Artisan Partners Asset Management Inc (APAM) Ownership

49.10 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Artisan Partners Asset Management Inc (APAM), owning a total of 10.7 million shares. Combined, the top 34 institutional holders of APAM own 97.72% of the company with a total of 68.3 million shares.

In the latest ownership report on September 30th 2024, the top 34 institutional holders increased their combined ownership of APAM by 1.1 million shares. 8 institutions bought 1,264,605 total additional shares and increased their ownership by an average of 10.10%. However 3 institutions sold 200,102 total shares and decreased their ownership by an average of 6.74%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Artisan Partners Asset Management increased by a net total of 1,064,503 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.443%	3.048%	8,018,153	237,141	2024-09-30
Charles Schwab Investment Management Inc	3.773%	6.208%	2,643,915	154,536	2024-09-30
Wasatch Advisors LP	2.586%	25.261%	1,812,080	365,434	2024-09-30
Geode Capital Management, LLC	2.534%	4.896%	1,775,314	82,868	2024-09-30
Dimensional Fund Advisors, Inc.	2.335%	1.144%	1,636,123	18,506	2024-09-30
Channing Capital Management, LLC	2.207%	9.217%	1,546,071	130,473	2024-09-30
Fisher Asset Management, LLC	2.207%	-0.445%	1,546,058	-6,903	2024-09-30
Capital World Investors	1.831%	0.000%	1,283,100	0	2024-09-30
Victory Capital Management Inc.	1.601%	21.964%	1,122,086	202,074	2024-09-30
Royce & Associates, LP	1.472%	-1.745%	1,031,513	-18,318	2024-09-30
Northern Trust Corp	1.261%	9.084%	883,530	73,573	2024-09-30
Federated Hermes Inc	1.135%	-18.022%	795,475	-174,881	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.264%	1.153%	10,694,980	121,911	2024-06-30
Vanguard Group Inc	11.443%	3.048%	8,018,153	237,141	2024-09-30
Kayne Anderson Rudnick Investment Management LLC	9.458%	2.479%	6,626,937	160,297	2024-06-30
Morgan Stanley - Brokerage Accounts	4.240%	-23.741%	2,970,786	-924,876	2024-06-30
State Street Corp	3.867%	3.102%	2,709,212	81,512	2024-06-30
Charles Schwab Investment Management Inc	3.773%	6.208%	2,643,915	154,536	2024-09-30
State Street Corporation	3.759%	1.670%	2,627,700	43,159	2024-03-31
Clarkston Capital Partners, LLC	2.775%	-45.235%	1,903,348	-1,572,163	2023-09-30
Wasatch Advisors LP	2.586%	25.261%	1,812,080	365,434	2024-09-30
Geode Capital Management, LLC	2.534%	4.896%	1,775,314	82,868	2024-09-30
Macquarie Group Ltd	2.540%	-13.272%	1,738,859	-266,105	2023-03-31
Goldman Sachs Group Inc	2.378%	-30.021%	1,640,806	-703,911	2023-09-30
Dimensional Fund Advisors, Inc.	2.335%	1.144%	1,636,123	18,506	2024-09-30
Wasatch Advisors Inc.	2.292%	25.208%	1,581,267	318,355	2023-12-31
Channing Capital Management, LLC	2.207%	9.217%	1,546,071	130,473	2024-09-30
Fisher Asset Management, LLC	2.207%	-0.445%	1,546,058	-6,903	2024-09-30
Vaughan Nelson Scarbrgh & Mccullough LP	2.047%	7.689%	1,434,391	102,421	2024-06-30
Capital World Investors	1.831%	0.000%	1,283,100	0	2024-09-30
Neuberger Berman Group LLC	1.765%	-2.273%	1,208,140	-28,095	2023-03-31
Epoch Investment Partners Inc	1.701%	2.083%	1,155,697	23,579	2022-12-31
TD Global Investment Solutions – TD Epoch	1.445%	2.083%	1,155,697	23,579	2022-12-31
Victory Capital Management Inc.	1.601%	21.964%	1,122,086	202,074	2024-09-30
Royce & Associates, LP	1.472%	-1.745%	1,031,513	-18,318	2024-09-30
Atlanta Capital Management Company,LLC	1.440%	-5.397%	978,343	-55,815	2022-09-30
Amvescap Plc.	1.358%	-12.065%	951,323	-130,522	2024-06-30
Nuveen Asset Management, LLC	1.297%	15.322%	888,406	118,039	2023-06-30
Northern Trust Corp	1.261%	9.084%	883,530	73,573	2024-09-30
Boston Partners Global Investors, Inc	1.223%	1.834%	830,813	14,964	2022-06-30
Federated Hermes Inc	1.135%	-18.022%	795,475	-174,881	2024-09-30
Wells Fargo & Co	1.120%	-0.601%	784,429	-4,743	2024-06-30
TD Asset Management Inc	1.062%	0.000%	720,939	0	2022-06-30
HHG PLC	0.812%	-40.171%	567,935	-381,334	2023-12-31
Bank of New York Mellon Corp	0.754%	-2.706%	528,413	-14,696	2024-06-30
Crawford Investment Counsel, Inc	0.739%	-2.720%	516,332	-14,437	2024-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Artisan Partners Asset Management Inc (APAM), owning a total of 4.4 million shares. Combined, the top 38 mutual fund holders of APAM own 52.71% of the company with a total of 36.6 million shares.

