AMG at a glance
Affiliated Managers Group Inc (AMG, SEC CIK 1004434) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as September 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Affiliated Managers Group Inc (AMG) reported revenue of $2.1 billion (up 1.6% from FY2024) and net income of $716.6 million. Diluted EPS was $22.74.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding Affiliated Managers Group Inc (AMG) shares worth $4.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.1B
- +1.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 35 funds
- $4.2B · −1 vs prior quarter
- Latest 10-Q
- Aug 7, 2026
- Quarterly report
SignalX for AMG
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Matos Rodriguez Felix V. | M | Aug 15, 2026 | 848 | - |
| Palandjian Tracy P. | M | Aug 15, 2026 | 848 | - |
| FRANQUI ANNETTE | M | Aug 15, 2026 | 477 | - |
| Matos Rodriguez Felix V. | M | Aug 15, 2026 | 654 | - |
| STARR LOREN M | M | Aug 15, 2026 | 716 | - |
| Palandjian Tracy P. | M | Aug 15, 2026 | 848 | - |
| FRANQUI ANNETTE | M | Aug 15, 2026 | 477 | - |
| STARR LOREN M | M | Aug 15, 2026 | 716 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.1B | $2.0B | $2.1B |
| Net Income | $672.9M | $511.6M | $716.6M |
| Net Margin | 32.7% | 25.1% | 34.5% |
| Balance Sheet | |||
| Total Assets | $9.1B | $8.8B | $9.2B |
| Equity | $3.6B | $3.3B | $3.2B |
| ROE | 18.8% | 15.3% | 22.1% |
| Per Share | |||
| EPS | $17.42 | $15.13 | $22.74 |
| Cash Flow | |||
| Operating CF | $874.3M | $932.1M | $973.2M |
| CapEx | - | $3.4M | $6.1M |
Source: XBRL data in Affiliated Managers Group Inc (AMG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AMG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $4.18B |
| Q1 2026 | 36 | $3.29B |
| Q4 2025 | 33 | $3.50B |
| Q3 2025 | 33 | $3.13B |
| Q2 2025 | 32 | $2.68B |
| Q1 2025 | 29 | $1.78B |
| Q4 2024 | 26 | $1.37B |
| Q3 2024 | 23 | $724.5M |
- Millennium Management+869.7K (+16202%)
- Goldman Sachs Group+73.0K (+39%)
- Invesco Ltd+64.1K (+20%)
- Vanguard Portfolio Management LLC+32.0K (+2%)
- Bank of America Corp+22.8K (+6%)
- Morgan Stanley−245.3K (-14%)
- BlackRock−94.9K (-3%)
- Citadel Advisors LLC−48.7K (-20%)
- Dimensional Fund Advisors−48.1K (-7%)
- State Street Corp−43.4K (-5%)
- Bridgewater Associates LP−6.5K
- Allstate−4.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 247 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AMG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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AMG SEC filings: frequently asked questions
Which institutions hold AMG stock?
As of June 30, 2026, the largest Affiliated Managers Group Inc (AMG) holders among the 13F filers tracked by SignalX were BlackRock ($938.3 million), Morgan Stanley ($503.3 million), Vanguard Portfolio Management LLC ($471.0 million), Vanguard Capital Management LLC ($389.5 million), State Street Corp ($298.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AMG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Affiliated Managers Group Inc (AMG) reported revenue of $2.1 billion (up 1.6% from FY2024) and net income of $716.6 million. Diluted EPS was $22.74. The figures come from the XBRL data in the 10-K.
What are the latest AMG SEC filings?
Affiliated Managers Group Inc (AMG) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on September 25, 2026.
What is AMG's SEC CIK number?
Affiliated Managers Group Inc (AMG)'s SEC Central Index Key (CIK) is 1004434. EDGAR lists every AMG filing under that number.
Ask anything about AMG
The research agent reads AMG's filings, financials, insider trades and 13F holders, then answers with sources.