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AMG — AFFILIATED MANAGERS GROUP

Reported value held$4.17B
Funds holding (latest)46
SectorFinancials
Funds holding (Q2 2026)37
Institutional value$3.24B · 9.75M sh
New / Add / Cut / Exit2 / 15 / 18 / 3
Top-5 / Top-10 concentration64.2% / 81.3%
Institutional holdings change Accumulating +10.7% (+941.74K sh)
Institutional value change Up +35.9%

As of Q2 2026, 37 SEC-registered investment managers reported holding AMG (AFFILIATED MANAGERS GROUP) in their latest 13F filings, with a combined reported value of $3.24B across 9.75M shares. That is +10.7% by share count (+941.74K shares) versus the previous quarter, while reported value moved +35.9%. Ownership is concentrated: the five largest holders account for 64.2% of reported value and the top ten for 81.3%.

Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 18 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

AMG is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 2.77M $938.29M 0.01% Reduce
Vanguard Group history Q4 2025 2.68M $773.62M 0.01% Reduce
Morgan Stanley history Q2 2026 1.49M $503.28M 0.03% Reduce
Millennium Management history Q2 2026 875.12K $296.14M 0.11% Add
Geode Capital Management history Q2 2026 590.76K $199.95M 0.01% Reduce
Bank of America Corp history Q2 2026 432.42K $146.33M 0.01% Add
Invesco Ltd history Q2 2026 380.62K $128.80M 0.01% Add
Norges Bank Investment Management history Q2 2026 361.47K $122.32M 0.01% Reduce
Northern Trust Corp history Q2 2026 322.67K $109.19M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 287.80K $97.39M 0.01% Reduce
BNY Mellon history Q2 2026 281.97K $95.42M 0.02% Reduce
Goldman Sachs Group history Q2 2026 258.33K $87.42M 0.01% Add
Citadel Advisors history Q2 2026 212.59K $71.94M 0.01% Reduce
Balyasny Asset Management history Q4 2025 231.68K $66.79M 0.09% Reduce
CDPQ (Caisse de Depot) history Q2 2026 182.04K $61.60M 0.09% Reduce
Fidelity Management & Research (FMR) history Q2 2026 177.58K $60.09M 0.00% Reduce
UBS Group AG history Q2 2026 175.78K $59.48M 0.01% Add
Hillhouse Capital (HHLR Advisors) history Q4 2021 335.07K $55.12M 0.86% Hold
JPMorgan Chase & Co history Q2 2026 129.40K $44.74M 0.01% New
Renaissance Technologies history Q2 2026 117.44K $39.74M 0.06% Add

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 2.92M 2.97M 2.94M 2.82M 2.82M 2.80M 2.87M 2.77M
Morgan Stanley 72.58K 33.47K 31.21K 236.34K 275.25K 2.77M 2.75M 2.43M 2.47M 2.59M 2.49M 2.21M 2.37M 2.28M 2.29M 2.02M 1.94M 1.71M 1.73M 1.49M
Millennium Management 49.69K 99.15K 91.50K 90.82K 300.88K 399.60K 238.53K 83.82K 436.18K 305.75K 96.68K 104.30K 145.15K 305.50K 1.27M 1.57M 1.02M 796.01K 5.37K 875.12K
Geode Capital Management 554.46K 544.29K 526.09K 500.59K 492.52K 507.67K 529.13K 590.80K 594.83K 595.09K 555.51K 542.67K 526.04K 521.50K 542.69K 504.36K 509.83K 551.15K 635.78K 590.76K
Bank of America Corp 151.68K 152.75K 194.74K 208.31K 208.96K 185.80K 160.74K 155.05K 153.77K 161.46K 33.28K 167.45K 28.99K 186.03K 196.57K 184.64K 184.73K 233.33K 409.58K 432.42K
Invesco Ltd 262.54K 245.99K 120.88K 127.31K 115.03K 168.48K 94.14K 159.16K 263.66K 322.05K 522.08K 208.56K 258.16K 267.79K 134.38K 82.26K 96.72K 96.72K 316.49K 380.62K
Norges Bank Investment Management — — — — — 472.88K — — — 437.35K — 385.40K — 371.42K — 364.79K — 394.56K — 361.47K
Northern Trust Corp 372.06K 377.01K 384.14K 361.23K 351.70K 366.41K 371.82K 383.29K 308.35K 298.64K 303.94K 316.79K 322.62K 349.61K 385.29K 335.15K 334.37K 325.70K 348.88K 322.67K
Charles Schwab Investment Management 343.45K 343.36K 356.28K 339.89K 349.73K 357.30K 356.91K 344.20K 347.03K 350.38K 357.77K 343.06K 328.84K 331.11K 318.47K 311.37K 312.57K 305.60K 308.03K 287.80K
BNY Mellon 450.77K 450.58K 447.66K 432.28K 413.21K 406.23K 407.04K 398.38K 379.56K 389.23K 348.20K 341.45K 293.84K 280.96K 277.15K 255.78K 244.14K 247.19K 300.26K 281.97K
Goldman Sachs Group 198.87K 235.19K 231.37K 262.61K 231.08K 208.41K 204.01K 169.57K 167.27K 138.43K 132.01K 186.34K 135.66K 111.92K 113.35K 121.10K 126.08K 161.65K 185.36K 258.33K
Citadel Advisors 18.68K 16.01K 329.93K 227.75K 398.07K 502.25K 131.99K 14.36K 291.74K 372.54K 234.16K 456.71K 428.90K 354.03K 357.93K 644.09K 659.84K 320.94K 262.22K 212.59K
CDPQ (Caisse de Depot) — — 12.80K — — — — — — — — — — — 13.90K 2.35K 100.95K 106.10K 220.89K 182.04K
Fidelity Management & Research (FMR) 1.56M 1.57M 1.62M 1.58M 1.57M 1.56M 1.69M 1.69M 1.58M 1.67M 1.68M 539.12K 227.50K 213.40K 202.59K 185.99K 183.71K 181.84K 179.97K 177.58K
UBS Group AG 49.73K 48.59K 33.36K 32.35K 30.05K 36.41K 44.92K 46.59K 48.79K 47.18K 48.58K 64.28K 68.99K 139.57K 120.66K 177.44K 350.21K 295.42K 129.12K 175.78K
JPMorgan Chase & Co 796.73K 816.90K 638.76K 691.92K 185.74K 157.97K 104.38K 179.70K 157.33K 178.83K 183.79K 182.11K 176.73K 164.12K 146.60K 138.87K 125.64K 133.90K — 129.40K
Renaissance Technologies — — 99.10K 108.50K 38.70K 74.30K 92.10K 20.90K 15.30K 105.00K 56.70K 90.20K 99.80K 45.40K 47.00K 44.40K 67.30K 19.10K 109.75K 117.44K
Wells Fargo & Co 93.08K 65.74K 60.67K 60.07K 80.65K 75.53K 77.06K 71.10K 64.70K 70.85K 68.07K 64.02K 62.22K 62.62K 52.51K 51.39K 63.55K 86.04K 90.19K 93.54K
Franklin Resources 4.13K 4.22K 4.48K 3.50K 34.91K 39.89K 33.21K 55.65K 46.90K 46.83K 73.58K 86.17K 101.91K 82.54K 52.87K 35.88K 53.13K 63.09K 119.61K 83.19K
Principal Global Investors 142.45K 292.62K 273.31K 152.25K 149.06K 147.75K 149.07K 135.53K 129.33K 124.19K 127.34K 106.12K 69.14K 69.28K 67.38K 64.44K 63.07K 60.50K 62.79K 59.95K

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