Affiliated Managers Group Ownership 2024 | Who Owns Affiliated Managers Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

44.83%

Insider Ownership

2.01%

Retail Ownership

53.16%

Institutional Holders

247.00

Affiliated Managers Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC10.24%0.01%3,594,683-73,363-2.00%602,001,561Mar 31, 2024
BLACKROCK INC.9.22%0.01%3,234,519-74,878-2.26%541,684,889Mar 31, 2024
MORGAN STANLEY7.11%0.03%2,494,401-92,442-3.57%417,737,622Mar 31, 2024
CLARKSTON CAPITAL PARTNERS, LLC5.35%5.55%1,877,459-351,523-15.77%314,418,052Mar 31, 2024
FMR LLC4.77%0.02%1,675,4204,9770.30%280,582,625Mar 31, 2024
ARIEL INVESTMENTS, LLC3.78%2.19%1,327,00984,3136.78%222,234,197Mar 31, 2024
STATE STREET CORP3.01%0.01%1,055,14420,5841.99%176,704,966Mar 31, 2024
SOUTHEASTERN ASSET MANAGEMENT INC/TN/2.39%5.39%837,878-44,497-5.04%140,319,429Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP2.27%0.04%796,06424,9603.24%133,316,844Mar 31, 2024
LYRICAL ASSET MANAGEMENT LP1.99%1.74%697,85818,8432.77%116,870,279Mar 31, 2024
KILTEARN PARTNERS LLP1.92%10.35%675,214-128,600-16.00%112,011,250Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.58%0.01%555,514-39,571-6.65%93,049,564Mar 31, 2024
INVESCO LTD.1.49%0.02%522,083200,03362.11%87,433,239Mar 31, 2024
ALLIANZ ASSET MANAGEMENT GMBH1.41%0.13%496,073-15,885-3.10%83,077,345Mar 31, 2024
CHANNING CAPITAL MANAGEMENT, LLC1.23%1.95%433,386-41,156-8.67%72,579,153Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.02%0.01%357,7727,3882.11%59,916,077Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.99%0.01%348,201-41,027-10.54%58,313,251Mar 31, 2024
LGT CAPITAL PARTNERS LTD.0.99%1.81%346,330-47,000-11.95%57,999,885Mar 31, 2024
SPYGLASS CAPITAL MANAGEMENT LLC0.94%3.67%328,745-13,395-3.92%55,054,925Mar 31, 2024
BRUNI J V & CO /CO0.88%6.14%308,768-3,500-1.12%51,709,377Mar 31, 2024

Affiliated Managers Group's largest institutional shareholder is VANGUARD GROUP INC, holding 10.24% of the company's total share outstanding, currently valued at $602.00M. The top 10 institutional shareholders own together 50.12% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KILTEARN PARTNERS LLP1.92%10.35%675,214-128,600-16.00%112,011,250Mar 31, 2024
BRUNI J V & CO /CO0.88%6.14%308,768-3,500-1.12%51,709,377Mar 31, 2024
CLARKSTON CAPITAL PARTNERS, LLC5.35%5.55%1,877,459-351,523-15.77%314,418,052Mar 31, 2024
SOUTHEASTERN ASSET MANAGEMENT INC/TN/2.39%5.39%837,878-44,497-5.04%140,319,429Mar 31, 2024
SPYGLASS CAPITAL MANAGEMENT LLC0.94%3.67%328,745-13,395-3.92%55,054,925Mar 31, 2024
ARIEL INVESTMENTS, LLC3.78%2.19%1,327,00984,3136.78%222,234,197Mar 31, 2024
CHANNING CAPITAL MANAGEMENT, LLC1.23%1.95%433,386-41,156-8.67%72,579,153Mar 31, 2024
LGT CAPITAL PARTNERS LTD.0.99%1.81%346,330-47,000-11.95%57,999,885Mar 31, 2024
LYRICAL ASSET MANAGEMENT LP1.99%1.74%697,85818,8432.77%116,870,279Mar 31, 2024
WALLACE CAPITAL MANAGEMENT INC.0.20%1.61%70,306-1,252-1.75%11,774,212Mar 31, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC0.23%1.20%80,45226,38448.80%13,519,483Mar 31, 2024
ELEQUIN SECURITIES, LLC0.23%1.20%80,45280,452100.00%13,519,483Mar 31, 2024
LONG ROAD INVESTMENT COUNSEL, LLC0.04%1.02%14,535-750-4.91%2,434,000Mar 31, 2024
PARKWOOD LLC0.19%1.00%66,1077,34212.49%11,071,000Mar 31, 2024
SEASCAPE CAPITAL MANAGEMENT0.04%0.98%15,6681,61311.48%2,624,000Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.26%0.88%90,48190,481100.00%15,152,853Mar 31, 2024
POEHLING CAPITAL MANAGEMENT, INC.0.05%0.84%18,765-15-0.08%3,142,575Mar 31, 2024
NORTH STAR ASSET MANAGEMENT INC0.28%0.79%99,8172,3432.40%16,716,353Mar 31, 2024
CAMBRIA INVESTMENT MANAGEMENT, L.P.0.21%0.73%73,13410,22516.25%12,247,751Mar 31, 2024
REINHART PARTNERS, INC.0.31%0.73%107,339107,339100.00%17,976,088Mar 31, 2024

The largest Affiliated Managers Group shareholder by % of total assets is KILTEARN PARTNERS LLP. The company owns 675.21K shares of Affiliated Managers Group (AMG), representing 10.35% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INVESCO LTD.1.49%0.02%522,083200,03362.11%87,433,239Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.70%0.07%245,513110,61682.00%41,116,062Mar 31, 2024
REINHART PARTNERS, INC.0.31%0.73%107,339107,339100.00%17,976,088Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.26%0.88%90,48190,481100.00%15,152,853Mar 31, 2024
ARIEL INVESTMENTS, LLC3.78%2.19%1,327,00984,3136.78%222,234,197Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.0.23%0.03%80,85780,857100.00%13,541,122Mar 31, 2024
ELEQUIN SECURITIES, LLC0.23%1.20%80,45280,452100.00%13,519,483Mar 31, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.51%0.13%177,53047,23936.26%29,730,949Mar 31, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN0.11%0.01%40,18440,184100.00%6,729,614Mar 31, 2024
PINEBRIDGE INVESTMENTS, L.P.0.08%0.04%27,80427,804100.00%4,656,336Mar 31, 2024
FRANKLIN RESOURCES INC0.21%0.00%73,58226,74957.12%12,322,778Mar 31, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC0.23%1.20%80,45226,38448.80%13,519,483Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP2.27%0.04%796,06424,9603.24%133,316,844Mar 31, 2024
MARTINGALE ASSET MANAGEMENT L P0.07%0.08%24,67224,672100.00%4,131,821Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.07%0.19%24,44924,449100.00%4,094,474Mar 31, 2024
LSV ASSET MANAGEMENT0.68%0.08%238,50423,45410.91%39,942,000Mar 31, 2024
GENUS CAPITAL MANAGEMENT INC.0.06%0.45%20,60020,600100.00%3,449,882Mar 31, 2024
STATE STREET CORP3.01%0.01%1,055,14420,5841.99%176,704,966Mar 31, 2024
LYRICAL ASSET MANAGEMENT LP1.99%1.74%697,85818,8432.77%116,870,279Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.04%0.01%14,26814,268100.00%2,389,462Mar 31, 2024

