13FPulse
中
AM

AMG AFFILIATED MANAGERS GROUP

2026Q2 · CUSIP 008252108 · Sector: Financials

Cooling

Net holder growth weakened from last quarter

Funds that own it
550
Institutions that reported holding it to the SEC
Net increase in holders
+9
Last quarter 541 → now 550
How unusual is that
Above average
Stronger buying than 67% of US stocks
What the filings say, in one paragraph

550 funds held AMG at the end of 2026Q2, up 9 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $2.3B(YoY +11.8%), the P/E is 12.5x, return on equity is 28.2%. AMG has had 16 buying rushes in its history, and the price moved +4.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=397 2013Q4: holders=431 2014Q1: holders=439 2014Q2: holders=449 2014Q3: holders=452 2014Q4: holders=468 2015Q1: holders=477 2015Q2: holders=473 2015Q3: holders=466 2015Q4: holders=459 2016Q1: holders=463 2016Q2: holders=487 2016Q3: holders=482 2016Q4: holders=521 2017Q1: holders=511 2017Q2: holders=482 2017Q3: holders=477 2017Q4: holders=528 2018Q1: holders=528 2018Q2: holders=508 2018Q3: holders=489 2018Q4: holders=449 2019Q1: holders=430 2019Q2: holders=388 2019Q3: holders=355 2019Q4: holders=347 2020Q1: holders=293 2020Q2: holders=291 2020Q3: holders=275 2020Q4: holders=297 2021Q1: holders=318 2021Q2: holders=334 2021Q3: holders=332 2021Q4: holders=364 2022Q1: holders=334 2022Q2: holders=306 2022Q3: holders=332 2022Q4: holders=367 2023Q1: holders=389 2023Q2: holders=379 2023Q3: holders=357 2023Q4: holders=385 2024Q1: holders=402 2024Q2: holders=407 2024Q3: holders=421 2024Q4: holders=410 2025Q1: holders=395 2025Q2: holders=432 2025Q3: holders=450 2025Q4: holders=511 2026Q1: holders=541 2026Q2: holders=550 -61 -30.5 +0 +30.5 +61 247413578 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% — —
2025Q4 Top 10% -6.5% —
2025Q3 Top 20% +28.3% +20.0%
2025Q2 Top 10% +17.9% +51.0%
2024Q1 Top 20% +8.0% +17.0%
2023Q4 Top 20% +1.7% +9.8%
2023Q1 Top 10% -7.8% -5.4%
2022Q4 Top 20% -13.1% -19.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
223
Change in large funds
+15
Total value they hold
$8.4B
Funds buying for the first time
80
Funds that sold out entirely
71
Price change that quarter
+20.0%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
7

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
12.5
EPS (TTM)
$28.53
EPS YoY
+107.8%
Revenue (TTM)
$2.3B
Revenue YoY
+11.8%
Net margin
37.7%
ROE
28.2%
Debt ratio
55.3%
FCF (TTM)
$1.1B
Dividend (TTM)
$0.04
Quarterly Revenue & EPS
2021-09-30: EPS 3.00 2021-12-31: EPS 4.09 2022-03-31: EPS 3.44 2022-06-30: EPS 2.68 2022-09-30: EPS 2.80 2022-12-31: EPS 16.43 2023-03-31: EPS 3.47 2023-06-30: EPS 3.25 2023-09-30: EPS 5.48 2023-12-31: EPS 5.22 2024-03-31: EPS 4.14 2024-06-30: EPS 2.26 2024-09-30: EPS 3.78 2024-12-31: EPS 4.95 2025-03-31: EPS 2.20 2025-06-30: EPS 2.80 2025-09-30: EPS 6.87 2025-12-31: EPS 10.87 2026-03-31: EPS 3.84 2026-06-30: EPS 6.95 0M 346M 692M $M 0.00 9.04 18.07 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 11 4 10 17 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-21M180M381M 20162017201820192020202120222023202420252026
Latest quarter $296M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.