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, Q3 2024
Institutional positions in Artisan Partners Asset Management Inc. as of Sep 30, 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
- 343
- +14 vs. Q2 2024
- Shares held
- 62.7M
- +12.4M (+24.6%) vs. Q2 2024
- Total value
- $2.72B
- +$640.8M (+30.9%) vs. Q2 2024
- New holders
- 46
- 136 more added
- Sold out
- 32
- 106 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Artisan Partners Asset Management Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $130 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 4 | $173 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 6 | $260 | 0.00% | −4−40.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $260 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $304 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 7 | $304 | 0.00% | +7 | New |
| Capital Performance Advisors LLP | 10 | $433 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $477 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 15 | $650 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $886 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 23 | $1.00K | 0.00% | +23 | New |
| CoreCap Advisors, LLC | 27 | $1.17K | 0.00% | +12+80.0% | Added |
| Spire Wealth Management | 30 | $1.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $1.43K | 0.00% | +1+3.1% | Added |
| Versant Capital Management, Inc | 34 | $1.47K | 0.00% | +22+183.3% | Added |
| Farmers & Merchants Investments Inc | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 57 | $2.00K | 0.00% | +57 | New |
| Sterling Capital Management LLC | 63 | $2.73K | 0.00% | +63 | New |
| Rothschild Investment LLC | 65 | $2.82K | 0.00% | +35+116.7% | Added |
| First Pacific Financial | 66 | $2.86K | 0.00% | −69−51.1% | Reduced |
| Private Wealth Management Group, LLC | 67 | $2.90K | 0.00% | +50+294.1% | Added |
| CVA Family Office, LLC | 69 | $2.99K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 80 | $3.75K | 0.00% | +2+2.6% | Added |
| Richardson Capital Management LLC | 108 | $4.68K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 108 | $4.68K | 0.00% | +72+200.0% | Added |
| LRI Investments, LLC | 101 | $4.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 120 | $5.20K | 0.00% | +6+5.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $5.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $5.33K | 0.00% | −210−63.1% | Reduced |
| Frazier Financial Advisors, LLC | 134 | $5.80K | 0.00% | −192−58.9% | Reduced |
| Gables Capital Management Inc. | 137 | $5.93K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 142 | $6.15K | 0.00% | +36+34.0% | Added |
| CIBC Private Wealth Group, LLC | 160 | $6.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 186 | $8.00K | 0.00% | +119+177.6% | Added |
| Lindbrook Capital, LLC | 186 | $8.06K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 250 | $10.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 253 | $11.0K | 0.00% | +101+66.4% | Added |
| Geneos Wealth Management Inc. | 268 | $11.6K | 0.00% | +2+0.8% | Added |
| Rise Advisors, LLC | 285 | $12.3K | 0.01% | +5+1.8% | Added |
| Reuter James Wealth Management, LLC | 286 | $12.4K | 0.00% | +286 | New |
| EverSource Wealth Advisors, LLC | 298 | $12.9K | 0.00% | −44−12.9% | Reduced |
| First Community Trust NA | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 318 | $13.8K | 0.00% | +317+31,700.0% | Added |
| Harbor Capital Advisors, Inc. | 345 | $15.0K | 0.00% | +345 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 362 | $15.7K | 0.00% | −129−26.3% | Reduced |
