Affiliated Managers Group, Inc. (MGRE) shareholders
MGRENYSEInvestment AdviceFiscal year ends December 31Also trades as AMG, MGR, MGRB, MGRD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 15/307% below fair value
$21.05−0.02 (-0.09%)
Close on Oct 30, 2026Market cap $566.25MP/E 0.7Yield 0.19%
Ownership
Who owns Affiliated Managers's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
2 buys · 5 sales
Net sold $9.47M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,241,588 | 10.20% | 13G (passive) amendment | May 31, 2024 |
| Israel A. Englander Joint filing with Millennium Management LLC (5.30%), Millennium Group Management LLC (5.30%) and 1 more | 1,506,104 | 5.30% | 13G (passive) | Jun 2, 2025 |
| Morgan Stanley | 1,458,379 | 5.50% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 1,386,744 | 5.19% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 1,368,430 | 5.12% | 13G (passive) | Mar 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Jay C. Horgen | President and CEO, Director | 606,264 | Jun 8, 2026 |
| Cheerag B. Patel | Head of Affiliate Engagement | 39,659 | Jun 26, 2026 |
| Kavita Padiyar | General Counsel & Corp. Sec. | 42,672 | Mar 9, 2026 |
| Dava Ritchea | Chief Financial Officer | 309 | Mar 9, 2026 |
| Thomas M. Wojcik | President and COO | 159,465 | Mar 9, 2026 |
| Rodriguez Felix V. Matos | Director | 5,217 | Sep 25, 2026 |
| Loren M. Starr | Director | 2,653 | Aug 18, 2026 |
| Tracy P. Palandjian | Director | 18,375 | Aug 18, 2026 |
| Annette Franqui | Director | 2,439 | Aug 18, 2026 |
| G. Staley Cates | Director | 6,405 | Aug 3, 2026 |
| Marcy Engel | Director | – | Aug 3, 2026 |
| David Christopher Ryan | Director | 1,092 | May 8, 2026 |
| Karen L. Alvingham | Director | 13,043 | Mar 9, 2026 |
| Dwight D. Churchill | Director | 29,030 | Aug 18, 2025 |
| Reuben Jeffery III | Director | 34,274 | Jan 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rodriguez Felix V. Matos Director | Aug 15, 2026 | Option exercise | +848 | – | – | 5,217 |
| Loren M. Starr Director | Aug 15, 2026 | Option exercise | +716 | – | – | 2,653 |
| Annette Franqui Director | Aug 15, 2026 | Option exercise | +477 | – | – | 2,439 |
| Tracy P. Palandjian Director | Aug 15, 2026 | Option exercise | +848 | – | – | 18,375 |
| Rodriguez Felix V. Matos Director | Aug 15, 2026 | Option exercise | +654 | – | – | 5,023 |
| Tracy P. Palandjian Director | Jun 12, 2026 | Option exercise | +2,958 | $82.07 | $242.76K | 18,212 |
| Tracy P. Palandjian Director | Jun 12, 2026 | Tax withholding | −685 | $354.62 | $242.91K | 17,527 |
| Jay C. Horgen President and CEO, Director | Jun 8, 2026 | Tax withholding | −39,671 | $336.62 | $13.35M | 222,206 |
| Jay C. Horgen President and CEO, Director | Jun 8, 2026 | Option exercise | +75,000 | $74.49 | $5.59M | 261,877 |
| Jay C. Horgen President and CEO, Director | Jun 8, 2026 | Sale | −17,500 | $338.27 | $5.92M | 204,706 |
| Annette Franqui Director | Jun 1, 2026 | Buy | +750 | $304.88 | $228.66K | 1,962 |
| Rodriguez Felix V. Matos Director | May 8, 2026 | Sale | −1,000 | $300.18 | $300.18K | 4,369 |
| David Christopher Ryan Director | May 6, 2026 | Sale | −3,402 | $305.06 | $1.04M | 1,092 |
