Affiliated Managers GroupAMG
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 433 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 37 from Q1 2025. 81 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($555.4M), Vanguard Group Inc. ($553.3M) and Morgan Stanley ($397.0M). 11 famous investors held it, including John W. Rogers Jr. (3.0% of Ariel Investments's portfolio), Israel Englander (0.3% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Affiliated Managers Group
- CUSIP
- 008252108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $81.5M |
| Exits | 43 | $61.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,760,404 shares bought and 2,612,619 shares sold, net −852,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 433 holders
| BlackRock, Inc. | 0.01% | Reduce -3.9% | 2,822,700 | $555.4M |
| Vanguard Group Inc. | 0.01% | Reduce -6.1% | 2,812,114 | $553.3M |
| Morgan Stanley | 0.03% | Reduce -12.1% | 2,017,494 | $397.0M |
| Millennium Management | 0.29% | Add +24.0% | 1,569,326 | $308.8M |
| Clarkston Capital Partners, LLC | 6.00% | Reduce -9.5% | 1,435,354 | $282.4M |
| Ariel Investments | 3.02% | Reduce -3.7% | 1,355,075 | $266.6M |
| Boston Partners | 0.25% | Reduce -1.9% | 1,133,127 | $223.0M |
| State Street Corp. | 0.01% | Reduce -1.7% | 980,889 | $193.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.7% | 676,225 | $133.1M |
| Citadel Advisors | 0.11% | Add +80.3% | 639,788 | $125.9M |
| Fuller & Thaler Asset Management, Inc. | 0.41% | Add +2.8% | 570,857 | $112.3M |
| Lyrical Asset Management LP | 1.53% | Reduce -11.1% | 539,040 | $106.1M |
| Geode Capital Management, LLC | 0.01% | Reduce -7.1% | 504,358 | $99.3M |
| LSV Asset Management | 0.22% | Add +1.7% | 476,224 | $93.7M |
| Channing Capital Management, LLC | 2.36% | Reduce -3.1% | 430,464 | $84.7M |
| Norges Bank | 0.01% | Add +3.4% | 364,786 | $71.8M |
| Allianz Asset Management GmbH | 0.09% | Add +10.8% | 342,942 | $67.5M |
| Northern Trust Corp. | 0.01% | Reduce -13.0% | 335,151 | $65.9M |
| Balyasny Asset Management L.P. | 0.14% | Add +3811.8% | 311,383 | $61.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.2% | 311,367 | $61.3M |
| Kiltearn Partners LLP | 11.87% | Reduce -7.8% | 300,114 | $59.1M |
| Bruni J V & Co. | 6.08% | Reduce -1.3% | 293,735 | $57.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.7% | 255,779 | $50.3M |
| First Trust Advisors LP | 0.04% | Add +18.1% | 234,679 | $46.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.5% | 234,080 | $46.1M |
| FMR LLC | 0.00% | Reduce -8.2% | 185,985 | $36.6M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 184,640 | $36.3M |
| UBS Group AG | 0.01% | Add +47.1% | 177,441 | $34.9M |
| Fisher Asset Management | 0.01% | Reduce -0.2% | 168,374 | $33.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +13.1% | 160,277 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 138,865 | $27.3M |
| New York State Common Retirement Fund | 0.03% | Add +0.3% | 126,415 | $24.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.8% | 121,104 | $23.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.8% | 117,747 | $23.2M |
| Bridgewater Associates | 0.09% | Add +35.9% | 110,248 | $21.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -20.4% | 107,345 | $21.1M |
| North Star Asset Management Inc. | 0.85% | Reduce -0.1% | 102,081 | $20.1M |
| Holocene Advisors, LP | 0.05% | New | 100,953 | $19.9M |
| Jacobs Levy Equity Management, Inc. | 0.08% | Reduce -39.4% | 100,422 | $19.8M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.9% | 97,232 | $19.1M |
| Treasurer of the State of North Carolina | 0.06% | Add +124.5% | 96,177 | $18.9M |
| Barclays PLC | 0.01% | Add +7.8% | 94,843 | $18.7M |
| Macquarie Group Ltd. | 0.02% | Add +1.6% | 89,470 | $17.6M |
| Invesco Ltd. | 0.00% | Reduce -38.8% | 82,261 | $16.2M |
