Affiliated Managers GroupAMG
13F holders, Q3 2024 (September 30)422holders +16
55new positions
41sold out
9famous investors
$177.84avg. 13F price*
At the end of Q3 2024, 422 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 16 from Q2 2024. 55 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($565.5M), BlackRock, Inc. ($518.6M) and Morgan Stanley ($420.9M). 9 famous investors held it, including John W. Rogers Jr. (2.6% of Ariel Investments's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Affiliated Managers Group
- CUSIP
- 008252108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $63.3M |
| Exits | 41 | $63.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,524,572 shares bought and 2,283,213 shares sold, net −758,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| Vanguard Group Inc. | 0.01% | Reduce -8.4% | 3,180,503 | $565.5M |
| BlackRock, Inc. | 0.01% | — | 2,916,774 | $518.6M |
| Morgan Stanley | 0.03% | Add +6.9% | 2,367,513 | $420.9M |
| Clarkston Capital Partners, LLC | 5.80% | Reduce -2.9% | 1,775,252 | $315.6M |
| Ariel Investments | 2.64% | Add +0.7% | 1,452,161 | $258.2M |
| State Street Corp. | 0.01% | Reduce -1.8% | 1,012,338 | $180.0M |
| Boston Partners | 0.17% | Add +12.4% | 810,434 | $144.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -5.3% | 782,051 | $139.0M |
| Southeastern Asset Management Inc. | 5.83% | Reduce -8.9% | 724,829 | $128.9M |
| Lyrical Asset Management LP | 1.62% | Reduce -6.6% | 625,248 | $111.2M |
| Fuller & Thaler Asset Management, Inc. | 0.39% | Add +34.6% | 558,215 | $99.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -3.1% | 526,041 | $93.6M |
| Channing Capital Management, LLC | 2.22% | Add +9.1% | 487,926 | $86.8M |
| Kiltearn Partners LLP | 11.23% | Reduce -16.1% | 464,514 | $82.6M |
| Citadel Advisors | 0.08% | Reduce -6.9% | 422,698 | $75.2M |
| Norges Bank | 0.01% | Reduce -0.1% | 384,900 | $68.4M |
| Allianz Asset Management GmbH | 0.10% | Reduce -3.3% | 354,590 | $63.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.2% | 328,842 | $58.5M |
| Northern Trust Corp. | 0.01% | Add +1.8% | 322,621 | $57.4M |
| LGT Capital Partners LTD. | 1.97% | Reduce -3.8% | 317,930 | $56.5M |
| Bruni J V & Co. | 6.00% | Reduce -1.5% | 302,895 | $53.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.9% | 293,841 | $52.2M |
| Invesco Ltd. | 0.01% | Add +23.8% | 258,161 | $45.9M |
| LSV Asset Management | 0.09% | Reduce -1.6% | 236,704 | $42.1M |
| FMR LLC | 0.00% | Reduce -57.8% | 227,501 | $40.4M |
| Bank of America Corp. | 0.00% | Add +15.3% | 193,102 | $34.3M |
| New York State Common Retirement Fund | 0.04% | Add +6.7% | 185,147 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 176,730 | $31.4M |
| Jacobs Levy Equity Management, Inc. | 0.12% | Reduce -15.3% | 168,530 | $30.0M |
| Raymond James & Associates | 0.02% | Reduce -29.4% | 165,570 | $29.4M |
| D. E. Shaw & Co. | 0.04% | Reduce -26.8% | 143,218 | $25.5M |
| Millennium Management | 0.02% | Add +34.2% | 139,953 | $24.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.2% | 135,655 | $24.1M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -28.5% | 132,719 | $23.6M |
| Basswood Capital Management, L.L.C. | 1.21% | Add +22.7% | 131,981 | $23.5M |
| First Trust Advisors LP | 0.02% | Reduce -2.4% | 128,176 | $22.8M |
| Nuveen Asset Management, LLC | 0.01% | Add +7.3% | 125,938 | $22.4M |
| Great Lakes Advisors, LLC | 0.17% | New | 113,802 | $20.2M |
| Victory Capital Management Inc. | 0.02% | Add +13.9% | 113,191 | $20.1M |
| Voloridge Investment Management, LLC | 0.07% | Add +34.0% | 111,678 | $19.9M |
| Franklin Resources Inc. | 0.01% | Add +18.3% | 101,913 | $19.4M |
| Macquarie Group Ltd. | 0.02% | Reduce -1.1% | 102,546 | $18.2M |
| North Star Asset Management Inc. | 0.81% | Add +1.3% | 101,338 | $18.0M |
| Los Angeles Capital Management LLC | 0.07% | Add +70.6% | 100,072 | $17.8M |
