AFFILIATED MANAGERS GROUP (AMG) Institutional Ownership and Insiders Activity
AFFILIATED MANAGERS GROUP (AMG) is widely held by institutional investors, with 4 tracked firms reporting positions valued at approximately $327.58M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Ariel Appreciation Fund is the largest disclosed holder, reporting approximately $294.42M in AMG holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Ariel Appreciation Fund representing the majority of disclosed value.
Institutional Holders
4
Total Reported Value
$327.58M
Largest Holder
Ariel Appreciation Fund
Largest Position
$294.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Ariel Appreciation Fund$294.42M
- Renaissance Technologies LLC$30.37M
- Longleaf Partners$1.54M
- Sequoia Financial Advisors$1.26M
AMG News
All news- Ariel Fund's Strategic Holdings: Focus on Healthcare and Consumer Sectors
May 15, 2026 · valut.ai
- John W. Rogers' Ariel Fund Top Holdings: Significant Share Changes in March 2026
May 15, 2026 · valut.ai
- John W. Rogers Jr. Ariel Appreciation Fund: Quarterly Portfolio Trends Analysis
May 15, 2026 · valut.ai
- John W. Rogers Ariel Investment: Q1 2026 Portfolio Shifts
May 15, 2026 · valut.ai
- John W. Rogers Ariel Fund: March 2026 Portfolio Update
May 15, 2026 · valut.ai
- Ariel Fund Focus: High Exposure to Financials & Healthcare
Mar 2, 2026 · valut.ai
- John W. Rogers Jr.'s Ariel Fund Top Holdings: Focus on Cruise Line and Real Estate
Mar 2, 2026 · valut.ai
- John W. Rogers Jr. Ariel Appreciation Fund: Quarterly Portfolio Trends Analysis
Mar 2, 2026 · valut.ai
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