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Affiliated Managers Group (AMG) Institutional Ownership

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$345.17 +0.57 (+0.16%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$344.33 -0.84 (-0.24%)
As of 07/2/2026 04:32 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
95.30%
Number of
Institutional Buyers
(last 12 months)
300
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$3.53B
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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
6/24/2026Redwood Investment Management LLC3,794$1.05M0.1%N/A0.014%
6/18/2026Pacer Advisors Inc.4,419$1.22M0.0%+31.2%0.017%
6/3/2026Parallel Advisors LLC1,016$281K0.0%+4.3%0.004%
5/26/2026Glenmede Trust Co. NA1,445$400K0.0%-3.2%0.005%
5/19/2026Bank of America Corp DE409,578$113.33M0.0%+75.5%1.551%
5/19/2026Edgestream Partners L.P.5,444$1.51M0.0%-82.1%0.021%
5/18/2026Amundi2,997$829K0.0%-71.0%0.011%
5/18/2026EverSource Wealth Advisors LLC179$50K0.0%+45.5%0.001%
5/18/2026California State Teachers Retirement System32,852$9.09M0.0%+22.7%0.124%
5/18/2026Royal Bank of Canada12,216$3.38M0.0%-26.9%0.046%
5/18/2026Empowered Funds LLC75,572$20.91M0.1%+657.6%0.286%
5/16/2026The Manufacturers Life Insurance Company 19,582$5.42M0.0%-1.4%0.074%
5/16/2026Quantinno Capital Management LP95,058$26.30M0.0%+41.7%0.360%
5/16/2026Lazard Asset Management LLC2,853$789K0.0%+12.6%0.011%
5/15/2026Entropy Technologies LP7,832$2.17M0.1%-8.1%0.030%
5/14/2026Renaissance Technologies LLC109,750$30.37M0.0%+474.6%0.416%
5/14/2026Gabelli Funds LLC5,486$1.52M0.0%+83.7%0.021%
5/14/2026Gamco Investors INC. ET AL2,350$650K0.0%+17.5%0.009%
5/14/2026Public Employees Retirement System of Ohio38,819$10.74M0.0%-16.5%0.147%
5/14/2026Compound Planning Inc.922$255K0.0%N/A0.003%
5/14/2026Clarkston Capital Partners LLC313,708$86.80M6.6%-65.3%1.188%
5/14/2026Inceptionr LLC2,545$704K0.2%+163.2%0.010%
5/14/2026Sei Investments Co.107,654$29.79M0.0%+5.2%0.408%
5/14/2026Lido Advisors LLC757$210K0.0%N/A0.003%
5/14/2026State of Wyoming1,522$421K0.0%+99.0%0.006%
5/13/2026Cetera Investment Advisers6,719$1.86M0.0%-18.5%0.025%
5/13/2026WealthCollab LLC229$63K0.0%+40.5%0.001%
5/13/2026First Trust Advisors LP56,242$15.56M0.0%-44.9%0.212%
5/12/2026Chase Investment Counsel Corp18,378$5.09M1.3%+6.8%0.069%
5/8/2026PNC Financial Services Group Inc.3,045$843K0.0%+2.8%0.011%
5/8/2026Convergence Investment Partners LLC11,152$3.09M0.5%+57.8%0.042%
5/7/2026Dimensional Fund Advisors LP718,313$198.75M0.0%+2.7%2.705%
5/7/2026Parallel Advisors LLC1,016$281K0.0%+4.3%0.004%
5/7/2026KBC Group NV873$242K0.0%N/A0.003%
5/7/2026Swiss National Bank55,600$15.39M0.0%-0.9%0.209%
5/6/2026California Public Employees Retirement System69,902$19.34M0.0%+3.8%0.263%
5/6/2026Assetmark Inc.27,485$7.61M0.0%-2.2%0.104%
5/6/2026Goodman Financial Corp32,492$8.99M1.5%-51.8%0.122%
5/6/2026Bessemer Group Inc.190$52K0.0%-98.6%0.001%
5/5/2026Bastion Asset Management Inc.6,101$1.70M0.5%N/A0.023%
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5/5/2026Bank of New York Mellon Corp300,265$83.08M0.0%+21.5%1.131%
5/5/2026Illinois Municipal Retirement Fund21,367$5.91M0.1%+46.6%0.080%
5/5/2026Livforsakringsbolaget Skandia Omsesidigt34,950$9.67M0.4%+9.7%0.132%
5/4/2026State of Michigan Retirement System6,719$1.86M0.0%+1.5%0.025%
5/4/2026Principal Financial Group Inc.62,786$17.37M0.0%+3.8%0.236%
5/4/2026Chicago Partners Investment Group LLC1,146$345K0.0%+18.4%0.004%
5/4/2026Arbejdsmarkedets Tillaegspension91,949$25.44M0.6%+7.2%0.346%
5/2/2026ARQ Wealth Advisors LLC2,180$603K0.1%N/A0.008%
5/2/2026Carnegie Investment Counsel13,612$3.77M0.1%-8.4%0.051%
5/1/2026Fifth Third Bancorp9,749$2.70M0.0%+2,863.2%0.037%
5/1/2026Candriam S.C.A.9,228$2.55M0.0%N/A0.035%
5/1/2026Sequoia Financial Advisors LLC4,538$1.26M0.0%+12.9%0.017%
4/30/2026Hsbc Holdings PLC9,344$2.61M0.0%-14.5%0.035%
4/30/2026Kestra Advisory Services LLC12,810$3.54M0.0%-13.4%0.048%
4/30/2026Oregon Public Employees Retirement Fund5,766$1.60M0.0%+3.0%0.022%
4/30/2026Quantum Portfolio Management LLC2,138$592K0.0%-4.8%0.008%
4/29/2026R Squared Ltd1,093$302K0.2%+34.3%0.004%
4/28/2026Kathmere Capital Management LLC2,173$601K0.0%+7.3%0.008%
4/28/2026Whittier Trust Co.104$28K0.0%-45.3%0.000%
4/28/2026DGS Capital Management LLC920$255K0.0%+20.6%0.003%
4/28/2026Seascape Capital Management18,617$5.15M1.5%+0.7%0.070%
4/28/2026Praxis Investment Management Inc.879$243K0.0%N/A0.003%
4/27/2026Moran Wealth Management LLC23,192$6.42M0.2%-2.6%0.087%
4/27/2026New York State Teachers Retirement System34,828$9.64M0.0%-2.6%0.131%
4/27/2026Y Intercept Hong Kong Ltd25,891$7.16M0.1%N/A0.098%
4/27/2026Elevation Point Wealth Partners LLC799$221K0.0%N/A0.003%
4/24/2026Fulton Bank N.A.1,840$509K0.0%+45.8%0.007%
4/24/2026MQS Management LLC858$237K0.2%-62.5%0.003%
4/23/2026Inspire Investing LLC10,608$2.94M0.2%N/A0.040%
4/22/2026Janney Montgomery Scott LLC10,778$2.98M0.0%N/A0.040%
4/22/2026Pictet Asset Management Holding SA4,394$1.22M0.0%+3.8%0.016%
4/22/2026Sterling Capital Management LLC23,526$6.51M0.1%-3.9%0.088%
4/21/2026OLD National Bancorp IN1,159$321K0.0%+6.6%0.004%
4/21/2026Louisiana State Employees Retirement System8,200$2.27M0.0%N/A0.031%
4/20/2026Ritholtz Wealth Management7,486$2.07M0.0%+119.3%0.028%
4/20/2026BTC Capital Management Inc.1,596$442K0.0%+6.5%0.006%
4/20/2026Fifth Third Wealth Advisors LLC906$251K0.0%N/A0.003%
4/20/2026OP Asset Management Ltd7,390$2.05M0.0%N/A0.028%
4/17/2026Birch Financial Group LLC817$226K0.1%-17.1%0.003%
4/16/2026SG Americas Securities LLC2,413$668K0.0%+55.0%0.009%
4/16/2026Evolve Private Wealth LLC3,663$1.01M0.1%+7.8%0.014%
4/16/2026CWC Advisors LLC.11,309$3.13M1.5%-5.8%0.042%
3/17/2026Rockefeller Capital Management L.P.3,311$955K0.0%+4.3%0.012%
3/9/2026Corient Private Wealth LLC13,468$3.88M0.0%+46.7%0.050%
3/9/2026EMC Capital Management902$260K0.1%-15.0%0.003%
3/6/2026Hsbc Holdings PLC10,935$3.16M0.0%+643.9%0.041%
3/4/2026AG Campbell Advisory LLC830$239K0.1%N/A0.003%
3/3/2026Caitong International Asset Management Co. Ltd146$42K0.0%N/A0.001%
2/24/2026DGS Capital Management LLC763$220K0.0%N/A0.003%
2/24/2026Pacer Advisors Inc.3,367$971K0.0%-11.1%0.013%
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2/19/2026Corient Private Wealth LLC37,656$10.86M0.0%+310.2%0.134%
2/18/2026Mercer Global Advisors Inc. ADV2,792$805K0.0%+4.6%0.010%
2/18/2026Vident Advisory LLC2,417$697K0.0%-9.4%0.009%
2/18/2026State of Tennessee Department of Treasury11,610$3.64M0.0%+2.3%0.041%
2/18/2026EP Wealth Advisors LLC2,992$862K0.0%N/A0.011%
2/18/2026Mackenzie Financial Corp2,032$589K0.0%-57.3%0.007%
2/18/2026SkyView Investment Advisors LLC6,990$2.02M0.3%-1.4%0.025%
2/18/2026Fuller & Thaler Asset Management Inc.685,588$197.64M0.7%+20.2%2.437%
2/18/2026NewEdge Advisors LLC1,075$310K0.0%+7,066.7%0.004%
2/18/2026Empowered Funds LLC9,975$2.88M0.0%+327.2%0.035%


