AFFILIATED MANAGERS GROUP IN AMG
COM · Common Stock · CUSIP 008252108 · ISIN US0082521081
Global investment management company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($23.9m this quarter). Holder counts are more reliable. Shares outstanding: 26.4m as of 2026-05-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $276.73. Options: 4 managers hold calls ($10.5m notional), 7 hold puts ($14.2m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 331 |
| Q4 2022 | 368 |
| Q1 2023 | 389 |
| Q2 2023 | 382 |
| Q3 2023 | 362 |
| Q4 2023 | 388 |
| Q1 2024 | 405 |
| Q2 2024 | 408 |
| Q3 2024 | 423 |
| Q4 2024 | 409 |
| Q1 2025 | 397 |
| Q2 2025 | 434 |
| Q3 2025 | 450 |
| Q4 2025 | 509 |
| Q1 2026 | 547 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 183 | 206 |
| Q3 2024 | 202 | 186 |
| Q4 2024 | 156 | 224 |
| Q1 2025 | 147 | 216 |
| Q2 2025 | 190 | 221 |
| Q3 2025 | 200 | 197 |
| Q4 2025 | 222 | 201 |
| Q1 2026 | 297 | 185 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $6.5m | $2.2m | 0.34 |
| Q3 2025 | $4.1m | $3.1m | 0.76 |
| Q4 2025 | $19.3m | $2.7m | 0.14 |
| Q1 2026 | $10.5m | $14.2m | 1.35 |
Biggest buyers
| Invesco Ltd. | Added | +219.8k |
| JANE STREET GROUP, LLC | Added | +212.4k |
| BANK OF AMERICA CORP /DE/ | Added | +176.2k |
| Woodline Partners LP | New | +145.9k |
| ALLIANCEBERNSTEIN L.P. | Added | +119.5k |
| Qube Research & Technologies Ltd | Added | +115.0k |
| Caisse de depot et placement du Quebec | Added | +114.8k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +90.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +84.6k |
| LORD, ABBETT & CO. LLC | Added | +77.3k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -790.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -611.0k |
| Clarkston Capital Partners, LLC | Reduced | -590.4k |
| Balyasny Asset Management L.P. | Sold out | -231.7k |
| Holocene Advisors, LP | Sold out | -184.0k |
| UBS Group AG | Reduced | -166.3k |
| Boston Partners | Reduced | -165.5k |
| Alyeska Investment Group, L.P. | Sold out | -145.5k |
| ARIEL INVESTMENTS, LLC | Reduced | -118.2k |
| Concentric Capital Strategies, LP | Reduced | -89.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.1m21.9k shares |
| CITADEL ADVISORS LLC | Added | $2.6m9.3k shares |
| JANE STREET GROUP, LLC | New | $1.2m4.3k shares |
| Squarepoint Ops LLC | New | $691.8k2.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.6m31.0k shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | New | $2.2m80 shares |
| CITADEL ADVISORS LLC | New | $1.6m5.7k shares |
| JANE STREET GROUP, LLC | New | $1.1m3.9k shares |
| SIMPLEX TRADING, LLC | New | $332.0k1.2k shares |
| Walleye Trading LLC | Added | $276.7k1.0k shares |
| Walleye Capital LLC | Added | $166.0k600 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.1% |
Fell to 5% or below in the last year: MORGAN STANLEY (5.5%, 2026-08-12), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Clarkston Capital Partners, LLC (3.2%, 2026-02-13)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 3 | $5.4m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $3.7m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $2.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-09 | Padiyar Kavita General Counsel & Corp. Sec. | Sold | $612.1k2.2k shares |
| 2026-03-06 | Wojcik Thomas M President and COO | Sold | $2.3m8.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 2.9m $793.5m | Added +68.5k |
| MORGAN STANLEY 0.03% of their portfolio | 1.7m $479.4m | Added +26.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 1.4m $376.3m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.2m $325.1m | First filing |
| ARIEL INVESTMENTS, LLC 3.30% of their portfolio | 1.1m $294.4m | Reduced -118.2k |
| Boston Partners 0.28% of their portfolio | 971.2k $268.7m | Reduced -165.5k |
| STATE STREET CORP 0.01% of their portfolio | 926.7k $256.4m | Reduced -2.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.71% of their portfolio | 760.2k $210.4m | Reduced -611.0k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 718.3k $198.7m | Added +18.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 635.8k $176.0m | Added +84.6k |
| LYRICAL ASSET MANAGEMENT LP 2.12% of their portfolio | 502.1k $138.9m | Reduced -49.5k |
| Allianz Asset Management GmbH 0.16% of their portfolio | 488.7k $135.2m | Added +62.1k |
| LSV ASSET MANAGEMENT 0.28% of their portfolio | 476.8k $131.9m | Added +3.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 409.6k $113.3m | Added +176.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 348.9k $96.5m | Added +23.2k |
| Invesco Ltd. 0.01% of their portfolio | 316.5k $87.6m | Added +219.8k |
| Clarkston Capital Partners, LLC 6.62% of their portfolio | 313.7k $86.8m | Reduced -590.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 308.0k $85.2m | Added +2.4k |
| Channing Capital Management, LLC 2.14% of their portfolio | 302.7k $83.7m | Added +12.0k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 300.3k $83.1m | Added +53.1k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 253.3k $70.1m | Added +9.4k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 252.5k $69.9m | Added +212.4k |
| BRUNI J V & CO /CO 7.22% of their portfolio | 249.8k $69.1m | Reduced -2.4k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 247.2k $68.4m | Reduced -72.2k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 231.5k $63.6m | Reduced -5.4k |
| Caisse de depot et placement du Quebec 0.10% of their portfolio | 220.9k $61.1m | Added +114.8k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 206.1k $59.4m | Added +119.5k |
| Kiltearn Partners LLP 14.53% of their portfolio | 195.1k $54.0m | Reduced -41.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 185.4k $51.3m | Added +23.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 183.6k $50.8m | Reduced -58.7k |
