3,560 | $1.21M | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,424 | $1.16M | 0.00% | −442−11.4% | Reduced |
| Redwood Investment Management, LLC | 3,397 | $1.15M | 0.11% | −397−10.5% | Reduced |
| Alyeska Investment Group, L.P. | 3,386 | $1.15M | 0.00% | +3,386 | New |
| Lazard Asset Management LLC | 3,340 | $1.13M | 0.00% | +487+17.1% | Added |
| New York Life Investment Management LLC | 3,274 | $1.11M | 0.01% | −86−2.6% | Reduced |
| Quadrature Capital Ltd | 3,262 | $1.10M | 0.01% | −4,121−55.8% | Reduced |
| Quadrant Capital Group LLC | 3,225 | $1.09M | 0.03% | −147−4.4% | Reduced |
| Guinness Asset Management LTD | 3,190 | $1.08M | 0.02% | −764−19.3% | Reduced |
| Amundi | 3,187 | $1.08M | 0.00% | +190+6.3% | Added |
| Xponance, Inc. | 3,113 | $1.05M | 0.01% | −250−7.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,870 | $1.05M | 0.35% | +1,865+185.6% | Added |
| Cresset Asset Management, LLC | 3,074 | $1.04M | 0.00% | −167−5.2% | Reduced |
| Advisory Services Network, LLC | 3,046 | $1.03M | 0.01% | −176−5.5% | Reduced |
| Bannerstone Capital Management, LLC | 3,027 | $1.02M | 0.86% | +3,027 | New |
| The PNC Financial Services Group, Inc. | 3,019 | $1.02M | 0.00% | −26−0.9% | Reduced |
| Assenagon Asset Management S.A. | 3,011 | $1.02M | 0.00% | +3,011 | New |
| Radnor Capital Management, LLC | 2,970 | $1.01M | 0.14% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,717 | $995.5K | 0.00% | +506+22.9% | Added |
| Stifel Financial Corp | 2,920 | $988.0K | 0.00% | −216−6.9% | Reduced |
| EP Wealth Advisors, LLC | 2,883 | $975.5K | 0.00% | +359+14.2% | Added |
| Advisor Group Holdings, Inc. | 2,790 | $944.7K | 0.00% | +729+35.4% | Added |
| Fox Run Management, L.L.C. | 2,733 | $924.8K | 0.15% | +2,733 | New |
| Public Employees Retirement Association of Colorado | 2,662 | $901.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,655 | $898.5K | 0.00% | −620−18.9% | Reduced |
| Coldstream Capital Management Inc | 2,631 | $890.2K | 0.01% | +128+5.1% | Added |
| Farther Finance Advisors, LLC | 2,627 | $889.0K | 0.01% | −746−22.1% | Reduced |
| Ethic Inc. | 2,622 | $887.2K | 0.01% | −1,262−32.5% | Reduced |
| RBF Capital, LLC | 2,600 | $879.8K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,538 | $858.9K | 0.02% | +975+62.4% | Added |
| Quantbot Technologies LP | 2,512 | $850.1K | 0.03% | −1,322−34.5% | Reduced |
| Fulton Bank, N.A. | 2,507 | $848.4K | 0.03% | +667+36.3% | Added |
| Havemeyer Place LP | 2,505 | $847.7K | 0.08% | +1,326+112.5% | Added |
| Harbor Advisors LLC | 2,500 | $846.0K | 0.11% | 00.0% | Unchanged |
| Natixis | 2,448 | $828.4K | 0.00% | +2,448 | New |
| Inceptionr LLC | 2,438 | $825.0K | 0.20% | −107−4.2% | Reduced |
| Vident Advisory, LLC | 2,392 | $809.5K | 0.01% | −3,814−61.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,391 | $809.0K | 0.00% | +2,000+511.5% | Added |
| Linden Thomas Advisory Services, LLC | 2,383 | $806.4K | 0.07% | −13−0.5% | Reduced |
| Gamco Investors, Inc. Et Al | 2,350 | $795.2K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,335 | $790.2K | 0.02% | −3,109−57.1% | Reduced |
| Kathmere Capital Management, LLC | 2,297 | $777.3K | 0.04% | +124+5.7% | Added |
| Aigen Investment Management, LP | 2,238 | $757.3K | 0.21% | +2,238 | New |
| Schubert & Co | 2,204 | $745.8K | 0.51% | −6−0.3% | Reduced |
| Securian Asset Management, Inc | 1,948 | $720.4K | 0.03% | −170−8.0% | Reduced |
| United Capital Financial Advisers, LLC | 2,124 | $718.6K | 0.00% | +37+1.8% | Added |
| Custom Index Systems, LLC | 2,119 | $717.1K | 0.26% | −19−0.9% | Reduced |
| Arq Wealth Advisors, LLC | 2,040 | $707.3K | 0.09% | −140−6.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,090 | $707.3K | 0.24% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,044 | $691.7K | 0.11% | 00.0% | Unchanged |
| 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 |
| Chilton Investment Co LLC | 2,030 | $687.0K | 0.02% | +2,030 | New |
| Horizon Kinetics Asset Management LLC | 1,998 | $676.1K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,967 | $665.6K | 0.00% | −527−21.1% | Reduced |
| Alps Advisors Inc | 1,855 | $627.7K | 0.00% | +35+1.9% | Added |