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AMG

Affiliated Managers Group, Inc.
$344.60 +7.69 (+2.28%) At close · Jul 2
Market Cap
$9.10B
Shares
26,412,085

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 545
Total Value: $6,513,989,336
Total Shares: 23,541,563
Showing 1–100 of 554 holdings by value · page 1 of 6

Institutional Ownership Trend

26 quarters

Superinvestors Holding AMG

All superinvestors →
Ray Dalio $1,796,059 Mario Gabelli $650,245

Holder Concentration

Across 545 13F filers
Top Holder
12.2%
Jun 2023 → Mar 2026 · range 10.5% – 12.2%
of institutional value
Top 5
33.2%
Jun 2023 → Mar 2026 · range 33.2% – 43.4%
of institutional value
Top 10
48.2%
Jun 2023 → Mar 2026 · range 48.2% – 61.1%
of institutional value
HHI
352
Jun 2023 → Mar 2026 · range 352 – 497
Broadly held
Showing 100 of 554
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $793,482,899 12.18% 2,867,665
Mega MORGAN STANLEY $479,386,064 7.36% 1,732,512
Mega VANGUARD CAPITAL MANAGEMENT LLC $325,052,218 4.99% 1,174,746
Mid ARIEL INVESTMENTS, LLC $294,417,100 4.52% 1,064,030
Large Boston Partners $268,744,042 4.13% 971,247
Mega STATE STREET CORP $256,427,021 3.94% 926,733
Large FULLER & THALER ASSET MANAGEMENT, INC. $210,350,937 3.23% 760,213
Mega DIMENSIONAL FUND ADVISORS LP $198,757,205 3.05% 718,313
Mega GEODE CAPITAL MANAGEMENT, LLC $175,919,772 2.70% 635,778
Mid LYRICAL ASSET MANAGEMENT LP $138,936,880 2.13% 502,121
Large Allianz Asset Management GmbH $135,234,911 2.08% 488,742
Large LSV ASSET MANAGEMENT $131,933,603 2.03% 476,811
Mega BANK OF AMERICA CORP /DE/ Bank $113,330,230 1.74% 409,578
Mega NORTHERN TRUST CORP Bank $96,535,647 1.48% 348,882
Mega Invesco Ltd. $87,572,779 1.34% 316,490
Mid Clarkston Capital Partners, LLC $86,803,003 1.33% 313,708
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $85,232,177 1.31% 308,031
Mid Channing Capital Management, LLC $83,749,342 1.29% 302,672
Mega Bank of New York Mellon Corp Bank $83,083,319 1.28% 300,265
Mega Fisher Asset Management, LLC $70,077,872 1.08% 253,263
Mega JANE STREET GROUP, LLC $69,868,132 1.07% 252,505
Small BRUNI J V & CO /CO $69,109,975 1.06% 249,765
Mega CITADEL ADVISORS LLC $68,405,774 1.05% 247,220
Mega RAYMOND JAMES FINANCIAL INC $64,045,256 0.98% 231,461
Large Caisse de depot et placement du Quebec $61,119,432 0.94% 220,887
Mega ALLIANCEBERNSTEIN L.P. $57,028,700 0.88% 206,103
Small Kiltearn Partners LLP $53,988,043 0.83% 195,114
Mega GOLDMAN SACHS GROUP INC $51,288,280 0.79% 185,357
Mega PRICE T ROWE ASSOCIATES INC /MD/ $50,807,930 0.78% 183,621
Mega FMR LLC $49,799,081 0.76% 179,975
Large Artisan Partners Limited Partnership $48,033,736 0.74% 173,595
Mega VANGUARD FIDUCIARY TRUST CO Bank $47,664,065 0.73% 172,259
Large LORD, ABBETT & CO. LLC $42,797,189 0.66% 154,670
Large Qube Research & Technologies Ltd $42,676,271 0.66% 154,233
Large Woodline Partners LP $40,364,719 0.62% 145,879
Mega JPMORGAN CHASE & CO $38,887,412 0.60% 140,540
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $36,205,641 0.56% 130,848
Mega UBS Group AG $35,727,779 0.55% 129,121
Mega FRANKLIN RESOURCES INC $33,097,468 0.51% 119,615
Large RENAISSANCE TECHNOLOGIES LLC $30,367,825 0.47% 109,750
Large SEI INVESTMENTS CO $29,787,861 0.46% 107,654
Large Treasurer of the State of North Carolina $28,646,197 0.44% 103,528
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $28,630,975 0.44% 103,473
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $28,150,351 0.43% 101,736
Large Quantinno Capital Management LP $26,302,548 0.40% 95,058
