Position in AMG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,917,882
+$7,253,802 QoQ
Shares Held
23,398
+874.9% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 562 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 3%
Shared 97%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MARSHALL WACE, LLP holds $743,418,893 across 52 Asset Management names. AMG ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
1,236,909 | $146,338,703 | |
| 2 | BLK |
BlackRock, Inc.
|
128,063 | $123,140,258 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
2,779,239 | $121,953,005 | |
| 4 | RJF |
Raymond James Financial Inc
|
665,450 | $101,168,362 | |
| 5 | HLNE |
Hamilton Lane INC
|
590,877 | $46,578,833 | |
| 6 | DBRG |
DigitalBridge Group, Inc.
|
1,665,700 | $26,284,746 | |
| 7 | CG |
Carlyle Group Inc.
|
600,241 | $25,276,147 | |
| 8 | BX |
Blackstone Inc.
|
177,500 | $20,886,425 |
All Filings in AMG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,917,882 | 23,398 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $664,080 | 2,400 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $827,651 | 2,871 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $251,066 | 1,053 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,721,540 | 8,749 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $3,629,979 | 19,630 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $33,598,666 | 215,059 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $47,937,952 | 286,248 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,278,231 | 338,649 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $2,089,728 | 14,673 | Shares | Other | 2023-05-15 | |
| 2022-09-30 | $898,043 | 8,029 | Shares | Other | 2022-11-14 | |
| 2022-03-31 | $3,374,905 | 23,944 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $304,671 | 1,852 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $972,113 | 6,434 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,321,170 | 34,506 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,612,040 | 24,237 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,897,213 | 18,655 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||