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Affiliated Managers Group (AMG) Institutional Ownership

Affiliated Managers Group logo
$363.40 +6.93 (+1.94%)
As of 09/3/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Affiliated Managers Group (NYSE:AMG)

Current
Institutional Ownership
Percentage
95.30%
Number of
Institutional Buyers
(last 12 months)
298
Total
Institutional Inflows
(last 12 months)
$6.11B
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$3.40B
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AMG Institutional Buying and Selling by Quarter

Affiliated Managers Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP24,591$8.32M0.0%-23.5%0.095%
8/26/2026 Amundi3,187$1.08M0.0%+6.3%0.012%
8/26/2026 Brown Financial Advisors608$206K0.1%-33.3%0.002%
8/26/2026 HighTower Advisors LLC3,424$1.16M0.0%-11.4%0.013%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al3,760$1.27M0.0%N/A0.015%
8/24/2026 California State Teachers Retirement System9,905,306$3.35B0.0%+30,051.3%38.304%
8/23/2026 Wedmont Private Capital771$283K0.0%+5.3%0.003%
8/22/2026 AlphaGrep UK Ltd1,055$357K0.1%N/A0.004%
8/22/2026 Syon Capital LLC1,612$546K0.0%+11.1%0.006%
8/21/2026 iSAM Funds UK Ltd640$217K0.2%N/A0.002%
8/21/2026 Nykredit A S1,287$436K0.0%N/A0.005%
8/21/2026 Secure Asset Management LLC8,156$208K0.0%N/A0.032%
8/20/2026 Susquehanna Fundamental Investments LLC19,530$6.61M0.1%+163.1%0.076%
8/20/2026 Two Sigma Securities LLC1,460$494K0.0%-27.8%0.006%
8/20/2026 Alyeska Investment Group L.P.3,386$1.15M0.0%N/A0.013%
8/20/2026 Cookson Peirce & Co. Inc.4,648$1.57M0.1%-14.9%0.018%
8/20/2026 Northwestern Mutual Wealth Management Co.607$205K0.0%-9.8%0.002%
8/20/2026 Penn Capital Management Company LLC5,397$1.85M0.1%+20.0%0.021%
8/20/2026 Greenleaf Trust1,726$584K0.0%-3.3%0.007%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC74,871$25.34M0.0%-27.6%0.290%
8/19/2026 Van ECK Associates Corp20,250$6.85M0.0%N/A0.078%
8/19/2026 Hsbc Holdings PLC5,078$1.73M0.0%-45.7%0.020%
8/19/2026 Wellington Management Group LLP20,256$6.86M0.0%-1.7%0.078%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt34,950$11.82M0.4%N/A0.135%
8/18/2026 North Star Asset Management Inc.66,968$22.66M0.9%N/A0.259%
8/18/2026 Empowered Funds LLC81,755$27.67M0.1%N/A0.316%
8/18/2026 United Capital Financial Advisors LLC2,124$719K0.0%N/A0.008%
8/18/2026 Public Employees Retirement System of Ohio26,489$8.96M0.0%N/A0.102%
8/17/2026 Redwood Investment Management LLC3,397$1.15M0.1%N/A0.013%
8/17/2026 Corient Private Wealth LP24,635$8.34M0.0%N/A0.095%
8/17/2026 Bank of America Corp DE432,420$146.33M0.0%N/A1.672%
8/17/2026 Basswood Capital Management L.L.C.34,501$11.68M0.5%N/A0.133%
8/15/2026 Strategic Global Advisors LLC14,706$4.98M0.7%N/A0.057%
8/15/2026 Wallace Capital Management Inc.58,334$19.74M2.2%N/A0.226%
8/15/2026 Caisse de depot et placement du Quebec182,041$61.60M0.1%N/A0.704%
8/15/2026 Man Group plc24,043$8.14M0.0%N/A0.093%
8/15/2026 Jupiter Topco LLC10,930$3.70M0.0%N/A0.042%
8/14/2026 Hsbc Holdings PLC5,078$1.73M0.0%N/A0.020%
8/14/2026 Legal & General Group Plc37,566$12.71M0.0%N/A0.145%
8/14/2026 The Manufacturers Life Insurance Company18,406$6.23M0.0%N/A0.071%
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8/14/2026 Manning & Napier Advisors LLC1,070$366K0.0%N/A0.004%
8/14/2026 L2 Asset Management LLC4,781$1.62M0.2%N/A0.018%
8/14/2026 Cetera Trust Company N.A1,640$555K0.3%N/A0.006%
8/14/2026 Algert Global LLC23,607$7.99M0.1%+4.0%0.091%
8/13/2026 PEAK6 LLC29,555$10.00M0.0%N/A0.114%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.611$207K0.0%N/A0.002%
8/13/2026 Kiltearn Partners LLP184,586$62.46M15.2%N/A0.714%
8/13/2026 First Nebraska Trust Co643$218K0.0%N/A0.002%
8/13/2026 Kendall Capital Management3,685$1.25M0.2%N/A0.014%
8/12/2026 Elevation Point Wealth Partners LLC785$266K0.0%N/A0.003%
8/12/2026 Commerce Bank7,485$2.53M0.0%N/A0.029%
8/12/2026 Northwestern Mutual Wealth Management Co.607$205K0.0%N/A0.002%
8/12/2026 Quantbot Technologies LP2,512$850K0.0%N/A0.010%
8/12/2026 Evolve Private Wealth LLC4,417$1.50M0.1%N/A0.017%
8/12/2026 Farringdon Capital Ltd.627$212K0.1%N/A0.002%
8/12/2026 EP Wealth Advisors LLC2,883$976K0.0%N/A0.011%
8/12/2026 Ieq Capital LLC9,036$3.06M0.0%N/A0.035%
8/12/2026 Callan Family Office LLC6,241$2.11M0.0%N/A0.024%
8/11/2026 Allworth Financial LP459$155K0.0%N/A0.002%
8/11/2026 Advisors Capital Management LLC724$245K0.0%N/A0.003%
8/11/2026 PCM Encore LLC880$298K0.1%N/A0.003%
8/10/2026 Bruni J V & Co. Co.210,094$71.10M0.0%N/A0.795%
8/10/2026 Danske Bank A S818$277K0.0%N/A0.003%
8/10/2026 Danske Bank A S1,837$622K0.0%N/A0.007%
8/7/2026 BlackRock Inc.2,772,736$938.29M0.0%N/A10.498%
8/7/2026 Deutsche Bank AG39,692$13.43M0.0%N/A0.150%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.142$48K0.0%N/A0.001%
8/7/2026 OneDigital Investment Advisors LLC4,109$1.39M0.0%N/A0.016%
8/7/2026 Chase Investment Counsel Corp25,935$8.78M1.9%N/A0.098%
8/7/2026 N.E.W. Advisory Services LLC75$25K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC1,077$364K0.0%N/A0.004%
8/6/2026 Bank of New York Mellon Corp281,967$95.42M0.0%N/A1.068%
8/6/2026 State of Wyoming723$245K0.0%N/A0.003%
8/6/2026 One Wealth Advisors LLC627$212K0.0%N/A0.002%
8/3/2026 Oppenheimer Asset Management Inc.9,216$3.12M0.0%N/A0.035%
7/10/2026 Wedge Capital Management L L P NC7,159$2.42M0.0%-7.1%0.027%
7/10/2026 Tema ETFs LLC125$42K0.0%-50.4%0.000%
7/10/2026 Handelsbanken Fonder AB9,100$3.08M0.0%-9.9%0.034%
7/10/2026 Fulton Bank N.A.2,507$848K0.0%+36.3%0.009%
7/9/2026 Legacy Wealth Asset Management LLC2,041$691K0.2%-21.1%0.008%
7/9/2026 Oliver Luxxe Assets LLC10,344$3.50M0.5%-21.0%0.039%
7/8/2026 Gradient Investments LLC7,065$2.39M0.0%-26.4%0.027%
7/8/2026 Reinhart Partners LLC.19,657$6.65M0.2%-25.2%0.074%
7/8/2026 Cooper Financial Group642$217K0.0%-22.5%0.002%
7/8/2026 Assenagon Asset Management S.A.3,011$1.02M0.0%N/A0.011%
7/8/2026 Westmount Partners LLC661$224K0.0%N/A0.003%
7/7/2026 GAMMA Investing LLC1,593$539K0.0%+2.2%0.006%
7/6/2026 Private Client Services LLC3,649$1.24M0.3%-35.5%0.014%
6/24/2026 Redwood Investment Management LLC3,794$1.05M0.1%N/A0.014%
6/18/2026 Pacer Advisors Inc.4,419$1.22M0.0%+31.2%0.017%
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6/3/2026 Parallel Advisors LLC1,016$281K0.0%+4.3%0.004%
5/26/2026 Glenmede Trust Co. NA1,445$400K0.0%-3.2%0.005%
5/19/2026 Bank of America Corp DE409,578$113.33M0.0%+75.5%1.551%
5/19/2026 Edgestream Partners L.P.5,444$1.51M0.0%-82.1%0.021%
5/18/2026 Amundi2,997$829K0.0%-71.0%0.011%
5/18/2026 EverSource Wealth Advisors LLC179$50K0.0%+45.5%0.001%
5/18/2026 California State Teachers Retirement System32,852$9.09M0.0%+22.7%0.124%
5/18/2026 Royal Bank of Canada12,216$3.38M0.0%-26.9%0.046%
5/18/2026 Empowered Funds LLC75,572$20.91M0.1%+657.6%0.286%
5/16/2026 The Manufacturers Life Insurance Company19,582$5.42M0.0%-1.4%0.074%


