Affiliated Managers Group, Inc.· AMG

🇺🇸 US · MidSP400NYSE

Financial Services Asset Management Website

Price: $355.80
Day: +1.03%
Mkt Cap: $9.40B
52W Range: $230.10 – $392.92
Volume: 505.4K
Beta: 1.10

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 580 institutions hold; 241 added, 219 reduced

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Affiliated Managers Group, Inc.

AMG|Financial Services|Asset Management

Current price: $356

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

N/A

insufficient history to compare

Seller breadth · Q2 2026

3 sellers

vs 1.5 avg per quarter

Institutional net breadth · Q2 2026

+44

323 adding vs 279 reducing

Institutional ownership · Q2 2026

96.6%

580 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

2.8M

-1.8%

MORGAN STANLEY

1.5M

-12.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.4M

+3.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.2M

-0.5%

BOSTON PARTNERS

1.0M

+4.7%

ARIEL INVESTMENTS, LLC

999.7K

-4.6%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

159

70 buying159 unchanged73 selling

301 funds held AMG in Q2 2026, holding 14.4M shares between them, up 0.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST202.1K sh

Advisors Preferred Trust18.0K sh

NATIONWIDE MUTUAL FUNDS9.8K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jun 8

Horgen Jay C.

$5.9M

Sale · Sep 9

Wojcik Thomas M

$3.7M

Sale · Mar 6

Wojcik Thomas M

$2.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

AMG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+22

Institutional Flow

50% weight

+18

Fund Flow

10% weight

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for AMG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q2 2026

Meaningful: 1 purchase totaling $458.7K (1.5K shares)

3 sales totaling $7.3M (21.9K shares)

Limited history to compare against

3 different insiders sold this quarter

Buying is rare, only seen in 2 of 15 quarters

N/A

Selling pace

insufficient history to compare

2.06%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

in Q2 2026

$458.7K

Insider buying

1 buyer in Q2 2026

Notable Recent Transactions, AMG

Top 7 highest-value insider trades from the last 8 quarters

Horgen Jay C.

CEO

Sell

17,500 shares at $338.27

≈7.9% of their stake at the time

Jun 8, 2026$5.92M

Wojcik Thomas M

President

Sell

16,000 shares at $231.03

≈9.2% of their stake at the time

Sep 9, 2025$3.70M

Wojcik Thomas M

President

Sell

8,000 shares at $286.30

≈4.8% of their stake at the time

Mar 6, 2026$2.29M

Ryan David Christopher

Director

Sell

3,402 shares at $305.06

≈75.7% of their stake at the time

May 6, 2026$1.04M

Padiyar Kavita

General Counsel & Corp. Sec.

Sell

2,200 shares at $278.24

≈4.9% of their stake at the time

Mar 9, 2026$612.13K

Cates G. Staley

Director

Buy

1,500 shares at $305.83

≈23.4% of their stake after buying

May 6, 2026$458.75K

Matos Rodriguez Felix V.

Director

Sell

1,000 shares at $300.18

≈18.6% of their stake at the time

May 8, 2026$300.18K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for AMG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

96.6% institutional ownership

Balanced activity: 323 adding vs 279 reducing

13F shares increased by 2.7%, a notable change

Momentum weakening from prior quarter

+44

Net breadth

323 adding vs 279 reducing

Balanced

1.16

Add / reduce ratio

in Q2 2026

+22

New − closed

82 initiated, 60 exited

3 of 9

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+323 growing-279 shrinkingNet: +44

241

219

New (82)

Increased (241)

Reduced (219)

Closed (60)

Top Institutional Holders, AMG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

2.8M

$938.3M

Ownership

10.50%

-1.8%

MORGAN STANLEY

1.5M

$503.3M

Ownership

5.63%

-12.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.4M

$471.0M

Ownership

5.27%

+3.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.2M

$389.5M

Ownership

4.36%

-0.5%

BOSTON PARTNERS

1.0M

$339.1M

Ownership

3.80%

+4.7%

ARIEL INVESTMENTS, LLC

999.7K

$338.3M

Ownership

3.79%

-4.6%

STATE STREET CORP

883.3K

$298.9M

Ownership

3.35%

-3.2%

MILLENNIUM MANAGEMENT LLC

875.1K

$296.1M

Ownership

3.31%

New

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 302 ETFs and mutual funds reporting

70 buying73 sellingNet: -3

159

Buying (70)

Unchanged (159)

Selling (73)

In total, funds bought 608.8K shares and sold 600.0K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

302 ETFs and mutual funds reporting

70 buying vs 73 selling (balanced)

Top Fund Holders, AMG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

202.1K

Weight

1.00%

Jul 31, 2026No change

Advisors Preferred Trust

18.0K

Weight

0.22%

Jun 30, 2026No change

NATIONWIDE MUTUAL FUNDS

9.8K

Weight

0.00%

Jul 31, 2026Decreased

Securian Funds Trust

6.5K

Weight

0.08%

Jun 30, 2026Increased

Northern Lights Variable Trust

6.4K

Weight

0.58%

Jun 30, 2026No change

RBC FUNDS TRUST

5.9K

Weight

0.00%

Jun 30, 2026No change

PRINCIPAL VARIABLE CONTRACTS FUNDS INC

5.6K

Weight

0.02%

Jun 30, 2026No change

DEUTSCHE DWS INVESTMENT TRUST

4.9K

Weight

0.12%

Jun 30, 2026Decreased

Affiliated Managers Group, Inc.· AMG

Holdings Analysis

Insider Trading Activity

1.3Transaction History13Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings154Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History13Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings154Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights