AMG
Affiliated Managers Group, Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow -5.3% ·
net new positions 0.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| 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 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 2.82M | 0.0% | $672.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 2.77M | -1.4% | $660.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 2.77M | -1.4% | $660.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 2.77M | -1.4% | $660.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passive) | 2.77M | -1.4% | $660.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passive) | 2.77M | -1.4% | $660.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passive) | 2.77M | -1.4% | $660.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.94M | — | $462.92M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Millennium Management ✦ | 1.02M | -35.2% | $242.51M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (passive) | 963.71K | -1.8% | $229.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 645.14K | +0.8% | $153.82M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 645.14K | +0.8% | $153.82M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 40 | Geode Capital Management ✦ (passive) | 509.83K | +1.1% | $121.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 41 | Geode Capital Management ✦ (passive) | 509.83K | +1.1% | $121.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 251.29K | — | $59.92M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 244.25K | +4.3% | $58.24M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | T. Rowe Price ✦ | 244.25K | +4.3% | $58.24M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | Fisher Asset Management ✦ | 203.72K | +21.0% | $48.57M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 183.71K | -1.2% | $43.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 183.71K | -1.2% | $43.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 183.71K | -1.2% | $43.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 126.08K | — | $30.06M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 126.08K | — | $30.06M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 126.08K | — | $30.06M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 126.08K | — | $30.06M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Renaissance Technologies ✦ | 67.30K | +51.6% | $16.05M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 65 | D. E. Shaw & Co. ✦ | 44.61K | -5.2% | $10.64M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 66 | Arrowstreet Capital ✦ | 24.86K | 0.0% | $5.93M | 0.0% | Held | 6 | SEC ↗ |
| 67 | Bridgewater Associates ✦ | 14.33K | -87.0% | $3.42M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 68 | Two Sigma Investments ✦ | 7.50K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 69 | Point72 Asset Management ✦ | 3.78K | -87.3% | $900,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | GAMCO Investors ✦ | 2.77K | +15.6% | $661,643 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 71 | Dodge & Cox ✦ | 2.40K | -20.0% | $572,232 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | Marshall Wace ✦ | 1.05K | -88.0% | $251,066 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $1.79M | 0.0% |
Exited
| Norges Bank | $71.78M | was 0.0% |
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.