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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

APAM

APAM — Institutional Holders Breakdown

Artisan Partners Asset Ma -a

-$208.9M

Net Activity

Institutions Holding

380

Popularity Rank

#1533

Avg Weight

0.05%

Total Value

$2.5B

Ownership Trend

380 institutions currently hold APAM, with 194 net buyers and 168 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

168

Net Buying Institutions

194

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$377.0M
KA
Kayne Anderson Rudnick Investment Management LLC
$202.5M
VP
Vanguard Portfolio Management LLC
$150.3M
VC
Vanguard Capital Management LLC
$110.3M
SS
State Street CORP
$103.4M

Top 5 by Conviction

CC
Channing Capital Management, LLC
1.78%
P&
Punch & Associates Investment Management, INC.
1.16%
VN
Vaughan Nelson Investment Management, L.p.
0.95%
KA
Kayne Anderson Rudnick Investment Management LLC
0.59%
WA
Wasatch Advisors LP
0.38%
View all 380 holding institutions

Across its top 20 institutional holders, APAM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$1.3B

Total Buy Value

$1.1B

Total Sell Value

New buy44
Trim127
Add150
Sold out41

194

Net Buyers

168

Net Sellers

Smart Money Convergence

APAM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-10
2026-07-10

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

04316A108

FAQ

Who are the top institutional investors holding ARTISAN PARTNERS ASSET MA -A (APAM)?
Major stakeholders currently include BlackRock, Inc. ($377.0M), Kayne Anderson Rudnick Investment Management LLC ($202.5M), Vanguard Portfolio Management LLC ($150.3M). Based on the latest 13F filings, there are a total of 380 tracked investment funds and institutions maintaining positions in APAM.
What is the overall institutional sentiment toward APAM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $208.9M, driven by 194 managers accumulating shares while 168 reduced their exposure.
Which institutions have been selling or reducing their APAM positions?
In the latest period, 127 funds trimmed their holdings, and 41 managers completely exited their positions. The aggregate reported sell value was $1.1B.
Are there any notable investors adding APAM to their portfolios?
Yes, buying activity remains notable. 44 institutions opened new positions in {ticker}, and 150 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.3B.

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