Affiliated Managers Group Ownership 2024 | Who Owns Affiliated Managers Group Now?
Institutional Ownership
88.94%
Insider Ownership
2.84%
Retail Ownership
8.23%
Institutional Holders
390.00
Affiliated Managers Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10.59% | 0.01% | 3,473,531 | -121,152 | -3.37% | 542,669,747 | Jun 30, 2024 |
| BLACKROCK INC. | 9.39% | 0.01% | 3,078,587 | -155,932 | -4.82% | 480,967,639 | Jun 30, 2024 |
| MORGAN STANLEY | 6.75% | 0.03% | 2,214,717 | -279,684 | -11.21% | 346,005,511 | Jun 30, 2024 |
| CLARKSTON CAPITAL PARTNERS, LLC | 5.57% | 5.45% | 1,828,389 | -49,070 | -2.61% | 285,649,207 | Jun 30, 2024 |
| ARIEL INVESTMENTS, LLC | 4.40% | 2.44% | 1,442,817 | 115,808 | 8.73% | 225,411,300 | Jun 30, 2024 |
| STATE STREET CORP | 3.14% | 0.01% | 1,031,269 | -23,875 | -2.26% | 161,115,156,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.52% | 0.03% | 826,123 | 30,059 | 3.78% | 129,065,181 | Jun 30, 2024 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 2.42% | 5.41% | 795,249 | -42,629 | -5.09% | 124,241,751 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.20% | 0.14% | 720,788 | 720,788 | 100.00% | 112,627,525 | Jun 30, 2024 |
| LYRICAL ASSET MANAGEMENT LP | 2.04% | 1.68% | 669,651 | -28,207 | -4.04% | 104,619,576 | Jun 30, 2024 |
| KILTEARN PARTNERS LLP | 1.69% | 10.49% | 554,014 | -121,200 | -17.95% | 86,553,607 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.65% | 0.01% | 542,675 | -12,839 | -2.31% | 84,803,792 | Jun 30, 2024 |
| FMR LLC | 1.64% | 0.01% | 539,119 | -1,136,301 | -67.82% | 84,226,532 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.36% | 1.92% | 447,117 | 13,731 | 3.17% | 69,853,089 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.26% | 0.28% | 414,721 | 414,721 | 100.00% | 64,791,806 | Jun 30, 2024 |
| NORGES BANK | 1.18% | 0.01% | 385,397 | 385,397 | 100.00% | 60,210,573 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 1.12% | 0.08% | 366,515 | -129,558 | -26.12% | 57,260,639 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.05% | 0.01% | 343,063 | -14,709 | -4.11% | 53,596,732 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.04% | 0.01% | 341,450 | -6,751 | -1.94% | 53,344,777 | Jun 30, 2024 |
| LGT CAPITAL PARTNERS LTD. | 1.01% | 1.76% | 330,430 | -15,900 | -4.59% | 51,623,079 | Jun 30, 2024 |
Affiliated Managers Group's largest institutional shareholder is VANGUARD GROUP INC, holding 10.59% of the company's total share outstanding, currently valued at $542.67M. The top 10 institutional shareholders own together 49.03% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KILTEARN PARTNERS LLP | 1.69% | 10.49% | 554,014 | -121,200 | -17.95% | 86,553,607 | Jun 30, 2024 |
| BRUNI J V & CO /CO | 0.94% | 5.98% | 307,411 | -1,357 | -0.44% | 48,026,821 | Jun 30, 2024 |
| CLARKSTON CAPITAL PARTNERS, LLC | 5.57% | 5.45% | 1,828,389 | -49,070 | -2.61% | 285,649,207 | Jun 30, 2024 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 2.42% | 5.41% | 795,249 | -42,629 | -5.09% | 124,241,751 | Jun 30, 2024 |
| ARIEL INVESTMENTS, LLC | 4.40% | 2.44% | 1,442,817 | 115,808 | 8.73% | 225,411,300 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.36% | 1.92% | 447,117 | 13,731 | 3.17% | 69,853,089 | Jun 30, 2024 |
| LGT CAPITAL PARTNERS LTD. | 1.01% | 1.76% | 330,430 | -15,900 | -4.59% | 51,623,079 | Jun 30, 2024 |
| LYRICAL ASSET MANAGEMENT LP | 2.04% | 1.68% | 669,651 | -28,207 | -4.04% | 104,619,576 | Jun 30, 2024 |
| WALLACE CAPITAL MANAGEMENT INC. | 0.21% | 1.57% | 69,860 | -446 | -0.63% | 10,914,295 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.26% | 1.27% | 85,175 | 4,723 | 5.87% | 13,354,349 | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | 0.08% | 1.26% | 26,831 | 12,917 | 92.83% | 3,912,458 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.33% | 1.09% | 107,602 | 17,121 | 18.92% | 16,810,660 | Jun 30, 2024 |
| LONG ROAD INVESTMENT COUNSEL, LLC | 0.04% | 0.99% | 14,535 | - | - | 2,271,000 | Jun 30, 2024 |
| SEASCAPE CAPITAL MANAGEMENT | 0.05% | 0.93% | 16,001 | 333 | 2.13% | 2,500,000 | Jun 30, 2024 |
| POEHLING CAPITAL MANAGEMENT, INC. | 0.06% | 0.80% | 18,765 | - | - | 2,931,656 | Jun 30, 2024 |
| NORTH STAR ASSET MANAGEMENT INC | 0.30% | 0.74% | 100,015 | 198 | 0.20% | 15,625,343 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.22% | 0.69% | 72,595 | -539 | -0.74% | 11,341,517 | Jun 30, 2024 |
| HI-LINE CAPITAL MANAGEMENT, LLC | 0.03% | 0.66% | 9,990 | - | - | 1,560,738 | Jun 30, 2024 |
| REINHART PARTNERS, INC. | 0.30% | 0.64% | 97,950 | -9,389 | -8.75% | 15,302,740 | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | 0.09% | 0.63% | 30,560 | 30,560 | 100.00% | 4,774,389 | Jun 30, 2024 |
The largest Affiliated Managers Group shareholder by % of total assets is KILTEARN PARTNERS LLP. The company owns 554.01K shares of Affiliated Managers Group (AMG), representing 10.49% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOSTON PARTNERS | 2.20% | 0.14% | 720,788 | 720,788 | 100.00% | 112,627,525 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.26% | 0.28% | 414,721 | 414,721 | 100.00% | 64,791,806 | Jun 30, 2024 |
| NORGES BANK | 1.18% | 0.01% | 385,397 | 385,397 | 100.00% | 60,210,573 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.51% | 0.00% | 167,451 | 134,173 | 403.19% | 26,160,797 | Jun 30, 2024 |
| ARIEL INVESTMENTS, LLC | 4.40% | 2.44% | 1,442,817 | 115,808 | 8.73% | 225,411,300 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.25% | 0.05% | 83,357 | 69,089 | 484.22% | 13,022,864 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.30% | 0.02% | 99,407 | 59,659 | 150.09% | 15,530,355 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.19% | 0.05% | 62,164 | 59,488 | 2223.02% | 9,711,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.57% | 0.00% | 186,344 | 54,333 | 41.16% | 29,112,552 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.40% | 0.01% | 132,662 | 44,972 | 51.29% | 20,725,785 | Jun 30, 2024 |
| MAN GROUP PLC | 0.41% | 0.05% | 133,398 | 42,338 | 46.49% | 20,840,769 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.16% | 0.18% | 51,649 | 40,375 | 358.12% | 8,069,123 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.03% | 40,304 | 40,304 | 100.00% | 6,296,694 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.14% | 0.01% | 46,008 | 39,605 | 618.54% | 7,188,000 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.27% | 0.46% | 89,254 | 38,206 | 74.84% | 13,944,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.28% | 0.02% | 90,200 | 33,500 | 59.08% | 14,091,946 | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | 0.09% | 0.63% | 30,560 | 30,560 | 100.00% | 4,774,389 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.52% | 0.03% | 826,123 | 30,059 | 3.78% | 129,065,181 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.12% | 0.04% | 40,058 | 29,925 | 295.32% | 6,258,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.12% | 0.00% | 39,405 | 25,998 | 193.91% | 6,153,795 | Jun 30, 2024 |
As of Jun 30 2024, Affiliated Managers Group's largest institutional buyer is BOSTON PARTNERS. The company purchased 720.79K stocks of AMG, valued at $112.63M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 1.64% | 0.01% | 539,119 | -1,136,301 | -67.82% | 84,226,532 | Jun 30, 2024 |
| SPYGLASS CAPITAL MANAGEMENT LLC | - | - | - | -328,745 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | 0.64% | 0.01% | 208,560 | -313,523 | -60.05% | 32,583,329 | Jun 30, 2024 |
| MORGAN STANLEY | 6.75% | 0.03% | 2,214,717 | -279,684 | -11.21% | 346,005,511 | Jun 30, 2024 |
| BLACKROCK INC. | 9.39% | 0.01% | 3,078,587 | -155,932 | -4.82% | 480,967,639 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 1.12% | 0.08% | 366,515 | -129,558 | -26.12% | 57,260,639 | Jun 30, 2024 |
| KILTEARN PARTNERS LLP | 1.69% | 10.49% | 554,014 | -121,200 | -17.95% | 86,553,607 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.59% | 0.01% | 3,473,531 | -121,152 | -3.37% | 542,669,747 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -80,857 | -100.00% | - | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -80,452 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.66% | 0.04% | 215,059 | -71,189 | -24.87% | 33,598,668 | Jun 30, 2024 |
| PARKWOOD LLC | - | - | - | -66,107 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.19% | 0.05% | 63,325 | -64,151 | -50.32% | 9,893,265 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.57% | 0.05% | 185,592 | -59,921 | -24.41% | 28,995,038 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.17% | 0.02% | 55,832 | -59,601 | -51.63% | 8,722,633 | Jun 30, 2024 |