As of Mar 31 2024, Affiliated Managers Group's largest institutional buyer is INVESCO LTD.. The company purchased 200.03K stocks of AMG, valued at $87.43M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CLARKSTON CAPITAL PARTNERS, LLC5.35%5.55%1,877,459-351,523-15.77%314,418,052Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.28%0.01%96,684-209,061-68.38%16,191,669Mar 31, 2024
CITADEL ADVISORS LLC0.62%0.01%218,963-142,872-39.49%36,669,734Mar 31, 2024
KILTEARN PARTNERS LLP1.92%10.35%675,214-128,600-16.00%112,011,250Mar 31, 2024
BANK OF AMERICA CORP /DE/0.09%0.00%33,278-128,185-79.39%5,573,147,000Mar 31, 2024
MORGAN STANLEY7.11%0.03%2,494,401-92,442-3.57%417,737,622Mar 31, 2024
BLACKROCK INC.9.22%0.01%3,234,519-74,878-2.26%541,684,889Mar 31, 2024
VANGUARD GROUP INC10.24%0.01%3,594,683-73,363-2.00%602,001,561Mar 31, 2024
D. E. SHAW & CO., INC.0.68%0.03%237,413-63,830-21.19%39,759,555Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD----55,500-100.00%-Mar 31, 2024
MARSHALL WACE, LLP0.82%0.07%286,248-52,401-15.47%47,937,954Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%0.01%56,700-48,300-46.00%9,496,000Mar 31, 2024
LGT CAPITAL PARTNERS LTD.0.99%1.81%346,330-47,000-11.95%57,999,885Mar 31, 2024
SOUTHEASTERN ASSET MANAGEMENT INC/TN/2.39%5.39%837,878-44,497-5.04%140,319,429Mar 31, 2024
CHANNING CAPITAL MANAGEMENT, LLC1.23%1.95%433,386-41,156-8.67%72,579,153Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.99%0.01%348,201-41,027-10.54%58,313,251Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.58%0.01%555,514-39,571-6.65%93,049,564Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.12%0.04%41,923-37,777-47.40%7,020,845Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.33%0.05%115,433-32,810-22.13%19,331,565Mar 31, 2024
JANE STREET GROUP, LLC0.02%0.00%8,216-30,576-78.82%1,375,933Mar 31, 2024

As of Mar 31 2024, Affiliated Managers Group's biggest institutional seller is CLARKSTON CAPITAL PARTNERS, LLC. The company sold -0.35M shares of AMG, valued at $314.42M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
REINHART PARTNERS, INC.0.31%0.73%107,339107,339100.00%17,976,088Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.26%0.88%90,48190,481100.00%15,152,853Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.0.23%0.03%80,85780,857100.00%13,541,122Mar 31, 2024
ELEQUIN SECURITIES, LLC0.23%1.20%80,45280,452100.00%13,519,483Mar 31, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN0.11%0.01%40,18440,184100.00%6,729,614Mar 31, 2024
PINEBRIDGE INVESTMENTS, L.P.0.08%0.04%27,80427,804100.00%4,656,336Mar 31, 2024
MARTINGALE ASSET MANAGEMENT L P0.07%0.08%24,67224,672100.00%4,131,821Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.07%0.19%24,44924,449100.00%4,094,474Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.04%0.01%14,26814,268100.00%2,389,462Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.04%0.00%12,40512,405100.00%2,077,465Mar 31, 2024
MISSION WEALTH MANAGEMENT, LP0.03%0.05%11,09311,093100.00%1,857,778Mar 31, 2024
REDWOOD INVESTMENT MANAGEMENT, LLC0.03%0.14%9,0269,026100.00%1,512,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%5,5005,500100.00%921,085Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%4,8004,800100.00%803,856Mar 31, 2024
CIPHER CAPITAL LP0.01%0.34%4,4104,410100.00%738,543Mar 31, 2024
GSA CAPITAL PARTNERS LLP0.01%0.06%4,2544,254100.00%712,000Mar 31, 2024
COLONY GROUP, LLC0.01%0.01%4,1634,163100.00%697,000Mar 31, 2024
ISAM FUNDS (UK) LTD0.01%0.38%3,9733,973100.00%665,358Mar 31, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION0.01%0.08%3,7633,763100.00%624,244Mar 31, 2024
PEARL RIVER CAPITAL, LLC0.01%0.10%3,6993,699100.00%619,472Mar 31, 2024
MAVERICK CAPITAL LTD0.01%0.01%3,4643,464100.00%580,116Mar 31, 2024
CUSTOM INDEX SYSTEMS, LLC0.01%0.29%3,0373,037100.00%508,606Mar 31, 2024
ADVISORSHARES INVESTMENTS LLC0.01%0.08%3,0003,000100.00%502,410Mar 31, 2024
0.01%0.01%2,5382,538100.00%425,039Mar 31, 2024
SHEETS SMITH WEALTH MANAGEMENT0.01%0.05%2,4542,454100.00%410,971Mar 31, 2024
GABELLI FUNDS LLC0.01%0.00%2,2502,250100.00%376,808Mar 31, 2024
AGF MANAGEMENT LTD0.01%0.00%2,1832,183100.00%365,587Mar 31, 2024
OLYMPIAD RESEARCH LP0.01%0.19%1,7501,750100.00%293,073Mar 31, 2024
CALLAN CAPITAL, LLC0.01%0.03%1,7441,744100.00%292,068Mar 31, 2024
ABACUS PLANNING GROUP, INC.0.00%0.05%1,6161,616100.00%270,632Mar 31, 2024
EMPIRICAL ASSET MANAGEMENT, LLC0.00%0.11%1,4001,400100.00%234,458Mar 31, 2024
WEISS ASSET MANAGEMENT LP0.00%0.01%1,2371,237100.00%207,160Mar 31, 2024
DORSEY & WHITNEY TRUST CO LLC0.00%0.01%1,2061,206100.00%201,969Mar 31, 2024
GAMCO INVESTORS, INC. ET AL0.00%0.00%1,2001,200100.00%200,964Mar 31, 2024
PANAGORA ASSET MANAGEMENT INC0.00%0.00%1,1981,198100.00%200,629Mar 31, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.04%1,1041,104100.00%167,571,000Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%0.00%802802100.00%133,044,000Mar 31, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.00%0.01%183183100.00%30,641Mar 31, 2024
RISE ADVISORS, LLC0.00%0.01%9393100.00%15,575Mar 31, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-7171100.00%11,898Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%5353100.00%8,875Mar 31, 2024
WEBSTER BANK, N. A.0.00%0.00%3333100.00%5,527Mar 31, 2024
MATHER GROUP, LLC.0.00%-2020100.00%3,028,000Mar 31, 2024
SOUTHSTATE CORP-0.00%1616100.00%2,680Mar 31, 2024
WEST PACES ADVISORS INC.-0.00%1616100.00%2,680Mar 31, 2024
WESTEND CAPITAL MANAGEMENT, LLC-0.00%1616100.00%2,680Mar 31, 2024
TORTOISE INVESTMENT MANAGEMENT, LLC-0.00%1414100.00%2,345Mar 31, 2024
HUNTINGTON NATIONAL BANK--1010100.00%1,675Mar 31, 2024
SPIRE WEALTH MANAGEMENT--1010100.00%1,603Mar 31, 2024
SEMMAX FINANCIAL ADVISORS INC.-0.00%77100.00%1,097,000Mar 31, 2024
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.-0.00%44100.00%670Mar 31, 2024
FINANCIAL MANAGEMENT PROFESSIONALS, INC.-0.00%33100.00%1,000Mar 31, 2024

