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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 1,845 | $624.3K | 0.00% | −22,270−92.3% | Reduced |
| Great Valley Advisor Group, Inc. | 1,844 | $624.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,819 | $615.5K | 0.01% | −24,072−93.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,806 | $611.1K | 0.00% | +146+8.8% | Added |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 1,800 | $609.1K | 0.30% | +1,800 | New |
| Greenleaf Trust | 1,726 | $584.1K | 0.01% | −58−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,680 | $568.4K | 0.00% | +48+2.9% | Added |
| Bailard, Inc. | 1,678 | $567.8K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,648 | $558.0K | 0.01% | −40−2.4% | Reduced |
| Cetera Trust Company, N.A | 1,640 | $555.0K | 0.28% | +60+3.8% | Added |
| BTC Capital Management, Inc. | 1,615 | $555.0K | 0.03% | +19+1.2% | Added |
| Syon Capital LLC | 1,612 | $545.5K | 0.02% | +161+11.1% | Added |
| GAMMA Investing LLC | 1,593 | $539.1K | 0.02% | +34+2.2% | Added |
| Cornerstone Investment Partners, LLC | 1,523 | $515.4K | 0.02% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 1,512 | $511.7K | 0.01% | +158+11.7% | Added |
| Frec Markets, Inc. | 1,510 | $511.0K | 0.05% | +1,510 | New |
| MML Investors Services, LLC | 1,491 | $504.6K | 0.00% | +365+32.4% | Added |
| Gallacher Capital Management LLC | 1,487 | $503.2K | 0.28% | +1,487 | New |
| Lido Advisors, LLC | 1,462 | $495.0K | 0.00% | +705+93.1% | Added |
| Two Sigma Securities, LLC | 1,460 | $494.1K | 0.04% | −561−27.8% | Reduced |
| IFP Advisors, Inc | 1,399 | $473.4K | 0.01% | −465−24.9% | Reduced |
| Jain Global LLC | 1,386 | $469.0K | 0.01% | +1,386 | New |
| Maryland State Retirement & Pension System | 1,376 | $465.6K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,356 | $458.8K | 0.00% | +299+28.3% | Added |
| M&T Bank Corp | 1,355 | $458.2K | 0.00% | −340−20.1% | Reduced |
| Quent Capital, LLC | 1,340 | $453.5K | 0.03% | +331+32.8% | Added |
| Investment Partners, Ltd. | 1,333 | $451.1K | 0.14% | +11+0.8% | Added |
| Utah Retirement Systems | 1,331 | $450.4K | 0.00% | −146−9.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,327 | $449.1K | 0.02% | −19−1.4% | Reduced |
| Tolleson Wealth Management, Inc. | 1,322 | $447.4K | 0.06% | +3+0.2% | Added |
| DnB Asset Management AS | 1,321 | $447.0K | 0.00% | +35+2.7% | Added |
| Nykredit A/S | 1,287 | $435.5K | 0.00% | +1,287 | New |
| Picton Mahoney Asset Management | 1,283 | $434.2K | 0.00% | −200−13.5% | Reduced |
| Atria Investments LLC | 1,277 | $432.0K | 0.00% | +194+17.9% | Added |
| Index Technologies Group LLC | 1,275 | $431.5K | 0.34% | −29−2.2% | Reduced |
| MAI Capital Management | 1,274 | $431.1K | 0.00% | +163+14.7% | Added |
| Sheets Smith Wealth Management | 1,227 | $415.2K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,220 | $412.8K | 0.02% | +1,220 | New |
| Atomi Financial Group, Inc. | 1,194 | $404.1K | 0.01% | +272+29.5% | Added |
| Chicago Partners Investment Group LLC | 1,158 | $402.7K | 0.01% | +12+1.0% | Added |
| Warren Averett Asset Management, LLC | 1,164 | $393.9K | 0.00% | +15+1.3% | Added |
| Laird Norton Trust Company, LLC | 1,159 | $392.2K | 0.01% | +1+0.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,150 | $389.2K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,139 | $385.4K | 0.01% | −3,947−77.6% | Reduced |
| Sagewood Asset Management LP | 1,139 | $385.4K | 0.09% | −52−4.4% | Reduced |
| Cadent Capital Advisors, LLC | 1,134 | $383.7K | 0.08% | 00.0% | Unchanged |
| Old National Bancorp | 1,129 | $382.1K | 0.01% | −30−2.6% | Reduced |
| Merit Financial Group, LLC | 1,121 | $379.2K | 0.00% | +67+6.4% | Added |
| Parallel Advisors, LLC | 1,118 | $378.3K | 0.01% | +102+10.0% | Added |