| CLARKSTON CAPITAL PARTNERS, LLC | 5.57% | 5.45% | 1,828,389 | -49,070 | -2.61% | 285,649,207 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -44,750 | -100.00% | - | Jun 30, 2024 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 2.42% | 5.41% | 795,249 | -42,629 | -5.09% | 124,241,751 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.60% | 0.03% | 195,756 | -41,657 | -17.55% | 30,582,960 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.00% | 3,678 | -38,245 | -91.23% | 574,546 | Jun 30, 2024 |
As of Jun 30 2024, Affiliated Managers Group's biggest institutional seller is FMR LLC. The company sold -1.14M shares of AMG, valued at $84.23M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOSTON PARTNERS | 2.20% | 0.14% | 720,788 | 720,788 | 100.00% | 112,627,525 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.26% | 0.28% | 414,721 | 414,721 | 100.00% | 64,791,806 | Jun 30, 2024 |
| NORGES BANK | 1.18% | 0.01% | 385,397 | 385,397 | 100.00% | 60,210,573 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.03% | 40,304 | 40,304 | 100.00% | 6,296,694 | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | 0.05% | 0.48% | 17,987 | 17,987 | 100.00% | 2,787,805 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.03% | 0.17% | 10,612 | 10,612 | 100.00% | 1,657,912 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.03% | 0.01% | 10,322 | 10,322 | 100.00% | 1,599,806 | Jun 30, 2024 |
| DIVERSIFIED TRUST CO | 0.03% | 0.04% | 8,278 | 8,278 | 100.00% | 1,293,271 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.02% | 0.01% | 6,299 | 6,299 | 100.00% | 984,093 | Jun 30, 2024 |
| ASSET MANAGEMENT ONE CO., LTD. | 0.02% | 0.00% | 5,452 | 5,452 | 100.00% | 851,766 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.01% | 0.55% | 4,746 | 4,746 | 100.00% | 741,467 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.01% | 0.07% | 4,070 | 4,070 | 100.00% | 635,856 | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | 0.01% | 0.04% | 3,956 | 3,956 | 100.00% | 618,000 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.01% | 3,819 | 3,819 | 100.00% | 596,642 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.01% | 0.03% | 3,671 | 3,671 | 100.00% | 573,520 | Jun 30, 2024 |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.01% | 0.01% | 3,642 | 3,642 | 100.00% | 569,045 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.01% | 0.20% | 3,072 | 3,072 | 100.00% | 479,939 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.01% | 0.09% | 2,884 | 2,884 | 100.00% | 450,567 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.01% | 0.00% | 2,800 | 2,800 | 100.00% | 437,444 | Jun 30, 2024 |
| QUANTEDGE CAPITAL PTE LTD | 0.01% | 0.15% | 2,700 | 2,700 | 100.00% | 421,821 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.01% | 0.00% | 2,671 | 2,671 | 100.00% | 417,290 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.01% | 0.00% | 2,511 | 2,511 | 100.00% | 392,294 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.01% | 0.00% | 2,139 | 2,139 | 100.00% | 334,176 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.01% | 0.04% | 2,030 | 2,030 | 100.00% | 317,000 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.01% | 0.01% | 1,989 | 1,989 | 100.00% | 310,741 | Jun 30, 2024 |
| ALPHA DNA INVESTMENT MANAGEMENT LLC | 0.01% | 0.12% | 1,933 | 1,933 | 100.00% | 301,992 | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | 0.00% | 0.00% | 1,512 | 1,512 | 100.00% | 236,219 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 1,494 | 1,494 | 100.00% | 233,417 | Jun 30, 2024 |
| CETERA TRUST COMPANY, N.A | 0.00% | 0.09% | 955 | 955 | 100.00% | 149,200 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.00% | 0.00% | 710 | 710 | 100.00% | 110,923 | Jun 30, 2024 |
| 0.00% | 0.00% | 490 | 490 | 100.00% | 76,553 | Jun 30, 2024 | |
| GOODMAN ADVISORY GROUP, LLC | 0.00% | 0.01% | 322 | 322 | 100.00% | 50,306 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 0.00% | 0.00% | 300 | 300 | 100.00% | 47,000 | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | 0.00% | 0.00% | 177 | 177 | 100.00% | 27,653 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | - | 84 | 84 | 100.00% | 13,000 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | 0.00% | 0.00% | 75 | 75 | 100.00% | 11,718 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 72 | 72 | 100.00% | 11,249 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | 0.00% | 0.00% | 33 | 33 | 100.00% | 5,156 | Jun 30, 2024 |
| EAGLE BAY ADVISORS LLC | 0.00% | 0.00% | 32 | 32 | 100.00% | 4,999 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 30 | 30 | 100.00% | 4,687 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.00% | 17 | 17 | 100.00% | 2,656 | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | 0.00% | 15 | 15 | 100.00% | 2,343 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 7 | 7 | 100.00% | 1,294 | Jun 30, 2024 |
| PRINCIPAL SECURITIES, INC. | - | - | 6 | 6 | 100.00% | 937 | Jun 30, 2024 |
| CAPITAL ANALYSTS, LLC | - | - | 4 | 4 | 100.00% | 1,000 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 4 | 4 | 100.00% | 624 | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | 1 | 1 | 100.00% | 156 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 157 | Jun 30, 2024 |
Affiliated Managers Group's largest new institutional shareholder by number of shares is BOSTON PARTNERS, purchased 720.79K shares, valued at $112.63M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SPYGLASS CAPITAL MANAGEMENT LLC | - | - | - | -328,745 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -80,857 | -100.00% | - | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -80,452 | -100.00% | - | Jun 30, 2024 |
| PARKWOOD LLC | - | - | - | -66,107 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -44,750 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -27,804 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -20,600 | -100.00% | - | Jun 30, 2024 |
| MISSION WEALTH MANAGEMENT, LP | - | - | - | -11,093 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -9,600 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -7,345 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -7,078 | -100.00% | - | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | - | - | - | -5,890 | -100.00% | - | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | - | - | - | -5,765 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -3,973 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -3,699 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -3,464 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -3,117 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -2,737 | -100.00% | - | Jun 30, 2024 |
| VESTCOR INC | - | - | - | -2,611 | -100.00% | - | Jun 30, 2024 |
| SHEETS SMITH WEALTH MANAGEMENT | - | - | - | -2,454 | -100.00% | - | Jun 30, 2024 |
| BURNS MATTESON CAPITAL MANAGEMENT, LLC | - | - | - | -2,360 | -100.00% | - | Jun 30, 2024 |
| AGF MANAGEMENT LTD | - | - | - | -2,183 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -2,106 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -2,009 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -1,923 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -1,750 | -100.00% | - | Jun 30, 2024 |
| ABACUS PLANNING GROUP, INC. | - | - | - | -1,616 | -100.00% | - | Jun 30, 2024 |
| SHELTON CAPITAL MANAGEMENT | - | - | - | -1,458 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -1,237 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -1,220 | -100.00% | - | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | - | - | - | -1,214 | -100.00% | - | Jun 30, 2024 |
| DORSEY & WHITNEY TRUST CO LLC | - | - | - | -1,206 | -100.00% | - | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | - | - | - | -1,198 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -975 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -330 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -254 | -100.00% | - | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | - | - | -191 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -127 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| SOUTHSTATE CORP | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| SPIRE WEALTH MANAGEMENT | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| SEMMAX FINANCIAL ADVISORS INC. | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Affiliated Managers Group's largest sold out institutional shareholder by shares sold is SPYGLASS CAPITAL MANAGEMENT LLC, sold -0.33M shares, valued at -, as of undefined.