Affiliated Managers Group's largest new institutional shareholder by number of shares is REINHART PARTNERS, INC., purchased 107.34K shares, valued at $17.98M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CANADA PENSION PLAN INVESTMENT BOARD----55,500-100.00%-Mar 31, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S----21,163-100.00%-Mar 31, 2024
GENUS CAPITAL MANAGEMENT INC.----15,300-100.00%-Mar 31, 2024
BANK OF NOVA SCOTIA----13,700-100.00%-Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.----13,433-100.00%-Mar 31, 2024
AIA GROUP LTD----7,854-100.00%-Mar 31, 2024
SQUAREPOINT OPS LLC----7,772-100.00%-Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----7,489-100.00%-Mar 31, 2024
MERCER GLOBAL ADVISORS INC /ADV----4,421-100.00%-Mar 31, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----4,400-100.00%-Mar 31, 2024
SEQUOIA FINANCIAL ADVISORS, LLC----3,895-100.00%-Mar 31, 2024
PRUDENTIAL PLC----3,761-100.00%-Mar 31, 2024
RMB CAPITAL MANAGEMENT, LLC----3,000-100.00%-Mar 31, 2024
FORA CAPITAL, LLC----2,902-100.00%-Mar 31, 2024
SAPIENT CAPITAL LLC----2,581-100.00%-Mar 31, 2024
SOUTHEAST ASSET ADVISORS INC.----2,577-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----2,484-100.00%-Mar 31, 2024
WINTON GROUP LTD----2,340-100.00%-Mar 31, 2024
MQS MANAGEMENT LLC----2,259-100.00%-Mar 31, 2024
EDGESTREAM PARTNERS, L.P.----2,095-100.00%-Mar 31, 2024
ALYESKA INVESTMENT GROUP, L.P.----1,485-100.00%-Mar 31, 2024
INTECH INVESTMENT MANAGEMENT LLC----1,359-100.00%-Mar 31, 2024
ENTRYPOINT CAPITAL, LLC----544-100.00%-Mar 31, 2024
SKAANA MANAGEMENT L.P.----500-100.00%-Mar 31, 2024
KAPITALO INVESTIMENTOS LTDA----456-100.00%-Mar 31, 2024
BARTLETT & CO. WEALTH MANAGEMENT LLC----125-100.00%-Mar 31, 2024
QUARRY LP----123-100.00%-Mar 31, 2024
LOOMIS SAYLES & CO L P----110-100.00%-Mar 31, 2024
INDIANA TRUST & INVESTMENT MANAGEMENT CO----44-100.00%-Mar 31, 2024
EXCHANGE TRADED CONCEPTS, LLC----31-100.00%-Mar 31, 2024
TURTLE CREEK WEALTH ADVISORS, LLC----14-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----13-100.00%-Mar 31, 2024
M&R CAPITAL MANAGEMENT INC----11-100.00%-Mar 31, 2024
ARLINGTON TRUST CO LLC----5-100.00%-Mar 31, 2024
PARKSIDE FINANCIAL BANK & TRUST----3-100.00%-Mar 31, 2024
DELOS WEALTH ADVISORS, LLC----3-100.00%-Mar 31, 2024

Affiliated Managers Group's largest sold out institutional shareholder by shares sold is CANADA PENSION PLAN INVESTMENT BOARD, sold -55.50K shares, valued at -, as of undefined.

Affiliated Managers Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Manager Directed Portfolios1.16%190,770--Jan 31, 2024
EATON VANCE GROWTH TRUST0.61%1,636,405--Feb 29, 2024
Vanguard Montgomery Funds0.48%19,367-8,091-29.47%Dec 31, 2023
AGF Investments Trust0.25%-8,787--Dec 31, 2023
NICHOLAS FUND, INC.0.18%304,505--Dec 31, 2023
TAX-MANAGED GROWTH PORTFOLIO0.17%58,641--Dec 31, 2023
PIONEER SERIES TRUST XII0.16%116,213--Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS I0.16%3,700--Jan 31, 2023
PIONEER SERIES TRUST XI0.14%75,821--Dec 29, 2023
SCHRODER GLOBAL SERIES TRUST0.12%237-3,568-93.77%Jan 31, 2021
SEI Exchange Traded Funds0.11%1,56015511.03%Dec 31, 2023
ALPS Series Trust0.10%908,0775,0000.55%Dec 31, 2023
LONGLEAF PARTNERS FUNDS TRUST0.10%581,497--Mar 31, 2024
Pioneer Series Trust III0.09%25,768--Feb 29, 2024
Gabelli ETFs Trust0.08%1,000-100-9.09%Dec 29, 2023
Nuveen Core Equity Alpha Fund0.07%1,708--Dec 31, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.07%274,084-13,095-4.56%Dec 29, 2023
T. Rowe Price Financial Services Fund, Inc.0.06%38,1009,10031.38%Dec 31, 2023
BNY MELLON MIDCAP INDEX FUND, INC.0.05%20,906-2,313-9.96%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.05%23,512--Dec 31, 2023
Guggenheim Enhanced Equity Income Fund0.05%8,282--Sep 30, 2021
FIDELITY DEVONSHIRE TRUST0.04%450,73120,1004.67%Jan 31, 2024
MASTER ADVANTAGE SMID CAP LLC0.04%4,689--Dec 31, 2020
DELAWARE GROUP EQUITY FUNDS IV0.04%38,120--Dec 29, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.03%131,839-3,966-2.92%Jan 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.03%2,148--Sep 30, 2022
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.03%66,617--Dec 31, 2023
VIRTUS ASSET TRUST0.02%575,000--Dec 29, 2023
MASTER LARGE CAP SERIES LLC0.02%18,580--Mar 31, 2022
VANGUARD HORIZON FUNDS0.02%426,69667,57718.82%Dec 31, 2023
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.02%3,279--Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 120.02%16,330--Jan 31, 2024
Federated Hermes Index Trust0.02%3,774-312-7.64%Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.02%68,781-3,941-5.42%Feb 29, 2024
ALGER INSTITUTIONAL FUNDS0.02%4,090-3,442-45.70%Jan 31, 2024
SPDR S&P 500 ETF TRUST0.01%564,925--Dec 31, 2023
VANGUARD QUANTITATIVE FUNDS0.01%115,82061,110111.70%Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.01%713--Dec 31, 2023
SELECT SECTOR SPDR TRUST0.01%358,867--Dec 31, 2023
First Trust Intermediate Duration Preferred & Income Fund0.01%173,946--Jan 31, 2024
FRANKLIN FUND ALLOCATOR SERIES0.01%14,6796544.66%Jan 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.01%4,495--Dec 31, 2023
Delaware Enhanced Global Dividend & Income Fund0.01%3,664--Feb 28, 2023
ALGER PORTFOLIOS0.01%3,678-4,356-54.22%Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND III0.01%83,400--Dec 31, 2023
Calvert Responsible Index Series, Inc.0.01%13,251-1,616-10.87%Dec 31, 2023
BNY MELLON STOCK INDEX FUND, INC.0.01%5,504--Mar 31, 2024
ALGER FUNDS0.01%7,396-8,901-54.62%Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.01%8,156--Dec 29, 2023
SSGA FUNDS0.01%3,376--Feb 29, 2024
VANGUARD INDEX FUNDS0.01%3,483,315379,84712.24%Dec 31, 2023
FIRST TRUST SERIES FUND0.01%25,553--Jan 31, 2024
Weiss Strategic Interval Fund0.01%23,96323,963-Sep 30, 2022
Cambria ETF Trust0.01%65,1648,15114.30%Jan 31, 2024
SYNTAX ETF TRUST0.01%227-37-14.02%Dec 31, 2023
Northern Lights Variable Trust0.01%6,701--Dec 31, 2023
Principal Exchange-Traded Funds0.01%73,034--Mar 31, 2024
Voya EQUITY TRUST0.01%8,6864245.13%Feb 29, 2024
Fidelity Central Investment Portfolios LLC0.01%111,870--Feb 29, 2024
NEUBERGER BERMAN EQUITY FUNDS0.01%54,651--Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.01%33,2505031.54%Jan 31, 2024
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC0.01%1,374--Feb 28, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 100.01%1,200--Jan 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%10,288--Feb 29, 2024
RBB Fund Trust0.00%4,5874,587-Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.00%11,352--Dec 31, 2023
Humankind Benefit Corp0.00%99-4-3.88%Dec 31, 2023
FIRST TRUST SERIES FUND0.00%14,951--Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.00%2,017--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%758-216-22.18%Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%271,41688,76948.60%Jan 31, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND0.00%35,430--Jan 31, 2024
Calvert Variable Products, Inc.0.00%7,465-395-5.03%Dec 31, 2023
FIDELITY ADVISOR SERIES VII0.00%25,404--Jan 31, 2024
Amplify ETF Trust0.00%30,374--Jan 31, 2024
SATURNA INVESTMENT TRUST0.00%250,000--Feb 29, 2024
JNL VARIABLE FUND LLC0.00%14,786-1,439-8.87%Mar 31, 2020
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%1,150--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND IV0.00%6,500--Dec 31, 2023
SCHWAB ANNUITY PORTFOLIOS0.00%864--Dec 31, 2023
BLACKROCK ADVANTAGE GLOBAL FUND, INC.0.00%655--Dec 31, 2023
DIMENSIONAL INVESTMENT GROUP INC0.00%31,797--Jan 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.00%7,598240.32%Dec 31, 2023
First Trust Intermediate Duration Preferred & Income Fund0.00%29,434--Jan 31, 2024
SMALLCAP WORLD FUND INC0.00%118,000--Dec 31, 2023
STERLING CAPITAL FUNDS0.00%36,113-5,070-12.31%Dec 29, 2023
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%95629444.41%Sep 30, 2020
Vericimetry Funds0.00%180--Dec 31, 2023
IndexIQ ETF Trust0.00%3,838561.48%Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%304,3279730.32%Feb 29, 2024
ETF Series Solutions0.00%27,2532,56710.40%Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%298,423-586-0.20%Feb 29, 2024
PFM Multi-Manager Series Trust0.00%900--Dec 31, 2023
Forethought Variable Insurance Trust0.00%4,510--Dec 29, 2023
Goldman Sachs ETF Trust II0.00%1,123-36-3.11%Feb 29, 2024
FIDELITY SELECT PORTFOLIOS0.00%65,500--Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%715-50-6.54%Sep 30, 2023
FIDELITY SECURITIES FUND0.00%86,200--Jan 31, 2024
AdvisorShares Trust0.00%2,675--Dec 29, 2023
Fidelity Commonwealth Trust II0.00%5,79487217.72%Aug 31, 2023

