Affiliated Managers Group (AMG)
Affiliated Managers Group on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as investment advice.
1.0M
Short interest
settlement 2026-09-30
3.0
Days to cover
-0.8 days vs prior
59.2%
Short share of volume
2026-10-09
56
Fails to deliver
settlement 2026-09-14
Mon 2 Nov
Next earnings
estimated date
$0
Insider flow, 90 days
0 buys, 0 sells
As of 2026-10-09.
Short interest
FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSONAs of 30 September 2026, short interest in AMG is 1,009,113 shares, up 140,506 shares over the last month. Over the last 48 readings it ranged from 432,433 shares (29 November 2024) to 1,257,225 shares (15 June 2026). At the reported average volume of 335K shares a day that is 3.0 days to cover.
Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/amg" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-09-30 | 1,009,113 | -2.9% | 334,669 | 3.02 |
| 2026-09-15 | 1,039,423 | +19.7% | 271,707 | 3.83 |
| 2026-08-31 | 868,607 | +28.5% | 263,858 | 3.29 |
| 2026-08-14 | 675,879 | -13.5% | 242,438 | 2.79 |
| 2026-07-31 | 781,318 | -11.6% | 289,042 | 2.70 |
| 2026-07-15 | 883,948 | -14.9% | 233,669 | 3.78 |
| 2026-06-30 | 1,038,960 | -17.4% | 359,649 | 2.89 |
| 2026-06-15 | 1,257,225 | +22.3% | 388,530 | 3.24 |
| 2026-05-29 | 1,027,745 | +25.2% | 321,887 | 3.19 |
| 2026-05-15 | 821,107 | +15.1% | 306,931 | 2.68 |
| 2026-04-30 | 713,622 | -27.0% | 358,518 | 1.99 |
| 2026-04-15 | 977,259 | +28.9% | 346,351 | 2.82 |
| 2026-03-31 | 758,066 | +59.1% | 373,238 | 2.03 |
| 2026-03-13 | 476,318 | -3.2% | 371,651 | 1.28 |
| 2026-02-27 | 492,186 | -1.3% | 473,454 | 1.04 |
| 2026-02-13 | 498,417 | +12.1% | 517,962 | 1.00 |
| 2026-01-30 | 444,676 | -38.5% | 392,085 | 1.13 |
| 2026-01-15 | 722,765 | +4.1% | 377,503 | 1.91 |
| 2025-12-31 | 694,140 | +18.1% | 478,745 | 1.45 |
| 2025-12-15 | 587,572 | -31.6% | 394,515 | 1.49 |
| 2025-11-28 | 858,970 | +17.8% | 270,390 | 3.18 |
| 2025-11-14 | 729,136 | +24.3% | 375,048 | 1.94 |
| 2025-10-31 | 586,825 | -1.0% | 220,087 | 2.67 |
| 2025-10-15 | 592,542 | +2.5% | 200,817 | 2.95 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 9 October 2026, the short share of AMG volume is 59.2%, up 3.0 points over the last five sessions. Over the last 30 readings it ranged from 45.9% (31 August 2026) to 83.9% (9 September 2026). The latest reading is 6.4 points below the 30-session average of 65.5%, on 127K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-09 | 75K | 127K | 59.2% | 0 |
| 2026-10-08 | 89K | 126K | 71.0% | 0 |
| 2026-10-07 | 75K | 96K | 78.0% | 0 |
| 2026-10-06 | 118K | 160K | 73.6% | 0 |
| 2026-10-05 | 57K | 78K | 73.9% | 0 |
| 2026-10-02 | 36K | 65K | 56.2% | 0 |
| 2026-10-01 | 41K | 71K | 58.6% | 0 |
| 2026-09-30 | 53K | 96K | 54.9% | 0 |
| 2026-09-29 | 67K | 99K | 67.8% | 0 |
| 2026-09-28 | 150K | 218K | 69.0% | 0 |
| 2026-09-25 | 72K | 108K | 66.3% | 38 |
| 2026-09-24 | 107K | 155K | 68.7% | 0 |
| 2026-09-23 | 54K | 103K | 52.8% | 0 |
| 2026-09-22 | 53K | 91K | 57.8% | 0 |
| 2026-09-21 | 47K | 67K | 69.5% | 0 |
| 2026-09-18 | 43K | 63K | 68.2% | 0 |
| 2026-09-17 | 72K | 112K | 63.8% | 0 |
| 2026-09-16 | 62K | 90K | 69.1% | 0 |
| 2026-09-15 | 56K | 91K | 61.4% | 138 |
| 2026-09-14 | 54K | 81K | 66.5% | 0 |
| 2026-09-11 | 48K | 68K | 69.7% | 0 |
| 2026-09-10 | 63K | 84K | 75.3% | 6 |
| 2026-09-09 | 85K | 102K | 83.9% | 11 |
| 2026-09-08 | 76K | 108K | 70.2% | 3 |
