Affiliated Managers Group, Inc.
DE ˙ DB ˙ US0082521081
256,00 € ↓ -2,00 (-0,78%)
2026-06-03
AKTIENPREIS
SecurityDE:AFS / Affiliated Managers Group, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,983,387 shares
Ownership 7.00%
Morgan Stanley ownership in AFS / Affiliated Managers Group, Inc.

2025-11-07 - Morgan Stanley has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,983,387 shares of Affiliated Managers Group, Inc. (DE:AFS). This represents 7.0 percent ownership of the company. In their previous filing dated 2024-11-06 , Morgan Stanley had reported owning 2,380,121 shares, indicating a decrease of -16.67 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-11-07 2025-11-07 13G/A 2,380,121 1,983,387 -16.67 7.00 -12.50
2024-11-06 2024-11-06 13G/A 2,358,971 2,380,121 0.90 8.00 14.29
2024-02-12 2024-02-12 13G/A 2,703,663 2,358,971 -12.75 7.00 -2.78
2023-02-08 2023-02-08 13G/A 2,653,306 2,703,663 1.90 7.20 10.77
2022-02-09 2022-02-09 13G/A 2,618,721 2,653,306 1.32 6.50 1.56
2021-12-10 2021-12-10 13G/A 2,618,721 6.40

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AFFILIATED MANAGERS GROUP COM 008252108 1,732,512 26,791 1.57 479,387 -2.51 0.0289
2026-05-27 2025-12-31 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 1,705,721 -235,797 -12.14 491,726 6.22 0.0294
2026-02-13 2025-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 1,705,721 -235,797 491,726 0.0294
2026-05-27 2025-09-30 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 1,941,518 -75,976 -3.77 462,917 16.61 0.0280
2025-11-14 2025-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 1,941,518 -75,976 462,917 0.0280
2025-08-15 2025-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,017,494 -277,035 -12.07 396,983 2.97 0.0259
2025-05-15 2025-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,294,529 14,597 0.64 385,550 -8.55 0.0276
2025-05-15 2024-12-31 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 2,279,932 -87,581 -3.70 421,606 0.16 0.0295
2025-02-14 2024-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,279,932 -87,581 421,606 0.0295
2025-05-14 2024-09-30 13F/A-2 AFFILIATED MANAGERS GROUP IN COM 008252108 2,367,513 152,796 6.90 420,944 21.66 0.0305
2025-02-14 2024-09-30 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 2,367,513 152,796 420,944 0.0305
2024-11-14 2024-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,367,513 152,796 420,944 0.0036
2025-05-14 2024-06-30 13F/A-2 AFFILIATED MANAGERS GROUP IN COM 008252108 2,214,717 -279,684 -11.21 346,006 -17.17 0.0268
2024-10-17 2024-06-30 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 2,214,717 -279,684 346,006 0.0268
2024-08-14 2024-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,214,717 -279,684 346,006 0.0268
2024-10-17 2024-03-31 13F/A-2 AFFILIATED MANAGERS GROUP IN COM 008252108 2,494,401 -92,442 -3.57 417,738 6.65 0.0335
2024-08-16 2024-03-31 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 2,494,401 -92,442 417,738 0.0335
2024-05-15 2024-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,494,401 -92,442 417,738 0.0335
2024-08-16 2023-12-31 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 2,586,843 112,266 4.54 391,700 21.44 0.0345
2024-02-13 2023-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,586,843 112,266 391,700 0.0345
2023-11-15 2023-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,474,577 41,120 1.69 322,537 -11.57 0.0328
2023-08-14 2023-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,433,457 -321,430 -11.67 364,751 -7.03 0.0359
2023-05-15 2023-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,754,887 -18,054 -0.65 392,351 -10.69 0.0421
2023-02-14 2022-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 2,772,941 2,497,690 907.42 439,317 1,326.96 0.0499
2022-11-14 2022-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 275,251 38,916 16.47 30,787 11.72 0.0042
2022-10-27 2022-06-30 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 236,335 205,123 657.19 27,558 526.46 0.0036
2022-08-15 2022-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 236,335 205,123 27,558 0.0007
2022-10-27 2022-03-31 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 31,212 -2,262 -6.76 4,399 -20.12 0.0006
2022-05-13 2022-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 31,212 -2,262 4,399 0.0006
2022-02-14 2021-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 33,474 -39,103 -53.88 5,507 -49.78 0.0007
2021-11-15 2021-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 72,577 21,407 41.84 10,965 38.96 0.0015
2021-08-23 2021-06-30 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 51,170 -7,377 -12.60 7,891 -9.57 0.0010
