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 $6.65B 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 $793.48M in its March 31, 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 $1.05B, representing an estimated gain of +32.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
540
Total Reported Value
$6.65B
Largest Holder
Blackrock, Inc.
Largest Position
$793.48M
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
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% | 2,867,665 | $793,482,850 | $1,051,658,785 | +$258,175,935 | +32.54% | |
| Morgan Stanley | 0.03% | 1,732,512 | $479,386,628 | $635,364,126 | +$155,977,498 | +32.54% | |
| Vanguard Portfolio Management Llc | 0.02% | 1,359,793 | $376,254,723 | $498,676,887 | +$122,422,164 | +32.54% | |
| Vanguard Capital Management Llc | 0.01% | 1,174,746 | $325,052,218 | $430,814,601 | +$105,762,383 | +32.54% | |
| Ariel Appreciation Fund | John W. Rogers Jr. | 3.30% | 1,064,030 | $294,417,101 | $390,211,722 | +$95,794,621 | +32.54% |
| Boston Partners | 0.28% | 971,247 | $268,714,497 | $356,185,412 | +$87,470,915 | +32.55% | |
| State Street Corp | 0.01% | 926,733 | $256,427,021 | $339,860,793 | +$83,433,772 | +32.54% | |
| Fuller & Thaler Asset Management, Inc. | 0.71% | 760,213 | $210,350,899 | $278,792,913 | +$68,442,014 | +32.54% | |
| Dimensional Fund Advisors Lp | 0.04% | 718,313 | $198,745,831 | $263,426,926 | +$64,681,095 | +32.54% | |
| Geode Capital Management, Llc | 0.01% | 635,778 | $175,955,023 | $233,158,866 | +$57,203,843 | +32.51% | |
| Lyrical Asset Management Lp | 2.12% | 502,121 | $138,936,881 | $184,142,834 | +$45,205,953 | +32.54% | |
| Allianz Asset Management Gmbh | 0.16% | 488,742 | $135,234,911 | $179,236,354 | +$44,001,443 | +32.54% | |
| Bank Of America Corp | 0.01% | 409,578 | $113,330,258 | $150,204,540 | +$36,874,282 | +32.54% | |
| Channing Capital Management, Llc | 2.36% | 302,514 | $102,370,738 | $110,940,959 | +$8,570,221 | +8.37% | |
| Northern Trust Corp | 0.01% | 348,882 | $96,535,650 | $127,945,496 | +$31,409,846 | +32.54% | |
| Invesco Ltd. | 0.01% | 316,490 | $87,572,785 | $116,066,378 | +$28,493,593 | +32.54% | |
| Clarkston Capital Partners, Llc | 6.62% | 313,708 | $86,803,004 | $115,046,135 | +$28,243,131 | +32.54% | |
| Storebrand Asset Management As | 0.03% | 693,839 | $86,187,767 | $254,451,576 | +$168,263,809 | +195.23% | |
| Charles Schwab Investment Management Inc | 0.01% | 308,031 | $85,232,178 | $112,964,209 | +$27,732,031 | +32.54% | |
| Bank Of New York Mellon Corp | 0.02% | 300,265 | $83,083,403 | $110,116,183 | +$27,032,780 | +32.54% | |
| Fisher Asset Management, Llc | 0.02% | 253,263 | $70,077,944 | $92,879,140 | +$22,801,196 | +32.54% | |
| Jane Street Group, Llc | 0.08% | 252,505 | $69,868,134 | $92,601,159 | +$22,733,025 | +32.54% | |
| Bruni J V & Co | 7.22% | 249,765 | $69,109,976 | $91,596,318 | +$22,486,342 | +32.54% | |
| Citadel Advisors Llc | 0.05% | 247,220 | $68,405,774 | $90,662,991 | +$22,257,217 | +32.54% | |
| Raymond James Financial Inc | 0.02% | 231,461 | $63,579,456 | $84,883,693 | +$21,304,237 | +33.51% | |
| Caisse De Depot Et Placement Du Quebec | 0.10% | 220,887 | $61,119,433 | $81,005,890 | +$19,886,457 | +32.54% | |
| Alliancebernstein L.P. | 0.02% | 206,103 | $59,415,373 | $75,584,153 | +$16,168,780 | +27.21% | |
| Kiltearn Partners Llp | 14.53% | 195,114 | $53,988,044 | $71,554,157 | +$17,566,113 | +32.54% | |
| Goldman Sachs Group Inc | 0.01% | 185,357 | $51,288,290 | $67,975,973 | +$16,687,683 | +32.54% | |
| Fmr Llc | 0.00% | 179,975 | $49,799,126 | $66,002,232 | +$16,203,106 | +32.54% | |
| Artisan Partners Limited Partnership | 0.08% | 173,595 | $48,033,737 | $63,662,494 | +$15,628,757 | +32.54% | |
| Vanguard Fiduciary Trust Co | 0.01% | 172,259 | $47,664,065 | $63,172,543 | +$15,508,478 | +32.54% | |
| Qube Research & Technologies Ltd | 0.06% | 154,233 | $42,676,271 | $56,561,868 | +$13,885,597 | +32.54% | |
| Woodline Partners Lp | 0.15% | 145,879 | $40,364,719 | $53,498,206 | +$13,133,487 | +32.54% | |
| Voloridge Investment Management, Llc | 0.15% | 130,848 | $36,205,642 | $47,985,887 | +$11,780,245 | +32.54% | |
| Ubs Group Ag | 0.01% | 129,121 | $35,727,781 | $47,352,544 | +$11,624,763 | +32.54% | |
| Franklin Resources Inc | 0.01% | 119,615 | $33,097,471 | $43,866,409 | +$10,768,938 | +32.54% | |
| Renaissance Technologies LLC | Jim Simons | 0.05% | 109,750 | $30,367,825 | $40,248,618 | +$9,880,793 | +32.54% |
| New York State Common Retirement Fund | 0.04% | 89,089 | $30,147,718 | $32,671,609 | +$2,523,891 | +8.37% | |
| Arbejdsmarkedets Tillaegspension | 0.65% | 88,640 | $29,995,776 | $32,506,947 | +$2,511,171 | +8.37% | |
| Sei Investments Co | 0.03% | 107,654 | $29,786,546 | $39,479,951 | +$9,693,405 | +32.54% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 103,473 | $28,630,980 | $37,946,653 | +$9,315,673 | +32.54% | |
| Nomura Asset Management International Inc. | 0.05% | 101,736 | $28,150,000 | $37,309,643 | +$9,159,643 | +32.54% | |
| Quantinno Capital Management Lp | 0.04% | 95,058 | $26,302,768 | $34,860,620 | +$8,557,852 | +32.54% | |
| Retirement Systems Of Alabama | 0.08% | 75,584 | $25,577,626 | $27,718,920 | +$2,141,294 | +8.37% | |
| Russell Investments Group, Ltd. | 0.03% | 92,346 | $25,549,451 | $33,866,049 | +$8,316,598 | +32.55% | |
| Victory Capital Management Inc | 0.02% | 91,635 | $25,355,405 | $33,605,304 | +$8,249,899 | +32.54% | |
| Man Group Plc | 0.05% | 90,548 | $25,054,632 | $33,206,668 | +$8,152,036 | +32.54% | |
| Wells Fargo & Company/Mn | 0.00% | 90,193 | $24,956,250 | $33,076,479 | +$8,120,229 | +32.54% | |
| Polar Capital Holdings Plc | 0.11% | 87,278 | $24,149,823 | $32,007,461 | +$7,857,638 | +32.54% |
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.