Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in APAM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.4M | $377.0M | +1.8% | 14.689% | 0.01% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.6M | $202.5M | -2.6% | 7.889% | 0.59% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $150.3M | β | 5.856% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $110.3M | β | 4.298% | 0.00% |
| 5 | STATE STREET CORP | 2.8M | $103.4M | -0.3% | 4.030% | 0.00% |
| 6 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.6M | $94.2M | +12.6% | 3.669% | 0.95% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.5M | $92.8M | -16.4% | 3.615% | 0.01% |
| 8 | MORGAN STANLEY | 2.1M | $76.7M | +4.2% | 2.988% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $75.6M | +5.4% | 2.945% | 0.00% |
| 10 | Channing Capital Management, LLC | 1.9M | $69.5M | -2.9% | 2.708% | 1.78% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $60.8M | +1.9% | 2.368% | 0.01% |
| 12 | WASATCH ADVISORS INC | 1.6M | $57.2M | -5.3% | 2.228% | 0.38% |
| 13 | VICTORY CAPITAL MANAGEMENT INC | 1.4M | $52.1M | +9.1% | 2.031% | 0.03% |
| 14 | Fisher Asset Management, LLC | 1.3M | $47.7M | -9.0% | 1.858% | 0.02% |
| 15 | Capital World Investors | 1.1M | $38.5M | +16.3% | 1.501% | 0.01% |
| 16 | ROYCE & ASSOCIATES LP | 973K | $35.4M | -5.6% | 1.380% | 0.35% |
| 17 | NORTHERN TRUST CORP | 847K | $30.8M | +1.2% | 1.200% | 0.00% |
| 18 | FEDERATED HERMES, INC. | 758K | $27.6M | +11.7% | 1.075% | 0.04% |
| 19 | WELLS FARGO & COMPANY/MN | 626K | $22.8M | -9.2% | 0.887% | 0.00% |
| 20 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 612K | $22.3M | +14.3% | 0.868% | 0.07% |
| 21 | CITADEL ADVISORS LLC | 602K | $21.9M | +131.0% | 0.853% | 0.01% |
| 22 | Invesco Ltd. | 581K | $21.1M | +23.8% | 0.823% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 572K | $20.8M | +30.6% | 0.811% | 0.00% |
| 24 | BARCLAYS PLC | 554K | $20.2M | -11.9% | 0.786% | 0.01% |
| 25 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 551K | $20.1M | +25.9% | 0.782% | 1.16% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in APAM β a direct measure of their conviction.
Filings activity in APAM during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new APAM position in Q1 2026
Institutions that fully closed their APAM position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 374 | +0.0% | 95.72% | 7.87 pp | $2.42B | 7.6% |
| Q4 2025 | 374 | 3.4% | 103.59% | 6.30 pp | $2.62B | 5.7% |
| Q3 2025 | 387 | +8.1% | 109.89% | +3.06 pp | $2.78B | +2.9% |
| Q2 2025 | 358 | +2.6% | 106.83% | +15.59 pp | $2.70B | +17% |
| Q1 2025 | 349 | 0.3% | 91.24% | 10.72 pp | $2.31B | 11% |
| Q4 2024 | 350 | +4.2% | 101.96% | +1.99 pp | $2.58B | +2.0% |
| Q3 2024 | 336 | +3.1% | 99.97% | 100.02 pp | $2.53B | 53% |
| Q2 2024 | 326 | β | 199.99% | β | $5.33B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying APAM stock.
Based on Q1 2026 13F filings, institutional ownership of Artisan Partners Asset Management Inc. stands at 95.7%, held across 374 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of APAM, with approximately 10,360,133 shares worth $0.38B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of APAM, including Fisher Asset Management, LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for APAM is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
52 institutions opened new positions in APAM during Q1 2026, while 52 fully exited. 80 added to existing positions and 240 trimmed.
APAM institutional ownership fell by 7.87 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 55.8% of all reported 13F value in APAM, and the top 25 account for 76.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.