Security record · archived quarter
AMG
Affiliated Managers Group, Inc. · Financial Services · Asset Management
129Tracked holders
+3Δ holders
17.07MShares held
$5.77BReported value
+7New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +2.1% ·
net new positions +3.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 129 | +3 | 17.07M | $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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 2.77M | -3.3% | $938.29M | 0.0% | ▼ Trim | 5 | SEC ↗ ×15 |
| 2 | Morgan Stanley ✦ | 1.49M | -14.2% | $503.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 3 | Vanguard Capital Management Llc | 1.15M | -2.0% | $389.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Boston Partners | 1.00M | +3.2% | $339.15M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | State Street Global Advisors ✦ (passive) | 883.32K | -4.7% | $298.92M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Millennium Management ✦ | 875.12K | +16202.5% | $296.14M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 670.20K | -6.7% | $226.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 8 | Geode Capital Management ✦ (passive) | 590.76K | -7.1% | $199.95M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 9 | Allianz Asset Management GmbH | 453.99K | -7.1% | $153.63M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 432.42K | +5.6% | $146.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | Invesco Ltd. | 380.62K | +20.3% | $128.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 12 | Norges Bank ✦ (passive) | 361.47K | New | $122.32M | 0.0% | New | 1 | SEC ↗ |
| 13 | Northern Trust Corp | 322.67K | -7.5% | $109.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 14 | Jane Street Group, Llc | 309.13K | +22.4% | $104.61M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Charles Schwab Investment… | 287.80K | -6.6% | $97.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Bank of New York Mellon Corp | 281.97K | -6.1% | $95.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 17 | Qube Research & Technologies Ltd | 268.74K | +74.2% | $90.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 258.33K | +39.4% | $87.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 19 | Fisher Asset Management ✦ | 246.46K | -2.7% | $83.40M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | Raymond James Financial Inc | 239.24K | +3.4% | $80.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 21 | Citadel Advisors ✦ | 198.49K | -19.7% | $67.17M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 22 | Caisse De Depot Et Placement Du… | 182.04K | -17.6% | $61.60M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 177.58K | -1.3% | $60.09M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 24 | UBS Group AG | 175.78K | +36.1% | $59.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | T. Rowe Price ✦ | 166.56K | -9.3% | $56.37M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 26 | Alliancebernstein L.P. | 189.74K | -7.9% | $52.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 129.40K | -7.9% | $44.74M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 28 | Renaissance Technologies ✦ | 117.44K | +7.0% | $39.74M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 29 | Sei Investments Co | 117.14K | +8.8% | $39.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Nomura Asset Management… | 116.16K | +14.2% | $39.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 108.74K | +14.4% | $36.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Loomis Sayles & Co L P | 103.09K | +19.9% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Wells Fargo & Company/Mn | 93.54K | +3.7% | $31.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 34 | First Trust Advisors Lp | 90.25K | +60.5% | $30.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | New York State Common Retirement… | 89.09K | -2.5% | $30.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Franklin Resources Inc | 83.19K | -30.4% | $28.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 37 | Victory Capital Management Inc | 77.19K | -15.8% | $26.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 74.87K | -27.6% | $25.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 39 | Rhumbline Advisers | 72.26K | -5.8% | $24.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | California Public Employees… | 69.07K | -1.2% | $23.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Principal Financial Group Inc | 59.95K | -4.5% | $20.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Envestnet Asset Management Inc | 59.15K | -3.2% | $20.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Prudential Financial Inc | 56.76K | +12.1% | $19.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Nuveen, LLC | 52.60K | -19.4% | $17.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 45 | Swiss National Bank | 50.88K | -8.5% | $17.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Storebrand Asset Management As | 48.26K | 0.0% | $16.33M | 0.0% | Held | 3 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 43.89K | +33.9% | $14.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Universal- Beteiligungs- und… | 42.85K | -5.6% | $14.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 42.84K | +9.1% | $14.50M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 50 | Zurcher Kantonalbank (Zurich… | 41.27K | +315.0% | $13.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Robeco Institutional Asset… | 39.98K | -18.9% | $13.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 39.69K | -23.6% | $13.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 53 | Legal & General Group Plc | 37.57K | -8.0% | $12.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 54 | Bnp Paribas Financial Markets | 37.36K | +1049.3% | $12.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Nordea Investment Management Ab | 35.68K | -6.1% | $12.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | Russell Investments Group, Ltd. | 29.93K | -67.6% | $10.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 57 | Peak6 Llc | 29.55K | New | $10.00M | 0.2% | New | 1 | SEC ↗ |