Affiliated Managers Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 1.16% | 190,770 | - | - | Jan 31, 2024 |
| AGF Investments Trust | 0.46% | -8,787 | - | - | Mar 31, 2024 |
| NICHOLAS FUND, INC. | 0.18% | 304,505 | - | - | Dec 31, 2023 |
| PIONEER SERIES TRUST XII | 0.16% | 116,213 | - | - | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS I | 0.16% | 3,700 | - | - | Jan 31, 2023 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.15% | 58,641 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST XI | 0.15% | 75,821 | - | - | Mar 28, 2024 |
| EATON VANCE GROWTH TRUST | 0.15% | 1,636,405 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.12% | 237 | -3,568 | -93.77% | Jan 31, 2021 |
| SEI Exchange Traded Funds | 0.11% | 1,560 | 155 | 11.03% | Dec 31, 2023 |
| Vanguard Montgomery Funds | 0.10% | 23,661 | 4,294 | 22.17% | Mar 31, 2024 |
| LONGLEAF PARTNERS FUNDS TRUST | 0.10% | 581,497 | - | - | Mar 31, 2024 |
| ALPS Series Trust | 0.09% | 787,879 | -120,198 | -13.24% | Mar 31, 2024 |
| Pioneer Series Trust III | 0.09% | 25,768 | - | - | Feb 29, 2024 |
| Gabelli ETFs Trust | 0.08% | 1,000 | -100 | -9.09% | Dec 29, 2023 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.07% | 276,427 | 2,343 | 0.85% | Mar 28, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.05% | 20,906 | -2,313 | -9.96% | Jan 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.05% | 8,282 | - | - | Sep 30, 2021 |
| T. Rowe Price Financial Services Fund, Inc. | 0.05% | 38,100 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 23,512 | - | - | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.04% | 450,731 | 20,100 | 4.67% | Jan 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.04% | 4,689 | - | - | Dec 31, 2020 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 131,839 | -3,966 | -2.92% | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.03% | 37,070 | -1,050 | -2.75% | Mar 28, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.03% | 2,148 | - | - | Sep 30, 2022 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.03% | 66,617 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.02% | 1,708 | - | - | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.02% | 713 | - | - | Mar 31, 2024 |
| VIRTUS ASSET TRUST | 0.02% | 575,000 | - | - | Mar 28, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.02% | 18,580 | - | - | Mar 31, 2022 |
| Managed Portfolio Series | 0.02% | 445,000 | - | - | Jan 31, 2024 |
| BNY Mellon Investment Funds IV, Inc. | 0.02% | 250,000 | - | - | Jan 31, 2024 |
| Federated Hermes Index Trust | 0.02% | 3,774 | -312 | -7.64% | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 68,781 | -3,941 | -5.42% | Feb 29, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.02% | 4,090 | -3,442 | -45.70% | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.02% | 359,119 | -67,577 | -15.84% | Mar 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.01% | 564,925 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.01% | 4,495 | - | - | Mar 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.01% | 173,946 | - | - | Jan 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.01% | 52,181 | -63,639 | -54.95% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 83,400 | - | - | Mar 31, 2024 |
| Delaware Enhanced Global Dividend & Income Fund | 0.01% | 3,664 | - | - | Feb 28, 2023 |
| SELECT SECTOR SPDR TRUST | 0.01% | 358,867 | - | - | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.01% | 3,678 | -4,356 | -54.22% | Dec 31, 2023 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.01% | 3,279 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 13,251 | - | - | Mar 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.01% | 5,504 | - | - | Mar 31, 2024 |
| ALGER FUNDS | 0.01% | 7,396 | -8,901 | -54.62% | Jan 31, 2024 |
| SSGA FUNDS | 0.01% | 3,376 | - | - | Feb 29, 2024 |
| FIRST TRUST SERIES FUND | 0.01% | 25,553 | - | - | Jan 31, 2024 |
| Weiss Strategic Interval Fund | 0.01% | 23,963 | 23,963 | - | Sep 30, 2022 |
| Cambria ETF Trust | 0.01% | 65,164 | 8,151 | 14.30% | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.01% | 8,156 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,920,775 | -562,540 | -16.15% | Mar 31, 2024 |
| Northern Lights Variable Trust | 0.01% | 6,701 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.01% | 76,631 | 4,510 | 6.25% | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.01% | 197 | -30 | -13.22% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.01% | 73,034 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 8,686 | 424 | 5.13% | Feb 29, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 54,651 | - | - | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.01% | 16,330 | - | - | Jan 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 33,250 | 503 | 1.54% | Jan 31, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.01% | 11,752 | - | - | Jan 31, 2024 |
| DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.01% | 1,374 | - | - | Feb 28, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.01% | 1,200 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.00% | 15,215 | - | - | Mar 31, 2024 |
| RBB Fund Trust | 0.00% | 4,587 | 4,587 | - | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.00% | 11,352 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.00% | 99 | -4 | -3.88% | Dec 31, 2023 |
| FIRST TRUST SERIES FUND | 0.00% | 14,951 | - | - | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.00% | 4,777 | - | - | Apr 30, 2022 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.00% | 2,017 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 758 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 271,416 | 88,769 | 48.60% | Jan 31, 2024 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | 0.00% | 35,430 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.00% | 25,404 | - | - | Jan 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 9,458 | 1,860 | 24.48% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 7,465 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 6,263 | -2,812 | -30.99% | Feb 29, 2024 |
