Affiliated Managers Group filings document the company’s asset-management affiliate model, operating results, capital structure, and public-company governance. Its Form 8-K disclosures include quarterly and annual financial results, dividends, share repurchase authorizations, senior note issuance, redemptions of trust preferred securities, and changes involving directors or executive officers.
AMG’s proxy materials cover board elections, executive compensation, equity awards, shareholder voting matters, and governance practices. The filing record also identifies its NYSE-listed common stock and junior subordinated notes, alongside material agreements and exhibit disclosures that relate to the company’s financing and reporting obligations.
Vanguard Capital Management reported beneficial ownership of 1,386,744 shares of Affiliated Managers Group Inc. common stock, representing 5.19% of the class as of 03/31/2026. The filing states Vanguard has sole voting power for 211,998 shares and sole dispositive power for 1,386,744 shares. The disclosure covers holdings managed by Vanguard Capital Management and affiliated investment divisions and was signed on 04/29/2026.
Affiliated Managers Group Inc Schedule 13G shows Vanguard Portfolio Management beneficially owned 1,368,430 shares of common stock, representing 5.12% as of 03/31/2026. The filing states Vanguard has sole dispositive power over 1,368,430 shares and sole voting power for 8,637 shares. The filing is signed on 04/28/2026.
AFFILIATED MANAGERS GROUP, INC. executive Cheerag B. Patel, Head of Affiliate Engagement, has filed a Form 3 showing his initial beneficial ownership in the company. The filing reports direct ownership of 39,659 shares of Common Stock as of the reported date, with no buy or sell transactions disclosed.
Affiliated Managers Group, Inc. (AMG) is asking stockholders to vote on directors, executive pay, and auditors at its 2026 annual meeting. The meeting is scheduled for May 27, 2026 in Prides Crossing, Massachusetts, with stockholders of record on April 6, 2026 entitled to vote one share per outstanding share of common stock, totaling 26,554,106 shares.
Seven directors are nominated, six of whom are independent, and the board uses annual, majority-vote elections with a non-executive independent chair. Stockholders will cast a non-binding advisory vote on executive compensation after 97% support in 2025, and will vote on ratifying PricewaterhouseCoopers LLP as independent auditor.
The proxy highlights AMG’s 2025 results, including Economic earnings per share of $26.05, up 22%, GAAP diluted EPS of $22.74, up 50%, and Adjusted EBITDA of $1,076.8 million, up 11%. AMG reports record $74 billion net inflows into alternative strategies, a roughly 9% share count reduction in 2025, and approximately $700 million returned to stockholders. The compensation program ties CEO pay to a formulaic scorecard; for 2025 a 134% performance score was capped so CEO total compensation did not exceed $17.5 million.
AFFILIATED MANAGERS GROUP, INC. director Cates G. Staley filed an initial Form 3 showing ownership of 4,905 shares of Common Stock held directly. This filing does not report a new purchase or sale; it simply discloses Staley’s existing beneficial holdings upon becoming a reporting insider.
Affiliated Managers Group Inc ownership filing: The Vanguard Group amended its Schedule 13G to report 0 shares beneficially owned and 0% of the class. The amendment states Vanguard implemented an internal realignment and certain subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.
The filing is administrative and reflects disaggregation of holdings under the cited SEC release rather than an active purchase or sale.
Affiliated Managers Group president and COO Thomas M. Wojcik reported multiple share transactions around his employment termination. On March 5, 2026, previously reported equity awards vested and a March 2023 performance award settled, adding 7,272 common shares from stock units and a separate 10,619-share grant. To cover tax withholding on these vestings, 9,136 shares of common stock were automatically surrendered to the company. On March 6, 2026, in connection with his termination and the cancellation of all then-outstanding unvested awards, he executed an open‑market sale of 8,000 common shares at a weighted average price of $286.30, leaving 159,465 common shares directly owned.
Affiliated Managers Group General Counsel Kavita Padiyar reported a mix of stock transactions. On March 9, 2026, she sold 2,200 shares of common stock in an open-market transaction at a weighted average price of $278.24 per share, leaving her with 42,672 directly held shares. The sale prices ranged from $278.00 to $278.51.
On March 5, 2026, previously reported stock unit awards vested and were converted into 2,288 shares of common stock, and she received additional grants of 2,426 common shares and 1,191 stock units. A portion of shares (2,282) was automatically surrendered to the company to satisfy tax withholding obligations. The new award issued under the 2020 Equity Incentive Plan vests in four equal installments on March 5 of 2027, 2028, 2029, and 2030.
AFFILIATED MANAGERS GROUP, INC. Chief Executive Officer Jay C. Horgen reported multiple equity compensation transactions on March 5, 2026. Previously granted stock units vested and were exercised, converting 17,563 stock units into 17,563 shares of common stock at a stated price of $0.00 per share.
Horgen also received new awards of 8,544 stock units and a separate grant of 27,260 shares of common stock, both at a stated price of $0.00, reflecting equity incentives under company plans. To satisfy tax withholding obligations tied to these vestings, 18,333 shares of common stock were automatically surrendered to the company at $299.18 per share.
After these transactions, Horgen directly owned 336,877 shares of common stock and held additional indirect positions of 34,058 shares through family trusts and 200,000 shares through a grantor retained annuity trust, as disclosed in the filing footnotes.