Who owns Affiliated Managers Group (MGRE)
Which tracked institutional funds hold MGRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MGRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
194 tracked funds added or opened MGRE while 92 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MGRE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MGRE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MGRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 526 tracked filers holding MGRE, 225 increased or opened the position and 298 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MGRE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- Zurich Insurance Group Ltd/FI$24M
- Capricorn Fund Managers Ltd$23M
- CAPITAL FUND MANAGEMENT S.A.$10M
- PEAK6 LLC$10M
- VAN ECK ASSOCIATES CORP$7M
- Strategic Global Advisors, LLC$5M
Full exits 51
- LSV ASSET MANAGEMENT$132M
- Artisan Partners Limited Partnership$48M
- LORD, ABBETT & CO. LLC$43M
- Woodline Partners LP$40M
- Treasurer of the State of North Carolina$29M
- Prana Capital Management, LP$17M
Largest adds
- MILLENNIUM MANAGEMENT LLC$295M
- BlackRock, Inc.$281M
- VANGUARD PORTFOLIO MANAGEMENT LLC$95M
- FULLER & THALER ASSET MANAGEMENT, INC.$80M
- Boston Partners$70M
- VANGUARD CAPITAL MANAGEMENT LLC$64M
Largest trims
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$18M
- Man Group plc$17M
- Russell Investments Group, Ltd.$15M
- Clarkston Capital Partners, LLC$9M
- Schonfeld Strategic Advisors LLC$9M
- Oak Thistle LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,772,736 | $938M | 12.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,487,219 | $503M | 6.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,391,836 | $471M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,151,085 | $390M | 5.1% | 2026-Q2 |
| Boston Partners added | 1,001,967 | $339M | 4.4% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC trimmed | 999,676 | $338M | 4.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 883,323 | $299M | 3.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 875,116 | $296M | 3.9% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 857,756 | $290M | 3.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 670,195 | $227M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 590,757 | $200M | 2.6% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 479,594 | $153M | 2.0% | 2026-Q2 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 472,886 | $160M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 432,420 | $146M | 1.9% | 2026-Q2 |
| Invesco Ltd. added | 380,623 | $129M | 1.7% | 2026-Q2 |
| NORGES BANK added | 361,473 | $122M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 322,670 | $109M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 309,134 | $105M | 1.4% | 2026-Q2 |
| Channing Capital Management, LLC trimmed | 302,514 | $102M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 287,795 | $97M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 281,967 | $95M | 1.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 268,737 | $91M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 258,331 | $87M | 1.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 246,463 | $83M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 239,235 | $81M | 1.1% | 2026-Q2 |
| Clarkston Capital Partners, LLC trimmed | 228,683 | $77M | 1.0% | 2026-Q2 |
| BRUNI J V & CO /CO trimmed | 210,094 | $71M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 198,492 | $67M | 0.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 189,739 | $53M | 0.7% | 2026-Q2 |
| Kiltearn Partners LLP trimmed | 184,586 | $62M | 0.8% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 182,041 | $62M | 0.8% | 2026-Q2 |
| FMR LLC added | 177,576 | $60M | 0.8% | 2026-Q2 |
| UBS Group AG added | 175,776 | $59M | 0.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 166,559 | $56M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 165,842 | $56M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 129,402 | $45M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 117,440 | $40M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 117,142 | $40M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 116,158 | $39M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 108,737 | $37M | 0.5% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 103,094 | $35M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 93,544 | $32M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 90,253 | $31M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 89,089 | $30M | 0.4% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension trimmed | 88,640 | $30M | 0.4% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 85,359 | $29M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 83,192 | $28M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 81,755 | $28M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 77,188 | $26M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 75,584 | $26M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 74,871 | $25M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 72,260 | $24M | 0.3% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI new | 71,322 | $24M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 69,073 | $23M | 0.3% | 2026-Q2 |
| Capricorn Fund Managers Ltd new | 69,045 | $23M | 0.3% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 66,968 | $23M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 59,949 | $20M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 59,150 | $20M | 0.3% | 2026-Q2 |
| Wallace Capital Management Inc. trimmed | 58,334 | $20M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 56,760 | $19M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 54,070 | $18M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 52,605 | $18M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 51,861 | $18M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 50,880 | $17M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS | 48,257 | $16M | 0.2% | 2026-Q2 |
| Moran Wealth Management, LLC added | 45,453 | $15M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 44,247 | $15M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 43,886 | $15M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 42,853 | $15M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 42,839 | $14M | 0.2% | 2026-Q2 |
| STRS OHIO added | 42,282 | $14M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 41,269 | $14M | 0.2% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 39,981 | $14M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 39,692 | $13M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 37,566 | $13M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 37,364 | $13M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 35,681 | $12M | 0.2% | 2026-Q2 |
| Calamos Advisors LLC | 35,430 | $12M | 0.2% | 2026-Q2 |
| Livforsakringsbolaget Skandia, Omsesidigt | 34,950 | $12M | 0.2% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 34,501 | $12M | 0.2% | 2026-Q2 |
| Goodman Financial Corp added | 32,962 | $11M | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 32,115 | $11M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 31,878 | $11M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 30,813 | $10M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 29,925 | $10M | 0.1% | 2026-Q2 |
| PEAK6 LLC new | 29,555 | $10M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 29,271 | $10M | 0.1% | 2026-Q2 |
| NICOLA WEALTH MANAGEMENT LTD. | 29,000 | $10M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 27,997 | $9M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 27,839 | $9M | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 27,179 | $9M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 27,045 | $9M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 26,713 | $9M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 26,489 | $9M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 25,306 | $9M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 24,858 | $8M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 24,635 | $8M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC added | 24,092 | $8M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 24,043 | $8M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 24,030 | $8M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.