AFFILIATED MANAGERS GROUP, INC. (AMG) — Institutional Holders, Q2 2026

569 institutional investment managers reported a AMG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AMG stock profile

AMG in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

159

Trimmed

216

Sold out

Biggest buyers

MILLENNIUM MANAGEMENTNew · +875,116 sh+$296.1M
Qube Research & Technologies LtdAdded · +114,504 sh+$38.7M
FULLER & THALER ASSET MANAGEMENTAdded · +97,543 sh+$33.0M
GOLDMAN SACHS GROUPAdded · +72,974 sh+$24.7M
Zurich Insurance Group LtdNew · +71,322 sh+$24.1M

Biggest sellers

MORGAN STANLEYTrimmed · -245,293 sh-$83.0M
Artisan Partners Limited PartnershipSold out · -173,595 sh-$58.7M
Woodline PartnersSold out · -145,879 sh-$49.4M
BlackRockTrimmed · -94,929 sh-$32.1M
Clarkston Capital PartnersTrimmed · -85,025 sh-$28.8M

AMG 13F holders ranked 1–100 of 569

Institutional investors reporting a position in AFFILIATED MANAGERS GROUP, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 2,772,736 sh	2,772,736	$938.3M	0.01%	-3.3%
2	MORGAN STANLEY#2 · 1,487,219 sh	1,487,219	$503.3M	0.03%	-14.2%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 1,391,836 sh	1,391,836	$471.0M	0.02%	+2.4%
4	VANGUARD CAPITAL MANAGEMENT#4 · 1,151,085 sh	1,151,085	$389.5M	<0.01%	-2.0%
5	Boston Partners#5 · 1,001,967 sh	1,001,967	$339.1M	0.30%	+3.2%
6	ARIEL INVESTMENTS#6 · 999,676 sh	999,676	$338.3M	3.37%	-6.0%
7	STATE STREET#7 · 883,323 sh	883,323	$298.9M	<0.01%	-4.7%
8	MILLENNIUM MANAGEMENT#8 · 875,116 sh	875,116	$296.1M	0.11%	New
9	FULLER & THALER ASSET MANAGEMENT#9 · 857,756 sh	857,756	$290.3M	0.79%	+12.8%
10	DIMENSIONAL FUND ADVISORS#10 · 670,195 sh	670,195	$226.8M	0.04%	-6.7%
11	GEODE CAPITAL MANAGEMENT#11 · 590,757 sh	590,757	$200.0M	0.01%	-7.1%
12	LSV ASSET MANAGEMENT#12 · 533,611 sh	533,611	$180.6M	0.33%	+11.9%
13	LYRICAL ASSET MANAGEMENT#13 · 472,886 sh	472,886	$160.0M	2.03%	-5.8%
14	Allianz Asset Management GmbH#14 · 479,594 sh	479,594	$152.9M	0.14%	-1.9%
15	BANK OF AMERICA#15 · 432,420 sh	432,420	$146.3M	<0.01%	+5.6%
16	Invesco Ltd.#16 · 380,623 sh	380,623	$128.8M	0.01%	+20.3%
17	NORGES BANK#17 · 361,473 sh	361,473	$122.3M	0.01%	—
18	NORTHERN#18 · 322,670 sh	322,670	$109.2M	0.01%	-7.5%
19	JANE STREET GROUP#19 · 309,134 sh	309,134	$104.6M	<0.01%	+22.4%
20	Channing Capital Management#20 · 302,514 sh	302,514	$102.4M	2.36%	-0.1%
21	CHARLES SCHWAB INVESTMENT MANAGEMENT#21 · 287,795 sh	287,795	$97.4M	0.01%	-6.6%
22	Bank of New York Mellon#22 · 281,967 sh	281,967	$95.4M	0.02%	-6.1%
23	Qube Research & Technologies Ltd#23 · 268,737 sh	268,737	$90.9M	0.08%	+74.2%
24	GOLDMAN SACHS GROUP#24 · 258,331 sh	258,331	$87.4M	<0.01%	+39.4%
25	Fisher Asset Management#25 · 246,463 sh	246,463	$83.4M	0.02%	-2.7%
