Affiliated Managers Group Ownership | Who Owns Affiliated Managers Group?
Affiliated Managers Group Ownership Summary
Affiliated Managers Group is owned by 89.54% institutional investors, 4.12% insiders, and 6.33% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.35% of AMG shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.43% of its assets in Affiliated Managers Group shares.
AMG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Affiliated Managers Group | 89.54% | 4.12% | 6.33% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Asset Management Stocks | 33.06% | 10.74% | 56.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.77M | 10.35% | $938.29M |
| Blackrock | 3.08M | 9.39% | $480.97M |
| Vanguard group | 2.68M | 9.35% | $773.62M |
| Morgan stanley | 1.49M | 5.55% | $503.28M |
| Vanguard capital management | 1.15M | 4.30% | $389.53M |
| Ariel investments | 1.06M | 3.84% | $294.42M |
| Boston partners | 1.00M | 3.74% | $339.15M |
| State street | 883.32K | 3.30% | $298.92M |
| Fuller & thaler asset management | 857.76K | 3.20% | $290.26M |
| Dimensional fund advisors lp | 670.20K | 2.50% | $226.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kiltearn partners llp | 184.59K | 15.16% | $62.46M |
| Clarkston capital partners | 228.68K | 6.54% | $77.39M |
| Bruni j v & co /co | 210.09K | 6.49% | $71.10M |
| Ariel investments | 1.06M | 3.30% | $294.42M |
| Channing capital management | 302.51K | 2.36% | $102.37M |
| Lyrical asset management lp | 472.89K | 2.03% | $160.02M |
| Wallace capital management | 62.87K | 2.00% | $17.40M |
| Chase investment counsel | 25.93K | 1.85% | $8.78M |
| Capricorn fund managers | 69.05K | 1.84% | $23.36M |
| Goodman financial | 32.96K | 1.72% | $11.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 361.47K | 0.01% | 361.47K |
| Invesco | 316.49K | 0.01% | 219.77K |
| Jane street group | 252.50K | 0.01% | 212.43K |
| Woodline partners lp | 145.88K | 0.15% | 145.88K |
| Bank of america corp /de/ | 167.45K | 0.00% | 134.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 5.37K | 0.00% | -790.64K |
| Spyglass capital management | - | - | -328.75K |
| Morgan stanley | 1.49M | 0.03% | -245.29K |
| Balyasny asset management | - | - | -231.68K |
| Empirical asset management | - | - | -190.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 361.47K | 0.01% | 361.47K | $122.32M |
| Woodline partners lp | 145.88K | 0.15% | 145.88K | $40.36M |
| Capricorn fund managers | 69.05K | 1.84% | 69.05K | $23.36M |
| Peak6 | 29.55K | 0.02% | 29.55K | $10.00M |
| Wellington management group llp | 20.60K | 0.00% | 20.60K | $5.70M |
Sold Out
| Holder | Change |
|---|---|
| Harbor investment advisory | -1.00 |
| Hexagon capital partners | -1.00 |
| Stephens consulting | -1.00 |
| Tfo-tdc | -2.00 |
| Activest wealth management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 546 | 6.02% | 24,803,527 | -4.44% | 89 | 1.02% | 307 | 23.79% | 133 | -21.30% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 907.20K | 3.43% | 28.00 |
| Vanguard US Total Market Shares ETF | 896.64K | 3.12% | -99.37K |
| FullerThaler Behavioral Small-Cap Equity | 815.79K | 3.09% | 91.99K |
| FullerThaler Beh Small-Cap Equity SMA | 815.79K | 3.09% | 161.59K |
| Vanguard Morn Total Stk Mkt Idx Investor | 796.58K | 3.02% | -11.54K |
| Vanguard Total Stock Mkt Idx Inv | 796.58K | 3.02% | -11.54K |
| Eaton Vance Atlanta Capital SMID-Cap I | 785.10K | 2.97% | -123.53K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 729.60K | 2.76% | 5.80K |
| JHancock Disciplined Value Mid Cap I | 687.02K | 2.60% | 1.51K |
| Vanguard Small Cap Index | 575.55K | 2.18% | -8.11K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 08, 2026 | Horgen Jay C. | President and CEO | Sell | $5.92M |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | 3 |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
AMG Ownership FAQ
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