AFFILIATED MANAGERS GROUP (AMG) Institutional Ownership Changes & 13F Activity
AFFILIATED MANAGERS GROUP (AMG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ariel Appreciation Fund, State Street Corp, Millennium Management Llc, Allianz Asset Management Gmbh, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Private Client Services, Llc | Buy | +44 | +1.2% | 3,693 | $1.35M | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Buy | +36 | +7.0% | 548 | $200.35K | Q3 2026 | Oct 02, 2026 |
| Goalvest Advisory Llc | Buy | +7 | — | 7 | $2.56K | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -59,150 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -665 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -883,323 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -18,406 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -142 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Allianz Asset Management Gmbh | Sell | -453,989 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -198,492 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -4 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -2 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -24,591 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -608 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| California State Teachers Retirement System | Sell | -29,271 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -3,011 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Sell | -5,414 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| North Star Asset Management Inc | Sell | -66,968 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | Sell | -34,950 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Sell | -14,166 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -2 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -81,755 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -26,489 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -3,397 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -2,124 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -14 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Ariel Appreciation Fund | Sell | -999,676 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -875,116 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -432,420 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Invesco Ltd. | Sell | -380,623 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about AMG activity
Which institutional owners are buying AMG?
Institutional owners buying AMG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AMG activity?
"Buy" means an investor increased their reported position in AMG compared to the prior reporting period. This reflects growing exposure to AFFILIATED MANAGERS GROUP (AMG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AMG increasing?
Institutional interest in AMG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related AMG Institutional Insights
- AMG Overview
- AMG 13F Institutional Holders
- AMG Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- AMG Insider Trading & SEC Form 4 Activity
- AMG Articles
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