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-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
57 tracked funds added or opened APAM 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
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 2026-Q1 and 2026-Q2, across 357 tracked filers holding APAM, 196 increased or opened the position and 186 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.
New buyers 17
- Jump Financial, LLC$9M
- TOWLE & CO$6M
- ALGERT GLOBAL LLC$5M
- Empowered Funds, LLC$4M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
- Fulcrum Asset Management LLP$2M
Full exits 32
- NATIXIS ADVISORS, LLC$16M
- NORGES BANK$4M
- Vestcor Inc$4M
- JANUS HENDERSON GROUP PLC$3M
- Phocas Financial Corp.$3M
- HRT FINANCIAL LP$3M
Largest adds
- BlackRock, Inc.$125M
- UBS Group AG$14M
- CITADEL ADVISORS LLC$11M
- VICTORY CAPITAL MANAGEMENT INC$8M
- GOLDMAN SACHS GROUP INC$7M
- Connor, Clark & Lunn Investment Management Ltd.$5M
Largest trims
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$24M
- Capital World Investors$21M
- Qube Research & Technologies Ltd$9M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$9M
- MORGAN STANLEY$8M
- EverSource Wealth Advisors, LLC$7M
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 | 14.8% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 5,171,453 | $179M | 6.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,209,313 | $145M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,062,850 | $106M | 4.1% | 2026-Q2 |
| STATE STREET CORP added | 2,948,649 | $102M | 3.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,812,323 | $97M | 3.7% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 2,466,770 | $85M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,258,283 | $78M | 3.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,982,177 | $68M | 2.6% | 2026-Q2 |
| Channing Capital Management, LLC trimmed | 1,856,106 | $64M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,742,180 | $60M | 2.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,729,618 | $60M | 2.3% | 2026-Q2 |
| WASATCH ADVISORS LP added | 1,704,243 | $59M | 2.3% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 1,275,352 | $44M | 1.7% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 978,485 | $34M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 872,956 | $30M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 814,071 | $28M | 1.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 773,679 | $27M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 760,422 | $26M | 1.0% | 2026-Q2 |
| UBS Group AG added | 697,380 | $24M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 640,424 | $22M | 0.8% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 594,780 | $21M | 0.8% | 2026-Q2 |
| Invesco Ltd. added | 591,812 | $20M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 513,655 | $18M | 0.7% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 509,349 | $18M | 0.7% | 2026-Q2 |
| Capital World Investors trimmed | 509,214 | $18M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 485,694 | $17M | 0.6% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 485,567 | $17M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 440,467 | $15M | 0.6% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 426,937 | $15M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 410,210 | $14M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 407,000 | $14M | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 386,069 | $13M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 385,102 | $13M | 0.5% | 2026-Q2 |
| SPROTT INC. | 362,095 | $13M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 345,126 | $12M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 325,748 | $11M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 320,107 | $11M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 310,399 | $11M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 276,132 | $10M | 0.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 274,870 | $9M | 0.4% | 2026-Q2 |
| Creative Planning added | 270,959 | $9M | 0.4% | 2026-Q2 |
| Jump Financial, LLC new | 266,952 | $9M | 0.4% | 2026-Q2 |
| 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 |
| Qube Research & Technologies Ltd trimmed | 229,306 | $8M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 218,782 | $8M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 214,710 | $7M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 196,902 | $7M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 192,195 | $7M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 184,166 | $6M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 170,297 | $6M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 167,571 | $6M | 0.2% | 2026-Q2 |
| TOWLE & CO new | 167,060 | $6M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 166,553 | $6M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 164,005 | $6M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 163,042 | $6M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 162,644 | $6M | 0.2% | 2026-Q2 |
| Man Group plc added | 153,291 | $5M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 150,020 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 138,300 | $5M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 135,789 | $5M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 132,190 | $5M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC new | 127,249 | $4M | 0.2% | 2026-Q2 |
| Ruffer LLP added | 122,211 | $4M | 0.2% | 2026-Q2 |
| Edgestream Partners, L.P. trimmed | 114,667 | $4M | 0.2% | 2026-Q2 |
| Moody Aldrich Partners LLC | 113,059 | $4M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 109,294 | $4M | 0.1% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 109,104 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 105,647 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 102,803 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 95,369 | $3M | 0.1% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC added | 94,792 | $3M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 89,061 | $3M | 0.1% | 2026-Q2 |
| Morningstar Investment Management LLC | 88,669 | $3M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 92,415 | $3M | 0.1% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC added | 85,193 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 80,522 | $3M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 84,346 | $3M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 82,844 | $3M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 80,326 | $3M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 79,772 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 79,137 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 78,435 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 76,878 | $3M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 75,181 | $3M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 71,286 | $2M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC trimmed | 7,663,975 | $312M | 12.0% | 2025-Q4 stale (2 quarters behind) |
| NATIXIS ADVISORS, LLC added | 436,553 | $16M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| AXA S.A. added | 176,422 | $8M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AXA Investment Managers S.A. new | 155,241 | $7M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| NORGES BANK trimmed | 114,385 | $4M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Brandywine Global Investment Management, LLC added | 104,950 | $4M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MERITAGE PORTFOLIO MANAGEMENT trimmed | 104,939 | $4M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Vestcor Inc added | 107,642 | $4M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANUS HENDERSON GROUP PLC trimmed | 94,142 | $3M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Phocas Financial Corp. trimmed | 91,229 | $3M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cubist Systematic Strategies, LLC new | 70,652 | $3M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP added | 79,457 | $3M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 72,638 | $3M | 0.1% | 2026-Q1 stale (1 quarter behind) |
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.