Security Snapshot

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

CUSIP: 008252108

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

257

Shares (Excl. Options)

7,623,454

Price

$338.40

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-157,745
Value change
-$51,733,594
Number of holders
257
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
26,719,538
SEC-reported price per share
$359.78
Insider filing price
$359.78
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.
  • 257 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 542 to 257 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $6,869,153,277 to $2,580,247,454.

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 257 institutions filings for Q2 2026.

Open SEC evidence

Security key

008252108

Latest holder period

Q2 2026

13F holders

257

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 30 Jun 2026, 257 institutional investors reported holding 7,623,454 shares of AFFILIATED MANAGERS GROUP, INC. - Common Stock (AMG). This represents 29% 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
26%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 10% 2,772,736 -3.3% 0.01% $938,293,980
Boston Partners 3.7% 1,001,967 +3.2% 0.3% $339,149,256
STATE STREET CORP 3.3% 883,323 -4.7% 0.01% $298,916,503
LSV ASSET MANAGEMENT 2% 533,611 +12% 0.33% $180,574,000
Channing Capital Management, LLC 1.1% 302,514 -0.05% 2.4% $102,370,738
Bank of New York Mellon Corp 1.1% 281,967 -6.1% 0.02% $95,417,584
Fisher Asset Management, LLC 0.92% 246,463 -2.7% 0.02% $83,403,362
NEW YORK STATE COMMON RETIREMENT FUND 0.33% 89,089 -2.5% 0.04% $30,147,718
Arbejdsmarkedets Tillaegspension 0.33% 88,640 -3.6% 0.65% $29,995,776
VICTORY CAPITAL MANAGEMENT INC 0.29% 77,188 -16% 0.01% $26,120,420
Retirement Systems of Alabama 0.28% 75,584 -12% 0.08% $25,577,626
Capricorn Fund Managers Ltd 0.26% 69,045 1.9% $23,364,828
PRINCIPAL FINANCIAL GROUP INC 0.22% 59,949 -4.5% 0.01% $20,286,742
ENVESTNET ASSET MANAGEMENT INC 0.22% 59,150 -3.2% 0% $20,016,413
Moran Wealth Management, LLC 0.17% 45,453 +96% 0.42% $15,381,295
Universal- Beteiligungs- und Servicegesellschaft mbH 0.16% 42,853 -5.6% 0.02% $14,501,454
STRS OHIO 0.16% 42,282 +6375% 0.05% $14,308,229
Robeco Institutional Asset Management B.V. 0.15% 39,981 -19% 0.02% $13,529,571
DEUTSCHE BANK AG\ 0.15% 39,692 -24% 0% $13,431,774
NORDEA INVESTMENT MANAGEMENT AB 0.13% 35,681 -6.1% 0.01% $12,296,386
Calamos Advisors LLC 0.13% 35,430 0% 0.04% $11,989,512
Goodman Financial Corp 0.12% 32,962 +1.4% 1.7% $11,154,418
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.12% 32,841 -5.7% 0.02% $11,113,000
Russell Investments Group, Ltd. 0.11% 29,925 -68% 0.01% $10,128,578
NICOLA WEALTH MANAGEMENT LTD. 0.11% 29,000 0% 1.1% $9,813,600

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 7,623,454 $2,580,247,454 -$51,733,594 $338.40 257
2026 Q1 24,822,347 $6,869,153,277 -$309,035,381 $276.70 542
2025 Q4 25,904,850 $7,466,023,971 -$220,573,014 $288.28 508
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
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