Affiliated Managers Group's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 190.77K shares, compromising 1.16% of its total assets.

Affiliated Managers Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24247-35.51%
31 Dec, 233838.50%
30 Sep, 23353-7.35%
30 Jun, 23381-1.55%
31 Mar, 233875.16%
31 Dec, 2236813.58%
30 Sep, 223246.58%
30 Jun, 22304-8.71%
31 Mar, 22333-8.52%
31 Dec, 213649.64%
30 Sep, 21332-0.60%
30 Jun, 213346.03%
31 Mar, 213157.51%
31 Dec, 202938.92%
30 Sep, 20269-6.60%
30 Jun, 20288-0.69%
31 Mar, 20290-16.43%
31 Dec, 19347-4.67%
30 Sep, 19364-8.31%
30 Jun, 19397-9.36%
31 Mar, 19438-4.16%
31 Dec, 18457-6.92%
30 Sep, 18491-3.73%
30 Jun, 18510-3.95%
31 Mar, 18531-
31 Dec, 175318.81%
30 Sep, 17488-1.01%
30 Jun, 17493-5.92%
31 Mar, 17524-2.78%
31 Dec, 165396.10%
30 Sep, 16508-0.78%
30 Jun, 165126.44%
31 Mar, 164810.42%
31 Dec, 15479-1.64%
30 Sep, 15487-2.40%
30 Jun, 154991.22%
31 Mar, 154931.02%
31 Dec, 144881.88%
30 Sep, 144792.35%
30 Jun, 144681.52%
31 Mar, 144611.32%
31 Dec, 134559.64%
30 Sep, 134150.97%
30 Jun, 13411123.37%
31 Mar, 1318410.84%
31 Dec, 1216611.41%
30 Sep, 12149-
30 Jun, 121493.47%
31 Mar, 1214417.07%
31 Dec, 1112312.84%
30 Sep, 11109-3.54%
30 Jun, 11113-1.74%
31 Mar, 1111513.86%
31 Dec, 10101-5.61%
30 Sep, 1010711.46%
30 Jun, 1096-5.88%
31 Mar, 101025.15%
31 Dec, 09978.99%
30 Sep, 0989-3.26%
30 Jun, 099215.00%
31 Mar, 0980-11.11%
31 Dec, 0890-13.46%
30 Sep, 0810410.64%
30 Jun, 08949.30%
31 Mar, 0886-8.51%
31 Dec, 079418.99%
30 Sep, 0779-8.14%
30 Jun, 07868.86%
31 Mar, 0779-9.20%
31 Dec, 068724.29%
30 Sep, 06704.48%
30 Jun, 0667-4.29%
31 Mar, 067022.81%
31 Dec, 05571.79%
30 Sep, 0556-12.50%
30 Jun, 056414.29%
31 Mar, 055614.29%
31 Dec, 044919.51%
30 Sep, 04417.89%
30 Jun, 0438-17.39%
31 Mar, 044615.00%
31 Dec, 0340-
30 Sep, 034025.00%
30 Jun, 033223.08%
31 Mar, 03268.33%
31 Dec, 022414.29%
30 Sep, 0221-16.00%
30 Jun, 02258.70%
31 Mar, 02239.52%
31 Dec, 012116.67%
30 Sep, 0118-14.29%
30 Jun, 0121-
31 Mar, 012110.53%
31 Dec, 0019-9.52%
30 Sep, 0021-
30 Jun, 002161.54%
31 Mar, 001344.44%
31 Dec, 99912.50%
30 Sep, 998-11.11%
30 Jun, 999-
31 Mar, 999-

