Affiliated Managers AMG Institutional Ownership

NYSE AMG

$380.88 +9.45 (+2.54%)

As of: Oct 5, 2026 · 3:59 PM EDT

Institutions by Trading Activity

568 Institutions

Increased 240 42.3%

Unchanged 113 19.9%

Reduced 215 37.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

97.43%

▲+4.07 pp QoQ

Shares Held by Institutions

25.72Mn

of 26.40Mn outstanding

▲+5.63% QoQ

Shares Outstanding

26.40Mn

679.28K held outside 13F filers

Institutional Investors

568

filed 13F for Jun 2026

▲+20 vs prior quarter

Net Shares Added (QoQ)

+1.37Mn

accumulated since last quarter

Value of Holdings

$9.55Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 5, 2026

Affiliated Managers Group, Inc. (NYSE:AMG) was reported as a holding by 568 institutional investors in 13F filings for the quarter ended June 30, 2026.

Collectively, these holders controlled 97.43% of Affiliated Managers' outstanding shares in Q2 2026, up from 93.36% in Q1 2026.
Total shares held in AMG rose 2.80% from Q1 2026; the number of holders rose 30.28% from Q2 2025.
Of the 568 holders of AMG in Q2 2026, 240 added to their positions, 215 reduced their stakes and 113 left their positions unchanged.
Combined, institutional investors held 25.72Mn shares of AMG as of Q2 2026, up 700.16K from the prior quarter and up 1.37Mn from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Affiliated Managers with 2.77Mn shares, or 10.50% of shares outstanding.
Among existing holders, the largest additions to Affiliated Managers in Q2 2026 came from Millennium Management LLC (+869.75K shares), Qube Research & Technologies Ltd (+114.5K shares), Fuller & Thaler Asset Management, Inc. (+97.54K shares), Goldman Sachs Group Inc (+72.97K shares) and Invesco Ltd. (+64.13K shares).
On the other side, among holders that kept a position in Affiliated Managers, the largest reductions in Q2 2026 came from Morgan Stanley (-245.29K shares), BlackRock, Inc. (-94.93K shares), Clarkston Capital Partners, LLC (-85.03K shares), Voloridge Investment Management, LLC (-76.78K shares) and Man Group plc (-66.5K shares).
According to Business Quant data, the leading holders of AMG for Q2 2026 were BlackRock, Inc. (2.77Mn shares), Morgan Stanley (1.49Mn shares), Vanguard Portfolio Management LLC (1.39Mn shares), Vanguard Capital Management LLC (1.15Mn shares), Boston Partners (1Mn shares), Ariel Investments, LLC (999.68K shares), State Street Corp (883.32K shares), Millennium Management LLC (875.12K shares), Fuller & Thaler Asset Management, Inc. (857.76K shares) and Dimensional Fund Advisors LP (670.2K shares).

Form 13F Holdings

568 Institutional Holders

Report period 30 Jun, 2026

Total shares held 25.72Mn

Of outstanding 97.43%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	2,772,736	10.50%	▼94,929	-3.31%	$938.29Mn
2	Morgan Stanley	0000895421	1,487,219	5.63%	▼245,293	-14.16%	$503.28Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,391,836	5.27%	▲32,043	+2.36%	$471.00Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,151,085	4.36%	▼23,661	-2.01%	$389.53Mn
5	Boston Partners	0001386060	1,001,967	3.80%	▲30,720	+3.16%	$339.15Mn
6	ARIEL INVESTMENTS, LLC	0000936753	999,676	3.79%	▼64,354	-6.05%	$338.29Mn
7	State Street Corp	0000093751	883,323	3.35%	▼43,410	-4.68%	$298.92Mn
8	MILLENNIUM MANAGEMENT LLC	0001273087	875,116	3.31%	▲869,748	+16,202.46%	$296.14Mn
9	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	857,756	3.25%	▲97,543	+12.83%	$290.26Mn
10	DIMENSIONAL FUND ADVISORS LP	0000354204	670,195	2.54%	▼48,118	-6.70%	$226.80Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	590,757	2.24%	▼45,021	-7.08%	$199.95Mn
12	LSV ASSET MANAGEMENT	0001050470	533,611	2.02%	▲56,800	+11.91%	$180.57K
13	Allianz Asset Management GmbH	0001535323	479,594	1.82%	▼9,148	-1.87%	$152.85Mn
14	LYRICAL ASSET MANAGEMENT LP	0001542302	472,886	1.79%	▼29,235	-5.82%	$160.02Mn
15	Bank Of America Corp /De/	0000070858	432,420	1.64%	▲22,842	+5.58%	$146.33Mn
16	Invesco Ltd.	0000914208	380,623	1.44%	▲64,133	+20.26%	$128.80Mn
17	NORGES BANK	0001374170	361,473	1.37%	▲361,473	0.00%	$122.32Mn
18	Northern Trust Corp	0000073124	322,670	1.22%	▼26,212	-7.51%	$109.19Mn
19	JANE STREET GROUP, LLC	0001595888	309,134	1.17%	▲56,629	+22.43%	$104.61Mn
20	Channing Capital Management, LLC	0001302404	302,514	1.15%	▼158	-0.05%	$102.37Mn

Showing 1 to 20 of 568 holders