AMG
Affiliated Managers Group, Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +6.0% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 129 | +3 | 17.10M | $5.77B | +7 | −3 |
| Q1 2026 | 128 | +1 | 16.42M | $4.54B | +8 | −8 |
| Q4 2025 | 127 | -3 | 18.54M | $5.34B | +1 | −3 |
| Q3 2025 | 21 | +1 | 11.85M | $2.83B | +1 | −1 |
| Q2 2025 | 18 | +1 | 10.55M | $2.08B | +2 | −1 |
| Q1 2025 | 14 | -2 | 4.13M | $694.77M | — | −2 |
| Q4 2024 | 16 | +2 | 3.22M | $596.17M | +2 | — |
| Q3 2024 | 13 | -1 | 2.02M | $359.10M | — | −1 |
| Q2 2024 | 14 | — | 2.26M | $353.66M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.02M | — | $189.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 521.50K | -0.9% | $96.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 521.50K | -0.9% | $96.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 371.42K | -3.5% | $68.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 351.03K | -17.0% | $64.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Millennium Management ✦ | 305.50K | +118.3% | $56.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 227.30K | +186.9% | $42.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 227.30K | +186.9% | $42.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 156.21K | +84.3% | $28.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 70.12K | -51.0% | $12.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bridgewater Associates ✦ | 69.89K | -11.9% | $12.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 45.40K | -54.5% | $8.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 24.86K | 0.0% | $4.60M | 0.0% | Held | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 21.57K | +18.0% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 19.63K | New | $3.63M | 0.0% | New | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 19.63K | New | $3.63M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 7.66K | -44.5% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Dodge & Cox ✦ | 6.50K | New | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 2.60K | -3.7% | $480,792 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $3.63M | 0.0% |
| Marshall Wace | $3.63M | 0.0% |
| Dodge & Cox | $1.20M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 327 shares, $6,410 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.