As of 31 Mar 24, 247 institutions are holding Affiliated Managers Group's shares, representing a decrease of -35.51% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2415,734,189-49.79%
31 Dec, 2331,333,658-0.57%
30 Sep, 2331,512,863-4.11%
30 Jun, 2332,862,718-6.08%
31 Mar, 2334,988,8960.64%
31 Dec, 2234,765,390-3.76%
30 Sep, 2236,124,828-2.20%
30 Jun, 2236,935,585-2.20%
31 Mar, 2237,765,610-3.60%
31 Dec, 2139,176,360-1.76%
30 Sep, 2139,878,467-2.70%
30 Jun, 2140,983,331-2.50%
31 Mar, 2142,034,785-6.85%
31 Dec, 2045,125,952-1.72%
30 Sep, 2045,914,859-1.25%
30 Jun, 2046,497,569-0.61%
31 Mar, 2046,784,740-1.92%
31 Dec, 1947,699,983-2.84%
30 Sep, 1949,094,9293.61%
30 Jun, 1947,383,904-3.10%
31 Mar, 1948,900,293-3.21%
31 Dec, 1850,523,1652.83%
30 Sep, 1849,133,780-2.62%
30 Jun, 1850,457,603-2.05%
31 Mar, 1851,513,730-1.87%
31 Dec, 1752,496,378-1.42%
30 Sep, 1753,254,064-1.35%
30 Jun, 1753,984,1500.52%
31 Mar, 1753,702,388-2.03%
31 Dec, 1654,817,3912.14%
30 Sep, 1653,667,497-1.36%
30 Jun, 1654,407,172-1.97%
31 Mar, 1655,500,8506.28%
31 Dec, 1552,221,112-0.81%
30 Sep, 1552,646,668-0.44%
30 Jun, 1552,878,975-2.06%
31 Mar, 1553,993,3930.39%
31 Dec, 1453,785,933-0.85%
30 Sep, 1454,248,433-1.10%
30 Jun, 1454,854,0493.74%
31 Mar, 1452,878,7910.58%
31 Dec, 1352,573,167-1.24%
30 Sep, 1353,231,4852.29%
30 Jun, 1352,039,056102.46%
31 Mar, 1325,703,836-1.15%
31 Dec, 1226,003,3218.98%
30 Sep, 1223,859,873-10.39%
30 Jun, 1226,625,23316.40%
31 Mar, 1222,874,052-8.17%
31 Dec, 1124,909,98828.61%
30 Sep, 1119,368,775-12.39%
30 Jun, 1122,107,097-0.17%
31 Mar, 1122,145,35234.24%
31 Dec, 1016,497,357-6.67%
30 Sep, 1017,676,391-0.01%
30 Jun, 1017,677,464-9.05%
31 Mar, 1019,436,3929.85%
31 Dec, 0917,694,343-3.07%
30 Sep, 0918,254,9624.81%
30 Jun, 0917,417,76110.20%
31 Mar, 0915,806,012-21.45%
31 Dec, 0820,122,4539.11%
30 Sep, 0818,443,07029.72%
30 Jun, 0814,218,088-6.81%
31 Mar, 0815,256,755-0.32%
31 Dec, 0715,305,8525.39%
30 Sep, 0714,522,696-5.90%
30 Jun, 0715,432,55011.14%
31 Mar, 0713,886,101-4.86%
31 Dec, 0614,595,2929.57%
30 Sep, 0613,320,480-69.02%
30 Jun, 0643,002,116211.27%
31 Mar, 0613,815,18710.89%
31 Dec, 0512,457,96728.35%
30 Sep, 059,705,9412.49%
30 Jun, 059,469,9010.81%
31 Mar, 059,393,54484.26%
31 Dec, 045,098,000-18.67%
30 Sep, 046,268,210-0.61%
30 Jun, 046,306,3854.45%
31 Mar, 046,037,571105.45%
31 Dec, 032,938,712-18.69%
30 Sep, 033,614,321-2.22%
30 Jun, 033,696,4124.14%
31 Mar, 033,549,575-26.71%
31 Dec, 024,843,24750.07%
30 Sep, 023,227,3624.25%
30 Jun, 023,095,73225.74%
31 Mar, 022,462,0464.20%
31 Dec, 012,362,841-16.42%
30 Sep, 012,826,97915.30%
30 Jun, 012,451,76615.17%
31 Mar, 012,128,876-8.91%
31 Dec, 002,337,081-34.30%
30 Sep, 003,557,23415.15%
30 Jun, 003,089,20935.69%
31 Mar, 002,276,68732.76%
31 Dec, 991,714,905-26.68%
30 Sep, 992,339,0326.37%
30 Jun, 992,198,96917.06%
31 Mar, 991,878,507-

Affiliated Managers Group (AMG) has 15.73M shares outstanding as of 31 Mar 24, down -49.79% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2444.83%0.81%
31 Dec, 2374.25%0.96%
30 Sep, 2387.78%1.05%
30 Jun, 2391.54%0.96%
31 Mar, 2397.46%1.20%
31 Dec, 2290.30%1.01%
30 Sep, 2294.57%1.04%
30 Jun, 2295.44%1.05%
31 Mar, 2295.13%1.02%
31 Dec, 2196.49%1.02%
30 Sep, 2197.03%1.00%
30 Jun, 2198.52%1.01%
31 Mar, 2198.67%1.05%
31 Dec, 2097.05%0.99%
30 Sep, 2099.17%1.02%
30 Jun, 2098.51%1.03%
31 Mar, 2097.88%1.10%
31 Dec, 1994.46%1.00%
30 Sep, 1997.41%1.13%
30 Jun, 1992.91%1.05%
31 Mar, 1994.22%1.06%
31 Dec, 1894.26%1.10%
30 Sep, 1892.53%1.06%
30 Jun, 1893.44%1.05%
31 Mar, 1894.35%1.05%
31 Dec, 1794.76%1.04%
30 Sep, 1795.44%1.04%
30 Jun, 1795.89%1.07%
31 Mar, 1794.71%0.93%
31 Dec, 16101.14%1.02%
30 Sep, 1699.57%0.97%
30 Jun, 16101.13%0.96%
31 Mar, 16102.78%1.09%
31 Dec, 1596.89%1.03%
30 Sep, 1597.13%1.04%
30 Jun, 1596.85%1.00%
31 Mar, 1598.53%1.04%
31 Dec, 1497.26%1.02%
30 Sep, 1497.57%1.00%
30 Jun, 1499.01%1.02%
31 Mar, 1498.47%1.01%
31 Dec, 1398.82%0.99%
30 Sep, 13100.06%1.04%
30 Jun, 1398.00%4.12%
31 Mar, 1348.77%1.96%
31 Dec, 1249.91%2.34%
30 Sep, 1246.15%1.72%
30 Jun, 1251.80%2.64%
31 Mar, 1244.33%1.89%
31 Dec, 1148.37%3.47%
30 Sep, 1137.32%2.07%
30 Jun, 1142.43%2.32%
31 Mar, 1142.75%4.21%
31 Dec, 1031.85%2.67%
30 Sep, 1034.55%2.20%
30 Jun, 1039.63%1.88%
31 Mar, 1045.88%2.51%
31 Dec, 0942.76%2.25%
30 Sep, 0943.62%2.47%
30 Jun, 0942.02%2.69%
31 Mar, 0939.49%1.42%
31 Dec, 0852.66%2.42%
30 Sep, 0846.67%3.57%
30 Jun, 0836.18%1.85%
31 Mar, 0844.26%1.64%
31 Dec, 0751.95%2.20%
30 Sep, 0748.64%1.82%
30 Jun, 0751.71%2.37%
31 Mar, 0746.76%2.15%
31 Dec, 0646.65%2.43%
30 Sep, 0643.86%0.23%
30 Jun, 06137.72%8.19%
31 Mar, 0641.02%3.00%
31 Dec, 0536.99%4.52%
30 Sep, 0528.61%3.60%
30 Jun, 0528.19%3.55%
31 Mar, 0528.20%9.76%
31 Dec, 0417.00%3.73%
30 Sep, 0421.35%4.51%
30 Jun, 0421.75%5.48%
31 Mar, 0419.92%23.42%
31 Dec, 039.22%7.16%
30 Sep, 0311.35%8.28%
30 Jun, 0311.71%9.57%
31 Mar, 0311.06%5.14%
31 Dec, 0214.66%15.20%
30 Sep, 029.82%11.36%
30 Jun, 029.30%17.05%
31 Mar, 027.39%14.58%
31 Dec, 017.12%9.86%
30 Sep, 018.50%15.55%
30 Jun, 017.39%17.87%
31 Mar, 016.43%12.90%
31 Dec, 007.06%6.16%
30 Sep, 0010.71%12.43%
30 Jun, 009.28%20.80%
31 Mar, 006.68%25.14%
31 Dec, 995.15%10.43%
30 Sep, 997.03%26.61%
30 Jun, 995.14%26.66%
31 Mar, 994.39%-

