Affiliated Managers Group, Inc.
AMG- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0001004434
近 90 天，Affiliated Managers Group, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 567 家機構在 13F 申報持有，市值合計 $85.3 億；大師中只有東南資產管理（Longleaf）持有。
2024 年第 1 季 13F 持有人
Affiliated Managers Group, Inc. 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 403
- 較 2023 年第 4 季 +23 家
- 持有股數
- 3,047 萬
- 較 2023 年第 4 季 −100.8 萬 (−3.2%)
- 總市值
- $51.0 億
- 較 2023 年第 4 季 +$3.34 億 (+7.0%)
- 新進機構
- 60
- 另有 120 家加碼
- 清倉機構
- 37
- 另有 150 家減碼
另有 6 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AMG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 567 | $85.3 億 |
| 2026 年第 1 季 | 548 | $68.8 億 |
| 2025 年第 4 季 | 511 | $74.7 億 |
| 2025 年第 3 季 | 451 | $63.2 億 |
| 2025 年第 2 季 | 432 | $52.8 億 |
| 2025 年第 1 季 | 396 | $46.5 億 |
| 2024 年第 4 季 | 408 | $52.1 億 |
| 2024 年第 3 季 | 422 | $50.4 億 |
| 2024 年第 2 季 | 407 | $45.7 億 |
| 2024 年第 1 季 | 403 | $51.0 億 |
| 2023 年第 4 季 | 386 | $47.7 億 |
| 2023 年第 3 季 | 360 | $41.6 億 |
| 2023 年第 2 季 | 381 | $49.4 億 |
| 2023 年第 1 季 | 388 | $49.2 億 |
| 2022 年第 4 季 | 367 | $55.0 億 |
| 2022 年第 3 季 | 329 | $40.6 億 |
| 2022 年第 2 季 | 311 | $43.3 億 |
| 2022 年第 1 季 | 335 | $53.2 億 |
| 2021 年第 4 季 | 365 | $64.5 億 |
| 2021 年第 3 季 | 335 | $60.4 億 |
| 2021 年第 2 季 | 340 | $63.4 億 |
| 2021 年第 1 季 | 320 | $62.8 億 |
2024 年第 1 季持有機構
每家機構持有 Affiliated Managers Group, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,594,683 | $6.02 億 | 0.01% | −73,363−2.0% | 減碼 |
| BlackRock Inc. | 3,234,519 | $5.42 億 | 0.01% | −74,878−2.3% | 減碼 |
| Morgan Stanley | 2,494,401 | $4.18 億 | 0.03% | −92,442−3.6% | 減碼 |
| Clarkston Capital Partners, LLC | 1,877,459 | $3.14 億 | 5.55% | −351,523−15.8% | 減碼 |
| FMR LLC | 1,675,420 | $2.81 億 | 0.02% | +4,977+0.3% | 加碼 |
| Ariel Investments, LLC | 1,327,009 | $2.22 億 | 2.19% | +84,313+6.8% | 加碼 |
| State Street Corp | 1,055,144 | $1.77 億 | 0.01% | +20,584+2.0% | 加碼 |
| Southeastern Asset Management Inc大師東南資產管理（Longleaf） | 837,878 | $1.40 億 | 5.39% | −44,497−5.0% | 減碼 |
| Dimensional Fund Advisors LP | 796,064 | $1.33 億 | 0.04% | +24,960+3.2% | 加碼 |
| Lyrical Asset Management LP | 697,858 | $1.17 億 | 1.74% | +18,843+2.8% | 加碼 |
| Kiltearn Partners LLP | 675,214 | $1.12 億 | 10.35% | −128,600−16.0% | 減碼 |
| Geode Capital Management, LLC | 555,514 | $9,305 萬 | 0.01% | −39,571−6.6% | 減碼 |
| Invesco Ltd. | 522,083 | $8,743 萬 | 0.02% | +200,033+62.1% | 加碼 |
| Allianz Asset Management GmbH | 496,073 | $8,308 萬 | 0.14% | −15,885−3.1% | 減碼 |
| Channing Capital Management, LLC | 433,386 | $7,258 萬 | 1.95% | −41,156−8.7% | 減碼 |
| Norges Bank | 407,297 | $6,821 萬 | 0.01% | −30,050−6.9% | 減碼 |
| Charles Schwab Investment Management Inc | 357,772 | $5,992 萬 | 0.01% | +7,388+2.1% | 加碼 |
| Bank of New York Mellon Corp | 348,201 | $5,831 萬 | 0.01% | −41,027−10.5% | 減碼 |
| LGT Capital Partners Ltd. | 346,330 | $5,800 萬 | 1.81% | −47,000−11.9% | 減碼 |
| Spyglass Capital Management LLC | 328,745 | $5,505 萬 | 3.67% | −13,395−3.9% | 減碼 |
| Bruni J V & Co | 308,768 | $5,171 萬 | 6.14% | −3,500−1.1% | 減碼 |
| Northern Trust Corp | 303,940 | $5,090 萬 | 0.01% | +5,300+1.8% | 加碼 |
