Affiliated Managers GroupAMG

13F holders, Q3 2025 (September 30)
450holders +17
58new positions
36sold out
10famous investors
$238.52avg. 13F price*

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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions58$136.6M
Exits36$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.

Show all 450 holders