Affiliated Managers GroupAMG
13F holders, Q1 2025 (March 31)396holders −12
33new positions
48sold out
9famous investors
$168.01avg. 13F price*
At the end of Q1 2025, 396 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, down 12 from Q4 2024. 33 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($503.2M), BlackRock, Inc. ($493.3M) and Morgan Stanley ($385.6M). 9 famous investors held it, including John W. Rogers Jr. (2.8% of Ariel Investments's portfolio), Israel Englander (0.2% of Millennium Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $20.1M |
| Exits | 48 | $53.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,538,610 shares bought and 2,186,516 shares sold, net −647,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Vanguard Group Inc. | 0.01% | Reduce -6.8% | 2,994,549 | $503.2M |
| BlackRock, Inc. | 0.01% | Reduce -1.1% | 2,935,775 | $493.3M |
| Morgan Stanley | 0.03% | Add +0.6% | 2,294,529 | $385.6M |
| Clarkston Capital Partners, LLC | 5.26% | Add +0.8% | 1,585,324 | $266.4M |
| Ariel Investments | 2.78% | Reduce -1.2% | 1,407,151 | $236.4M |
| Millennium Management | 0.21% | Add +314.3% | 1,265,655 | $212.7M |
| Boston Partners | 0.23% | Reduce -2.5% | 1,154,791 | $194.0M |
| State Street Corp. | 0.01% | Reduce -2.4% | 997,930 | $167.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -6.8% | 709,366 | $119.2M |
| Lyrical Asset Management LP | 1.55% | Reduce -1.9% | 606,249 | $101.9M |
| Fuller & Thaler Asset Management, Inc. | 0.36% | Add +0.2% | 555,231 | $93.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 542,693 | $91.2M |
| Southeastern Asset Management Inc. | 4.30% | Reduce -31.7% | 479,771 | $80.6M |
| LSV Asset Management | 0.19% | Add +10.4% | 468,084 | $78.7M |
| Channing Capital Management, LLC | 2.25% | Reduce -13.7% | 444,192 | $74.6M |
| Northern Trust Corp. | 0.01% | Add +10.2% | 385,292 | $64.7M |
| Citadel Advisors | 0.06% | Add +1.1% | 354,831 | $59.6M |
| Norges Bank | 0.01% | Reduce -5.0% | 352,676 | $59.3M |
| Kiltearn Partners LLP | 10.43% | Reduce -14.5% | 325,614 | $54.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.8% | 318,466 | $53.5M |
| Allianz Asset Management GmbH | 0.08% | Reduce -9.9% | 309,527 | $52.0M |
| Bruni J V & Co. | 5.81% | Reduce -1.4% | 297,598 | $50.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 277,149 | $46.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.5% | 232,981 | $39.1M |
| FMR LLC | 0.00% | Reduce -5.1% | 202,591 | $34.0M |
| First Trust Advisors LP | 0.03% | Reduce -8.7% | 198,634 | $33.4M |
| LGT Capital Partners LTD. | 1.47% | Reduce -28.1% | 197,118 | $33.1M |
| Bank of America Corp. | 0.00% | Add +5.7% | 196,567 | $33.0M |
| Fisher Asset Management | 0.01% | Add +8.1% | 168,783 | $28.4M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -3.2% | 165,710 | $27.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 146,600 | $24.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.6% | 141,733 | $23.8M |
| Victory Capital Management Inc. | 0.02% | Add +13.7% | 134,816 | $22.7M |
| Invesco Ltd. | 0.00% | Reduce -49.8% | 134,384 | $22.6M |
| New York State Common Retirement Fund | 0.03% | Reduce -34.6% | 125,970 | $21.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.8% | 125,048 | $21.0M |
| UBS Group AG | 0.00% | Reduce -13.6% | 120,659 | $20.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.3% | 113,353 | $19.0M |
| Great Lakes Advisors, LLC | 0.16% | Reduce -3.4% | 106,270 | $17.9M |
| North Star Asset Management Inc. | 0.78% | Add +0.2% | 102,144 | $17.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.1% | 98,094 | $16.5M |
| Nuveen, LLC | 0.00% | — | 95,577 | $16.1M |
| Macquarie Group Ltd. | 0.02% | Reduce -0.6% | 88,070 | $14.8M |
| Barclays PLC | 0.01% | Reduce -2.0% | 87,988 | $14.8M |
| Rhumbline Advisers | 0.01% | Reduce -4.3% | 81,856 | $13.8M |