| Marshall Wace, LLP | 286,248 | $4,794 萬 | 0.08% | −52,401−15.5% | 減碼 |
| Qube Research & Technologies Ltd | 245,513 | $4,112 萬 | 0.07% | +110,616+82.0% | 加碼 |
| LSV Asset Management | 238,504 | $3,994 萬 | 0.08% | +23,454+10.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 237,413 | $3,976 萬 | 0.05% | −63,830−21.2% | 減碼 |
| Citadel Advisors LLC | 218,963 | $3,667 萬 | 0.04% | −142,872−39.5% | 減碼 |
| Raymond James & Associates | 214,133 | $3,586 萬 | 0.02% | −24,752−10.4% | 減碼 |
| JPMorgan Chase & Co | 183,788 | $3,078 萬 | 0.00% | +4,958+2.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 177,530 | $2,973 萬 | 0.13% | +47,239+36.3% | 加碼 |
| New York State Common Retirement Fund | 171,690 | $2,875 萬 | 0.04% | +10,315+6.4% | 加碼 |
| Bank of America Corp | 148,049 | $2,479 萬 | 0.00% | −13,414−8.3% | 減碼 |
| Goldman Sachs Group Inc | 132,011 | $2,211 萬 | 0.00% | −6,414−4.6% | 減碼 |
| First Trust Advisors LP | 128,593 | $2,154 萬 | 0.02% | −4,361−3.3% | 減碼 |
| Bridgewater Associates, LP | 127,476 | $2,135 萬 | 0.11% | +116+0.1% | 加碼 |
| Principal Financial Group Inc | 127,342 | $2,133 萬 | 0.01% | +3,148+2.5% | 加碼 |
| Assenagon Asset Management S.A. | 115,433 | $1,933 萬 | 0.05% | −32,810−22.1% | 減碼 |
| Macquarie Group Ltd | 107,446 | $1,799 萬 | 0.02% | −2,370−2.2% | 減碼 |
| Reinhart Partners, Inc. | 107,339 | $1,798 萬 | 0.73% | −4,971−4.4% | 減碼 |
| Retirement Systems of Alabama | 104,939 | $1,757 萬 | 0.07% | +111+0.1% | 加碼 |
| Rhumbline Advisers | 102,256 | $1,712 萬 | 0.02% | −5,173−4.8% | 減碼 |
| North Star Asset Management Inc | 99,817 | $1,672 萬 | 0.79% | +2,343+2.4% | 加碼 |
| Millennium Management LLC | 96,684 | $1,619 萬 | 0.01% | −209,061−68.4% | 減碼 |
| Nuveen Asset Management, LLC | 92,710 | $1,553 萬 | 0.00% | −5,725−5.8% | 減碼 |
| Man Group plc | 91,060 | $1,525 萬 | 0.04% | +6,848+8.1% | 加碼 |
| Basswood Capital Management, L.L.C. | 90,481 | $1,515 萬 | 0.88% | +90,481 | 新進 |
| UBS Asset Management Americas Inc | 87,690 | $1,469 萬 | 0.01% | +3,058+3.6% | 加碼 |
| Point72 Asset Management, L.P. | 80,857 | $1,354 萬 | 0.04% | +80,857 | 新進 |
| Penn Capital Management Co Inc | 80,452 | $1,352 萬 | 1.20% | +26,384+48.8% | 加碼 |
| Russell Investments Group, Ltd. | 78,279 | $1,311 萬 | 0.02% | +789+1.0% | 加碼 |
| Franklin Resources Inc | 73,582 | $1,232 萬 | 0.00% | +26,749+57.1% | 加碼 |
| Cambria Investment Management, L.P. | 73,134 | $1,225 萬 | 0.73% | +10,225+16.3% | 加碼 |
| California Public Employees Retirement System | 72,883 | $1,221 萬 | 0.01% | −3,274−4.3% | 減碼 |
| Prana Capital Management, LP | 71,032 | $1,190 萬 | 0.53% | −5,774−7.5% | 減碼 |
| Wallace Capital Management Inc. | 70,306 | $1,177 萬 | 1.61% | −1,252−1.7% | 減碼 |
| Price T Rowe Associates Inc | 69,919 | $1,171 萬 | 0.00% | +2,190+3.2% | 加碼 |
| Wells Fargo & Company | 68,073 | $1,140 萬 | 0.00% | −2,774−3.9% | 減碼 |
| Fisher Asset Management, LLC | 67,459 | $1,130 萬 | 0.01% | +4,539+7.2% | 加碼 |
| Swiss National Bank | 66,700 | $1,117 萬 | 0.01% | −2,400−3.5% | 減碼 |
| Polar Capital Holdings Plc | 66,116 | $1,107 萬 | 0.07% | −865−1.3% | 減碼 |
