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 | 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.87M | +2.5% | $793.48M | 0.0% | ▲ Add | 4 | SEC ↗ ×17 |
| 2 | Morgan Stanley ✦ | 1.73M | +1.6% | $479.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 3 | Vanguard Capital Management Llc | 1.17M | n/a | $325.05M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Boston Partners | 971.25K | -14.6% | $268.71M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | State Street Global Advisors ✦ (passive) | 926.73K | -0.3% | $256.43M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 718.31K | +2.7% | $198.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Geode Capital Management ✦ (passive) | 635.78K | +15.3% | $175.96M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Allianz Asset Management GmbH | 488.74K | +14.6% | $135.23M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 409.58K | +75.5% | $113.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Northern Trust Corp | 348.88K | +7.1% | $96.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 11 | Invesco Ltd. | 316.49K | +227.2% | $87.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 12 | Charles Schwab Investment… | 308.03K | +0.8% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 300.26K | +21.5% | $83.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 14 | Fisher Asset Management ✦ | 253.26K | +3.9% | $70.08M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Jane Street Group, Llc | 252.50K | +530.0% | $69.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 247.22K | -22.6% | $68.41M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Raymond James Financial Inc | 231.46K | -2.3% | $63.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 18 | Caisse De Depot Et Placement Du… | 220.89K | +108.2% | $61.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Alliancebernstein L.P. | 206.10K | +137.9% | $59.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 185.36K | +14.7% | $51.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | T. Rowe Price ✦ | 183.62K | -24.2% | $50.81M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 179.97K | -1.0% | $49.80M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 23 | Artisan Partners Limited Partnership | 173.59K | +33.4% | $48.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 154.23K | +293.0% | $42.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 140.54K | +5.0% | $37.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 26 | UBS Group AG | 129.12K | -56.3% | $35.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Franklin Resources Inc | 119.61K | +89.6% | $33.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 28 | Renaissance Technologies ✦ | 109.75K | +474.6% | $30.37M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Sei Investments Co | 107.65K | +5.2% | $29.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | UBS AM, a distinct business unit of… | 103.47K | +2.9% | $28.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 31 | Nomura Asset Management… | 101.74K | -17.2% | $28.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 95.06K | +41.7% | $26.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 92.35K | +75.2% | $25.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 34 | Victory Capital Management Inc | 91.64K | -3.0% | $25.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | New York State Common Retirement… | 91.40K | -0.1% | $25.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Man Group plc | 90.55K | +7.4% | $25.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Wells Fargo & Company/Mn | 90.19K | +4.8% | $24.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Loomis Sayles & Co L P | 85.94K | +15.7% | $23.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Rhumbline Advisers | 76.74K | +0.5% | $21.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | California Public Employees… | 69.90K | +3.8% | $19.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Nuveen, LLC | 65.27K | +1.4% | $18.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Principal Financial Group Inc | 62.79K | +3.8% | $17.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Envestnet Asset Management Inc | 61.10K | +41.7% | $16.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | First Trust Advisors Lp | 56.24K | -44.9% | $15.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Swiss National Bank | 55.60K | -0.9% | $15.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 51.94K | +1.1% | $14.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 47 | Prudential Financial Inc | 50.62K | +210.7% | $14.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Robeco Institutional Asset… | 49.29K | +41.2% | $13.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Storebrand Asset Management As | 48.26K | +26.1% | $13.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Universal- Beteiligungs- und… | 45.39K | +2.2% | $12.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Point72 Asset Management ✦ | 44.27K | New | $12.25M | 0.0% | New | 1 | SEC ↗ |