| FMR LLC 0.00% of their portfolio | 180.0k $49.8m | Reduced -1.9k |
| Artisan Partners Limited Partnership 0.08% of their portfolio | 173.6k $48.0m | Added +43.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 172.3k $47.7m | First filing |
| LORD, ABBETT & CO. LLC 0.14% of their portfolio | 154.7k $42.8m | Added +77.3k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 154.2k $42.7m | Added +115.0k |
| Woodline Partners LP 0.15% of their portfolio | 145.9k $40.4m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 140.5k $37.9m | Added +6.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 130.8k $36.2m | Added +67.7k |
| UBS Group AG 0.01% of their portfolio | 129.1k $35.7m | Reduced -166.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 119.6k $33.1m | Added +56.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 109.8k $30.4m | Added +90.7k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 107.7k $29.8m | Added +5.4k |
| Treasurer of the State of North Carolina 0.09% of their portfolio | 103.5k $28.6m | Added +9.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 103.5k $28.6m | Added +2.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 101.7k $28.1m | Reduced -21.2k |
| Quantinno Capital Management LP 0.04% of their portfolio | 95.1k $26.3m | Added +28.0k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 92.3k $25.5m | Added +39.6k |
| Arbejdsmarkedets Tillaegspension 0.63% of their portfolio | 91.9k $25.4m | Added +6.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 91.6k $25.4m | Reduced -2.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 91.4k $25.3m | Reduced -140 |
| Man Group plc 0.05% of their portfolio | 90.5k $25.1m | Added +6.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 90.2k $25.0m | Added +4.2k |
| Polar Capital Holdings Plc 0.11% of their portfolio | 87.3k $24.1m | Reduced -20.0k |
| Retirement Systems of Alabama 0.08% of their portfolio | 86.2k $23.9m | Added +726 |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 85.9k $23.8m | Added +11.7k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 76.7k $21.2m | Added +349 |
| Empowered Funds, LLC 0.13% of their portfolio | 75.6k $20.9m | New |
| NORTH STAR ASSET MANAGEMENT INC 0.84% of their portfolio | 70.2k $19.4m | Reduced -7.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 69.9k $19.3m | Added +2.6k |
| Schonfeld Strategic Advisors LLC 0.15% of their portfolio | 66.3k $18.3m | Added +37.5k |
| Nuveen, LLC 0.00% of their portfolio | 65.3k $18.1m | Added +895 |
| Wallace Capital Management Inc. 2.00% of their portfolio | 62.9k $17.4m | Reduced -2.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 62.8k $17.4m | Added +2.3k |
| Prana Capital Management, LP 0.52% of their portfolio | 61.5k $17.0m | Added +46.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 61.1k $16.9m | Added +18.0k |
| Freestone Grove Partners LP 0.12% of their portfolio | 57.8k $16.0m | Reduced -15.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 56.2k $15.6m | Reduced -45.8k |
| Swiss National Bank 0.01% of their portfolio | 55.6k $15.4m | Reduced -500 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 51.9k $14.4m | Added +582 |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 50.6k $14.0m | Added +34.3k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 49.3k $13.6m | Added +14.4k |
| STOREBRAND ASSET MANAGEMENT AS 0.04% of their portfolio | 48.3k $13.4m | Added +10.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 45.4k $12.6m | Added +986 |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 44.3k $12.3m | New |
| Legal & General Group Plc 0.00% of their portfolio | 40.8k $11.3m | Reduced -3.4k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 39.4k $10.9m | Reduced -17 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 39.3k $10.9m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 38.8k $10.7m | Reduced -7.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 38.0k $10.4m | Reduced -1.8k |
| Calamos Advisors LLC 0.04% of their portfolio | 35.4k $9.8m | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt 0.38% of their portfolio | 35.0k $9.7m | Added +3.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 34.8k $9.6m | Reduced -920 |
| BW Gestao de Investimentos Ltda. 0.41% of their portfolio | 33.0k $9.1m | Reduced -9.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 32.9k $9.1m | Added +6.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 32.8k $9.1m | Reduced -13.5k |
| ZACKS INVESTMENT MANAGEMENT 0.07% of their portfolio | 32.7k $9.1m | Added +1.3k |
| Goodman Financial Corp 1.55% of their portfolio | 32.5k $9.0m | Reduced -35.0k |
| Corient Private Wealth LP 0.01% of their portfolio | 32.1k $8.9m | Reduced -19.0k |
| Oak Thistle LLC 0.86% of their portfolio | 31.8k $8.8m | Added +23.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 31.2k $8.6m | Reduced -24.0k |
| NICOLA WEALTH MANAGEMENT LTD. 0.96% of their portfolio | 29.0k $8.0m | Unchanged |
| ASSETMARK, INC 0.02% of their portfolio | 27.5k $7.6m | Reduced -628 |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 26.4k $7.3m | Added +1.6k |
| REINHART PARTNERS, LLC. 0.21% of their portfolio | 26.3k $7.3m | Reduced -2.0k |
| Susquehanna Portfolio Strategies, LLC 0.11% of their portfolio | 26.1k $7.2m | Unchanged |
| Y-Intercept (Hong Kong) Ltd 0.14% of their portfolio | 25.9k $7.2m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 25.2k $7.0m | Added +19.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 24.9k $6.9m | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 24.4k $6.7m | First filing |
| NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 24.3k $6.7m | Added +4.6k |