Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
525 institutional managers reported holding AMG for the quarter ended Mar 31, 2026. Together they hold about 90% of shares outstanding; the top 10 hold 47%. 81 opened new positions; 58 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 2.87M | 10.43% | $791.7M | added +2.4% | ≤2013 |
| Vanguard Group | 2.76M | 10.05% | $763.3M | added +2.7% | ≤2013 |
| Morgan Stanley | 1.73M | 6.30% | $478.3M | added +1.6% | ≤2013 |
| Ariel Investments, LLC | 1.06M | 3.87% | $293.8M | trimmed -10% | 2018 Q3 |
| Boston Partners | 971.2k | 3.53% | $268.2M | trimmed -14.6% | 2024 Q2 |
| State Street | 926.7k | 3.37% | $255.9M | unchanged | 2015 Q4 |
| Fuller & Thaler Asset Management, INC. | 760.2k | 2.76% | $209.9M | added +10.9% | 2024 Q2 |
| Dimensional Fund Advisors | 718.3k | 2.61% | $198.3M | added +2.7% | ≤2013 |
| Geode Capital | 635.8k | 2.31% | $175.5M | added +15.4% | ≤2013 |
| Lyrical Asset Management LP (focused) | 502.1k | 1.83% | $138.6M | trimmed -9% | 2017 Q1 |
| Allianz Asset Management GmbH | 488.7k | 1.78% | $134.9M | added +14.6% | 2016 Q2 |
| LSV Asset Management | 476.8k | 1.73% | $131.6M | added +0.8% | 2018 Q4 |
| Bank OF America CORP /DE/ | 409.6k | 1.49% | $113.1M | added +75.5% | ≤2013 |
| Northern Trust | 348.9k | 1.27% | $96.3M | added +7.1% | ≤2013 |
| Invesco | 316.5k | 1.15% | $87.4M | added +227.2% | ≤2013 |
| Clarkston Capital Partners, LLC | 313.7k | 1.14% | $86.6M | trimmed -65.3% | 2018 Q4 |
| Charles Schwab Investment Management | 308.0k | 1.12% | $85.0M | added +0.8% | ≤2013 |
| Channing Capital Management, LLC | 302.7k | 1.10% | $83.6M | added +4.1% | 2020 Q4 |
| BNY Mellon | 300.3k | 1.09% | $82.9M | added +21.5% | ≤2013 |
| Fisher Investments | 253.3k | 0.92% | $69.9M | added +3.9% | ≤2013 |
| Jane Street | 252.5k | 0.92% | $69.7M | added +530% | 2015 Q2 |
| Bruni J V & CO /CO (focused) | 249.8k | 0.91% | $69.0M | trimmed -0.9% | ≤2013 |
| Citadel Advisors | 247.2k | 0.90% | $68.3M | trimmed -22.6% | ≤2013 |
| UBS | 232.6k | 0.85% | $64.2M | trimmed -41.3% | ≤2013 |
| Raymond James Financial INC | 231.5k | 0.84% | $63.9M | trimmed -2.3% | ≤2013 |
| Caisse de depot et placement du Quebec | 220.9k | 0.80% | $61.0M | added +108.2% | 2025 Q1 |
| AllianceBernstein | 206.1k | 0.75% | $56.9M | added +137.9% | ≤2013 |
| Kiltearn Partners LLP (focused) | 195.1k | 0.71% | $53.9M | trimmed -17.5% | 2018 Q4 |
| Goldman Sachs | 185.4k | 0.67% | $51.2M | added +14.7% | ≤2013 |
| T. Rowe Price | 183.6k | 0.67% | $50.7M | trimmed -24.2% | ≤2013 |
| FMR (Fidelity) | 180.0k | 0.65% | $49.7M | trimmed -1% | ≤2013 |
| Artisan Partners | 173.6k | 0.63% | $47.9M | added +33.4% | 2025 Q4 |
| Lord, Abbett & CO. LLC | 154.7k | 0.56% | $42.7M | added +100% | 2025 Q4 |
| Qube Research & Technologies LTD | 154.2k | 0.56% | $42.6M | added +293% | 2023 Q1 |
| Woodline Partners LP | 145.9k | 0.53% | $40.3M | opened | 2026 Q1 |
| Voloridge Investment Management | 130.8k | 0.48% | $36.1M | added +107.1% | 2024 Q1 |
| Franklin Resources | 119.6k | 0.43% | $33.0M | added +89.6% | 2021 Q2 |
| Renaissance Technologies | 109.8k | 0.40% | $30.3M | added +474.6% | 2022 Q1 |
| SEI Investments CO | 107.7k | 0.39% | $29.7M | added +5.2% | 2021 Q2 |
| Treasurer of the State of North Carolina | 103.5k | 0.38% | $28.6M | added +9.6% | 2018 Q1 |
| Nomura Asset Management International INC. | 101.7k | 0.37% | $28.1M | trimmed -22.9% | 2025 Q4 |
| Quantinno Capital Management LP | 95.1k | 0.35% | $26.2M | added +41.7% | 2023 Q2 |
| Russell Investments Group, LTD. | 92.3k | 0.34% | $25.5M | added +75.2% | 2016 Q4 |
| Arbejdsmarkedets Tillaegspension | 91.9k | 0.33% | $25.4M | added +7.2% | 2025 Q4 |
| Victory Capital Management INC | 91.6k | 0.33% | $25.3M | trimmed -3% | 2013 Q3 |
| NEW York State Common Retirement Fund | 91.4k | 0.33% | $25.2M | unchanged | ≤2013 |
| Man Group | 90.5k | 0.33% | $25.0M | added +7.4% | 2020 Q3 |
| Wells Fargo & COMPANY/MN | 90.2k | 0.33% | $24.9M | added +4.8% | ≤2013 |
| Polar Capital Holdings PLC | 87.3k | 0.32% | $24.1M | trimmed -18.6% | 2016 Q1 |
| Retirement Systems of Alabama | 86.2k | 0.31% | $23.8M | added +0.8% | ≤2013 |
Largest 50 of 525 shown; the full ranked, searchable register is at boothcheck.com/holders/AMG. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.