# AFFILIATED MANAGERS GROUP (MGRE) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 008252108
Page URL: https://superinvestorclub.com/stock/MGRE
Last updated: 2026-07-08T12:48:27.402Z

## Summary

As of the most recent 13F filing period, AFFILIATED MANAGERS GROUP (MGRE) is held by 3 tracked superinvestors with an aggregate position value of $297.8M representing 0106403064915562 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 1064030 | $294.4M | 3.30% | 2026-03-31 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 6491 | $1.8M | 0.01% | 2026-03-31 |
| 3 | [Longleaf Partners](https://superinvestorclub.com/manager/15) | Southeastern Asset Management | 5562 | $1.5M | 0.08% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 3 holders, $162.2M aggregate, 08378781274763464 shares
- 2024-06-30: 3 holders, $359.5M aggregate, 0144281779524963325 shares
- 2024-09-30: 3 holders, $401.2M aggregate, 0145216172482979326 shares
- 2024-12-31: 4 holders, $407.3M aggregate, 01423927702487698856500 shares
- 2025-03-31: 4 holders, $331.2M aggregate, 01407151479771811143000 shares
- 2025-06-30: 4 holders, $290.3M aggregate, 0135507511024868383000 shares
- 2025-09-30: 4 holders, $307.0M aggregate, 012638241433468382400 shares
- 2025-12-31: 3 holders, $346.2M aggregate, 01182223131595562 shares
- 2026-03-31: 3 holders, $297.8M aggregate, 0106403064915562 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "AFFILIATED MANAGERS GROUP (MGRE) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/MGRE), aggregating SEC 13F, Form 4, and congressional disclosures."