13F

AMG AFFILIATED MANAGERS GROUP

2026Q1 · CUSIP 008252108 · Sector: Financials

🟢 Lit · Institutions accelerating in
Holders
541
Δ holders QoQ
+29
Breadth percentile
Top 10%
Whale holders
208
Δ whales
+6
Inst. holding value
$6.8B
New positions
90
Closed positions
61
Price momentum (1Q)
-8.0%
Put / Call
6/4

Breadth history (34 quarters)

2018Q1: Δ-1 · h=527 2018Q2: Δ-19 · h=508 2018Q3: Δ-20 · h=488 2018Q4: Δ-38 · h=450 2019Q1: Δ-18 · h=432 2019Q2: Δ-42 · h=390 2019Q3: Δ-34 · h=356 2019Q4: Δ-8 · h=348 2020Q1: Δ-54 · h=294 2020Q2: Δ-2 · h=292 2020Q3: Δ-16 · h=276 2020Q4: Δ+22 · h=298 2021Q1: Δ+21 · h=319 2021Q2: Δ+16 · h=335 2021Q3: Δ-3 · h=332 2021Q4: Δ+31 · h=363 2022Q1: Δ-29 · h=334 2022Q2: Δ-28 · h=306 2022Q3: Δ+27 · h=333 2022Q4: Δ+35 · h=368 2023Q1: Δ+22 · h=390 2023Q2: Δ-11 · h=379 2023Q3: Δ-20 · h=359 2023Q4: Δ+29 · h=388 2024Q1: Δ+15 · h=403 2024Q2: Δ+5 · h=408 2024Q3: Δ+13 · h=421 2024Q4: Δ-10 · h=411 2025Q1: Δ-15 · h=396 2025Q2: Δ+38 · h=434 2025Q3: Δ+17 · h=451 2025Q4: Δ+61 · h=512 2026Q1: Δ+29 · h=541 2018Q1: holders=527 2018Q2: holders=508 2018Q3: holders=488 2018Q4: holders=450 2019Q1: holders=432 2019Q2: holders=390 2019Q3: holders=356 2019Q4: holders=348 2020Q1: holders=294 2020Q2: holders=292 2020Q3: holders=276 2020Q4: holders=298 2021Q1: holders=319 2021Q2: holders=335 2021Q3: holders=332 2021Q4: holders=363 2022Q1: holders=334 2022Q2: holders=306 2022Q3: holders=333 2022Q4: holders=368 2023Q1: holders=390 2023Q2: holders=379 2023Q3: holders=359 2023Q4: holders=388 2024Q1: holders=403 2024Q2: holders=408 2024Q3: holders=421 2024Q4: holders=411 2025Q1: holders=396 2025Q2: holders=434 2025Q3: holders=451 2025Q4: holders=512 2026Q1: holders=541 -61 -30.5 +0 +30.5 +61 248409569 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 12 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 10%
2025Q4 Top 8% -8.0%
2025Q3 Top 20% +28.3% +20.0%
2025Q2 Top 7% +17.9% +51.0%
2024Q1 Top 19% +8.0% +17.0%
2023Q4 Top 18% +1.7% +9.8%
2023Q1 Top 7% -7.8% -5.4%
2022Q4 Top 11% -13.1% -19.8%
2022Q3 Top 3% +7.8% -8.8%
2021Q4 Top 16% -15.7% -3.8%
2021Q2 Top 18% +9.6% -16.5%
2021Q1 Top 17% +4.9% +15.0%

Options Sentiment

Put holders
6
QoQ: +3
Call holders
4
QoQ: 0

See methodology →