| SATURNA INVESTMENT TRUST | 0.00% | 250,000 | - | - | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 14,786 | -1,439 | -8.87% | Mar 31, 2020 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.00% | 6,500 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 124,146 | -329 | -0.26% | Jan 31, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.00% | 864 | - | - | Mar 31, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 655 | - | - | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 31,797 | - | - | Jan 31, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 111,870 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.00% | 180 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,150 | - | - | Mar 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.00% | 29,434 | - | - | Jan 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 956 | 294 | 44.41% | Sep 30, 2020 |
| IndexIQ ETF Trust | 0.00% | 3,838 | 56 | 1.48% | Jan 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.00% | 118,000 | - | - | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 35,243 | -870 | -2.41% | Mar 28, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 298,423 | -586 | -0.20% | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 27,253 | 2,567 | 10.40% | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 900 | - | - | Dec 31, 2023 |
| Goldman Sachs ETF Trust II | 0.00% | 1,123 | -36 | -3.11% | Feb 29, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 65,500 | - | - | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 715 | -50 | -6.54% | Sep 30, 2023 |
Affiliated Managers Group's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 190.77K shares, compromising 1.16% of its total assets.
Affiliated Managers Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 390 | -3.47% |
| 31 Mar, 24 | 404 | 4.39% |
| 31 Dec, 23 | 387 | 8.40% |
| 30 Sep, 23 | 357 | -7.51% |
| 30 Jun, 23 | 386 | -1.78% |
| 31 Mar, 23 | 393 | 5.65% |
| 31 Dec, 22 | 372 | 13.07% |
| 30 Sep, 22 | 329 | 6.82% |
| 30 Jun, 22 | 308 | -8.33% |
| 31 Mar, 22 | 336 | -8.70% |
| 31 Dec, 21 | 368 | 9.52% |
| 30 Sep, 21 | 336 | -0.59% |
| 30 Jun, 21 | 338 | 5.96% |
| 31 Mar, 21 | 319 | 7.41% |
| 31 Dec, 20 | 297 | 8.79% |
| 30 Sep, 20 | 273 | -6.83% |
| 30 Jun, 20 | 293 | - |
| 31 Mar, 20 | 293 | -16.76% |
| 31 Dec, 19 | 352 | -4.86% |
| 30 Sep, 19 | 370 | -7.73% |
| 30 Jun, 19 | 401 | -9.28% |
| 31 Mar, 19 | 442 | -4.12% |
| 31 Dec, 18 | 461 | -6.87% |
| 30 Sep, 18 | 495 | -3.51% |
| 30 Jun, 18 | 513 | -4.11% |
| 31 Mar, 18 | 535 | - |
| 31 Dec, 17 | 535 | 8.74% |
| 30 Sep, 17 | 492 | -0.81% |
| 30 Jun, 17 | 496 | -6.24% |
| 31 Mar, 17 | 529 | -2.58% |
| 31 Dec, 16 | 543 | 6.05% |
| 30 Sep, 16 | 512 | -0.58% |
| 30 Jun, 16 | 515 | 5.75% |
| 31 Mar, 16 | 487 | 0.62% |
| 31 Dec, 15 | 484 | -1.43% |
| 30 Sep, 15 | 491 | -2.58% |
| 30 Jun, 15 | 504 | 1.41% |
| 31 Mar, 15 | 497 | 0.81% |
| 31 Dec, 14 | 493 | 1.65% |
| 30 Sep, 14 | 485 | 2.54% |
| 30 Jun, 14 | 473 | 1.50% |
| 31 Mar, 14 | 466 | 1.30% |
| 31 Dec, 13 | 460 | 9.79% |
| 30 Sep, 13 | 419 | 0.48% |
| 30 Jun, 13 | 417 | 124.19% |
| 31 Mar, 13 | 186 | 11.38% |
| 31 Dec, 12 | 167 | 11.33% |
| 30 Sep, 12 | 150 | - |
| 30 Jun, 12 | 150 | 3.45% |
| 31 Mar, 12 | 145 | 16.94% |
| 31 Dec, 11 | 124 | 3.33% |
| 30 Sep, 11 | 120 | -1.64% |
| 30 Jun, 11 | 122 | - |
| 31 Mar, 11 | 122 | 15.09% |
| 31 Dec, 10 | 106 | -4.50% |
| 30 Sep, 10 | 111 | 7.77% |
| 30 Jun, 10 | 103 | -8.04% |
| 31 Mar, 10 | 112 | 9.80% |
| 31 Dec, 09 | 102 | 5.15% |
| 30 Sep, 09 | 97 | 1.04% |
| 30 Jun, 09 | 96 | 11.63% |
| 31 Mar, 09 | 86 | -9.47% |
| 31 Dec, 08 | 95 | -12.04% |
| 30 Sep, 08 | 108 | 11.34% |
| 30 Jun, 08 | 97 | 6.59% |
| 31 Mar, 08 | 91 | -9.90% |
| 31 Dec, 07 | 101 | 16.09% |
| 30 Sep, 07 | 87 | -7.45% |
| 30 Jun, 07 | 94 | 5.62% |
| 31 Mar, 07 | 89 | -2.20% |
| 31 Dec, 06 | 91 | 21.33% |
| 30 Sep, 06 | 75 | 5.63% |
| 30 Jun, 06 | 71 | -10.13% |
| 31 Mar, 06 | 79 | 29.51% |
| 31 Dec, 05 | 61 | 3.39% |
| 30 Sep, 05 | 59 | -11.94% |
| 30 Jun, 05 | 67 | 17.54% |
| 31 Mar, 05 | 57 | 9.62% |
| 31 Dec, 04 | 52 | 18.18% |
| 30 Sep, 04 | 44 | 12.82% |
| 30 Jun, 04 | 39 | -18.75% |
| 31 Mar, 04 | 48 | 9.09% |
| 31 Dec, 03 | 44 | -2.22% |
| 30 Sep, 03 | 45 | 15.38% |
| 30 Jun, 03 | 39 | 30.00% |
| 31 Mar, 03 | 30 | 15.38% |
| 31 Dec, 02 | 26 | 4.00% |
| 30 Sep, 02 | 25 | -7.41% |
| 30 Jun, 02 | 27 | - |
| 31 Mar, 02 | 27 | 28.57% |
| 31 Dec, 01 | 21 | 16.67% |
| 30 Sep, 01 | 18 | -14.29% |
| 30 Jun, 01 | 21 | - |
| 31 Mar, 01 | 21 | 10.53% |
| 31 Dec, 00 | 19 | -9.52% |
| 30 Sep, 00 | 21 | - |
| 30 Jun, 00 | 21 | 61.54% |
| 31 Mar, 00 | 13 | 30.00% |
| 31 Dec, 99 | 10 | 25.00% |
| 30 Sep, 99 | 8 | -20.00% |
| 30 Jun, 99 | 10 | 11.11% |
| 31 Mar, 99 | 9 | - |
As of 30 Jun 24, 390 institutions are holding Affiliated Managers Group's shares, representing a decrease of -3.47% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 29,171,532 | -2.58% |
| 31 Mar, 24 | 29,944,914 | -4.81% |
| 31 Dec, 23 | 31,456,818 | -0.63% |
| 30 Sep, 23 | 31,657,291 | -5.23% |
| 30 Jun, 23 | 33,405,803 | -5.25% |
| 31 Mar, 23 | 35,257,869 | 0.98% |
| 31 Dec, 22 | 34,914,934 | -3.62% |
| 30 Sep, 22 | 36,226,889 | -2.20% |
| 30 Jun, 22 | 37,040,908 | -1.94% |
| 31 Mar, 22 | 37,773,233 | -3.59% |
| 31 Dec, 21 | 39,181,154 | -1.76% |
| 30 Sep, 21 | 39,882,707 | -2.71% |
| 30 Jun, 21 | 40,994,123 | -2.49% |
| 31 Mar, 21 | 42,042,141 | -6.89% |
| 31 Dec, 20 | 45,150,966 | -1.70% |
| 30 Sep, 20 | 45,932,696 | -1.25% |
| 30 Jun, 20 | 46,512,468 | -0.58% |
| 31 Mar, 20 | 46,785,022 | -1.97% |
| 31 Dec, 19 | 47,726,828 | -2.80% |
| 30 Sep, 19 | 49,103,082 | 3.61% |
| 30 Jun, 19 | 47,394,056 | -3.08% |
| 31 Mar, 19 | 48,901,604 | -3.21% |
| 31 Dec, 18 | 50,523,355 | 2.97% |
| 30 Sep, 18 | 49,065,725 | -2.77% |
| 30 Jun, 18 | 50,465,540 | -2.06% |
| 31 Mar, 18 | 51,528,558 | -2.37% |
| 31 Dec, 17 | 52,780,887 | -1.43% |
| 30 Sep, 17 | 53,547,416 | -1.48% |
| 30 Jun, 17 | 54,349,175 | 0.72% |
| 31 Mar, 17 | 53,961,216 | -1.58% |
| 31 Dec, 16 | 54,825,297 | 2.13% |
| 30 Sep, 16 | 53,683,398 | -1.36% |
| 30 Jun, 16 | 54,422,715 | -1.98% |
| 31 Mar, 16 | 55,522,310 | 6.28% |
| 31 Dec, 15 | 52,240,054 | -0.78% |
| 30 Sep, 15 | 52,652,877 | -0.53% |
| 30 Jun, 15 | 52,932,830 | -1.98% |
| 31 Mar, 15 | 54,003,690 | 0.38% |
| 31 Dec, 14 | 53,800,968 | -0.86% |
