Affiliated Managers GroupAMG
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $195.6M |
| Exits | 30 | $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.