Follow-The-Filings

Security

AMG

Affiliated Managers Group In · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 new 2 exits max 3.3% (John Rogers - Ariel Inves...)

grid → activity →
owners 15
max % 3.3%
tracked value $1.5B
qoq N 1 A 3 R 8 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
John Rogers - Ariel Investments, LLC 2026 Q1 3.3% Reduce -0.39 pp 1,064,030 $294M hist
Lyrical Asset Management - Lyrical Asset Management LP 2026 Q1 2.1% Reduce +0.04 pp 502,121 $139M hist
Mason Hawkins - Southeastern Asset Management INC/TN/ 2026 Q1 0.1% — 5,562 $2M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.04 pp 109,750 $30M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 253,263 $70M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 44,273 $12M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 2,683,585 $774M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 394,559 $114M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 247,220 $68M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% — 39,261 $11M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.01 pp 6,491 $2M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce 0.00 pp 1,998 $553 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.10 pp 5,368 $1M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 2,400 $664 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 133 $37 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.08 pp 231,675 $67M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 7,495 $2M hist

15 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.06B $2.04B $2.07B
Gross profit — — —
Gross margin — — —
Net income $672.9M $511.6M $716.6M
Net margin * 32.7% 25.1% 34.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $9.06B $8.83B $9.21B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $3.59B $3.35B $3.24B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $874.3M $932.1M $973.2M
Cash from investing $264.5M $379.1M -$206.1M
Cash from financing -$758.3M -$1.18B -$1.15B
Net change in cash $387.4M $131.1M -$370M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders