Affiliated Managers Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 2.80 M | $806.95 M | -0.80% | 10.11% |
| VANGUARD GROUP INC | 01/29/2026 | 2.68 M | $773.62 M | -3.20% | 9.69% |
| MORGAN STANLEY | 02/13/2026 | 1.71 M | $491.73 M | -12.15% | 6.16% |
| ARIEL INVESTMENTS, LLC | 02/13/2026 | 1.18 M | $340.81 M | -6.46% | 4.15% |
| BOSTON PARTNERS | 02/13/2026 | 1.14 M | $327.76 M | -1.78% | 3.99% |
| STATE STREET CORP | 02/13/2026 | 929.40 K | $267.93 M | -3.56% | 3.36% |
| CLARKSTON CAPITAL PARTNERS, LLC | 02/13/2026 | 904.12 K | $260.64 M | -26.63% | 3.17% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 796.01 K | $229.47 M | -21.74% | 2.87% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 685.59 K | $197.64 M | 20.22% | 2.48% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 699.45 K | $201.64 M | 2.24% | 2.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 551.15 K | $158.92 M | 8.11% | 1.99% |
| LYRICAL ASSET MANAGEMENT LP | 02/11/2026 | 551.59 K | $159.01 M | -4.87% | 1.92% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 473.02 K | $136.36 M | -1.38% | 1.71% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 426.65 K | $122.99 M | 8.52% | 1.49% |
| NORGES BANK | 02/10/2026 | 394.56 K | $113.74 M | 100.00% | 1.37% |
| CITADEL ADVISORS LLC | 02/17/2026 | 319.44 K | $92.09 M | -50.49% | 1.15% |
| NORTHERN TRUST CORP | 02/17/2026 | 325.70 K | $93.89 M | -2.59% | 1.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 305.60 K | $88.10 M | -2.23% | 1.07% |
| UBS GROUP AG | 01/29/2026 | 295.42 K | $85.16 M | -15.65% | 1.07% |
| CHANNING CAPITAL MANAGEMENT, LLC | 02/13/2026 | 290.72 K | $83.81 M | -31.60% | 1.02% |
| BRUNI J V & CO /CO | 02/10/2026 | 252.15 K | $72.69 M | -1.11% | 0.88% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 242.29 K | $69.85 M | -0.80% | 0.87% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 247.19 K | $71.26 M | 1.25% | 0.86% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 243.83 K | $70.29 M | 19.69% | 0.85% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 233.33 K | $67.26 M | 26.31% | 0.84% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 236.90 K | $68.44 M | 22.82% | 0.83% |
| KILTEARN PARTNERS LLP | 02/13/2026 | 236.41 K | $68.15 M | -16.70% | 0.83% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 231.68 K | $66.79 M | -31.06% | 0.81% |
| HOLOCENE ADVISORS, LP | 02/17/2026 | 184.01 K | $53.05 M | -27.54% | 0.66% |
| FMR LLC | 02/17/2026 | 181.84 K | $52.42 M | -1.01% | 0.64% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 161.65 K | $46.60 M | 28.21% | 0.58% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 145.48 K | $41.94 M | -50.70% | 0.51% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/17/2026 | 130.11 K | $37.51 M | 100.00% | 0.47% |
| JPMORGAN CHASE & CO | 02/11/2026 | 133.90 K | $38.60 M | 6.57% | 0.47% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 122.91 K | $35.43 M | 100.00% | 0.44% |
| POLAR CAPITAL HOLDINGS PLC | 02/17/2026 | 107.25 K | $30.92 M | 36.58% | 0.39% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/17/2026 | 106.10 K | $30.59 M | 5.10% | 0.38% |
| CONCENTRIC CAPITAL STRATEGIES, LP | 02/17/2026 | 99.96 K | $28.82 M | 66.12% | 0.36% |
| SEI INVESTMENTS CO | 02/13/2026 | 102.30 K | $29.49 M | 4.52% | 0.36% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 102.03 K | $29.41 M | -36.81% | 0.36% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 100.59 K | $29.00 M | -10.69% | 0.35% |
| INVESCO LTD. | 02/19/2026 | 96.72 K | $27.88 M | 0.00% | 0.35% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 94.50 K | $27.24 M | -29.72% | 0.33% |
| TREASURER OF THE STATE OF NORTH CAROLINA | 02/13/2026 | 94.45 K | $27.23 M | -1.05% | 0.33% |
| ENGINEERS GATE MANAGER LP | 02/17/2026 | 92.30 K | $26.61 M | 2,873.61% | 0.32% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 91.54 K | $26.39 M | -26.51% | 0.32% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 86.64 K | $24.98 M | -24.65% | 0.31% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 86.04 K | $24.80 M | 35.38% | 0.31% |
| 02/05/2026 | 85.81 K | $24.74 M | 100.00% | 0.31% | |
| DELAP WEALTH ADVISORY, LLC | 02/06/2026 | 88.75 K | $25.58 M | 100.00% | 0.31% |
Affiliated Managers Group Inc. institutional Ownership - FAQ's
During the previous two years, 801 institutional investors and hedge funds held shares of Affiliated Managers Group Inc.. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 300,265
Fisher Asset Management, LLC: 253,263
UBS Group AG: 129,121
Retirement Systems of Alabama: 86,240
Nuveen, LLC: 65,272
PRINCIPAL FINANCIAL GROUP INC: 62,786
93.70% of Affiliated Managers Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 42.82 M shares in the last 24 months. This purchase volume represents approximately $12.06 B in transactions.