AMG Institutional Ownership & Shareholders
AFFILIATED MANAGERS GROUP (AMG) is currently held by 570 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.48B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.06B, representing an estimated gain of +12.76% 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
570
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
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 2,772,736 | $938,293,980 | $1,057,992,876 | +$119,698,896 | +12.76% | |
| Morgan Stanley | 0.03% | 1,487,219 | $503,275,490 | $567,478,154 | +$64,202,664 | +12.76% | |
| Vanguard Portfolio Management Llc | 0.02% | 1,391,836 | $470,997,302 | $531,082,863 | +$60,085,561 | +12.76% | |
| Vanguard Capital Management Llc | 0.01% | 1,151,085 | $389,527,164 | $439,219,503 | +$49,692,339 | +12.76% | |
| Boston Partners | 0.30% | 1,001,967 | $339,149,256 | $382,320,548 | +$43,171,292 | +12.73% | |
| Ariel Appreciation Fund | John W. Rogers Jr. | 3.37% | 999,676 | $338,290,358 | $381,446,371 | +$43,156,013 | +12.76% |
| State Street Corp | 0.01% | 883,323 | $298,916,503 | $337,049,557 | +$38,133,054 | +12.76% | |
| Millennium Management Llc | 0.20% | 875,116 | $296,139,254 | $333,918,012 | +$37,778,758 | +12.76% | |
| Fuller & Thaler Asset Management, Inc. | 0.79% | 857,756 | $290,264,589 | $327,293,957 | +$37,029,368 | +12.76% | |
| Dimensional Fund Advisors Lp | 0.04% | 670,195 | $226,804,617 | $255,726,306 | +$28,921,689 | +12.75% | |
| Geode Capital Management, Llc | 0.01% | 590,757 | $199,954,869 | $225,415,148 | +$25,460,279 | +12.73% | |
| Lsv Asset Management | 0.33% | 533,611 | $180,574,000 | $203,609,949 | +$23,035,949 | +12.76% | |
| Lyrical Asset Management Lp | 2.03% | 472,886 | $160,024,622 | $180,439,111 | +$20,414,489 | +12.76% | |
| Allianz Asset Management Gmbh | 0.14% | 453,989 | $153,629,877 | $173,228,583 | +$19,598,706 | +12.76% | |
| Bank Of America Corp | 0.01% | 432,420 | $146,330,872 | $164,998,499 | +$18,667,627 | +12.76% | |
| Invesco Ltd. | 0.01% | 380,623 | $128,802,824 | $145,234,318 | +$16,431,494 | +12.76% | |
| Norges Bank | 0.01% | 361,473 | $122,322,463 | $137,927,253 | +$15,604,790 | +12.76% | |
| Northern Trust Corp | 0.01% | 322,670 | $109,191,527 | $123,121,192 | +$13,929,665 | +12.76% | |
| Jane Street Group, Llc | 0.07% | 309,134 | $104,610,945 | $117,956,260 | +$13,345,315 | +12.76% | |
| Charles Schwab Investment Management Inc | 0.01% | 287,795 | $97,389,828 | $109,813,938 | +$12,424,110 | +12.76% | |
| Bank Of New York Mellon Corp | 0.02% | 281,967 | $95,417,584 | $107,590,148 | +$12,172,564 | +12.76% | |
| Channing Capital Management, Llc | 2.45% | 255,475 | $93,404,215 | $97,481,596 | +$4,077,381 | +4.37% | |
| Qube Research & Technologies Ltd | 0.10% | 268,737 | $90,940,601 | $102,541,977 | +$11,601,376 | +12.76% | |
| Goldman Sachs Group Inc | 0.01% | 258,331 | $87,419,211 | $98,571,360 | +$11,152,149 | +12.76% | |
| Fisher Asset Management, Llc | 0.02% | 246,463 | $83,403,362 | $94,042,887 | +$10,639,525 | +12.76% | |
| Raymond James Financial Inc | 0.02% | 239,235 | $80,957,494 | $91,284,899 | +$10,327,405 | +12.76% | |
| Clarkston Capital Partners, Llc | 6.54% | 228,683 | $77,386,327 | $87,258,572 | +$9,872,245 | +12.76% | |
| Bruni J V & Co | 6.49% | 210,094 | $71,095,810 | $80,165,568 | +$9,069,758 | +12.76% | |
| Citadel Advisors Llc | 0.04% | 198,492 | $67,169,692 | $75,738,592 | +$8,568,900 | +12.76% | |
| Kiltearn Partners Llp | 15.16% | 184,586 | $62,463,902 | $70,432,480 | +$7,968,578 | +12.76% | |