| Checchi Capital Advisers, LLC | 1,099 | $371.9K | 0.02% | −11−1.0% | Reduced |
| Bank of New Hampshire | 1,086 | $367.5K | 0.08% | −1−0.1% | Reduced |
| Manning & Napier Advisors LLC | 1,070 | $366.4K | 0.00% | −170−13.7% | Reduced |
| Global Retirement Partners, LLC | 1,077 | $364.5K | 0.01% | +1,077 | New |
| Panagora Asset Management Inc | 1,073 | $363.1K | 0.00% | +5+0.5% | Added |
| RSM US Wealth Management LLC | 1,057 | $357.7K | 0.00% | +1,057 | New |
| AlphaGrep UK Ltd | 1,055 | $357.0K | 0.11% | +255+31.9% | Added |
| Allegheny Financial Group LTD | 1,049 | $355.0K | 0.04% | −448−29.9% | Reduced |
| ProShare Advisors LLC | 1,042 | $352.6K | 0.00% | −86−7.6% | Reduced |
| Qsemble Capital Management, LP | 1,021 | $345.5K | 0.04% | +1,021 | New |
| American Century Companies Inc | 1,015 | $343.5K | 0.00% | −5,591−84.6% | Reduced |
| Guggenheim Capital LLC | 1,003 | $339.4K | 0.00% | −2,683−72.8% | Reduced |
| Everence Capital Management Inc | 990 | $335.0K | 0.02% | +111+12.6% | Added |
| Keystone Financial Services | 957 | $323.8K | 0.08% | −4−0.4% | Reduced |
| Simplex Trading, LLC | 955 | $323.2K | 0.01% | −496−34.2% | Reduced |
| Transcend Wealth Collective, LLC | 949 | $321.2K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 935 | $316.4K | 0.01% | −6−0.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,143 | $312.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 911 | $308.3K | 0.01% | −59−6.1% | Reduced |
| Pinebridge Investments LLC | 908 | $307.3K | 0.00% | +908 | New |
| Fifth Third Wealth Advisors LLC | 902 | $305.2K | 0.01% | −4−0.4% | Reduced |
| Sagespring Wealth Partners, LLC | 899 | $304.3K | 0.00% | +899 | New |
| Inscription Capital, LLC | 898 | $303.9K | 0.03% | +48+5.6% | Added |
| Signaturefd, LLC | 896 | $303.1K | 0.00% | +131+17.1% | Added |
| MBB Public Markets I LLC | 894 | $302.5K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 889 | $300.8K | 0.01% | −39−4.2% | Reduced |
| PCM Encore, LLC | 880 | $297.8K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 873 | $295.0K | 0.00% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 836 | $282.9K | 0.16% | 00.0% | Unchanged |
| Wedmont Private Capital | 771 | $282.5K | 0.01% | +39+5.3% | Added |
| CIBC Asset Management Inc | 825 | $279.2K | 0.00% | −198−19.4% | Reduced |
| North Dakota State Investment Board | 812 | $274.8K | 0.01% | +5+0.6% | Added |
| Principal Street Partners, LLC | 540 | $273.6K | 0.04% | +540 | New |
| Nicolet Bankshares Inc | 806 | $272.9K | 0.01% | −1−0.1% | Reduced |
| Autumn Glory Partners, LLC | 802 | $271.4K | 0.08% | −125−13.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 800 | $271.0K | 0.06% | −5,070−86.4% | Reduced |
| Martingale Asset Management L P | 798 | $270.0K | 0.01% | −3,763−82.5% | Reduced |
| Johnson Investment Counsel Inc | 793 | $268.4K | 0.00% | +4+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 785 | $265.6K | 0.00% | −14−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 777 | $262.9K | 0.00% | −14−1.8% | Reduced |
| Cambria Investment Management, L.P. | 776 | $262.6K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 759 | $256.8K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 747 | $252.8K | 0.01% | +747 | New |
| Prelude Capital Management, LLC | 745 | $252.1K | 0.02% | −219−22.7% | Reduced |
| Mirabella Financial Services LLP | 737 | $249.4K | 0.02% | −155−17.4% | Reduced |
| Elevated Financial Group LLC | 731 | $247.4K | 0.07% | −140−16.1% | Reduced |
| Hancock Whitney Corp | 730 | $247.0K | 0.00% | −33−4.3% | Reduced |
| Ironwood Investment Counsel, LLC | 730 | $247.0K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 724 | $245.0K | 0.00% | +724 | New |
| State of Wyoming | 723 | $244.7K | 0.02% | −799−52.5% | Reduced |
| DV Trading LLC | 720 | $243.6K | 0.02% | +720 | New |