Affiliated Managers GroupAMG

13F holders, Q4 2025 (December 31)
511holders +61
77new positions
30sold out
9famous investors
$288.21avg. 13F price*

At the end of Q4 2025, 511 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 61 from Q3 2025. 77 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($807.0M), Vanguard Group Inc. ($773.6M) and Morgan Stanley ($491.7M). 9 famous investors held it, including John W. Rogers Jr. (3.7% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions77$195.6M
Exits30$42.8M

All 13F filers, Q3 2025 → Q4 2025: 1,621,974 shares bought and 2,818,083 shares sold, net −1,196,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 511 holders

BlackRock, Inc. 0.01% Reduce -0.8% 2,799,201 $807.0M
Vanguard Group Inc. 0.01% Reduce -3.2% 2,683,585 $773.6M
Morgan Stanley 0.03% Reduce -12.1% 1,705,721 $491.7M
Ariel Investments 3.68% Reduce -6.5% 1,182,223 $340.8M
Boston Partners 0.34% Reduce -1.8% 1,136,710 $327.8M
State Street Corp. 0.01% Reduce -3.6% 929,397 $267.9M
Clarkston Capital Partners, LLC 6.03% Reduce -26.6% 904,119 $260.6M
Millennium Management 0.17% Reduce -21.7% 796,010 $229.5M
Dimensional Fund Advisors LP 0.04% Add +2.2% 699,448 $201.6M
Fuller & Thaler Asset Management, Inc. 0.67% Add +20.2% 685,588 $197.6M
Lyrical Asset Management LP 2.08% Reduce -4.9% 551,587 $159.0M
Geode Capital Management, LLC 0.01% Add +8.1% 551,153 $158.9M
LSV Asset Management 0.30% Reduce -1.4% 473,021 $136.4M
Allianz Asset Management GmbH 0.14% Add +8.5% 426,649 $123.0M
Norges Bank 0.01% — 394,559 $113.7M
Northern Trust Corp. 0.01% Reduce -2.6% 325,696 $93.9M
Citadel Advisors 0.06% Reduce -50.5% 319,437 $92.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.2% 305,596 $88.1M
UBS Group AG 0.02% Reduce -15.7% 295,418 $85.2M
Channing Capital Management, LLC 2.16% Reduce -31.6% 290,720 $83.8M
Bruni J V & Co. 7.14% Reduce -1.1% 252,147 $72.7M
Bank of New York Mellon Corp 0.01% Add +1.3% 247,189 $71.3M
Fisher Asset Management 0.02% Add +19.7% 243,830 $70.3M
T. Rowe Price Associates Inc. 0.01% Reduce -0.8% 242,292 $69.8M
Raymond James Financial Inc. 0.02% Add +22.8% 236,897 $68.4M
Kiltearn Partners LLP 14.76% Reduce -16.7% 236,414 $68.2M
Bank of America Corp. 0.00% Add +26.3% 233,332 $67.3M
Balyasny Asset Management L.P. 0.13% Reduce -31.1% 231,675 $66.8M
Holocene Advisors, LP 0.11% Reduce -27.5% 184,010 $53.0M
FMR LLC 0.00% Reduce -1.0% 181,842 $52.4M
Goldman Sachs Group Inc. 0.01% Add +28.2% 161,651 $46.6M
Alyeska Investment Group, L.P. 0.12% Reduce -50.7% 145,483 $41.9M
JPMorgan Chase & Co. 0.00% Add +6.6% 133,897 $38.6M
Artisan Partners Limited Partnership 0.06% New 130,112 $37.5M
Nomura Asset Management International Inc. 0.05% — 122,905 $35.4M
Polar Capital Holdings Plc 0.14% Add +36.6% 107,245 $30.9M
Caisse de depot et placement du Quebec 0.05% Add +5.1% 106,100 $30.6M
Sei Investments Co. 0.03% Add +4.5% 102,297 $29.5M
First Trust Advisors LP 0.02% Reduce -36.8% 102,034 $29.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -10.7% 100,594 $29.0M
Concentric Capital Strategies, LP 1.49% Add +66.1% 99,955 $28.8M
Invesco Ltd. 0.00% No change 96,721 $27.9M
Victory Capital Management Inc. 0.02% Reduce -29.7% 94,501 $27.2M
Treasurer of the State of North Carolina 0.09% Reduce -1.1% 94,453 $27.2M
Engineers Gate Manager LP 0.32% Add +2873.6% 92,301 $26.6M