As of 31 Mar 24, Affiliated Managers Group is held by 44.83% institutional shareholders, representing a 0.81% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24107-46.23%
31 Dec, 2319934.46%
30 Sep, 23148-
30 Jun, 23148-24.87%
31 Mar, 23197-1.01%
31 Dec, 2219934.46%
30 Sep, 2214815.63%
30 Jun, 22128-11.72%
31 Mar, 22145-18.08%
31 Dec, 2117745.08%
30 Sep, 21122-11.59%
30 Jun, 211382.99%
31 Mar, 2113412.61%
31 Dec, 2011917.82%
30 Sep, 20101-17.89%
30 Jun, 20123-4.65%
31 Mar, 20129-24.12%
31 Dec, 1917015.65%
30 Sep, 19147-11.45%
30 Jun, 19166-17.82%
31 Mar, 19202-9.01%
31 Dec, 18222-0.89%
30 Sep, 18224-3.03%
30 Jun, 182317.44%
31 Mar, 18215-10.04%
31 Dec, 1723920.10%
30 Sep, 17199-2.45%
30 Jun, 17204-21.24%
31 Mar, 17259-3.72%
31 Dec, 1626921.17%
30 Sep, 16222-10.84%
30 Jun, 162499.21%
31 Mar, 162286.54%
31 Dec, 152141.90%
30 Sep, 15210-1.41%
30 Jun, 15213-1.84%
31 Mar, 15217-4.41%
31 Dec, 1422710.19%
30 Sep, 14206-9.65%
30 Jun, 142286.54%
31 Mar, 142149.18%
31 Dec, 1319610.73%
30 Sep, 13177-41.00%
30 Jun, 13300185.71%
31 Mar, 1310514.13%
31 Dec, 129221.05%
30 Sep, 1276-6.17%
30 Jun, 1281-6.90%
31 Mar, 128716.00%
31 Dec, 117527.12%
30 Sep, 11591.72%
30 Jun, 1158-3.33%
31 Mar, 11601.69%
31 Dec, 10593.51%
30 Sep, 105714.00%
30 Jun, 1050-5.66%
31 Mar, 1053-10.17%
31 Dec, 095911.32%
30 Sep, 0953-19.70%
30 Jun, 096629.41%
31 Mar, 0951-16.39%
31 Dec, 08618.93%
30 Sep, 0856-11.11%
30 Jun, 086334.04%
31 Mar, 0847-17.54%
31 Dec, 075721.28%
30 Sep, 0747-4.08%
30 Jun, 07498.89%
31 Mar, 0745-15.09%
31 Dec, 065326.19%
30 Sep, 064213.51%
30 Jun, 0637-9.76%
31 Mar, 064128.13%
31 Dec, 0532-
30 Sep, 0532-15.79%
30 Jun, 053811.76%
31 Mar, 05349.68%
31 Dec, 043114.81%
30 Sep, 04278.00%
30 Jun, 0425-44.44%
31 Mar, 044595.65%
31 Dec, 0323-14.81%
30 Sep, 032722.73%
30 Jun, 032215.79%
31 Mar, 03195.56%
31 Dec, 021812.50%
30 Sep, 0216-11.11%
30 Jun, 021812.50%
31 Mar, 0216-
31 Dec, 011645.45%
30 Sep, 0111-31.25%
30 Jun, 011677.78%
31 Mar, 019-
31 Dec, 009-18.18%
30 Sep, 0011-31.25%
30 Jun, 0016100.00%
31 Mar, 00833.33%
31 Dec, 996-
30 Sep, 996-
30 Jun, 996-33.33%
31 Mar, 999-

107 institutional shareholders have increased their position in AMG stock as of 31 Mar 24 compared to 199 in the previous quarter (a -46.23% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2482-35.43%
31 Dec, 23127-14.77%
30 Sep, 23149-11.31%
30 Jun, 2316824.44%
31 Mar, 2313517.39%
31 Dec, 221151.77%
30 Sep, 22113-10.32%
30 Jun, 22126-2.33%
31 Mar, 221294.03%
31 Dec, 21124-12.06%
30 Sep, 211416.02%
30 Jun, 211333.91%
31 Mar, 211280.79%
31 Dec, 201273.25%
30 Sep, 201230.82%
30 Jun, 2012215.09%
31 Mar, 20106-22.63%
31 Dec, 19137-9.27%
30 Sep, 19151-7.36%
30 Jun, 191635.16%
31 Mar, 19155-13.41%
31 Dec, 18179-4.79%
30 Sep, 181886.21%
30 Jun, 18177-18.81%
31 Mar, 1821821.79%
31 Dec, 17179-4.28%
30 Sep, 17187-0.53%
30 Jun, 171885.03%
31 Mar, 17179-5.29%
31 Dec, 16189-
30 Sep, 161898.00%
30 Jun, 16175-3.85%
31 Mar, 16182-2.15%
31 Dec, 15186-0.53%
30 Sep, 15187-5.08%
30 Jun, 15197-4.37%
31 Mar, 1520613.81%
31 Dec, 14181-6.70%
30 Sep, 1419415.48%
30 Jun, 14168-
31 Mar, 14168-11.58%
31 Dec, 131903.83%
30 Sep, 13183144.00%
30 Jun, 137513.64%
31 Mar, 136622.22%
31 Dec, 125410.20%
30 Sep, 1249-5.77%
30 Jun, 125220.93%
31 Mar, 124334.38%
31 Dec, 1132-3.03%
30 Sep, 1133-8.33%
30 Jun, 1136-7.69%
31 Mar, 113944.44%
31 Dec, 1027-
30 Sep, 1027-15.63%
30 Jun, 1032-17.95%
31 Mar, 103950.00%
31 Dec, 0926-3.70%
30 Sep, 092742.11%
30 Jun, 0919-17.39%
31 Mar, 092315.00%
31 Dec, 0820-39.39%
30 Sep, 083357.14%
30 Jun, 0821-27.59%
31 Mar, 08297.41%
31 Dec, 072717.39%
30 Sep, 0723-14.81%
30 Jun, 07273.85%
31 Mar, 072613.04%
31 Dec, 062335.29%
30 Sep, 0617-10.53%
30 Jun, 0619-9.52%
31 Mar, 062116.67%
31 Dec, 0518-5.26%
30 Sep, 051911.76%
30 Jun, 05176.25%
31 Mar, 051614.29%
31 Dec, 041427.27%
30 Sep, 0411-8.33%
30 Jun, 04121100.00%
31 Mar, 041-92.86%
31 Dec, 031440.00%
30 Sep, 031042.86%
30 Jun, 03740.00%
31 Mar, 035-
31 Dec, 025-
30 Sep, 025-
30 Jun, 025-28.57%
31 Mar, 027133.33%
31 Dec, 013-50.00%
30 Sep, 016100.00%
30 Jun, 013-75.00%
31 Mar, 011250.00%
31 Dec, 008-
30 Sep, 00860.00%
30 Jun, 00525.00%
31 Mar, 004100.00%
31 Dec, 992100.00%
30 Sep, 991-50.00%
30 Jun, 992-
31 Mar, 99--