| 2026-09-04 | 56K | 82K | 68.1% | 0 |
| 2026-09-03 | 87K | 189K | 46.1% | 236 |
| 2026-09-02 | 115K | 160K | 71.9% | 2 |
| 2026-09-01 | 60K | 102K | 59.2% | 84 |
| 2026-08-31 | 37K | 80K | 45.9% | 0 |
| 2026-08-28 | 40K | 58K | 68.8% | 0 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 14 September 2026, the fails-to-deliver balance in AMG is 56 shares, down 756 shares over the last settlement date. Over the last 30 readings it ranged from 2 shares (10 June 2026) to 69,721 shares (21 January 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-14 | 56 | $355.61 | $20K |
| 2026-07-14 | 812 | $359.78 | $292K |
| 2026-07-08 | 9 | $359.72 | $3K |
| 2026-07-07 | 3 | $356.61 | $1K |
| 2026-07-06 | 3 | $344.60 | $1K |
| 2026-06-26 | 3,019 | $340.08 | $1.0M |
| 2026-06-25 | 3,066 | $339.10 | $1.0M |
| 2026-06-11 | 32 | $335.34 | $11K |
| 2026-06-10 | 2 | $342.12 | $684 |
| 2026-05-29 | 5 | $302.96 | $2K |
| 2026-05-28 | 5 | $307.92 | $2K |
| 2026-05-27 | 5 | $308.65 | $2K |
| 2026-05-22 | 4 | $302.63 | $1K |
| 2026-03-26 | 107 | $280.66 | $30K |
| 2026-03-23 | 16 | $278.17 | $4K |
| 2026-03-20 | 37 | $278.67 | $10K |
| 2026-02-18 | 68 | $323.01 | $22K |
| 2026-02-04 | 263 | $308.40 | $81K |
| 2026-01-21 | 69,721 | $318.78 | $22.2M |
| 2025-12-23 | 7 | $287.67 | $2K |
| 2025-12-22 | 1,342 | $279.09 | $375K |
| 2025-12-08 | 7 | $273.19 | $2K |
| 2025-11-25 | 1,045 | $263.23 | $275K |
| 2025-11-17 | 1,189 | $258.31 | $307K |
| 2025-11-14 | 2,206 | $259.10 | $572K |
| 2025-10-15 | 258 | $239.13 | $62K |
| 2025-10-06 | 6,597 | $243.04 | $1.6M |
| 2025-10-03 | 1,773 | $236.55 | $419K |
| 2025-09-30 | 15 | $238.73 | $4K |
| 2025-08-20 | 3 | $217.65 | $653 |
Insider trades
SEC Form 4, newest first, 50 of 100 shown. JSONNo open-market insider trades were reported for AMG in the last 90 days. The most recent filings are listed below. Latest filing: FRANQUI ANNETTE (Director) on 2026-08-15.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-08-15 | FRANQUI ANNETTE | Director | Option exercise | 477 | $0.00 | $0 | 2K |
| 2026-08-15 | Matos Rodriguez Felix V. | Director | Option exercise | 654 | $0.00 | $0 | 5K |
| 2026-08-15 | STARR LOREN M | Director | Option exercise | 716 | $0.00 | $0 | 3K |
| 2026-08-15 | Palandjian Tracy P. | Director | Option exercise | 848 | $0.00 | $0 | 18K |
| 2026-06-12 | Palandjian Tracy P. | Director | Tax withholding | 685 | $354.62 | $243K | 18K |
| 2026-06-12 | Palandjian Tracy P. | Director | Option exercise | 3K | $82.07 | $243K | 18K |
| 2026-06-08 | Horgen Jay C. | President and CEO | Sell | 18K | $338.27 | $5.9M | 205K |
| 2026-06-08 | Horgen Jay C. | President and CEO | Tax withholding | 40K | $336.62 | $13.4M | 222K |
| 2026-06-08 | Horgen Jay C. | President and CEO | Option exercise | 75K | $74.49 | $5.6M | 262K |
| 2026-06-01 | FRANQUI ANNETTE | Director | Buy | 750 | $304.88 | $229K | 2K |
| 2026-05-08 | Matos Rodriguez Felix V. | Director | Sell | 1K | $300.18 | $300K | 4K |
| 2026-05-06 | Cates G. Staley | Director | Buy | 2K | $305.83 | $459K | 6K |
| 2026-05-06 | Ryan David Christopher | Director | Sell | 3K | $305.06 | $1.0M | 1K |
| 2026-03-09 | Padiyar Kavita | General Counsel & Corp. Sec. | Sell | 2K | $278.24 | $612K | 43K |
| 2026-03-06 | Wojcik Thomas M | President and COO | Sell | 8K | $286.30 | $2.3M | 159K |
| 2026-03-05 | Wojcik Thomas M | President and COO | Tax withholding | 9K | $299.18 | $2.7M | 167K |
