$AMG

$392.59 +$1.62 (0.41%) Live

$AMG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 25.9M shares outstanding

Who owns AMG?

By type of holder

Institutions 97.4% Insiders 2.6% Everyone else 0.0%

Concentration Top 10 holders own 47.2%

BlackRock, Inc. 10.7% · Morgan Stanley 5.8%

Institutional ownership

97.4%

+1.4 pts vs last qtr

Institutional holders

564

+15 vs last qtr

Net shares bought

+347.0K

by institutions in Q2 2026

New / sold out

78 / 63

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Millennium Management LLC +869.7K
Norges Bank NEW +361.5K

Biggest sellers in Q2 2026

Morgan Stanley −245.3K
Artisan Partners Limited Partnership SOLD OUT −173.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$23.3M

7 notices from 6 people

Shares covered

79.3K

0.31% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Wojcik Thomas M Officer $13.1M
Jay Horgen Officer $5.92M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−42.1%

−5.89% a year

Each share's claim on the business

+72.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$4.64B vs $674M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years76% 3–5 years3% 1–3 years14% Under 1 year8%

Quarterly turnover

10.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AMG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.8M	10.72%	−94.9K (−3.3%)	≤2021	0.0%
Shares held by quarter Peak holding3.0M (Q4'24) Change over 8 quarters−144.0K Share of the company10.720% BlackRock, Inc.'s full portfolio →
MS Morgan Stanley	1.5M	5.75%	−245.3K (−14.2%)	≤2021	0.0%
Shares held by quarter Peak holding2.4M (Q3'24) Change over 8 quarters−880.3K Share of the company5.750% Morgan Stanley's full portfolio →

BlackRock, Inc.

2.8M

% of company

10.72%

Change vs last qtr

−94.9K (−3.3%)

Held since

≤2021

Morgan Stanley

1.5M

% of company

5.75%

Change vs last qtr

−245.3K (−14.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Affiliated Managers Group, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AMG on Form N-PORT; together they hold 44.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$306M	903.9K	3.50%	0.25%	June 30, 2026
FB Fullerthaler Behavioral Small Cap Equity Capitol Series Trust	$276M	815.8K	3.15%	2.18%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$306M

% of company

3.50%

% of the fund

0.25%

As of

June 30, 2026

Fullerthaler Behavioral Small Cap Equity

Capitol Series Trust

Position value

$276M

% of company

3.15%

% of the fund

2.18%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Affiliated Managers Group, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HJ Horgen Jay C. Insider	788.8K	3.05%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.050% Horgen Jay C.'s insider activity →
WT Wojcik Thomas M Insider	159.5K	0.62%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.620% Wojcik Thomas M's insider activity →

Horgen Jay C.

Insider

788.8K

% of company

3.05%

Change vs last qtr

—

Held since

—

Wojcik Thomas M

Insider

159.5K

% of company

0.62%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Affiliated Managers Group, Inc..

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