AFFILIATED MANAGERS GROUP (AMG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
524
Reporting holders
$8.3B
Reported value
94.0%
Of shares outstanding
0.6%
Held as options
+16
Holder change
Institutions report 24,317,737 shares against 25,859,933 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $938.3M | 2,772,736 | 0.01% | 8q | -3.3%-$32.1M |
| MORGAN STANLEY | $503.3M | 1,487,219 | 0.03% | 35q | -14.2%-$83.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $471.0M | 1,391,836 | 0.02% | 2q | +2.4%+$10.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $389.5M | 1,151,085 | 0.01% | 2q | -2.0%-$8.0M |
| Boston Partners | $339.1M | 1,001,967 | 0.30% | 9q | +3.2%+$10.4M |
| ARIEL INVESTMENTS, LLC | $338.3M | 999,676 | 3.37% | 31q | -6.0%-$21.8M |
| STATE STREET CORP | $298.9M | 883,323 | 0.01% | 31q | -4.7%-$14.7M |
| MILLENNIUM MANAGEMENT LLC | $296.1M | 875,116 | 0.11% | 31q | +16202.5%+$294.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $290.3M | 857,756 | 0.79% | 9q | +12.8%+$33.0M |
| DIMENSIONAL FUND ADVISORS LP | $226.8M | 670,195 | 0.04% | 31q | -6.7%-$16.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $200.0M | 590,757 | 0.01% | 31q | -7.1%-$15.2M |
| LYRICAL ASSET MANAGEMENT LP | $160.0M | 472,886 | 2.03% | 31q | -5.8%-$9.9M |
| Allianz Asset Management GmbH | $152.9M | 479,594 | 0.14% | 40q | -1.9%-$2.9M |
| BANK OF AMERICA CORP /DE/ | $146.3M | 432,420 | 0.01% | 31q | +5.6%+$7.7M |
| Invesco Ltd. | $128.8M | 380,623 | 0.01% | 31q | +20.3%+$21.7M |
| JANE STREET GROUP, LLC | $123.8M | 309,134 | 0.01% | 6q | +22.4%+$22.7M |
| NORGES BANK | $122.3M | 361,473 | 0.01% | 32q | -8.4%-$11.2M |
| NORTHERN TRUST CORP | $109.2M | 322,670 | 0.01% | 31q | -7.5%-$8.9M |
| Channing Capital Management, LLC | $102.4M | 302,514 | 2.36% | 23q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $97.4M | 287,795 | 0.01% | 31q | -6.6%-$6.8M |
| Sixth Street Partners Management Company, L.P. | $97.4M | 287,795 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $95.4M | 281,967 | 0.02% | 31q | -6.1%-$6.2M |
| Qube Research & Technologies Ltd | $90.9M | 268,737 | 0.08% | 3q | +74.2%+$38.7M |
| GOLDMAN SACHS GROUP INC | $87.4M | 258,331 | 0.01% | 31q | +39.4%+$24.7M |
| Fisher Asset Management, LLC | $83.4M | 246,463 | 0.02% | 31q | -2.7%-$2.3M |
| RAYMOND JAMES FINANCIAL INC | $81.0M | 239,235 | 0.02% | 7q | +3.4%+$2.6M |
| Clarkston Capital Partners, LLC | $77.4M | 228,683 | 6.54% | 31q | -27.1%-$28.8M |
| CITADEL ADVISORS LLC | $71.9M | 198,492 | 0.01% | 31q | -19.7%-$17.7M |
| BRUNI J V & CO /CO | $71.1M | 210,094 | 6.49% | 31q | -15.9%-$13.4M |
