AFFILIATED MANAGERS GROUP AMG
$344.60
+2.3% 52w: $183.42 – $357.50
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data183.42270.46357.50
Jun 20, 2025 Jul 2, 2026
Institutional holders
544
+35 QoQ
13F value
$6.87B
-10.4% QoQ
Smart-money holders
19
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.8×
$10.5M calls / $13.9M puts
Institutional value by quarter
Number of holders
Who owns AMG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 2.9M | $793.5M | 0.0% | +2.4% |
| MORGAN STANLEY | Bank broker | 1.7M | $479.4M | 0.0% | +1.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.4M | $376.3M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.2M | $325.1M | 0.0% | — |
| ARIEL INVESTMENTS, LLC | Other | 1.1M | $294.4M | 3.3% | -10.0% |
| Boston Partners | Other | 971.2K | $268.7M | 0.3% | -14.6% |
| STATE STREET CORP | Index provider | 926.7K | $256.4M | 0.0% | -0.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | Other | 760.2K | $210.4M | 0.7% | -44.6% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 718.3K | $198.7M | 0.0% | +2.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 635.8K | $176.0M | 0.0% | +15.4% |
| LYRICAL ASSET MANAGEMENT LP ★3 | Fundamental concentrated | 502.1K | $138.9M | 2.1% | -9.0% |
| Allianz Asset Management GmbH | Diversified mechanical | 488.7K | $135.2M | 0.2% | +14.6% |
| LSV ASSET MANAGEMENT | Other | 476.8K | $131.9M | 0.3% | +0.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 409.6K | $113.3M | 0.0% | +75.5% |
| NORTHERN TRUST CORP | Index provider | 348.9K | $96.5M | 0.0% | +7.1% |
| Invesco Ltd. | Index provider | 316.5K | $87.6M | 0.0% | +227.2% |
| Clarkston Capital Partners, LLC ★2 | Fundamental diversified | 313.7K | $86.8M | 6.6% | -65.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 308.0K | $85.2M | 0.0% | +0.8% |
| Channing Capital Management, LLC | Other | 302.7K | $83.7M | 2.1% | +4.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 300.3K | $83.1M | 0.0% | +21.5% |
| Fisher Asset Management, LLC | Long only active | 253.3K | $70.1M | 0.0% | +3.9% |
| JANE STREET GROUP, LLC | Market maker | 252.5K | $69.9M | 0.1% | +530.0% |
| BRUNI J V & CO /CO ★3 | Fundamental concentrated | 249.8K | $69.1M | 7.2% | -0.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 247.2K | $68.4M | 0.0% | -22.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 231.5K | $63.6M | 0.0% | -2.3% |
| Caisse de depot et placement du Quebec | Other | 220.9K | $61.1M | 0.1% | +108.2% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 206.1K | $59.4M | 0.0% | +137.9% |
| Kiltearn Partners LLP ★3 | Fundamental concentrated | 195.1K | $54.0M | 14.5% | -17.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 185.4K | $51.3M | 0.0% | +14.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 183.6K | $50.8M | 0.0% | -24.2% |
| FMR LLC | Long only active | 180.0K | $49.8M | 0.0% | -1.0% |
| Artisan Partners Limited Partnership | Other | 173.6K | $48.0M | 0.1% | +33.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 172.3K | $47.7M | 0.0% | — |
| LORD, ABBETT & CO. LLC | Other | 154.7K | $42.8M | 0.1% | +100.0% |
| Qube Research & Technologies Ltd | Quant stat arb | 154.2K | $42.7M | 0.1% | +293.0% |
| Woodline Partners LP | Other | 145.9K | $40.4M | 0.2% | New |
| JPMORGAN CHASE & CO | Bank broker | 140.5K | $37.9M | 0.0% | +5.0% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 130.8K | $36.2M | 0.1% | +107.1% |
| UBS Group AG | Bank broker | 129.1K | $35.7M | 0.0% | -56.3% |
| FRANKLIN RESOURCES INC | Long only active | 119.6K | $33.1M | 0.0% | +89.6% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 109.8K | $30.4M | 0.0% | +474.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 107.7K | $29.8M | 0.0% | +5.2% |
| Treasurer of the State of North Carolina | Diversified mechanical | 103.5K | $28.6M | 0.1% | +9.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 103.5K | $28.6M | 0.0% | +2.9% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 101.7K | $28.1M | 0.0% | -17.2% |
| Quantinno Capital Management LP | Diversified mechanical | 95.1K | $26.3M | 0.0% | +41.7% |
| Russell Investments Group, Ltd. | Diversified mechanical | 92.3K | $25.5M | 0.0% | +75.2% |
| Arbejdsmarkedets Tillaegspension | Other | 91.9K | $25.4M | 0.6% | +7.2% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 91.6K | $25.4M | 0.0% | -3.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 91.4K | $25.3M | 0.0% | -0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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