| 2026-03-05 | Wojcik Thomas M | President and COO | Grant | 11K | $0.00 | $0 | 177K |
| 2026-03-05 | Wojcik Thomas M | President and COO | Option exercise | 7K | $0.00 | $0 | 166K |
| 2026-03-05 | Padiyar Kavita | General Counsel & Corp. Sec. | Tax withholding | 2K | $299.18 | $683K | 45K |
| 2026-03-05 | Padiyar Kavita | General Counsel & Corp. Sec. | Grant | 2K | $0.00 | $0 | 47K |
| 2026-03-05 | Padiyar Kavita | General Counsel & Corp. Sec. | Option exercise | 2K | $0.00 | $0 | 45K |
| 2026-03-05 | Horgen Jay C. | Chief Executive Officer | Tax withholding | 18K | $299.18 | $5.5M | 337K |
| 2026-03-05 | Horgen Jay C. | Chief Executive Officer | Grant | 27K | $0.00 | $0 | 355K |
| 2026-03-05 | Horgen Jay C. | Chief Executive Officer | Option exercise | 18K | $0.00 | $0 | 328K |
| 2026-03-05 | RITCHEA DAVA | Chief Financial Officer | Tax withholding | 292 | $299.18 | $87K | 309 |
| 2026-03-05 | RITCHEA DAVA | Chief Financial Officer | Option exercise | 601 | $0.00 | $0 | 601 |
| 2026-03-05 | Alvingham Karen L. | Director | Tax withholding | 67 | $299.18 | $20K | 13K |
| 2026-03-05 | Alvingham Karen L. | Director | Option exercise | 867 | $0.00 | $0 | 13K |
| 2026-03-05 | Ryan David Christopher | Director | Option exercise | 867 | $0.00 | $0 | 4K |
| 2026-03-05 | STARR LOREN M | Director | Option exercise | 652 | $0.00 | $0 | 2K |
| 2026-03-05 | Matos Rodriguez Felix V. | Director | Option exercise | 867 | $0.00 | $0 | 5K |
| 2026-03-05 | Palandjian Tracy P. | Director | Option exercise | 867 | $0.00 | $0 | 15K |
| 2026-03-05 | FRANQUI ANNETTE | Director | Option exercise | 548 | $0.00 | $0 | 1K |
| 2025-12-23 | Horgen Jay C. | Chief Executive Officer | Gift | 4K | $0.00 | $0 | 510K |
| 2025-11-25 | Palandjian Tracy P. | Director | Gift | 3K | $0.00 | $0 | 14K |
| 2025-11-07 | Alvingham Karen L. | Director | Tax withholding | 182 | $259.26 | $47K | 12K |
| 2025-11-07 | Alvingham Karen L. | Director | Option exercise | 560 | $69.63 | $39K | 12K |
| 2025-09-09 | Wojcik Thomas M | President and COO | Sell | 16K | $231.03 | $3.7M | 159K |
| 2025-09-08 | Wojcik Thomas M | President and COO | Tax withholding | 114K | $231.19 | $26.4M | 175K |
| 2025-09-08 | Wojcik Thomas M | President and COO | Option exercise | 169K | $74.49 | $12.6M | 289K |
| 2025-09-02 | Horgen Jay C. | Chief Executive Officer | Tax withholding | 45K | $229.97 | $10.3M | 514K |
| 2025-09-02 | Horgen Jay C. | Chief Executive Officer | Option exercise | 75K | $74.49 | $5.6M | 559K |
| 2025-09-02 | Padiyar Kavita | General Counsel & Corp. Sec. | Tax withholding | 31K | $229.97 | $7.1M | 42K |
| 2025-09-02 | Padiyar Kavita | General Counsel & Corp. Sec. | Option exercise | 48K | $73.81 | $3.5M | 73K |
| 2025-08-15 | Churchill Dwight D. | Director | Option exercise | 1K | $0.00 | $0 | 29K |
| 2025-08-15 | Ryan David Christopher | Director | Option exercise | 1K | $0.00 | $0 | 4K |
| 2025-08-15 | STARR LOREN M | Director | Option exercise | 544 | $0.00 | $0 | 1K |
| 2025-08-15 | Alvingham Karen L. | Director | Tax withholding | 84 | $218.70 | $18K | 12K |
| 2025-08-15 | Alvingham Karen L. | Director | Option exercise | 1K | $0.00 | $0 | 12K |
