Affiliated Managers GroupAMG
13F holders, Q4 2024 (December 31)408holders −14
35new positions
54sold out
9famous investors
$183.74avg. 13F price*
At the end of Q4 2024, 408 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, down 14 from Q3 2024. 35 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($593.9M), BlackRock, Inc. ($549.1M) and Morgan Stanley ($421.6M). 9 famous investors held it, including John W. Rogers Jr. (2.8% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $41.8M |
| Exits | 54 | $71.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,984,269 shares bought and 2,039,389 shares sold, net −55,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 408 holders
| Vanguard Group Inc. | 0.01% | Add +1.0% | 3,211,846 | $593.9M |
| BlackRock, Inc. | 0.01% | Add +1.8% | 2,969,421 | $549.1M |
| Morgan Stanley | 0.03% | Reduce -3.7% | 2,279,932 | $421.6M |
| Clarkston Capital Partners, LLC | 5.57% | Reduce -11.4% | 1,572,189 | $290.7M |
| Ariel Investments | 2.81% | Reduce -1.9% | 1,423,927 | $263.3M |
| Boston Partners | 0.27% | Add +46.1% | 1,184,130 | $219.0M |
| State Street Corp. | 0.01% | Add +1.0% | 1,022,603 | $189.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.7% | 761,198 | $140.8M |
| Southeastern Asset Management Inc. | 6.13% | Reduce -3.1% | 702,487 | $129.9M |
| Lyrical Asset Management LP | 1.69% | Reduce -1.1% | 618,158 | $114.3M |
| Fuller & Thaler Asset Management, Inc. | 0.39% | Reduce -0.7% | 554,109 | $102.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.9% | 521,502 | $96.5M |
| Channing Capital Management, LLC | 2.54% | Add +5.5% | 514,580 | $95.2M |
| LSV Asset Management | 0.18% | Add +79.1% | 423,994 | $78.4M |
| Kiltearn Partners LLP | 11.64% | Reduce -18.0% | 380,814 | $70.4M |
| Norges Bank | 0.01% | Reduce -3.5% | 371,422 | $68.7M |
| Citadel Advisors | 0.06% | Reduce -17.0% | 351,029 | $64.9M |
| Northern Trust Corp. | 0.01% | Add +8.4% | 349,611 | $64.7M |
| Allianz Asset Management GmbH | 0.09% | Reduce -3.1% | 343,685 | $63.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 331,106 | $61.2M |
| Millennium Management | 0.05% | Add +118.3% | 305,497 | $56.5M |
| Bruni J V & Co. | 6.32% | Reduce -0.3% | 301,845 | $55.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.4% | 280,959 | $52.0M |
| LGT Capital Partners LTD. | 1.93% | Reduce -13.8% | 274,018 | $50.7M |
| Invesco Ltd. | 0.01% | Add +3.7% | 267,786 | $49.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +186.9% | 227,296 | $42.0M |
| First Trust Advisors LP | 0.04% | Add +69.7% | 217,571 | $40.2M |
| FMR LLC | 0.00% | Reduce -6.2% | 213,400 | $39.5M |
| New York State Common Retirement Fund | 0.05% | Add +4.0% | 192,524 | $35.6M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 186,030 | $34.4M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Add +1.6% | 171,215 | $31.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.1% | 164,116 | $30.3M |
| Fisher Asset Management | 0.01% | Add +84.3% | 156,210 | $28.9M |
| Raymond James Financial Inc. | 0.01% | — | 155,839 | $28.8M |
| UBS Group AG | 0.01% | Add +102.3% | 139,567 | $25.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +210.3% | 135,471 | $25.1M |
| Basswood Capital Management, L.L.C. | 1.34% | Reduce -5.9% | 124,241 | $23.0M |
| Victory Capital Management Inc. | 0.02% | Add +4.8% | 118,627 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.5% | 111,925 | $20.7M |
| Great Lakes Advisors, LLC | 0.17% | Reduce -3.4% | 109,987 | $20.3M |
| Algert Global LLC | 0.45% | Add +9.6% | 104,339 | $19.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -19.0% | 102,054 | $18.9M |
| North Star Asset Management Inc. | 0.83% | Add +0.6% | 101,921 | $18.8M |
| Retirement Systems of Alabama | 0.07% | Add +0.5% | 99,237 | $18.4M |
| Barclays PLC | 0.01% | Add +17.4% | 89,814 | $16.6M |