New York State Common Retirement Fund 0.04% Reduce -26.5% 91,538 $26.4M
Alliancebernstein L.P. 0.01% Reduce -24.6% 86,642 $25.0M
Wells Fargo & Company 0.00% Add +35.4% 86,038 $24.8M
Arbejdsmarkedets Tillaegspension 0.63% — 85,807 $24.7M
Retirement Systems of Alabama 0.08% Reduce -11.7% 85,514 $24.7M
Man Group plc 0.05% Add +6.8% 84,334 $24.3M
Lord, Abbett & Co. LLC 0.07% New 77,328 $22.3M
North Star Asset Management Inc. 0.90% Reduce -9.5% 77,228 $22.3M
Rhumbline Advisers 0.02% Reduce -5.8% 76,392 $22.0M
Loomis Sayles & Co. L P 0.03% New 74,280 $21.4M
Freestone Grove Partners LP 0.15% New 73,413 $21.2M
Goodman Financial Corp 3.68% Reduce -15.9% 67,474 $19.5M
California Public Employees Retirement System 0.01% Add +1.4% 67,333 $19.4M
Quantinno Capital Management LP 0.04% Add +9.3% 67,084 $19.3M
Wallace Capital Management Inc. 2.26% Reduce -2.7% 65,097 $18.8M
Nuveen, LLC 0.00% Reduce -11.4% 64,377 $18.6M
Voloridge Investment Management, LLC 0.06% Add +328.8% 63,194 $18.2M
Franklin Resources Inc. 0.00% Add +18.8% 63,086 $18.2M
Principal Financial Group Inc. 0.01% Reduce -4.1% 60,503 $17.4M
Citigroup Inc. 0.01% Add +545.3% 60,416 $17.4M
Swiss National Bank 0.01% Add +1.8% 56,100 $16.2M
Russell Investments Group, Ltd. 0.02% Reduce -2.9% 52,708 $15.2M
Deutsche Bank AG 0.00% Add +0.2% 51,354 $14.8M
Brandywine Global Investment Management, LLC 0.10% Reduce -22.3% 50,902 $14.7M
Public Employees Retirement System of Ohio 0.04% Reduce -1.9% 46,483 $13.4M
Ameriprise Financial Inc. 0.00% Reduce -12.3% 46,243 $13.3M
Los Angeles Capital Management LLC 0.04% Reduce -24.4% 55,190 $13.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -5.3% 44,402 $12.8M
Legal & General Group Plc 0.00% Reduce -4.6% 44,165 $12.7M
Envestnet Asset Management Inc. 0.00% Reduce -31.0% 43,114 $12.4M
BW Gestao de Investimentos Ltda. 0.43% New 42,000 $12.1M
Jane Street Group, LLC 0.01% Reduce -42.3% 40,079 $11.6M
Nordea Investment Management AB 0.01% Reduce -10.8% 39,784 $11.5M
Thrivent Financial for Lutherans 0.02% Reduce -0.4% 39,459 $11.4M
D. E. Shaw & Co. 0.01% Reduce -12.0% 39,261 $11.3M
Qube Research & Technologies Ltd 0.02% New 39,246 $11.3M
Jacobs Levy Equity Management, Inc. 0.04% Add +0.4% 38,505 $11.1M
Storebrand Asset Management As 0.03% Reduce -0.8% 38,257 $11.0M
ExodusPoint Capital Management, LP 0.12% Add +96.9% 37,845 $10.9M
New York State Teachers Retirement System 0.02% Reduce -2.2% 35,748 $10.3M
Calamos Advisors LLC 0.06% No change 35,430 $10.2M
Robeco Institutional Asset Management B.V. 0.01% Add +79.2% 34,908 $10.1M
Algert Global LLC 0.15% Reduce -52.1% 33,947 $9.8M
Schroder Investment Management Group 0.01% Add +36.1% 33,319 $9.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.36% Add +9.6% 31,850 $9.2M
Zacks Investment Management 0.07% Add +0.9% 31,471 $9.1M
Edgestream Partners, L.P. 0.25% Add +8.4% 30,459 $8.8M
Barclays PLC 0.00% Reduce -38.6% 29,061 $8.4M
Nicola Wealth Management LTD. 0.76% No change 29,000 $8.4M
Schonfeld Strategic Advisors LLC 0.04% New 28,720 $8.3M
Reinhart Partners, Llc. 0.24% Reduce -41.8% 28,283 $8.2M
Assetmark, Inc. 0.02% Reduce -0.6% 28,113 $8.1M
Genus Capital Management Inc. 0.91% Add +19.2% 26,985 $7.8M
California State Teachers Retirement System 0.01% Reduce -2.5% 26,765 $7.7M
Longaeva Partners L.P. 0.92% New 26,553 $7.7M

"% 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 511 holders