In the latest ownership report on October 31st 2024, the top 38 fund holders increased their combined ownership of APAM by 15 thousand shares. 3 funds bought 9,650 total additional shares and increased their ownership by an average of 0.35%. However 4 funds sold 24,660 total shares and decreased their ownership by an average of 0.64%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Artisan Partners Asset Management decreased by a net total of -15,010 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.330%	0.000%	4,435,011	0	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.112%	-0.568%	2,180,201	-12,458	2024-10-31
Vanguard Small Cap Index	2.501%	0.197%	1,752,331	3,450	2024-10-31
Schwab US Dividend Equity ETF™	2.466%	0.088%	1,727,928	1,520	2024-10-31
iShares Russell 2000 ETF	2.319%	0.000%	1,625,092	0	2024-10-31
Vanguard Small Cap Value Index Inv	1.690%	-0.034%	1,184,477	-408	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.486%	-0.575%	1,041,209	-6,018	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.884%	0.761%	619,432	4,680	2024-10-31
iShares Russell 2000 Growth ETF	0.804%	0.000%	563,027	0	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.584%	-1.392%	409,086	-5,776	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.330%	0.000%	4,435,011	0	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.112%	-0.568%	2,180,201	-12,458	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.918%	2.282%	1,997,872	44,573	2023-03-31
Clarkston Capital SMID Composite	2.780%	-45.234%	1,903,408	-1,572,103	2023-09-30
Vanguard Small Cap Index	2.501%	0.197%	1,752,331	3,450	2024-10-31
Schwab US Dividend Equity ETF™	2.466%	0.088%	1,727,928	1,520	2024-10-31
iShares Russell 2000 ETF	2.319%	0.000%	1,625,092	0	2024-10-31
Virtus KAR Small-Cap Core I	1.827%	8.106%	1,280,387	96,000	2024-06-30
American Funds SMALLCAP World A	1.823%	0.000%	1,277,000	0	2024-09-30
Vanguard Small Cap Value Index Inv	1.690%	-0.034%	1,184,477	-408	2024-10-31
AZ InvestEd Ivy Core Equity E	1.607%	-0.426%	1,099,926	-4,708	2023-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.486%	-0.575%	1,041,209	-6,018	2024-10-31
Wasatch Small Cap Value	1.436%	34.544%	1,006,040	258,299	2024-09-30
Vanguard Extended Market Index Investor	1.355%	0.223%	927,696	2,060	2023-08-31
Neuberger Berman Genesis Inv	1.169%	-1.977%	799,972	-16,138	2023-03-31
Epoch Global Equity - I	1.099%	-0.976%	752,431	-7,414	2022-12-31
TD Global Equity Growth - I	1.099%	-0.976%	752,431	-7,414	2022-12-31
Federated Hermes Kaufmann Small Cap A	1.070%	-18.919%	750,000	-175,000	2024-09-30
Federated Hermes Kaufmann Small Cap Grow	1.070%	-18.919%	750,000	-175,000	2024-09-30
Clarkston Partners Founders	1.000%	-48.689%	685,000	-650,000	2023-09-30
Fidelity Small Cap Index	0.926%	-2.230%	648,465	-14,789	2024-08-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.884%	0.761%	619,432	4,680	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.871%	-0.142%	608,600	-868	2024-05-30
Fidelity® Small Cap Index	0.864%	2.670%	591,592	15,385	2023-10-31
iShares Russell 2000 Growth ETF	0.804%	0.000%	563,027	0	2024-10-31
Invesco Global Opportunities A	0.773%	0.000%	540,636	0	2024-07-31
Invesco Global Multi Cap Growth	0.772%	-14.370%	540,636	-90,725	2024-06-30
Natixis Vaughan Nelson Small Cap Value A	0.700%	6.895%	490,530	31,640	2024-09-30
TD Epoch Glb Qlty Capital Reinvestment	0.688%	-2.703%	467,197	-12,980	2022-12-31
Epoch Global Qlty Capital Reinvestment	0.688%	-2.703%	467,197	-12,980	2022-12-31
Vanguard Tax-Managed Small Cap Adm	0.584%	-1.392%	409,086	-5,776	2024-10-31
Fidelity Extended Market Index	0.583%	-3.092%	408,225	-13,026	2024-09-30
Bernzott Capital US Small Cap Value	0.595%	-17.308%	404,300	-84,623	2022-12-31
Delaware Ivy Balanced Fund Class A	0.590%	-1.464%	400,832	-5,954	2022-09-30
Janus Henderson Small Cap Value L	0.569%	-12.162%	397,837	-55,082	2024-03-31
DFA US Small Cap I	0.562%	0.000%	393,788	0	2024-09-30
Royce Pennsylvania Mutual Invmt	0.555%	-4.897%	382,978	-19,721	2023-12-31
iShares S&P Small-Cap 600 Value ETF	0.550%	0.000%	379,259	0	2024-02-29