Artisan Partners Asset Management Ownership 2024 | Who Owns Artisan Partners Asset Management Now?
Institutional Ownership
60.48%
Insider Ownership
2.59%
Retail Ownership
36.93%
Institutional Holders
213.00
Artisan Partners Asset Management Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 16.66% | 0.01% | 10,573,069 | -195,935 | -1.82% | 483,929,384 | Mar 31, 2024 |
| VANGUARD GROUP INC | 12.09% | 0.01% | 7,672,247 | -201,365 | -2.56% | 351,158,745 | Mar 31, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.19% | 0.69% | 6,466,640 | -82,854 | -1.26% | 295,978,149,000 | Mar 31, 2024 |
| STATE STREET CORP | 4.14% | 0.01% | 2,627,700 | 43,159 | 1.67% | 120,269,829 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.86% | 0.03% | 2,446,349 | 512,347 | 26.49% | 111,969,393 | Mar 31, 2024 |
| MORGAN STANLEY | 3.07% | 0.01% | 1,947,831 | 148,361 | 8.24% | 89,152,311 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.47% | 0.01% | 1,565,215 | 73,898 | 4.96% | 71,650,227 | Mar 31, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 2.46% | 0.03% | 1,562,392 | -9,968 | -0.63% | 71,510,721 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.43% | 0.02% | 1,543,224 | 4,076 | 0.26% | 70,633,378 | Mar 31, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 2.16% | 1.68% | 1,372,207 | 53,402 | 4.05% | 62,805,914 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 2.11% | 0.32% | 1,339,743 | -241,524 | -15.27% | 61,320,037 | Mar 31, 2024 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.10% | 0.54% | 1,331,970 | 397,424 | 42.53% | 60,965,000 | Mar 31, 2024 |
| CAPITAL WORLD INVESTORS | 2.01% | 0.01% | 1,277,000 | - | - | 58,448,290 | Mar 31, 2024 |
| ROYCE & ASSOCIATES LP | 1.72% | 0.45% | 1,091,956 | -56,368 | -4.91% | 49,978,826 | Mar 31, 2024 |
| INVESCO LTD. | 1.71% | 0.01% | 1,081,845 | 675,598 | 166.30% | 49,516,027 | Mar 31, 2024 |
| FEDERATED HERMES, INC. | 1.53% | 0.10% | 970,319 | -410 | -0.04% | 44,411,501 | Mar 31, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 1.43% | 0.04% | 904,566 | -304,635 | -25.19% | 41,401,985 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 1.30% | 0.01% | 822,063 | -1,728 | -0.21% | 37,625,824 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 1.24% | 0.01% | 789,172 | -8,005 | -1.00% | 36,120,401,000 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.86% | 0.00% | 543,109 | -83,830 | -13.37% | 24,858,104 | Mar 31, 2024 |
Artisan Partners Asset Management's largest institutional shareholder is BLACKROCK INC., holding 16.66% of the company's total share outstanding, currently valued at $483.93M. The top 10 institutional shareholders own together 59.54% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BERNZOTT CAPITAL ADVISORS | 0.20% | 2.35% | 129,649 | -14,474 | -10.04% | 5,934,053 | Mar 31, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 2.16% | 1.68% | 1,372,207 | 53,402 | 4.05% | 62,805,914 | Mar 31, 2024 |
| SPROTT INC. | 0.59% | 1.24% | 377,040 | 87,040 | 30.01% | 17,257,121 | Mar 31, 2024 |
| HERON BAY CAPITAL MANAGEMENT | 0.20% | 1.24% | 128,011 | 3,078 | 2.46% | 5,859,079 | Mar 31, 2024 |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 0.10% | 1.03% | 61,639 | 2,044 | 3.43% | 2,821,219 | Mar 31, 2024 |
| HEARTLAND ADVISORS INC | 0.59% | 0.89% | 371,249 | 4,156 | 1.13% | 16,992,067 | Mar 31, 2024 |
