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Institutional Ownership · SEC Form 13F

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.

357
Institutional holders
69M
Shares held (tracked funds)
85.0%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added11,198,383$387M14.8%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed5,171,453$179M6.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added4,209,313$145M5.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added3,062,850$106M4.1%2026-Q2
STATE STREET CORP added2,948,649$102M3.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,812,323$97M3.7%2026-Q2
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed2,466,770$85M3.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,258,283$78M3.0%2026-Q2
MORGAN STANLEY trimmed1,982,177$68M2.6%2026-Q2
Channing Capital Management, LLC trimmed1,856,106$64M2.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,742,180$60M2.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added1,729,618$60M2.3%2026-Q2
WASATCH ADVISORS LP added1,704,243$59M2.3%2026-Q2
Fisher Asset Management, LLC trimmed1,275,352$44M1.7%2026-Q2
ROYCE & ASSOCIATES LP added978,485$34M1.3%2026-Q2
NORTHERN TRUST CORP added872,956$30M1.2%2026-Q2
GOLDMAN SACHS GROUP INC added814,071$28M1.1%2026-Q2
FEDERATED HERMES, INC. added773,679$27M1.0%2026-Q2
CITADEL ADVISORS LLC added760,422$26M1.0%2026-Q2
UBS Group AG added697,380$24M0.9%2026-Q2
WELLS FARGO & COMPANY/MN added640,424$22M0.8%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added594,780$21M0.8%2026-Q2
Invesco Ltd. added591,812$20M0.8%2026-Q2
D. E. Shaw & Co., Inc. added513,655$18M0.7%2026-Q2
Public Sector Pension Investment Board trimmed509,349$18M0.7%2026-Q2
Capital World Investors trimmed509,214$18M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added485,694$17M0.6%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed485,567$17M0.6%2026-Q2
Nuveen, LLC added440,467$15M0.6%2026-Q2
CRAWFORD INVESTMENT COUNSEL INC trimmed426,937$15M0.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed410,210$14M0.5%2026-Q2
Bank of New York Mellon Corp added407,000$14M0.5%2026-Q2
BARCLAYS PLC trimmed386,069$13M0.5%2026-Q2
TUDOR INVESTMENT CORP ET AL added385,102$13M0.5%2026-Q2
SPROTT INC.362,095$13M0.5%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added345,126$12M0.5%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added325,748$11M0.4%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed320,107$11M0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed310,399$11M0.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed276,132$10M0.4%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added274,870$9M0.4%2026-Q2
Creative Planning added270,959$9M0.4%2026-Q2
Jump Financial, LLC new266,952$9M0.4%2026-Q2
Point72 Asset Management, L.P. added240,579$8M0.3%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed233,307$8M0.3%2026-Q2
Qube Research & Technologies Ltd trimmed229,306$8M0.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC added218,782$8M0.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed214,710$7M0.3%2026-Q2
FRANKLIN RESOURCES INC trimmed196,902$7M0.3%2026-Q2
Legal & General Group Plc added192,195$7M0.3%2026-Q2
ROYAL BANK OF CANADA trimmed184,166$6M0.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added170,297$6M0.2%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS added167,571$6M0.2%2026-Q2
TOWLE & CO new167,060$6M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed166,553$6M0.2%2026-Q2
SEI INVESTMENTS CO added164,005$6M0.2%2026-Q2
FIRST TRUST ADVISORS LP added163,042$6M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed162,644$6M0.2%2026-Q2
Man Group plc added153,291$5M0.2%2026-Q2
ALPS ADVISORS INC added150,020$5M0.2%2026-Q2
Swiss National Bank trimmed138,300$5M0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed135,789$5M0.2%2026-Q2
ALGERT GLOBAL LLC added132,190$5M0.2%2026-Q2
Empowered Funds, LLC new127,249$4M0.2%2026-Q2
Ruffer LLP added122,211$4M0.2%2026-Q2
Edgestream Partners, L.P. trimmed114,667$4M0.2%2026-Q2
Moody Aldrich Partners LLC113,059$4M0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added109,294$4M0.1%2026-Q2
Twelve Points Wealth Management LLC added109,104$4M0.1%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed105,647$4M0.1%2026-Q2
CITIGROUP INC added102,803$4M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added95,369$3M0.1%2026-Q2
ISTHMUS PARTNERS, LLC added94,792$3M0.1%2026-Q2
JPMORGAN CHASE & CO trimmed89,061$3M0.1%2026-Q2
Morningstar Investment Management LLC88,669$3M0.1%2026-Q2
Holocene Advisors, LP added92,415$3M0.1%2026-Q2
NAVELLIER & ASSOCIATES INC added85,193$3M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added80,522$3M0.1%2026-Q2
Brevan Howard Capital Management LP added84,346$3M0.1%2026-Q2
REGIONS FINANCIAL CORP trimmed82,844$3M0.1%2026-Q2
Pathstone Holdings, LLC added80,326$3M0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added79,772$3M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed79,137$3M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed78,435$3M0.1%2026-Q2
DEUTSCHE BANK AG\ added76,878$3M0.1%2026-Q2
ExodusPoint Capital Management, LP added75,181$3M0.1%2026-Q2
Callan Family Office, LLC trimmed71,286$2M0.1%2026-Q2
VANGUARD GROUP INC trimmed7,663,975$312M12.0%2025-Q4 stale (2 quarters behind)
NATIXIS ADVISORS, LLC added436,553$16M0.6%2026-Q1 stale (1 quarter behind)
AXA S.A. added176,422$8M0.3%2025-Q2 stale (4 quarters behind)
AXA Investment Managers S.A. new155,241$7M0.3%2025-Q3 stale (3 quarters behind)
NORGES BANK trimmed114,385$4M0.2%2026-Q1 stale (1 quarter behind)
Brandywine Global Investment Management, LLC added104,950$4M0.2%2025-Q4 stale (2 quarters behind)
MERITAGE PORTFOLIO MANAGEMENT trimmed104,939$4M0.2%2025-Q4 stale (2 quarters behind)
Vestcor Inc added107,642$4M0.2%2026-Q1 stale (1 quarter behind)
JANUS HENDERSON GROUP PLC trimmed94,142$3M0.1%2026-Q1 stale (1 quarter behind)
Phocas Financial Corp. trimmed91,229$3M0.1%2026-Q1 stale (1 quarter behind)
Cubist Systematic Strategies, LLC new70,652$3M0.1%2025-Q3 stale (3 quarters behind)
HRT FINANCIAL LP added79,457$3M0.1%2026-Q1 stale (1 quarter behind)
Thrivent Financial for Lutherans trimmed72,638$3M0.1%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.

HoldersTotal shares

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.

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