Security record · archived quarter
AMG
Affiliated Managers Group, Inc. · Financial Services · Asset Management
128Tracked holders
+1Δ holders
16.42MShares held
$4.54BReported value
+8New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth +0.8% ·
share flow -1.5% ·
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 Q1 2026
Ownership over time
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Vanguard Capital Management Llc | 1.17M | — | $325.05M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Boston Partners | 971.25K | -14.6% | $268.71M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 35 | Boston Partners | 971.25K | -14.6% | $268.71M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 36 | Boston Partners | 971.25K | -14.6% | $268.71M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 37 | Boston Partners | 971.25K | -14.6% | $268.71M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 38 | State Street Global Advisors ✦ (passive) | 926.73K | -0.3% | $256.43M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 39 | Dimensional Fund Advisors Lp | 718.31K | +2.7% | $198.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Dimensional Fund Advisors Lp | 718.31K | +2.7% | $198.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Dimensional Fund Advisors Lp | 718.31K | +2.7% | $198.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Dimensional Fund Advisors Lp | 718.31K | +2.7% | $198.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Dimensional Fund Advisors Lp | 718.31K | +2.7% | $198.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Geode Capital Management ✦ (passive) | 635.78K | +15.3% | $175.96M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 45 | Geode Capital Management ✦ (passive) | 635.78K | +15.3% | $175.96M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | Allianz Asset Management GmbH | 488.74K | +14.6% | $135.23M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 47 | Allianz Asset Management GmbH | 488.74K | +14.6% | $135.23M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank Of America Corp /De/ | 409.58K | +75.5% | $113.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank Of America Corp /De/ | 409.58K | +75.5% | $113.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank Of America Corp /De/ | 409.58K | +75.5% | $113.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of America Corp /De/ | 409.58K | +75.5% | $113.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of America Corp /De/ | 409.58K | +75.5% | $113.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 348.88K | +7.1% | $96.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Northern Trust Corp | 348.88K | +7.1% | $96.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 348.88K | +7.1% | $96.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 348.88K | +7.1% | $96.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 348.88K | +7.1% | $96.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Northern Trust Corp | 348.88K | +7.1% | $96.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Charles Schwab Investment… | 308.03K | +0.8% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Fisher Asset Management ✦ | 253.26K | +3.9% | $70.08M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 85 | Jane Street Group, Llc | 252.50K | +530.0% | $69.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Jane Street Group, Llc | 252.50K | +530.0% | $69.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Citadel Advisors ✦ | 247.22K | -22.6% | $68.41M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 88 | Raymond James Financial Inc | 231.46K | -2.3% | $63.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Raymond James Financial Inc | 231.46K | -2.3% | $63.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Raymond James Financial Inc | 231.46K | -2.3% | $63.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Raymond James Financial Inc | 231.46K | -2.3% | $63.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Raymond James Financial Inc | 231.46K | -2.3% | $63.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Caisse De Depot Et Placement Du… | 220.89K | +108.2% | $61.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 94 | Alliancebernstein L.P. | 206.10K | +137.9% | $59.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Goldman Sachs Group ✦ | 185.36K | +14.7% | $51.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 185.36K | +14.7% | $51.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Goldman Sachs Group ✦ | 185.36K | +14.7% | $51.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Goldman Sachs Group ✦ | 185.36K | +14.7% | $51.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | T. Rowe Price ✦ | 183.62K | -24.2% | $50.81M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 100 | T. Rowe Price ✦ | 183.62K | -24.2% | $50.81M | 0.0% | ▼ Trim | 8 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $113.74M | was 0.0% |
| Balyasny Asset Management L.P. | $66.79M | was 0.1% |
| Holocene Advisors, LP | $53.05M | was 0.1% |
| Alyeska Investment Group, L.P. | $41.94M | was 0.1% |
| Grantham, Mayo, Van Otterloo… | $3.25M | was 0.0% |
| Nomura Holdings Inc | $2.59M | was 0.0% |
| Hrt Financial Lp | $1.07M | was 0.0% |
| Mackenzie Financial Corp | $588,830 | 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.
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: Q1 2026 ·
Methodology ·
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