| OPEROSE ADVISORS LLC | 0.09% | 0.86% | 55,930 | 681 | 1.23% | 2,559,899 | Mar 31, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.19% | 0.69% | 6,466,640 | -82,854 | -1.26% | 295,978,149,000 | Mar 31, 2024 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.10% | 0.54% | 1,331,970 | 397,424 | 42.53% | 60,965,000 | Mar 31, 2024 |
| SOLTIS INVESTMENT ADVISORS LLC | 0.16% | 0.50% | 101,806 | -38,856 | -27.62% | 4,659,669 | Mar 31, 2024 |
| ROYCE & ASSOCIATES LP | 1.72% | 0.45% | 1,091,956 | -56,368 | -4.91% | 49,978,826 | Mar 31, 2024 |
| ROMANO BROTHERS AND COMPANY | 0.11% | 0.45% | 71,062 | -239 | -0.34% | 3,252,530 | Mar 31, 2024 |
| CHASE INVESTMENT COUNSEL CORP | 0.04% | 0.44% | 26,000 | - | - | 1,190,000 | Mar 31, 2024 |
| ISTHMUS PARTNERS, LLC | 0.13% | 0.44% | 84,791 | 23,065 | 37.37% | 3,880,884 | Mar 31, 2024 |
| CRAWFORD INVESTMENT COUNSEL INC | 0.81% | 0.44% | 516,332 | -14,437 | -2.72% | 23,632,543 | Mar 31, 2024 |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | 0.04% | 0.39% | 24,366 | 1,480 | 6.47% | 1,115,232 | Mar 31, 2024 |
| NAPATREE CAPITAL LLC | 0.01% | 0.38% | 9,533 | 9,533 | 100.00% | 390,186 | Mar 31, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.25% | 0.36% | 159,208 | 159,208 | 100.00% | 7,286,950 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 2.11% | 0.32% | 1,339,743 | -241,524 | -15.27% | 61,320,037 | Mar 31, 2024 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 0.02% | 0.30% | 13,566 | -229 | -1.66% | 620,916 | Mar 31, 2024 |
The largest Artisan Partners Asset Management shareholder by % of total assets is BERNZOTT CAPITAL ADVISORS. The company owns 129.65K shares of Artisan Partners Asset Management (APAM), representing 2.35% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 1.71% | 0.01% | 1,081,845 | 675,598 | 166.30% | 49,516,027 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.86% | 0.03% | 2,446,349 | 512,347 | 26.49% | 111,969,393 | Mar 31, 2024 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.10% | 0.54% | 1,331,970 | 397,424 | 42.53% | 60,965,000 | Mar 31, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.34% | 0.09% | 216,457 | 216,457 | 100.00% | 9,907,237 | Mar 31, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.25% | 0.36% | 159,208 | 159,208 | 100.00% | 7,286,950 | Mar 31, 2024 |
| MORGAN STANLEY | 3.07% | 0.01% | 1,947,831 | 148,361 | 8.24% | 89,152,311 | Mar 31, 2024 |
| NATIXIS ADVISORS, L.P. | 0.43% | 0.03% | 274,591 | 107,581 | 64.42% | 12,568,000 | Mar 31, 2024 |
| MERITAGE PORTFOLIO MANAGEMENT | 0.14% | 0.27% | 91,959 | 91,959 | 100.00% | 4,209,000 | Mar 31, 2024 |
| SPROTT INC. | 0.59% | 1.24% | 377,040 | 87,040 | 30.01% | 17,257,121 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.47% | 0.01% | 1,565,215 | 73,898 | 4.96% | 71,650,227 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.12% | 0.00% | 73,000 | 73,000 | 100.00% | 3,341,210 | Mar 31, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.11% | 0.01% | 71,526 | 71,526 | 100.00% | 3,273,745 | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.09% | 0.02% | 58,560 | 58,560 | 100.00% | 2,680,000 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.09% | 0.00% | 57,468 | 57,468 | 100.00% | 2,630,310 | Mar 31, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 2.16% | 1.68% | 1,372,207 | 53,402 | 4.05% | 62,805,914 | Mar 31, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.14% | 0.05% | 90,699 | 49,189 | 118.50% | 4,151,296,000 | Mar 31, 2024 |
