Affiliated Managers Group (AMG)
NYSE: AMG · Investment Advice · West Palm Beach, FL · filing with the SEC since 1997
Grade5.0
◀ Past 5.9● Present 5.1▶ Future 4.0
Who owns Affiliated Managers Group
As filed with the SECHolders of 5% or more
2
Vanguard Capital Management holds 5.19% of Common Stock, as its SCHEDULE 13G filed Apr 29, 2026 says.
Directors and officers
14
report now, of 29 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 28, 2026 · Common Stock
Morgan Stanley
SCHEDULE 13G/A · filed Aug 12, 2026 · Common Stock · reported falling below 5%, from 7% in Nov 7, 2025
Millennium Management LLC
SCHEDULE 13G/A · filed Oct 30, 2025 · Common Stock, par value $0.01 per share · reported falling below 5%, from 5.3% in Jun 6, 2025
Clarkston Capital Partners, LLC
SCHEDULE 13G/A · filed Feb 13, 2026 · Common Stock · reported falling below 5%, from 5.2% in Feb 14, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 10.2% in Mar 5, 2026
What AMG reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Comvest Partners
An investee · investee · invested in, named in the 10-K filed Feb 17, 2026
Montrusco Bolton Investments Inc.
An investee · investee · invested in, named in the 10-K filed Feb 17, 2026
Peppertree Capital Management
An investee · investee · invested in, named in the 10-K filed Feb 17, 2026
121 subsidiaries in 7 countries, from the list filed with the 10-K filed Feb 17, 2026.
Insider tradesForm 4
5sales
2purchases
0sales on a scheduled plan
5people selling
$10.2Msold, in dollars
$700,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 29 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Horgen Jay C. | President and CEO | 1 | $5.9M | 0 | 0 | $0 |
| Wojcik Thomas M | President and COO | 1 | $2.3M | 0 | 0 | $0 |
| Ryan David Christopher | director | 1 | $1.0M | 0 | 0 | $0 |
| Padiyar Kavita | General Counsel & Corp. Sec. | 1 | $600,000 | 0 | 0 | $0 |
| Matos Rodriguez Felix V. | director | 1 | $300,000 | 0 | 0 | $0 |
| Franqui Annette | director | 0 | $0 | 0 | 1 | $200,000 |
| Cates G. Staley | director | 0 | $0 | 0 | 1 | $500,000 |