| Kiltearn Partners LLP | $62.5M | 184,586 | 15.16% | 31q | -5.4%-$3.6M |
| Caisse de depot et placement du Quebec | $61.6M | 182,041 | 0.09% | 6q | -17.6%-$13.1M |
| FMR LLC | $60.1M | 177,576 | 0.00% | 31q | -1.3%-$811.8K |
| UBS Group AG | $59.5M | 175,776 | 0.01% | 31q | +36.1%+$15.8M |
| VANGUARD FIDUCIARY TRUST CO | $56.1M | 165,842 | 0.01% | 2q | -3.7%-$2.2M |
| ALLIANCEBERNSTEIN L.P. | $52.5M | 189,739 | 0.02% | 31q | -7.9%-$4.5M |
| JPMORGAN CHASE & CO | $44.7M | 129,402 | 0.00% | 31q | -7.9%-$3.9M |
| RENAISSANCE TECHNOLOGIES LLC | $39.7M | 117,440 | 0.05% | 18q | +7.0%+$2.6M |
| SEI INVESTMENTS CO | $39.6M | 117,142 | 0.03% | 16q | +8.8%+$3.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $39.3M | 116,158 | 0.06% | 3q | +14.2%+$4.9M |
| Quantinno Capital Management LP | $36.8M | 108,737 | 0.04% | 13q | +14.4%+$4.6M |
| LOOMIS SAYLES & CO L P | $34.9M | 103,094 | 0.04% | 3q | +20.0%+$5.8M |
| WELLS FARGO & COMPANY/MN | $31.7M | 93,544 | 0.01% | 31q | -48.1%-$29.4M |
| FIRST TRUST ADVISORS LP | $30.5M | 90,253 | 0.02% | 24q | +60.5%+$11.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $30.1M | 89,089 | 0.04% | 31q | -2.5%-$781.4K |
| Arbejdsmarkedets Tillaegspension | $30.0M | 88,640 | 0.65% | 3q | -3.6%-$1.1M |
| Polar Capital Holdings Plc | $28.9M | 85,359 | 0.07% | 23q | -2.2%-$649.4K |
| FRANKLIN RESOURCES INC | $28.2M | 83,192 | 0.01% | 21q | -30.5%-$12.3M |
| Empowered Funds, LLC | $27.7M | 81,755 | 0.15% | 2q | +8.2%+$2.1M |
| VICTORY CAPITAL MANAGEMENT INC | $26.1M | 77,188 | 0.01% | 26q | -15.8%-$4.9M |
| Retirement Systems of Alabama | $25.6M | 75,584 | 0.08% | 31q | -12.4%-$3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25.3M | 74,871 | 0.00% | 31q | -27.6%-$9.7M |
| RHUMBLINE ADVISERS | $24.5M | 72,260 | 0.02% | 31q | -5.8%-$1.5M |
| Zurich Insurance Group Ltd/FI | $24.1M | 71,322 | 0.17% | new | NEW |
| California Public Employees Retirement System | $23.4M | 69,073 | 0.01% | 31q | -1.2%-$280.5K |
| Capricorn Fund Managers Ltd | $23.4M | 69,045 | 1.84% | new | NEW |
| NORTH STAR ASSET MANAGEMENT INC | $22.7M | 66,968 | 0.89% | 31q | -4.6%-$1.1M |
| PRINCIPAL FINANCIAL GROUP INC | $20.3M | 59,949 | 0.01% | 31q | -4.5%-$960.0K |
| ENVESTNET ASSET MANAGEMENT INC | $20.0M | 59,150 | 0.00% | 31q | -3.2%-$659.2K |
| Wallace Capital Management Inc. | $19.7M | 58,334 | 2.16% | 28q | -7.2%-$1.5M |
| PRUDENTIAL FINANCIAL INC | $19.2M | 56,760 | 0.02% | 34q | +12.1%+$2.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $18.3M | 54,070 | 0.08% | 10q | -58.7%-$26.0M |
