ARTISAN PARTNERS ASSET MGMT (APAM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
362
Reporting holders
$2.5B
Reported value
88.6%
Of shares outstanding
0.3%
Held as options
+0
Holder change
Institutions report 71,849,636 shares against 81,066,833 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $386.7M | 11,198,383 | 0.01% | 8q | +8.1%+$28.9M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $178.6M | 5,171,453 | 0.55% | 31q | -7.1%-$13.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $145.3M | 4,209,313 | 0.01% | 2q | +1.9%+$2.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $105.8M | 3,062,850 | 0.00% | 2q | +1.0%+$1.1M |
| STATE STREET CORP | $101.8M | 2,948,649 | 0.00% | 31q | +3.7%+$3.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $97.1M | 2,812,323 | 0.01% | 31q | +10.3%+$9.1M |
| Sixth Street Partners Management Company, L.P. | $97.1M | 2,812,323 | 0.01% | new | NEW |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $85.2M | 2,466,770 | 0.75% | 19q | -4.7%-$4.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $78.0M | 2,258,283 | 0.00% | 31q | +8.7%+$6.3M |
| MORGAN STANLEY | $68.4M | 1,982,177 | 0.00% | 35q | -6.0%-$4.3M |
| Channing Capital Management, LLC | $64.1M | 1,856,106 | 1.48% | 31q | -2.8%-$1.9M |
| DIMENSIONAL FUND ADVISORS LP | $60.2M | 1,742,180 | 0.01% | 31q | +4.3%+$2.5M |
| VICTORY CAPITAL MANAGEMENT INC | $59.7M | 1,729,618 | 0.03% | 30q | +20.7%+$10.3M |
| WASATCH ADVISORS LP | $58.8M | 1,704,243 | 0.39% | 30q | +8.4%+$4.6M |
| Fisher Asset Management, LLC | $44.0M | 1,275,352 | 0.01% | 31q | -2.7%-$1.2M |
| Public Sector Pension Investment Board | $35.2M | 1,018,698 | 0.05% | 13q | +66.5%+$14.0M |
| ROYCE & ASSOCIATES LP | $33.8M | 978,485 | 0.27% | 31q | +0.5%+$181.6K |
| NORTHERN TRUST CORP | $30.1M | 872,956 | 0.00% | 31q | +3.1%+$906.4K |
| GOLDMAN SACHS GROUP INC | $28.1M | 814,071 | 0.00% | 31q | +42.3%+$8.4M |
| CITADEL ADVISORS LLC | $27.7M | 760,422 | 0.00% | 31q | +35.4%+$7.2M |
| FEDERATED HERMES, INC. | $26.7M | 773,679 | 0.04% | 30q | +2.1%+$540.8K |
| UBS Group AG | $24.1M | 697,380 | 0.00% | 31q | +161.3%+$14.9M |
| WELLS FARGO & COMPANY/MN | $22.1M | 640,424 | 0.00% | 31q | -48.8%-$21.1M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $20.5M | 594,780 | 1.02% | 7q | +7.9%+$1.5M |
| Invesco Ltd. | $20.4M | 591,812 | 0.00% | 31q | +1.9%+$389.6K |
| D. E. Shaw & Co., Inc. | $17.7M | 513,655 | 0.01% | 6q | +50.0%+$5.9M |
| Capital World Investors | $17.6M | 509,214 | 0.00% | 31q | -51.9%-$19.0M |
| VANGUARD FIDUCIARY TRUST CO | $16.8M | 485,694 | 0.00% | 2q | +3.7%+$598.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $16.8M | 485,567 | 0.02% | 31q | -2.6%-$442.1K |
| Nuveen, LLC | $15.2M | 440,467 | 0.00% | 6q | +16.7%+$2.2M |
| CRAWFORD INVESTMENT COUNSEL INC | $14.7M | 426,937 | 0.25% | 21q | -19.3%-$3.5M |
| RAYMOND JAMES FINANCIAL INC | $14.2M | 410,210 | 0.00% | 7q | -7.0%-$1.1M |
| Bank of New York Mellon Corp | $14.1M | 407,000 | 0.00% | 31q | +2.6%+$358.2K |
| BARCLAYS PLC | $13.3M | 386,069 | 0.00% | 31q | -30.4%-$5.8M |
| TUDOR INVESTMENT CORP ET AL | $13.3M | 385,102 | 0.02% | 4q | +8.6%+$1.1M |
| SPROTT INC. | $12.5M | 362,095 | 0.40% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $11.9M | 345,126 | 0.01% | 14q | +0.6%+$67.6K |
| RENAISSANCE TECHNOLOGIES LLC | $11.2M | 325,748 | 0.02% | 9q | +14.6%+$1.4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $11.1M | 320,107 | 0.05% | 8q | -9.9%-$1.2M |
| MILLENNIUM MANAGEMENT LLC | $10.7M | 310,399 | 0.00% | 9q | -26.4%-$3.8M |
| BANK OF AMERICA CORP /DE/ | $9.5M | 276,132 | 0.00% | 31q | -19.6%-$2.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $9.5M | 274,870 | 0.02% | 7q | +146.6%+$5.6M |
| Creative Planning | $9.4M | 270,959 | 0.01% | 4q | +128.6%+$5.3M |
| Jump Financial, LLC | $9.2M | 266,952 | 0.07% | new | NEW |
| Point72 Asset Management, L.P. | $8.3M | 240,579 | 0.01% | 4q | +5.4%+$424.6K |
| TWO SIGMA INVESTMENTS, LP | $8.1M | 233,307 | 0.01% | 13q | -8.5%-$748.1K |
| Qube Research & Technologies Ltd | $7.9M | 229,306 | 0.01% | 10q | -51.6%-$8.4M |
| AQR CAPITAL MANAGEMENT LLC | $7.6M | 218,782 | 0.00% | 31q | +55.1%+$2.7M |
| AMERIPRISE FINANCIAL INC | $7.4M | 214,710 | 0.00% | 31q | -51.1%-$7.7M |
| FRANKLIN RESOURCES INC | $6.8M | 196,902 | 0.00% | 13q | -3.3%-$229.6K |
| Legal & General Group Plc | $6.6M | 192,195 | 0.00% | 31q | +3.4%+$218.7K |
| ROYAL BANK OF CANADA | $6.4M | 184,166 | 0.00% | 31q | -5.8%-$388.5K |
| AMERICAN CENTURY COMPANIES INC | $5.9M | 170,297 | 0.00% | 23q | +9.9%+$531.8K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $5.8M | 167,571 | 0.02% | 23q | +574.7%+$4.9M |
| TOWLE & CO | $5.8M | 167,060 | 1.95% | new | NEW |
| RHUMBLINE ADVISERS | $5.8M | 166,553 | 0.00% | 31q | -8.7%-$545.0K |
| SEI INVESTMENTS CO | $5.7M | 164,005 | 0.00% | 31q | +13.3%+$663.9K |
| FIRST TRUST ADVISORS LP | $5.6M | 163,042 | 0.00% | 29q | +6.6%+$349.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.6M | 162,644 | 0.00% | 31q | -9.2%-$566.6K |
| Man Group plc | $5.3M | 153,291 | 0.01% | 31q | +12.0%+$566.0K |
