AFFILIATED MANAGERS GROUP (AMG) Institutional Shareholders

AFFILIATED MANAGERS GROUP (AMG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $8.48B in AMG holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of AMG tracked by InsiderSet, reporting ownership valued at approximately $938.29M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $950.55M, representing an estimated gain of +1.31% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed AMG value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Morgan Stanley, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in AFFILIATED MANAGERS GROUP (AMG).

This page ranks the largest institutional AMG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

550

Total Reported Value

$8.48B

Largest Holder

Blackrock, Inc.

Largest Position

$938.29M

Insider Transactions (90d)

4

Latest Filing Quarter

Q2 2026

New Institutional Positions

47

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.01%2,772,736$938,293,980$950,549,356+$12,255,376+1.31%
Morgan Stanley0.03%1,487,219$503,275,490$509,848,418+$6,572,928+1.31%
Vanguard Portfolio Management Llc0.02%1,391,836$470,997,302$477,149,218+$6,151,916+1.31%
Vanguard Capital Management Llc0.01%1,151,085$389,527,164$394,614,960+$5,087,796+1.31%
Boston Partners0.30%1,001,967$339,149,256$343,494,327+$4,345,071+1.28%
Ariel Appreciation FundJohn W. Rogers Jr.3.37%999,676$338,290,358$342,708,926+$4,418,568+1.31%
State Street Corp0.01%883,323$298,916,503$302,820,791+$3,904,288+1.31%
Millennium Management Llc0.20%875,116$296,139,254$300,007,267+$3,868,013+1.31%
Fuller & Thaler Asset Management, Inc.0.79%857,756$290,264,589$294,055,912+$3,791,323+1.31%
Dimensional Fund Advisors Lp0.04%670,195$226,804,617$229,756,250+$2,951,633+1.30%
Geode Capital Management, Llc0.01%590,757$199,954,869$202,523,315+$2,568,446+1.28%
Lsv Asset Management0.33%533,611$180,574,000$182,932,523+$2,358,523+1.31%
Lyrical Asset Management Lp2.03%472,886$160,024,622$162,114,779+$2,090,157+1.31%
Allianz Asset Management Gmbh0.14%453,989$153,629,877$155,636,509+$2,006,632+1.31%
Bank Of America Corp0.01%432,420$146,330,872$148,242,224+$1,911,352+1.31%
Invesco Ltd.0.01%380,623$128,802,824$130,485,177+$1,682,353+1.31%
Norges Bank0.01%361,473$122,322,463$123,920,174+$1,597,711+1.31%
Northern Trust Corp0.01%322,670$109,191,527$110,617,729+$1,426,202+1.31%
Jane Street Group, Llc0.07%309,134$104,610,945$105,977,318+$1,366,373+1.31%
Channing Capital Management, Llc2.36%302,514$102,370,738$103,707,849+$1,337,111+1.31%
Charles Schwab Investment Management Inc0.01%287,795$97,389,828$98,661,882+$1,272,054+1.31%
Bank Of New York Mellon Corp0.02%281,967$95,417,584$96,663,927+$1,246,343+1.31%
Qube Research & Technologies Ltd0.10%268,737$90,940,601$92,128,418+$1,187,817+1.31%
Goldman Sachs Group Inc0.01%258,331$87,419,211$88,561,033+$1,141,822+1.31%
Fisher Asset Management, Llc0.02%246,463$83,403,362$84,492,446+$1,089,084+1.31%
Raymond James Financial Inc0.02%239,235$80,957,494$82,014,543+$1,057,049+1.31%
Clarkston Capital Partners, Llc6.54%228,683$77,386,327$78,397,106+$1,010,779+1.31%
Bruni J V & Co6.49%210,094$71,095,810$72,024,425+$928,615+1.31%
Citadel Advisors Llc0.04%198,492$67,169,692$68,047,027+$877,335+1.31%
Kiltearn Partners Llp15.16%184,586$62,463,902$63,279,773+$815,871+1.31%
Caisse De Depot Et Placement Du Quebec0.09%182,041$61,602,674$62,407,296+$804,622+1.31%
Fmr Llc0.00%177,576$60,091,476$60,876,604+$785,128+1.31%
Ubs Group Ag0.01%175,776$59,482,599$60,259,528+$776,929+1.31%
Price T Rowe Associates Inc0.01%166,559$56,365,000$57,099,756+$734,756+1.30%
Vanguard Fiduciary Trust Co0.01%165,842$56,120,933$56,853,954+$733,021+1.31%
Lord, Abbett & Co. Llc0.16%164,477$55,659,000$56,386,005+$727,005+1.31%
Alliancebernstein L.P.0.02%189,739$52,500,781$65,046,324+$12,545,543+23.90%
Jpmorgan Chase & Co0.00%129,402$44,736,636$44,361,594-$375,042-0.84%
Renaissance Technologies LLCJim Simons0.05%117,440$39,741,696$40,260,781+$519,085+1.31%
Sei Investments Co0.03%117,142$39,644,274$40,158,620+$514,346+1.30%
Nomura Asset Management International Inc.0.06%116,158$39,308,000$39,821,286+$513,286+1.31%
Treasurer Of The State Of North Carolina0.10%113,578$38,435,000$38,936,810+$501,810+1.31%
Quantinno Capital Management Lp0.04%108,737$36,796,654$37,277,218+$480,564+1.31%
Loomis Sayles & Co L P0.04%103,094$34,886,939$35,342,685+$455,746+1.31%
Wells Fargo & Company/Mn0.01%93,544$31,655,209$32,068,754+$413,545+1.31%
First Trust Advisors Lp0.02%90,253$30,541,615$30,940,533+$398,918+1.31%
New York State Common Retirement Fund0.04%89,089$30,147,718$30,541,491+$393,773+1.31%
Arbejdsmarkedets Tillaegspension0.65%88,640$29,995,776$30,387,565+$391,789+1.31%
Polar Capital Holdings Plc0.08%85,359$28,885,486$29,262,772+$377,286+1.31%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.01%103,473$28,630,980$35,472,614+$6,841,634+23.90%
Showing 50 of 550

Frequently asked questions about AMG

  • Who owns the most AMG stock?

    The largest holders of AMG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AFFILIATED MANAGERS GROUP (AMG).

  • Is AMG widely held by superinvestors?

    Many widely followed stocks like AMG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AMG is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.