AMG — Affiliated Managers Group Inc.

Ownership history in LYRICAL ASSET MANAGEMENT LP  ·  36 quarters on record

AI Ownership Summary

LYRICAL ASSET MANAGEMENT LP reported Affiliated Managers Group Inc. (AMG) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.08% in 2025 Q4. The latest visible filing shows AMG at 2.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYRICAL ASSET MANAGEMENT LP's position in Affiliated Managers Group Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMG was reported at 2.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMG stock page LYRICAL ASSET MANAGEMENT LP fund profile LYRICAL ASSET MANAGEMENT LP full holdings
How LYRICAL ASSET MANAGEMENT LP held AMG — position size vs. price
% of Fund (quarterly)    AMG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 551,587 -28,248 -4.9% 2.08% $159.0M 2026-02-14 (Est.) $329.78
2025 Q3 ADDED 579,835 +40,795 +7.6% 1.95% $138.3M 2025-11-12 $264.78
2025 Q2 REDUCED 539,040 -67,209 -11.1% 1.53% $106.1M 2025-08-12 $219.68
2025 Q1 REDUCED 606,249 -11,909 -1.9% 1.55% $101.9M 2025-05-13 $182.43
2024 Q4 REDUCED 618,158 -7,090 -1.1% 1.69% $114.3M 2025-02-13 $168.44
2024 Q3 REDUCED 625,248 -44,403 -6.6% 1.62% $111.2M 2024-11-12 $184.00
2024 Q2 REDUCED 669,651 -28,207 -4.0% 1.68% $104.6M 2024-08-12 $164.10
2024 Q1 ADDED 697,858 +18,843 +2.8% 1.74% $116.9M 2024-05-13 $156.57
2023 Q4 REDUCED 679,015 -5,937 -0.9% 1.68% $102.8M 2024-02-13 $153.92
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMG

As of 2025 Q4 — sorted by position size

Kiltearn Partners LLP 3Y 7Y 14.76% Aerodigm Wealth, LLC 3Y 9.0% BRUNI J V & CO /CO 3Y 7Y 7.14% Clarkston Capital Partners, LLC 3Y 7Y 6.03% Karl Kapital LLC 3.81% Goodman Financial Corp 3Y 7Y 3.68% ARIEL INVESTMENTS, LLC 3Y 7Y 3.68% Wallace Capital Management Inc. 3Y 7Y 2.26% Channing Capital Management, LLC 3Y 7Y 2.16% Long Road Investment Counsel, LLC 3Y 7Y 1.7%

FAQ About LYRICAL ASSET MANAGEMENT LP and AMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYRICAL ASSET MANAGEMENT LP reported owning AMG?

LYRICAL ASSET MANAGEMENT LP reported AMG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMG position in LYRICAL ASSET MANAGEMENT LP's portfolio?

The largest reported portfolio weight for AMG was 2.08% in 2025 Q4.

What is the latest reported AMG position on this page?

The most recent filing on this page is 2025 Q4, when LYRICAL ASSET MANAGEMENT LP reported 551,587 shares, equal to 2.08% of portfolio, with an estimated market value of $159.0M.

What does the chart on this AMG ownership page compare?

The chart compares LYRICAL ASSET MANAGEMENT LP's quarterly AMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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