Affiliated Managers Group Inc (AMG) Ownership

158.90 ↓1.30 (-0.81%)
As of April 29, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Affiliated Managers Group Inc (AMG), owning a total of 3.7 million shares. Combined, the top 30 institutional holders of AMG own 92.36% of the company with a total of 30.8 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of AMG by 296 thousand shares. 10 institutions bought 868,435 total additional shares and increased their ownership by an average of 75.84%. However 9 institutions sold 572,213 total shares and decreased their ownership by an average of 5.24%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Affiliated Managers Group increased by a net total of 296,222 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.185%-3.539%3,668,046-134,5922023-12-31
BlackRock Inc10.091%-1.634%3,309,397-54,9742023-12-31
Morgan Stanley - Brokerage Accounts7.888%4.537%2,586,843112,2662023-12-31
Clarkston Capital Partners, LLC6.797%-0.958%2,228,982-21,5522023-12-31
FMR Inc5.094%5.568%1,670,44388,0982023-12-31
Ariel Investments, LLC3.789%4.591%1,242,69654,5502023-12-31
State Street Corporation3.155%-17.977%1,034,560-226,7482023-12-31
Southeastern Asset Management Inc2.691%-2.826%882,375-25,6642023-12-31
Kiltearn Partners LLP2.451%-4.932%803,814-41,7002023-12-31
Dimensional Fund Advisors, Inc.2.351%0.819%771,1046,2652023-12-31
Lyrical Asset Management LP2.071%-0.867%679,015-5,9372023-12-31
Geode Capital Management, LLC1.815%0.043%595,0852542023-12-31
Allianz Asset Management AG1.561%22.173%511,95892,9132023-12-31
Channing Capital Management, LLC1.447%688.892%474,542414,3892023-12-31
NORGES BANK1.334%-7.515%437,347-35,5352023-12-31
LGT Capital Partners Ltd.1.199%28.263%393,33086,6702023-12-31
Bank of New York Mellon Corp1.187%2.549%389,2289,6732023-12-31
Charles Schwab Investment Management Inc1.068%0.967%350,3843,3572023-12-31
Spyglass Capital Management LLC1.043%-6.939%342,140-25,5112023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.185%-3.539%3,668,046-134,5922023-12-31
BlackRock Inc10.091%-1.634%3,309,397-54,9742023-12-31
Morgan Stanley - Brokerage Accounts7.888%4.537%2,586,843112,2662023-12-31
Atlanta Capital Management Company,LLC6.805%0.416%2,440,14110,1162022-09-30
Clarkston Capital Partners, LLC6.797%-0.958%2,228,982-21,5522023-12-31
EdgePoint Investment Group, Inc.5.588%-30.691%1,832,474-811,4532023-09-30
FMR Inc5.094%5.568%1,670,44388,0982023-12-31
Ariel Investments, LLC3.789%4.591%1,242,69654,5502023-12-31
State Street Corporation3.155%-17.977%1,034,560-226,7482023-12-31
Southeastern Asset Management Inc2.691%-2.826%882,375-25,6642023-12-31
Kiltearn Partners LLP2.451%-4.932%803,814-41,7002023-12-31
Dimensional Fund Advisors, Inc.2.351%0.819%771,1046,2652023-12-31
Envestnet Asset Management Inc2.155%4,914.670%755,310740,2482023-03-31
JPMorgan Chase & Co1.837%8.323%691,92053,1612022-06-30
Lyrical Asset Management LP2.071%-0.867%679,015-5,9372023-12-31
Geode Capital Management, LLC1.815%0.043%595,0852542023-12-31
Allianz Asset Management AG1.561%22.173%511,95892,9132023-12-31
Channing Capital Management, LLC1.447%688.892%474,542414,3892023-12-31
Citadel Advisors Llc1.290%20.996%465,55380,7862022-12-31
Comerica Bank1.361%2,648.070%465,331448,3982023-06-30
NORGES BANK1.334%-7.515%437,347-35,5352023-12-31
Millennium Management LLC1.330%420.382%436,184352,3642023-09-30
LGT Capital Partners Ltd.1.199%28.263%393,33086,6702023-12-31
Bank of New York Mellon Corp1.187%2.549%389,2289,6732023-12-31
Victory Capital Management Inc.1.057%4.255%378,94415,4672022-12-31
Charles Schwab Investment Management Inc1.068%0.967%350,3843,3572023-12-31
Spyglass Capital Management LLC1.043%-6.939%342,140-25,5112023-12-31
Bruni J V & Co0.930%0.225%314,2757052023-09-30
Deutsche Bank AG0.883%193.732%312,399206,0442023-03-31
Northern Trust Corp0.912%-19.552%308,352-74,9402023-09-30

Mutual Fund Ownership

EdgePoint Global Portfolio Series F is the biggest individual fund holder of Affiliated Managers Group Inc (AMG), owning a total of 1.8 million shares. Combined, the top 28 mutual fund holders of AMG own 58.31% of the company with a total of 19.3 million shares.

