Is Affiliated Managers Group, Inc. (MGRD) a Buy, Sell, or Hold?
NYSE : MGRD
Affiliated Managers Group, Inc. — Institutional Ownership
$14.86 USD
-$0.12 (-0.8%)
- Volume
- 8.59K
- Average Volume
- 15.34K
- Market Capitalization
- $9.58B
- P/E Ratio
- 11.66
- Dividend Yield
- 0.01%
- Price Target
- Year High
- $16.94
- Year Low
- $14.40
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.00
- Current Ratio
- $0.00
Institutional Ownership Summary
Institutional Ownership %
%
Investors Holding
change: 0.0 | last:
Increased Positions
change: 0.0 | last:
Reduced Positions
change: 0.0 | last:
New Positions
change: 0.0 | last:
Sold Positions
change: 0.0 | last:
Total Calls
-
Total Puts
-
Put-Call Ratio
change: 0.0 | last:
Total Invested
-
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-04-29 | Vanguard Capital Management | 1.39M | 5.19% |
| 2026-04-28 | Vanguard Portfolio Management | 1.37M | 5.12% |
| 2026-03-26 | The Vanguard Group | - | 0.00% |
| 2026-03-05 | The Vanguard Group | 2.72M | 10.20% |
| 2026-02-13 | Clarkston Capital Partners, LLC | 904.12K | 3.21% |
| 2025-11-07 | Morgan Stanley | 1.98M | 7.00% |
| 2025-10-30 | The Vanguard Group | 2.77M | 9.75% |
| 2025-10-30 | Integrated Core Strategies (US) LLC | 974.6K | 3.40% |
| 2025-06-06 | Integrated Core Strategies (US) LLC | 1.5M | 5.30% |
| 2025-05-14 | Integrated Core Strategies (US) LLC | 1.21M | 4.30% |
| 2025-02-14 | Clarkston Capital Partners, LLC | 1.57M | 5.20% |
| 2023-02-14 | Modell Capital LLC | 2.24M | 5.94% |
| 2023-02-08 | Atlanta Capital Management Company, LLC | 2.39M | 6.30% |
| 2023-02-08 | Morgan Stanley | 2.7M | 7.20% |
| 2022-02-11 | EdgePoint Investment Group Inc. | 5.84M | 14.40% |
| 2022-02-09 | Morgan Stanley | 2.65M | 6.50% |
| 2022-02-09 | The Vanguard Group - 23-1945930 | 3.62M | 8.89% |
| 2022-02-01 | (1) BlackRock, Inc. | 3.69M | 9.10% |
| 2021-12-10 | (1) BlackRock, Inc. | 4.34M | 10.70% |
| 2021-12-10 | Morgan Stanley | 2.62M | 6.40% |
| 2021-02-16 | Eaton Vance Management 04-3101341 | 2.9M | 11.00% |
| 2020-02-13 | STATE STREET CORPORATION | 1.69M | 3.42% |
| 2020-02-10 | (1) BlackRock, Inc. | 4.93M | 10.00% |
| 2019-12-10 | EdgePoint Investment Group Inc. | 7.95M | 16.14% |
| 2019-02-13 | STATE STREET CORPORATION | 2.7M | 5.10% |
| 2019-02-13 | Page 2 of 5 Pages | 4.65M | 8.80% |
| 2018-02-13 | G.S. Beckwith Gilbert | 746K | 32.30% |
| 2015-01-30 | (1) BlackRock, Inc. | 3.35M | 6.00% |
| 2014-02-10 | Gabelli Associates Fund | 130.2K | 1.70% |
| 2013-01-09 | Eaton Vance Management 04-3101341 | 2.63M | 11.00% |
| 2012-02-13 | (1) BlackRock, Inc. | 3.07M | 5.96% |
| 2011-02-03 | (1) BlackRock, Inc. | 2.62M | 5.08% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 2.43M | 5.77% |
| 2009-12-22 | Affiliated Managers Group, Inc. | 5.61M | 32.50% |
| 2009-01-12 | 36-2214610 | 3.25M | 7.91% |
| 2008-02-14 | 04-2683227 | 1.88M | 6.30% |
| 2008-02-14 | Credit Suisse | 2.5M | 7.80% |
| 2007-02-13 | 52-0556948 | 2.18M | 7.10% |
| 2005-08-22 | HBK Investments L.P. | 1.8M | 11.00% |
| 2003-02-13 | Liberty Wanger Asset Management, L.P. 36-3820584 | 857K | 3.90% |
| 2003-02-13 | WAM Acquisition GP, Inc. | 857K | 3.90% |
| 2002-02-08 | American Century Investment Management, Inc. - 44-0640487 | 1.13M | 5.11% |
| 2000-02-10 | 13-3043476 | 1.3M | 5.56% |
| 2000-02-10 | WILLIAM C. MORRIS | 1.3M | 5.56% |
| 1999-02-02 | 39-6006423 | 894.5K | 5.10% |
| 1998-01-26 | 39-6006423 | 731.9K | 5.25% |
MGRD Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $288.28 | 28.5M | $8.22B | $586M | $2.69B | $10.32B |
| 2024-12-31 | $184.92 | 31.1M | $5.75B | $950M | $2.62B | $7.42B |
| 2023-12-31 | $151.42 | 35.1M | $5.31B | $813.6M | $2.54B | $7.04B |
| 2022-12-31 | $158.43 | 38.5M | $6.1B | $429.2M | $2.54B | $8.21B |
| 2021-12-31 | $164.51 | 41.5M | $6.83B | $908.5M | $2.49B | $8.41B |
| 2020-12-31 | $101.70 | 46.5M | $4.73B | $1.04B | $2.31B | $6B |
| 2019-12-31 | $84.74 | 50.5M | $4.28B | $539.6M | $2.24B | $5.98B |
| 2018-12-31 | $97.44 | 53.6M | $5.22B | $565.5M | $2.61B | $7.27B |
| 2017-12-31 | $205.25 | 56M | $11.49B | $439.5M | $1.85B | $12.91B |
| 2016-12-31 | $145.30 | 54.2M | $7.88B | $430.8M | $2.11B | $9.55B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338.40 | 26.4M | $8.93B | $411M | $3B | $11.53B |
| 2026-03-31 | $276.70 | 26.8M | $7.42B | $376.1M | $2.92B | $9.96B |
| 2025-12-31 | $288.28 | 27.7M | $7.99B | $586M | $2.69B | $10.09B |
| 2025-09-30 | $238.43 | 28.7M | $6.84B | $476.1M | $2.37B | $8.74B |
| 2025-06-30 | $196.77 | 28.9M | $5.69B | $361M | $2.62B | $7.95B |
| 2025-03-31 | $168.03 | 29.2M | $4.91B | $816.5M | $2.62B | $6.71B |
| 2024-12-31 | $184.92 | 30.1M | $5.57B | $950M | $2.62B | $7.24B |
| 2024-09-30 | $177.80 | 30.1M | $5.35B | $1.01B | $2.62B | $6.96B |
| 2024-06-30 | $154.99 | 31.5M | $4.88B | $865.5M | $2.53B | $6.54B |
| 2024-03-31 | $165.89 | 32.8M | $5.44B | $793.4M | $2.52B | $7.17B |
| 2023-12-31 | $151.42 | 33.7M | $5.1B | $813.6M | $2.54B | $6.83B |
| 2023-09-30 | $130.34 | 34.9M | $4.55B | $999.2M | $2.54B | $6.09B |