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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 285 | $12.3K | 0.01% | +5+1.8% | Added |
| Geneos Wealth Management Inc. | 268 | $11.6K | 0.00% | +2+0.8% | Added |
| Umb Bank N A | 253 | $11.0K | 0.00% | +101+66.4% | Added |
| Aspect Partners, LLC | 250 | $10.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 186 | $8.06K | 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 |
| CIBC Private Wealth Group, LLC | 160 | $6.93K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 142 | $6.15K | 0.00% | +36+34.0% | Added |
| Gables Capital Management Inc. | 137 | $5.93K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 134 | $5.80K | 0.00% | −192−58.9% | Reduced |
| Bell Investment Advisors, Inc | 123 | $5.33K | 0.00% | −210−63.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $5.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 120 | $5.20K | 0.00% | +6+5.3% | Added |
| LRI Investments, LLC | 101 | $4.85K | 0.00% | 00.0% | Unchanged |
| 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 |
| Caitlin John, LLC | 80 | $3.75K | 0.00% | +2+2.6% | Added |
| CVA Family Office, LLC | 69 | $2.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 67 | $2.90K | 0.00% | +50+294.1% | Added |
| First Pacific Financial | 66 | $2.86K | 0.00% | −69−51.1% | Reduced |
| Rothschild Investment LLC | 65 | $2.82K | 0.00% | +35+116.7% | Added |
| Sterling Capital Management LLC | 63 | $2.73K | 0.00% | +63 | New |
| Lazard Asset Management LLC | 57 | $2.00K | 0.00% | +57 | New |
| Farmers & Merchants Investments Inc | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $1.47K | 0.00% | +22+183.3% | Added |
| JFS Wealth Advisors, LLC | 33 | $1.43K | 0.00% | +1+3.1% | Added |
| Spire Wealth Management | 30 | $1.30K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 27 | $1.17K | 0.00% | +12+80.0% | Added |
| Hemington Wealth Management | 23 | $1.00K | 0.00% | +23 | New |
| ORG Partners LLC | 20 | $886 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 15 | $650 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $477 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 10 | $433 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $304 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 7 | $304 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 6 | $260 | 0.00% | −4−40.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $260 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 4 | $173 | 0.00% | +4 | New |
| Claris Advisors, LLC | 3 | $130 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −109,797−100.0% | Sold out |
| Sage Advisors, LLC | 0 | $0 | 0.00% | −94,046−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −77,231−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −46,441−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −25,118−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −16,029−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −12,798−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,071−100.0% | Sold out |
| Brass Tax Wealth Management, Inc | 0 | $0 | 0.00% | −12,023−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −11,150−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,836−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,763−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −7,631−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −7,233−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −6,427−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,634−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Arden Trust Co | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |