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AMG Affiliated Managers Group Inc.

Financials, filed as Affiliated Managers Group, Inc. (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 5 Owners
  • Max 3.4%
  • $501M
  • 1 new 2 reduce

In 2026 Q2 Dodge & Cox opened a position in Affiliated Managers Group, while John Rogers and Lyrical Asset Management trimmed.

Who owns this now

Largest portfolio weights among holders, up to 3.4% (John Rogers, Ariel Investments). Not free-float ownership.

  1. John Rogers Reduce 3.4%
  2. Lyrical Asset Management Reduce 2.0%
  3. Mason Hawkins 0.10%
  4. Murray Stahl 0.01%

Who owns AMG

Sorted by value, long equity only, as of 2026 Q2.

History
John Rogers, Ariel Investments 3.4% Reduce −6.0% 999,676 $338M History
Lyrical Asset Management 2.0%, was 2.1% Reduce −5.8% 472,886 $160M History
Mason Hawkins, Southeastern Asset Management 0.10% Hold 5,562 $1.9M History
Murray Stahl, Horizon Kinetics Asset Management 0.01% Hold 1,998 $676K History
Dodge & Cox <0.01% New <0.01% 600 $203K History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AMG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AMG insider trades
  • $687K bought by 2 insiders
  • $10.2M sold by 5 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Jay C. Horgen CEO
    Sale
    $5.9M 17,500 shares at $338.27 7.9% of stake
    Traded Jun 8 Filed Jun 8
    ↗
  2. Annette Franqui Director
    Buy
    $229K 750 shares at $304.88 +62% to stake
    Traded Jun 1 Filed Jun 3
    ↗
  3. Rodriguez Felix V. Matos Director
    Sale
    $300K 1,000 shares at $300.18 19% of stake
    Traded May 8 Filed May 8
    ↗
  4. David Christopher Ryan Director
    Sale
    $1M 3,402 shares at $305.06 76% of stake
    Traded May 6 Filed May 8
    ↗
  5. G. Staley Cates Director
    Buy
    $459K 1,500 shares at $305.83 +31% to stake
    Traded May 6 Filed May 6
    ↗
  6. Thomas M Wojcik COO
    Sale
    $2.3M 8,000 shares at $286.30 4.8% of stake
    Traded Mar 6 Filed Mar 9
    ↗
  7. Kavita Padiyar General Counsel & Corp. Sec.
    Sale
    $612K 2,200 shares at $278.24 4.9% of stake
    Traded Mar 9 Filed Mar 9
    ↗

Also filed in the last 12 months, not counted as buying or selling: 17 option exercises, 8 share withholdings for taxes, 3 stock grants, and 2 gifts.

Congress

No member of Congress reported trading AMG in the last three years. 1 member listed it in 2025 annual reports.

All Congress trades

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 19 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

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

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $9.06B $8.83B $9.21B
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 -$0.758B -$1.18B -$1.15B
Net change in cash $387.4M $131.1M -$370M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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