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 |
|---|---|---|---|---|---|
| Birch Financial Group, LLC | 717 | $242.7K | 0.12% | −100−12.2% | Reduced |
| Elevatus Welath Management | 713 | $241.3K | 0.06% | +713 | New |
| Hantz Financial Services, Inc. | 708 | $240.0K | 0.00% | +204+40.5% | Added |
| JBF Capital, Inc. | 700 | $236.9K | 0.03% | +700 | New |
| Level Four Advisory Services, LLC | 687 | $232.5K | 0.01% | +687 | New |
| Advisortrust Partners, LLC | 686 | $232.1K | 0.08% | +686 | New |
| Mangrove Partners | 680 | $230.1K | 0.02% | +680 | New |
| Jump Financial, LLC | 679 | $229.8K | 0.00% | −842−55.4% | Reduced |
| Nomura Holdings Inc | 669 | $226.4K | 0.00% | +669 | New |
| Mattson Financial Services, LLC | 600 | $226.1K | 0.05% | −327−35.3% | Reduced |
| Net Worth Advisory Group | 666 | $225.2K | 0.06% | +666 | New |
| QRG Capital Management, Inc. | 665 | $225.0K | 0.00% | +665 | New |
| Westmount Partners, LLC | 661 | $223.7K | 0.05% | +661 | New |
| Sanchez Gaunt Capital Management, LLC | 654 | $221.3K | 0.12% | +654 | New |
| First Nebraska Trust Co | 643 | $217.6K | 0.02% | +643 | New |
| Cooper Financial Group | 642 | $217.3K | 0.02% | −186−22.5% | Reduced |
| ISAM Funds (UK) Ltd | 640 | $216.6K | 0.15% | +640 | New |
| Cullen/Frost Bankers, Inc. | 638 | $215.9K | 0.00% | +6+0.9% | Added |
| Waddell & Associates, LLC | 631 | $213.5K | 0.01% | +631 | New |
| Farringdon Capital, Ltd. | 627 | $212.2K | 0.11% | −299−32.3% | Reduced |
| One Wealth Advisors, LLC | 627 | $212.2K | 0.02% | −280−30.9% | Reduced |
| Narus Financial Partners, LLC | 620 | $209.8K | 0.05% | +620 | New |
| Meiji Yasuda Asset Management Co Ltd. | 611 | $206.8K | 0.01% | +611 | New |
| Brown Financial Advisors | 608 | $205.7K | 0.07% | −303−33.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 607 | $205.4K | 0.00% | −66−9.8% | Reduced |
| Diametric Capital, LP | 606 | $205.1K | 0.02% | +606 | New |
| Dodge & Cox | 600 | $203.0K | 0.00% | +600 | New |
| Profund Advisors LLC | 598 | $202.4K | 0.01% | +598 | New |
| Asset Management One Co.,Ltd. | 580 | $196.3K | 0.00% | −5,340−90.2% | Reduced |
| Versant Capital Management, Inc | 512 | $173.3K | 0.02% | +15+3.0% | Added |
| Paradigm Asset Management Co LLC | 500 | $169.2K | 0.04% | +500 | New |
| Jones Financial Companies LLLP | 491 | $167.9K | 0.00% | +197+67.0% | Added |
| Vanguard National Trust Co | 467 | $158.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 459 | $155.5K | 0.00% | −28−5.7% | Reduced |
| Umb Bank N A | 454 | $153.6K | 0.00% | −11−2.4% | Reduced |
| Smithfield Trust Co | 360 | $122.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 347 | $118.9K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 347 | $117.4K | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 330 | $111.7K | 0.02% | 00.0% | Unchanged |
| American National Bank | 277 | $93.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 270 | $91.4K | 0.01% | −865−76.2% | Reduced |
| National Bank of Canada | 265 | $89.6K | 0.00% | −38−12.5% | Reduced |
| Millstone Evans Group, LLC | 239 | $80.9K | 0.04% | +129+117.3% | Added |
| Walleye Capital LLC | 238 | $80.5K | 0.00% | −2,446−91.1% | Reduced |
| WealthCollab, LLC | 229 | $77.5K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 221 | $74.8K | 0.00% | −19−7.9% | Reduced |
| Nomura Asset Management Co Ltd | 200 | $67.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 192 | $65.0K | 0.00% | +2+1.1% | Added |
| Bryn Mawr Trust Co | 174 | $58.9K | 0.00% | −6−3.3% | Reduced |
| Private Trust Co NA | 159 | $53.8K | 0.00% | −21−11.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142 | $48.1K | 0.00% | −28−16.5% | Reduced |
| Parkside Financial Bank & Trust | 142 | $48.1K | 0.00% | +12+9.2% | Added |
| Tema ETFs LLC | 125 | $42.3K | 0.00% | −127−50.4% | Reduced |
| Whittier Trust Co | 104 | $37.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 102 | $34.5K | 0.00% | −77−43.0% | Reduced |
| Trust Co of Toledo NA | 99 | $33.5K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 98 | $33.2K | 0.00% | +49+100.0% | Added |
| SBI Securities Co., Ltd. | 93 | $31.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 76 | $25.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 76 | $25.7K | 0.00% | +9+13.4% | Added |
| N.E.W. Advisory Services LLC | 75 | $25.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $25.0K | 0.00% | +50+208.3% | Added |
| Bell Investment Advisors, Inc | 70 | $23.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 66 | $22.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 63 | $21.3K | 0.00% | +31+96.9% | Added |
| Frazier Financial Advisors, LLC | 61 | $20.6K | 0.01% | −4−6.2% | Reduced |
| Covestor Ltd | 58 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 59 | $20.0K | 0.00% | +59 | New |
| Delta Asset Management LLC | 53 | $17.9K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 53 | $16.9K | 0.00% | +53 | New |
| LRI Investments, LLC | 49 | $16.6K | 0.00% | −1−2.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 47 | $16.1K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 47 | $15.9K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 42 | $14.2K | 0.01% | +42 | New |
| Toronto Dominion Bank | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 41 | $13.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 39 | $13.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 39 | $13.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 36 | $12.2K | 0.00% | +36 | New |
| ZRC Wealth Management, LLC | 35 | $11.8K | 0.00% | +25+250.0% | Added |
| Persistent Asset Partners Ltd | 34 | $11.5K | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 33 | $11.2K | 0.00% | +19+135.7% | Added |
| Geneos Wealth Management Inc. | 32 | $10.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $9.81K | 0.00% | +7+31.8% | Added |
| Rossby Financial, LCC | 28 | $9.47K | 0.00% | −1−3.4% | Reduced |
| Key Financial Inc | 27 | $9.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 27 | $9.14K | 0.00% | +17+170.0% | Added |
| 1620 Investment Advisors, Inc. | 25 | $8.46K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24 | $8.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $8.12K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 24 | $8.12K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 24 | $8.12K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $7.78K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $7.78K | 0.00% | +1+4.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $7.45K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $6.77K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $5.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $5.75K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 17 | $5.75K | 0.00% | 00.0% | Unchanged |