Affiliated Managers Group Ownership | Who Owns Affiliated Managers Group?
Affiliated Managers Group Ownership Summary
Affiliated Managers Group is owned by 73.94% institutional investors, 3.68% insiders, and 22.37% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.75% of AMG shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.82% of its assets in Affiliated Managers Group shares.
AMG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Affiliated Managers Group | 73.94% | 3.68% | 22.37% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 45.25% | 8.61% | 46.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.80M | 9.75% | $806.95M |
| Blackrock | 3.08M | 9.39% | $480.97M |
| Vanguard group | 2.68M | 9.35% | $773.62M |
| Morgan stanley | 1.71M | 5.99% | $491.73M |
| Ariel investments | 1.26M | 4.37% | $301.33M |
| Clarkston capital partners | 1.23M | 4.26% | $293.83M |
| Boston partners | 971.25K | 3.51% | $268.71M |
| State street | 963.71K | 3.33% | $229.78M |
| Dimensional fund advisors lp | 718.31K | 2.59% | $198.75M |
| Fuller & thaler asset management | 685.59K | 2.41% | $197.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kiltearn partners llp | 283.81K | 13.56% | $67.67M |
| Bruni j v & co /co | 249.76K | 7.22% | $69.11M |
| Clarkston capital partners | 1.23M | 6.33% | $293.83M |
| Ariel investments | 1.26M | 3.22% | $301.33M |
| Channing capital management | 425.04K | 2.67% | $101.34M |
| Lyrical asset management lp | 502.12K | 2.12% | $138.94M |
| Wallace capital management | 66.90K | 1.98% | $15.95M |
| Long road investment counsel | 15.58K | 1.69% | $4.31M |
| Goodman financial | 32.49K | 1.54% | $8.99M |
| Cwc advisors, llc. | 11.31K | 1.49% | $3.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 394.56K | 0.01% | 394.56K |
| Balyasny asset management | 311.38K | 0.09% | 303.42K |
| Alyeska investment group | 295.08K | 0.21% | 295.08K |
| Vanguard fiduciary trust | 172.26K | 0.01% | 172.26K |
| Millennium management | 305.50K | 0.03% | 165.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Spyglass capital management | - | - | -328.75K |
| Morgan stanley | 1.71M | 0.03% | -235.80K |
| Clarkston capital partners | 1.23M | 6.33% | -203.02K |
| Empirical asset management | - | - | -190.36K |
| Ubs group | 129.12K | 0.01% | -166.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 394.56K | 0.01% | 394.56K | $113.74M |
| Alyeska investment group | 295.08K | 0.21% | 295.08K | $70.36M |
| Vanguard fiduciary trust | 172.26K | 0.01% | 172.26K | $47.66M |
| Lord, abbett | 77.33K | 0.07% | 77.33K | $22.29M |
| Loomis sayles & co l p | 74.28K | 0.03% | 74.28K | $21.41M |
Sold Out
| Holder | Change |
|---|---|
| Harbor investment advisory | -1.00 |
| Hexagon capital partners | -1.00 |
| Stephens consulting | -1.00 |
| Thurston, springer, miller, herd & titak | -2.00 |
| Activest wealth management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 397 | -12.36% | 21,221,721 | -20.15% | 73 | 0.87% | 184 | -7.54% | 129 | -21.34% |
| Sep 30, 2025 | 426 | -2.07% | 26,189,766 | -2.35% | 90 | 1.05% | 191 | -2.05% | 155 | -11.43% |
| Jun 30, 2025 | 430 | 7.23% | 26,778,892 | -1.88% | 92 | 1.06% | 192 | 23.87% | 174 | 3.57% |
| Mar 31, 2025 | 399 | -2.68% | 27,274,363 | -3.85% | 93 | 1.12% | 153 | -10.53% | 168 | 1.20% |
| Dec 31, 2024 | 399 | -6.12% | 28,150,218 | 1.48% | 90 | 1.07% | 163 | -21.26% | 163 | 13.99% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap I | 1.01M | 3.82% | - |
| iShares Core S&P Mid-Cap ETF | 949.65K | 3.58% | -480.00 |
| Vanguard US Total Market Shares ETF | 896.64K | 3.12% | -99.37K |
| Vanguard Total Stock Mkt Idx Inv | 809.39K | 3.03% | -34.24K |
| JHancock Disciplined Value Mid Cap I | 685.50K | 2.59% | -54.23K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 654.20K | 2.45% | 110.50K |
| FullerThaler Behavioral Small-Cap Equity | 654.20K | 2.45% | 110.50K |
| FullerThaler Beh Small-Cap Equity SMA | 654.20K | 2.45% | 16.41K |
| Vanguard Small Cap Index | 585.20K | 2.19% | -21.61K |
| Vanguard Small Cap Value Index Inv | 372.46K | 1.40% | -17.29K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 08, 2026 | Matos Rodriguez Felix V. | - | Sell | $300.18K |
| May 06, 2026 | Ryan David Christopher | - | Sell | $1.04M |
| May 06, 2026 | Cates G. Staley | - | Buy | $458.75K |
| Mar 06, 2026 | Wojcik Thomas M | President and COO | Sell | $2.29M |
| Mar 09, 2026 | Padiyar Kavita | General Counsel & Corp. Sec. | Sell | $612.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | 2 |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
AMG Ownership FAQ
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