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, Q1 2024
Institutional positions in Artisan Partners Asset Management Inc. as of Mar 31, 2024. 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
- 331
- +20 vs. Q4 2023
- Shares held
- 61.2M
- +777.8K (+1.3%) vs. Q4 2023
- Total value
- $2.80B
- +$129.3M (+4.8%) vs. Q4 2023
- New holders
- 54
- 122 more added
- Sold out
- 34
- 100 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Artisan Partners Asset Management Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 2 | $146 | 0.00% | +1+100.0% | Added |
| Bruce G. Allen Investments, LLC | 4 | $183 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $229 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 6 | $275 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $275 | 0.00% | +1+20.0% | Added |
| WR Wealth Planners, LLC | 8 | $366 | 0.00% | +8 | New |
| GWM Advisors LLC | 10 | $469 | 0.00% | −361−97.3% | Reduced |
| SJS Investment Consulting Inc. | 11 | $504 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12 | $550 | 0.00% | +12 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $640 | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 15 | $687 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $779 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $930 | 0.00% | +20 | New |
| Spire Wealth Management | 30 | $1.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.47K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $1.78K | 0.00% | −26−40.0% | Reduced |
| Massmutual Trust Co FSB | 39 | $1.78K | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 45 | $2.06K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 54 | $2.42K | 0.00% | +54 | New |
| Versant Capital Management, Inc | 55 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 77 | $3.53K | 0.00% | +1+1.3% | Added |
| Russell Investments Group, Ltd. | 82 | $3.75K | 0.00% | +24+41.4% | Added |
| C M Bidwell & Associates Ltd | 82 | $3.75K | 0.00% | +82 | New |
| LRI Investments, LLC | 101 | $4.64K | 0.00% | +101 | New |
| Umb Bank N A | 104 | $4.76K | 0.00% | +104 | New |
| First Horizon Advisors, Inc. | 106 | $4.85K | 0.00% | +48+82.8% | Added |
| Richardson Capital Management LLC | 108 | $4.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 114 | $5.22K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $5.54K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 133 | $6.05K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 137 | $6.27K | 0.00% | −81−37.2% | Reduced |
| Gables Capital Management Inc. | 137 | $6.27K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 143 | $6.56K | 0.00% | +65+83.3% | Added |
| Whittier Trust Co of Nevada Inc | 145 | $6.64K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 160 | $7.28K | 0.00% | +160 | New |
| Geneos Wealth Management Inc. | 159 | $7.28K | 0.00% | +4+2.6% | Added |
| Lindbrook Capital, LLC | 195 | $8.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 250 | $11.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 257 | $11.8K | 0.01% | +148+135.8% | Added |
| Rise Advisors, LLC | 276 | $12.6K | 0.01% | +276 | New |
| EverSource Wealth Advisors, LLC | 320 | $13.1K | 0.00% | +304+1,900.0% | Added |
| Bell Investment Advisors, Inc | 298 | $13.6K | 0.00% | +175+142.3% | Added |
| First Community Trust NA | 300 | $13.7K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 343 | $15.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 427 | $19.5K | 0.00% | +69+19.3% | Added |
| Colonial Trust Co | 479 | $21.9K | 0.00% | +479 | New |
| Whittier Trust Co | 493 | $22.6K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 500 | $22.9K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 504 | $23.1K | 0.00% | −104−17.1% | Reduced |
| Sunbelt Securities, Inc. | 557 | $25.5K | 0.00% | +9+1.6% | Added |
| Mather Group, LLC. | 586 | $25.9K | 0.00% | +586 | New |
| Allworth Financial LP | 612 | $28.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 647 | $29.6K | 0.00% | +10+1.6% | Added |
| Quadrant Capital Group LLC | 654 | $29.9K | 0.00% | +12+1.9% | Added |
| Covestor Ltd | 666 | $30.0K | 0.02% | +2+0.3% | Added |
| CWM, LLC | 652 | $30.0K | 0.00% | +27+4.3% | Added |
| MCF Advisors LLC | 677 | $31.0K | 0.00% | +677 | New |
| Harbour Investments, Inc. | 735 | $33.7K | 0.00% | +11+1.5% | Added |
| CoreFirst Bank & Trust | 765 | $35.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 770 | $35.2K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 772 | $35.4K | 0.02% | +12+1.6% | Added |
| Eagle Bay Advisors LLC | 790 | $36.2K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 812 | $37.2K | 0.01% | +812 | New |
| Principal Securities, Inc. | 937 | $42.9K | 0.00% | +230+32.5% | Added |
| Baldwin Brothers Inc | 1,000 | $45.8K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,000 | $45.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,054 | $48.0K | 0.00% | +750+246.7% | Added |
| Hexagon Capital Partners LLC | 1,080 | $49.4K | 0.01% | +426+65.1% | Added |
| HM Payson & Co | 1,324 | $60.6K | 0.00% | +676+104.3% | Added |
| Private Trust Co NA | 1,326 | $60.7K | 0.01% | +134+11.2% | Added |
| Global Retirement Partners, LLC | 1,401 | $64.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,467 | $67.1K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 1,485 | $68.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,646 | $75.3K | 0.00% | −170−9.4% | Reduced |
| KBC Group NV | 1,805 | $83.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,064 | $94.4K | 0.01% | +329+19.0% | Added |
| Dogwood Wealth Management LLC | 2,386 | $109.2K | 0.07% | +572+31.5% | Added |
| NBC Securities, Inc. | 2,376 | $118.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,749 | $125.8K | 0.00% | +334+13.8% | Added |
| Metropolitan Life Insurance Co | 3,197 | $146.3K | 0.01% | −344−9.7% | Reduced |
| Ci Investments Inc. | 3,297 | $151.0K | 0.00% | +3,297 | New |
| US Bancorp | 3,845 | $176.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,872 | $177.2K | 0.03% | +3,872 | New |
| Amundi | 4,500 | $189.7K | 0.00% | +400+9.8% | Added |
| The PNC Financial Services Group, Inc. | 4,214 | $192.9K | 0.00% | −84−2.0% | Reduced |
| Sherbrooke Park Advisers LLC | 4,373 | $200.2K | 0.04% | +4,373 | New |
| XTX Topco Ltd | 4,467 | $204.5K | 0.03% | +4,467 | New |
| Simplicity Wealth,LLC | 4,560 | $208.7K | 0.00% | +4,560 | New |
| Bleakley Financial Group, LLC | 4,560 | $208.7K | 0.01% | +4,560 | New |
| Origin Asset Management LLP | 4,600 | $210.5K | 0.06% | +4,600 | New |
| Toroso Investments, LLC | 4,702 | $215.2K | 0.00% | +4,702 | New |
| SG Americas Securities, LLC | 4,859 | $222.0K | 0.00% | +4,859 | New |
| Baird Financial Group, Inc. | 4,870 | $222.9K | 0.00% | −492−9.2% | Reduced |
| National Asset Management, Inc. | 5,958 | $222.9K | 0.01% | +5,958 | New |
| Lido Advisors, LLC | 4,943 | $226.2K | 0.00% | +407+9.0% | Added |
| Pensionmark Financial Group, LLC | 4,945 | $226.3K | 0.03% | +4,945 | New |
| Sigma Planning Corp | 5,075 | $232.3K | 0.01% | −16,295−76.3% | Reduced |