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
Institutional Holders of AMG
22 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager253K$70.1M16.9%0.0%Added+$2.6MQ1 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund247K$68.4M16.5%0.0%Added+$68.0MQ1 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund232K$66.8M16.1%0.1%NewQ4 2025
Holocene Advisors, LP
CIK 0001700574
Hedge Fund184K$53.0M12.8%0.1%NewQ4 2025
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund154K$42.7M10.3%0.0%Added+$31.8MQ1 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund110K$30.4M7.3%0.0%Added+$25.1MQ1 2026
Man Group plc
CIK 0001637460
Hedge Fund77K$21.3M5.1%0.0%Added+$1.2MQ1 2026
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund66K$18.3M4.4%0.1%Added+$10.4MQ1 2026
ARIEL INVESTMENTS, LLC
CIK 0000936753
Institutional Manager53K$14.7M3.6%0.2%Reduced$-297.3MQ1 2026
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund38K$10.9M2.6%0.1%NewQ4 2025
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund13K$3.5M0.9%0.0%Added+$3.3MQ1 2026
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund12K$3.3M0.8%0.0%NewQ1 2026
Grantham, Mayo, Van Otterloo & Co. LLC
CIK 0001352662
Institutional Manager11K$3.2M0.8%0.0%NewQ4 2025
Bridgewater Associates, LP
CIK 0001350694
Hedge Fund6K$1.8M0.4%0.0%Reduced$-1.8MQ1 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/
CIK 0000807985
Hedge Fund6K$1.5M0.4%0.1%Unchanged+$0Q1 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund5K$1.4M0.3%0.0%NewQ1 2026
Walleye Capital LLC
CIK 0001758720
Hedge Fund3K$743K0.2%0.0%Added+$687KQ1 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund2K$664K0.2%0.0%Added+$299KQ1 2026
GAMCO INVESTORS, INC. ET AL
CIK 0000807249
Institutional Manager2K$650K0.2%0.0%Added+$97KQ1 2026
DODGE & COX
CIK 0000200217
Institutional Manager2K$572K0.1%0.0%NewQ3 2025
Fisher Asset Management, LLCAdded
Institutional Manager
$70.1M· 16.9% of total· 0.0% port· 253K sh· +$2.6M QoQ· Q1 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$68.4M· 16.5% of total· 0.0% port· 247K sh· +$68.0M QoQ· Q1 2026
BALYASNY ASSET MANAGEMENT LLCNew
Hedge Fund
$66.8M· 16.1% of total· 0.1% port· 232K sh· QoQ· Q4 2025
Holocene Advisors, LPNew
Hedge Fund
$53.0M· 12.8% of total· 0.1% port· 184K sh· QoQ· Q4 2025
Qube Research & Technologies LtdAdded
Hedge Fund
$42.7M· 10.3% of total· 0.0% port· 154K sh· +$31.8M QoQ· Q1 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$30.4M· 7.3% of total· 0.0% port· 110K sh· +$25.1M QoQ· Q1 2026
Man Group plcAdded
Hedge Fund
$21.3M· 5.1% of total· 0.0% port· 77K sh· +$1.2M QoQ· Q1 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$18.3M· 4.4% of total· 0.1% port· 66K sh· +$10.4M QoQ· Q1 2026
ARIEL INVESTMENTS, LLCReduced
Institutional Manager
$14.7M· 3.6% of total· 0.2% port· 53K sh· $-297.3M QoQ· Q1 2026
ExodusPoint Capital Management, LPNew
Hedge Fund
$10.9M· 2.6% of total· 0.1% port· 38K sh· QoQ· Q4 2025
Brevan Howard Capital Management LPAdded
Hedge Fund
$3.5M· 0.9% of total· 0.0% port· 13K sh· +$3.3M QoQ· Q1 2026
TUDOR INVESTMENT CORP ET ALNew
Hedge Fund
$3.3M· 0.8% of total· 0.0% port· 12K sh· QoQ· Q1 2026
Grantham, Mayo, Van Otterloo & Co. LLCNew
Institutional Manager
$3.2M· 0.8% of total· 0.0% port· 11K sh· QoQ· Q4 2025
Bridgewater Associates, LPReduced
Hedge Fund
$1.8M· 0.4% of total· 0.0% port· 6K sh· $-1.8M QoQ· Q1 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/Unchanged
Hedge Fund
$1.5M· 0.4% of total· 0.1% port· 6K sh· +$0 QoQ· Q1 2026
TWO SIGMA INVESTMENTS, LPNew
Hedge Fund
$1.4M· 0.3% of total· 0.0% port· 5K sh· QoQ· Q1 2026
Walleye Capital LLCAdded
Hedge Fund
$743K· 0.2% of total· 0.0% port· 3K sh· +$687K QoQ· Q1 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$664K· 0.2% of total· 0.0% port· 2K sh· +$299K QoQ· Q1 2026
GAMCO INVESTORS, INC. ET ALAdded
Institutional Manager
$650K· 0.2% of total· 0.0% port· 2K sh· +$97K QoQ· Q1 2026
DODGE & COXNew
Institutional Manager
$572K· 0.1% of total· 0.0% port· 2K sh· QoQ· Q3 2025
Hudson Bay Capital Management LPNew
Hedge Fund
$519K· 0.1% of total· 0.0% port· 2K sh· QoQ· Q4 2025
Ancora Advisors, LLCAdded
Hedge Fund
$37K· 0.0% of total· 0.0% port· 133 sh· +$4K QoQ· Q1 2026
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