| Caisse De Depot Et Placement Du Quebec | 0.09% | 182,041 | $61,602,674 | $69,461,384 | +$7,858,710 | +12.76% | |
| Fmr Llc | 0.00% | 177,576 | $60,091,476 | $67,757,674 | +$7,666,198 | +12.76% | |
| Ubs Group Ag | 0.01% | 175,776 | $59,482,599 | $67,070,848 | +$7,588,249 | +12.76% | |
| Price T Rowe Associates Inc | 0.01% | 166,559 | $56,365,000 | $63,553,918 | +$7,188,918 | +12.75% | |
| Vanguard Fiduciary Trust Co | 0.01% | 165,842 | $56,120,933 | $63,280,332 | +$7,159,399 | +12.76% | |
| Lord, Abbett & Co. Llc | 0.16% | 164,477 | $55,659,000 | $62,759,489 | +$7,100,489 | +12.76% | |
| Alliancebernstein L.P. | 0.02% | 189,739 | $52,500,781 | $72,398,710 | +$19,897,929 | +37.90% | |
| Jpmorgan Chase & Co | 0.00% | 129,402 | $44,736,636 | $49,375,921 | +$4,639,285 | +10.37% | |
| Renaissance Technologies LLC | Jim Simons | 0.05% | 117,440 | $39,741,696 | $44,811,581 | +$5,069,885 | +12.76% |
| Sei Investments Co | 0.03% | 117,142 | $39,644,274 | $44,697,873 | +$5,053,599 | +12.75% | |
| Nomura Asset Management International Inc. | 0.06% | 116,158 | $39,308,000 | $44,322,408 | +$5,014,408 | +12.76% | |
| Treasurer Of The State Of North Carolina | 0.10% | 113,578 | $38,435,000 | $43,337,957 | +$4,902,957 | +12.76% | |
| Quantinno Capital Management Lp | 0.04% | 108,737 | $36,796,654 | $41,490,777 | +$4,694,123 | +12.76% | |
| Loomis Sayles & Co L P | 0.04% | 103,094 | $34,886,939 | $39,337,578 | +$4,450,639 | +12.76% | |
| Wells Fargo & Company/Mn | 0.01% | 93,544 | $31,655,209 | $35,693,584 | +$4,038,375 | +12.76% | |
| First Trust Advisors Lp | 0.02% | 90,253 | $30,541,615 | $34,437,837 | +$3,896,222 | +12.76% | |
| New York State Common Retirement Fund | 0.04% | 89,089 | $30,147,718 | $33,993,690 | +$3,845,972 | +12.76% | |
| Polar Capital Holdings Plc | 0.08% | 85,359 | $28,885,486 | $32,570,434 | +$3,684,948 | +12.76% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 103,473 | $28,630,980 | $39,482,193 | +$10,851,213 | +37.90% | |
| Empowered Funds, Llc | 0.15% | 81,755 | $27,665,891 | $31,195,255 | +$3,529,364 | +12.76% |
Frequently asked questions about AMG
Who are the largest institutional holders of AMG?
The largest institutional holders of AMG reported in the latest SEC Form 13F filings include Blackrock, Inc., Morgan Stanley, Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and Boston Partners. InsiderSet ranks institutional holders by their latest reported AMG position.
What is AMG institutional ownership?
This page tracks AMG positions reported by institutional investment managers through SEC Form 13F. AFFILIATED MANAGERS GROUP (AMG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AMG?
InsiderSet currently tracks 570 institutional managers reporting AMG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AMG shareholders.
How much AMG stock do institutions own?
Institutional investment managers disclosed approximately $8.48B in AMG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AMG institutional ownership last updated?
The latest AMG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AMG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AMG position after the reporting date.
Are institutions buying or selling AMG?
Institutional buying and selling can be analyzed by comparing AMG positions across consecutive 13F reporting periods. InsiderSet's AMG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AMG ownership changes.
How has AMG institutional ownership changed over time?
InsiderSet tracks AMG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.