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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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AMG

AMG Institutional Ownership & 13F Filings

Affiliated Managers Group

-$223.4M

Net Activity

Institutions Holding

545

Popularity Rank

#1003

Avg Weight

0.14%

Total Value

$6.9B

Data as ofMar 2026

Ownership Trend

545 institutions currently hold AMG, with 298 net buyers and 184 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

184

Net Buying Institutions

298

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$793.5M
MS
Morgan Stanley
$479.4M
VP
Vanguard Portfolio Management LLC
$376.3M
VC
Vanguard Capital Management LLC
$325.1M
AI
Ariel Investments, LLC
$294.4M

Top 5 by Conviction

KP
Kiltearn Partners LLP
14.53%
BJ
Bruni J V & Co /co
7.22%
CC
Clarkston Capital Partners, LLC
6.62%
AI
Ariel Investments, LLC
3.30%
CC
Channing Capital Management, LLC
2.14%
View all 545 holding institutions

Across its top 20 institutional holders, AMG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 23/100).

Notable Holders

AMG ranks #1003 out of 31985 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AMG is a top-conviction position for Kiltearn Partners LLP — at 14.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AMG belongs to BlackRock, Inc., but the position matters far more to Kiltearn Partners LLP, who has 14.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cookson Peirce & Co INC has added to its AMG position for two straight quarters, increasing it by $1.2M to reach $1.6M today.

Oliver Luxxe Assets LLC has trimmed its AMG position for two straight quarters, cutting it by $1.8M while still holding $3.5M.

Quarterly Activity

Recent Activity

+$4.2B

Total Buy Value

$3.1B

Total Sell Value

New buy79
Trim136
Add219
Sold out48

298

Net Buyers

184

Net Sellers

Top Movers

AMG

Q1 2026

Top 5 Institutional Movers

1

Millennium Management

-$228.0M

Trim
2

Clarkston Capital Partners

-$173.8M

Trim
3

Norges Bank

-$113.7M

Sold out
4

Balyasny Asset Management L.P

-$66.8M

Sold out
5

Jane Street Group

+$60.6M

Add
Data by AlphaSMO • Not financial advice.

Smart Money Convergence

AMG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/AMG

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

008252108, 8252108

FAQ

Who are the top institutional investors holding AFFILIATED MANAGERS GROUP (AMG)?
Major stakeholders currently include BlackRock, Inc. ($793.5M), Morgan Stanley ($479.4M), Vanguard Portfolio Management LLC ($376.3M). Based on the latest 13F filings, there are a total of 545 tracked investment funds and institutions maintaining positions in AMG.
What is the overall institutional sentiment toward AMG recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $223.4M, driven by 298 managers accumulating shares while 184 reduced their exposure.
Which institutions have been selling or reducing their AMG positions?
In the latest period, 136 funds trimmed their holdings, and 48 managers completely exited their positions. The aggregate reported sell value was $3.1B.
Are there any notable investors adding AMG to their portfolios?
Yes, buying activity remains notable. 79 institutions opened new positions in {ticker}, and 219 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.2B.

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Developer Access

Access AMG's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/AMG

CLI

npx alphasmo stocks get AMG
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