Affiliated Managers GroupAMG
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 566 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 18 from Q1 2026. 72 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($938.3M), Morgan Stanley ($503.3M) and Vanguard Portfolio Management LLC ($471.0M). 8 famous investors held it, including John W. Rogers Jr. (3.4% of Ariel Investments's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Affiliated Managers Group
- CUSIP
- 008252108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $113.1M |
| Exits | 54 | $176.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,359,893 shares bought and 2,323,249 shares sold, net +36,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| BlackRock, Inc. | 0.01% | Reduce -3.3% | 2,772,736 | $938.3M |
| Morgan Stanley | 0.03% | Reduce -14.2% | 1,487,219 | $503.3M |
| Vanguard Portfolio Management LLC | 0.02% | Add +2.4% | 1,391,836 | $471.0M |
| Vanguard Capital Management LLC | 0.01% | Reduce -2.0% | 1,151,085 | $389.5M |
| Boston Partners | 0.30% | Add +3.2% | 1,001,967 | $339.1M |
| Ariel Investments | 3.37% | Reduce -6.0% | 999,676 | $338.3M |
| State Street Corp. | 0.01% | Reduce -4.7% | 883,323 | $298.9M |
| Millennium Management | 0.21% | Add +16202.5% | 875,116 | $296.1M |
| Fuller & Thaler Asset Management, Inc. | 0.79% | Add +12.8% | 857,756 | $290.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -6.7% | 670,195 | $226.8M |
| Geode Capital Management, LLC | 0.01% | Reduce -7.1% | 590,757 | $200.0M |
| LSV Asset Management | 0.33% | Add +11.9% | 533,611 | $180.6M |
| Lyrical Asset Management LP | 2.03% | Reduce -5.8% | 472,886 | $160.0M |
| Allianz Asset Management GmbH | 0.14% | Reduce -7.1% | 453,989 | $153.6M |
| Bank of America Corp. | 0.01% | Add +5.6% | 432,420 | $146.3M |
| Invesco Ltd. | 0.01% | Add +20.3% | 380,623 | $128.8M |
| Norges Bank | 0.01% | — | 361,473 | $122.3M |
| Northern Trust Corp. | 0.01% | Reduce -7.5% | 322,670 | $109.2M |
| Jane Street Group, LLC | 0.07% | Add +22.4% | 309,134 | $104.6M |
| Channing Capital Management, LLC | 2.36% | Reduce -0.1% | 302,514 | $102.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.6% | 287,795 | $97.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.1% | 281,967 | $95.4M |
| Qube Research & Technologies Ltd | 0.10% | Add +74.2% | 268,737 | $90.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +39.4% | 258,331 | $87.4M |
| Fisher Asset Management | 0.02% | Reduce -2.7% | 246,463 | $83.4M |
| Raymond James Financial Inc. | 0.02% | Add +3.4% | 239,235 | $81.0M |
| Clarkston Capital Partners, LLC | 6.54% | Reduce -27.1% | 228,683 | $77.4M |
| Bruni J V & Co. | 6.49% | Reduce -15.9% | 210,094 | $71.1M |
| Citadel Advisors | 0.04% | Reduce -19.7% | 198,492 | $67.2M |
| Kiltearn Partners LLP | 15.16% | Reduce -5.4% | 184,586 | $62.5M |
| Caisse de depot et placement du Quebec | 0.09% | Reduce -17.6% | 182,041 | $61.6M |
| FMR LLC | 0.00% | Reduce -1.3% | 177,576 | $60.1M |
| UBS Group AG | 0.01% | Add +36.1% | 175,776 | $59.5M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -9.3% | 166,559 | $56.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -3.7% | 165,842 | $56.1M |
| Lord, Abbett & Co. LLC | 0.17% | Add +6.3% | 164,477 | $55.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -7.9% | 189,739 | $52.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 129,402 | $44.7M |
| Renaissance Technologies | 0.05% | Add +7.0% | 117,440 | $39.7M |
| Sei Investments Co. | 0.04% | Add +8.8% | 117,142 | $39.6M |
| Nomura Asset Management International Inc. | 0.06% | Add +14.2% | 116,158 | $39.3M |
| Treasurer of the State of North Carolina | 0.10% | Add +9.7% | 113,578 | $38.4M |
| Quantinno Capital Management LP | 0.04% | Add +14.4% | 108,737 | $36.8M |
| Loomis Sayles & Co. L P | 0.04% | Add +19.9% | 103,094 | $34.9M |
| Wells Fargo & Company | 0.01% | Add +3.7% | 93,544 | $31.7M |
| First Trust Advisors LP | 0.02% | Add +60.5% | 90,253 | $30.5M |
