APAM — ARTISAN PARTNERS ASSET MGMT
As of Q2 2026, 36 SEC-registered investment managers reported holding APAM (ARTISAN PARTNERS ASSET MGMT) in their latest 13F filings, with a combined reported value of $982.02M across 28.53M shares. That is +5.9% by share count (+1.58M shares) versus the previous quarter, while reported value moved +0.4%. Ownership is concentrated: the five largest holders account for 67.6% of reported value and the top ten for 81.1%.
Compared with the prior quarter, 2 opened new positions, 24 added to existing stakes, 9 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
APAM is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 11.20M | $386.68M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 7.66M | $312.23M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 2.81M | $97.11M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 2.26M | $77.99M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 1.98M | $68.44M | 0.00% | Reduce |
| Royce & Associates history | Q2 2026 | 978.49K | $33.79M | 0.27% | Add |
| Northern Trust Corp history | Q2 2026 | 872.96K | $30.14M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 814.07K | $28.11M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 801.32K | $27.67M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 697.38K | $24.08M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 640.42K | $22.11M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 591.81K | $20.44M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 513.65K | $17.74M | 0.01% | Add |
| PSP Investments history | Q2 2026 | 509.35K | $17.59M | 0.05% | Reduce |
| Capital World Investors history | Q2 2026 | 509.21K | $17.58M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 407.00K | $14.05M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 345.13K | $11.92M | 0.01% | Add |
| Renaissance Technologies history | Q2 2026 | 325.75K | $11.25M | 0.01% | Add |
| Millennium Management history | Q2 2026 | 310.40K | $10.72M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 276.13K | $9.53M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 89.06K sh · $3.23M
- Arrowstreet Capital 50.30K sh · $1.74M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 94.14K sh · $3.43M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 10.68M | 10.62M | 10.37M | 9.88M | 10.03M | 10.17M | 10.36M | 11.20M |
| Charles Schwab Investment Management | 574.29K | 575.33K | 619.94K | 656.25K | 697.07K | 735.52K | 1.75M | 1.84M | 1.92M | 1.93M | 2.45M | 2.49M | 2.64M | 2.77M | 2.94M | 2.98M | 2.99M | 3.05M | 2.55M | 2.81M |
| Geode Capital Management | 1.39M | 1.17M | 1.10M | 1.25M | 1.28M | 1.29M | 1.30M | 1.37M | 1.42M | 1.49M | 1.57M | 1.69M | 1.78M | 1.81M | 1.86M | 1.89M | 1.97M | 1.97M | 2.08M | 2.26M |
| Morgan Stanley | 149.75K | 202.10K | 249.99K | 343.78K | 763.75K | 1.82M | 1.75M | 1.91M | 1.74M | 1.80M | 1.95M | 1.49M | 1.55M | 1.50M | 1.43M | 1.84M | 1.99M | 2.02M | 2.11M | 1.98M |
| Royce & Associates | 644.08K | 614.51K | 674.31K | 894.82K | 924.10K | 1.23M | 1.31M | 1.16M | 1.16M | 1.15M | 1.09M | 1.05M | 1.03M | 1.04M | 1.07M | 1.08M | 1.09M | 1.03M | 973.23K | 978.49K |