26	RAYMOND JAMES FINANCIAL#26 · 239,235 sh	239,235	$81.0M	0.02%	+3.4%
27	Clarkston Capital Partners#27 · 228,683 sh	228,683	$77.4M	6.54%	-27.1%
28	BRUNI J V#28 · 210,094 sh	210,094	$71.1M	6.49%	-15.9%
29	CITADEL ADVISORS#29 · 198,492 sh	198,492	$67.2M	<0.01%	-19.7%
30	Kiltearn Partners LLP#30 · 184,586 sh	184,586	$62.5M	15.16%	-5.4%
31	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#31 · 182,041 sh	182,041	$61.6M	0.09%	-17.6%
32	FMR#32 · 177,576 sh	177,576	$60.1M	<0.01%	-1.3%
33	UBS Group AG#33 · 175,776 sh	175,776	$59.5M	<0.01%	+36.1%
34	PRICE T ROWE ASSOCIATES#34 · 166,559 sh	166,559	$56.4M	<0.01%	-9.3%
35	VANGUARD FIDUCIARY#35 · 165,842 sh	165,842	$56.1M	0.01%	-3.7%
36	LORD, ABBETT#36 · 164,477 sh	164,477	$55.7M	0.16%	+6.3%
37	ALLIANCEBERNSTEIN L.P.#37 · 189,739 sh	189,739	$52.5M	0.02%	-7.9%
38	JPMORGAN CHASE#38 · 129,402 sh	129,402	$44.7M	<0.01%	-7.9%
39	RENAISSANCE TECHNOLOGIES#39 · 117,440 sh	117,440	$39.7M	0.05%	+7.0%
40	SEI INVESTMENTS#40 · 117,142 sh	117,142	$39.6M	0.04%	+8.8%
41	NOMURA ASSET MANAGEMENT INTERNATIONAL#41 · 116,158 sh	116,158	$39.3M	0.06%	+14.2%
42	Treasurer of the State of North Carolina#42 · 113,578 sh	113,578	$38.4M	0.10%	+9.7%
43	Quantinno Capital Management#43 · 108,737 sh	108,737	$36.8M	0.04%	+14.4%
44	LOOMIS SAYLES & L P#44 · 103,094 sh	103,094	$34.9M	0.04%	+20.0%
45	WELLS FARGO & COMPANY#45 · 93,544 sh	93,544	$31.7M	<0.01%	+3.7%
46	FIRST ADVISORS#46 · 90,253 sh	90,253	$30.5M	0.02%	+60.5%
47	NEW YORK STATE COMMON RETIREMENT FUND#47 · 89,089 sh	89,089	$30.1M	0.04%	-2.5%
48	Arbejdsmarkedets Tillaegspension#48 · 88,640 sh	88,640	$30.0M	0.65%	-3.6%
49	Polar Capital Plc#49 · 85,359 sh	85,359	$28.9M	0.07%	-2.2%
50	FRANKLIN RESOURCES#50 · 83,192 sh	83,192	$28.2M	<0.01%	-30.5%
51	Empowered Funds#51 · 81,755 sh	81,755	$27.7M	0.15%	+8.2%
52	VICTORY CAPITAL MANAGEMENT#52 · 77,188 sh	77,188	$26.1M	0.01%	-15.8%
53	Retirement Systems of Alabama#53 · 75,584 sh	75,584	$25.6M	0.08%	-12.4%
54	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#54 · 74,871 sh	74,871	$25.3M	<0.01%	-27.6%
55	RHUMBLINE ADVISERS#55 · 72,260 sh	72,260	$24.5M	0.02%	-5.8%
56	Zurich Insurance Group Ltd#56 · 71,322 sh	71,322	$24.1M	0.17%	New
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#57 · 69,073 sh	69,073	$23.4M	0.01%	-1.2%
58	Capricorn Fund Managers Ltd#58 · 69,045 sh	69,045	$23.4M	1.84%	New
59	NORTH STAR ASSET MANAGEMENT#59 · 66,968 sh	66,968	$22.7M	0.89%	-4.6%
60	PRINCIPAL FINANCIAL GROUP#60 · 59,949 sh	59,949	$20.3M	0.01%	-4.5%
61	ENVESTNET ASSET MANAGEMENT#61 · 59,150 sh	59,150	$20.0M	<0.01%	-3.2%
62	Wallace Capital Management#62 · 58,334 sh	58,334	$19.7M	2.16%	-7.2%
63	PRUDENTIAL FINANCIAL#63 · 56,760 sh	56,760	$19.2M	0.02%	+12.1%