| ALPS ADVISORS INC | $5.2M | 150,020 | 0.02% | 26q | +2.9%+$144.9K |
| Swiss National Bank | $4.8M | 138,300 | 0.00% | 31q | -0.6%-$27.6K |
| CAPTRUST FINANCIAL ADVISORS | $4.7M | 135,789 | 0.01% | 27q | -1.1%-$50.3K |
| ALGERT GLOBAL LLC | $4.6M | 132,190 | 0.05% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $4.4M | 127,259 | 0.00% | 26q | +99.3%+$2.2M |
| Empowered Funds, LLC | $4.4M | 127,249 | 0.02% | new | NEW |
| Ruffer LLP | $4.2M | 122,211 | 0.15% | 2q | +23.7%+$808.1K |
| Edgestream Partners, L.P. | $4.0M | 114,667 | 0.12% | 4q | -47.4%-$3.6M |
| Moody Aldrich Partners LLC | $3.9M | 113,059 | 0.70% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 109,294 | 0.00% | 31q | +3.2%+$115.3K |
| Twelve Points Wealth Management LLC | $3.8M | 109,104 | 0.75% | 19q | +33.9%+$952.8K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $3.6M | 105,647 | 0.00% | 21q | -36.1%-$2.1M |
| CITIGROUP INC | $3.5M | 102,803 | 0.00% | 31q | +82.3%+$1.6M |
| ISTHMUS PARTNERS, LLC | $3.3M | 94,792 | 0.32% | 16q | +4.1%+$128.5K |
| JPMORGAN CHASE & CO | $3.2M | 89,061 | 0.00% | 31q | -8.8%-$313.4K |
| Morningstar Investment Management LLC | $3.2M | 88,669 | 0.20% | 4q | HELD |
| Holocene Advisors, LP | $3.2M | 92,415 | 0.01% | 19q | +38.3%+$884.5K |
| NAVELLIER & ASSOCIATES INC | $2.9M | 85,193 | 0.23% | 3q | +4.2%+$117.8K |
| ALLIANCEBERNSTEIN L.P. | $2.9M | 80,522 | 0.00% | 31q | +7.9%+$215.6K |
| Brevan Howard Capital Management LP | $2.9M | 84,346 | 0.02% | 2q | +442.9%+$2.4M |
| PEAK6 LLC | $2.9M | 8,980 | 0.01% | 2q | -44.0%-$2.3M |
| REGIONS FINANCIAL CORP | $2.9M | 82,844 | 0.02% | 31q | -7.4%-$230.2K |
| Pathstone Holdings, LLC | $2.8M | 80,326 | 0.01% | 11q | +15.9%+$381.3K |
| BNP PARIBAS FINANCIAL MARKETS | $2.8M | 79,772 | 0.00% | 31q | +15.1%+$362.2K |
| PRUDENTIAL FINANCIAL INC | $2.7M | 78,435 | 0.00% | 13q | -47.4%-$2.4M |
| DEUTSCHE BANK AG\ | $2.7M | 76,878 | 0.00% | 34q | +23.1%+$497.4K |
| ExodusPoint Capital Management, LP | $2.6M | 75,181 | 0.02% | 8q | +20.0%+$433.6K |
| Callan Family Office, LLC | $2.5M | 71,286 | 0.05% | 7q | -0.7%-$16.2K |
| Kestra Investment Management, LLC | $2.4M | 68,637 | 0.05% | 8q | +10.0%+$215.6K |
| Squarepoint Ops LLC | $2.3M | 66,967 | 0.00% | 8q | +39.8%+$658.5K |
| Quantbot Technologies LP | $2.3M | 65,346 | 0.09% | 5q | -35.9%-$1.3M |
| Louisiana State Employees Retirement System | $2.2M | 62,300 | 0.02% | 13q | +99.7%+$1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.1M | 61,094 | 0.00% | 2q | +5.1%+$101.8K |
