Affiliated Managers GroupAMG

13F holders, Q2 2026 (June 30)
566holders +18
72new positions
54sold out
8famous investors
$338.01avg. 13F price*

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

0200400600 Q1 2024: 403Q1 2024Q2 2024: 406Q2 2024Q3 2024: 422Q3 2024Q4 2024: 408Q4 2024Q1 2025: 396Q1 2025Q2 2025: 433Q2 2025Q3 2025: 450Q3 2025Q4 2025: 511Q4 2025Q1 2026: 548Q1 2026Q2 2026: 566Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions72$113.1M
Exits54$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.

Show all 566 holders