| 30 Sep, 14 | 54,266,794 | -1.19% |
| 30 Jun, 14 | 54,919,527 | 3.80% |
| 31 Mar, 14 | 52,906,882 | 0.61% |
| 31 Dec, 13 | 52,584,643 | -1.29% |
| 30 Sep, 13 | 53,269,239 | 2.26% |
| 30 Jun, 13 | 52,092,724 | 102.63% |
| 31 Mar, 13 | 25,708,212 | -1.14% |
| 31 Dec, 12 | 26,005,559 | 8.98% |
| 30 Sep, 12 | 23,862,111 | -10.39% |
| 30 Jun, 12 | 26,627,821 | 17.47% |
| 31 Mar, 12 | 22,667,066 | -9.02% |
| 31 Dec, 11 | 24,913,702 | 2.81% |
| 30 Sep, 11 | 24,233,733 | -3.97% |
| 30 Jun, 11 | 25,235,110 | 8.77% |
| 31 Mar, 11 | 23,200,027 | 34.93% |
| 31 Dec, 10 | 17,194,162 | -15.21% |
| 30 Sep, 10 | 20,278,134 | 11.81% |
| 30 Jun, 10 | 18,136,926 | -19.76% |
| 31 Mar, 10 | 22,602,714 | 24.43% |
| 31 Dec, 09 | 18,164,467 | -3.27% |
| 30 Sep, 09 | 18,779,099 | 7.26% |
| 30 Jun, 09 | 17,507,398 | 9.37% |
| 31 Mar, 09 | 16,007,217 | -21.73% |
| 31 Dec, 08 | 20,451,963 | 4.89% |
| 30 Sep, 08 | 19,497,929 | 25.88% |
| 30 Jun, 08 | 15,489,597 | -0.85% |
| 31 Mar, 08 | 15,622,717 | -1.24% |
| 31 Dec, 07 | 15,819,446 | 0.57% |
| 30 Sep, 07 | 15,729,897 | -2.47% |
| 30 Jun, 07 | 16,129,053 | 8.45% |
| 31 Mar, 07 | 14,872,640 | -3.24% |
| 31 Dec, 06 | 15,371,086 | 4.35% |
| 30 Sep, 06 | 14,730,063 | -66.45% |
| 30 Jun, 06 | 43,909,870 | 187.82% |
| 31 Mar, 06 | 15,255,954 | 9.59% |
| 31 Dec, 05 | 13,921,414 | 31.23% |
| 30 Sep, 05 | 10,608,214 | 4.31% |
| 30 Jun, 05 | 10,170,039 | 4.63% |
| 31 Mar, 05 | 9,719,829 | 73.42% |
| 31 Dec, 04 | 5,604,882 | -33.99% |
| 30 Sep, 04 | 8,490,960 | 16.51% |
| 30 Jun, 04 | 7,287,788 | 14.52% |
| 31 Mar, 04 | 6,363,696 | 94.12% |
| 31 Dec, 03 | 3,278,280 | -23.65% |
| 30 Sep, 03 | 4,293,699 | -22.45% |
| 30 Jun, 03 | 5,536,689 | 35.97% |
| 31 Mar, 03 | 4,072,042 | -23.45% |
| 31 Dec, 02 | 5,319,422 | 35.97% |
| 30 Sep, 02 | 3,912,108 | 9.70% |
| 30 Jun, 02 | 3,566,193 | 22.38% |
| 31 Mar, 02 | 2,914,021 | 23.33% |
| 31 Dec, 01 | 2,362,841 | -16.42% |
| 30 Sep, 01 | 2,826,979 | 15.30% |
| 30 Jun, 01 | 2,451,766 | 15.17% |
| 31 Mar, 01 | 2,128,876 | -8.91% |
| 31 Dec, 00 | 2,337,081 | -34.30% |
| 30 Sep, 00 | 3,557,234 | 15.15% |
| 30 Jun, 00 | 3,089,209 | 35.69% |
| 31 Mar, 00 | 2,276,687 | 32.67% |
| 31 Dec, 99 | 1,716,005 | -26.64% |
| 30 Sep, 99 | 2,339,032 | 5.40% |
| 30 Jun, 99 | 2,219,169 | 18.13% |
| 31 Mar, 99 | 1,878,507 | - |
Affiliated Managers Group (AMG) has 29.17M shares outstanding as of 30 Jun 24, down -2.58% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 88.94% | 1.07% |
| 31 Mar, 24 | 91.30% | 1.05% |
| 31 Dec, 23 | 93.34% | 1.13% |
| 30 Sep, 23 | 90.71% | 1.05% |
| 30 Jun, 23 | 93.05% | 0.96% |
| 31 Mar, 23 | 98.21% | 1.13% |
| 31 Dec, 22 | 93.11% | 1.34% |
| 30 Sep, 22 | 83.28% | 1.20% |
| 30 Jun, 22 | 83.24% | 1.28% |
| 31 Mar, 22 | 80.54% | 0.86% |
| 31 Dec, 21 | 96.51% | 1.02% |
| 30 Sep, 21 | 97.04% | 1.00% |
| 30 Jun, 21 | 98.54% | 1.01% |
| 31 Mar, 21 | 98.69% | 0.88% |
| 31 Dec, 20 | 105.99% | 1.08% |
| 30 Sep, 20 | 99.21% | 1.02% |
| 30 Jun, 20 | 98.54% | 1.01% |
| 31 Mar, 20 | 98.97% | 1.04% |
| 31 Dec, 19 | 97.60% | 1.03% |
| 30 Sep, 19 | 97.43% | 1.13% |
| 30 Jun, 19 | 92.93% | 1.05% |
| 31 Mar, 19 | 94.25% | 1.06% |
| 31 Dec, 18 | 94.26% | 1.10% |
| 30 Sep, 18 | 92.40% | 1.06% |
| 30 Jun, 18 | 93.45% | 1.05% |
| 31 Mar, 18 | 94.37% | 1.06% |
| 31 Dec, 17 | 94.25% | 1.02% |
| 30 Sep, 17 | 95.96% | 1.03% |
| 30 Jun, 17 | 96.53% | 1.07% |
| 31 Mar, 17 | 95.17% | 0.96% |
| 31 Dec, 16 | 99.68% | 1.00% |
| 30 Sep, 16 | 99.60% | 0.97% |
| 30 Jun, 16 | 101.16% | 0.96% |
| 31 Mar, 16 | 102.82% | 1.11% |
| 31 Dec, 15 | 96.21% | 1.02% |
| 30 Sep, 15 | 97.15% | 1.03% |
| 30 Jun, 15 | 96.95% | 1.00% |
| 31 Mar, 15 | 98.55% | 1.04% |
| 31 Dec, 14 | 97.29% | 1.02% |
| 30 Sep, 14 | 97.60% | 0.99% |
| 30 Jun, 14 | 99.13% | 1.02% |
| 31 Mar, 14 | 98.52% | 1.00% |
| 31 Dec, 13 | 99.03% | 0.99% |
| 30 Sep, 13 | 100.13% | 1.04% |
| 30 Jun, 13 | 98.10% | 4.12% |
| 31 Mar, 13 | 48.78% | 1.93% |
| 31 Dec, 12 | 50.30% | 2.36% |
| 30 Sep, 12 | 46.16% | 1.72% |
| 30 Jun, 12 | 51.81% | 2.68% |
| 31 Mar, 12 | 43.93% | 1.88% |
| 31 Dec, 11 | 48.38% | 2.22% |
| 30 Sep, 11 | 46.69% | 1.99% |
| 30 Jun, 11 | 48.44% | 2.41% |
| 31 Mar, 11 | 44.79% | 3.40% |
| 31 Dec, 10 | 36.27% | 2.31% |
| 30 Sep, 10 | 39.61% | 2.39% |
| 30 Jun, 10 | 40.67% | 1.43% |
| 31 Mar, 10 | 53.31% | 2.77% |
| 31 Dec, 09 | 43.89% | 2.18% |
| 30 Sep, 09 | 44.87% | 2.52% |
| 30 Jun, 09 | 42.24% | 2.64% |
| 31 Mar, 09 | 40.00% | 1.53% |
| 31 Dec, 08 | 51.10% | 2.10% |
| 30 Sep, 08 | 49.33% | 3.18% |
| 30 Jun, 08 | 39.41% | 1.92% |
| 31 Mar, 08 | 45.32% | 2.15% |
| 31 Dec, 07 | 45.89% | 1.65% |
| 30 Sep, 07 | 52.68% | 1.80% |
| 30 Jun, 07 | 54.04% | 2.15% |
| 31 Mar, 07 | 50.08% | 2.08% |
| 31 Dec, 06 | 49.13% | 2.09% |
| 30 Sep, 06 | 48.50% | 0.25% |
| 30 Jun, 06 | 140.63% | 6.85% |
| 31 Mar, 06 | 45.30% | 2.65% |
| 31 Dec, 05 | 41.33% | 4.23% |
| 30 Sep, 05 | 31.27% | 3.41% |
| 30 Jun, 05 | 30.28% | 3.56% |
| 31 Mar, 05 | 29.18% | 10.31% |
| 31 Dec, 04 | 16.83% | 2.01% |
| 30 Sep, 04 | 28.93% | 4.58% |
| 30 Jun, 04 | 25.14% | 5.70% |
| 31 Mar, 04 | 21.00% | 17.95% |
| 31 Dec, 03 | 10.82% | 5.95% |
| 30 Sep, 03 | 13.48% | 4.38% |
| 30 Jun, 03 | 17.54% | 10.89% |
| 31 Mar, 03 | 12.69% | 4.62% |
| 31 Dec, 02 | 16.58% | 11.70% |
| 30 Sep, 02 | 11.90% | 10.38% |
| 30 Jun, 02 | 10.71% | 14.02% |
| 31 Mar, 02 | 8.74% | 17.40% |
| 31 Dec, 01 | 7.09% | 9.82% |
| 30 Sep, 01 | 8.50% | 15.55% |
| 30 Jun, 01 | 7.39% | 17.87% |
| 31 Mar, 01 | 6.43% | 12.90% |
| 31 Dec, 00 | 7.06% | 6.16% |
| 30 Sep, 00 | 10.71% | 12.43% |
| 30 Jun, 00 | 9.28% | 20.80% |
| 31 Mar, 00 | 6.68% | 26.35% |
| 31 Dec, 99 | 5.03% | 20.84% |
| 30 Sep, 99 | 4.91% | 27.35% |
| 30 Jun, 99 | 4.24% | 21.99% |
| 31 Mar, 99 | 4.39% | - |
As of 30 Jun 24, Affiliated Managers Group is held by 88.94% institutional shareholders, representing a 1.07% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 180 | 0.56% |
| 31 Mar, 24 | 179 | -10.50% |
| 31 Dec, 23 | 200 | 35.14% |
| 30 Sep, 23 | 148 | -0.67% |
| 30 Jun, 23 | 149 | -24.75% |
| 31 Mar, 23 | 198 | -1.00% |
| 31 Dec, 22 | 200 | 31.58% |
| 30 Sep, 22 | 152 | 17.83% |
| 30 Jun, 22 | 129 | -11.03% |
| 31 Mar, 22 | 145 | -18.08% |
| 31 Dec, 21 | 177 | 42.74% |
| 30 Sep, 21 | 124 | -10.79% |