| 2025-08-15 | FRANQUI ANNETTE | Director | Option exercise | 664 | $0.00 | $0 | 664 |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON7 Form 144 notices on file for AMG worth $23.3M at the prices reported; 0 in the last 90 days worth $0. Latest: DAVID RYAN filed on 2026-06-30 to sell 305 shares ($105K) from 2026-06-30.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-06-30 | DAVID RYANDirector | 305 | $105K | 0.001% | 2026-06-30 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-08 | JAY HORGENOfficer | 18K | $5.9M | 0.066% | 2026-06-08 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-08 | FELIX V MATOS RODRIGUEZDirector | 1K | $300K | 0.004% | 2026-05-08 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-06 | DAVID RYANDirector | 3K | $1.0M | 0.013% | 2026-05-06 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-09 | Wojcik Thomas MOfficer | 47K | $13.1M | 0.176% | 2026-03-09 | Fidelity Brokerage Services LLC |
| 2026-03-09 | KAVITA PADIYAROfficer | 2K | $612K | 0.008% | 2026-03-09 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-06 | THOMAS WOJCIKOfficer | 8K | $2.3M | 0.030% | 2026-03-06 | Morgan Stanley Smith Barney LLC Executive Financial Services |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON3 holders report 5% or more of AMG in their latest filing, all on Schedule 13G (passive). The largest reported stake is Morgan Stanley at 5.5% of the class (1,458,379 shares), filed 2026-08-12 for an event on 2026-06-30.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-08-12 | 13G/Ano. 7 | Morgan Stanleyparent holding company, corporation | 1.5M | 5.5% | 2026-06-30 |
| 2026-08-12 | 13G/Ano. 7 | Atlanta Capital Management Company, LLCinvestment adviser, corporation | 1.2M | 4.7% | 2026-06-30 |
| 2026-04-29 | 13G | Vanguard Capital Managementinvestment adviser | 1.4M | 5.2% | 2026-03-31 |
| 2026-04-28 | 13G | Vanguard Portfolio Managementinvestment adviser | 1.4M | 5.1% | 2026-03-31 |
| 2026-03-26 | 13G/Ano. 14 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2026-02-13 | 13G/Ano. 3 | Jeffrey A. Hakalaparent holding company, individual | 904K | 3.2% | 2025-12-31 |
| 2026-02-13 | 13G/Ano. 3 | Jeremy J. Modellparent holding company, individual | 904K | 3.2% | 2025-12-31 |
| 2026-02-13 | 13G/Ano. 3 | Clarkston Capital Partners, LLCinvestment adviser | 904K | 3.2% | 2025-12-31 |
| 2026-02-13 | 13G/Ano. 3 | Clarkston Companies, Inc.parent holding company, corporation | 904K | 3.2% | 2025-12-31 |
| 2026-02-13 | 13G/Ano. 3 | Modell Capital LLCparent holding company, other entity | 904K | 3.2% | 2025-12-31 |
| 2026-02-13 | 13G/Ano. 3 | Gerald W. Hakalaparent holding company, individual | 904K | 3.2% | 2025-12-31 |
| 2025-11-07 | 13G/Ano. 6 | Eaton Vance Atlanta Capital SMID-Cap Fundinvestment company | 1.3M | 4.5% | 2025-09-30 |
| 2025-10-30 | 13G/Ano. 1 | Israel A. Englanderindividual | 1.0M | 3.6% | 2025-09-30 |
| 2025-10-30 | 13G/Ano. 1 | Millennium Management LLCother entity | 1.0M | 3.6% | 2025-09-30 |
| 2025-10-30 | 13G/Ano. 1 | Millennium Group Management LLCother entity | 1.0M | 3.6% | 2025-09-30 |
| 2025-10-30 | 13G/Ano. 1 | Integrated Core Strategies (US) LLCother entity | 975K | 3.4% | 2025-09-30 |
13F holders
Tracked managers holding AMG at their latest 13F. JSON6 of the 30 tracked managers held AMG at their latest 13F, $502.8M in total at quarter-end prices. Millennium Management is the largest at $296.1M (0.1% of its portfolio) as of 2026-06-30. Over the prior quarter 4 added shares and 2 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Millennium Management | 2026-06-30 | 875K | $296.1M | 0.11% | +870K |
| Fisher Asset Management | 2026-06-30 | 246K | $83.4M | 0.02% | -7K |