| 58 | Barclays Plc | 28.00K | +55.6% | $9.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 59 | Schroder Investment Management Group | 27.05K | +36.2% | $9.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 60 | Assetmark, Inc | 27.18K | -1.1% | $9.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Arrowstreet Capital ✦ | 24.86K | 0.0% | $8.41M | 0.0% | Held | 9 | SEC ↗ |
| 62 | Corient Private Wealth LP | 24.64K | -23.3% | $8.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Man Group plc | 24.04K | -73.5% | $8.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 64 | BNP Paribas Asset Management… | 24.03K | -0.8% | $8.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 65 | State Of Wisconsin Investment Board | 23.46K | +113.4% | $7.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Marshall Wace ✦ | 23.40K | +874.9% | $7.92M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 67 | Mitsubishi UFJ Trust & Banking Corp | 22.41K | -15.1% | $7.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | Wellington Management ✦ | 20.26K | -1.7% | $6.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Manufacturers Life Insurance… | 18.41K | -6.0% | $6.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | State Board Of Administration Of… | 17.92K | -10.2% | $6.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Squarepoint Ops LLC | 17.64K | +245.0% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Creative Planning | 16.61K | +41.0% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | Bank Of Montreal /Can/ | 16.43K | +1.9% | $5.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 74 | Credit Agricole S A | 15.28K | 0.0% | $5.17M | 0.0% | Held | 3 | SEC ↗ |
| 75 | Royal Bank Of Canada | 14.94K | +22.3% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 76 | LPL Financial LLC | 11.82K | +9.3% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Blair William & Co/Il | 11.79K | -0.8% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Ensign Peak Advisors, Inc | 11.73K | +32.9% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Tudor Investment Corp Et Al | 11.69K | -1.8% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Citigroup Inc | 11.43K | +84.7% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 81 | Voya Investment Management Llc | 11.24K | +10.4% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 82 | Neuberger Berman Group LLC | 10.74K | +27.1% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 83 | Mariner, LLC | 8.68K | +2.9% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Fifth Third Bancorp | 8.36K | -14.2% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Hrt Financial Lp | 8.25K | New | $2.79M | 0.0% | New | 1 | SEC ↗ |
| 86 | Cetera Investment Advisers | 6.88K | +2.4% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Tidal Investments LLC | 6.36K | +129.8% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 88 | Susquehanna International Group, Llp | 6.28K | -54.3% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Assenagon Asset Management S.A. | 6.02K | New | $2.04M | 0.0% | New | 1 | SEC ↗ ×2 |
| 90 | Cerity Partners LLC | 5.68K | +76.7% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 91 | Focus Partners Wealth | 5.60K | +12.4% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Two Sigma Investments ✦ | 5.58K | +9.3% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Mercer Global Advisors Inc /Adv | 5.41K | +58.3% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Hsbc Holdings Plc | 5.08K | -45.6% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 95 | FIL Ltd | 4.88K | +258.3% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Truist Financial Corp | 4.45K | +11.5% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 97 | Us Bancorp \De\ | 4.08K | +11.6% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 98 | Rockefeller Capital Management L.P. | 4.01K | -1.0% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 99 | Pictet Asset Management Holding SA | 3.94K | -10.4% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Pacer Advisors, Inc. | 3.93K | -11.0% | $1.33M | 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
| Norges Bank | $122.32M | 0.0% |
| Peak6 Llc | $10.00M | 0.2% |
| Hrt Financial Lp | $2.79M | 0.0% |
| Assenagon Asset Management… | $2.04M | 0.0% |
Exited
| Artisan Partners Limited… | $48.03M | was 0.1% |
| Point72 Asset Management | $12.25M | was 0.0% |
| Bridgewater Associates | $1.80M | 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: Q2 2026 ·
Methodology ·
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