82 institutional shareholders have reduced their position in AMG stock as of 31 Mar 24 compared to 127 in the previous quarter (a -35.43% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24247-35.51%15,734,189-49.79%44.83%0.81%107-46.23%82-35.43%
31 Dec, 233838.50%31,333,658-0.57%74.25%0.96%19934.46%127-14.77%
30 Sep, 23353-7.35%31,512,863-4.11%87.78%1.05%148-149-11.31%
30 Jun, 23381-1.55%32,862,718-6.08%91.54%0.96%148-24.87%16824.44%
31 Mar, 233875.16%34,988,8960.64%97.46%1.20%197-1.01%13517.39%
31 Dec, 2236813.58%34,765,390-3.76%90.30%1.01%19934.46%1151.77%
30 Sep, 223246.58%36,124,828-2.20%94.57%1.04%14815.63%113-10.32%
30 Jun, 22304-8.71%36,935,585-2.20%95.44%1.05%128-11.72%126-2.33%
31 Mar, 22333-8.52%37,765,610-3.60%95.13%1.02%145-18.08%1294.03%
31 Dec, 213649.64%39,176,360-1.76%96.49%1.02%17745.08%124-12.06%
30 Sep, 21332-0.60%39,878,467-2.70%97.03%1.00%122-11.59%1416.02%
30 Jun, 213346.03%40,983,331-2.50%98.52%1.01%1382.99%1333.91%
31 Mar, 213157.51%42,034,785-6.85%98.67%1.05%13412.61%1280.79%
31 Dec, 202938.92%45,125,952-1.72%97.05%0.99%11917.82%1273.25%
30 Sep, 20269-6.60%45,914,859-1.25%99.17%1.02%101-17.89%1230.82%
30 Jun, 20288-0.69%46,497,569-0.61%98.51%1.03%123-4.65%12215.09%
31 Mar, 20290-16.43%46,784,740-1.92%97.88%1.10%129-24.12%106-22.63%
31 Dec, 19347-4.67%47,699,983-2.84%94.46%1.00%17015.65%137-9.27%
30 Sep, 19364-8.31%49,094,9293.61%97.41%1.13%147-11.45%151-7.36%
30 Jun, 19397-9.36%47,383,904-3.10%92.91%1.05%166-17.82%1635.16%
31 Mar, 19438-4.16%48,900,293-3.21%94.22%1.06%202-9.01%155-13.41%
31 Dec, 18457-6.92%50,523,1652.83%94.26%1.10%222-0.89%179-4.79%
30 Sep, 18491-3.73%49,133,780-2.62%92.53%1.06%224-3.03%1886.21%
30 Jun, 18510-3.95%50,457,603-2.05%93.44%1.05%2317.44%177-18.81%
31 Mar, 18531-51,513,730-1.87%94.35%1.05%215-10.04%21821.79%
31 Dec, 175318.81%52,496,378-1.42%94.76%1.04%23920.10%179-4.28%
30 Sep, 17488-1.01%53,254,064-1.35%95.44%1.04%199-2.45%187-0.53%
30 Jun, 17493-5.92%53,984,1500.52%95.89%1.07%204-21.24%1885.03%
31 Mar, 17524-2.78%53,702,388-2.03%94.71%0.93%259-3.72%179-5.29%
31 Dec, 165396.10%54,817,3912.14%101.14%1.02%26921.17%189-
30 Sep, 16508-0.78%53,667,497-1.36%99.57%0.97%222-10.84%1898.00%
30 Jun, 165126.44%54,407,172-1.97%101.13%0.96%2499.21%175-3.85%
31 Mar, 164810.42%55,500,8506.28%102.78%1.09%2286.54%182-2.15%
31 Dec, 15479-1.64%52,221,112-0.81%96.89%1.03%2141.90%186-0.53%
30 Sep, 15487-2.40%52,646,668-0.44%97.13%1.04%210-1.41%187-5.08%
30 Jun, 154991.22%52,878,975-2.06%96.85%1.00%213-1.84%197-4.37%
31 Mar, 154931.02%53,993,3930.39%98.53%1.04%217-4.41%20613.81%
31 Dec, 144881.88%53,785,933-0.85%97.26%1.02%22710.19%181-6.70%
30 Sep, 144792.35%54,248,433-1.10%97.57%1.00%206-9.65%19415.48%
30 Jun, 144681.52%54,854,0493.74%99.01%1.02%2286.54%168-
31 Mar, 144611.32%52,878,7910.58%98.47%1.01%2149.18%168-11.58%
31 Dec, 134559.64%52,573,167-1.24%98.82%0.99%19610.73%1903.83%
30 Sep, 134150.97%53,231,4852.29%100.06%1.04%177-41.00%183144.00%
30 Jun, 13411123.37%52,039,056102.46%98.00%4.12%300185.71%7513.64%
31 Mar, 1318410.84%25,703,836-1.15%48.77%1.96%10514.13%6622.22%
31 Dec, 1216611.41%26,003,3218.98%49.91%2.34%9221.05%5410.20%
30 Sep, 12149-23,859,873-10.39%46.15%1.72%76-6.17%49-5.77%
30 Jun, 121493.47%26,625,23316.40%51.80%2.64%81-6.90%5220.93%
31 Mar, 1214417.07%22,874,052-8.17%44.33%1.89%8716.00%4334.38%
31 Dec, 1112312.84%24,909,98828.61%48.37%3.47%7527.12%32-3.03%
30 Sep, 11109-3.54%19,368,775-12.39%37.32%2.07%591.72%33-8.33%
30 Jun, 11113-1.74%22,107,097-0.17%42.43%2.32%58-3.33%36-7.69%
31 Mar, 1111513.86%22,145,35234.24%42.75%4.21%601.69%3944.44%
31 Dec, 10101-5.61%16,497,357-6.67%31.85%2.67%593.51%27-
30 Sep, 1010711.46%17,676,391-0.01%34.55%2.20%5714.00%27-15.63%
30 Jun, 1096-5.88%17,677,464-9.05%39.63%1.88%50-5.66%32-17.95%
31 Mar, 101025.15%19,436,3929.85%45.88%2.51%53-10.17%3950.00%
31 Dec, 09978.99%17,694,343-3.07%42.76%2.25%5911.32%26-3.70%
30 Sep, 0989-3.26%18,254,9624.81%43.62%2.47%53-19.70%2742.11%
30 Jun, 099215.00%17,417,76110.20%42.02%2.69%6629.41%19-17.39%
31 Mar, 0980-11.11%15,806,012-21.45%39.49%1.42%51-16.39%2315.00%
31 Dec, 0890-13.46%20,122,4539.11%52.66%2.42%618.93%20-39.39%
30 Sep, 0810410.64%18,443,07029.72%46.67%3.57%56-11.11%3357.14%
30 Jun, 08949.30%14,218,088-6.81%36.18%1.85%6334.04%21-27.59%
31 Mar, 0886-8.51%15,256,755-0.32%44.26%1.64%47-17.54%297.41%
31 Dec, 079418.99%15,305,8525.39%51.95%2.20%5721.28%2717.39%
30 Sep, 0779-8.14%14,522,696-5.90%48.64%1.82%47-4.08%23-14.81%
30 Jun, 07868.86%15,432,55011.14%51.71%2.37%498.89%273.85%
31 Mar, 0779-9.20%13,886,101-4.86%46.76%2.15%45-15.09%2613.04%
31 Dec, 068724.29%14,595,2929.57%46.65%2.43%5326.19%2335.29%
30 Sep, 06704.48%13,320,480-69.02%43.86%0.23%4213.51%17-10.53%
30 Jun, 0667-4.29%43,002,116211.27%137.72%8.19%37-9.76%19-9.52%
31 Mar, 067022.81%13,815,18710.89%41.02%3.00%4128.13%2116.67%
31 Dec, 05571.79%12,457,96728.35%36.99%4.52%32-18-5.26%
30 Sep, 0556-12.50%9,705,9412.49%28.61%3.60%32-15.79%1911.76%
30 Jun, 056414.29%9,469,9010.81%28.19%3.55%3811.76%176.25%
31 Mar, 055614.29%9,393,54484.26%28.20%9.76%349.68%1614.29%
31 Dec, 044919.51%5,098,000-18.67%17.00%3.73%3114.81%1427.27%
30 Sep, 04417.89%6,268,210-0.61%21.35%4.51%278.00%11-8.33%
30 Jun, 0438-17.39%6,306,3854.45%21.75%5.48%25-44.44%121100.00%
31 Mar, 044615.00%6,037,571105.45%19.92%23.42%4595.65%1-92.86%
31 Dec, 0340-2,938,712-18.69%9.22%7.16%23-14.81%1440.00%
30 Sep, 034025.00%3,614,321-2.22%11.35%8.28%2722.73%1042.86%
30 Jun, 033223.08%3,696,4124.14%11.71%9.57%2215.79%740.00%
31 Mar, 03268.33%3,549,575-26.71%11.06%5.14%195.56%5-
31 Dec, 022414.29%4,843,24750.07%14.66%15.20%1812.50%5-
30 Sep, 0221-16.00%3,227,3624.25%9.82%11.36%16-11.11%5-
30 Jun, 02258.70%3,095,73225.74%9.30%17.05%1812.50%5-28.57%
31 Mar, 02239.52%2,462,0464.20%7.39%14.58%16-7133.33%
31 Dec, 012116.67%2,362,841-16.42%7.12%9.86%1645.45%3-50.00%
30 Sep, 0118-14.29%2,826,97915.30%8.50%15.55%11-31.25%6100.00%
30 Jun, 0121-2,451,76615.17%7.39%17.87%1677.78%3-75.00%
31 Mar, 012110.53%2,128,876-8.91%6.43%12.90%9-1250.00%
31 Dec, 0019-9.52%2,337,081-34.30%7.06%6.16%9-18.18%8-
30 Sep, 0021-3,557,23415.15%10.71%12.43%11-31.25%860.00%
30 Jun, 002161.54%3,089,20935.69%9.28%20.80%16100.00%525.00%
31 Mar, 001344.44%2,276,68732.76%6.68%25.14%833.33%4100.00%
31 Dec, 99912.50%1,714,905-26.68%5.15%10.43%6-2100.00%
30 Sep, 998-11.11%2,339,0326.37%7.03%26.61%6-1-50.00%
30 Jun, 999-2,198,96917.06%5.14%26.66%6-33.33%2-
31 Mar, 999-1,878,507-4.39%-9---