AMG Institutional Ownership - Frequently Asked Questions

During the previous two years, 510 institutional investors and hedge funds held shares of Affiliated Managers Group. The most heavily invested institutionals were California State Teachers Retirement System ($3.35B), BlackRock Inc. ($938.29M), Vanguard Group Inc. ($773.62M), Morgan Stanley ($491.73M), Boston Partners ($327.76M), State Street Corp ($267.93M), and Ariel Investments LLC ($266.64M).Learn more on Affiliated Managers Group's institutional investors.

95.30% of Affiliated Managers Group's stock is owned by institutional investors. Learn more on AMG's institutional investor holdings.

Of the 422 institutional investors that purchased Affiliated Managers Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: California State Teachers Retirement System ($9.88M), BlackRock Inc. ($2.77M), Norges Bank ($1.13M), Millennium Management LLC ($1.13M), Bank of America Corp DE ($765.79K), Boston Partners ($397.91K), and Raymond James Financial Inc. ($386.82K).

Institutional investors have bought a total of 18,912,926 shares in the last 24 months. This purchase volume represents approximately $6.11B in transactions.

Of the 185 institutional investors that sold Affiliated Managers Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($7.74M), Clarkston Capital Partners LLC ($1.12M), Millennium Management LLC ($773.32K), Morgan Stanley ($235.80K), First Trust Advisors LP ($178.44K), JBF Capital Inc. ($166.20K), and Alyeska Investment Group L.P. ($149.60K).

Institutional investors have sold a total of 12,034,483 shares in the last 24 months. This volume of shares sold represents approximately $3.40B in transactions.



Institutional ownership data for NYSE:AMG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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