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AMG in the 13F filings

Affiliated Managers Group · CUSIP 008252108

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 7 listed it in both
Shares listed
2,393,223
combined, among listed positions
Reported value
$665m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 18 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -373,651.

Managers listing AMG in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Invesco Ltd316,490$88munder 0.1%Added+219,76912 May 2026 (the filing on sec.gov)
Jane Street Group LLC252,505$70munder 0.1%Added+212,42612 May 2026 (the filing on sec.gov)
Citadel Advisors LLC247,220$68munder 0.1%Trimmed-72,21715 May 2026 (the filing on sec.gov)
AllianceBernstein LP206,103$59munder 0.1%Added+119,46115 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc183,621$51munder 0.1%Trimmed-58,67115 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)179,975$50munder 0.1%Trimmed-1,86715 May 2026 (the filing on sec.gov)
Artisan Partners LP173,595$48m0.08%Added+43,48313 May 2026 (the filing on sec.gov)
Woodline Partners LP145,879$40m0.15%Newnew15 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC130,848$36m0.15%Added+67,65415 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC109,750$30munder 0.1%Added+90,65014 May 2026 (the filing on sec.gov)
Man Group PLC90,548$25munder 0.1%Added+6,21415 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC66,254$18m0.13%Added+37,53415 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP57,832$16m0.11%Trimmed-15,58115 May 2026 (the filing on sec.gov)
Point72 Asset Management LP44,273$12munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.39,261$11munder 0.1%Held015 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP24,858$6.9munder 0.1%Held014 May 2026 (the filing on sec.gov)
Wellington Management Group LLP20,603$5.7munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP13,761$3.8munder 0.1%Added+12,72915 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd12,770$3.5munder 0.1%Held018 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP12,738$3.5munder 0.1%Added+11,77615 May 2026 (the filing on sec.gov)
Tudor Investment Corp11,904$3.3munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC8,451$2.3munder 0.1%Trimmed-71427 Oct 2026 (the filing on sec.gov)
Bridgewater Associates LP6,491$1.8munder 0.1%Trimmed-6,66815 May 2026 (the filing on sec.gov)
Southeastern Asset Management Inc5,562$1.5m0.08%Held015 May 2026 (the filing on sec.gov)
Millennium Management LLC5,368$1.5munder 0.1%Trimmed-790,64215 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AMG by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201310$1.1bnn.a.n.a.
Q3 201310$1.1bnn.a.n.a.
Q4 20139$1.5bnn.a.n.a.
Q1 201417$1.4bnn.a.n.a.
Q2 201417$1.3bnn.a.n.a.
Q3 201413$905mn.a.n.a.
Q4 20147$868mn.a.n.a.
Q1 201512$962mn.a.n.a.
Q2 20157$926mn.a.n.a.
Q3 201516$1.0bnn.a.n.a.
Q4 201512$903mn.a.n.a.
Q1 201613$1.1bnn.a.n.a.
Q2 201617$1.0bnn.a.n.a.
Q3 201614$806mn.a.n.a.
Q4 201611$463mn.a.n.a.
Q1 20178$412mn.a.n.a.
Q2 20178$508mn.a.n.a.
Q3 20177$559mn.a.n.a.
Q4 201710$538mn.a.n.a.
Q1 201810$510mn.a.n.a.
Q2 201818$661mn.a.n.a.
Q3 201814$712mn.a.n.a.
Q4 201813$600mn.a.n.a.
Q1 20197$531mn.a.n.a.
Q2 20196$265mn.a.n.a.
Q3 20193$215mn.a.n.a.
Q4 20199$245mn.a.n.a.
Q1 20204$88mn.a.n.a.
Q2 20205$143mn.a.n.a.
Q3 20202$97mn.a.n.a.
Q4 20205$174mn.a.n.a.
Q1 20215$251mn.a.n.a.
Q2 20215$315mn.a.n.a.
Q3 20218$340mn.a.n.a.
Q4 20214$315mn.a.n.a.
Q1 20222$262mn.a.n.a.
Q2 20222$226mn.a.n.a.
Q3 20223$210mn.a.n.a.
Q4 202211$296mn.a.n.a.
Q1 20239$202mn.a.n.a.
Q2 20237$185mn.a.n.a.
Q3 20233$141mn.a.n.a.
Q4 20238$219m62
Q1 20246$216m33
Q2 20247$209m44
Q3 20244$168m22
Q4 20243$144m12
Q1 20255$310m32
Q2 20257$417m51
Q3 20256$390m32
Q4 202510$471m1122
Q1 20269$219m1814
Q2 20266$365m1020

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AMG and V →AMG and AXP →AMG and BAC →Choose a stock to compare with AMG →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AMG, latest filings →Back to the 13F Explorer →