Affiliated Managers Group, Inc.
AMGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Affiliated Managers Group, Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 15, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Mubadala Investment Co PJSC | 2026-03-31 | 10,062 | $2.78M | SEC filing |
| Millstone Evans Group, LLC | 2026-03-31 | 110 | $30.4K | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 294 | $79.1K | SEC filing |
| FORA Capital, LLC | 2026-03-31 | 13,878 | $3.84M | SEC filing |
| Raleigh Capital Management Inc. | 2026-03-31 | 0 | $1 | SEC filing |
| Magnetar Financial LLC | 2026-03-31 | 4,110 | $1.14M | SEC filing |
| Cooper Financial Group | 2026-03-31 | 828 | $229K | SEC filing |
| Massar Capital Management, LP | 2026-03-31 | 865 | $239K | SEC filing |
| Compound Planning, Inc. | 2026-03-31 | 922 | $255K | SEC filing |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2026-03-31 | 2,503 | $692K | SEC filing |
| Asset Management One Co., Ltd. | 2026-03-31 | 5,920 | $1.64M | SEC filing |
| Woodline Partners LP | 2026-03-31 | 145,879 | $40.4M | SEC filing |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-03-31 | 12,733 | $3.52M | SEC filing |
| Virtu Financial LLC | 2026-03-31 | 4,963 | Not shown | SEC filing |
| MML INVESTORS SERVICES, LLC | 2026-03-31 | 1,126 | $312K | SEC filing |
| UBS Group AG | 2026-03-31 | 129,121 | $35.7M | SEC filing |
| Dunhill Financial, LLC | 2026-03-31 | 5 | $1.52K | SEC filing |
| Swiss Life Asset Management Ltd | 2026-03-31 | 2,494 | $690K | SEC filing |
| Inspire Investing, LLC | 2026-03-31 | 1,238 | $343K | SEC filing |
| Geneos Wealth Management Inc. | 2026-03-31 | 32 | $8.85K | SEC filing |
- Each value is checked against Affiliated Managers Group, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Affiliated Managers Group, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Affiliated Managers Group, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-08 · Horgen Jay C.: Larger than all 9 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-08 | Horgen Jay C. · President and CEO | Common Stock | S — Open market or private sale | −17,500 | 338.27 | SEC filing |
| 2026-06-01 | FRANQUI ANNETTE · Director | Common Stock | P — Open market or private purchase | +750 | 304.88 | SEC filing |
| 2026-05-08 | Matos Rodriguez Felix V. · Director | Common Stock | S — Open market or private sale | −1,000 | 300.18 | SEC filing |
| 2026-05-06 | Cates G. Staley · Director | Common Stock | P — Open market or private purchase | +1,500 | 305.83 | SEC filing |
| 2026-05-06 | Ryan David Christopher · Director | Common Stock | S — Open market or private sale | −3,402 | 305.06 | SEC filing |
| 2026-03-09 | Padiyar Kavita · General Counsel & Corp. Sec. | Common Stock | S — Open market or private sale | −2,200 | 278.24 | SEC filing |
| 2026-03-06 | Wojcik Thomas M · President and COO | Common Stock | S — Open market or private sale | −8,000 | 286.30 | SEC filing |
| 2025-09-09 | Wojcik Thomas M · President and COO | Common Stock | S — Open market or private sale | −16,000 | 231.03 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-12 | Palandjian Tracy P. · Director | Common Stock | M — Exercise or conversion of derivative security | +2,958 | SEC filing |
| 2026-06-12 | Palandjian Tracy P. · Director | Director Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −2,958 | SEC filing |
| 2026-06-12 | Palandjian Tracy P. · Director | Common Stock | F — Payment of exercise price or tax by delivering securities | −685 | SEC filing |
| 2026-06-08 | Horgen Jay C. · President and CEO | Common Stock | M — Exercise or conversion of derivative security | +75,000 | SEC filing |
| 2026-06-08 | Horgen Jay C. · President and CEO | Employee Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −75,000 | SEC filing |
| 2026-06-08 | Horgen Jay C. · President and CEO | Common Stock | F — Payment of exercise price or tax by delivering securities | −39,671 | SEC filing |
| 2026-05-01 | Cates G. Staley · Director | Stock Units | A — Grant, award, or other acquisition | +172 | SEC filing |
| 2026-03-05 | RITCHEA DAVA · Chief Financial Officer | Stock Units | M — Exercise or conversion of derivative security | −601 | SEC filing |
Showing 8 of 37 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.