| HOLOCENE ADVISORS, LP | 0.11% | 0.01% | 68,225 | 47,917 | 235.95% | 3,122,658 | Mar 31, 2024 |
| LPL FINANCIAL LLC | 0.08% | 0.00% | 53,806 | 47,910 | 812.58% | 2,462,720 | Mar 31, 2024 |
| STATE STREET CORP | 4.14% | 0.01% | 2,627,700 | 43,159 | 1.67% | 120,269,829 | Mar 31, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.63% | 0.05% | 400,134 | 42,522 | 11.89% | 18,314,000 | Mar 31, 2024 |
As of Mar 31 2024, Artisan Partners Asset Management's largest institutional buyer is INVESCO LTD.. The company purchased 675.60K stocks of APAM, valued at $49.52M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 1.43% | 0.04% | 904,566 | -304,635 | -25.19% | 41,401,985 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 2.11% | 0.32% | 1,339,743 | -241,524 | -15.27% | 61,320,037 | Mar 31, 2024 |
| VANGUARD GROUP INC | 12.09% | 0.01% | 7,672,247 | -201,365 | -2.56% | 351,158,745 | Mar 31, 2024 |
| BLACKROCK INC. | 16.66% | 0.01% | 10,573,069 | -195,935 | -1.82% | 483,929,384 | Mar 31, 2024 |
| FIDELITY NATIONAL FINANCIAL, INC. | - | - | - | -150,000 | -100.00% | - | Mar 31, 2024 |
| JANUS HENDERSON GROUP PLC | 0.70% | 0.01% | 444,402 | -123,533 | -21.75% | 20,339,471 | Mar 31, 2024 |
| DEUTSCHE BANK AG\ | 0.22% | 0.00% | 141,258 | -119,085 | -45.74% | 6,465,379 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.86% | 0.00% | 543,109 | -83,830 | -13.37% | 24,858,104 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.22% | 0.00% | 137,962 | -83,824 | -37.80% | 6,314,527,000 | Mar 31, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.19% | 0.69% | 6,466,640 | -82,854 | -1.26% | 295,978,149,000 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 0.03% | 0.00% | 20,970 | -66,632 | -76.06% | 959,796 | Mar 31, 2024 |
| STIFEL FINANCIAL CORP | 0.20% | 0.01% | 125,069 | -58,673 | -31.93% | 5,724,338 | Mar 31, 2024 |
| ROYCE & ASSOCIATES LP | 1.72% | 0.45% | 1,091,956 | -56,368 | -4.91% | 49,978,826 | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -55,552 | -100.00% | - | Mar 31, 2024 |
| JANE STREET GROUP, LLC | 0.05% | 0.00% | 34,524 | -49,739 | -59.03% | 1,580,163 | Mar 31, 2024 |
| AXA S.A. | 0.20% | 0.02% | 124,897 | -49,003 | -28.18% | 5,716,536 | Mar 31, 2024 |
| EPOCH INVESTMENT PARTNERS, INC. | 0.41% | 0.05% | 261,315 | -47,157 | -15.29% | 11,960,388 | Mar 31, 2024 |
| NATIXIS | - | - | - | -46,617 | -100.00% | - | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 5,657 | -43,222 | -88.43% | 258,921 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -43,147 | -100.00% | - | Mar 31, 2024 |
As of Mar 31 2024, Artisan Partners Asset Management's biggest institutional seller is VICTORY CAPITAL MANAGEMENT INC. The company sold -0.30M shares of APAM, valued at $41.40M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JUPITER ASSET MANAGEMENT LTD | 0.34% | 0.09% | 216,457 | 216,457 | 100.00% | 9,907,237 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.12% | 0.00% | 73,000 | 73,000 | 100.00% | 3,341,210 | Mar 31, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.11% | 0.01% | 71,526 | 71,526 | 100.00% | 3,273,745 | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.09% | 0.02% | 58,560 | 58,560 | 100.00% | 2,680,000 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.09% | 0.00% | 57,468 | 57,468 | 100.00% | 2,630,310 | Mar 31, 2024 |
