Stockpolly
Search
MGR · NYSE · Asset Management

Affiliated Managers Group (MGR)

Takes equity stakes in independent investment firms while preserving their operating autonomy.

$18.28
Pre-market−1.10 (−5.68%)
At close$19.38(+0.41%)
Watchlist

Something off on this page? Send us feedback.

Breakdown13F · 13D/G · Form 4

Institutions2 holders · as of Mar 31, 20260.00%327 shares
Otherremainder100.00%26.41M shares

26.41M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Two share counts disagree (26.41M in the company's Sep 3, 2026 report, 294.74M elsewhere); stakes use the report.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
PNC Financial Services Group, Inc.Institution
0.00%17613Fas of Mar 31, 2026
First Command Advisory Services, Inc.Institution
0.00%15113Fas of Mar 31, 2026
BlackRock, Inc.Strategic
—9.10% of class, as filed—13D/Gfiled Feb 1, 2022 ↗
Eaton Vance ManagementInstitution
—11.00% of class, as filed—13D/Gfiled Feb 16, 2021 ↗
EdgePoint Investment Group Inc.Institution
—14.40% of class, as filed—13Gfiled Feb 11, 2022 ↗
Modell Capital LLCStrategic
—5.94% of class, as filed—13Gfiled Feb 14, 2023 ↗
Morgan StanleyInsider
—7.00% of class, as filed—13Gfiled Nov 7, 2025 ↗
Page 2 of 5 PagesInsider
—8.80% of class, as filed—13Gfiled Feb 13, 2019 ↗
State Street CorporationStrategic
—3.42% of class, as filed—13D/Gfiled Feb 13, 2020 ↗
Vanguard Capital ManagementInstitution
—5.19% of class, as filed—13Gfiled Apr 29, 2026 ↗
Vanguard Portfolio ManagementInstitution
—5.12% of class, as filed—13Gfiled Apr 28, 2026 ↗
Jay C. Horgen1Insiderdirector, officer: President and CEO
1.13%297,907Form 4filed Jan 3, 2024 ↗
Nathaniel Dalton2Insiderdirector
0.78%206,589Form 4filed Mar 5, 2020 ↗
Sean M. Healey2Insiderdirector, officer: Executive Chairman
0.61%161,021Form 4filed Mar 5, 2020 ↗
John R. Erickson3Insiderofficer: Head of Affiliate Engagement
0.22%58,054Form 4filed Aug 17, 2023 ↗
Thomas M. Wojcik1Insiderofficer: Chief Financial Officer
0.18%47,861Form 4filed Jan 3, 2024 ↗
Reuben III Jeffery1Insiderdirector
0.12%32,631Form 4filed Jan 3, 2024 ↗
Samuel T. Byrne4Insiderdirector
0.11%28,092Form 4filed Feb 26, 2020 ↗
Dwight D. Churchill1Insiderdirector
0.07%19,180Form 4filed Jan 3, 2024 ↗
David M. Billings5Insiderofficer: General Counsel and Secretary
0.07%18,965Form 4filed Nov 16, 2022 ↗
Patrick T. Ryan6Insiderdirector
0.05%13,269Form 4filed Nov 22, 2019 ↗
Tracy P. Palandjian1Insiderdirector
0.04%11,666Form 4filed Jan 3, 2024 ↗
Karen L. Alvingham1Insiderdirector
0.01%3,766Form 4filed Jan 3, 2024 ↗
Tracy A. Atkinson1Insiderdirector
0.01%3,476Form 4filed Jan 3, 2024 ↗
Rizwan M. Jamal1Insiderofficer: Head of Affiliate Investments
0.00%1,215Form 4filed Jan 3, 2024 ↗
  1. Last filed Jan 3, 2024; leaving the company requires no filing. Not in the bar.
  2. Last filed Mar 5, 2020; leaving the company requires no filing. Not in the bar.
  3. Last filed Aug 17, 2023; leaving the company requires no filing. Not in the bar.
  4. Last filed Feb 26, 2020; leaving the company requires no filing. Not in the bar.
  5. Last filed Nov 16, 2022; leaving the company requires no filing. Not in the bar.
  6. Last filed Nov 22, 2019; leaving the company requires no filing. Not in the bar.

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

2 holders · 327 shares · 1 new position · 1 increased · 0 reduced · 1 closed

HolderShares% outstandingChg q/qFiled
PNC Financial Services Group, Inc.1760.00%0May 8, 2026
First Command Advisory Services, Inc.1510.00%+151newMay 7, 2026

Ownership statements13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Insider tradesForm 4

Latest trades

Nothing filed in the last 12 months.

CongressHouse and Senate disclosures

Not reported.