Affiliated Managers Group, Inc.
AMG- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001004434
No open-market purchases or sales by Affiliated Managers Group, Inc. insiders were filed in the last 90 days; 571 institutions reported holding it in 13F filings for Q2 2026, worth $8.53B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.
Holders of 5% or more of AMG
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Affiliated Managers Group, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Morgan Stanley | 13G/A | 5.50%1.46M shares | −1.50 ppfrom 7.00% | Dec 10, 20217 filings | Aug 12, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.19%1.39M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.12%1.37M shares | New | Apr 28, 20261 filing | Apr 28, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
36 Schedule 13D and 13G filings on Affiliated Managers Group, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 12, 20262:52 PM ET | Morgan Stanleyand 1 other | 13G/A | 5.50%1.46M shares | −1.50 ppfrom 7.00% | Jun 30, 2026 | SEC |
| Apr 29, 20264:41 PM ET | Vanguard Capital Management LLC | 13G | 5.19%1.39M shares | New | Mar 31, 2026 | SEC |
| Apr 28, 20263:49 PM ET | Vanguard Portfolio Management LLC | 13G | 5.12%1.37M shares | New | Mar 31, 2026 | SEC |
| Mar 26, 20262:17 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −10.20 ppfrom 10.20%Below 5% | Mar 13, 2026 | SEC |
| Mar 5, 20261:19 PM ET | Vanguard Group Inc | 13G/A | 10.20%2.72M shares | +0.45 ppfrom 9.75% | Feb 27, 2026 | SEC |
| Feb 13, 20268:00 AM ET | Clarkston Capital Partners, LLCand 5 others | 13G/A | 3.21%904.1K shares | −1.99 ppfrom 5.20%Below 5% | Dec 31, 2025 | SEC |
| Nov 7, 202512:16 PM ET | Morgan Stanleyand 2 others | 13G/A | 7.00%1.98M shares | – | Sep 30, 2025 | SEC |
| Oct 30, 20254:19 PM ET | Integrated Core Strategies (US) LLCand 3 others | 13G/A | 3.60%1.02M shares | −1.70 ppfrom 5.30%Below 5% | Sep 30, 2025 | SEC |
| Oct 30, 20252:26 PM ET | Vanguard Group Inc | 13G/A | 9.75%2.77M shares | – | Sep 30, 2025 | SEC |
| Jun 6, 20254:00 PM ET | Integrated Core Strategies (US) LLCand 3 others | 13G | 5.30%1.51M shares | +1.00 ppfrom 4.30% | Jun 2, 2025 | SEC |
| May 14, 20254:00 PM ET | Integrated Core Strategies (US) LLCand 3 others | 13G | 4.30%1.22M shares | NewBelow 5% | May 7, 2025 | SEC |
| Feb 14, 202511:47 AM ET | Clarkston Capital Partners, LLCand 5 others | 13G/A | 5.20%1.57M shares | – | Dec 31, 2024 | SEC |
| Nov 6, 2024 | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Jun 7, 20241:30 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2024 | EdgePoint Investment Group Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2024 | Clarkston Capital Partners, LLC | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2024 | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Jan 24, 20242:27 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Dec 6, 20234:47 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Clarkston Capital Partners, LLC | 13GOld format | – | New | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2023 | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Jan 24, 20231:56 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 10, 2023 | EdgePoint Investment Group Inc. | 13G/AOld format | – | – | – | SEC |
| Nov 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | EdgePoint Investment Group Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2022 | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Feb 1, 20225:08 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Dec 10, 202110:05 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Dec 10, 2021 | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2021 | Eaton Vance Management | 13GOld format | – | New | – | SEC |
| Feb 12, 2021 | EdgePoint Investment Group Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 28, 20215:56 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
12 notices from officers, directors and other affiliates planning to sell Affiliated Managers Group, Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Jun 30, 20264:07 PM ET | David RyanDirector | 305 | $104.9K | Jun 30, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jun 8, 20264:17 PM ET | Jay HorgenOfficer | 17.5K | $5.92M | Jun 8, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| May 8, 20264:06 PM ET | Felix V Matos RodriguezDirector | 1.00K | $300.2K | May 8, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| May 6, 20264:13 PM ET | David RyanDirector | 3.40K | $1.04M | May 6, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 9, 20264:05 PM ET | Kavita PadiyarOfficer | 2.20K | $612.1K | Mar 9, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 9, 20261:02 PM ET | Wojcik Thomas MOfficer | 46.9K | $13.1M | Mar 9, 2026 | Fidelity Brokerage Services LLC | SEC |
| Mar 6, 20264:15 PM ET | Thomas WojcikOfficer | 8.00K | $2.29M | Mar 6, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 9, 20254:06 PM ET | Thomas WojcikOfficer | 16.0K | $3.70M | Sep 9, 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 10, 20258:52 PM ET | Rizwan M. JamalFormer officer | 14.7K | $2.30M | Mar 10, 2025 | J.P. Morgan Securities LLC | SEC |
| Aug 19, 202410:11 AM ET | Horgen Jay C.Officer | 18.3K | $3.16M | Aug 19, 2024 | Fidelity Brokerage Services LLC | SEC |
| Aug 16, 20245:53 PM ET | Rizwan M. JamalAffiliate | 8.62K | $1.48M | Aug 16, 2024 | J.P. Morgan Securities LLC | SEC |
| Aug 16, 202411:25 AM ET | Wojcik Thomas MOfficer | 4.79K | $820.7K | Aug 16, 2024 | FIDELITY BROKERAGE SERVICES LLC | SEC |