Morgan Stanley

13F Holdings History for AFFILIATED MANAGERS GROUP, INC. - Common Stock (AMG)

Symbol: AMG on NYSE
Investment type: Equity / Common Stock
Latest Disclosed Ownership: 1.98M shares
Security Ownership: 7%

Shares, Excluding Options vs Price

Value, Excluding Options

Morgan Stanley ownership in AFFILIATED MANAGERS GROUP, INC. Common Stock (AMG)

2025-11-07 - Morgan Stanley has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1.98M shares of AFFILIATED MANAGERS GROUP, INC. Common Stock (AMG). This represents 7% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Morgan Stanley	7%		$473M	1.98M			$238.43	13G/A	9/30/2025	7 Nov 2025 12:16:29

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
9/30/2025	0.03%	0%	$463M	1.94M	-75,976	-3.77%	$238.43	Q3 2025
6/30/2025	0.03%	0%	$397M	2.02M	-277,034	-12.1%	$196.77	Q2 2025
3/31/2025	0.03%	+0%	$386M	2.29M	+14,597		$168.03	Q1 2025
3/31/2025			$308	1			$308.00^*	Q1 2025
12/31/2024	0.03%	0%	$422M	2.28M	-87,582		$184.92	Q4 2024
12/31/2024			$323	1			$323.00^*	Q4 2024
9/30/2024	0.03%	+0%	$421M	2.37M	+152,796		$177.80	Q3 2024
6/30/2024	0.03%	0%	$346M	2.21M	-279,684		$156.23	Q2 2024
3/31/2024	0.03%		$418M	2.49M			$167.47	Q1 2024
12/31/2023	0.03%		$392M	2.59M			$151.42	Q4 2023
12/31/2023	0.03%		$202	1			$202.00^*	Q4 2023
9/30/2023	0.03%	+0%	$323M	2.47M	+41,120	+1.69%	$130.34	Q3 2023
6/30/2023	0.04%	0%	$365M	2.43M	-321,430	-11.7%	$149.89	Q2 2023
3/31/2023	0.04%	0%	$392M	2.75M	-18,054	-0.65%	$142.42	Q1 2023
12/31/2022	0.05%	+0.04%	$439M	2.77M	+2,497,690	+907%	$158.43	Q4 2022
9/30/2022	0%	+0%	$30.8M	275K	+38,916	+16.5%	$111.85	Q3 2022
6/30/2022	0%	+0%	$27.6M	236K	+205,123	+657%	$116.61^*	Q2 2022
3/31/2022	0%	0%	$4.4M	31.2K	-2,262	-6.76%	$140.94	Q1 2022
12/31/2021	0%	0%	$5.51M	33.5K	-39,102	-53.9%	$164.52	Q4 2021
9/30/2021	0%	+0%	$11M	72.6K	+21,407	+41.8%	$151.08	Q3 2021
6/30/2021	0%	0%	$7.89M	51.2K	-7,376	-12.6%	$154.21	Q2 2021
3/31/2021	0%	0%	$8.73M	58.5K	-28,556	-32.8%	$149.05	Q1 2021
12/31/2020	0%	+0%	$8.86M	87.1K	+76,035	+687%	$101.71	Q4 2020
9/30/2020	0%	0%	$757K	11.1K	-946	-7.88%	$68.41	Q3 2020
6/30/2020	0%	0%	$895K	12K	-11,202	-48.3%	$74.51	Q2 2020
3/31/2020	0%	0%	$1.37M	23.2K	-21,002	-47.5%	$59.10	Q1 2020
12/31/2019	0%	0%	$3.75M	44.2K	-36,026	-44.9%	$84.74	Q4 2019
9/30/2019	0%	+0%	$6.69M	80.2K	+59,023	+278%	$83.36	Q3 2019
6/30/2019	0%	0%	$1.96M	21.2K	-6,805	-24.3%	$92.13	Q2 2019
3/31/2019	0%	0%	$3M	28K	-57,096	-67.1%	$107.12	Q1 2019
12/31/2018	0%	0%	$8.29M	85.1K	-27,214	-24.2%	$97.43	Q4 2018
9/30/2018	0%	0%	$15.4M	112K	-36,059	-24.3%	$136.72	Q3 2018
6/30/2018	0.01%	+0%	$22.1M	148K	+64,059	+76%	$148.67	Q2 2018
3/31/2018	0%	0%	$16M	84.3K	-41,761	-33.1%	$189.59	Q1 2018
12/31/2017	0.01%	+0%	$25.9M	126K	+20,129	+19%	$205.24	Q4 2017
9/30/2017	0.01%	+0%	$20.1M	106K	+22,203	+26.5%	$189.83	Q3 2017
6/30/2017	0%	0%	$13.9M	83.8K	-30,188	-26.5%	$165.85	Q2 2017
3/31/2017	0.01%	0%	$18.7M	114K	-13,463	-10.6%	$163.96	Q1 2017
12/31/2016	0.01%	-0.01%	$18.5M	127K	-223,160	-63.7%	$145.30	Q4 2016
9/30/2016	0.02%	-0.01%	$50.7M	351K	-288,790	-45.2%	$144.70	Q3 2016
6/30/2016	0.03%	+0.01%	$90M	639K	+234,864	+58.1%	$140.77	Q2 2016
3/31/2016	0.03%	+0.01%	$65.7M	405K	+104,935	+35%	$162.40	Q1 2016
12/31/2015	0.02%	+0.01%	$47.9M	300K	+163,296	+120%	$159.76	Q4 2015
9/30/2015	0.01%	+0%	$23.3M	136K	+60,280	+79.3%	$170.99	Q3 2015
6/30/2015	0.01%	-0.01%	$16.6M	76K	-73,405	-49.1%	$218.61	Q2 2015
3/31/2015	0.01%	+0.01%	$32.1M	149K	+80,058	+115%	$214.79	Q1 2015
12/31/2014	0.01%	-0.01%	$14.7M	69.3K	-95,398	-57.9%	$212.23	Q4 2014
9/30/2014	0.01%	+0%	$33M	165K	+5,998	+3.78%	$200.36	Q3 2014
6/30/2014	0.01%	+0%	$32.6M	159K	+28,594	+22%	$205.40	Q2 2014
3/31/2014	0.01%	+0%	$26M	130K	+30,814	+31%	$200.07	Q1 2014
12/31/2013	0.01%		$21.5M	99.3K			$216.89	Q4 2013

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.