Affiliated Managers GroupAMG
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 450 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 17 from Q2 2025. 58 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($672.8M), Vanguard Group Inc. ($661.0M) and Morgan Stanley ($462.9M). 10 famous investors held it, including John W. Rogers Jr. (3.2% of Ariel Investments's portfolio), Israel Englander (0.2% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $136.6M |
| Exits | 36 | $33.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,889,582 shares bought and 1,887,477 shares sold, net +2,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| BlackRock, Inc. | 0.01% | Reduce -0.0% | 2,821,855 | $672.8M |
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 2,772,278 | $661.0M |
| Morgan Stanley | 0.03% | Reduce -3.8% | 1,941,518 | $462.9M |
| Ariel Investments | 3.22% | Reduce -6.7% | 1,263,824 | $301.3M |
| Clarkston Capital Partners, LLC | 6.33% | Reduce -14.1% | 1,232,333 | $293.8M |
| Boston Partners | 0.28% | Add +2.1% | 1,157,344 | $276.0M |
| Millennium Management | 0.20% | Reduce -35.2% | 1,017,113 | $242.5M |
| State Street Corp. | 0.01% | Reduce -1.8% | 963,708 | $229.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.2% | 684,116 | $163.1M |
| Citadel Advisors | 0.13% | Add +0.8% | 645,141 | $153.8M |
| Lyrical Asset Management LP | 1.95% | Add +7.6% | 579,835 | $138.3M |
| Fuller & Thaler Asset Management, Inc. | 0.46% | Reduce -0.1% | 570,275 | $136.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 509,831 | $121.6M |
| LSV Asset Management | 0.25% | Add +0.7% | 479,624 | $114.4M |
| Channing Capital Management, LLC | 2.67% | Reduce -1.3% | 425,037 | $101.3M |
| Allianz Asset Management GmbH | 0.12% | Add +14.6% | 393,161 | $93.7M |
| UBS Group AG | 0.02% | Add +97.4% | 350,212 | $83.5M |
| Balyasny Asset Management L.P. | 0.17% | Add +7.9% | 336,063 | $80.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.2% | 334,368 | $79.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 312,568 | $74.5M |
| Alyeska Investment Group, L.P. | 0.21% | New | 295,081 | $70.4M |
| Kiltearn Partners LLP | 13.56% | Reduce -5.4% | 283,814 | $67.7M |
| Bruni J V & Co. | 6.14% | Reduce -13.2% | 254,989 | $60.8M |
| Holocene Advisors, LP | 0.14% | Add +151.5% | 253,935 | $60.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.3% | 244,253 | $58.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.5% | 244,143 | $58.2M |
| Fisher Asset Management | 0.02% | Add +21.0% | 203,723 | $48.6M |
| Raymond James Financial Inc. | 0.01% | Add +63.8% | 192,886 | $46.0M |
| Bank of America Corp. | 0.00% | Add +0.1% | 184,726 | $44.0M |
| FMR LLC | 0.00% | Reduce -1.2% | 183,705 | $43.8M |
| First Trust Advisors LP | 0.03% | Reduce -31.2% | 161,478 | $38.5M |
| Victory Capital Management Inc. | 0.02% | Add +25.3% | 134,456 | $32.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.1% | 126,079 | $30.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.5% | 125,643 | $30.0M |
| New York State Common Retirement Fund | 0.04% | Reduce -1.5% | 124,562 | $29.7M |
| Alliancebernstein L.P. | 0.01% | Add +181.4% | 114,979 | $27.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -29.7% | 112,639 | $26.9M |
| Caisse de depot et placement du Quebec | 0.04% | Add +4201.1% | 100,948 | $24.1M |
| Sei Investments Co. | 0.03% | Add +61.3% | 97,874 | $23.3M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.4% | 96,837 | $23.1M |
| Invesco Ltd. | 0.00% | Add +17.6% | 96,721 | $23.1M |
| Treasurer of the State of North Carolina | 0.07% | Reduce -0.8% | 95,458 | $22.8M |
| Macquarie Group Ltd. | 0.02% | Reduce -2.1% | 87,601 | $20.9M |
| North Star Asset Management Inc. | 0.83% | Reduce -16.4% | 85,334 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +333.8% | 81,119 | $19.3M |
| Rhumbline Advisers | 0.02% | Add +3.1% | 81,059 | $19.3M |
