Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AMG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.9M | $793.5M | +2.5% | 10.747% | 0.01% |
| 2 | MORGAN STANLEY | 1.7M | $479.4M | +1.6% | 6.492% | 0.03% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $376.3M | — | 5.096% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $325.1M | — | 4.402% | 0.01% |
| 5 | ARIEL INVESTMENTS, LLC | 1.1M | $294.4M | -10.0% | 3.987% | 3.30% |
| 6 | Boston Partners | 971K | $268.7M | -14.6% | 3.640% | 0.28% |
| 7 | STATE STREET CORP | 927K | $256.4M | -0.3% | 3.473% | 0.01% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 760K | $210.4M | +10.9% | 2.849% | 0.71% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 718K | $198.7M | +2.7% | 2.692% | 0.04% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 636K | $176.0M | +15.3% | 2.383% | 0.01% |
| 11 | LYRICAL ASSET MANAGEMENT LP | 502K | $138.9M | -9.0% | 1.882% | 2.12% |
| 12 | Allianz Asset Management GmbH | 489K | $135.2M | +14.5% | 1.832% | 0.14% |
| 13 | BANK OF AMERICA CORP /DE/ | 410K | $113.3M | +75.5% | 1.535% | 0.01% |
| 14 | NORTHERN TRUST CORP | 349K | $96.5M | +7.1% | 1.307% | 0.01% |
| 15 | Invesco Ltd. | 316K | $87.6M | +227.2% | 1.186% | 0.01% |
| 16 | Clarkston Capital Partners, LLC | 314K | $86.8M | -65.3% | 1.176% | 6.62% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 308K | $85.2M | +0.8% | 1.154% | 0.01% |
| 18 | Channing Capital Management, LLC | 303K | $83.7M | +4.1% | 1.134% | 2.14% |
| 19 | Bank of New York Mellon Corp | 300K | $83.1M | +21.5% | 1.125% | 0.02% |
| 20 | CITADEL ADVISORS LLC | 262K | $72.6M | -18.3% | 0.983% | 0.03% |
| 21 | Fisher Asset Management, LLC | 253K | $70.1M | +3.9% | 0.949% | 0.02% |
| 22 | BRUNI J V & CO /CO | 250K | $69.1M | -0.9% | 0.936% | 7.22% |
| 23 | RAYMOND JAMES FINANCIAL INC | 231K | $63.6M | -2.3% | 0.867% | 0.02% |
| 24 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 221K | $61.1M | +108.2% | 0.828% | 0.10% |
| 25 | ALLIANCEBERNSTEIN L.P. | 206K | $59.4M | +137.9% | 0.772% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AMG — a direct measure of their conviction.
Filings activity in AMG during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 536 | +6.8% | 68.21% | 7.85 pp | $6.45B | 10% |
| Q4 2025 | 502 | +14% | 76.06% | +12.17 pp | $7.20B | +19% |
| Q3 2025 | 440 | +3.5% | 63.89% | +10.89 pp | $6.05B | +21% |
| Q2 2025 | 425 | +9.0% | 53.00% | +7.41 pp | $5.02B | +16% |
| Q1 2025 | 390 | 3.0% | 45.59% | 5.81 pp | $4.31B | 11% |
| Q4 2024 | 402 | 2.9% | 51.40% | +2.34 pp | $4.86B | +4.8% |
| Q3 2024 | 414 | +2.2% | 49.06% | 58.09 pp | $4.64B | 54% |
| Q2 2024 | 405 | — | 107.15% | — | $10.14B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AMG stock.
Based on Q1 2026 13F filings, institutional ownership of Affiliated Managers Group, Inc. stands at 68.2%, held across 536 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AMG, with approximately 2,867,665 shares worth $0.79B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AMG, including CITADEL ADVISORS LLC, Fisher Asset Management, LLC.
Our composite Smart Money Score for AMG is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
94 institutions opened new positions in AMG during Q1 2026, while 60 fully exited. 160 added to existing positions and 279 trimmed.
AMG institutional ownership fell by 7.85 percentage points quarter-over-quarter, with a net change of +34 holders.
The top 10 institutions account for 52.3% of all reported 13F value in AMG, and the top 25 account for 72.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Affiliated Managers Group, Inc. (AMG) Institutional Ownership