| FCF ADVISORS LLC | 0.03% | 0.25% | 21,593 | 21,593 | 100.00% | 988,312 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.00% | 21,245 | 21,245 | 100.00% | 972,000 | Mar 31, 2024 |
| UNISUPER MANAGEMENT PTY LTD | 0.03% | 0.01% | 16,029 | 16,029 | 100.00% | 733,647 | Mar 31, 2024 |
| CERITY PARTNERS LLC | 0.02% | 0.00% | 15,818 | 15,818 | 100.00% | 723,997 | Mar 31, 2024 |
| NEWSQUARE CAPITAL LLC | 0.02% | 0.06% | 15,140 | 15,140 | 100.00% | 692,958,000 | Mar 31, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | 0.02% | 0.03% | 12,516 | 12,516 | 100.00% | 572,858,000 | Mar 31, 2024 |
| CETERA ADVISORS LLC | 0.02% | 0.00% | 12,230 | 12,230 | 100.00% | 559,767 | Mar 31, 2024 |
| RANGE FINANCIAL GROUP LLC | 0.02% | 0.26% | 11,009 | 11,009 | 100.00% | 503,882 | Mar 31, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.02% | 0.00% | 10,757 | 10,757 | 100.00% | 492,000 | Mar 31, 2024 |
| NAPATREE CAPITAL LLC | 0.01% | 0.38% | 9,533 | 9,533 | 100.00% | 390,186 | Mar 31, 2024 |
| CURATED WEALTH PARTNERS LLC | 0.01% | 0.06% | 9,167 | 9,167 | 100.00% | 419,573 | Mar 31, 2024 |
| BRAMSHILL INVESTMENTS, LLC | 0.01% | 0.04% | 8,287 | 8,287 | 100.00% | 379,296 | Mar 31, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.01% | 0.02% | 6,579 | 6,579 | 100.00% | 299,279 | Mar 31, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.01% | 0.00% | 6,550 | 6,550 | 100.00% | 299,807 | Mar 31, 2024 |
| BOKF, NA | 0.01% | 0.01% | 6,371 | 6,371 | 100.00% | 289,817 | Mar 31, 2024 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.01% | 0.02% | 5,987 | 5,987 | 100.00% | 274,025 | Mar 31, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.01% | 0.01% | 5,400 | 5,400 | 100.00% | 247,158 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | - | 5,344 | 5,344 | 100.00% | 244,595 | Mar 31, 2024 |
| 0.01% | 0.02% | 5,323 | 5,323 | 100.00% | 243,634 | Mar 31, 2024 | |
| BELPOINTE ASSET MANAGEMENT LLC | 0.01% | 0.02% | 5,205 | 5,205 | 100.00% | 238,233 | Mar 31, 2024 |
| PENSIONMARK FINANCIAL GROUP, LLC | 0.01% | 0.03% | 4,945 | 4,945 | 100.00% | 226,333 | Mar 31, 2024 |
| TOROSO INVESTMENTS, LLC | 0.01% | 0.00% | 4,702 | 4,702 | 100.00% | 215,211 | Mar 31, 2024 |
| ORIGIN ASSET MANAGEMENT LLP | 0.01% | 0.06% | 4,600 | 4,600 | 100.00% | 210,542 | Mar 31, 2024 |
| SIMPLICITY WEALTH,LLC | 0.01% | 0.01% | 4,560 | 4,560 | 100.00% | 208,725 | Mar 31, 2024 |
| BLEAKLEY FINANCIAL GROUP, LLC | 0.01% | 0.01% | 4,560 | 4,560 | 100.00% | 208,725 | Mar 31, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.01% | 0.04% | 4,373 | 4,373 | 100.00% | 200,152 | Mar 31, 2024 |
| CI INVESTMENTS INC. | 0.01% | 0.00% | 3,297 | 3,297 | 100.00% | 151,000 | Mar 31, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 0.00% | 0.01% | 812 | 812 | 100.00% | 37,166 | Mar 31, 2024 |
| MCF ADVISORS LLC | 0.00% | 0.00% | 677 | 677 | 100.00% | 30,965,000 | Mar 31, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 586 | 586 | 100.00% | 25,890,000 | Mar 31, 2024 |
| COLONIAL TRUST CO / SC | 0.00% | 0.00% | 479 | 479 | 100.00% | 21,924 | Mar 31, 2024 |
| RISE ADVISORS, LLC | 0.00% | 0.01% | 276 | 276 | 100.00% | 12,633 | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 160 | 160 | 100.00% | 7,278,000 | Mar 31, 2024 |