| 30 Jun, 21 | 139 | 2.21% |
| 31 Mar, 21 | 136 | 13.33% |
| 31 Dec, 20 | 120 | 20.00% |
| 30 Sep, 20 | 100 | -20.00% |
| 30 Jun, 20 | 125 | -3.85% |
| 31 Mar, 20 | 130 | -23.53% |
| 31 Dec, 19 | 170 | 17.24% |
| 30 Sep, 19 | 145 | -12.65% |
| 30 Jun, 19 | 166 | -18.63% |
| 31 Mar, 19 | 204 | -7.27% |
| 31 Dec, 18 | 220 | -0.90% |
| 30 Sep, 18 | 222 | -3.48% |
| 30 Jun, 18 | 230 | 6.98% |
| 31 Mar, 18 | 215 | -10.79% |
| 31 Dec, 17 | 241 | 22.34% |
| 30 Sep, 17 | 197 | -4.83% |
| 30 Jun, 17 | 207 | -20.38% |
| 31 Mar, 17 | 260 | -3.70% |
| 31 Dec, 16 | 270 | 20.54% |
| 30 Sep, 16 | 224 | -11.81% |
| 30 Jun, 16 | 254 | 11.40% |
| 31 Mar, 16 | 228 | 6.54% |
| 31 Dec, 15 | 214 | 2.39% |
| 30 Sep, 15 | 209 | -2.79% |
| 30 Jun, 15 | 215 | -0.92% |
| 31 Mar, 15 | 217 | -3.98% |
| 31 Dec, 14 | 226 | 10.24% |
| 30 Sep, 14 | 205 | -10.09% |
| 30 Jun, 14 | 228 | 6.54% |
| 31 Mar, 14 | 214 | 8.08% |
| 31 Dec, 13 | 198 | 11.86% |
| 30 Sep, 13 | 177 | -41.39% |
| 30 Jun, 13 | 302 | 184.91% |
| 31 Mar, 13 | 106 | 15.22% |
| 31 Dec, 12 | 92 | 21.05% |
| 30 Sep, 12 | 76 | -6.17% |
| 30 Jun, 12 | 81 | -6.90% |
| 31 Mar, 12 | 87 | 22.54% |
| 31 Dec, 11 | 71 | 5.97% |
| 30 Sep, 11 | 67 | 6.35% |
| 30 Jun, 11 | 63 | -1.56% |
| 31 Mar, 11 | 64 | 1.59% |
| 31 Dec, 10 | 63 | 6.78% |
| 30 Sep, 10 | 59 | 11.32% |
| 30 Jun, 10 | 53 | -11.67% |
| 31 Mar, 10 | 60 | - |
| 31 Dec, 09 | 60 | 1.69% |
| 30 Sep, 09 | 59 | -14.49% |
| 30 Jun, 09 | 69 | 25.45% |
| 31 Mar, 09 | 55 | -14.06% |
| 31 Dec, 08 | 64 | 12.28% |
| 30 Sep, 08 | 57 | -9.52% |
| 30 Jun, 08 | 63 | 31.25% |
| 31 Mar, 08 | 48 | -22.58% |
| 31 Dec, 07 | 62 | 14.81% |
| 30 Sep, 07 | 54 | - |
| 30 Jun, 07 | 54 | 5.88% |
| 31 Mar, 07 | 51 | -8.93% |
| 31 Dec, 06 | 56 | 19.15% |
| 30 Sep, 06 | 47 | 17.50% |
| 30 Jun, 06 | 40 | -16.67% |
| 31 Mar, 06 | 48 | 37.14% |
| 31 Dec, 05 | 35 | 2.94% |
| 30 Sep, 05 | 34 | -17.07% |
| 30 Jun, 05 | 41 | 20.59% |
| 31 Mar, 05 | 34 | 6.25% |
| 31 Dec, 04 | 32 | 10.34% |
| 30 Sep, 04 | 29 | 11.54% |
| 30 Jun, 04 | 26 | -43.48% |
| 31 Mar, 04 | 46 | 84.00% |
| 31 Dec, 03 | 25 | -21.88% |
| 30 Sep, 03 | 32 | 28.00% |
| 30 Jun, 03 | 25 | 13.64% |
| 31 Mar, 03 | 22 | 15.79% |
| 31 Dec, 02 | 19 | 5.56% |
| 30 Sep, 02 | 18 | - |
| 30 Jun, 02 | 18 | -5.26% |
| 31 Mar, 02 | 19 | 18.75% |
| 31 Dec, 01 | 16 | 45.45% |
| 30 Sep, 01 | 11 | -31.25% |
| 30 Jun, 01 | 16 | 77.78% |
| 31 Mar, 01 | 9 | - |
| 31 Dec, 00 | 9 | -18.18% |
| 30 Sep, 00 | 11 | -31.25% |
| 30 Jun, 00 | 16 | 100.00% |
| 31 Mar, 00 | 8 | 14.29% |
| 31 Dec, 99 | 7 | 16.67% |
| 30 Sep, 99 | 6 | -14.29% |
| 30 Jun, 99 | 7 | -22.22% |
| 31 Mar, 99 | 9 | - |
180 institutional shareholders have increased their position in AMG stock as of 30 Jun 24 compared to 179 in the previous quarter (a 0.56% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 148 | -1.99% |
| 31 Mar, 24 | 151 | 17.97% |
| 31 Dec, 23 | 128 | -15.23% |
| 30 Sep, 23 | 151 | -11.18% |
| 30 Jun, 23 | 170 | 23.19% |
| 31 Mar, 23 | 138 | 18.97% |
| 31 Dec, 22 | 116 | 2.65% |
| 30 Sep, 22 | 113 | -11.02% |
| 30 Jun, 22 | 127 | -2.31% |
| 31 Mar, 22 | 130 | 3.17% |
| 31 Dec, 21 | 126 | -10.00% |
| 30 Sep, 21 | 140 | 4.48% |
| 30 Jun, 21 | 134 | 4.69% |
| 31 Mar, 21 | 128 | 0.79% |
| 31 Dec, 20 | 127 | 2.42% |
| 30 Sep, 20 | 124 | 0.81% |
| 30 Jun, 20 | 123 | 14.95% |
| 31 Mar, 20 | 107 | -22.46% |
| 31 Dec, 19 | 138 | -11.54% |
| 30 Sep, 19 | 156 | -5.45% |
| 30 Jun, 19 | 165 | 7.84% |
| 31 Mar, 19 | 153 | -15.93% |
| 31 Dec, 18 | 182 | -5.21% |
| 30 Sep, 18 | 192 | 7.26% |
| 30 Jun, 18 | 179 | -18.64% |
| 31 Mar, 18 | 220 | 21.55% |
| 31 Dec, 17 | 181 | -5.24% |
| 30 Sep, 17 | 191 | 2.14% |
| 30 Jun, 17 | 187 | 3.89% |
| 31 Mar, 17 | 180 | -5.76% |
| 31 Dec, 16 | 191 | - |
| 30 Sep, 16 | 191 | 11.05% |
| 30 Jun, 16 | 172 | -7.03% |
| 31 Mar, 16 | 185 | -1.07% |
| 31 Dec, 15 | 187 | -1.06% |
| 30 Sep, 15 | 189 | -4.06% |
| 30 Jun, 15 | 197 | -5.29% |
| 31 Mar, 15 | 208 | 13.66% |
| 31 Dec, 14 | 183 | -7.58% |
| 30 Sep, 14 | 198 | 16.47% |
| 30 Jun, 14 | 170 | - |
| 31 Mar, 14 | 170 | -10.99% |
| 31 Dec, 13 | 191 | 3.80% |
| 30 Sep, 13 | 184 | 142.11% |
| 30 Jun, 13 | 76 | 13.43% |
| 31 Mar, 13 | 67 | 24.07% |
| 31 Dec, 12 | 54 | 10.20% |
| 30 Sep, 12 | 49 | -7.55% |
| 30 Jun, 12 | 53 | 20.45% |
| 31 Mar, 12 | 44 | 22.22% |
| 31 Dec, 11 | 36 | - |
| 30 Sep, 11 | 36 | -12.20% |
| 30 Jun, 11 | 41 | -2.38% |
| 31 Mar, 11 | 42 | 50.00% |
| 31 Dec, 10 | 28 | -3.45% |
| 30 Sep, 10 | 29 | -17.14% |
| 30 Jun, 10 | 35 | -14.63% |
| 31 Mar, 10 | 41 | 41.38% |
| 31 Dec, 09 | 29 | 3.57% |
| 30 Sep, 09 | 28 | 40.00% |
| 30 Jun, 09 | 20 | -20.00% |
| 31 Mar, 09 | 25 | 13.64% |
| 31 Dec, 08 | 22 | -38.89% |
| 30 Sep, 08 | 36 | 63.64% |
| 30 Jun, 08 | 22 | -31.25% |
| 31 Mar, 08 | 32 | 14.29% |
| 31 Dec, 07 | 28 | 21.74% |
| 30 Sep, 07 | 23 | -17.86% |
| 30 Jun, 07 | 28 | -3.45% |
| 31 Mar, 07 | 29 | 20.83% |
| 31 Dec, 06 | 24 | 33.33% |
| 30 Sep, 06 | 18 | -14.29% |
| 30 Jun, 06 | 21 | -8.70% |
| 31 Mar, 06 | 23 | 21.05% |
| 31 Dec, 05 | 19 | - |
| 30 Sep, 05 | 19 | 11.76% |
| 30 Jun, 05 | 17 | - |
| 31 Mar, 05 | 17 | 13.33% |
| 31 Dec, 04 | 15 | 25.00% |
| 30 Sep, 04 | 12 | - |
| 30 Jun, 04 | 12 | 500.00% |
| 31 Mar, 04 | 2 | -87.50% |
| 31 Dec, 03 | 16 | 45.45% |
| 30 Sep, 03 | 11 | 37.50% |
| 30 Jun, 03 | 8 | 33.33% |
| 31 Mar, 03 | 6 | - |
| 31 Dec, 02 | 6 | -14.29% |
| 30 Sep, 02 | 7 | - |
| 30 Jun, 02 | 7 | -12.50% |
| 31 Mar, 02 | 8 | 166.67% |
| 31 Dec, 01 | 3 | -50.00% |
| 30 Sep, 01 | 6 | 100.00% |
| 30 Jun, 01 | 3 | -75.00% |
| 31 Mar, 01 | 12 | 50.00% |
| 31 Dec, 00 | 8 | - |
| 30 Sep, 00 | 8 | 60.00% |
| 30 Jun, 00 | 5 | 25.00% |
| 31 Mar, 00 | 4 | 100.00% |
| 31 Dec, 99 | 2 | 100.00% |
| 30 Sep, 99 | 1 | -50.00% |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | - | - |
148 institutional shareholders have reduced their position in AMG stock as of 30 Jun 24 compared to 151 in the previous quarter (a -1.99% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 390 | -3.47% | 29,171,532 | -2.58% | 88.94% | 1.07% | 180 | 0.56% | 148 | -1.99% |
| 31 Mar, 24 | 404 | 4.39% | 29,944,914 | -4.81% | 91.30% | 1.05% | 179 | -10.50% | 151 | 17.97% |
| 31 Dec, 23 | 387 | 8.40% | 31,456,818 | -0.63% | 93.34% | 1.13% | 200 | 35.14% | 128 | -15.23% |
