Affiliated Managers GroupAMG

13F holders, Q2 2025 (June 30)
433holders +37
81new positions
43sold out
11famous investors
$196.77avg. 13F price*

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

0200400600 Q1 2024: 403Q1 2024Q2 2024: 406Q2 2024Q3 2024: 422Q3 2024Q4 2024: 408Q4 2024Q1 2025: 396Q1 2025Q2 2025: 433Q2 2025Q3 2025: 450Q3 2025Q4 2025: 511Q4 2025Q1 2026: 548Q1 2026Q2 2026: 566Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions81$81.5M
Exits43$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.

Show all 433 holders