| New York State Common Retirement Fund | 0.04% | Reduce -2.5% | 89,089 | $30.1M |
| Arbejdsmarkedets Tillaegspension | 0.65% | Reduce -3.6% | 88,640 | $30.0M |
| Polar Capital Holdings Plc | 0.08% | Reduce -2.2% | 85,359 | $28.9M |
| Franklin Resources Inc. | 0.01% | Reduce -30.4% | 83,192 | $28.2M |
| Empowered Funds, LLC | 0.15% | Add +8.2% | 81,755 | $27.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -15.8% | 77,188 | $26.1M |
| Retirement Systems of Alabama | 0.08% | Reduce -12.4% | 75,584 | $25.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -27.6% | 74,871 | $25.3M |
| Rhumbline Advisers | 0.02% | Reduce -5.8% | 72,260 | $24.5M |
| Zurich Insurance Group Ltd | 0.17% | New | 71,322 | $24.1M |
| California Public Employees Retirement System | 0.01% | Reduce -1.2% | 69,073 | $23.4M |
| Capricorn Fund Managers Ltd | 1.87% | New | 69,045 | $23.4M |
| North Star Asset Management Inc. | 0.89% | Reduce -4.6% | 66,968 | $22.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.5% | 59,949 | $20.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 59,150 | $20.0M |
| Wallace Capital Management Inc. | 2.16% | Reduce -7.2% | 58,334 | $19.7M |
| Prudential Financial Inc. | 0.02% | Add +12.1% | 56,760 | $19.2M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -58.7% | 54,070 | $18.3M |
| Nuveen, LLC | 0.00% | Reduce -19.4% | 52,605 | $17.8M |
| Engineers Gate Manager LP | 0.23% | Add +161.4% | 51,861 | $17.5M |
| Swiss National Bank | 0.01% | Reduce -8.5% | 50,880 | $17.2M |
| Storebrand Asset Management As | 0.04% | No change | 48,257 | $16.3M |
| Moran Wealth Management, LLC | 0.42% | Add +96.0% | 45,453 | $15.4M |
| Los Angeles Capital Management LLC | 0.06% | Add +41.7% | 44,247 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Add +33.9% | 43,886 | $14.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -5.6% | 42,853 | $14.5M |
| D. E. Shaw & Co. | 0.01% | Add +9.1% | 42,839 | $14.5M |
| STRS Ohio | 0.05% | Add +6375.0% | 42,282 | $14.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +315.0% | 41,269 | $14.0M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -18.9% | 39,981 | $13.5M |
| Deutsche Bank AG | 0.00% | Reduce -23.6% | 39,692 | $13.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -1.4% | 38,897 | $13.2M |
| Legal & General Group Plc | 0.00% | Reduce -8.0% | 37,566 | $12.7M |
| BNP Paribas Financial Markets | 0.01% | Add +1049.3% | 37,364 | $12.6M |
| Nordea Investment Management AB | 0.01% | Reduce -6.1% | 35,681 | $12.3M |
| Calamos Advisors LLC | 0.06% | No change | 35,430 | $12.0M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.38% | No change | 34,950 | $11.8M |
| Basswood Capital Management, L.L.C. | 0.50% | Add +180.4% | 34,501 | $11.7M |
| Goodman Financial Corp | 1.72% | Add +1.4% | 32,962 | $11.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -5.7% | 32,841 | $11.1M |
| Zacks Investment Management | 0.08% | Reduce -1.9% | 32,115 | $10.9M |
| Intech Investment Management LLC | 0.10% | Add +26.7% | 31,878 | $10.8M |
| Capital Fund Management S.A. | 0.07% | New | 30,813 | $10.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -67.6% | 29,925 | $10.1M |
| PEAK6 LLC | 0.24% | New | 29,555 | $10.0M |
| California State Teachers Retirement System | 0.01% | Reduce -10.9% | 29,271 | $9.9M |
| Nicola Wealth Management LTD. | 1.13% | No change | 29,000 | $9.8M |
| Barclays PLC | 0.00% | Add +55.6% | 27,997 | $9.5M |
| Illinois Municipal Retirement Fund | 0.11% | Add +30.3% | 27,839 | $9.4M |
| Schroder Investment Management Group | 0.01% | Add +36.2% | 27,045 | $9.3M |
| Assetmark, Inc. | 0.02% | Reduce -1.1% | 27,179 | $9.2M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -59.7% | 26,713 | $9.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -31.8% | 26,489 | $9.0M |
| Chase Investment Counsel Corp. | 1.85% | Add +41.1% | 25,935 | $8.8M |
"% of holder's portfolio" is AMG's weight in each manager's 13F, not the share of Affiliated Managers Group the manager owns.