| ROMANO BROTHERS AND COMPANY | $2.1M | 61,015 | 0.21% | 16q | -2.3%-$49.7K |
| Optimist Retirement Group LLC | $2.1M | 60,922 | 0.81% | 9q | +0.6%+$13.1K |
| Orion Porfolio Solutions, LLC | $2.1M | 60,193 | 0.02% | 21q | +1.1%+$23.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 18,843 | 0.00% | 31q | -25.6%-$712.0K |
| Mirae Asset Global Investments Co., Ltd. | $2.0M | 59,325 | 0.00% | 17q | -39.8%-$1.4M |
| Carolina Wealth Advisors, LLC | $2.0M | 56,577 | 0.77% | 4q | -1.2%-$22.8K |
| Vident Advisory, LLC | $1.8M | 51,454 | 0.01% | 12q | +110.0%+$930.8K |
Showing the largest 100 of 383 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 362 | $2.5B | 71,849,636 | 51 | 147 | 101 | 0.3% |
| Q1 2026 | 362 | $2.5B | 67,407,761 | 43 | 139 | 114 | 0.3% |
| Q4 2025 | 355 | $2.6B | 64,450,939 | 25 | 131 | 119 | 0.2% |
| Q3 2025 | 365 | $2.8B | 64,268,622 | 48 | 149 | 96 | 0.3% |
| Q2 2025 | 337 | $2.8B | 62,227,270 | 52 | 115 | 114 | 0.4% |
| Q1 2025 | 324 | $2.4B | 60,466,659 | 39 | 121 | 105 | 0.2% |
| Q4 2024 | 327 | $2.6B | 61,165,322 | 35 | 122 | 85 | 0.3% |
| Q3 2024 | 309 | $2.6B | 59,537,119 | 34 | 124 | 90 | 0.3% |
| Q2 2024 | 305 | $2.4B | 58,379,406 | 37 | 115 | 78 | 0.3% |
| Q1 2024 | 298 | $2.9B | 62,160,694 | 45 | 100 | 89 | 0.5% |
| Q4 2023 | 280 | $2.7B | 60,443,145 | 31 | 82 | 102 | 0.8% |
| Q3 2023 | 263 | $2.3B | 60,464,752 | 34 | 76 | 96 | 0.6% |
| Q2 2023 | 247 | $2.5B | 62,628,368 | 45 | 88 | 54 | 0.6% |
| Q1 2023 | 221 | $1.8B | 54,457,042 | 36 | 83 | 53 | 0.6% |
| Q4 2022 | 221 | $1.5B | 49,509,331 | 37 | 81 | 63 | 0.6% |
| Q3 2022 | 254 | $1.5B | 56,643,468 | 33 | 92 | 75 | 0.7% |
| Q2 2022 | 269 | $2.0B | 54,688,290 | 35 | 91 | 80 | 0.8% |
| Q1 2022 | 272 | $2.1B | 52,604,085 | 34 | 106 | 81 | 1.1% |
| Q4 2021 | 301 | $2.5B | 53,044,071 | 32 | 102 | 98 | 0.9% |
| Q3 2021 | 302 | $2.6B | 53,107,451 | 33 | 104 | 87 | 0.8% |
| Q2 2021 | 313 | $2.8B | 55,492,097 | 35 | 115 | 99 | 0.5% |
| Q1 2021 | 322 | $2.9B | 55,650,588 | 69 | 110 | 102 | 0.3% |
| Q4 2020 | 284 | $2.7B | 54,049,486 | 39 | 85 | 94 | 0.3% |
| Q3 2020 | 254 | $2.1B | 52,749,003 | 46 | 68 | 94 | 0.2% |
| Q2 2020 | 228 | $1.7B | 53,387,757 | 32 | 79 | 86 | 0.1% |
| Q1 2020 | 221 | $1.1B | 51,593,538 | 39 | 85 | 66 | 0.2% |
| Q4 2019 | 215 | $1.6B | 49,969,790 | 24 | 71 | 66 | 0.1% |
| Q3 2019 | 212 | $1.4B | 49,144,579 | 21 | 73 | 71 | 0.1% |
| Q2 2019 | 226 | $1.4B | 50,154,016 | 46 | 76 | 60 | 0.2% |
| Q1 2019 | 213 | $1.3B | 51,021,852 | 43 | 76 | 61 | 2.1% |
| Q4 2018 | 196 | $1.1B | 50,042,831 | 3 | 2 | 6 | 0.0% |