| Renaissance Technologies | 0.03% | Add +10.6% | 99,800 | $17.7M |
| Retirement Systems of Alabama | 0.07% | Reduce -3.1% | 98,702 | $17.5M |
| Algert Global LLC | 0.46% | Add +6.7% | 95,227 | $16.9M |
| Penn Capital Management Company, LLC | 1.49% | Add +5.7% | 90,046 | $16.1M |
| Reinhart Partners, Llc. | 0.60% | Reduce -8.6% | 89,574 | $15.9M |
| Man Group plc | 0.05% | Reduce -33.1% | 89,180 | $15.9M |
| Polar Capital Holdings Plc | 0.08% | Add +35.2% | 88,532 | $15.7M |
| Rhumbline Advisers | 0.01% | Reduce -4.0% | 87,885 | $15.6M |
| Jane Street Group, LLC | 0.02% | Reduce -28.8% | 84,852 | $15.1M |
| Fisher Asset Management | 0.01% | Add +18.9% | 84,752 | $15.1M |
| Assenagon Asset Management S.A. | 0.03% | Add +43.2% | 79,951 | $14.2M |
| Bridgewater Associates | 0.08% | Add +25.3% | 79,326 | $14.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.7% | 79,217 | $14.1M |
| Goodman Financial Corp | 3.13% | New | 78,937 | $14.0M |
| Prana Capital Management, LP | 0.63% | Add +46.0% | 76,912 | $13.7M |
| Barclays PLC | 0.01% | Add +261.0% | 76,488 | $13.6M |
| California Public Employees Retirement System | 0.01% | Add +1.5% | 75,973 | $13.5M |
| HRT Financial LP | 0.07% | Add +20.4% | 74,858 | $13.3M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -4.7% | 72,828 | $12.9M |
| Cambria Investment Management, L.P. | 0.76% | Reduce -1.8% | 71,302 | $12.7M |
| Bank of Montreal | 0.01% | Add +328.2% | 70,457 | $12.4M |
| Wallace Capital Management Inc. | 1.67% | Reduce -0.7% | 69,370 | $12.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -34.8% | 69,143 | $12.3M |
| UBS Group AG | 0.00% | Add +7.3% | 68,988 | $12.3M |
| Sei Investments Co. | 0.02% | Add +45.3% | 65,589 | $11.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 62,223 | $11.1M |
| Swiss National Bank | 0.01% | Reduce -2.7% | 62,200 | $11.1M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -1.9% | 49,338 | $9.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -12.1% | 50,092 | $8.9M |
| Legal & General Group Plc | 0.00% | Reduce -3.2% | 48,903 | $8.7M |
| Deutsche Bank AG | 0.00% | Add +10.9% | 47,498 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.9% | 46,415 | $8.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -5.6% | 46,009 | $8.2M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -0.1% | 44,894 | $8.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -67.1% | 43,652 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.5% | 41,009 | $7.3M |
| AXA S.A. | 0.02% | Add +2.1% | 40,886 | $7.3M |
| Nordea Investment Management AB | 0.01% | Reduce -3.7% | 40,570 | $7.1M |
| Storebrand Asset Management As | 0.02% | Reduce -1.5% | 39,616 | $7.0M |
| Calamos Advisors LLC | 0.04% | No change | 35,430 | $6.3M |
| Corebridge Financial, Inc. | 0.03% | Reduce -12.5% | 35,269 | $6.3M |
| Campbell & CO Investment Adviser LLC | 0.42% | Add +48.1% | 31,694 | $5.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.5% | 31,190 | $5.5M |
| California State Teachers Retirement System | 0.01% | Reduce -4.7% | 30,561 | $5.4M |
| Martingale Asset Management L P | 0.12% | Add +1.6% | 29,990 | $5.3M |
| Assetmark, Inc. | 0.01% | Add +0.8% | 28,508 | $5.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.1% | 28,314 | $5.0M |
| Engineers Gate Manager LP | 0.09% | Reduce -48.0% | 26,863 | $4.8M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -33.3% | 26,731 | $4.8M |
| CX Institutional | 0.21% | New | 26,224 | $4.7M |
| Sterling Capital Management LLC | 0.06% | — | 26,095 | $4.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -46.0% | 24,858 | $4.4M |
| Amundi | 0.00% | Add +19.9% | 24,557 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.8% | 24,131 | $4.3M |
| GMO | 0.01% | Reduce -8.9% | 23,675 | $4.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 23,608 | $4.2M |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.