Affiliated Managers GroupAMG

13F holders, Q1 2026 (March 31)
548holders +37
81new positions
44sold out
10famous investors
$276.73avg. 13F price*

At the end of Q1 2026, 548 institutions reported holding Affiliated Managers Group (AMG) in their 13F filings, up 37 from Q4 2025. 81 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($793.5M), Morgan Stanley ($479.4M) and Vanguard Portfolio Management LLC ($376.3M). 10 famous investors held it, including John W. Rogers Jr. (3.3% of Ariel Investments's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions81$150.3M
Exits44$215.4M

All 13F filers, Q4 2025 → Q1 2026: 2,818,419 shares bought and 3,493,605 shares sold, net −675,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 548 holders

BlackRock, Inc. 0.01% Add +2.5% 2,867,665 $793.5M
Morgan Stanley 0.03% Add +1.6% 1,732,512 $479.4M
Vanguard Portfolio Management LLC 0.02% — 1,359,793 $376.3M
Vanguard Capital Management LLC 0.01% — 1,174,746 $325.1M
Ariel Investments 3.30% Reduce -10.0% 1,064,030 $294.4M
Boston Partners 0.28% Reduce -14.6% 971,247 $268.7M
State Street Corp. 0.01% Reduce -0.3% 926,733 $256.4M
Fuller & Thaler Asset Management, Inc. 0.71% Add +10.9% 760,213 $210.4M
Dimensional Fund Advisors LP 0.04% Add +2.7% 718,313 $198.7M
Geode Capital Management, LLC 0.01% Add +15.3% 635,778 $176.0M
Lyrical Asset Management LP 2.12% Reduce -9.0% 502,121 $138.9M
Allianz Asset Management GmbH 0.16% Add +14.6% 488,742 $135.2M
LSV Asset Management 0.28% Add +0.8% 476,811 $131.9M
Bank of America Corp. 0.01% Add +75.5% 409,578 $113.3M
Northern Trust Corp. 0.01% Add +7.1% 348,882 $96.5M
Invesco Ltd. 0.01% Add +227.2% 316,490 $87.6M
Clarkston Capital Partners, LLC 6.62% Reduce -65.3% 313,708 $86.8M
Charles Schwab Investment Management Inc. 0.01% Add +0.8% 308,031 $85.2M
Channing Capital Management, LLC 2.14% Add +4.1% 302,672 $83.7M
Bank of New York Mellon Corp 0.02% Add +21.5% 300,265 $83.1M
Fisher Asset Management 0.02% Add +3.9% 253,263 $70.1M
Jane Street Group, LLC 0.08% Add +530.0% 252,505 $69.9M
Bruni J V & Co. 7.22% Reduce -0.9% 249,765 $69.1M
Citadel Advisors 0.05% Reduce -22.6% 247,220 $68.4M
Raymond James Financial Inc. 0.02% Reduce -2.3% 231,461 $63.6M
Caisse de depot et placement du Quebec 0.10% Add +108.2% 220,887 $61.1M
Alliancebernstein L.P. 0.02% Add +137.9% 206,103 $59.4M
Kiltearn Partners LLP 14.53% Reduce -17.5% 195,114 $54.0M
Goldman Sachs Group Inc. 0.01% Add +14.7% 185,357 $51.3M
T. Rowe Price Associates Inc. 0.01% Reduce -24.2% 183,621 $50.8M
FMR LLC 0.00% Reduce -1.0% 179,975 $49.8M
Artisan Partners Limited Partnership 0.08% Add +33.4% 173,595 $48.0M
Vanguard Fiduciary Trust Co. 0.01% — 172,259 $47.7M
Lord, Abbett & Co. LLC 0.15% Add +100.0% 154,670 $42.8M
Qube Research & Technologies Ltd 0.06% Add +293.0% 154,233 $42.7M
Woodline Partners LP 0.15% New 145,879 $40.4M
JPMorgan Chase & Co. 0.00% Add +5.0% 140,540 $37.9M
Voloridge Investment Management, LLC 0.15% Add +107.1% 130,848 $36.2M
UBS Group AG 0.01% Reduce -56.3% 129,121 $35.7M
Franklin Resources Inc. 0.01% Add +89.6% 119,615 $33.1M
Renaissance Technologies 0.05% Add +474.6% 109,750 $30.4M
Sei Investments Co. 0.03% Add +5.2% 107,654 $29.8M
Treasurer of the State of North Carolina 0.09% Add +9.6% 103,528 $28.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +2.9% 103,473 $28.6M
Nomura Asset Management International Inc. 0.05% Reduce -17.2% 101,736 $28.1M