| Bridgewater Associates | 0.06% | Add +16.1% | 81,114 | $13.6M |
| Goodman Financial Corp | 2.93% | Add +1.6% | 80,806 | $13.6M |
| Basswood Capital Management, L.L.C. | 0.75% | Reduce -36.4% | 79,041 | $13.3M |
| Brandywine Global Investment Management, LLC | 0.09% | Add +55.3% | 76,293 | $12.8M |
| Los Angeles Capital Management LLC | 0.06% | Reduce -5.3% | 74,213 | $12.5M |
| Reinhart Partners, Llc. | 0.43% | Reduce -6.1% | 70,243 | $11.8M |
| Algert Global LLC | 0.29% | Reduce -33.6% | 69,240 | $11.6M |
| Man Group plc | 0.04% | Add +1.8% | 68,222 | $11.5M |
| Wallace Capital Management Inc. | 1.45% | Reduce -0.7% | 67,495 | $11.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.8% | 67,381 | $11.3M |
| California Public Employees Retirement System | 0.01% | Reduce -1.4% | 67,069 | $11.3M |
| Cambria Investment Management, L.P. | 0.77% | Reduce -9.2% | 65,851 | $11.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.4% | 59,236 | $10.0M |
| Swiss National Bank | 0.01% | No change | 58,600 | $9.8M |
| Deutsche Bank AG | 0.00% | Add +16.8% | 55,611 | $9.3M |
| Verition Fund Management LLC | 0.05% | Add +4499.1% | 54,591 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.4% | 53,727 | $9.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -24.1% | 53,243 | $8.9M |
| Franklin Resources Inc. | 0.00% | Reduce -36.0% | 52,872 | $8.9M |
| Wells Fargo & Company | 0.00% | Reduce -16.1% | 52,505 | $8.8M |
| North Reef Capital Management LP | 0.36% | Add +82.6% | 50,000 | $8.4M |
| Sei Investments Co. | 0.01% | Add +2.4% | 48,666 | $8.2M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 48,565 | $8.2M |
| Renaissance Technologies | 0.01% | Add +3.5% | 47,000 | $7.9M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -17.8% | 43,289 | $7.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -1.5% | 43,228 | $7.3M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -5.5% | 42,847 | $7.2M |
| Nordea Investment Management AB | 0.01% | Reduce -1.7% | 42,294 | $7.0M |
| Polar Capital Holdings Plc | 0.04% | Reduce -31.1% | 38,944 | $6.5M |
| Storebrand Asset Management As | 0.02% | No change | 38,578 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.0% | 37,936 | $6.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -9.9% | 37,098 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 36,603 | $6.2M |
| Calamos Advisors LLC | 0.04% | No change | 35,430 | $6.0M |
| Corebridge Financial, Inc. | 0.03% | Reduce -5.5% | 32,319 | $5.4M |
| State of Wisconsin Investment Board | 0.01% | Add +1.1% | 30,202 | $5.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -11.6% | 29,579 | $5.0M |
| Voya Investment Management LLC | 0.01% | Add +52.2% | 28,703 | $4.8M |
| Assetmark, Inc. | 0.01% | Reduce -0.5% | 28,571 | $4.8M |
| HRT Financial LP | 0.03% | Add +1558.4% | 27,596 | $4.6M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 27,544 | $4.6M |
| Sterling Capital Management LLC | 0.07% | Reduce -0.8% | 26,301 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.4% | 26,081 | $4.4M |
| Invenomic Capital Management LP | 0.22% | New | 25,954 | $4.4M |
| GMO | 0.01% | Add +4.7% | 25,365 | $4.3M |
| Quantinno Capital Management LP | 0.03% | Add +70.4% | 25,056 | $4.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $4.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 23,538 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.8% | 23,093 | $3.9M |
| Nicola Wealth Management LTD. | 0.36% | Add +37.5% | 22,000 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -12.3% | 19,631 | $3.3M |
| Amundi | 0.00% | Add +1.1% | 20,542 | $3.2M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -0.1% | 18,435 | $3.1M |
| Poehling Capital Management, INC. | 0.78% | Reduce -0.3% | 18,404 | $3.1M |
| Bank of Montreal | 0.00% | Add +2.9% | 18,350 | $3.1M |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.