Artisan Partners Asset Management Inc.
APAM- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001517302
In the last 90 days, Artisan Partners Asset Management Inc. insiders filed 0 open-market purchases and 1 sale; 381 institutions reported holding it in 13F filings for Q2 2026, worth $2.41B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Artisan Partners Asset Management Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 313
- +17 vs. Q3 2023
- Shares held
- 60.4M
- −1.81M (−2.9%) vs. Q3 2023
- Total value
- $2.67B
- +$333.0M (+14.2%) vs. Q3 2023
- New holders
- 51
- 95 more added
- Sold out
- 34
- 121 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting APAM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 381 | $2.41B |
| Q1 2026 | 384 | $2.46B |
| Q4 2025 | 381 | $2.67B |
| Q3 2025 | 398 | $2.83B |
| Q2 2025 | 367 | $2.80B |
| Q1 2025 | 359 | $2.50B |
| Q4 2024 | 358 | $2.76B |
| Q3 2024 | 343 | $2.72B |
| Q2 2024 | 333 | $2.52B |
| Q1 2024 | 331 | $2.80B |
| Q4 2023 | 313 | $2.67B |
| Q3 2023 | 301 | $2.34B |
| Q2 2023 | 281 | $2.54B |
| Q1 2023 | 260 | $1.84B |
| Q4 2022 | 272 | $1.70B |
| Q3 2022 | 260 | $1.52B |
| Q2 2022 | 270 | $1.95B |
| Q1 2022 | 270 | $2.07B |
| Q4 2021 | 304 | $2.52B |
| Q3 2021 | 300 | $2.60B |
| Q2 2021 | 308 | $2.78B |
| Q1 2021 | 322 | $2.90B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Artisan Partners Asset Management Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 1 | $42 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $221 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 6 | $266 | 0.00% | −26−81.3% | Reduced |
| SJS Investment Consulting Inc. | 11 | $486 | 0.00% | −2−15.4% | Reduced |
| FinTrust Capital Advisors, LLC | 15 | $663 | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 16 | $707 | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 17 | $752 | 0.00% | +17 | New |
| GW&K Investment Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $1.26K | 0.00% | +4+15.4% | Added |
| JFS Wealth Advisors, LLC | 32 | $1.41K | 0.00% | −1−3.0% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $1.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $2.43K | 0.00% | −134−70.9% | Reduced |
| Ibex Wealth Advisors | 58 | $2.55K | 0.55% | −53,820−99.9% | Reduced |
| First Horizon Advisors, Inc. | 58 | $2.56K | 0.00% | −12−17.1% | Reduced |
| Russell Investments Group, Ltd. | 58 | $2.57K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 65 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 67 | $3.00K | 0.00% | −2−2.9% | Reduced |
| Caitlin John, LLC | 76 | $3.35K | 0.00% | +76 | New |
| ICA Group Wealth Management, LLC | 78 | $3.42K | 0.00% | +78 | New |
| Glassman Wealth Services | 82 | $3.62K | 0.00% | −4−4.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 90 | $3.98K | 0.00% | +90 | New |
| Richardson Capital Management LLC | 108 | $4.77K | 0.00% | +108 | New |
| Frazier Financial Advisors, LLC | 109 | $4.82K | 0.00% | +109 | New |
| Fortitude Family Office, LLC | 114 | $5.04K | 0.00% | +114 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $5.43K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 133 | $5.88K | 0.00% | +8+6.4% | Added |
| Smithfield Trust Co | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 137 | $6.05K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 145 | $6.41K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 155 | $6.87K | 0.00% | +2+1.3% | Added |
| Valley National Advisers Inc | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 182 | $8.04K | 0.00% | +182 | New |
| Lindbrook Capital, LLC | 195 | $8.62K | 0.00% | −10−4.9% | Reduced |
| Fifth Third Bancorp | 218 | $9.63K | 0.00% | +132+153.5% | Added |
| Aspect Partners, LLC | 250 | $11.0K | 0.01% | +250 | New |
| Raleigh Capital Management Inc. | 252 | $11.1K | 0.01% | +18+7.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 304 | $13.0K | 0.00% | +176+137.5% | Added |
| Ronald Blue Trust, Inc. | 346 | $13.0K | 0.00% | +346 | New |
| First Community Trust NA | 300 | $13.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 358 | $15.0K | 0.00% | +358 | New |
| Contravisory Investment Management, Inc. | 343 | $15.2K | 0.00% | −98−22.2% | Reduced |