Quantinno Capital Management LP 0.04% Add +41.7% 95,058 $26.3M
Russell Investments Group, Ltd. 0.03% Add +75.2% 92,346 $25.5M
Arbejdsmarkedets Tillaegspension 0.63% Add +7.2% 91,949 $25.4M
Victory Capital Management Inc. 0.02% Reduce -3.0% 91,635 $25.4M
New York State Common Retirement Fund 0.04% Reduce -0.1% 91,398 $25.3M
Man Group plc 0.05% Add +7.4% 90,548 $25.1M
Wells Fargo & Company 0.01% Add +4.8% 90,193 $25.0M
Polar Capital Holdings Plc 0.11% Reduce -18.6% 87,278 $24.1M
Retirement Systems of Alabama 0.08% Add +0.8% 86,240 $23.9M
Loomis Sayles & Co. L P 0.03% Add +15.7% 85,945 $23.8M
Rhumbline Advisers 0.02% Add +0.5% 76,741 $21.2M
Empowered Funds, LLC 0.13% New 75,572 $20.9M
North Star Asset Management Inc. 0.84% Reduce -9.1% 70,191 $19.4M
California Public Employees Retirement System 0.01% Add +3.8% 69,902 $19.3M
Schonfeld Strategic Advisors LLC 0.15% Add +130.7% 66,254 $18.3M
Nuveen, LLC 0.00% Add +1.4% 65,272 $18.1M
Wallace Capital Management Inc. 2.00% Reduce -3.4% 62,874 $17.4M
Principal Financial Group Inc. 0.01% Add +3.8% 62,786 $17.4M
Prana Capital Management, LP 0.52% Add +313.1% 61,489 $17.0M
Envestnet Asset Management Inc. 0.00% Add +41.7% 61,098 $16.9M
Freestone Grove Partners LP 0.12% Reduce -21.2% 57,832 $16.0M
First Trust Advisors LP 0.01% Reduce -44.9% 56,242 $15.6M
Swiss National Bank 0.01% Reduce -0.9% 55,600 $15.4M
Deutsche Bank AG 0.00% Add +1.1% 51,936 $14.4M
Prudential Financial Inc. 0.02% Add +210.7% 50,615 $14.0M
Robeco Institutional Asset Management B.V. 0.02% Add +41.2% 49,291 $13.6M
Storebrand Asset Management As 0.04% Add +26.1% 48,257 $13.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +2.2% 45,388 $12.6M
Point72 Asset Management 0.02% New 44,273 $12.3M
Legal & General Group Plc 0.00% Reduce -7.6% 40,814 $11.3M
Thrivent Financial for Lutherans 0.02% Reduce -0.0% 39,442 $10.9M
D. E. Shaw & Co. 0.01% No change 39,261 $10.9M
Public Employees Retirement System of Ohio 0.03% Reduce -16.5% 38,819 $10.7M
Nordea Investment Management AB 0.01% Reduce -4.5% 37,988 $10.4M
Calamos Advisors LLC 0.05% No change 35,430 $9.8M
Livforsakringsbolaget Skandia, Omsesidigt 0.38% Add +9.7% 34,950 $9.7M
New York State Teachers Retirement System 0.02% Reduce -2.6% 34,828 $9.6M
BW Gestao de Investimentos Ltda. 0.41% Reduce -21.4% 33,000 $9.1M
California State Teachers Retirement System 0.01% Add +22.7% 32,852 $9.1M
Ameriprise Financial Inc. 0.00% Reduce -29.1% 32,770 $9.1M
Zacks Investment Management 0.07% Add +4.0% 32,724 $9.1M
Goodman Financial Corp 1.54% Reduce -51.9% 32,492 $9.0M
Corient Private Wealth LP 0.01% Add +138.6% 32,136 $8.9M
Oak Thistle LLC 0.86% Add +265.9% 31,835 $8.8M
Los Angeles Capital Management LLC 0.03% Reduce -43.4% 31,223 $8.6M
Nicola Wealth Management LTD. 0.96% No change 29,000 $8.0M
Assetmark, Inc. 0.02% Reduce -2.2% 27,485 $7.6M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +6.6% 26,398 $7.3M
Reinhart Partners, Llc. 0.21% Reduce -7.1% 26,285 $7.3M
Susquehanna Portfolio Strategies, LLC 0.11% No change 26,123 $7.2M
Y-Intercept (Hong Kong) Ltd 0.14% New 25,891 $7.2M
Intech Investment Management LLC 0.07% Add +339.5% 25,169 $7.0M
Arrowstreet Capital, Limited Partnership 0.00% No change 24,858 $6.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 24,390 $6.7M
Nisa Investment Advisors, LLC 0.02% Add +23.6% 24,270 $6.7M

"% 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 548 holders