Affiliated Managers GroupAMG
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $150.3M |
| Exits | 44 | $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.