Ranked by reported Q2 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. | 2.8M | $938.3M | -3.3% | 10.498% | 0.01% |
| 2 | MORGAN STANLEY | 1.5M | $503.3M | -14.2% | 5.631% | 0.03% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $471.0M | +2.4% | 5.270% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $389.5M | -2.0% | 4.358% | 0.01% |
| 5 | Boston Partners | 1.0M | $339.1M | +3.2% | 3.794% | 0.30% |
| 6 | ARIEL INVESTMENTS, LLC | 1000K | $338.3M | -6.0% | 3.785% | 3.37% |
| 7 | STATE STREET CORP | 883K | $298.9M | -4.7% | 3.344% | 0.00% |
| 8 | MILLENNIUM MANAGEMENT LLC | 875K | $296.1M | +16202.5% | 3.313% | 0.11% |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 858K | $290.3M | +12.8% | 3.248% | 0.79% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 670K | $226.8M | -6.7% | 2.538% | 0.04% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 591K | $200.0M | -7.1% | 2.237% | 0.01% |
| 12 | LYRICAL ASSET MANAGEMENT LP | 473K | $160.0M | -5.8% | 1.790% | 2.03% |
| 13 | Allianz Asset Management GmbH | 454K | $153.6M | -7.1% | 1.719% | 0.07% |
| 14 | BANK OF AMERICA CORP /DE/ | 432K | $146.3M | +5.6% | 1.637% | 0.01% |
| 15 | Invesco Ltd. | 381K | $128.8M | +20.3% | 1.441% | 0.01% |
| 16 | JANE STREET GROUP, LLC | 366K | $123.8M | +40.4% | 1.385% | 0.01% |
| 17 | NORGES BANK | 361K | $122.3M | — | 1.369% | 0.01% |
| 18 | NORTHERN TRUST CORP | 323K | $109.2M | -7.5% | 1.222% | 0.01% |
| 19 | Channing Capital Management, LLC | 303K | $102.4M | -0.1% | 1.145% | 2.36% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 288K | $97.4M | -6.6% | 1.090% | 0.01% |
| 21 | Bank of New York Mellon Corp | 282K | $95.4M | -6.1% | 1.068% | 0.02% |
| 22 | Qube Research & Technologies Ltd | 269K | $90.9M | +74.2% | 1.018% | 0.08% |
| 23 | GOLDMAN SACHS GROUP INC | 258K | $87.4M | +39.4% | 0.978% | 0.01% |
| 24 | Fisher Asset Management, LLC | 246K | $83.4M | -2.7% | 0.933% | 0.02% |
| 25 | RAYMOND JAMES FINANCIAL INC | 239K | $81.0M | +3.4% | 0.906% | 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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 567 | +3.7% | 96.03% | +1.76 pp | $8.15B | +24% |
| Q1 2026 | 547 | +8.5% | 94.27% | 5.06 pp | $6.57B | 8.9% |
| Q4 2025 | 504 | +14% | 99.33% | 1.52 pp | $7.21B | +19% |
| Q3 2025 | 442 | +4.0% | 100.85% | 0.61 pp | $6.05B | +21% |
| Q2 2025 | 425 | +9.0% | 101.46% | 1.01 pp | $5.02B | +16% |
| Q1 2025 | 390 | 3.0% | 102.47% | 3.30 pp | $4.31B | 11% |
| Q4 2024 | 402 | 2.9% | 105.77% | +0.07 pp | $4.86B | +4.8% |
| Q3 2024 | 414 | — | 105.70% | — | $4.64B | — |
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 Q2 2026 13F filings, institutional ownership of Affiliated Managers Group, Inc. stands at 96.0%, held across 567 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AMG, with approximately 2,772,736 shares worth $0.94B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of AMG, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC, Fisher Asset Management, LLC.
Our composite Smart Money Score for AMG is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
70 institutions opened new positions in AMG during Q2 2026, while 54 fully exited. 400 added to existing positions and 80 trimmed.
AMG institutional ownership rose by 1.76 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 50.2% of all reported 13F value in AMG, and the top 25 account for 72.0%.
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