AMG Institutional Ownership - Frequently Asked Questions

During the previous two years, 498 institutional investors and hedge funds held shares of Affiliated Managers Group. The most heavily invested institutionals were Vanguard Group Inc. ($773.62M), Morgan Stanley ($491.73M), Boston Partners ($327.76M), State Street Corp ($267.93M), Ariel Investments LLC ($266.64M), Millennium Management LLC ($229.47M), and Dimensional Fund Advisors LP ($198.75M).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 409 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: Millennium Management LLC ($1.13M), Norges Bank ($1.13M), Boston Partners ($397.91K), Raymond James Financial Inc. ($386.82K), Bank of America Corp DE ($333.37K), Balyasny Asset Management L.P. ($328.10K), and Alyeska Investment Group L.P. ($295.08K).

Institutional investors have bought a total of 5,508,846 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

Of the 210 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. ($7.76M), Clarkston Capital Partners LLC ($1.27M), Millennium Management LLC ($773.32K), Morgan Stanley ($235.80K), LGT Capital Partners LTD. ($191.39K), First Trust Advisors LP ($178.44K), and JBF Capital Inc. ($166.20K).

Institutional investors have sold a total of 12,735,985 shares in the last 24 months. This volume of shares sold represents approximately $3.53B in transactions.



This page (NYSE:AMG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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