AFFILIATED MANAGERS GROUP (AMG): Institutional Ownership
Hedge funds and institutional managers reporting a position in AMG · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
22
13F filers
Aggregate Value
$414.6M
Across holders
Last Price
$341.98
2026-06-26
Sector
Financials
GICS
Holder activity8 new11 added2 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 253K | $70.1M | 16.9% | 0.0% | Added | +$2.6M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 247K | $68.4M | 16.5% | 0.0% | Added | +$68.0M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 232K | $66.8M | 16.1% | 0.1% | New | — | Q4 2025 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 184K | $53.0M | 12.8% | 0.1% | New | — | Q4 2025 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 154K | $42.7M | 10.3% | 0.0% | Added | +$31.8M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 110K | $30.4M | 7.3% | 0.0% | Added | +$25.1M | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 77K | $21.3M | 5.1% | 0.0% | Added | +$1.2M | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 66K | $18.3M | 4.4% | 0.1% | Added | +$10.4M | Q1 2026 |
| ARIEL INVESTMENTS, LLC CIK 0000936753 | Institutional Manager | 53K | $14.7M | 3.6% | 0.2% | Reduced | $-297.3M | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 38K | $10.9M | 2.6% | 0.1% | New | — | Q4 2025 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 13K | $3.5M | 0.9% | 0.0% | Added | +$3.3M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 12K | $3.3M | 0.8% | 0.0% | New | — | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 11K | $3.2M | 0.8% | 0.0% | New | — | Q4 2025 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 6K | $1.8M | 0.4% | 0.0% | Reduced | $-1.8M | Q1 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ CIK 0000807985 | Hedge Fund | 6K | $1.5M | 0.4% | 0.1% | Unchanged | +$0 | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 5K | $1.4M | 0.3% | 0.0% | New | — | Q1 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 3K | $743K | 0.2% | 0.0% | Added | +$687K | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 2K | $664K | 0.2% | 0.0% | Added | +$299K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 2K | $650K | 0.2% | 0.0% | Added | +$97K | Q1 2026 |
| DODGE & COX CIK 0000200217 | Institutional Manager | 2K | $572K | 0.1% | 0.0% | New | — | Q3 2025 |
Added
Institutional Manager
$70.1M· 16.9% of total· 0.0% port· 253K sh· +$2.6M QoQ· Q1 2026
Added
Hedge Fund
$68.4M· 16.5% of total· 0.0% port· 247K sh· +$68.0M QoQ· Q1 2026
New
Hedge Fund
$66.8M· 16.1% of total· 0.1% port· 232K sh· — QoQ· Q4 2025
New
Hedge Fund
$53.0M· 12.8% of total· 0.1% port· 184K sh· — QoQ· Q4 2025
Added
Hedge Fund
$42.7M· 10.3% of total· 0.0% port· 154K sh· +$31.8M QoQ· Q1 2026
Added
Hedge Fund
$30.4M· 7.3% of total· 0.0% port· 110K sh· +$25.1M QoQ· Q1 2026
Added
Hedge Fund
$21.3M· 5.1% of total· 0.0% port· 77K sh· +$1.2M QoQ· Q1 2026
Added
Hedge Fund
$18.3M· 4.4% of total· 0.1% port· 66K sh· +$10.4M QoQ· Q1 2026
Reduced
Institutional Manager
$14.7M· 3.6% of total· 0.2% port· 53K sh· $-297.3M QoQ· Q1 2026
New
Hedge Fund
$10.9M· 2.6% of total· 0.1% port· 38K sh· — QoQ· Q4 2025
Added
Hedge Fund
$3.5M· 0.9% of total· 0.0% port· 13K sh· +$3.3M QoQ· Q1 2026
New
Hedge Fund
$3.3M· 0.8% of total· 0.0% port· 12K sh· — QoQ· Q1 2026
New
Institutional Manager
$3.2M· 0.8% of total· 0.0% port· 11K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$1.8M· 0.4% of total· 0.0% port· 6K sh· $-1.8M QoQ· Q1 2026
Unchanged
Hedge Fund
$1.5M· 0.4% of total· 0.1% port· 6K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$1.4M· 0.3% of total· 0.0% port· 5K sh· — QoQ· Q1 2026
Added
Hedge Fund
$743K· 0.2% of total· 0.0% port· 3K sh· +$687K QoQ· Q1 2026
Added
Hedge Fund
$664K· 0.2% of total· 0.0% port· 2K sh· +$299K QoQ· Q1 2026
Added
Institutional Manager
$650K· 0.2% of total· 0.0% port· 2K sh· +$97K QoQ· Q1 2026
New
Institutional Manager
$572K· 0.1% of total· 0.0% port· 2K sh· — QoQ· Q3 2025
New
Hedge Fund
$519K· 0.1% of total· 0.0% port· 2K sh· — QoQ· Q4 2025
Added
Hedge Fund
$37K· 0.0% of total· 0.0% port· 133 sh· +$4K QoQ· Q1 2026
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