Who owns Artisan Partners Asset Management (APAM)
Which tracked institutional funds hold APAM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APAM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on APAM is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 188 trimmed or exited — on balance reducing.
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
APAM’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 APAM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in APAM 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 2025-Q4 and 2026-Q1, across 382 tracked filers holding APAM, 201 increased or opened the position and 178 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 APAM 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.
Full exits 183
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$202M
- VANGUARD PORTFOLIO MANAGEMENT LLC$150M
- VANGUARD CAPITAL MANAGEMENT LLC$110M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$94M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$93M
- MORGAN STANLEY$77M
Largest adds
- BlackRock, Inc.$125M
- CITADEL ADVISORS LLC$11M
- D. E. Shaw & Co., Inc.$5M
- AQR CAPITAL MANAGEMENT LLC$3M
- Brevan Howard Capital Management LP$2M
- Invesco Ltd.$1M
Largest trims
- Capital World Investors$21M
- MILLENNIUM MANAGEMENT LLC$5M
- STATE STREET CORP$2M
- TWO SIGMA INVESTMENTS, LP$1M
- MARSHALL WACE, LLP$924K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 11,198,383 | $387M | 14.6% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 5,564,382 | $202M | 7.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,130,599 | $150M | 5.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,031,631 | $110M | 4.2% | 2026-Q1 |
| STATE STREET CORP added | 2,948,649 | $102M | 3.8% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 2,587,946 | $94M | 3.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,549,402 | $93M | 3.5% | 2026-Q1 |
| MORGAN STANLEY added | 2,107,655 | $77M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,076,906 | $76M | 2.8% | 2026-Q1 |
| Channing Capital Management, LLC trimmed | 1,909,869 | $70M | 2.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,670,380 | $61M | 2.3% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 1,571,535 | $57M | 2.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,432,424 | $52M | 2.0% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 1,310,131 | $48M | 1.8% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 973,227 | $35M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 846,706 | $31M | 1.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 758,016 | $28M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 760,422 | $26M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 625,552 | $23M | 0.9% | 2026-Q1 |
| Public Sector Pension Investment Board added | 611,876 | $22M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 571,919 | $21M | 0.8% | 2026-Q1 |
| Invesco Ltd. added | 591,812 | $20M | 0.8% | 2026-Q2 |
| BARCLAYS PLC trimmed | 554,359 | $20M | 0.8% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 551,336 | $20M | 0.8% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 529,279 | $19M | 0.7% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 498,369 | $18M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 513,655 | $18M | 0.7% | 2026-Q2 |
| Capital World Investors trimmed | 509,214 | $18M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 473,395 | $17M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 468,371 | $17M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 441,023 | $16M | 0.6% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 436,553 | $16M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 396,626 | $14M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 377,377 | $14M | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 385,102 | $13M | 0.5% | 2026-Q2 |
| SPROTT INC. | 362,095 | $13M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 355,089 | $13M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 343,520 | $13M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 343,169 | $12M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 325,748 | $11M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 310,399 | $11M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 266,904 | $10M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 240,579 | $8M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 233,307 | $8M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 219,317 | $8M | 0.3% | 2026-Q1 |
| Edgestream Partners, L.P. added | 218,013 | $8M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 218,782 | $8M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 203,551 | $7M | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 63,683 | $7M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 195,417 | $7M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 185,860 | $7M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 182,335 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 179,052 | $7M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 165,283 | $6M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 154,896 | $6M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 152,925 | $6M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 149,185 | $5M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 145,823 | $5M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 144,778 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank | 139,100 | $5M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 137,246 | $5M | 0.2% | 2026-Q1 |
| Man Group plc added | 136,899 | $5M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 114,385 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 118,521 | $4M | 0.2% | 2026-Q1 |
| Moody Aldrich Partners LLC | 113,059 | $4M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 111,472 | $4M | 0.2% | 2026-Q1 |
| Vestcor Inc added | 107,642 | $4M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 105,956 | $4M | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 101,984 | $4M | 0.1% | 2026-Q1 |
| Ruffer LLP added | 98,783 | $4M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 97,697 | $3M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 94,142 | $3M | 0.1% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 91,229 | $3M | 0.1% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC added | 91,072 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 95,369 | $3M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 89,511 | $3M | 0.1% | 2026-Q1 |
| Morningstar Investment Management LLC added | 88,669 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 84,793 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 74,597 | $3M | 0.1% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC trimmed | 81,782 | $3M | 0.1% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 81,511 | $3M | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 84,346 | $3M | 0.1% | 2026-Q2 |
| HRT FINANCIAL LP added | 79,457 | $3M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 72,638 | $3M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC added | 71,755 | $3M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 75,181 | $3M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 70,024 | $3M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 69,282 | $3M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 69,282 | $3M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 68,781 | $3M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP added | 66,799 | $2M | 0.1% | 2026-Q1 |
| Elo Mutual Pension Insurance Co added | 64,928 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,663,975 | $312M | 11.8% | 2025-Q4 stale |
| AXA S.A. added | 176,422 | $8M | 0.3% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 155,241 | $7M | 0.3% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC added | 104,950 | $4M | 0.2% | 2025-Q4 stale |
| MERITAGE PORTFOLIO MANAGEMENT trimmed | 104,939 | $4M | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC new | 70,652 | $3M | 0.1% | 2025-Q3 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 65,250 | $3M | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 61,229 | $2M | 0.1% | 2025-Q1 stale |
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.