In the latest ownership report on March 31st 2024, the top 28 fund holders increased their combined ownership of AMG by 258 thousand shares. 4 funds bought 15,887 total additional shares and increased their ownership by an average of 1.15%. However 5 funds sold 273,836 total shares and decreased their ownership by an average of 8.61%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Affiliated Managers Group decreased by a net total of -257,949 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Small Cap Index2.550%-4.029%836,370-35,1102024-03-31
Ariel Fund Investor1.798%-3.056%589,511-18,5862024-03-31
Vanguard Small Cap Value Index Inv1.719%-5.236%563,639-31,1422024-03-31
Kiltearn Global Equity1.640%-11.342%537,798-68,8002024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.543%1.107%506,0275,5422024-03-31
Clarkston Partners Founders1.525%-19.381%500,000-120,1982024-03-31
Longleaf Partners1.501%0.000%492,25202024-03-31
Lyrical U.S. Value Equity - CS1.126%0.625%369,1692,2922024-03-31
Lyrical U.S. Value Equity – EQ1.051%0.483%344,6111,6582024-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.843%2.368%276,4276,3952024-03-31
Clarkston Founders Institutional0.735%0.000%240,87902024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
EdgePoint Global Portfolio Series F5.345%-5.064%1,807,106-96,3942023-03-31
Clarkston Capital SMID Composite5.406%-0.418%1,772,965-7,4452023-12-31
Eaton Vance Atlanta Capital SMID-Cap I4.990%0.000%1,636,40502024-02-29
EdgePoint Global3.445%-31.047%1,129,810-508,7192023-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.156%-3.375%1,106,201-38,6322023-03-31
iShares Core S&P Mid-Cap ETF3.210%0.000%1,052,56002024-03-28
Vanguard Total Stock Mkt Idx Inv3.179%-0.140%1,042,542-1,4612024-02-29
EdgePoint Global Growth & Inc Port Sr F2.485%-10.721%840,001-100,8672023-03-31
Vanguard Small Cap Index2.550%-4.029%836,370-35,1102024-03-31
Ariel Fund Investor1.798%-3.056%589,511-18,5862024-03-31
Vanguard Small Cap Value Index Inv1.719%-5.236%563,639-31,1422024-03-31
Kiltearn Global Equity1.640%-11.342%537,798-68,8002024-03-31
EdgePoint Global Growth and Income1.623%-31.865%532,396-248,9892023-09-30
Vanguard Extended Market Index Investor1.449%0.539%507,8412,7202023-08-31
Vanguard Institutional Extnd Mkt Idx Tr1.543%1.107%506,0275,5422024-03-31
Clarkston Partners Founders1.525%-19.381%500,000-120,1982024-03-31
Longleaf Partners1.501%0.000%492,25202024-03-31
Fidelity Series Value Discovery1.474%7.277%483,53132,8002024-02-29
Strategic Advisers Fidelity US TtlStk1.350%5.081%442,61221,4002024-02-29
Fidelity® Series Value Discovery1.294%1.626%437,6317,0002023-11-30
Strategic Advisers® Fidelity US TtlStk1.100%0.048%371,8941792023-11-30
Lyrical U.S. Value Equity - CS1.126%0.625%369,1692,2922024-03-31
Clarkston Capital Mid Cap Composite1.072%-5.254%351,684-19,5002023-12-31
Lyrical U.S. Value Equity – EQ1.051%0.483%344,6111,6582024-03-31
Vanguard Strategic Equity Inv0.889%0.000%291,54202023-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.843%2.368%276,4276,3952024-03-31
Invesco S&P MidCap Quality ETF0.812%0.298%266,3157922024-03-28
Clarkston Founders Institutional0.735%0.000%240,87902024-03-31

Discussions

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turkeyday339/28/23 01:14pm

$AMG hold and buy… go green go!!!

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SayMyName9/3/23 03:12am

$AMG go green today and we gap up tomrrow

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gangganggang7/30/23 03:11pm

$AMG id rather have a dip then rip than a gap and crap

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ihatenewegg5/9/23 06:02am

$AMG It’s that TIME!! To Double down!

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