Affiliated Managers Group, Inc.
DE ˙ DB ˙ US0082521081
270,00 € ↑14,00 (5,47%)
2026-06-04
CENA AKCJI
SecurityDE:AFS / Affiliated Managers Group, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,864 shares
Latest Disclosed Value $ 515,769
IFP Advisors, Inc reports 203.09% increase in ownership of AFS / Affiliated Managers Group, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,864 shares of Affiliated Managers Group, Inc. (DE:AFS) valued at $439,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 615 shares of Affiliated Managers Group, Inc.. This represents a change in shares of 203.09% during the quarter. The current value of the position is $503,280 USD.

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)
2026-04-13 2026-03-31 13F AFFILIATED MANAGERS GROUP cs 008252108 1,864 1,249 203.09 516 190.96 0.0107
2026-02-06 2025-12-31 13F AFFILIATED MANAGERS GROUP IN cs 008252108 615 539 709.21 177 883.33 0.0040
2026-02-06 2025-09-30 13F/A-1 AFFILIATED MANAGERS GROUP INCOM cs 008252108 76 0 0.00 18 28.57 0.0005
2025-12-02 2025-09-30 13F AFFILIATED MANAGERS GROUP INCOM cs 008252108 77 1 18 0.0005
2025-07-24 2025-06-30 13F AFFILIATED MANAGERS GROUP IN cs 008252108 76 -38 -33.33 15 -26.32 0.0004
2025-05-05 2025-03-31 13F AFFILIATED MANAGERS GROUP IN cs 008252108 114 19 20.00 19 11.76 0.0006
2025-02-04 2024-12-31 13F AFFILIATED MANAGERS GROUP IN cs 008252108 95 22 30.14 18 41.67 0.0006
2025-02-04 2024-09-30 13F AFFILIATED MANAGERS GROUP IN cs 008252108 73 -173 -70.33 13 -68.42 0.0005
2024-07-30 2024-06-30 13F AFFILIATED MANAGERS GROUP IN cs 008252108 246 56 29.47 38 22.58 0.0015
2024-07-30 2024-03-31 13F AFFILIATED MANAGERS GROUP IN cs 008252108 190 -67 -26.07 32 -18.42 0.0014
2024-01-09 2023-12-31 13F AFFILIATED MANAGERS GROUP IN cs 008252108 257 -65 -20.19 39 -7.32 0.0018
2023-10-12 2023-09-30 13F AFFILIATED MANAGERS GROUP IN cs 008252108 322 -5 -1.53 42 -16.33 0.0019
2023-08-14 2023-06-30 13F/A-1 AFFILIATED MANAGERS GROUP IN cs 008252108 327 69 26.74 49 206.25 0.0020
2023-08-04 2023-06-30 13F AFFILIATED MANAGERS GROUP IN cs 008252108 327 69 20 0.0009
2023-04-18 2023-03-31 13F AFFILIATED MANAGERS GROUP IN cs 008252108 258 -65 -20.12 16 0.0007
2023-02-07 2022-12-31 13F AFFILIATED MANAGERS GROUP IN cs 008252108 323 -116 -26.42 0 -100.00 0.0008
2022-11-08 2022-09-30 13F AFFILIATED MANAGERS GROUP IN cs 008252108 439 158 56.23 32 68.42 0.0008
2022-09-06 2022-06-30 13F/A-1 AFFILIATED MANAGERS GROUP IN cs 008252108 281 0 0.00 19 0.00 0.0006
2022-09-06 2022-03-31 13F/A-1 AFFILIATED MANAGERS GROUP IN cs 008252108 281 10 3.69 19 -58.70 0.0006
2022-08-08 2022-03-31 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 270 -1 19 0.0004
2022-01-12 2021-12-31 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 271 -136 -33.42 46 -26.98 0.0009
2021-10-06 2021-09-30 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 407 142 53.58 63 50.00 0.0013
2021-07-13 2021-06-30 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 265 5 1.92 42 10.53 0.0009