2021-08-16 2021-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 51,170 -7,377 7,891 0.0002
2021-05-17 2021-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 58,547 -28,556 -32.78 8,726 -1.50 0.0013
2021-02-16 2020-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 87,103 76,035 686.98 8,859 1,070.28 0.0014
2020-11-13 2020-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 11,068 -946 -7.87 757 -15.42 0.0001
2020-08-14 2020-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 12,014 -11,202 -48.25 895 -34.77 0.0002
2020-05-26 2020-03-31 13F/A-1 AFFILIATED MANAGERS GROUP IN COM 008252108 23,216 -21,000 -47.49 1,372 -63.38 0.0004
2020-05-15 2020-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 23,216 -21,000 1,372 105.3982
2020-02-14 2019-12-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 44,216 -36,027 -44.90 3,747 -43.98 0.0009
2019-11-14 2019-09-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 80,243 59,024 278.17 6,689 242.15 0.0018
2019-08-14 2019-06-30 13F AFFILIATED MANAGERS GROUP IN COM 008252108 21,219 -6,805 -24.28 1,955 -34.88 0.0005
2019-05-15 2019-03-31 13F AFFILIATED MANAGERS GROUP IN COM 008252108 28,024 -57,096 -67.08 3,002 -63.80 0.0008
2019-02-14 2018-12-31 13F AFFILIATED MANAGERS GROUP COM 008252108 85,120 -27,214 -24.23 8,293 -46.00 0.0025
2019-04-23 2018-09-30 13F/A-2 AFFILIATED MANAGERS GROUP COM 008252108 112,334 -36,059 -24.30 15,358 -30.38 0.0038
2018-11-20 2018-09-30 13F/A-1 AFFILIATED MANAGERS GROUP COM 008252108 112,334 0 15,358 0.0038
2018-11-14 2018-09-30 13F AFFILIATED MANAGERS GROUP COM 008252108 112,334 -36,059 15,358
2019-04-23 2018-06-30 13F/A-1 AFFILIATED MANAGERS GROUP COM 008252108 148,393 64,059 75.96 22,061 37.98 0.0060
2018-08-14 2018-06-30 13F AFFILIATED MANAGERS GROUP COM 008252108 148,393 64,059 22,061
2019-04-23 2018-03-31 13F/A-1 AFFILIATED MANAGERS GROUP COM 008252108 84,334 -41,761 -33.12 15,989 -38.22 0.0044
2018-05-14 2018-03-31 13F AFFILIATED MANAGERS GROUP COM 008252108 84,334 -41,761 15,989
2019-04-23 2017-12-31 13F/A-1 AFFILIATED MANAGERS GROUP COM 008252108 126,095 20,129 19.00 25,880 28.65 0.0071
2018-02-14 2017-12-31 13F AFFILIATED MANAGERS GROUP COM 008252108 126,095 20,129 25,880
2017-11-14 2017-09-30 13F AFFILIATED MANAGERS GROUP COM 008252108 105,966 22,203 26.51 20,116 44.80 0.0060
2017-08-11 2017-06-30 13F AFFILIATED MANAGERS GROUP COM 008252108 83,763 -30,188 -26.49 13,892 -25.64 0.0042
2017-05-22 2017-03-31 13F/A-1 AFFILIATED MANAGERS GROUP COM 008252108 113,951 -13,463 -10.57 18,683 0.92 0.0057
2017-05-12 2017-03-31 13F AFFILIATED MANAGERS GROUP COM 008252108 113,951 18,683
2017-02-22 2016-12-31 13F/A-1 AFFILIATED MANAGERS GROUP COM 008252108 127,414 -223,160 -63.66 18,513 -63.51 0.0061
2017-02-13 2016-12-31 13F AFFILIATED MANAGERS GROUP COM 008252108 127,414 18,513
2016-11-10 2016-09-30 13F AFFILIATED MANAGERS GROUP COM 008252108 350,574 -288,790 -45.17 50,728 -43.64 0.0173
2016-08-12 2016-06-30 13F AFFILIATED MANAGERS GROUP COM 008252108 639,364 234,864 58.06 90,004 37.01 0.0325
2016-05-12 2016-03-31 13F AFFILIATED MANAGERS GROUP COM 008252108 404,500 104,935 35.03 65,690 37.26 0.0253
2016-02-09 2015-12-31 13F AFFILIATED MANAGERS GROUP COM 008252108 299,565 163,296 119.83 47,858 105.40 0.0173
2016-02-08 2015-09-30 13F/A-1 AFFILIATED MANAGERS GROUP COM 008252108 136,269 60,280 79.33 23,300 40.26 0.0086
2015-11-09 2015-09-30 13F AFFILIATED MANAGERS GROUP COM 008252108 136,269 23,300
2015-08-12 2015-06-30 13F AFFILIATED MANAGERS GROUP COM 008252108 75,989 -73,405 -49.14 16,612 -48.23 0.0058
2015-05-14 2015-03-31 13F AFFILIATED MANAGERS GROUP COM 008252108 149,394 80,058 115.46 32,089 118.07 0.0118
2015-02-13 2014-12-31 13F AFFILIATED MANAGERS GROUP COM 008252108 69,336 -95,398 -57.91 14,715 -55.42 0.0054
2014-12-16 2014-09-30 13F/A-1 AFFILIATED MANAGERS GROUP COM 008252108 164,734 5,998 3.78 33,006 1.23 0.0127
2014-11-14 2014-09-30 13F AFFILIATED MANAGERS GROUP COM 008252108 164,734 33,006
2014-08-12 2014-06-30 13F AFFILIATED MANAGERS GROUP COM 008252108 158,736 28,594 21.97 32,605 25.23 0.0558
2014-05-13 2014-03-31 13F AFFILIATED MANAGERS GROUP COM 008252108 130,142 30,813 31.02 26,037 20.86 0.0109
2014-02-13 2013-12-31 13F AFFILIATED MANAGERS GROUP COM 008252108 99,329 -46,266 -31.78 21,543 -18.98 0.0092
2013-11-13 2013-09-30 13F AFFILIATED MANAGERS GROUP I COM 008252108 145,595 5,933 4.25 26,591 16.13 0.0126
2013-08-08 2013-06-30 13F AFFILIATED MANAGERS GROUP I COM 008252108 139,662 139,662 22,897 0.0115
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.