64	VOLORIDGE INVESTMENT MANAGEMENT#64 · 54,070 sh	54,070	$18.3M	0.08%	-58.7%
65	Nuveen#65 · 52,605 sh	52,605	$17.8M	<0.01%	-19.4%
66	Engineers Gate Manager#66 · 51,861 sh	51,861	$17.5M	0.23%	+161.4%
67	Swiss National Bank#67 · 50,880 sh	50,880	$17.2M	<0.01%	-8.5%
68	STOREBRAND ASSET MANAGEMENT AS#68 · 48,257 sh	48,257	$16.3M	0.04%	0.0%
69	Moran Wealth Management#69 · 45,453 sh	45,453	$15.4M	—	+96.0%
70	LOS ANGELES CAPITAL MANAGEMENT#70 · 44,247 sh	44,247	$15.0M	0.06%	+41.7%
71	AMERIPRISE FINANCIAL#71 · 43,886 sh	43,886	$14.9M	<0.01%	+33.9%
72	Universal- Beteiligungs- und Servicegesellschaft mbH#72 · 42,853 sh	42,853	$14.5M	0.02%	-5.6%
73	D. E. Shaw#73 · 42,839 sh	42,839	$14.5M	<0.01%	+9.1%
74	STRS OHIO#74 · 42,282 sh	42,282	$14.3M	0.05%	+6375.0%
75	Zurcher Kantonalbank (Zurich Cantonalbank)#75 · 41,269 sh	41,269	$14.0M	0.03%	+315.0%
76	Robeco Institutional Asset Management B.V.#76 · 39,981 sh	39,981	$13.5M	—	-18.9%
77	DEUTSCHE BANK AG\#77 · 39,692 sh	39,692	$13.4M	<0.01%	-23.6%
78	THRIVENT FINANCIAL FOR LUTHERANS#78 · 38,897 sh	38,897	$13.2M	0.02%	-1.4%
79	Legal & General Group Plc#79 · 37,566 sh	37,566	$12.7M	<0.01%	-8.0%
80	BNP PARIBAS FINANCIAL MARKETS#80 · 37,364 sh	37,364	$12.6M	<0.01%	+1049.3%
81	NORDEA INVESTMENT MANAGEMENT AB#81 · 35,681 sh	35,681	$12.3M	0.01%	-6.1%
82	Calamos Advisors#82 · 35,430 sh	35,430	$12.0M	0.04%	0.0%
83	Livforsakringsbolaget Skandia, Omsesidigt#83 · 34,950 sh	34,950	$11.8M	—	0.0%
84	BASSWOOD CAPITAL MANAGEMENT, L.L.C.#84 · 34,501 sh	34,501	$11.7M	0.46%	+180.4%
85	Goodman Financial#85 · 32,962 sh	32,962	$11.2M	1.72%	+1.4%
86	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#86 · 32,841 sh	32,841	$11.1M	—	-5.7%
87	ZACKS INVESTMENT MANAGEMENT#87 · 32,115 sh	32,115	$10.9M	0.08%	-1.9%
88	INTECH INVESTMENT MANAGEMENT#88 · 31,878 sh	31,878	$10.8M	0.10%	+26.7%
89	CAPITAL FUND MANAGEMENT S.A.#89 · 30,813 sh	30,813	$10.4M	0.05%	New
90	Russell Investments Group, Ltd.#90 · 29,925 sh	29,925	$10.1M	<0.01%	-67.6%
91	PEAK6#91 · 29,555 sh	29,555	$10.0M	0.02%	New
92	NICOLA WEALTH MANAGEMENT LTD.#92 · 29,000 sh	29,000	$9.8M	1.13%	0.0%
93	BARCLAYS PLC#93 · 27,997 sh	27,997	$9.5M	<0.01%	+55.6%
94	Illinois Municipal Retirement Fund#94 · 27,839 sh	27,839	$9.4M	0.11%	+30.3%
95	SCHRODER INVESTMENT MANAGEMENT GROUP#95 · 27,045 sh	27,045	$9.3M	<0.01%	+36.2%
96	ASSETMARK#96 · 27,179 sh	27,179	$9.2M	—	-1.1%
97	Schonfeld Strategic Advisors#97 · 26,713 sh	26,713	$9.0M	0.03%	-59.7%
98	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#98 · 26,489 sh	26,489	$9.0M	0.03%	-31.8%
99	CHASE INVESTMENT COUNSEL#99 · 25,935 sh	25,935	$8.8M	1.85%	+41.1%
100	VANGUARD ASSET MANAGEMENT, Ltd#100 · 25,306 sh	25,306	$8.6M	<0.01%	+3.8%