2021-04-30 2021-03-31 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 260 -18 -6.47 38 35.71 0.0007
2021-01-25 2020-12-31 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 278 0 0.00 28 47.37 0.0011
2020-10-29 2020-09-30 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 278 0 0.00 19 -5.00 0.0011
2020-08-05 2020-06-30 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 278 -4 -1.42 20 25.00 0.0016
2020-05-12 2020-03-31 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 282 217 333.85 16 220.00 0.0016
2020-01-17 2019-12-31 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 65 54 490.91 5 400.00 0.0004
2019-11-07 2019-09-30 13F AFFILIATED MANAGERS GROUP IN COM Stock 008252108 11 11 1 0.0001
2019-05-15 2019-03-31 13F AFFILIATED MANAGERS GROUP Stock 008252108 0 -18 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 AFFILIATED MANAGERS GROUP Stock 008252108 18 -51 -73.91 2 -77.78 0.0001
2019-01-23 2018-12-31 13F AFFILIATED MANAGERS GROUP Stock 008252108 18 -51 2 0.0001
2019-06-03 2018-09-30 13F/A-9 AFFILIATED MANAGERS GROUP Stock 008252108 69 -87 -55.77 9 -60.87 0.0004
2018-10-25 2018-09-30 13F AFFILIATED MANAGERS GROUP Stock 008252108 69 -87 9 0.0004
2019-06-03 2018-06-30 13F/A-8 AFFILIATED MANAGERS GROUP Stock 008252108 156 -128 -45.07 23 -60.34 0.0010
2018-08-07 2018-06-30 13F AFFILIATED MANAGERS GROUP Stock 008252108 156 -148 23
2019-06-03 2018-03-31 13F/A-7 AFFILIATED MANAGERS GROUP COM Stock 008252108 284 0 0.00 58 0.00 0.0026
2018-05-09 2018-03-31 13F AFFILIATED MANAGERS GROUP Stock 008252108 304 20 58
2019-06-03 2017-12-31 13F/A-6 AFFILIATED MANAGERS GROUP COM Stock 008252108 284 65 29.68 58 38.10 0.0026
2018-01-24 2017-12-31 13F AFFILIATED MANAGERS GROUP COM Stock 008252108 284 65 58
2017-10-30 2017-09-30 13F AFFILIATED MANAGERS GROUP COM Stock 008252108 219 -14 -6.01 42 7.69 0.0017
2019-06-03 2017-06-30 13F/A-5 AFFILIATED MANAGERS GROUP COM Stock 008252108 233 61 35.47 39 39.29 0.0017
2017-07-31 2017-06-30 13F AFFILIATED MANAGERS GROUP COM Stock 008252108 233 61 39
2019-06-03 2017-03-31 13F/A-4 AFFILIATED MANAGERS GROUP COM Stock 008252108 172 -329 -65.67 28 -61.64 0.0012
2017-04-26 2017-03-31 13F AFFILIATED MANAGERS GROUP COM Stock 008252108 172 -329 28
2019-06-03 2016-12-31 13F/A-3 AFFILIATED MANAGERS GROUP COM Stock 008252108 501 13 2.66 73 2.82 0.0035
2017-02-14 2016-12-31 13F AFFILIATED MANAGERS GROUP COM Stock 008252108 501 13 73
2016-11-04 2016-09-30 13F AFFILIATED MANAGERS GROUP COM Stock 008252108 488 3 0.62 71 4.41 0.0037
2019-06-03 2016-06-30 13F/A-2 AFFILIATED MANAGERS GROUP COM Stock 008252108 485 301 163.59 68 126.67 0.0038
2016-08-22 2016-06-30 13F AFFILIATED MANAGERS GROUP COM Stock 008252108 485 301 68
2016-05-02 2016-03-31 13F AFFILIATED MANAGERS GROUP COM Stock 008252108 184 -38 -17.12 30 -14.29 0.0018
2016-02-11 2015-12-31 13F AFFILIATED MANAGERS GROUP COM Stock 008252108 222 222 35 0.0023
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.