Affiliated Managers Group Ownership | Who Owns Affiliated Managers Group?
Affiliated Managers Group Ownership Summary
Affiliated Managers Group is owned by 91.83% institutional investors, 2.91% insiders, and 5.26% retail investors. Vanguard group is the largest institutional shareholder, holding 10.59% of AMG shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 5.02% of its assets in Affiliated Managers Group shares.
AMG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Affiliated Managers Group | 91.83% | 2.91% | 5.26% |
| Sector | Financial Services Stocks | 49.80% | 13.92% | 36.27% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.47M | 10.59% | $542.67M |
| Blackrock | 3.08M | 9.39% | $480.97M |
| Morgan stanley | 2.21M | 6.75% | $346.01M |
| Clarkston capital partners | 1.83M | 5.57% | $285.65M |
| Ariel investments | 1.44M | 4.40% | $225.41M |
| State street | 1.03M | 3.14% | $161.12M |
| Dimensional fund advisors lp | 826.12K | 2.52% | $129.07M |
| Southeastern asset management inc/tn/ | 795.25K | 2.42% | $124.24M |
| Boston partners | 720.79K | 2.20% | $112.63M |
| Lyrical asset management lp | 669.65K | 2.04% | $104.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kiltearn partners llp | 554.01K | 10.49% | $86.55M |
| Bruni j v & co /co | 307.41K | 5.98% | $48.03M |
| Clarkston capital partners | 1.83M | 5.45% | $285.65M |
| Southeastern asset management inc/tn/ | 795.25K | 5.41% | $124.24M |
| Ariel investments | 1.44M | 2.44% | $225.41M |
| Channing capital management | 447.12K | 1.92% | $69.85M |
| Lgt capital partners | 330.43K | 1.76% | $51.62M |
| Lyrical asset management lp | 669.65K | 1.68% | $104.62M |
| Wallace capital management | 69.86K | 1.57% | $10.91M |
| Penn capital management company | 85.17K | 1.27% | $13.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 720.79K | 0.14% | 720.79K |
| Fuller & thaler asset management | 414.72K | 0.28% | 414.72K |
| Norges bank | 385.40K | 0.01% | 385.40K |
| Bank of america corp /de/ | 167.45K | 0.00% | 134.17K |
| Ariel investments | 1.44M | 2.44% | 115.81K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 539.12K | 0.01% | -1.14M |
| Spyglass capital management | - | - | -328.75K |
| Invesco | 208.56K | 0.01% | -313.52K |
| Morgan stanley | 2.21M | 0.03% | -279.68K |
| Marshall wace, llp | - | - | -215.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boston partners | 720.79K | 0.14% | 720.79K | $112.63M |
| Fuller & thaler asset management | 414.72K | 0.28% | 414.72K | $64.79M |
| Norges bank | 385.40K | 0.01% | 385.40K | $60.21M |
| Corebridge financial | 40.30K | 0.03% | 40.30K | $6.30M |
| Clarivest asset management | 10.61K | 0.17% | 10.61K | $1.66M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Harbor investment advisory | -1.00 |
| Tfo-tdc | -2.00 |
| Financial management professionals | -3.00 |
| Mine & arao wealth creation & management, llc. | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 422 | 4.20% | 27,639,723 | -5.44% | 91 | 1.07% | 207 | 11.89% | 141 | -9.62% |
| Jun 30, 2024 | 398 | -1.49% | 29,220,063 | -2.42% | 89 | 1.07% | 182 | 1.68% | 153 | 1.32% |
| Mar 31, 2024 | 404 | 4.39% | 29,944,915 | -4.81% | 91 | 1.05% | 179 | -10.50% | 151 | 17.97% |
| Dec 31, 2023 | 387 | 8.40% | 31,456,818 | -0.63% | 93 | 1.13% | 200 | 35.14% | 128 | -15.23% |
| Sep 30, 2023 | 357 | -7.51% | 31,657,291 | -5.23% | 90 | 1.05% | 148 | -0.67% | 151 | -11.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap I | 1.51M | 5.02% | - |
| Clarkston Capital SMID Composite | 1.27M | 4.27% | -3.98M |
| iShares Core S&P Mid-Cap ETF | 938.75K | 3.12% | 512.00 |
| Vanguard Total Stock Mkt Idx Inv | 893.56K | 2.97% | -3.08K |
| Vanguard Small Cap Index | 710.52K | 2.36% | 1.40K |
| JHancock Disciplined Value Mid Cap I | 596.70K | 1.98% | - |
| Ariel Fund Investor | 573.94K | 1.93% | -15.57K |
| Vanguard Small Cap Value Index Inv | 479.87K | 1.59% | -164.00 |
| Clarkston Partners Founders | 457.00K | 1.53% | -43.00K |
| Longleaf Partners | 440.15K | 1.48% | -52.10K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 19, 2024 | Horgen Jay C. | President and CEO | Sell | $1.55M |
| Aug 20, 2024 | Horgen Jay C. | President and CEO | Sell | $1.58M |
| Aug 16, 2024 | Wojcik Thomas M | Chief Operating Officer | Sell | $826.59K |
| Aug 16, 2024 | Jamal Rizwan M | Head of Affiliate Investments | Sell | $1.49M |
| Mar 16, 2023 | Jeffery Reuben III | - | Buy | $500.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
AMG Ownership FAQ
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