| G. Staley Cates Director | May 6, 2026 | Buy | +1,500 | $305.83 | $458.75K | 6,405 |
| Kavita Padiyar General Counsel & Corp. Sec. | Mar 9, 2026 | Sale | −2,200 | $278.24 | $612.13K | 42,672 |
| Thomas M. Wojcik President and COO | Mar 6, 2026 | Sale | −8,000 | $286.30 | $2.29M | 159,465 |
| David Christopher Ryan Director | Mar 5, 2026 | Option exercise | +867 | – | – | 4,494 |
| Tracy P. Palandjian Director | Mar 5, 2026 | Option exercise | +867 | – | – | 15,254 |
| Rodriguez Felix V. Matos Director | Mar 5, 2026 | Option exercise | +867 | – | – | 5,369 |
| Thomas M. Wojcik President and COO | Mar 5, 2026 | Tax withholding | −9,136 | $299.18 | $2.73M | 167,465 |
| Thomas M. Wojcik President and COO | Mar 5, 2026 | Award | +10,619 | – | – | 176,601 |
| Thomas M. Wojcik President and COO | Mar 5, 2026 | Option exercise | +7,272 | – | – | 165,982 |
| Kavita Padiyar General Counsel & Corp. Sec. | Mar 5, 2026 | Tax withholding | −2,282 | $299.18 | $682.73K | 44,872 |
| Kavita Padiyar General Counsel & Corp. Sec. | Mar 5, 2026 | Option exercise | +2,288 | – | – | 44,728 |
| Kavita Padiyar General Counsel & Corp. Sec. | Mar 5, 2026 | Award | +2,426 | – | – | 47,154 |
| Loren M. Starr Director | Mar 5, 2026 | Option exercise | +652 | – | – | 1,937 |
| Karen L. Alvingham Director | Mar 5, 2026 | Tax withholding | −67 | $299.18 | $20.05K | 13,043 |
| Karen L. Alvingham Director | Mar 5, 2026 | Option exercise | +867 | – | – | 13,110 |
| Dava Ritchea Chief Financial Officer | Mar 5, 2026 | Tax withholding | −292 | $299.18 | $87.36K | 309 |
| Dava Ritchea Chief Financial Officer | Mar 5, 2026 | Option exercise | +601 | – | – | 601 |
| Jay C. Horgen Chief Executive Officer, Director | Mar 5, 2026 | Option exercise | +17,563 | – | – | 327,950 |
| Jay C. Horgen Chief Executive Officer, Director | Mar 5, 2026 | Award | +27,260 | – | – | 355,210 |
| Jay C. Horgen Chief Executive Officer, Director | Mar 5, 2026 | Tax withholding | −18,333 | $299.18 | $5.48M | 336,877 |
| Annette Franqui Director | Mar 5, 2026 | Option exercise | +548 | – | – | 1,212 |
| Jay C. Horgen Chief Executive Officer, Director | Dec 23, 2025 | Gift | −4,000 | – | – | 510,387 |
| Tracy P. Palandjian Director | Nov 25, 2025 | Gift | −3,499 | – | – | 14,387 |
| Karen L. Alvingham Director | Nov 7, 2025 | Option exercise | +560 | $69.63 | $38.99K | 12,425 |
| Karen L. Alvingham Director | Nov 7, 2025 | Tax withholding | −182 | $259.26 | $47.19K | 12,243 |
| Thomas M. Wojcik President and COO | Sep 9, 2025 | Sale | −16,000 | $231.03 | $3.70M | 158,710 |
| Thomas M. Wojcik President and COO | Sep 8, 2025 | Option exercise | +169,303 | $74.49 | $12.61M | 288,718 |
| Thomas M. Wojcik President and COO | Sep 8, 2025 | Tax withholding | −114,008 | $231.19 | $26.36M | 174,710 |
| Jay C. Horgen Chief Executive Officer, Director | Sep 2, 2025 | Tax withholding | −44,935 | $229.97 | $10.33M | 514,387 |
| Jay C. Horgen Chief Executive Officer, Director | Sep 2, 2025 | Option exercise | +75,000 | $74.49 | $5.59M | 559,322 |
| Kavita Padiyar General Counsel & Corp. Sec. | Sep 2, 2025 | Tax withholding | −30,991 | $229.97 | $7.13M | 42,440 |
| Kavita Padiyar General Counsel & Corp. Sec. | Sep 2, 2025 | Option exercise | +47,731 | $73.81 | $3.52M | 73,431 |