| Goodman Financial Corp | 3.73% | Reduce -2.4% | 80,261 | $19.1M |
| Man Group plc | 0.04% | Add +6.6% | 78,984 | $18.8M |
| Polar Capital Holdings Plc | 0.09% | Add +98.9% | 78,523 | $18.7M |
| Los Angeles Capital Management LLC | 0.06% | No change | 72,965 | $17.4M |
| Nuveen, LLC | 0.00% | Add +6.0% | 72,675 | $17.3M |
| Algert Global LLC | 0.28% | Add +23.9% | 70,890 | $16.9M |
| Jane Street Group, LLC | 0.02% | Add +54.6% | 69,466 | $16.6M |
| Renaissance Technologies | 0.02% | Add +51.6% | 67,300 | $16.0M |
| Wallace Capital Management Inc. | 1.98% | Reduce -0.3% | 66,900 | $16.0M |
| California Public Employees Retirement System | 0.01% | Reduce -1.3% | 66,387 | $15.8M |
| Brandywine Global Investment Management, LLC | 0.11% | Reduce -13.1% | 65,501 | $15.6M |
| Wells Fargo & Company | 0.00% | Add +23.7% | 63,554 | $15.2M |
| Franklin Resources Inc. | 0.00% | Add +48.1% | 53,126 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.1% | 63,072 | $15.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.3% | 62,449 | $14.9M |
| Quantinno Capital Management LP | 0.04% | Add +21.3% | 61,349 | $14.6M |
| Concentric Capital Strategies, LP | 0.69% | New | 60,172 | $14.3M |
| Swiss National Bank | 0.01% | Add +0.2% | 55,100 | $13.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.8% | 54,306 | $12.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 52,729 | $12.6M |
| Deutsche Bank AG | 0.00% | Add +0.6% | 51,253 | $12.2M |
| Reinhart Partners, Llc. | 0.38% | Reduce -24.6% | 48,570 | $11.6M |
| Public Employees Retirement System of Ohio | 0.04% | Add +66.3% | 47,395 | $11.3M |
| Barclays PLC | 0.00% | Reduce -50.1% | 47,298 | $11.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +8.5% | 46,905 | $11.2M |
| Legal & General Group Plc | 0.00% | Reduce -4.0% | 46,298 | $11.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -5.2% | 44,610 | $10.6M |
| Nordea Investment Management AB | 0.01% | Add +5.7% | 44,580 | $10.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +178.3% | 39,633 | $9.4M |
| Storebrand Asset Management As | 0.02% | No change | 38,578 | $9.2M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -61.8% | 38,355 | $9.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.7% | 36,566 | $8.7M |
| Calamos Advisors LLC | 0.05% | No change | 35,430 | $8.4M |
| Zacks Investment Management | 0.06% | Add +19.0% | 31,192 | $7.4M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.27% | Add +2.8% | 29,050 | $6.9M |
| Nicola Wealth Management LTD. | 0.62% | Add +31.8% | 29,000 | $6.9M |
| Assetmark, Inc. | 0.01% | Reduce -3.7% | 28,270 | $6.7M |
| Edgestream Partners, L.P. | 0.20% | New | 28,093 | $6.7M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 27,453 | $6.5M |
| Sterling Capital Management LLC | 0.09% | Add +2.0% | 27,027 | $6.4M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Add +29.4% | 26,123 | $6.2M |
| Moran Wealth Management, LLC | 0.18% | Reduce -1.0% | 25,401 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.3% | 25,136 | $6.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 24,858 | $5.9M |
| Schroder Investment Management Group | 0.00% | Add +138.9% | 24,481 | $5.8M |
| OP Asset Management Ltd | 0.07% | Add +2737.3% | 23,408 | $5.6M |
| Genus Capital Management Inc. | 0.63% | Add +820.1% | 22,635 | $5.4M |
| Paragon Associates & Paragon Associates II Joint Venture | 9.55% | New | 22,467 | $5.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.4% | 20,523 | $4.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +12.7% | 20,516 | $4.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -14.1% | 20,108 | $4.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +103.0% | 20,100 | $4.8M |
| Amplius Wealth Advisors, LLC | 0.40% | No change | 19,596 | $4.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 19,476 | $4.6M |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.