ARTISAN PARTNERS ASSET MGMT APAM
CL A · Common Stock · CUSIP 04316A108
American asset management company
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersMilwaukee, WI
- Founded1994
- Websiteartisanpartners.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($22.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $34.54. Options: 6 managers hold calls ($1.8m notional), 7 hold puts ($6.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 259 |
| Q4 2022 | 271 |
| Q1 2023 | 260 |
| Q2 2023 | 281 |
| Q3 2023 | 301 |
| Q4 2023 | 313 |
| Q1 2024 | 331 |
| Q2 2024 | 333 |
| Q3 2024 | 343 |
| Q4 2024 | 358 |
| Q1 2025 | 360 |
| Q2 2025 | 368 |
| Q3 2025 | 398 |
| Q4 2025 | 381 |
| Q1 2026 | 383 |
| Q2 2026 | 381 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 178 | 138 |
| Q4 2024 | 185 | 139 |
| Q1 2025 | 181 | 167 |
| Q2 2025 | 193 | 169 |
| Q3 2025 | 220 | 130 |
| Q4 2025 | 178 | 180 |
| Q1 2026 | 193 | 168 |
| Q2 2026 | 202 | 162 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $6.8m | $1.5m | 0.23 |
| Q4 2025 | $4.3m | $1.7m | 0.39 |
| Q1 2026 | $4.3m | $4.3m | 0.99 |
| Q2 2026 | $1.8m | $6.4m | 3.48 |
Biggest buyers
| BlackRock, Inc. | Added | +838.2k |
| UBS Group AG | Added | +430.5k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +297.2k |
| Jump Financial, LLC | New | +267.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +262.9k |
| GOLDMAN SACHS GROUP INC | Added | +242.2k |
| CITADEL ADVISORS LLC | Added | +198.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +181.4k |
| D. E. Shaw & Co., Inc. | Added | +171.2k |
| TOWLE & CO | New | +167.1k |
Biggest sellers
| Capital World Investors | Reduced | -549.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -392.9k |
| Qube Research & Technologies Ltd | Reduced | -244.1k |
| BARCLAYS PLC | Reduced | -168.3k |
| MORGAN STANLEY | Reduced | -125.5k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Reduced | -121.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -111.1k |
| Edgestream Partners, L.P. | Reduced | -103.3k |
| Public Sector Pension Investment Board | Reduced | -102.5k |
| CRAWFORD INVESTMENT COUNSEL INC | Reduced | -102.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $542.1k15.7k shares |
| JANE STREET GROUP, LLC | Reduced | $531.8k15.4k shares |
| CITADEL ADVISORS LLC | Reduced | $310.8k9.0k shares |
| IMC-Chicago, LLC | Reduced | $238.3k6.9k shares |
| SIMPLEX TRADING, LLC | Added | $186.5k5.4k shares |
| GROUP ONE TRADING LLC | Added | $34.5k1.0k shares |
Biggest puts
| PEAK6 LLC | Unchanged | $2.6m75.0k shares |
| JANE STREET GROUP, LLC | Added | $1.1m33.0k shares |
| CITADEL ADVISORS LLC | Added | $1.1m31.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $873.6k25.3k shares |
| IMC-Chicago, LLC | New | $642.3k18.6k shares |
| GROUP ONE TRADING LLC | Added | $62.2k1.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.9k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-29 | 14.6% |
Colson Eric R
13D · may seek influence
filed 2026-01-05
Stated purposeEach Reporting Person may from time to time sell shares of Class A common stock (including, for Mr. Colson and Mr. Daley, shares of Class A common stock received upon exchange of the corresponding Class B common units and Class B common stock) over which the Reporting Person has sole dispositive power. Shares subject to the Stockholders Agreement over which the Reporting Persons do not have dispositive power may also be sold from time to time by the owners of those shares. Each Reporting Person may purchase additional shares of the Company's common stock or receive additional shares from the Company from time to time. The Company may also issue shares to other employees of the Company over which the Stockholders Committee will have voting power pursuant to the Stockholders Agreement. A… Full filing |
10.2% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution filed 2026-02-13 | 8.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $254.9k | — |
| Q2 2025 | 0 | — | 2 | $925.7k | — |
| Q3 2025 | 0 | — | 1 | $116.2k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $298.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-19 | Ramirez Gregory K Executive Vice President | Sold | $298.1k7.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 11.2m $386.7m | Added +838.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.55% of their portfolio | 5.2m $178.6m | Reduced -392.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 4.2m $145.3m | Added +78.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.1m $105.8m | Added +31.2k |
| STATE STREET CORP 0.00% of their portfolio | 2.9m $101.8m | Added +106.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.8m $97.1m | Added +262.9k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.75% of their portfolio | 2.5m $85.2m | Reduced -121.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.3m $78.0m | Added +181.4k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $68.4m | Reduced -125.5k |
| Channing Capital Management, LLC 1.48% of their portfolio | 1.9m $64.1m | Reduced -53.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.7m $60.2m | Added +71.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 1.7m $59.7m | Added +297.2k |
| WASATCH ADVISORS LP 0.39% of their portfolio | 1.7m $58.8m | Added +132.7k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 1.3m $44.0m | Reduced -34.8k |
| ROYCE & ASSOCIATES LP 0.27% of their portfolio | 978.5k $33.8m | Added +5.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 873.0k $30.1m | Added +26.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 814.1k $28.1m | Added +242.2k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 773.7k $26.7m | Added +15.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 760.4k $26.3m | Added +198.9k |
| UBS Group AG 0.00% of their portfolio | 697.4k $24.1m | Added +430.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 640.4k $22.1m | Added +14.9k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.02% of their portfolio | 594.8k $20.5m | Added +43.4k |