| Northern Trust Corp | 809.75K | 794.44K | 815.82K | 765.02K | 778.97K | 793.19K | 763.67K | 828.46K | 824.01K | 823.79K | 822.06K | 809.96K | 883.53K | 903.99K | 895.91K | 903.76K | 884.59K | 836.36K | 846.71K | 872.96K |
| Goldman Sachs Group | 143.20K | 233.00K | 216.92K | 219.46K | 254.15K | 251.96K | 306.05K | 2.34M | 1.64M | 154.04K | 143.72K | 190.92K | 305.71K | 508.01K | 383.17K | 322.18K | 420.23K | 437.85K | 571.92K | 814.07K |
| Citadel Advisors | 454.07K | 104.70K | 113.98K | 58.10K | 56.64K | 110.66K | 142.65K | 100.30K | 153.17K | 116.87K | 91.70K | 80.14K | 75.80K | 64.27K | 37.15K | 92.83K | 71.82K | 260.65K | 602.01K | 801.32K |
| UBS Group AG | 66.15K | 106.04K | 175.57K | 181.72K | 114.30K | 127.68K | 77.68K | 66.41K | 62.32K | 98.67K | 93.30K | 59.83K | 116.38K | 266.89K | 249.00K | 217.69K | 229.43K | 279.07K | 266.90K | 697.38K |
| Wells Fargo & Co | 754.43K | 652.37K | 714.01K | 914.43K | 844.40K | 762.35K | 839.63K | 854.42K | 838.79K | 797.18K | 789.17K | 784.43K | 774.19K | 733.55K | 733.28K | 701.35K | 685.49K | 689.01K | 625.55K | 640.42K |
| Invesco Ltd | 774.92K | 428.48K | 530.76K | 409.95K | 397.81K | 297.22K | 258.05K | 277.11K | 361.11K | 406.25K | 1.08M | 951.32K | 476.14K | 456.88K | 621.49K | 442.70K | 424.48K | 468.80K | 580.53K | 591.81K |
| D. E. Shaw & Co | — | — | 5.58K | — | — | 17.32K | — | — | — | — | — | — | — | — | 21.68K | 69.03K | 168.45K | 154.65K | 342.47K | 513.65K |
| PSP Investments | — | — | — | — | — | — | — | 121.51K | 84.62K | 142.10K | 140.61K | 153.83K | 148.33K | 174.54K | 255.42K | 279.34K | 312.77K | 535.30K | 611.88K | 509.35K |
| Capital World Investors | 705.00K | 705.00K | 705.00K | 705.00K | 705.00K | 705.00K | 705.00K | 1.28M | 1.28M | 1.28M | 1.28M | 1.28M | 1.28M | 1.28M | 1.30M | 1.34M | 843.45K | 910.52K | 1.06M | 509.21K |
| BNY Mellon | 753.39K | 808.31K | 832.96K | 829.60K | 865.77K | 802.22K | 804.49K | 1.12M | 1.12M | 626.94K | 543.11K | 528.41K | 451.87K | 441.61K | 448.00K | 472.33K | 455.13K | 432.81K | 396.63K | 407.00K |
| Principal Global Investors | 12.28K | 9.96K | 10.63K | 7.18K | 7.86K | — | 6.71K | 388.54K | 365.97K | 355.57K | 356.25K | 346.49K | 330.53K | 341.34K | 349.31K | 348.76K | 413.39K | 446.73K | 343.17K | 345.13K |
| Renaissance Technologies | 27.10K | — | 207.70K | 68.80K | 110.70K | 151.70K | 124.40K | 104.90K | — | — | — | 9.40K | 115.42K | 224.02K | 318.12K | 392.42K | 324.92K | 339.15K | 284.35K | 325.75K |
| Millennium Management | 1.18M | 19.18K | — | 6.37K | 367.18K | 44.83K | 195.83K | — | 5.66K | 43.15K | — | 258.91K | 221.50K | 439.06K | 230.90K | 26.86K | 147.97K | 226.03K | 421.46K | 310.40K |
| Bank of America Corp | 452.75K | 398.36K | 240.94K | 194.38K | 176.70K | 194.68K | 238.56K | 166.02K | 258.20K | 221.79K | 137.96K | 191.27K | 306.17K | 211.98K | 284.44K | 270.51K | 301.55K | 309.60K | 343.52K | 276.13K |
| Point72 Asset Management | — | — | — | — | — | 200 | — | 179.32K | — | — | — | — | — | — | — | — | 13.48K | 36.32K | 228.28K | 240.58K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details