| Goodman Financial Corp | 3.25% | Add +1.8% | 82,256 | $16.2M |
| Rhumbline Advisers | 0.01% | Reduce -4.0% | 78,601 | $15.5M |
| Brandywine Global Investment Management, LLC | 0.11% | Reduce -1.3% | 75,336 | $14.8M |
| Man Group plc | 0.03% | Add +8.6% | 74,077 | $14.6M |
| Los Angeles Capital Management LLC | 0.05% | Reduce -1.7% | 72,965 | $14.4M |
| Nuveen, LLC | 0.00% | Reduce -28.2% | 68,586 | $13.5M |
| California Public Employees Retirement System | 0.01% | Add +0.3% | 67,234 | $13.2M |
| Wallace Capital Management Inc. | 1.80% | Reduce -0.6% | 67,085 | $13.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.4% | 64,442 | $12.7M |
| Reinhart Partners, Llc. | 0.43% | Reduce -8.3% | 64,410 | $12.7M |
| LGT Capital Partners LTD. | 0.54% | Reduce -68.6% | 61,815 | $12.2M |
| Sei Investments Co. | 0.01% | Add +24.7% | 60,672 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.3% | 58,721 | $11.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.7% | 57,648 | $11.3M |
| Cambria Investment Management, L.P. | 0.76% | Reduce -13.1% | 57,232 | $11.3M |
| Algert Global LLC | 0.24% | Reduce -17.4% | 57,220 | $11.3M |
| Swiss National Bank | 0.01% | Reduce -6.1% | 55,000 | $10.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 51,394 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Add +39.3% | 51,001 | $10.0M |
| Deutsche Bank AG | 0.00% | Reduce -8.4% | 50,932 | $10.0M |
| Quantinno Capital Management LP | 0.04% | Add +101.8% | 50,561 | $9.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 48,220 | $9.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -11.6% | 47,072 | $9.3M |
| Jane Street Group, LLC | 0.01% | Add +287.7% | 44,922 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -5.5% | 44,400 | $8.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +0.0% | 43,243 | $8.5M |
| Nordea Investment Management AB | 0.01% | Reduce -0.3% | 42,172 | $8.2M |
| Alliancebernstein L.P. | 0.00% | Add +7.7% | 40,853 | $8.0M |
| Polar Capital Holdings Plc | 0.04% | Add +1.4% | 39,473 | $7.8M |
| Storebrand Asset Management As | 0.02% | No change | 38,578 | $7.6M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.8% | 36,813 | $7.2M |
| Franklin Resources Inc. | 0.00% | Reduce -32.1% | 35,877 | $7.1M |
| Calamos Advisors LLC | 0.04% | No change | 35,430 | $7.0M |
| Point72 Asset Management | 0.01% | New | 29,800 | $5.9M |
| Assetmark, Inc. | 0.01% | Add +2.7% | 29,345 | $5.8M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.6% | 28,509 | $5.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.24% | Add +144.6% | 28,250 | $5.6M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 27,452 | $5.4M |
| Voya Investment Management LLC | 0.01% | Reduce -6.9% | 26,734 | $5.3M |
| Sterling Capital Management LLC | 0.07% | Add +0.8% | 26,504 | $5.2M |
| Zacks Investment Management | 0.04% | New | 26,211 | $5.2M |
| Moran Wealth Management, LLC | 0.16% | Add +54.2% | 25,650 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.8% | 24,818 | $4.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.6% | 23,408 | $4.6M |
| Interval Partners, LP | 0.10% | New | 22,616 | $4.5M |
| Invenomic Capital Management LP | 0.25% | Reduce -13.7% | 22,398 | $4.4M |
| Nicola Wealth Management LTD. | 0.41% | No change | 22,000 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.1% | 21,235 | $4.2M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | New | 20,183 | $4.0M |
| Amplius Wealth Advisors, LLC | 0.36% | Add +14.0% | 19,596 | $3.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | New | 19,476 | $3.8M |
| Freestone Grove Partners LP | 0.03% | New | 18,940 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 18,699 | $3.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -57.3% | 18,482 | $3.6M |
| Illinois Municipal Retirement Fund | 0.05% | Add +43.6% | 18,434 | $3.6M |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.