13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Investment AdviceInflation hedgeYield
AMG

AFFILIATED MANAGERS GROUP IN

569 institutions still hold AFFILIATED MANAGERS GROUP IN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 008252108·Investment Advice·569 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.4%
vs prior quarter
13F value held
$4.4B
54.0% inst. owned
of float
Holders
569
+15 QoQ
filers reporting
Activity
+11 / −89
+796 added · −746 reduced
this quarter
Concentration
18.11%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

569 institutions reported AMG in Q1 2026. BlackRock, Inc. leads at 18.1% of the visible book. +15 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$793M2.9M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$479M1.7M0.03%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$376M1.4M0.02%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$325M1.2M0.01%Q1 202605
ARIEL INVESTMENTS, LLC
CIK 0000936753
$294M1.1M3.30%Q1 202606
Boston Partners
CIK 0001386060
$269M971K0.28%Q1 202607
STATE STREET CORP
CIK 0000093751
$256M927K0.01%Q1 202608
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$210M760K0.71%Q1 202609
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$199M718K0.04%Q1 202610
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$176M636K0.01%Q1 202611
LYRICAL ASSET MANAGEMENT LP
CIK 0001542302
$139M502K2.12%Q1 202612
Allianz Asset Management GmbH
CIK 0001535323
$135M489K0.14%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$113M410K0.01%Q1 202614
NORTHERN TRUST CORP
CIK 0000073124· Index
$97M349K0.01%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$93M321K0.01%Q4 202516
Invesco Ltd.
CIK 0000914208
$88M316K0.01%Q1 202617
Clarkston Capital Partners, LLC
CIK 0001562855
$87M314K6.62%Q1 202618
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$85M308K0.01%Q1 202619
Channing Capital Management, LLC
CIK 0001302404
$84M303K2.14%Q1 202620
Bank of New York Mellon Corp
CIK 0001390777
$83M300K0.02%Q1 2026
Page 1 of 29
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