| 30 Sep, 23 | 357 | -7.51% | 31,657,291 | -5.23% | 90.71% | 1.05% | 148 | -0.67% | 151 | -11.18% |
| 30 Jun, 23 | 386 | -1.78% | 33,405,803 | -5.25% | 93.05% | 0.96% | 149 | -24.75% | 170 | 23.19% |
| 31 Mar, 23 | 393 | 5.65% | 35,257,869 | 0.98% | 98.21% | 1.13% | 198 | -1.00% | 138 | 18.97% |
| 31 Dec, 22 | 372 | 13.07% | 34,914,934 | -3.62% | 93.11% | 1.34% | 200 | 31.58% | 116 | 2.65% |
| 30 Sep, 22 | 329 | 6.82% | 36,226,889 | -2.20% | 83.28% | 1.20% | 152 | 17.83% | 113 | -11.02% |
| 30 Jun, 22 | 308 | -8.33% | 37,040,908 | -1.94% | 83.24% | 1.28% | 129 | -11.03% | 127 | -2.31% |
| 31 Mar, 22 | 336 | -8.70% | 37,773,233 | -3.59% | 80.54% | 0.86% | 145 | -18.08% | 130 | 3.17% |
| 31 Dec, 21 | 368 | 9.52% | 39,181,154 | -1.76% | 96.51% | 1.02% | 177 | 42.74% | 126 | -10.00% |
| 30 Sep, 21 | 336 | -0.59% | 39,882,707 | -2.71% | 97.04% | 1.00% | 124 | -10.79% | 140 | 4.48% |
| 30 Jun, 21 | 338 | 5.96% | 40,994,123 | -2.49% | 98.54% | 1.01% | 139 | 2.21% | 134 | 4.69% |
| 31 Mar, 21 | 319 | 7.41% | 42,042,141 | -6.89% | 98.69% | 0.88% | 136 | 13.33% | 128 | 0.79% |
| 31 Dec, 20 | 297 | 8.79% | 45,150,966 | -1.70% | 105.99% | 1.08% | 120 | 20.00% | 127 | 2.42% |
| 30 Sep, 20 | 273 | -6.83% | 45,932,696 | -1.25% | 99.21% | 1.02% | 100 | -20.00% | 124 | 0.81% |
| 30 Jun, 20 | 293 | - | 46,512,468 | -0.58% | 98.54% | 1.01% | 125 | -3.85% | 123 | 14.95% |
| 31 Mar, 20 | 293 | -16.76% | 46,785,022 | -1.97% | 98.97% | 1.04% | 130 | -23.53% | 107 | -22.46% |
| 31 Dec, 19 | 352 | -4.86% | 47,726,828 | -2.80% | 97.60% | 1.03% | 170 | 17.24% | 138 | -11.54% |
| 30 Sep, 19 | 370 | -7.73% | 49,103,082 | 3.61% | 97.43% | 1.13% | 145 | -12.65% | 156 | -5.45% |
| 30 Jun, 19 | 401 | -9.28% | 47,394,056 | -3.08% | 92.93% | 1.05% | 166 | -18.63% | 165 | 7.84% |
| 31 Mar, 19 | 442 | -4.12% | 48,901,604 | -3.21% | 94.25% | 1.06% | 204 | -7.27% | 153 | -15.93% |
| 31 Dec, 18 | 461 | -6.87% | 50,523,355 | 2.97% | 94.26% | 1.10% | 220 | -0.90% | 182 | -5.21% |
| 30 Sep, 18 | 495 | -3.51% | 49,065,725 | -2.77% | 92.40% | 1.06% | 222 | -3.48% | 192 | 7.26% |
| 30 Jun, 18 | 513 | -4.11% | 50,465,540 | -2.06% | 93.45% | 1.05% | 230 | 6.98% | 179 | -18.64% |
| 31 Mar, 18 | 535 | - | 51,528,558 | -2.37% | 94.37% | 1.06% | 215 | -10.79% | 220 | 21.55% |
| 31 Dec, 17 | 535 | 8.74% | 52,780,887 | -1.43% | 94.25% | 1.02% | 241 | 22.34% | 181 | -5.24% |
| 30 Sep, 17 | 492 | -0.81% | 53,547,416 | -1.48% | 95.96% | 1.03% | 197 | -4.83% | 191 | 2.14% |
| 30 Jun, 17 | 496 | -6.24% | 54,349,175 | 0.72% | 96.53% | 1.07% | 207 | -20.38% | 187 | 3.89% |
| 31 Mar, 17 | 529 | -2.58% | 53,961,216 | -1.58% | 95.17% | 0.96% | 260 | -3.70% | 180 | -5.76% |
| 31 Dec, 16 | 543 | 6.05% | 54,825,297 | 2.13% | 99.68% | 1.00% | 270 | 20.54% | 191 | - |
| 30 Sep, 16 | 512 | -0.58% | 53,683,398 | -1.36% | 99.60% | 0.97% | 224 | -11.81% | 191 | 11.05% |
| 30 Jun, 16 | 515 | 5.75% | 54,422,715 | -1.98% | 101.16% | 0.96% | 254 | 11.40% | 172 | -7.03% |
| 31 Mar, 16 | 487 | 0.62% | 55,522,310 | 6.28% | 102.82% | 1.11% | 228 | 6.54% | 185 | -1.07% |
| 31 Dec, 15 | 484 | -1.43% | 52,240,054 | -0.78% | 96.21% | 1.02% | 214 | 2.39% | 187 | -1.06% |
| 30 Sep, 15 | 491 | -2.58% | 52,652,877 | -0.53% | 97.15% | 1.03% | 209 | -2.79% | 189 | -4.06% |
| 30 Jun, 15 | 504 | 1.41% | 52,932,830 | -1.98% | 96.95% | 1.00% | 215 | -0.92% | 197 | -5.29% |
| 31 Mar, 15 | 497 | 0.81% | 54,003,690 | 0.38% | 98.55% | 1.04% | 217 | -3.98% | 208 | 13.66% |
| 31 Dec, 14 | 493 | 1.65% | 53,800,968 | -0.86% | 97.29% | 1.02% | 226 | 10.24% | 183 | -7.58% |
| 30 Sep, 14 | 485 | 2.54% | 54,266,794 | -1.19% | 97.60% | 0.99% | 205 | -10.09% | 198 | 16.47% |
| 30 Jun, 14 | 473 | 1.50% | 54,919,527 | 3.80% | 99.13% | 1.02% | 228 | 6.54% | 170 | - |
| 31 Mar, 14 | 466 | 1.30% | 52,906,882 | 0.61% | 98.52% | 1.00% | 214 | 8.08% | 170 | -10.99% |
| 31 Dec, 13 | 460 | 9.79% | 52,584,643 | -1.29% | 99.03% | 0.99% | 198 | 11.86% | 191 | 3.80% |
| 30 Sep, 13 | 419 | 0.48% | 53,269,239 | 2.26% | 100.13% | 1.04% | 177 | -41.39% | 184 | 142.11% |
| 30 Jun, 13 | 417 | 124.19% | 52,092,724 | 102.63% | 98.10% | 4.12% | 302 | 184.91% | 76 | 13.43% |
| 31 Mar, 13 | 186 | 11.38% | 25,708,212 | -1.14% | 48.78% | 1.93% | 106 | 15.22% | 67 | 24.07% |
| 31 Dec, 12 | 167 | 11.33% | 26,005,559 | 8.98% | 50.30% | 2.36% | 92 | 21.05% | 54 | 10.20% |
| 30 Sep, 12 | 150 | - | 23,862,111 | -10.39% | 46.16% | 1.72% | 76 | -6.17% | 49 | -7.55% |
| 30 Jun, 12 | 150 | 3.45% | 26,627,821 | 17.47% | 51.81% | 2.68% | 81 | -6.90% | 53 | 20.45% |
| 31 Mar, 12 | 145 | 16.94% | 22,667,066 | -9.02% | 43.93% | 1.88% | 87 | 22.54% | 44 | 22.22% |
| 31 Dec, 11 | 124 | 3.33% | 24,913,702 | 2.81% | 48.38% | 2.22% | 71 | 5.97% | 36 | - |
| 30 Sep, 11 | 120 | -1.64% | 24,233,733 | -3.97% | 46.69% | 1.99% | 67 | 6.35% | 36 | -12.20% |
| 30 Jun, 11 | 122 | - | 25,235,110 | 8.77% | 48.44% | 2.41% | 63 | -1.56% | 41 | -2.38% |
| 31 Mar, 11 | 122 | 15.09% | 23,200,027 | 34.93% | 44.79% | 3.40% | 64 | 1.59% | 42 | 50.00% |
| 31 Dec, 10 | 106 | -4.50% | 17,194,162 | -15.21% | 36.27% | 2.31% | 63 | 6.78% | 28 | -3.45% |
| 30 Sep, 10 | 111 | 7.77% | 20,278,134 | 11.81% | 39.61% | 2.39% | 59 | 11.32% | 29 | -17.14% |
| 30 Jun, 10 | 103 | -8.04% | 18,136,926 | -19.76% | 40.67% | 1.43% | 53 | -11.67% | 35 | -14.63% |
| 31 Mar, 10 | 112 | 9.80% | 22,602,714 | 24.43% | 53.31% | 2.77% | 60 | - | 41 | 41.38% |
| 31 Dec, 09 | 102 | 5.15% | 18,164,467 | -3.27% | 43.89% | 2.18% | 60 | 1.69% | 29 | 3.57% |
| 30 Sep, 09 | 97 | 1.04% | 18,779,099 | 7.26% | 44.87% | 2.52% | 59 | -14.49% | 28 | 40.00% |
| 30 Jun, 09 | 96 | 11.63% | 17,507,398 | 9.37% | 42.24% | 2.64% | 69 | 25.45% | 20 | -20.00% |
| 31 Mar, 09 | 86 | -9.47% | 16,007,217 | -21.73% | 40.00% | 1.53% | 55 | -14.06% | 25 | 13.64% |
| 31 Dec, 08 | 95 | -12.04% | 20,451,963 | 4.89% | 51.10% | 2.10% | 64 | 12.28% | 22 | -38.89% |
| 30 Sep, 08 | 108 | 11.34% | 19,497,929 | 25.88% | 49.33% | 3.18% | 57 | -9.52% | 36 | 63.64% |
| 30 Jun, 08 | 97 | 6.59% | 15,489,597 | -0.85% | 39.41% | 1.92% | 63 | 31.25% | 22 | -31.25% |
| 31 Mar, 08 | 91 | -9.90% | 15,622,717 | -1.24% | 45.32% | 2.15% | 48 | -22.58% | 32 | 14.29% |
| 31 Dec, 07 | 101 | 16.09% | 15,819,446 | 0.57% | 45.89% | 1.65% | 62 | 14.81% | 28 | 21.74% |
