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Artisan Partners Asset Management (APAM) Institutional Ownership

Artisan Partners Asset Management logo
$41.09 -0.08 (-0.19%)
As of 09/3/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Artisan Partners Asset Management (NYSE:APAM)

Current
Institutional Ownership
Percentage
86.45%
Number of
Institutional Buyers
(last 12 months)
203
Total
Institutional Inflows
(last 12 months)
$329.98M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$149.45M
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APAM Institutional Buying and Selling by Quarter

Artisan Partners Asset Management Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP13,446$464K0.0%-2.8%0.017%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al28,850$996K0.0%N/A0.036%
8/24/2026 California State Teachers Retirement System2,732,601$94.36M0.0%+3,122.7%3.371%
8/22/2026 Highland Investment Advisors LLC1,469$51K0.0%N/A0.002%
8/22/2026 Prosperitas Financial LLC8,193$283K0.1%+39.1%0.010%
8/21/2026 Nykredit A S1,144$40K0.0%N/A0.001%
8/21/2026 B. Metzler seel. Sohn & Co. AG40,915$1.41M0.0%+13.6%0.050%
8/19/2026 Navellier & Associates Inc.85,193$2.94M0.2%+4.2%0.105%
8/18/2026 Public Employees Retirement System of Ohio1,520$52K0.0%N/A0.002%
8/7/2026 Trust Co. of Vermont800$28K0.0%N/A0.001%
7/10/2026 Wasatch Advisors LP1,704,243$58.85M0.4%+8.4%2.115%
7/10/2026 Salvus Wealth Management LLC9,650$333K0.2%+22.6%0.012%
7/10/2026 Carolina Wealth Advisors LLC56,577$1.95M0.8%-1.2%0.070%
7/9/2026 Hennion & Walsh Asset Management Inc.35,527$1.23M0.0%-19.5%0.044%
7/8/2026 Assenagon Asset Management S.A.20,275$700K0.0%N/A0.025%
7/7/2026 GAMMA Investing LLC1,588$55K0.0%-15.0%0.002%
7/2/2026 Versant Capital Management Inc1,658$57K0.0%+51.0%0.002%
6/3/2026 Parallel Advisors LLC10,120$368K0.0%-6.9%0.013%
5/19/2026 Bank of America Corp DE343,520$12.50M0.0%+11.0%0.426%
5/19/2026 Edgestream Partners L.P.218,013$7.93M0.3%+101.7%0.271%
5/19/2026Janus Henderson Group PLC94,142$3.43M0.0%-71.5%0.117%
5/19/2026 Smith Group Asset Management LLC13,436$489K0.0%+9.5%0.017%
5/18/2026 Amundi16,030$583K0.0%+6.0%0.020%
5/18/2026 EverSource Wealth Advisors LLC5,036$183K0.0%+25.9%0.006%
5/18/2026 California State Teachers Retirement System84,793$3.09M0.0%+27.5%0.105%
5/18/2026 Royal Bank of Canada195,417$7.11M0.0%-2.7%0.242%
5/16/2026 The Manufacturers Life Insurance Company28,949$1.05M0.0%-1.9%0.036%
5/16/2026 Measured Risk Portfolios Inc.42,939$1.56M1.7%+22.5%0.053%
5/16/2026 Quantinno Capital Management LP27,198$990K0.0%+9.8%0.034%
5/16/2026 SummitTX Capital L.P.8,580$312K0.0%N/A0.011%
5/15/2026 Bradley Foster & Sargent Inc. CT17,884$651K0.0%+29.6%0.022%
5/15/2026 Punch & Associates Investment Management Inc.551,336$20.06M1.2%+25.9%0.684%
5/15/2026 Entropy Technologies LP31,681$1.15M0.1%+137.2%0.039%
5/14/2026 Renaissance Technologies LLC284,348$10.35M0.0%-16.2%0.353%
5/14/2026 Morningstar Investment Management LLC88,669$3.23M0.2%+152.2%0.110%
5/14/2026 Oak Associates Ltd. OH14,082$512K0.0%-11.8%0.017%
5/14/2026 Inceptionr LLC14,737$536K0.1%N/A0.018%
5/14/2026 Sei Investments Co.144,778$5.27M0.0%+33.0%0.180%
5/13/2026 Cetera Investment Advisers35,917$1.31M0.0%+6.3%0.045%
5/13/2026 NewEdge Wealth LLC36,736$1.34M0.0%-10.1%0.046%
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5/13/2026 WealthCollab LLC2,072$75K0.0%+21.9%0.003%
5/13/2026 First Citizens Bank & Trust Co.12,993$473K0.0%-7.0%0.016%
5/13/2026 First Trust Advisors LP152,925$5.57M0.0%+97.3%0.190%
5/8/2026 PNC Financial Services Group Inc.4,386$160K0.0%-11.4%0.005%
5/7/2026 Dimensional Fund Advisors LP1,670,380$60.78M0.0%+1.9%2.073%
