WELLINGTON MANAGEMENT GROUP LLP
Position in AMG — Affiliated Managers Group, Inc.
CIK 902219
Boston, MA
Position in AMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,854,630
+$1,153,780 QoQ
Shares Held
20,256
-1.7% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#112
of 562 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 59%
None 41%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,570,199,653 across 26 Asset Management names. AMG ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,495,074 | $4,322,283,352 | |
| 2 | RJF |
Raymond James Financial Inc
|
9,446,121 | $1,436,093,773 | |
| 3 | KKR |
KKR & Co. Inc.
|
14,569,959 | $1,337,230,835 | |
| 4 | ARES |
Ares Management Corp
|
9,526,077 | $1,060,347,627 | |
| 5 | TPG |
TPG Inc.
|
11,019,487 | $446,840,197 | |
| 6 | EQH |
Equitable Holdings, Inc.
|
8,784,986 | $385,485,182 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
9,778,291 | $381,842,260 | |
| 8 | STT |
State Street Corp
|
1,766,901 | $299,666,407 |
All Filings in AMG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,854,630 | 20,256 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,700,850 | 20,603 | Shares | Defined | 2026-05-15 | |
| 2025-03-31 | $1,217,041 | 7,243 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,416,302 | 7,659 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,452,928 | 13,796 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,340,950 | 14,984 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,748,685 | 16,413 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,582,619 | 17,056 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,311,840 | 17,737 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,772,815 | 18,499 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,709,328 | 26,045 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,266,054 | 33,239 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,804,354 | 34,013 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,086,130 | 35,044 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,584,217 | 25,429 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,511,686 | 27,425 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,739,801 | 11,515 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $736,043 | 4,773 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $442,767 | 2,971 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $462,226 | 4,545 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,035,477 | 15,143 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,377,346 | 18,473 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $675,496 | 11,422 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||