Fund shareholders of Affiliated Managers Group Inc
ISIN US0082521081 · United States · LEI 2JE75BUE3T1BLCYYGK54
- Fund shareholders
- 419
- Of which ETFs
- 118 301 other funds
- Value held
- ≈ 3.7B $ 3.7B $ · 32.3M SEK
- Share of capital
- 42.6 % of 25.9M shares on Aug 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 119 | 36K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 114 | 41.8K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 111 | 37.6K $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 104 | 35.2K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 100 | 33.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 97 | 35.6K $ | 0.27 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 74 | 25K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 73 | 26.8K $ | 0.53 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Motley Fool Value Factor ETF RBB Fund, Inc. | 65 | 19.7K $ | 0.27 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 64 | 21.7K $ | 0.18 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 39 | 14.3K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 38 | 11.5K $ | 0.34 % | 0.00 % | as of May 29, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 34 | 12.5K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 24 | 8.8K $ | 0.10 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 22 | 7.4K $ | 0.18 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 21 | 7.1K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 19 | 6.4K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Motley Fool Momentum Factor ETF RBB Fund, Inc. | 19 | 5.8K $ | 0.05 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 4 | 1.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Clarkston Partners Fund ALPS SERIES TRUST | 8.15 % | as of Jun 30, 2026 ↗ |
| Clarkston Founders Fund ALPS SERIES TRUST | 5.87 % | as of Jun 30, 2026 ↗ |
| Ariel Focus Fund Ariel Investment Trust | 5.48 % | as of Jun 30, 2026 ↗ |
| Clarkston Fund ALPS SERIES TRUST | 4.25 % | as of Jun 30, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 3.78 % | as of Jun 30, 2026 ↗ |
| Tema Listed Private Managers ETF Tema ETF Trust | 3.62 % | as of May 31, 2026 ↗ |
| Sterling Capital Small Cap Value Fund Sterling Capital Funds | 3.40 % | as of Jun 30, 2026 ↗ |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 3.29 % | as of May 31, 2026 ↗ |
| Ariel Fund Ariel Investment Trust | 3.28 % | as of Jun 30, 2026 ↗ |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 3.02 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 416 | +4 | 10,999,947 | -4.5 % |
| 2026Q2 | 412 | +35 | 11,515,508 | +2.7 % |
| 2026Q1 | 377 | +20 | 11,213,943 | -2.3 % |
| 2025Q4 | 357 | +10 | 11,472,212 | -2.3 % |
| 2025Q3 | 347 | -17 | 11,742,515 | -9.3 % |
| 2025Q2 | 364 | +7 | 12,950,545 | -3.5 % |
| 2025Q1 | 357 | 0 | 13,413,369 | +1.9 % |
| 2024Q4 | 357 | -5 | 13,162,088 | -2.6 % |
| 2024Q3 | 362 | -11 | 13,513,264 | -3.6 % |
| 2024Q2 | 373 | +9 | 14,014,550 | +0.9 % |
| 2024Q1 | 364 | +10 | 13,884,380 | -2.2 % |
| 2023Q4 | 354 | 14,194,909 |
Institutional managers
535 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,867,665 | 793.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,732,512 | 479.4M $ | as of Mar 31, 2026 |
| ARIEL INVESTMENTS, LLC | 1,064,030 | 294.4M $ | as of Mar 31, 2026 |
| Boston Partners | 971,247 | 268.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 926,733 | 256.4M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 760,213 | 210.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 718,313 | 198.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 635,778 | 176M $ | as of Mar 31, 2026 |
| LYRICAL ASSET MANAGEMENT LP | 502,121 | 138.9M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 488,742 | 135.2M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 476,811 | 131.9K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 409,578 | 113.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 348,882 | 96.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 316,490 | 87.6M $ | as of Mar 31, 2026 |
| Clarkston Capital Partners, LLC | 313,708 | 86.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 308,031 | 85.2M $ | as of Mar 31, 2026 |
| Channing Capital Management, LLC | 302,672 | 83.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 300,265 | 83.1M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 253,263 | 70.1M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 252,505 | 69.9M $ | as of Mar 31, 2026 |
| BRUNI J V & CO /CO | 249,765 | 69.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 247,220 | 68.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 231,461 | 63.6M $ | as of Mar 31, 2026 |
| Caisse de depot et placement du Quebec | 220,887 | 61.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 206,103 | 59.4M $ | as of Mar 31, 2026 |
Declared shareholders of Affiliated Managers Group Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Morgan Stanley and 1 other | 5.50 % | 1,458,379 | as of Jun 30, 2026 · SCHEDULE 13G |
Funds holding the debt of Affiliated Managers Group Inc
84 funds declare 127 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Affiliated Managers Group Inc". https://titelia.com/en/stocks/affiliated-managers-group-inc-US0082521081