5/7/2026 Parallel Advisors LLC10,120$368K0.0%-6.9%0.013%
5/6/2026 Jennison Associates LLC41,342$1.50M0.0%-15.2%0.051%
5/6/2026 Aviance Capital Partners LLC33,564$1.22M0.1%+1.2%0.042%
5/6/2026 Allspring Global Investments Holdings LLC12,387$453K0.0%-88.9%0.015%
5/5/2026 Bank of New York Mellon Corp396,626$14.43M0.0%-8.4%0.492%
5/5/2026 Illinois Municipal Retirement Fund39,728$1.45M0.0%+3.5%0.049%
5/5/2026 Sanctuary Advisors LLC7,157$260K0.0%-27.2%0.009%
5/4/2026 Principal Financial Group Inc.343,169$12.49M0.0%-23.2%0.426%
5/1/2026 Fifth Third Bancorp33,306$1.21M0.0%+9,498.3%0.041%
5/1/2026 Sequoia Financial Advisors LLC6,597$240K0.0%N/A0.008%
4/30/2026 Hsbc Holdings PLC24,213$884K0.0%+31.0%0.030%
4/30/2026 Kestra Advisory Services LLC7,073$257K0.0%-16.2%0.009%
4/30/2026 Isthmus Partners LLC91,072$3.31M0.3%+21.4%0.113%
4/29/2026 R Squared Ltd6,302$229K0.1%N/A0.008%
4/29/2026 Burney Co.22,904$833K0.0%+15.8%0.028%
4/28/2026DGS Capital Management LLC39,243$1.43M0.2%+20.9%0.049%
4/28/2026 AdvisorShares Investments LLC12,300$448K0.1%N/A0.015%
4/28/2026 QRG Capital Management Inc.30,180$1.10M0.0%-23.9%0.037%
4/27/2026 Moran Wealth Management LLC50,515$1.84M0.1%+26.1%0.063%
4/27/2026 World Investment Advisors6,619$241K0.0%-8.7%0.008%
4/27/2026 New York State Teachers Retirement System25,967$945K0.0%-25.6%0.032%
4/24/2026 MQS Management LLC7,558$275K0.2%-49.2%0.009%
4/23/2026 Continuum Advisory LLC13,117$477K0.0%-18.8%0.016%
4/22/2026 MeadowBrook Investment Advisors LLC9,206$335K0.3%+7.0%0.011%
4/22/2026 Pictet Asset Management Holding SA11,254$410K0.0%+11.1%0.014%
4/22/2026 Sterling Capital Management LLC1,158$42K0.0%-37.5%0.001%
4/21/2026 Wasatch Advisors LP1,571,535$57.19M0.4%-5.3%1.950%
4/21/2026 Louisiana State Employees Retirement System31,200$1.14M0.0%N/A0.039%
4/20/2026 Ritholtz Wealth Management9,576$348K0.0%-6.9%0.012%
4/16/2026 SG Americas Securities LLC15,630$569K0.0%-32.9%0.019%
4/16/2026 Vaughan Nelson Investment Management L.P.2,587,946$94.18M0.9%+12.6%3.211%
4/15/2026 Nations Financial Group Inc. IA ADV7,059$257K0.0%-13.3%0.009%
3/20/2026 Hsbc Holdings PLC18,483$755K0.0%-21.7%0.023%
3/17/2026 Rockefeller Capital Management L.P.46,209$1.88M0.0%-28.6%0.057%
3/9/2026 Corient Private Wealth LLC16,219$661K0.0%+170.8%0.020%
3/4/2026 SHP Wealth Management1,571$64K0.0%N/A0.002%
3/3/2026 Caitong International Asset Management Co. Ltd1,974$80K0.0%+522.7%0.002%
2/24/2026DGS Capital Management LLC32,467$1.32M0.2%+4.2%0.040%
2/23/2026 Drake & Associates LLC41,691$1.70M0.3%-30.8%0.052%
2/23/2026 Virtu Financial LLC5,820$237K0.0%N/A0.007%
2/19/2026 Invesco Ltd.468,800$19.10M0.0%+10.4%0.581%
2/19/2026 Corient Private Wealth LLC16,219$661K0.0%+170.8%0.020%
2/18/2026 Mercer Global Advisors Inc. ADV61,971$2.53M0.0%-1.3%0.077%
2/18/2026 Vident Advisory LLC22,593$920K0.0%+3.3%0.028%
2/18/2026 First Citizens Bank & Trust Co.13,969$569K0.0%-19.2%0.017%
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2/18/2026 State of Tennessee Department of Treasury42,627$1.90M0.0%-5.9%0.053%
2/18/2026 Mackenzie Financial Corp47,014$1.93M0.0%-8.5%0.058%
2/18/2026 Garton & Associates Financial Advisors LLC910$37K0.0%N/A0.001%
2/18/2026 Zacks Investment Management55,349$2.26M0.0%-8.8%0.069%
2/18/2026 Voloridge Investment Management LLC228,583$9.31M0.0%+21.3%0.283%
2/18/2026 Tudor Investment Corp ET AL61,071$2.49M0.0%-27.4%0.076%
2/18/2026 Twinbeech Capital LP33,194$1.35M0.1%N/A0.041%
2/18/2026 Susquehanna Fundamental Investments LLC20,564$838K0.0%-1.4%0.025%
2/18/2026 Millennium Management LLC226,035$9.21M0.0%+52.8%0.280%
2/18/2026 Man Group plc134,514$5.48M0.0%-40.0%0.167%