Funds that sold out of AMG in Q2 2026 (53)

Held AMG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AMG in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Artisan Partners Limited Partnership173,595 sh	173,595	$48.0M
Woodline Partners145,879 sh	145,879	$40.4M
Prana Capital Management61,489 sh	61,489	$17.0M
Freestone Grove Partners57,832 sh	57,832	$16.0M
Point72 Asset Management, L.P.44,273 sh	44,273	$12.3M
BW Gestao de Investimentos Ltda.33,000 sh	33,000	$9.1M
Aquatic Capital Management13,678 sh	13,678	$3.8M
Convergence Investment Partners11,152 sh	11,152	$3.1M
Candriam S.C.A.9,228 sh	9,228	$2.6M
Entropy Technologies7,832 sh	7,832	$2.2M
SkyView Investment Advisors7,015 sh	7,015	$1.9M
Bridgewater Associates6,491 sh	6,491	$1.8M
Bastion Asset Management6,101 sh	6,101	$1.7M
Vise Technologies5,233 sh	5,233	$1.5M
Williamson Legacy Group5,104 sh	5,104	$1.4M
ACADIAN ASSET MANAGEMENT5,082 sh	5,082	$1.4M
MALTESE CAPITAL MANAGEMENT4,900 sh	4,900	$1.4M
LGT CAPITAL PARTNERS LTD.4,730 sh	4,730	$1.3M
ALLSTATE4,681 sh	4,681	$1.3M
Magnetar Financial4,110 sh	4,110	$1.1M
Bridgefront Capital3,760 sh	3,760	$1.0M
LEUCADIA NATIONAL3,400 sh	3,400	$940.8K
Blueshift Asset Management2,231 sh	2,231	$617.3K
Procyon Advisors1,741 sh	1,741	$481.7K
Numerai GP1,706 sh	1,706	$472.1K
Savant Capital1,495 sh	1,495	$413.7K
LEVIN CAPITAL STRATEGIES, L.P.1,454 sh	1,454	$402.3K
GLENMEDE NA1,445 sh	1,445	$399.8K
Cynosure Management1,418 sh	1,418	$392.4K
R Squared Ltd1,093 sh	1,093	$302.4K
AXQ CAPITAL1,085 sh	1,085	$300.2K
Massar Capital Management865 sh	865	$239.3K
MQS Management858 sh	858	$237.4K
DIVERSIFIED MANAGEMENT800 sh	800	$221.4K
BTG Pactual Asset Management US743 sh	743	$205.6K
Caitong International Asset Management , Ltd667 sh	667	$184.6K
Bayforest Capital Ltd633 sh	633	$175.2K
Innovative Asset Advisors Group342 sh	342	$94.6K
Annis Gardner Whiting Capital Advisors332 sh	332	$91.9K
Root Financial Partners184 sh	184	$50.9K
Ancora Advisors133 sh	133	$36.8K
Goodman Advisory Group81 sh	81	$22.4K
BOKF, NA68 sh	68	$18.8K
Tacita Capital46 sh	46	$12.7K
First Pacific Financial41 sh	41	$11.3K
Addison Advisors23 sh	23	$6.4K
Intentional Wealth Strategies21 sh	21	$5.8K
TWIN PEAKS WEALTH ADVISORS16 sh	16	$4.4K
Nova Wealth Management13 sh	13	$3.6K
NBC SECURITIES5 sh	5	$1.4K
Vermillion Wealth Management3 sh	3	$830.00
Private Wealth Asset Management2 sh	2	$553.00
Murphy & Mullick Capital Management2 sh	2	$553.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.