§ FINANCIAL SERVICES
USD · Financial ServicesAMG
AFFILIATED MANAGERS GROUP
USDSector · Financial ServicesBeta · 1.21
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
251 increased/new, 217 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 9.9 | P/B | 2.50 |
| EPS (TTM) | 21.89 | Dividend | 0.01% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 2.9M | 0.0% | +2% |
| Morgan Stanley | 1.7M | 0.0% | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | n/a | n/a |
| ARIEL INVESTMENTS, LLC | 1.1M | 3.3% | −10% |
| Boston Partners | 971K | 0.3% | −15% |
◇ AC INTELLIGENCE
Top institutional owners for AMG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER1.5% · 0 holders
OTHER43.2% · 414 holders
DEALER / BANK16.9% · 44 holders
PASSIVE / INDEX16.2% · 12 holders
QUALITY / COMPOUNDER10.3% · 29 holders
DEEP VALUE6.5% · 2 holders
INCOME / DEFENSIVE2.8% · 29 holders
SYSTEMATIC / QUANT1.4% · 9 holders
TACTICAL / MACRO1.1% · 4 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AMG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AMG yet.