Affiliated Managers Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 05, 2024Padiyar Kavitaofficer General Counsel & Corp. Sec.Sell---15,249
Apr 05, 2024Padiyar Kavitaofficer General Counsel & Corp. Sec.Sell74,085$73.81$5.47M-
Apr 05, 2024Padiyar Kavitaofficer General Counsel & Corp. Sec.Sell5,901---
Mar 28, 2024Churchill Dwight D.director-F-InKindSell4,702$167.47$787.44K24,403
Mar 28, 2024Churchill Dwight D.director-M-ExemptSell1,679$69.63$116.91K560
Mar 28, 2024Churchill Dwight D.director-M-ExemptSell1,787$110.02$196.61K-
Mar 28, 2024Churchill Dwight D.director-M-ExemptSell2,661$86.78$230.92K-
Mar 28, 2024Churchill Dwight D.director-M-ExemptSell2,958$82.07$242.76K-
Mar 07, 2024Horgen Jay C.director, officer President and CEOF-InKindSell14,281$158.58$2.26M319,004
Mar 07, 2024Horgen Jay C.director, officer President and CEOM-ExemptSell12,767--27,918

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 05, 2024Ritchea Davaofficer-Buy----
Apr 05, 2024Padiyar Kavitaofficer General Counsel & Corp. Sec.Sell---15,249
Apr 05, 2024Padiyar Kavitaofficer General Counsel & Corp. Sec.Sell74,085$73.81$5.47M-
Apr 05, 2024Padiyar Kavitaofficer General Counsel & Corp. Sec.Sell5,901---
Mar 28, 2024Churchill Dwight D.director-M-ExemptBuy1,679$69.63$116.91K29,105
Mar 28, 2024Churchill Dwight D.director-M-ExemptBuy2,958$82.07$242.76K27,426
Mar 28, 2024Churchill Dwight D.director-M-ExemptBuy2,661$86.78$230.92K24,468
Mar 28, 2024Churchill Dwight D.director-F-InKindSell4,702$167.47$787.44K24,403
Mar 28, 2024Churchill Dwight D.director-M-ExemptBuy1,787$110.02$196.61K21,807
Mar 28, 2024Churchill Dwight D.director-M-ExemptSell1,679$69.63$116.91K560
Mar 28, 2024Churchill Dwight D.director-M-ExemptSell1,787$110.02$196.61K-
Mar 28, 2024Churchill Dwight D.director-M-ExemptSell2,661$86.78$230.92K-
Mar 28, 2024Churchill Dwight D.director-M-ExemptSell2,958$82.07$242.76K-
Mar 07, 2024Horgen Jay C.director, officer President and CEOA-AwardBuy600,000$74.49$44.69M600,000
Mar 07, 2024Horgen Jay C.director, officer President and CEOA-AwardBuy22,611--333,285
Mar 07, 2024Horgen Jay C.director, officer President and CEOF-InKindSell14,281$158.58$2.26M319,004
Mar 07, 2024Horgen Jay C.director, officer President and CEOM-ExemptBuy12,767--310,674
Mar 07, 2024Horgen Jay C.director, officer President and CEOM-ExemptSell12,767--27,918
Mar 07, 2024Horgen Jay C.director, officer President and CEOA-AwardBuy15,702--15,702
Mar 07, 2024Jamal Rizwan Mofficer Head of Affiliate InvestmentsA-AwardBuy428,807$74.49$31.94M428,807

The last insider sell of Affiliated Managers Group's stock was made by Padiyar Kavita on Apr 05 2024, selling - shares at - per share (valued at -).

Affiliated Managers Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2025-1-
Q2 2024-2-
Q1 20244331138.71%
Q4 202321200.00%
Q3 20232016125.00%
Q2 20231250.00%
Q1 20234230140.00%
Q4 20221250.00%
Q3 20222218122.22%
Q1 2022252986.21%
Q4 20211250.00%
Q3 20211610160.00%
Q1 2021146233.33%
Q4 20204--
Q3 202013--
Q2 20201--
Q1 2020218262.50%
Q4 20191250.00%
Q3 2019142700.00%
Q2 2019-1-

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Affiliated Managers Group's insiders, as of Q1 2025.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2025---
Q2 2024---
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023---
Q1 20231--
Q4 2022---
Q3 2022---
Q1 20221--
Q4 2021---
Q3 20211--
Q1 2021---
Q4 2020---
Q3 20203--
Q2 20201--
Q1 20205--
Q4 2019-1-
Q3 201911100.00%
Q2 2019---

As of Q1 2025, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Affiliated Managers Group's stocks.

Affiliated Managers Group Peer Ownership


TickerCompany
AMKAssetMark Financial Holdings, Inc.
BBUCBrookfield Business Corporation
AVTAAvantax, Inc.
BSIGBrightSphere Investment Group Inc.

AMG Ownership FAQ


Affiliated Managers Group is owned by institutional shareholders (44.83%), insiders (2.01%), and public (53.16%). The largest institutional shareholder of Affiliated Managers Group is VANGUARD GROUP INC (10.24% of total shares) and the top mutual fund owner is Manager Directed Portfolios (1.16% of total shares).

Affiliated Managers Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., MORGAN STANLEY, CLARKSTON CAPITAL PARTNERS, LLC, and FMR LLC. The top five shareholders own together 36.