This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AMG/capital-change-brief"
Use Arkolith's capital_change_brief for AMG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $793.5M | 2.9M | ▲+2.4% Added · +68K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $479.4M | 1.7M | ▲+1.6% Added · +27K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $376.3M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $325.1M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 5 | ARIEL INVESTMENTS, LLC | $294.4M | 1.1M | ▼−10.0% Reduced · −118K sh | Q1 2026 | |
| 6 | Boston Partners | $268.7M | 971K | ▼−15% Reduced · −165K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $256.4M | 927K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | $210.4M | 760K | ▲+11% Added · +75K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $198.7M | 718K | ▲+2.7% Added · +19K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $176.0M | 636K | ▲+15% Added · +85K sh | Q1 2026 | |
| 11 | Allianz Asset Management GmbH | $135.2M | 489K | ▲+15% Added · +62K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $113.3M | 410K | ▲+76% Added · +176K sh | Q1 2026 | |
| 13 | NORGES BANK | $113.7M | 395K | ▲+8.2% Added · +30K sh | Q4 2025 | |
| 14 | NORTHERN TRUST CORP | $96.5M | 349K | ▲+7.1% Added · +23K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $85.2M | 308K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 16 | Channing Capital Management, LLC | $83.7M | 303K | ▲+4.1% Added · +12K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $83.1M | 300K | ▲+21% Added · +53K sh | Q1 2026 | |
| 18 | Fisher Asset Management, LLC | $70.1M | 253K | ▲+3.9% Added · +9K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $69.9M | 253K | ▲+530% Added · +212K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $68.4M | 247K | ▼−23% Reduced · −72K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $63.6M | 231K | ▼−2.3% Reduced · −5K sh | Q1 2026 | |
| 22 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $61.1M | 221K | ▲+108% Added · +115K sh | Q1 2026 | |
| 23 | ALLIANCEBERNSTEIN L.P. | $59.4M | 206K | ▲+138% Added · +119K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $51.3M | 185K | ▲+15% Added · +24K sh | Q1 2026 | |
| 25 | PRICE T ROWE ASSOCIATES INC /MD/ | $50.8M | 184K | ▼−24% Reduced · −59K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | Palandjian Tracy P. | Director | Option exercise (M) | 3K | $243K |
| Jun 12, 2026 | Palandjian Tracy P. | Director | Tax withholding (F) | 685 | $243K |
| Jun 12, 2026 | Palandjian Tracy P. | Director | Option exercise (M) | 3K | $0 |
| Jun 8, 2026 | Horgen Jay C. | President and CEO, Director | Option exercise (M) | 75K | $5.6M |
| Jun 8, 2026 | Horgen Jay C. | President and CEO, Director | Tax withholding (F) | 40K | $13.4M |
| Jun 8, 2026 | Horgen Jay C. | President and CEO, Director | Sell (S) | 18K | $5.9M |
| Jun 8, 2026 | Horgen Jay C. | President and CEO, Director | Option exercise (M) | 75K | $0 |
| Jun 1, 2026 | FRANQUI ANNETTE | Director | Buy (P) | 750 | $229K |
| May 8, 2026 | Matos Rodriguez Felix V. | Director | Sell (S) | 1K | $300K |
| May 6, 2026 | Cates G. Staley | Director | Buy (P) | 2K | $459K |
| May 6, 2026 | Ryan David Christopher | Director | Sell (S) | 3K | $1.0M |
| May 1, 2026 | Cates G. Staley | Director | Grant (A) | 172 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 172 funds | $67.9B |
| AMAZON.COM INCAMZN | 170 funds | $52.7B |
| BROADCOM INCAVGO | 168 funds | $35.0B |
| ELI LILLY & COLLY | 168 funds | $18.0B |
| MASTERCARD INC - AMA | 168 funds | $12.4B |
| BANK OF AMERICA CORPBAC | 168 funds | $7.4B |
| NVIDIA CORPNVDA | 167 funds | $95.3B |
| APPLE INCAAPL | 167 funds | $80.6B |
| ALPHABET INC-CL AGOOGL | 167 funds | $44.2B |
| META PLATFORMS INC-CLASS AMETA | 166 funds | $31.8B |
| JPMORGAN CHASE & COJPM | 166 funds | $21.4B |
| VISA INC-CLASS A SHARESV | 165 funds | $14.7B |
Ranked by how many of AMG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AMG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.