JACOBS LEVY EQUITY MANAGEMENT, INC
Position in AMG — Affiliated Managers Group, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in AMG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,672,620
-$4,427,601 QoQ
Shares Held
24,115
-37.4% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 67.51814223512336.ToString("F0")%
Shared 0.ToString("F0")%
None 32.48185776487663.ToString("F0")%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $214,828,285 across 9 Asset Management names. AMG ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRBG |
Corebridge Financial, Inc.
|
2,821,912 | $67,330,820 | |
| 2 | STT |
State Street Corp
|
466,896 | $59,090,357 | |
| 3 | NTRS |
Northern Trust Corp
|
336,326 | $46,941,019 | |
| 4 | AAMI |
Acadian Asset Management Inc.
|
318,131 | $17,312,689 | |
| 5 | FHI |
Federated Hermes, Inc.
|
200,855 | $11,390,487 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
This page
|
24,115 | $6,672,620 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
136,228 | $5,055,421 | |
| 8 | GCMG |
GCM Grosvenor Inc.
|
87,853 | $860,959 |
All Filings in AMG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,672,620 | 24,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,100,221 | 38,505 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,144,982 | 38,355 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $19,760,036 | 100,422 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,844,251 | 165,710 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,661,077 | 171,215 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,964,634 | 168,530 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,104,768 | 199,096 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,730,949 | 177,530 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,728,663 | 130,291 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,018,346 | 7,813 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,908,549 | 12,733 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,887,992 | 20,278 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,440,624 | 21,717 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,576,912 | 23,039 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,683,898 | 23,018 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,848,398 | 34,398 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $611,420 | 6,012 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,458,340 | 21,327 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,590,141 | 21,327 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,990,414 | 50,565 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||