Position in AMG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$503,274,901
+$23,888,837 QoQ
Shares Held
1,487,219
-14.2% QoQ
Ownership
5.75%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 562 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,588,060 across 473 Asset Management names. AMG ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
This page
|
1,487,219 | $503,274,901 |
All Filings in AMG
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,515,453 | 1,458,379 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $503,274,901 | 1,487,219 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $479,386,064 | 1,732,512 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $491,725,245 | 1,705,721 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $462,916,132 | 1,941,518 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $396,982,288 | 2,017,494 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $385,549,703 | 2,294,529 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $421,605,019 | 2,279,932 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $420,943,806 | 2,367,513 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $346,005,230 | 2,214,717 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $417,737,330 | 2,494,401 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $391,699,759 | 2,586,843 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $322,536,359 | 2,474,577 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $364,750,863 | 2,433,457 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $392,351,000 | 2,754,887 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $439,317,035 | 2,772,941 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $30,786,820 | 275,251 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,556,656 | 236,335 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,399,329 | 31,212 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,506,805 | 33,474 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,965,656 | 72,577 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,890,923 | 51,170 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $8,725,256 | 58,547 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,858,371 | 87,103 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $756,827 | 11,068 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $895,761 | 12,014 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,372,991 | 23,216 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||