ARIEL INVESTMENTS, LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 936753 CHICAGO, IL

Back to AMG Full portfolio

Position in AMG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$338,290,358

+$43,873,258 QoQ

Shares Held

999,676

-6.0% QoQ

Ownership

3.87%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

of 562 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Common Shares in AMG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

ARIEL INVESTMENTS, LLC holds $792,118,639 across 5 Asset Management names. AMG ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMG	Affiliated Managers Group, Inc. This page	999,676	$338,290,358
2	CG	Carlyle Group Inc.	4,548,683	$191,545,040
3	NTRS	Northern Trust Corp	972,340	$169,031,584
4	GCMG	GCM Grosvenor Inc.	4,415,839	$54,314,819
5	KKR	KKR & Co. Inc.	424,241	$38,936,838

All Filings in AMG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,290,358	999,676	-6.0%	Shares	Other	2026-08-14
2026-03-31	$294,417,100	1,064,030	-10.0%	Shares	Other	2026-05-14
2025-12-31	$340,811,246	1,182,223	-6.5%	Shares	Other	2026-02-13
2025-09-30	$301,333,556	1,263,824	-6.7%	Shares	Other	2025-11-14
2025-06-30	$266,638,107	1,355,075	-3.7%	Shares	Other	2025-08-14
2025-03-31	$236,443,581	1,407,151	-1.2%	Shares	Other	2025-05-15
2024-12-31	$263,312,580	1,423,927	-1.9%	Shares	Other	2025-02-14
2024-09-30	$258,194,225	1,452,161	+0.6%	Shares	Other	2024-11-13
2024-06-30	$225,411,299	1,442,817	+8.7%	Shares	Sole	2024-08-14
2024-03-31	$222,234,197	1,327,009	+6.8%	Shares	Sole	2024-05-14
2023-12-31	$188,169,028	1,242,696	+4.6%	Shares	Sole	2024-02-14
2023-09-30	$154,862,949	1,188,146	+11.3%	Shares	Other	2023-11-14
2023-06-30	$159,957,960	1,067,169	-2.3%	Shares	Other	2023-08-14
2023-03-31	$155,545,427	1,092,160	-3.2%	Shares	Other	2023-05-12
2022-12-31	$178,757,677	1,128,307	-1.5%	Shares	Other	2023-02-14
2022-09-30	$128,096,659	1,145,254	+3.2%	Shares	Other	2022-11-14
2022-06-30	$129,420,170	1,109,950	+18.4%	Shares	Sole	2022-08-12
2022-03-31	$132,101,722	937,224	+4.4%	Shares	Sole	2022-05-13
2021-12-31	$147,672,072	897,648	+6.5%	Shares	Sole	2022-02-14
2021-09-30	$127,340,011	842,809	+1.9%	Shares	Sole	2021-11-12
2021-06-30	$127,605,536	827,479	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$123,039,615	825,603	+4.3%	Shares	Sole	2021-05-14
2020-12-31	$80,490,871	791,454	+5.6%	Shares	Sole	2021-02-12
2020-09-30	$51,245,407	749,421	+0.0%	Shares	Sole	2020-11-13
2020-06-30	$55,866,987	749,289	+13.7%	Shares	Sole	2020-08-14
2020-03-31	$38,982,367	659,154	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.