Large Russell Investments Group, Ltd. $25,552,135 0.39% 92,346
Mid Arbejdsmarkedets Tillaegspension Pension $25,442,288 0.39% 91,949
Mega VICTORY CAPITAL MANAGEMENT INC $25,355,404 0.39% 91,635
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $25,289,826 0.39% 91,398
Large Man Group plc $25,054,630 0.38% 90,548
Mega WELLS FARGO & COMPANY/MN $24,956,402 0.38% 90,193
Large Polar Capital Holdings Plc $24,149,822 0.37% 87,278
Large Retirement Systems of Alabama Pension $23,862,608 0.37% 86,240
Large LOOMIS SAYLES & CO L P $23,780,981 0.37% 85,945
Mega RHUMBLINE ADVISERS $21,234,234 0.33% 76,741
Large Empowered Funds, LLC $20,910,771 0.32% 75,572
Mid NORTH STAR ASSET MANAGEMENT INC $19,421,849 0.30% 70,191
Mega California Public Employees Retirement System Pension $19,341,883 0.30% 69,902
Large Schonfeld Strategic Advisors LLC $18,332,481 0.28% 66,254
Mega Nuveen, LLC $18,060,760 0.28% 65,272
Small Wallace Capital Management Inc. $17,397,235 0.27% 62,874
Mega PRINCIPAL FINANCIAL GROUP INC $17,372,886 0.27% 62,786
Mid Prana Capital Management, LP $17,014,006 0.26% 61,489
Mega ENVESTNET ASSET MANAGEMENT INC $16,905,816 0.26% 61,098
Large Freestone Grove Partners LP $16,002,114 0.25% 57,832
Mega FIRST TRUST ADVISORS LP $15,562,161 0.24% 56,242
Mega Swiss National Bank Bank $15,384,520 0.24% 55,600
Mega DEUTSCHE BANK AG\ Bank $14,370,689 0.22% 51,936
Large PRUDENTIAL FINANCIAL INC $14,005,170 0.22% 50,615
Large Robeco Institutional Asset Management B.V. $13,638,819 0.21% 49,291
Large STOREBRAND ASSET MANAGEMENT AS $13,352,711 0.20% 48,257
Large Universal- Beteiligungs- und Servicegesellschaft mbH $12,558,859 0.19% 45,388
Large Point72 Asset Management, L.P. $12,250,339 0.19% 44,273
Mega Legal & General Group Plc $11,293,233 0.17% 40,814
Large Thrivent Financial for Lutherans $10,913,601 0.17% 39,442
Mega D. E. Shaw & Co., Inc. $10,863,518 0.17% 39,261
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $10,741,217 0.16% 38,819
Mega NORDEA INVESTMENT MANAGEMENT AB $10,511,279 0.16% 37,988
Large Calamos Advisors LLC $9,803,481 0.15% 35,430
Mid Livforsakringsbolaget Skandia, Omsesidigt $9,670,665 0.15% 34,950
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $9,636,907 0.15% 34,828
Mid BW Gestao de Investimentos Ltda. $9,131,100 0.14% 33,000
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $9,090,148 0.14% 32,852
Mega AMERIPRISE FINANCIAL INC $9,067,457 0.14% 32,770
Large ZACKS INVESTMENT MANAGEMENT $9,054,730 0.14% 32,724
Small Goodman Financial Corp $8,990,536 0.14% 32,492
Large Corient Private Wealth LLC $8,892,030 0.14% 32,136
Mid Oak Thistle LLC $8,808,744 0.14% 31,835
Large LOS ANGELES CAPITAL MANAGEMENT LLC $8,639,404 0.13% 31,223
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,577,700 0.13% 31,000
Small NICOLA WEALTH MANAGEMENT LTD. $8,024,300 0.12% 29,000
Large ASSETMARK, INC $7,605,099 0.12% 27,485
Large Mitsubishi UFJ Trust & Banking Corp $7,304,326 0.11% 26,398
Mid REINHART PARTNERS, LLC. $7,273,059 0.11% 26,285
Mid Susquehanna Portfolio Strategies, LLC $7,228,234 0.11% 26,123
Mid Y-Intercept (Hong Kong) Ltd $7,164,039 0.11% 25,891
Mid INTECH INVESTMENT MANAGEMENT LLC $6,964,262 0.11% 25,169
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $6,878,208 0.11% 24,858
Mega VANGUARD ASSET MANAGEMENT, Ltd $6,748,713 0.10% 24,390
Large NISA INVESTMENT ADVISORS, LLC $6,715,509 0.10% 24,270
Key facts CIK 1004434 CUSIP 008252108 13F (30d) 27 filings 7 filers Visit website Investor relations

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