Security Snapshot

AFFILIATED MANAGERS GROUP, INC. - Common Stock (AMG) Institutional Ownership

CUSIP: 008252108

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

539

Shares (Excl. Options)

24,816,592

Price

$276.70

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-1,078,463
Value change
-$310,297,171
Number of holders
539
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
26,719,538
SEC-reported price per share
$276.70
Insider filing price
$276.70
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • AMG - AFFILIATED MANAGERS GROUP, INC. - Common Stock is tracked under CUSIP 008252108.
  • 539 institutions reported positions in Q1 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 507 to 539 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $7,466,019,070 to $6,867,560,606.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 539 institutions filings for Q1 2026.

Open SEC evidence

Security key

008252108

Latest holder period

Q1 2026

13F holders

539

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
AMG
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 7% $472,898,962 1,983,387 Morgan Stanley 30 Sep 2025
VANGUARD CAPITAL MANAGEMENT LLC 5.2% $383,712,065 1,386,744 Vanguard Capital Management 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 5.1% $378,644,581 1,368,430 Vanguard Portfolio Management 31 Mar 2026
INTEGRATED CORE STRATEGIES (US) LLC 3.6% -34% $242,510,253 -$116,590,124 1,017,113 -32% Millennium Management LLC 30 Sep 2025
Clarkston Capital Partners, LLC 3.2% -40% $260,639,425 -$192,591,220 904,119 -42% Clarkston Capital Partners, LLC 31 Dec 2025

As of 31 Mar 2026, 539 institutional investors reported holding 24,816,592 shares of AFFILIATED MANAGERS GROUP, INC. - Common Stock (AMG). This represents 93% of the company’s total 26,719,538 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
64%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 2,867,665 +2.4% 0.01% $793,482,850
MORGAN STANLEY 6.5% 1,732,512 +1.6% 0.03% $479,386,628
VANGUARD PORTFOLIO MANAGEMENT LLC 5.1% 1,359,793 0% 0.02% $376,254,723
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 1,174,746 0% 0.01% $325,052,218
ARIEL INVESTMENTS, LLC 4% 1,064,030 -10% 3.3% $294,417,101
Boston Partners 3.6% 971,247 -15% 0.28% $268,714,497
STATE STREET CORP 3.5% 926,733 -0.29% 0.01% $256,427,021
FULLER & THALER ASSET MANAGEMENT, INC. 2.8% 760,213 +11% 0.71% $210,350,899
DIMENSIONAL FUND ADVISORS LP 2.7% 718,313 +2.7% 0.04% $198,745,831
GEODE CAPITAL MANAGEMENT, LLC 2.4% 635,778 +15% 0.01% $175,955,023
LYRICAL ASSET MANAGEMENT LP 1.9% 502,121 -9% 2.1% $138,936,881
Allianz Asset Management GmbH 1.8% 488,742 +15% 0.16% $135,234,911
LSV ASSET MANAGEMENT 1.8% 476,811 +0.8% 0.28% $131,934,000
BANK OF AMERICA CORP /DE/ 1.5% 409,578 +76% 0.01% $113,330,258
NORTHERN TRUST CORP 1.3% 348,882 +7.1% 0.01% $96,535,650
Invesco Ltd. 1.2% 316,490 +227% 0.01% $87,572,785
Clarkston Capital Partners, LLC 1.2% 313,708 -65% 6.6% $86,803,004
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 308,031 +0.8% 0.01% $85,232,178
Channing Capital Management, LLC 1.1% 302,672 +4.1% 2.1% $83,749,342
Bank of New York Mellon Corp 1.1% 300,265 +21% 0.02% $83,083,403
Fisher Asset Management, LLC 0.95% 253,263 +3.9% 0.02% $70,077,944
JANE STREET GROUP, LLC 0.95% 252,505 +530% 0.08% $69,868,134
BRUNI J V & CO /CO 0.93% 249,765 -0.94% 7.2% $69,109,976
CITADEL ADVISORS LLC 0.93% 247,220 -23% 0.05% $68,405,774
RAYMOND JAMES FINANCIAL INC 0.87% 231,461 -2.3% 0.02% $63,579,456

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 24,816,592 $6,867,560,606 -$310,297,171 $276.70 539
2025 Q4 25,904,833 $7,466,019,070 -$220,573,014 $288.28 507
2025 Q3 26,411,009 $6,299,567,420 -$66,089,846 $238.43 445
2025 Q2 26,821,076 $5,277,536,259 -$84,552,044 $196.77 429
2025 Q1 27,306,479 $4,587,628,181 -$145,951,145 $168.03 392
2024 Q4 28,085,768 $5,193,636,087 -$37,146,826 $184.92 402
2024 Q3 28,242,165 $5,022,646,889 -$137,327,716 $177.80 415
2024 Q2 29,228,697 $4,566,839,022 -$179,986,644 $156.23 400
2024 Q1 30,357,618 $5,081,322,483 -$178,552,037 $167.47 397
2023 Q4 31,461,140 $4,763,852,793 -$11,154,607 $151.42 378
2023 Q3 31,835,853 $4,149,568,321 -$160,169,124 $130.34 351
2023 Q2 32,934,145 $4,935,947,671 -$231,274,446 $149.89 373
2023 Q1 34,481,765 $4,909,680,816 -$59,148,004 $142.42 381
2022 Q4 34,137,955 $5,409,381,533 +$201,992,929 $158.43 359
2022 Q3 36,229,129 $4,053,998,764 -$95,089,153 $111.85 313
2022 Q2 37,040,598 $4,318,576,540 -$58,258,396 $116.60 295
2022 Q1 37,733,230 $5,311,429,681 -$218,204,978 $140.95 321
2021 Q4 39,151,044 $6,438,057,146 -$164,556,122 $164.51 353
2021 Q3 39,928,917 $6,032,107,463 -$170,562,006 $151.09 324
2021 Q2 41,048,842 $6,329,674,747 -$157,575,379 $154.21 329
2021 Q1 42,090,229 $6,273,698,852 -$440,697,642 $149.03 306
2020 Q4 45,205,424 $4,597,117,191 -$72,126,508 $101.70 284
2020 Q3 45,969,550 $3,143,604,380 -$5,955,763 $68.38 264
2020 Q2 46,508,681 $3,466,955,019 -$13,902,860 $74.56 278
2020 Q1 46,784,701 $2,767,447,075 -$113,671,530 $59.14 280
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