| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $39.7M | 0.05% | 117.44K | +7.0% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a AMG trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Aug 13, 2026 | Franqui Annette VDirector | — | 477 | — |
| Aug 13, 2026 | Starr Loren MDirector | — | 716 | — |
| Aug 13, 2026 | Palandjian Tracy PunDirector | — | 848 | — |
| Aug 13, 2026 | Matos Rodriguez Felix VDirector | — | 654 | — |
| Jun 11, 2026 | Palandjian Tracy PunDirector | Conversion of Exercise of derivative security at price 82.07 per share. | 3K | $242.76K |
| Jun 7, 2026 | Horgen Jay CChief Executive Officer | Sale at price 338.27 per share. | 17.5K | $5.92M |
| Jun 7, 2026 | Horgen Jay CChief Executive Officer | Conversion of Exercise of derivative security at price 74.49 per share. | 75K | $5.59M |
| May 31, 2026 | Franqui Annette VDirector | Purchase at price 304.88 per share. | 750 | $228.66K |
| May 7, 2026 | Matos Rodriguez Felix VDirector | Sale at price 300.18 per share. | 1K | $300.18K |
| May 5, 2026 | Ryan David ChristopherDirector | Sale at price 305.06 per share. | 3.4K | $1.04M |
| May 5, 2026 | Cates G. StaleyDirector | Purchase at price 305.83 per share. | 1.5K | $458.75K |
| Mar 8, 2026 | Padiyar KavitaGeneral Counsel | Sale at price 278.24 per share. | 2.2K | $612.13K |
| Mar 5, 2026 | Wojcik Thomas M.President | Sale at price 286.30 per share. | 8K | $2.29M |
| Mar 4, 2026 | Franqui Annette VDirector | — | 548 | — |
| Mar 4, 2026 | Starr Loren MDirector | — | 652 | — |
| Mar 4, 2026 | Horgen Jay CChief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 27.3K | — |
| Mar 4, 2026 | Horgen Jay CChief Executive Officer | — | 17.6K | — |
| Mar 4, 2026 | Palandjian Tracy PunDirector | — | 867 | — |
| Mar 4, 2026 | Alvingham Karen L.Director | — | 867 | — |
| Mar 4, 2026 | Ryan David ChristopherDirector | — | 867 | — |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.6 | -2.2 | -9.6 | 6.5 | 2.8 | 11.7 | 8.4 | 0.4 | -0.7 | 3.8 | +31.6% | ||
| 2025 | 1.6 | -9.1 | -1.7 | -1.4 | 6.3 | 11.8 | 6.7 | 7.1 | 6.1 | -0.2 | 13.0 | 7.2 | +55.9% |
| 2024 | -1.7 | 5.0 | 7.1 | -6.8 | 4.2 | -3.9 | 18.8 | -6.4 | 2.3 | 9.1 | -3.3 | -1.4 | +22.1% |
| 2023 | 9.0 | -7.7 | -10.7 | 1.4 | -3.7 | 7.8 | -7.5 | -3.3 | -2.7 | -5.8 | 10.4 | 11.7 | −4.4% |
| 2022 | -11.1 | -5.4 | 1.9 | -10.9 | 6.4 | -12.7 | 8.4 | 0.8 | -12.2 | 11.0 | 29.2 | -1.2 | −3.7% |
| 2021 | 8.3 | 27.0 | 6.5 | 8.1 | 1.8 | -6.0 | 2.7 | 7.4 | -11.2 | 11.1 | 1.3 | -3.3 | +61.8% |
| 2020 | -5.8 | -5.8 | -21.4 | 18.3 | -4.8 | 11.9 | -7.7 | -0.2 | -0.4 | 10.2 | 15.6 | 16.7 | +20.0% |
| 2019 | 7.7 | 4.4 | -2.3 | 3.6 | -24.4 | 9.9 | -6.9 | -10.7 | 8.8 | -4.2 | 6.9 | -0.7 | −13.0% |
| 2018 | -2.7 | -5.1 | 0.1 | -13.0 | -3.4 | -6.6 | 7.6 | -8.7 | -6.4 | -16.9 | -2.2 | -12.3 | −52.5% |
| 2017 | 4.9 | 10.2 | -2.4 | 1.0 | -7.1 | 7.8 | 12.0 | -4.9 | 7.4 | -1.8 | 6.5 | 3.3 | +41.3% |
| 2016 | -16.0 | 3.4 | 17.1 | 4.9 | 1.9 | -18.9 | 4.3 | -3.2 | 1.9 | -8.3 | 11.6 | -1.9 | −9.1% |
| 2015 | -3.2 | 5.3 | -0.8 | 5.3 | -1.1 | -2.3 | -4.9 | -10.3 | -8.3 | 5.4 | -1.7 | -9.9 | −24.7% |
| 2014 | -8.1 | -5.6 | 6.4 | -0.9 | -4.8 | 8.9 | -3.0 | 6.0 | -5.1 | -0.3 | 1.9 | 4.2 | −2.1% |
| 2013 | 10.6 | 1.6 | 5.0 | 1.4 | 5.3 | -0.0 | 10.0 | -3.3 | 4.8 | 8.1 | 1.4 | 8.3 | +66.6% |
| 2012 | 4.8 | 5.9 | 5.1 | 1.6 | -9.3 | 6.2 | 2.0 | 5.4 | 4.6 | 2.8 | 1.9 | 1.0 | +35.6% |
| 2011 | 2.6 | 4.8 | 2.5 | -0.3 | -3.1 | -4.0 | 2.8 | -16.5 | -10.5 | 18.7 | 2.1 | 1.5 | −3.3% |
| 2010 | -10.1 | 17.4 | 11.1 | 6.6 | -14.9 | -15.2 | 16.6 | -9.3 | 21.5 | 9.7 | 2.1 | 13.5 | +47.3% |
| 2009 | -4.1 | -10.5 | 15.9 | 36.3 | -1.3 | 3.7 | 13.5 | -1.0 | -0.5 | -2.3 | 2.7 | 3.3 | +60.7% |
| 2008 | -16.2 | -2.1 | -5.8 | 9.5 | 3.2 | -12.1 | -4.1 | 10.2 | -13.0 | -44.0 | -39.6 | 49.7 | −64.3% |
| 2007 | 6.0 | 1.9 | -4.5 | 8.6 | 10.7 | -1.1 | -12.2 | 0.2 | 12.6 | 3.2 | -5.5 | -5.5 | +11.7% |
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
Buy / hold / sell counts