| David Christopher Ryan Director | Aug 15, 2025 | Option exercise | +1,092 | – | – | 3,627 |
| Rodriguez Felix V. Matos Director | Aug 15, 2025 | Option exercise | +1,102 | – | – | 4,502 |
| Annette Franqui Director | Aug 15, 2025 | Option exercise | +664 | – | – | 664 |
| Karen L. Alvingham Director | Aug 15, 2025 | Option exercise | +1,092 | – | – | 11,949 |
| Karen L. Alvingham Director | Aug 15, 2025 | Tax withholding | −84 | $218.70 | $18.37K | 11,865 |
| Tracy P. Palandjian Director | Aug 15, 2025 | Option exercise | +1,117 | – | – | 17,886 |
| Loren M. Starr Director | Aug 15, 2025 | Option exercise | +544 | – | – | 1,285 |
| Dwight D. Churchill Director | Aug 15, 2025 | Option exercise | +1,398 | – | – | 29,030 |
| Jay C. Horgen Chief Executive Officer, Director | Aug 12, 2025 | Option exercise | +75,000 | $74.49 | $5.59M | 529,929 |
| Jay C. Horgen Chief Executive Officer, Director | Aug 12, 2025 | Tax withholding | −45,607 | $219.70 | $10.02M | 484,322 |
| Jay C. Horgen Chief Executive Officer, Director | Jul 2, 2025 | Gift | +14,000 | – | – | 34,058 |
| Jay C. Horgen Chief Executive Officer, Director | Jul 2, 2025 | Gift | −14,000 | – | – | 454,929 |
| Jay C. Horgen Chief Executive Officer, Director | Jul 1, 2025 | Option exercise | +75,000 | $74.49 | $5.59M | 516,120 |
| Jay C. Horgen Chief Executive Officer, Director | Jul 1, 2025 | Tax withholding | −47,191 | $198.72 | $9.38M | 468,929 |
| Tracy P. Palandjian Director | May 12, 2025 | Option exercise | +1,361 | $86.78 | $118.11K | 19,660 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
+99.9%
From 0M shares
Short volume, 20 days
47.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Affiliated Managers's stock actually held short. Settlement fails (shares not delivered on time) peaked at 346 shares on Sep 8, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David Christopher Ryan Director | Jun 30, 2026 | 305 | $104.93K | Jun 30, 2026 | Exercise of Options Under a Registered Plan |
| Jay C. Horgen Officer | Jun 8, 2026 | 17,500 | $5.92M | Jun 8, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Rodriguez Felix V. Matos Director | May 8, 2026 | 1,000 | $300.18K | May 8, 2026 | Restricted stock vesting under a registered plan |
| David Christopher Ryan Director | May 6, 2026 | 3,402 | $1.04M | May 6, 2026 | Restricted stock vesting under a registered plan |
| Thomas M. Wojcik Officer | Mar 9, 2026 | 46,878 | $13.08M | Mar 9, 2026 | Stock Award |
| Kavita Padiyar Officer | Mar 9, 2026 | 2,200 | $612.12K | Mar 9, 2026 | Restricted stock vesting under a registered plan |
| Thomas M. Wojcik Officer | Mar 6, 2026 | 8,000 | $2.29M | Mar 6, 2026 | Restricted stock vesting under a registered plan |
| Thomas M. Wojcik Officer | Sep 9, 2025 | 16,000 | $3.70M | Sep 9, 2025 | Exercise of options under a registered plan |
| Rizwan M. Jamal Former Officer | Mar 10, 2025 | 14,669 | $2.30M | Mar 10, 2025 | Transfer to Rizwan M. Jamal Revocable Trust |
| Jay C. Horgen Officer | Aug 19, 2024 | 18,300 | $3.16M | Aug 19, 2024 | Stock Award |
| Thomas M. Wojcik Officer | Aug 16, 2024 | 4,786 | $820.70K | Aug 16, 2024 | Stock Award |
| Rizwan M. Jamal Affiliate | Aug 16, 2024 | 8,622 | $1.48M | Aug 16, 2024 | RSU vesting |