| Invesco Ltd. 0.00% of their portfolio | 591.8k $20.4m | Added +11.3k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 513.7k $17.7m | Added +171.2k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 509.3k $17.6m | Reduced -102.5k |
| Capital World Investors 0.00% of their portfolio | 509.2k $17.6m | Reduced -549.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 485.7k $16.8m | Added +17.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 485.6k $16.8m | Reduced -12.8k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 442.1k $15.3m | Added +5.6k |
| Nuveen, LLC 0.00% of their portfolio | 440.5k $15.2m | Added +63.1k |
| CRAWFORD INVESTMENT COUNSEL INC 0.25% of their portfolio | 426.9k $14.7m | Reduced -102.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 410.2k $14.2m | Reduced -30.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 407.0k $14.1m | Added +10.4k |
| BARCLAYS PLC 0.00% of their portfolio | 386.1k $13.3m | Reduced -168.3k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 385.1k $13.3m | Added +30.5k |
| SPROTT INC. 0.41% of their portfolio | 362.1k $12.5m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 345.1k $11.9m | Added +2.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 325.7k $11.2m | Added +41.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 320.1k $11.1m | Reduced -35.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 310.4k $10.7m | Reduced -111.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 276.1k $9.5m | Reduced -67.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 274.9k $9.5m | Added +163.4k |
| Creative Planning 0.01% of their portfolio | 271.0k $9.4m | Added +152.4k |
| Jump Financial, LLC 0.08% of their portfolio | 267.0k $9.2m | New |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 240.6k $8.3m | Added +12.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 233.3k $8.1m | Reduced -21.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 229.3k $7.9m | Reduced -244.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 218.8k $7.6m | Added +77.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 214.7k $7.4m | Reduced -4.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 196.9k $6.8m | Reduced -6.6k |
| Legal & General Group Plc 0.00% of their portfolio | 192.2k $6.6m | Added +6.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 184.2k $6.4m | Reduced -11.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 170.3k $5.9m | Added +15.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 167.6k $5.8m | Added +142.7k |
| TOWLE & CO 1.95% of their portfolio | 167.1k $5.8m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 166.6k $5.8m | Reduced -15.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 164.0k $5.7m | Added +19.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 163.0k $5.6m | Added +10.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 162.6k $5.6m | Reduced -16.4k |
| Man Group plc 0.01% of their portfolio | 153.3k $5.3m | Added +16.4k |
| ALPS ADVISORS INC 0.02% of their portfolio | 150.0k $5.2m | Added +4.2k |
| Vestcor Inc 0.12% of their portfolio | 138.6k $4.8m | Added +30.9k |
| Swiss National Bank 0.00% of their portfolio | 138.3k $4.8m | Reduced -800 |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 135.8k $4.7m | Reduced -1.5k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 132.2k $4.6m | New |
| Empowered Funds, LLC 0.02% of their portfolio | 127.2k $4.4m | New |
| Ruffer LLP 0.15% of their portfolio | 122.2k $4.2m | Added +23.4k |
| Edgestream Partners, L.P. 0.12% of their portfolio | 114.7k $4.0m | Reduced -103.3k |
| Moody Aldrich Partners LLC 0.70% of their portfolio | 113.1k $3.9m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 109.3k $3.8m | Added +3.3k |
| Twelve Points Wealth Management LLC 0.75% of their portfolio | 109.1k $3.8m | Added +27.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 105.6k $3.6m | Reduced -59.6k |
| CITIGROUP INC 0.00% of their portfolio | 102.8k $3.5m | Added +46.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 95.4k $3.3m | Added +15.5k |
| ISTHMUS PARTNERS, LLC 0.32% of their portfolio | 94.8k $3.3m | Added +3.7k |
| Holocene Advisors, LP 0.01% of their portfolio | 92.4k $3.2m | Added +25.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 89.1k $3.2m | Reduced -8.6k |
| Morningstar Investment Management LLC 0.20% of their portfolio | 88.7k $3.2m | Unchanged |
| NAVELLIER & ASSOCIATES INC 0.23% of their portfolio | 85.2k $2.9m | Added +3.4k |
| Brevan Howard Capital Management LP 0.04% of their portfolio | 84.3k $2.9m | Added +68.8k |
| REGIONS FINANCIAL CORP 0.02% of their portfolio | 82.8k $2.9m | Reduced -6.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 81.1k $2.8m | Added +1.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 80.5k $2.9m | Added +5.9k |
| Pathstone Holdings, LLC 0.01% of their portfolio | 80.3k $2.8m | Added +11.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 79.8k $2.8m | Added +10.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 79.1k $2.7m | Reduced -5.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 78.4k $2.7m | Reduced -70.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 76.9k $2.7m | Added +14.4k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 75.2k $2.6m | Added +12.6k |
| Callan Family Office, LLC 0.05% of their portfolio | 71.3k $2.5m | Reduced -469 |
| Kestra Investment Management, LLC 0.05% of their portfolio | 68.6k $2.4m | Added +6.2k |
| Squarepoint Ops LLC 0.00% of their portfolio | 67.0k $2.3m | Added +19.1k |
| Quantbot Technologies LP 0.09% of their portfolio | 65.3k $2.3m | Reduced -36.6k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 63.7k $2.2m | Reduced -191 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 61.1k $2.1m | Added +2.9k |
| ROMANO BROTHERS AND COMPANY 0.21% of their portfolio | 61.0k $2.1m | Reduced -1.4k |
| Optimist Retirement Group LLC 0.81% of their portfolio | 60.9k $2.1m | Added +380 |
| Orion Porfolio Solutions, LLC 0.02% of their portfolio | 60.2k $2.1m | Added +667 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 59.3k $2.0m | Added +10.0k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 59.3k $2.0m | Added +1.5k |