| 30 Sep, 07 | 87 | -7.45% | 15,729,897 | -2.47% | 52.68% | 1.80% | 54 | - | 23 | -17.86% |
| 30 Jun, 07 | 94 | 5.62% | 16,129,053 | 8.45% | 54.04% | 2.15% | 54 | 5.88% | 28 | -3.45% |
| 31 Mar, 07 | 89 | -2.20% | 14,872,640 | -3.24% | 50.08% | 2.08% | 51 | -8.93% | 29 | 20.83% |
| 31 Dec, 06 | 91 | 21.33% | 15,371,086 | 4.35% | 49.13% | 2.09% | 56 | 19.15% | 24 | 33.33% |
| 30 Sep, 06 | 75 | 5.63% | 14,730,063 | -66.45% | 48.50% | 0.25% | 47 | 17.50% | 18 | -14.29% |
| 30 Jun, 06 | 71 | -10.13% | 43,909,870 | 187.82% | 140.63% | 6.85% | 40 | -16.67% | 21 | -8.70% |
| 31 Mar, 06 | 79 | 29.51% | 15,255,954 | 9.59% | 45.30% | 2.65% | 48 | 37.14% | 23 | 21.05% |
| 31 Dec, 05 | 61 | 3.39% | 13,921,414 | 31.23% | 41.33% | 4.23% | 35 | 2.94% | 19 | - |
| 30 Sep, 05 | 59 | -11.94% | 10,608,214 | 4.31% | 31.27% | 3.41% | 34 | -17.07% | 19 | 11.76% |
| 30 Jun, 05 | 67 | 17.54% | 10,170,039 | 4.63% | 30.28% | 3.56% | 41 | 20.59% | 17 | - |
| 31 Mar, 05 | 57 | 9.62% | 9,719,829 | 73.42% | 29.18% | 10.31% | 34 | 6.25% | 17 | 13.33% |
| 31 Dec, 04 | 52 | 18.18% | 5,604,882 | -33.99% | 16.83% | 2.01% | 32 | 10.34% | 15 | 25.00% |
| 30 Sep, 04 | 44 | 12.82% | 8,490,960 | 16.51% | 28.93% | 4.58% | 29 | 11.54% | 12 | - |
| 30 Jun, 04 | 39 | -18.75% | 7,287,788 | 14.52% | 25.14% | 5.70% | 26 | -43.48% | 12 | 500.00% |
| 31 Mar, 04 | 48 | 9.09% | 6,363,696 | 94.12% | 21.00% | 17.95% | 46 | 84.00% | 2 | -87.50% |
| 31 Dec, 03 | 44 | -2.22% | 3,278,280 | -23.65% | 10.82% | 5.95% | 25 | -21.88% | 16 | 45.45% |
| 30 Sep, 03 | 45 | 15.38% | 4,293,699 | -22.45% | 13.48% | 4.38% | 32 | 28.00% | 11 | 37.50% |
| 30 Jun, 03 | 39 | 30.00% | 5,536,689 | 35.97% | 17.54% | 10.89% | 25 | 13.64% | 8 | 33.33% |
| 31 Mar, 03 | 30 | 15.38% | 4,072,042 | -23.45% | 12.69% | 4.62% | 22 | 15.79% | 6 | - |
| 31 Dec, 02 | 26 | 4.00% | 5,319,422 | 35.97% | 16.58% | 11.70% | 19 | 5.56% | 6 | -14.29% |
| 30 Sep, 02 | 25 | -7.41% | 3,912,108 | 9.70% | 11.90% | 10.38% | 18 | - | 7 | - |
| 30 Jun, 02 | 27 | - | 3,566,193 | 22.38% | 10.71% | 14.02% | 18 | -5.26% | 7 | -12.50% |
| 31 Mar, 02 | 27 | 28.57% | 2,914,021 | 23.33% | 8.74% | 17.40% | 19 | 18.75% | 8 | 166.67% |
| 31 Dec, 01 | 21 | 16.67% | 2,362,841 | -16.42% | 7.09% | 9.82% | 16 | 45.45% | 3 | -50.00% |
| 30 Sep, 01 | 18 | -14.29% | 2,826,979 | 15.30% | 8.50% | 15.55% | 11 | -31.25% | 6 | 100.00% |
| 30 Jun, 01 | 21 | - | 2,451,766 | 15.17% | 7.39% | 17.87% | 16 | 77.78% | 3 | -75.00% |
| 31 Mar, 01 | 21 | 10.53% | 2,128,876 | -8.91% | 6.43% | 12.90% | 9 | - | 12 | 50.00% |
| 31 Dec, 00 | 19 | -9.52% | 2,337,081 | -34.30% | 7.06% | 6.16% | 9 | -18.18% | 8 | - |
| 30 Sep, 00 | 21 | - | 3,557,234 | 15.15% | 10.71% | 12.43% | 11 | -31.25% | 8 | 60.00% |
| 30 Jun, 00 | 21 | 61.54% | 3,089,209 | 35.69% | 9.28% | 20.80% | 16 | 100.00% | 5 | 25.00% |
| 31 Mar, 00 | 13 | 30.00% | 2,276,687 | 32.67% | 6.68% | 26.35% | 8 | 14.29% | 4 | 100.00% |
| 31 Dec, 99 | 10 | 25.00% | 1,716,005 | -26.64% | 5.03% | 20.84% | 7 | 16.67% | 2 | 100.00% |
| 30 Sep, 99 | 8 | -20.00% | 2,339,032 | 5.40% | 4.91% | 27.35% | 6 | -14.29% | 1 | -50.00% |
| 30 Jun, 99 | 10 | 11.11% | 2,219,169 | 18.13% | 4.24% | 21.99% | 7 | -22.22% | 2 | - |
| 31 Mar, 99 | 9 | - | 1,878,507 | - | 4.39% | - | 9 | - | - | - |
Affiliated Managers Group Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Affiliated Managers Group's stock was made by Palandjian Tracy P. on Aug 16 2024, selling 1,020 shares at - per share (valued at -).
Affiliated Managers Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2025 | - | 1 | - |
| Q3 2024 | 24 | 15 | 160.00% |
| Q2 2024 | - | 2 | - |
| Q1 2024 | 43 | 31 | 138.71% |
| Q4 2023 | 2 | 1 | 200.00% |
| Q3 2023 | 20 | 16 | 125.00% |
| Q2 2023 | 1 | 2 | 50.00% |
| Q1 2023 | 42 | 30 | 140.00% |
| Q4 2022 | 1 | 2 | 50.00% |
| Q3 2022 | 22 | 18 | 122.22% |
| Q1 2022 | 25 | 29 | 86.21% |
| Q4 2021 | 1 | 2 | 50.00% |
| Q3 2021 | 16 | 10 | 160.00% |
| Q1 2021 | 14 | 6 | 233.33% |
| Q4 2020 | 4 | - | - |
| Q3 2020 | 13 | - | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 21 | 8 | 262.50% |
| Q4 2019 | 1 | 2 | 50.00% |
| Q3 2019 | 14 | 2 | 700.00% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Affiliated Managers Group's insiders, as of Q1 2025.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2025 | - | - | - |
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 1 | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 1 | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | 3 | - | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 5 | - | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | 1 | 1 | 100.00% |
As of Q1 2025, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Affiliated Managers Group's stocks.
AMG Ownership FAQ
Who Owns Affiliated Managers Group?
Affiliated Managers Group is owned by institutional shareholders (88.94%), insiders (2.84%), and public (8.23%). The largest institutional shareholder of Affiliated Managers Group is VANGUARD GROUP INC (10.59% of total shares) and the top mutual fund owner is Manager Directed Portfolios (1.16% of total shares).
Who are the major institutional shareholders of Affiliated Managers Group?
Affiliated Managers Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., MORGAN STANLEY, CLARKSTON CAPITAL PARTNERS, LLC, and ARIEL INVESTMENTS, LLC. The top five shareholders own together 36.70% of the company's share outstanding.
How many Affiliated Managers Group shareholders are there?
As of Jun 2024, there are 390 institutional shareholders of Affiliated Managers Group.
What percentage of Affiliated Managers Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 3.47M shares of Affiliated Managers Group, representing 10.59% of the company's total shares outstanding, valued at $542.67M (as of Jun 2024).
What percentage of Affiliated Managers Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 3.08M shares of Affiliated Managers Group (AMG), compromising 9.39% of the company, valued at $480.97M.
What percentage of Affiliated Managers Group is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of Affiliated Managers Group. The company owns 2.21M of the company's shares outstanding (worth $346.01M).