| Nuveen, LLC | $17.8M | 52,605 | 0.00% | 6q | -19.4%-$4.3M |
| Engineers Gate Manager LP | $17.5M | 51,861 | 0.23% | 5q | +161.4%+$10.8M |
| Swiss National Bank | $17.2M | 50,880 | 0.01% | 27q | -8.5%-$1.6M |
| Corient Private Wealth LP | $16.7M | 49,270 | 0.01% | 15q | +53.3%+$5.8M |
| STOREBRAND ASSET MANAGEMENT AS | $16.3M | 48,257 | 0.04% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.4M | 6,283 | 0.00% | 31q | -54.3%-$18.3M |
| Moran Wealth Management, LLC | $15.4M | 45,453 | 0.42% | 6q | +96.0%+$7.5M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $15.0M | 44,247 | 0.06% | 31q | +41.7%+$4.4M |
| AMERIPRISE FINANCIAL INC | $14.9M | 43,886 | 0.00% | 31q | -33.0%-$7.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14.5M | 42,853 | 0.02% | 7q | -5.6%-$857.8K |
| D. E. Shaw & Co., Inc. | $14.5M | 42,839 | 0.01% | 31q | +9.1%+$1.2M |
| STRS OHIO | $14.3M | 42,282 | 0.05% | 31q | +6375.0%+$14.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $14.0M | 41,269 | 0.03% | 31q | +315.0%+$10.6M |
| Robeco Institutional Asset Management B.V. | $13.5M | 39,981 | 0.02% | 5q | -18.9%-$3.2M |
| DEUTSCHE BANK AG\ | $13.4M | 39,692 | 0.00% | 34q | -23.6%-$4.1M |
| Legal & General Group Plc | $12.7M | 37,566 | 0.00% | 31q | -8.0%-$1.1M |
| BNP PARIBAS FINANCIAL MARKETS | $12.6M | 37,364 | 0.00% | 31q | +1049.3%+$11.5M |
| BARCLAYS PLC | $12.4M | 27,997 | 0.00% | 31q | +55.6%+$4.4M |
| NORDEA INVESTMENT MANAGEMENT AB | $12.3M | 35,681 | 0.01% | 31q | -6.1%-$795.0K |
| Calamos Advisors LLC | $12.0M | 35,430 | 0.04% | 31q | HELD |
| Livforsakringsbolaget Skandia, Omsesidigt | $11.8M | 34,950 | 0.38% | 7q | HELD |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $11.7M | 34,501 | 0.46% | 2q | +180.4%+$7.5M |
| Goodman Financial Corp | $11.2M | 32,962 | 1.72% | 8q | +1.4%+$159.0K |
| ZACKS INVESTMENT MANAGEMENT | $10.9M | 32,115 | 0.08% | 5q | -1.9%-$206.1K |
| INTECH INVESTMENT MANAGEMENT LLC | $10.8M | 31,878 | 0.10% | 7q | +26.7%+$2.3M |
| CAPITAL FUND MANAGEMENT S.A. | $10.4M | 30,813 | 0.05% | new | NEW |
| Russell Investments Group, Ltd. | $10.1M | 29,925 | 0.01% | 31q | -67.6%-$21.1M |
| PEAK6 LLC | $10.0M | 29,555 | 0.02% | new | NEW |
| NICOLA WEALTH MANAGEMENT LTD. | $9.8M | 29,000 | 1.13% | 7q | HELD |
| Illinois Municipal Retirement Fund | $9.4M | 27,839 | 0.11% | 21q | +30.3%+$2.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $9.3M | 27,045 | 0.01% | 5q | +36.2%+$2.5M |
| ASSETMARK, INC | $9.2M | 27,179 | 0.02% | 18q | -1.1%-$103.5K |
