AI Holders Summary · Q2 2026

593 institutions reported AMG in Q2 2026. BlackRock, Inc. leads at 17.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$938M2.8M0.01%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$503M1.5M0.03%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$471M1.4M0.02%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$390M1.2M0.01%Q2 2026 05

Boston Partners

CIK 0001386060

$339M1.0M0.30%Q2 2026 06

ARIEL INVESTMENTS, LLC

CIK 0000936753

$338M1000K3.37%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$299M883K0.01%Q2 2026 08

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$296M875K0.11%Q2 2026 09

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$290M858K0.79%Q2 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$227M670K0.04%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$200M591K0.01%Q2 2026 12

LYRICAL ASSET MANAGEMENT LP

CIK 0001542302

$160M473K2.03%Q2 2026 13

Allianz Asset Management GmbH

CIK 0001535323

$154M454K0.12%Q2 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$146M432K0.01%Q2 2026 15

LSV ASSET MANAGEMENT

CIK 0001050470

$132M477K0.28%Q1 2026 16

Invesco Ltd.

CIK 0000914208

$129M381K0.01%Q2 2026 17

NORGES BANK

CIK 0001374170· Sovereign

$122M361K0.01%Q2 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$109M323K0.01%Q2 2026 19

Channing Capital Management, LLC

CIK 0001302404

$102M303K2.36%Q2 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$97M288K0.01%Q2 2026

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