Security record · archived quarter
AMG
Affiliated Managers Group, Inc. · Financial Services · Asset Management
127Tracked holders
-3Δ holders
18.54MShares held
$5.34BReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow -5.1% ·
net new positions -1.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 127 | +3 | 17.06M | $5.76B | +7 | −5 |
| 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 | n/a | −2 |
| Q4 2024 | 16 | +2 | 3.22M | $596.17M | +2 | n/a |
| Q3 2024 | 13 | -1 | 2.02M | $359.10M | n/a | −1 |
| Q2 2024 | 14 | n/a | 2.26M | $353.66M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.80M | -0.8% | $806.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 2 | The Vanguard Group ✦ (passive) | 2.68M | -3.2% | $773.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 3 | Morgan Stanley ✦ | 1.71M | -12.1% | $491.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 4 | Boston Partners | 1.14M | n/a | $327.76M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 5 | State Street Global Advisors ✦ (passive) | 929.40K | -3.6% | $267.93M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Millennium Management ✦ | 796.01K | -21.7% | $229.47M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 699.45K | n/a | $201.64M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Geode Capital Management ✦ (passive) | 551.15K | +8.1% | $158.92M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Allianz Asset Management GmbH | 426.65K | n/a | $122.99M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 10 | Norges Bank ✦ (passive) | 394.56K | New | $113.74M | 0.0% | New | 1 | SEC ↗ |
| 11 | Northern Trust Corp | 325.70K | n/a | $93.89M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 12 | Citadel Advisors ✦ | 319.44K | -50.5% | $92.09M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 13 | Charles Schwab Investment… | 305.60K | n/a | $88.10M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 295.42K | n/a | $85.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bank of New York Mellon Corp | 247.19K | n/a | $71.26M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 16 | Fisher Asset Management ✦ | 243.83K | +19.7% | $70.29M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 242.29K | -0.8% | $69.85M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 236.90K | n/a | $68.44M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 19 | Bank Of America Corp /De/ | 233.33K | n/a | $67.26M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 20 | Balyasny Asset Management L.P. | 231.68K | n/a | $66.79M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Holocene Advisors, LP | 184.01K | n/a | $53.05M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 181.84K | -1.0% | $52.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Goldman Sachs Group ✦ | 161.65K | +28.2% | $46.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Alyeska Investment Group, L.P. | 145.48K | n/a | $41.94M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 133.90K | -46.7% | $38.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 26 | Artisan Partners Limited Partnership | 130.11K | n/a | $37.51M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Nomura Asset Management… | 122.91K | n/a | $35.43M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Caisse De Depot Et Placement Du… | 106.10K | n/a | $30.59M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Sei Investments Co | 102.30K | n/a | $29.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 30 | First Trust Advisors Lp | 102.03K | n/a | $29.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | UBS AM, a distinct business unit of… | 100.59K | n/a | $29.00M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 32 | Invesco Ltd. | 96.72K | n/a | $27.88M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 33 | Victory Capital Management Inc | 94.50K | n/a | $27.24M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | New York State Common Retirement… | 91.54K | n/a | $26.39M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Alliancebernstein L.P. | 86.64K | n/a | $24.98M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 86.04K | n/a | $24.80M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Man Group plc | 84.33K | n/a | $24.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Rhumbline Advisers | 76.39K | n/a | $22.02M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Loomis Sayles & Co L P | 74.28K | n/a | $21.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | California Public Employees… | 67.33K | n/a | $19.41M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 67.08K | n/a | $19.34M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Nuveen, LLC | 64.38K | n/a | $18.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Franklin Resources Inc | 63.09K | n/a | $18.19M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 44 | Principal Financial Group Inc | 60.50K | n/a | $17.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Citigroup Inc | 60.42K | n/a | $17.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 46 | Swiss National Bank | 56.10K | n/a | $16.17M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 52.71K | n/a | $15.20M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 48 | Deutsche Bank Ag\ | 51.35K | n/a | $14.80M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 49 | Ameriprise Financial Inc | 46.24K | n/a | $13.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Universal- Beteiligungs- und… | 44.40K | n/a | $12.83M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Legal & General Group Plc | 44.16K | n/a | $12.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Envestnet Asset Management Inc | 43.11K | n/a | $12.43M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Jane Street Group, Llc | 40.08K | n/a | $11.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 54 | Nordea Investment Management Ab | 39.78K | n/a | $11.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | D. E. Shaw & Co. ✦ | 39.26K | -12.0% | $11.32M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 39.25K | n/a | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Storebrand Asset Management As | 38.26K | n/a | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Robeco Institutional Asset… | 34.91K | n/a | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Barclays Plc | 29.06K | n/a | $8.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Assetmark, Inc | 28.11K | n/a | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | California State Teachers… | 26.77K | n/a | $7.72M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Corient Private Wealth LP | 51.12K | n/a | $7.53M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 63 | Arrowstreet Capital ✦ | 24.86K | 0.0% | $7.17M | 0.0% | Held | 7 | SEC ↗ |
| 64 | Mitsubishi UFJ Trust & Banking Corp | 24.77K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | BNP Paribas Asset Management… | 24.74K | n/a | $7.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 66 | Squarepoint Ops LLC | 23.52K | n/a | $6.78M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Hsbc Holdings Plc | 21.87K | n/a | $6.32M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 68 | State Board Of Administration Of… | 20.11K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Manufacturers Life Insurance… | 19.85K | n/a | $5.72M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Renaissance Technologies ✦ | 19.10K | -71.6% | $5.51M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 71 | Royal Bank Of Canada | 16.72K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 72 | Prudential Financial Inc | 16.29K | n/a | $4.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Bank Of Montreal /Can/ | 15.64K | n/a | $4.51M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 74 | Credit Agricole S A | 15.28K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bridgewater Associates ✦ | 13.16K | -8.2% | $3.79M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 76 | Janus Henderson Group Plc | 12.77K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | LPL Financial LLC | 11.78K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Grantham, Mayo, Van Otterloo & Co.… | 11.26K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Blair William & Co/Il | 10.72K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Amundi | 10.34K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Creative Planning | 9.83K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | State Of Wisconsin Investment Board | 9.43K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Zurcher Kantonalbank (Zurich… | 9.35K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Neuberger Berman Group LLC | 9.16K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 85 | Nomura Holdings Inc | 9.00K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | American Century Companies Inc | 8.69K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Mariner, LLC | 8.41K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Cetera Investment Advisers | 8.24K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Voya Investment Management Llc | 8.15K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Ensign Peak Advisors, Inc | 7.04K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Asset Management One Co., Ltd. | 5.92K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Focus Partners Wealth | 5.75K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Danske Bank A/S | 5.08K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 94 | Cwm, Llc | 4.94K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Pictet Asset Management Holding SA | 4.24K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Wealth Enhancement Advisory… | 3.61K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bnp Paribas Financial Markets | 3.78K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Cerity Partners LLC | 3.78K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 99 | Truist Financial Corp | 3.76K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | Hrt Financial Lp | 3.71K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $113.74M | 0.0% |
Exited
| Two Sigma Investments | $1.79M | was 0.0% |
| Point72 Asset Management | $900,983 | was 0.0% |
| Dodge & Cox | $572,232 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 540 holders, 24.68M shares, $6.50B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Aug 12
SC 13G/A: MORGAN STANLEY
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API