| Smartleaf Asset Management LLC | 385 | $16.6K | 0.00% | +318+474.6% | Added |
| CoreFirst Bank & Trust | 395 | $17.1K | 0.01% | +395 | New |
| Catalyst Funds Management Pty Ltd | 400 | $17.3K | 0.00% | +400 | New |
| Ashton Thomas Securities, LLC | 439 | $19.0K | 0.00% | +439 | New |
| Legend Financial Advisors, Inc. | 500 | $21.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 546 | $23.7K | 0.00% | −11−2.0% | Reduced |
| Mather Group, LLC. | 556 | $24.1K | 0.00% | −38−6.4% | Reduced |
| Whittier Trust Co | 563 | $24.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 570 | $24.7K | 0.00% | +7+1.2% | Added |
| Allworth Financial LP | 582 | $25.2K | 0.00% | −30−4.9% | Reduced |
| Russell Investments Group, Ltd. | 601 | $26.0K | 0.00% | +428+247.4% | Added |
| Quarry LP | 684 | $29.6K | 0.01% | −850−55.4% | Reduced |
| Matrix Trust Co | 699 | $30.0K | 0.01% | +699 | New |
| Harbour Investments, Inc. | 758 | $32.8K | 0.00% | +12+1.6% | Added |
| Nomura Asset Management Co Ltd | 770 | $33.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 790 | $34.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 806 | $34.9K | 0.00% | +539+201.9% | Added |
| Creative Financial Designs Inc | 820 | $35.5K | 0.00% | +164+25.0% | Added |
| CWM, LLC | 831 | $36.0K | 0.00% | +267+47.3% | Added |
| MCF Advisors LLC | 900 | $39.0K | 0.00% | +223+32.9% | Added |
| IFP Advisors, Inc | 991 | $42.9K | 0.00% | +991 | New |
| Baldwin Brothers Inc | 1,000 | $43.3K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,000 | $43.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,004 | $43.5K | 0.01% | +296+41.8% | Added |
| GAMMA Investing LLC | 1,128 | $48.9K | 0.00% | +353+45.5% | Added |
| State of Wyoming | 1,194 | $51.7K | 0.01% | −766−39.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,212 | $52.5K | 0.00% | +1,067+735.9% | Added |
| Principal Securities, Inc. | 1,241 | $53.8K | 0.00% | +170+15.9% | Added |
| Farther Finance Advisors, LLC | 1,308 | $56.7K | 0.00% | +144+12.4% | Added |
| HM Payson & Co | 1,324 | $57.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,326 | $57.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,467 | $63.6K | 0.04% | −40−2.7% | Reduced |
| Proequities, Inc. | 1,485 | $64.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,571 | $68.1K | 0.00% | +210+15.4% | Added |
| Global Retirement Partners, LLC | 1,597 | $69.2K | 0.00% | −36−2.2% | Reduced |
| Signaturefd, LLC | 1,613 | $69.9K | 0.00% | −33−2.0% | Reduced |
| Sound Income Strategies, LLC | 1,829 | $79.2K | 0.01% | −29−1.6% | Reduced |
| Jones Financial Companies LLLP | 2,180 | $94.1K | 0.00% | +2,180 | New |
| KBC Group NV | 2,218 | $96.0K | 0.00% | +413+22.9% | Added |
| Ronald Blue Trust, Inc. | 2,386 | $98.5K | 0.00% | +823+52.7% | Added |
| NBC Securities, Inc. | 2,376 | $102.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,363 | $102.4K | 0.00% | −1,324−35.9% | Reduced |
| Baird Financial Group, Inc. | 3,221 | $139.5K | 0.00% | −1,649−33.9% | Reduced |
| Acadian Asset Management LLC | 3,967 | $171.0K | 0.00% | +3,967 | New |
| The PNC Financial Services Group, Inc. | 4,612 | $199.8K | 0.00% | +278+6.4% | Added |
| FORA Capital, LLC | 4,680 | $202.7K | 0.02% | +4,680 | New |
| M&T Bank Corp | 4,736 | $205.2K | 0.00% | +4,736 | New |
| HSBC Holdings PLC | 4,798 | $207.2K | 0.00% | −948−16.5% | Reduced |
| Pensionmark Financial Group, LLC | 4,960 | $214.9K | 0.01% | +15+0.3% | Added |
| Dark Forest Capital Management LP | 5,016 | $217.3K | 0.03% | +5,016 | New |
| Redwood Wealth Management Group, LLC | 5,091 | $220.5K | 0.11% | −478−8.6% | Reduced |