AFFILIATED MANAGERS GROUP (AMG) Institutional Ownership

AMG is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $327.58M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Ariel Appreciation Fund, which reported ownership valued at approximately $294.42M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Ariel Appreciation Fund's AMG position is now estimated to be worth approximately $360.81M, representing an estimated gain of +22.55% since the filing period.

Major shareholders tracked on this page include Ariel Appreciation Fund, Renaissance Technologies LLC, Longleaf Partners, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward AFFILIATED MANAGERS GROUP (AMG).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20264$327,579,6191,183,880
Q4 20254$349,080,0051,210,906
Q3 20255$320,168,8301,342,821
Q2 20255$277,633,0411,410,952
Q1 20254$325,461,0041,936,922
Q4 20244$402,813,8252,178,314
Q3 20243$404,813,2662,276,790
Q2 20243$363,744,9972,328,266
Q1 20243$362,563,1222,221,587
Q4 20234$322,383,9382,233,966
Q3 20233$273,218,7472,111,485
Q2 20233$298,015,0312,009,104

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