Affiliated Managers Group Ownership | Who Owns Affiliated Managers Group?
Affiliated Managers Group Ownership Summary
Affiliated Managers Group is owned by 93.41% institutional investors, 3.16% insiders, and 3.43% retail investors. Vanguard group is the largest institutional shareholder, holding 10.67% of AMG shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 4.31% of its assets in Affiliated Managers Group shares.
AMG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Affiliated Managers Group | 93.41% | 3.16% | 3.43% |
| Sector | Financial Services Stocks | 48.74% | 15.36% | 35.90% |
| Industry | Asset Management Stocks | 47.84% | 9.95% | 42.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.21M | 10.67% | $593.93M |
| Blackrock funding, inc. /de | 2.82M | 9.77% | $555.42M |
| Blackrock | 3.08M | 9.39% | $480.97M |
| Morgan stanley | 2.21M | 6.75% | $346.01M |
| Clarkston capital partners | 1.44M | 4.97% | $282.43M |
| Ariel investments | 1.36M | 4.69% | $266.64M |
| Boston partners | 1.18M | 3.81% | $218.97M |
| State street | 1.02M | 3.29% | $189.10M |
| Dimensional fund advisors lp | 761.20K | 2.53% | $140.76M |
| Lyrical asset management lp | 618.16K | 2.05% | $114.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kiltearn partners llp | 300.11K | 11.87% | $59.05M |
| Bruni j v & co /co | 301.85K | 6.32% | $55.82M |
| Clarkston capital partners | 1.44M | 6.00% | $282.43M |
| Goodman financial | 82.26K | 3.25% | $16.19M |
| Ariel investments | 1.36M | 3.02% | $266.64M |
| Channing capital management | 430.46K | 2.36% | $84.70M |
| Wallace capital management | 67.08K | 1.80% | $13.20M |
| Lyrical asset management lp | 618.16K | 1.69% | $114.31M |
| Long road investment counsel | 15.10K | 1.11% | $2.97M |
| Seascape capital management | 16.74K | 1.04% | $3.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 1.18M | 0.27% | 373.70K |
| Norges bank | 371.42K | 0.01% | 371.42K |
| Balyasny asset management | 311.38K | 0.09% | 303.42K |
| Millennium management | 305.50K | 0.03% | 165.54K |
| Price t rowe associates inc /md/ | 227.30K | 0.00% | 148.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Southeastern asset management inc/tn/ | 6.84K | 0.07% | -472.93K |
| Spyglass capital management | - | - | -328.75K |
| Morgan stanley | 2.21M | 0.03% | -279.68K |
| Empirical asset management | - | - | -190.36K |
| Blackrock | 3.08M | 0.01% | -155.93K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 371.42K | 0.01% | 371.42K | $68.68M |
| Point72 asset management | 29.80K | 0.01% | 29.80K | $5.86M |
| Interval partners, lp | 22.62K | 0.08% | 22.62K | $4.45M |
| Susquehanna portfolio strategies | 20.18K | 0.09% | 20.18K | $3.97M |
| Robeco institutional asset management b.v. | 19.48K | 0.01% | 19.48K | $3.83M |
Sold Out
| Holder | Change |
|---|---|
| Hexagon capital partners | -1.00 |
| Harbor investment advisory | -1.00 |
| Tfo-tdc | -2.00 |
| Activest wealth management | -2.00 |
| Winch advisory services | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 422 | 4.20% | 27,639,723 | -5.44% | 91 | 1.07% | 207 | 11.89% | 141 | -9.62% |
| Jun 30, 2024 | 398 | -1.49% | 29,220,063 | -2.42% | 89 | 1.07% | 182 | 1.68% | 153 | 1.32% |
| Mar 31, 2024 | 404 | 4.39% | 29,944,915 | -4.81% | 91 | 1.05% | 179 | -10.50% | 151 | 17.97% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap I | 1.28M | 4.31% | -7.69K |
| Clarkston Capital SMID Composite | 975.92K | 3.43% | -115.45K |
| iShares Core S&P Mid-Cap ETF | 926.58K | 3.13% | -1.65K |
| Vanguard US Total Market Shares ETF | 896.64K | 3.12% | -99.37K |
| Vanguard Total Stock Mkt Idx Inv | 847.59K | 2.86% | -17.94K |
| JHancock Disciplined Value Mid Cap I | 815.91K | 2.76% | - |
| Vanguard Small Cap Index | 655.66K | 2.22% | -4.27K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 527.60K | 1.86% | - |
| FullerThaler Behavioral Small-Cap Equity | 527.60K | 1.86% | - |
| Ariel Fund Investor | 466.97K | 1.64% | -48.71K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 19, 2024 | Horgen Jay C. | President and CEO | Sell | $1.55M |
| Aug 20, 2024 | Horgen Jay C. | President and CEO | Sell | $1.58M |
| Aug 16, 2024 | Wojcik Thomas M | Chief Operating Officer | Sell | $826.59K |
| Aug 16, 2024 | Jamal Rizwan M | Head of Affiliate Investments | Sell | $1.49M |
| Mar 16, 2023 | Jeffery Reuben III | - | Buy | $500.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 4 |
AMG Ownership FAQ
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