Affiliated Managers Group — Institutional Ownership
Which tracked institutions hold AMG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
39
Funds holding
$2687286118
Total value held
Buying
23 added/new · 15 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $938293980 | 2772736 | -94929 | -3.31% |
| 2 | Morgan Stanley | $503275490 | 1487219 | -245293 | -14.16% |
| 3 | State Street Corp | $298916503 | 883323 | -43410 | -4.68% |
| 4 | Bank Of America Corp /De/ | $146330872 | 432420 | +22842 | +5.58% |
| 5 | Invesco Ltd. | $128802824 | 380623 | +380623 | NEW BUY |
| 6 | Northern Trust Corp | $109191527 | 322670 | -26212 | -7.51% |
| 7 | Bank Of New York Mellon Corp | $95417584 | 281967 | -18298 | -6.09% |
| 8 | Goldman Sachs Group Inc | $87419211 | 258331 | +72974 | +39.37% |
| 9 | Raymond James Financial Inc | $80957494 | 239235 | +7774 | +3.36% |
| 10 | Ubs Group Ag | $59482599 | 175776 | +175776 | NEW BUY |
| 11 | Jpmorgan Chase & Co | $44736636 | 129402 | -11138 | -7.93% |
| 12 | Sei Investments Co | $39644274 | 117142 | +9488 | +8.81% |
| 13 | Wells Fargo & Company/Mn | $31655209 | 93544 | +3351 | +3.72% |
| 14 | Franklin Resources Inc | $28152173 | 83192 | -36423 | -30.45% |
| 15 | Principal Financial Group Inc | $20286742 | 59949 | -2837 | -4.52% |
| 16 | Prudential Financial Inc | $19207584 | 56760 | +6145 | +12.14% |
| 17 | Ameriprise Financial Inc | $14851067 | 43886 | +43886 | NEW BUY |
| 18 | Barclays Plc | $12384424 | 36597 | +18602 | +103.37% |
| 19 | Bank Of Montreal /Can/ | $5559573 | 16429 | +300 | +1.86% |
| 20 | Royal Bank Of Canada | $5056000 | 14942 | +2726 | +22.31% |
| 21 | Citigroup Inc | $3866559 | 11426 | -48990 | -81.09% |
| 22 | Janus Henderson Group Plc | $3537737 | 12770 | +12770 | NEW BUY |
| 23 | Fifth Third Bancorp | $2830493 | 8364 | -1385 | -14.21% |
| 24 | Truist Financial Corp | $1507235 | 4454 | +458 | +11.46% |
| 25 | Us Bancorp \De\ | $1382026 | 4084 | +423 | +11.55% |
| 26 | Pnc Financial Services Group, Inc. | $1027995 | 3374 | -26 | -0.76% |
| 27 | Stifel Financial Corp | $987951 | 2920 | +2920 | NEW BUY |
| 28 | Federated Hermes, Inc. | $690674 | 2041 | +2041 | NEW BUY |
| 29 | M&T Bank Corp | $458194 | 1355 | -291 | -17.68% |
| 30 | Old National Bancorp /In/ | $382053 | 1129 | -30 | -2.59% |
| 31 | Nicolet Bankshares Inc | $272940 | 806 | -1 | -0.12% |
| 32 | Hancock Whitney Corp | $247032 | 730 | -33 | -4.33% |
| 33 | Nomura Holdings Inc | $226390 | 669 | +669 | NEW BUY |
| 34 | Cullen/Frost Bankers, Inc. | $215910 | 638 | +638 | NEW BUY |
| 35 | Toronto Dominion Bank | $14000 | 40 | — | Held |
| 36 | Zions Bancorporation, National Association /Ut/ | $9137 | 27 | +27 | NEW BUY |
| 37 | Amalgamated Financial Corp. | $3965 | 28134 | +28134 | NEW BUY |
| 38 | Southstate Bank Corp | $2031 | 6 | +6 | NEW BUY |
| 39 | First Horizon Corp | $2030 | 6 | +6 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.