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Who owns Affiliated Managers Group (AMG)?

213 US mutual funds and ETFs from 98 fund families reported a position in AMG for the quarter ending 2026-06-30. Against their own report a quarter earlier, 51 raised shares, 11 opened a new position, 102 cut and 8 sold out.

Largest fund families

Fund familyFundsShare of fund-held shares
Vanguard Index Funds424.9%
Ishares Trust1116.6%
Capitol Series Trust210.0%
Eaton Vance Growth Trust19.6%
John Hancock Funds Iii18.4%
Ariel Investment Trust23.6%

Tracked managers holding AMG

InvestorBook weight
Ariel3.4%

Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about AMG. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.

Which of these holders do we expect to add AMG next quarter?

Our model ranks every tracked manager’s likely next buys from 13F filings. Request the dataset sample with a work email.

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