| Macquarie Group Ltd. | 0.02% | Reduce -13.6% | 88,596 | $16.4M |
| Rhumbline Advisers | 0.01% | Reduce -2.7% | 85,533 | $15.8M |
| Franklin Resources Inc. | 0.00% | Reduce -19.0% | 82,543 | $15.3M |
| Goodman Financial Corp | 3.14% | Add +0.7% | 79,505 | $14.7M |
| Penn Capital Management Company, LLC | 1.44% | Reduce -11.8% | 79,408 | $14.7M |
| Los Angeles Capital Management LLC | 0.06% | Reduce -21.7% | 78,369 | $14.5M |
| Reinhart Partners, Llc. | 0.53% | Reduce -16.5% | 74,834 | $13.8M |
| Cambria Investment Management, L.P. | 0.82% | Add +1.8% | 72,550 | $13.4M |
| D. E. Shaw & Co. | 0.02% | Reduce -51.0% | 70,122 | $13.0M |
| Bridgewater Associates | 0.06% | Reduce -11.9% | 69,885 | $12.9M |
| Principal Financial Group Inc. | 0.01% | Add +0.2% | 69,283 | $12.8M |
| California Public Employees Retirement System | 0.01% | Reduce -10.5% | 67,990 | $12.6M |
| Wallace Capital Management Inc. | 1.72% | Reduce -2.0% | 67,979 | $12.6M |
| Man Group plc | 0.04% | Reduce -24.9% | 66,987 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 62,620 | $11.6M |
| Swiss National Bank | 0.01% | Reduce -5.8% | 58,600 | $10.8M |
| Polar Capital Holdings Plc | 0.06% | Reduce -36.1% | 56,532 | $10.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -22.8% | 56,204 | $10.4M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -52.9% | 52,642 | $9.7M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -34.5% | 52,386 | $9.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -61.2% | 51,513 | $9.5M |
| American Century Companies Inc. | 0.01% | Add +531.1% | 51,002 | $9.4M |
| Callodine Capital Management, LP | 1.91% | Add +300.0% | 50,000 | $9.2M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -0.4% | 49,128 | $9.1M |
| Deutsche Bank AG | 0.00% | Add +0.2% | 47,612 | $8.8M |
| Sei Investments Co. | 0.01% | Reduce -27.6% | 47,519 | $8.8M |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 47,444 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -54.5% | 45,400 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 45,366 | $8.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.0% | 45,338 | $8.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 43,898 | $8.1M |
| Nordea Investment Management AB | 0.01% | Add +6.0% | 43,018 | $8.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -10.5% | 41,198 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -21.1% | 39,532 | $7.3M |
| Storebrand Asset Management As | 0.02% | Reduce -2.6% | 38,578 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.8% | 37,810 | $7.0M |
| Calamos Advisors LLC | 0.04% | No change | 35,430 | $6.6M |
| Corebridge Financial, Inc. | 0.03% | Reduce -3.0% | 34,195 | $6.3M |
| Public Employees Retirement System of Ohio | 0.02% | New | 33,465 | $6.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.3% | 29,860 | $5.5M |
| SG Americas Securities, LLC | 0.02% | Add +358.5% | 29,558 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +0.7% | 28,717 | $5.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.6% | 27,856 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -8.8% | 27,855 | $5.2M |
| North Reef Capital Management LP | 0.23% | New | 27,386 | $5.1M |
| Sterling Capital Management LLC | 0.07% | Add +1.6% | 26,521 | $4.9M |
| Schroder Investment Management Group | 0.00% | New | 24,989 | $4.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $4.6M |
| GMO | 0.01% | Add +2.3% | 24,222 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 23,993 | $4.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.3% | 23,538 | $4.4M |
| Citigroup Inc. | 0.00% | Add +2.8% | 23,009 | $4.3M |
| Nicola Wealth Management LTD. | 0.40% | New | 16,000 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +61.2% | 22,376 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Add +18.0% | 21,569 | $4.0M |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.