| 52 | Legal & General Group Plc | 40.81K | -7.6% | $11.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 53 | D. E. Shaw & Co. ✦ | 39.26K | 0.0% | $10.86M | 0.0% | Held | 8 | SEC ↗ |
| 54 | Nordea Investment Management Ab | 37.99K | -4.5% | $10.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | California State Teachers… | 32.85K | +22.7% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Ameriprise Financial Inc | 32.77K | -29.1% | $9.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | Corient Private Wealth LP | 32.14K | -37.1% | $8.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Assetmark, Inc | 27.48K | -2.2% | $7.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Mitsubishi UFJ Trust & Banking Corp | 26.40K | +6.6% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | Arrowstreet Capital ✦ | 24.86K | 0.0% | $6.88M | 0.0% | Held | 8 | SEC ↗ |
| 61 | BNP Paribas Asset Management… | 24.22K | -2.1% | $6.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 62 | Wellington Management ✦ | 20.60K | New | $5.70M | 0.0% | New | 1 | SEC ↗ |
| 63 | State Board Of Administration Of… | 19.96K | -0.7% | $5.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Manufacturers Life Insurance… | 19.58K | -1.4% | $5.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Schroder Investment Management Group | 19.86K | n/a | $5.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 66 | Barclays Plc | 18.00K | -38.1% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | Bank Of Montreal /Can/ | 16.13K | +3.1% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 68 | Credit Agricole S A | 15.28K | 0.0% | $4.23M | 0.0% | Held | 2 | SEC ↗ |
| 69 | Susquehanna International Group, Llp | 13.76K | +1233.4% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | Janus Henderson Group Plc | 12.77K | 0.0% | $3.54M | 0.0% | Held | 2 | SEC ↗ |
| 71 | Royal Bank Of Canada | 12.22K | -26.9% | $3.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 72 | Tudor Investment Corp Et Al | 11.90K | New | $3.29M | 0.0% | New | 1 | SEC ↗ |
| 73 | Blair William & Co/Il | 11.88K | +10.8% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Creative Planning | 11.79K | +19.9% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | State Of Wisconsin Investment Board | 10.99K | +16.5% | $3.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | LPL Financial LLC | 10.81K | -8.2% | $2.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Voya Investment Management Llc | 10.19K | +25.0% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 78 | Zurcher Kantonalbank (Zurich… | 9.94K | +6.4% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Fifth Third Bancorp | 9.75K | +2863.2% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Hsbc Holdings Plc | 9.34K | -57.3% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 81 | Ensign Peak Advisors, Inc | 8.83K | +25.4% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Neuberger Berman Group LLC | 8.45K | -7.8% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 83 | Mariner, LLC | 8.43K | +0.2% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Cetera Investment Advisers | 6.72K | -18.5% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | American Century Companies Inc | 6.61K | -24.0% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bridgewater Associates ✦ | 6.49K | -50.7% | $1.80M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 87 | Citigroup Inc | 6.19K | -89.8% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 88 | Asset Management One Co., Ltd. | 5.92K | 0.0% | $1.64M | 0.0% | Held | 2 | SEC ↗ |
| 89 | Millennium Management ✦ | 5.37K | -99.3% | $1.49M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 90 | Squarepoint Ops LLC | 5.11K | -78.3% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Two Sigma Investments ✦ | 5.10K | New | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 92 | Focus Partners Wealth | 4.98K | -13.4% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Pacer Advisors, Inc. | 4.42K | +31.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Pictet Asset Management Holding SA | 4.39K | +3.8% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Cwm, Llc | 4.13K | -16.4% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Rockefeller Capital Management L.P. | 4.04K | +22.2% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 97 | Truist Financial Corp | 4.00K | +6.2% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 98 | HighTower Advisors, LLC | 3.87K | +21.5% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Us Bancorp \De\ | 3.66K | +1.5% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 100 | Mercer Global Advisors Inc /Adv | 3.42K | +22.5% | $946,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $12.25M | 0.0% |
| Wellington Management | $5.70M | 0.0% |
| Tudor Investment Corp Et Al | $3.29M | 0.0% |
| Two Sigma Investments | $1.41M | 0.0% |
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): 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: Q1 2026 ·
Methodology ·
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