| Schonfeld Strategic Advisors LLC | $9.0M | 26,713 | 0.03% | 3q | -59.7%-$13.4M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $9.0M | 26,489 | 0.03% | 7q | -31.8%-$4.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | $8.6M | 25,306 | 0.01% | 2q | +3.8%+$310.0K |
| Parallax Volatility Advisers, L.P. | $8.5M | options only | 0.01% | new | OPTIONS |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.4M | 24,858 | 0.00% | 11q | HELD |
| Sterling Capital Management LLC | $8.2M | 24,092 | 0.14% | 12q | +2.4%+$191.5K |
| Man Group plc | $8.1M | 24,043 | 0.01% | 24q | -73.4%-$22.5M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Morgan Stanleywith 1 co-filers | 5.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 524 | $8.3B | 24,317,737 | 71 | 143 | 196 | 0.6% |
| Q1 2026 | 508 | $6.6B | 23,823,065 | 73 | 191 | 123 | 0.4% |
| Q4 2025 | 477 | $7.4B | 25,513,773 | 77 | 131 | 152 | 0.3% |
| Q3 2025 | 409 | $6.1B | 25,577,697 | 58 | 111 | 133 | 0.1% |
| Q2 2025 | 391 | $5.1B | 25,854,591 | 74 | 89 | 153 | 0.2% |
| Q1 2025 | 359 | $4.5B | 26,748,897 | 32 | 96 | 152 | 0.2% |
| Q4 2024 | 365 | $5.0B | 27,238,125 | 35 | 97 | 142 | 0.1% |
| Q3 2024 | 378 | $4.9B | 27,803,769 | 53 | 123 | 132 | 0.1% |
| Q2 2024 | 359 | $4.5B | 28,719,427 | 50 | 104 | 139 | 0.1% |
| Q1 2024 | 349 | $5.8B | 34,825,741 | 49 | 96 | 132 | 0.1% |
| Q4 2023 | 329 | $5.1B | 33,365,291 | 43 | 101 | 108 | 0.3% |
| Q3 2023 | 299 | $4.1B | 31,084,996 | 22 | 93 | 125 | 0.1% |
| Q2 2023 | 318 | $4.8B | 31,880,450 | 29 | 87 | 138 | 0.1% |
| Q1 2023 | 319 | $4.9B | 34,565,850 | 56 | 98 | 108 | 0.2% |
| Q4 2022 | 276 | $4.9B | 31,316,193 | 53 | 82 | 86 | 0.4% |
| Q3 2022 | 323 | $4.1B | 36,254,981 | 40 | 96 | 109 | 0.1% |
| Q2 2022 | 306 | $4.3B | 37,067,068 | 26 | 91 | 123 | 0.1% |
| Q1 2022 | 332 | $5.3B | 37,754,473 | 27 | 109 | 125 | 0.1% |
| Q4 2021 | 362 | $6.5B | 39,209,495 | 41 | 104 | 116 | 0.4% |
| Q3 2021 | 333 | $6.1B | 39,946,397 | 32 | 84 | 130 | 0.4% |
| Q2 2021 | 337 | $6.3B | 41,065,580 | 52 | 82 | 130 | 0.2% |
| Q1 2021 | 319 | $6.3B | 42,113,696 | 59 | 69 | 122 | 0.2% |
| Q4 2020 | 293 | $4.6B | 45,504,746 | 45 | 67 | 125 | 0.2% |
| Q3 2020 | 272 | $3.1B | 45,958,487 | 30 | 67 | 118 | 0.1% |
| Q2 2020 | 289 | $3.5B | 46,532,005 | 48 | 69 | 124 | 0.2% |
| Q1 2020 | 290 | $2.8B | 46,849,896 | 43 | 81 | 102 | 0.2% |
| Q4 2019 | 341 | $4.1B | 48,550,998 | 47 | 104 | 131 | 0.3% |
| Q3 2019 | 357 | $4.1B | 49,137,333 | 34 | 99 | 151 | 0.8% |
| Q2 2019 | 389 | $4.6B | 48,613,243 | 37 | 122 | 149 | 1.9% |
| Q1 2019 | 429 | $5.4B | 49,027,278 | 40 | 143 | 151 | 2.9% |
| Q4 2018 | 448 | $5.1B | 51,860,718 | 9 | 6 | 13 | 1.2% |