| GWM Advisors LLC | 371 | $16.4K | 0.00% | +371 | New |
| Whittier Trust Co | 493 | $21.8K | 0.00% | −462−48.4% | Reduced |
| Legend Financial Advisors, Inc. | 500 | $22.1K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 548 | $24.2K | 0.00% | +7+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 608 | $26.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 612 | $27.0K | 0.00% | +537+716.0% | Added |
| Advisory Services Network, LLC | 631 | $27.9K | 0.00% | +631 | New |
| CWM, LLC | 625 | $28.0K | 0.00% | −41−6.2% | Reduced |
| Creative Financial Designs Inc | 637 | $28.1K | 0.00% | +75+13.3% | Added |
| Quadrant Capital Group LLC | 642 | $28.4K | 0.00% | +265+70.3% | Added |
| HM Payson & Co | 648 | $28.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 654 | $28.9K | 0.01% | +202+44.7% | Added |
| Covestor Ltd | 664 | $29.0K | 0.02% | +659+13,180.0% | Added |
| Principal Securities, Inc. | 707 | $31.2K | 0.00% | +707 | New |
| Harbour Investments, Inc. | 724 | $32.0K | 0.00% | −612−45.8% | Reduced |
| Scarborough Advisors, LLC | 760 | $33.6K | 0.01% | +760 | New |
| CoreFirst Bank & Trust | 765 | $33.8K | 0.02% | −260−25.4% | Reduced |
| Nomura Asset Management Co Ltd | 770 | $34.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 790 | $34.9K | 0.02% | −15−1.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 834 | $36.9K | 0.01% | +834 | New |
| Baldwin Brothers Inc | 1,000 | $44.2K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,000 | $44.2K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,087 | $48.0K | 0.02% | +1,087 | New |
| Private Trust Co NA | 1,192 | $52.7K | 0.01% | +522+77.9% | Added |
| Citadel Advisors LLC | 1,270 | $56.1K | 0.00% | −38,900−96.8% | Reduced |
| Global Retirement Partners, LLC | 1,401 | $58.0K | 0.00% | −314−18.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,391 | $61.5K | 0.00% | −757−35.2% | Reduced |
| WealthCollab, LLC | 1,467 | $64.8K | 0.05% | +1,467 | New |
| Proequities, Inc. | 1,485 | $65.6K | 0.00% | −29−1.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,590 | $70.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,735 | $76.7K | 0.01% | +1,595+1,139.3% | Added |
| KBC Group NV | 1,805 | $80.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1,814 | $80.1K | 0.06% | +1,814 | New |
| Signaturefd, LLC | 1,816 | $80.2K | 0.00% | +185+11.3% | Added |
| NBC Securities, Inc. | 2,376 | $104.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,415 | $106.7K | 0.00% | −50−2.0% | Reduced |
| Metropolitan Life Insurance Co | 3,541 | $156.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,845 | $169.9K | 0.00% | −606−13.6% | Reduced |
| Amundi | 4,100 | $175.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,298 | $189.9K | 0.00% | −720−14.3% | Reduced |
| Lido Advisors, LLC | 4,536 | $200.4K | 0.00% | +4,536 | New |
| Raymond James Financial Services Advisors, Inc. | 4,583 | $202.5K | 0.00% | −1,678−26.8% | Reduced |
| Verition Fund Management LLC | 4,787 | $211.5K | 0.00% | +4,787 | New |
| MML Investors Services, LLC | 5,013 | $221.0K | 0.00% | +5,013 | New |
| DFPG Investments, LLC | 5,346 | $226.2K | 0.02% | +5,346 | New |
| Dynamic Technology Lab Private Ltd | 5,331 | $236.0K | 0.02% | +5,331 | New |
| Baird Financial Group, Inc. | 5,362 | $236.9K | 0.00% | −378−6.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,400 | $238.6K | 0.00% | −1,510−21.9% | Reduced |
| Jump Financial, LLC | 5,400 | $238.6K | 0.01% | +5,400 | New |
| M&T Bank Corp | 5,435 | $240.1K | 0.00% | −364−6.3% | Reduced |
| Redwood Wealth Management Group, LLC | 5,671 | $250.5K | 0.28% | −299−5.0% | Reduced |
| Aptus Capital Advisors, LLC | 5,717 | $252.6K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,717 | $252.6K | 0.04% | 00.0% | Unchanged |
| FMR LLC | 5,720 | $252.7K | 0.00% | +1,470+34.6% | Added |
| IFG Advisory, LLC | 5,730 | $253.2K | 0.02% | +223+4.0% | Added |
| LPL Financial LLC | 5,896 | $260.5K | 0.00% | −861−12.7% | Reduced |
| Kolinsky Wealth Management, LLC | 5,985 | $264.4K | 0.23% | −207−3.3% | Reduced |
| Inceptionr LLC | 6,245 | $275.9K | 0.20% | +6,245 | New |