| Parkwood LLC | 66,107 | $1,107 萬 | 1.17% | +7,342+12.5% | 加碼 |
| Alliancebernstein L.P. | 62,086 | $1,040 萬 | 0.00% | +4,985+8.7% | 加碼 |
| Credit Suisse AG | 62,051 | $1,039 萬 | 0.01% | +366+0.6% | 加碼 |
| Renaissance Technologies LLC | 56,700 | $949.6 萬 | 0.01% | −48,300−46.0% | 減碼 |
| Legal & General Group Plc | 52,305 | $876.0 萬 | 0.00% | +384+0.7% | 加碼 |
| Los Angeles Capital Management LLC | 52,043 | $871.6 萬 | 0.03% | +924+1.8% | 加碼 |
| New York State Teachers Retirement System | 51,901 | $869.2 萬 | 0.02% | −300−0.6% | 減碼 |
| Algert Global LLC | 51,048 | $854.9 萬 | 0.33% | +2,120+4.3% | 加碼 |
| UBS Group AG | 48,580 | $813.6 萬 | 0.00% | +1,400+3.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 48,189 | $807.0 萬 | 0.06% | +567+1.2% | 加碼 |
| SEI Investments Co | 48,185 | $806.9 萬 | 0.01% | +13,968+40.8% | 加碼 |
| Ameriprise Financial Inc | 46,877 | $784.9 萬 | 0.00% | −956−2.0% | 減碼 |
| American International Group, Inc. | 44,750 | $749.4 萬 | 0.03% | −925−2.0% | 減碼 |
| Deutsche Bank AG | 42,901 | $718.5 萬 | 0.00% | −1,335−3.0% | 減碼 |
| Nordea Investment Management AB | 42,700 | $715.5 萬 | 0.01% | −704−1.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 41,923 | $702.1 萬 | 0.08% | −37,777−47.4% | 減碼 |
| Barclays PLC | 40,522 | $678.6 萬 | 0.00% | +4,228+11.6% | 加碼 |
| Storebrand Asset Management AS | 40,408 | $676.7 萬 | 0.02% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,184 | $673.0 萬 | 0.01% | +40,184 | 新進 |
| AXA S.A. | 40,036 | $670.5 萬 | 0.02% | 00.0% | 不變 |
| Victory Capital Management Inc | 39,748 | $665.7 萬 | 0.01% | +904+2.3% | 加碼 |
| Truist Financial Corp | 38,353 | $642.3 萬 | 0.01% | +353+0.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 45,074 | $641.9 萬 | 0.02% | +13,206+41.4% | 加碼 |
| Envestnet Asset Management Inc | 35,846 | $600.3 萬 | 0.00% | −6,141−14.6% | 減碼 |
| Calamos Advisors LLC | 35,430 | $593.3 萬 | 0.03% | 00.0% | 不變 |
| California State Teachers Retirement System | 34,196 | $572.7 萬 | 0.01% | −3,192−8.5% | 減碼 |
| Voya Investment Management LLC | 33,779 | $565.7 萬 | 0.01% | +2,292+7.3% | 加碼 |
| State of Wisconsin Investment Board | 33,628 | $563.2 萬 | 0.01% | −189−0.6% | 減碼 |
| Treasurer of the State of North Carolina | 32,945 | $551.7 萬 | 0.02% | −398−1.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,618 | $546.3 萬 | 0.02% | −9,758−23.0% | 減碼 |
| Texas Permanent School Fund | 29,589 | $495.5 萬 | 0.04% | +383+1.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 28,787 | $482.1 萬 | 0.00% | +1,586+5.8% | 加碼 |
| Assetmark, Inc | 28,090 | $470.4 萬 | 0.02% | −14,632−34.2% | 減碼 |
| Pinebridge Investments, L.P. | 27,804 | $465.6 萬 | 0.04% | +27,804 | 新進 |
| Great West Life Assurance Co | 27,367 | $458.2 萬 | 0.01% | +668+2.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 26,000 | $435.4 萬 | 0.02% | 00.0% | 不變 |
| Danske Bank A/S | 25,408 | $425.5 萬 | 0.01% | +25,408 | 新進 |
| Holocene Advisors, LP | 25,056 | $419.6 萬 | 0.02% | +862+3.6% | 加碼 |
| Martingale Asset Management L P | 24,672 | $413.2 萬 | 0.08% | +24,672 | 新進 |
| State of Tennessee, Treasury Department | 24,537 | $410.9 萬 | 0.02% | +1,592+6.9% | 加碼 |