| Citadel Advisors | 2026-06-30 | 198K | $67.2M | 0.01% | -49K |
| Renaissance Technologies | 2026-06-30 | 117K | $39.7M | 0.05% | +8K |
| D. E. Shaw & Co. | 2026-06-30 | 43K | $14.5M | 0.01% | +4K |
| Two Sigma Investments | 2026-06-30 | 6K | $1.9M | 0.00% | +475 |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q2 FY 2026 (quarter ended 2026-06-30) Affiliated Managers Group reported revenue of $640.7M, up 29.9% from the same quarter a year earlier, and net income of $185.9M (6.95 diluted EPS). In FY 2025 it generated $973.2M of operating cash flow and spent $706.3M on buybacks and $1.0M on dividends. As of 2026-06-30, cash was $411.0M against $3.00B of debt.
- Cash
- $411.0M
- Debt
- $3.00B
- Equity
- $3.04B
- Total assets
- $9.40B
- Shares outstanding
- 25,859,933
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | $640.7M | $185.9M | 29.0% | 6.95 |
| Q1 FY 2026 | 2026-03-31 | $544.9M | $110.4M | 20.3% | 3.84 |
| Q4 FY 2025derived | 2025-12-31 | $556.6M | $347.5M | 62.4% | n/a |
| Q3 FY 2025 | 2025-09-30 | $528.0M | $212.4M | 40.2% | 6.87 |
| Q2 FY 2025 | 2025-06-30 | $493.2M | $84.3M | 17.1% | 2.80 |
| Q1 FY 2025 | 2025-03-31 | $496.6M | $72.4M | 14.6% | 2.20 |
| Q4 FY 2024derived | 2024-12-31 | $524.3M | $162.2M | 30.9% | n/a |
| Q3 FY 2024 | 2024-09-30 | $516.4M | $123.6M | 23.9% | 3.78 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $2.07B | $716.6M | $973.2M | $6.1M | $706.3M | $1.0M |
| FY 2024 | 2024-12-31 | $2.04B | $511.6M | $932.1M | $3.4M | $709.8M | $1.4M |
| FY 2023 | 2023-12-31 | $2.06B | $672.9M | $874.3M | $12.4M | $341.9M | $1.5M |
| FY 2022 | 2022-12-31 | $2.33B | $1.15B | $1.05B | $11.4M | $713.8M | $1.6M |
| FY 2021 | 2021-12-31 | $2.41B | $565.7M | $1.26B | $8.4M | $595.3M | $1.7M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-08-05 from the cover page.
What this page is
Affiliated Managers Group in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Affiliated Managers Group (AMG), SEC CIK 1004434, listed on NYSE, classified by the SEC as investment advice. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-09.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-14.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-06-30.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-08-12.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-07-30.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-08-15.JSON and CSV
- Company record
- EDGAR filing index for CIK 1004434Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as investment advice
- MORNMorningstar
- ARESAres Management
- TROWT. Rowe Price
- APOApollo Global Management
- MCMoelis
- CNSCohen & Steers
- AMPAmeriprise Financial
- IVZInvesco
- BXBlackstone
- RILYBRC Group Holdings
- CGCarlyle Group
- FHIFederated Hermes
- STEPStepStone Group
- VCTRVictory Capital Holdings
- GCMGGCM Grosvenor
- OWLBlue Owl Capital
- HLIHoulihan Lokey
- BENFranklin Templeton
- HNNAHennessy Advisors
- HKHCHorizon Kinetics Holding
- HLNEHamilton Lane
- VRTSVirtus Investment Partners
- WHGWestwood Holdings Group
- EVREvercore
Datasets
Frequently Asked Questions
How much of AMG is sold short?
What is AMG's daily short volume?
Does AMG have fails to deliver?
Are AMG insiders buying or selling?
Have AMG insiders filed to sell?
Who owns 5% or more of AMG?
What did AMG report last quarter?
Which tracked 13F managers own AMG?
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.