Affiliated Managers Group Ownership | Who Owns Affiliated Managers Group?
Affiliated Managers Group Ownership Summary
Affiliated Managers Group is owned by 90.52% institutional investors, 3.43% insiders, and 6.06% retail investors. Vanguard group is the largest institutional shareholder, holding 10.67% of AMG shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 5.16% of its assets in Affiliated Managers Group shares.
AMG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Affiliated Managers Group | 90.52% | 3.43% | 6.06% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.21M | 10.67% | $593.93M |
| Blackrock funding, inc. /de | 2.97M | 9.87% | $549.11M |
| Blackrock | 3.08M | 9.39% | $480.97M |
| Morgan stanley | 2.21M | 6.75% | $346.01M |
| Clarkston capital partners | 1.57M | 5.22% | $290.73M |
| Ariel investments | 1.42M | 4.73% | $263.31M |
| Boston partners | 1.18M | 3.81% | $218.97M |
| State street | 1.02M | 3.29% | $189.10M |
| Dimensional fund advisors lp | 761.20K | 2.53% | $140.76M |
| Southeastern asset management inc/tn/ | 702.49K | 2.33% | $129.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kiltearn partners llp | 380.81K | 11.64% | $70.42M |
| Bruni j v & co /co | 301.85K | 6.32% | $55.82M |
| Southeastern asset management inc/tn/ | 702.49K | 6.13% | $129.90M |
| Clarkston capital partners | 1.57M | 5.57% | $290.73M |
| Goodman financial | 79.50K | 3.14% | $14.70M |
| Ariel investments | 1.42M | 2.81% | $263.31M |
| Channing capital management | 514.58K | 2.54% | $95.16M |
| Lgt capital partners | 274.02K | 1.93% | $50.67M |
| Callodine capital management, lp | 50.00K | 1.91% | $9.25M |
| Wallace capital management | 67.98K | 1.72% | $12.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 1.18M | 0.27% | 373.70K |
| Norges bank | 371.42K | 0.01% | 371.42K |
| Empirical asset management | 190.36K | 0.12% | 188.57K |
| Lsv asset management | 423.99K | 0.18% | 187.29K |
| Millennium management | 305.50K | 0.03% | 165.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Spyglass capital management | - | - | -328.75K |
| Morgan stanley | 2.21M | 0.03% | -279.68K |
| Clarkston capital partners | 1.57M | 5.57% | -203.06K |
| Blackrock | 3.08M | 0.01% | -155.93K |
| Jane street group | - | - | -84.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 371.42K | 0.01% | 371.42K | $68.68M |
| Raymond james financial | 155.84K | 0.01% | 155.84K | $28.82M |
| Wealthfront advisers | 71.03K | 0.02% | 71.03K | $5.17M |
| North reef capital management lp | 27.39K | 0.23% | 27.39K | $5.06M |
| Schroder investment management group | 24.99K | 0.00% | 24.99K | $4.63M |
Sold Out
| Holder | Change |
|---|---|
| Harbor investment advisory | -1.00 |
| Tfc financial management | -1.00 |
| Tfo-tdc | -2.00 |
| Bokf, na | -2.00 |
| Advisornet financial | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 399 | -6.12% | 28,150,218 | 1.48% | 90 | 1.07% | 163 | -21.26% | 163 | 13.99% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap I | 1.49M | 5.16% | - |
| Clarkston Capital SMID Composite | 1.09M | 3.60% | -184.40K |
| iShares Core S&P Mid-Cap ETF | 955.74K | 3.27% | 1.81K |
| Vanguard US Total Market Shares ETF | 896.64K | 3.12% | -99.37K |
| Vanguard Total Stock Mkt Idx Inv | 900.98K | 3.08% | 7.53K |
| JHancock Disciplined Value Mid Cap I | 860.53K | 2.99% | 2.39K |
| Vanguard Small Cap Index | 733.05K | 2.51% | 588.00 |
| Ariel Fund Investor | 546.45K | 1.81% | -27.48K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 527.60K | 1.80% | -3.10K |
| FullerThaler Behavioral Small-Cap Equity | 527.60K | 1.80% | -3.10K |
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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