APAM Institutional Ownership - Frequently Asked Questions

During the previous two years, 372 institutional investors and hedge funds held shares of Artisan Partners Asset Management. The most heavily invested institutionals were Vanguard Group Inc. ($312.23M), Kayne Anderson Rudnick Investment Management LLC ($255.85M), Charles Schwab Investment Management Inc. ($124.19M), State Street Corp ($116.13M), California State Teachers Retirement System ($94.36M), Vaughan Nelson Investment Management L.P. ($94.18M), and Morgan Stanley ($82.40M).Learn more on Artisan Partners Asset Management's institutional investors.

86.45% of Artisan Partners Asset Management's stock is owned by institutional investors. Learn more on APAM's institutional investor holdings.

Of the 330 institutional investors that purchased Artisan Partners Asset Management's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: California State Teachers Retirement System ($2.67M), Vaughan Nelson Investment Management L.P. ($1.32M), Raymond James Financial Inc. ($969.80K), Wasatch Advisors LP ($793.86K), Charles Schwab Investment Management Inc. ($541.44K), Punch & Associates Investment Management Inc. ($540.18K), and Channing Capital Management LLC ($488.26K).

Institutional investors have bought a total of 8,497,249 shares in the last 24 months. This purchase volume represents approximately $331.50M in transactions.

Of the 137 institutional investors that sold Artisan Partners Asset Management's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janus Henderson Group PLC ($648.38K), Capital World Investors ($499.39K), Harbor Capital Advisors Inc. ($189.45K), Vaughan Nelson Investment Management L.P. ($168.81K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($117.92K), Principal Financial Group Inc. ($103.56K), and Heartland Advisors Inc. ($101.67K).

Institutional investors have sold a total of 3,632,036 shares in the last 24 months. This volume of shares sold represents approximately $149.45M in transactions.



Institutional ownership data for NYSE:APAM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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