| 0.00% | 0.00% | 101 | 101 | 100.00% | 4,550 | Mar 31, 2024 | |
| C M BIDWELL & ASSOCIATES LTD | 0.00% | 0.00% | 82 | 82 | 100.00% | 3,753 | Mar 31, 2024 |
| CONTINUUM ADVISORY, LLC | 0.00% | 0.00% | 54 | 54 | 100.00% | 2,422,000 | Mar 31, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 14 | 14 | 100.00% | 640 | Mar 31, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | - | - | 12 | 12 | 100.00% | 550 | Mar 31, 2024 |
| BRUCE G. ALLEN INVESTMENTS, LLC | - | 0.00% | 4 | 4 | 100.00% | 183 | Mar 31, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 84,000 | Mar 31, 2024 |
Artisan Partners Asset Management's largest new institutional shareholder by number of shares is JUPITER ASSET MANAGEMENT LTD, purchased 216.46K shares, valued at $9.91M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIDELITY NATIONAL FINANCIAL, INC. | - | - | - | -150,000 | -100.00% | - | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -55,552 | -100.00% | - | Mar 31, 2024 |
| NATIXIS | - | - | - | -46,617 | -100.00% | - | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -43,147 | -100.00% | - | Mar 31, 2024 |
| RICHARD P SLAUGHTER ASSOCIATES INC | - | - | - | -41,536 | -100.00% | - | Mar 31, 2024 |
| BRIDGEWATER ASSOCIATES, LP | - | - | - | -27,890 | -100.00% | - | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -20,939 | -100.00% | - | Mar 31, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -19,178 | -100.00% | - | Mar 31, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -16,547 | -100.00% | - | Mar 31, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -13,440 | -100.00% | - | Mar 31, 2024 |
| CETERA INVESTMENT ADVISERS | - | - | - | -13,095 | -100.00% | - | Mar 31, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -11,558 | -100.00% | - | Mar 31, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -11,229 | -100.00% | - | Mar 31, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -11,016 | -100.00% | - | Mar 31, 2024 |
| DUALITY ADVISERS, LP | - | - | - | -10,251 | -100.00% | - | Mar 31, 2024 |
| AFFINITY INVESTMENT ADVISORS, LLC | - | - | - | -10,147 | -100.00% | - | Mar 31, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -9,872 | -100.00% | - | Mar 31, 2024 |
| FIRST HAWAIIAN BANK | - | - | - | -9,850 | -100.00% | - | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -7,686 | -100.00% | - | Mar 31, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -6,500 | -100.00% | - | Mar 31, 2024 |
| IFG ADVISORY, LLC | - | - | - | -5,730 | -100.00% | - | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -5,400 | -100.00% | - | Mar 31, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -5,331 | -100.00% | - | Mar 31, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -1,590 | -100.00% | - | Mar 31, 2024 |
| CITADEL ADVISORS LLC | - | - | - | -1,270 | -100.00% | - | Mar 31, 2024 |
| PINERIDGE ADVISORS LLC | - | - | - | -1,087 | -100.00% | - | Mar 31, 2024 |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | - | - | - | -834 | -100.00% | - | Mar 31, 2024 |
| ADVISORY SERVICES NETWORK, LLC | - | - | - | -631 | -100.00% | - | Mar 31, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -400 | -100.00% | - | Mar 31, 2024 |
| RONALD BLUE TRUST, INC. | - | - | - | -346 | -100.00% | - | Mar 31, 2024 |
| RALEIGH CAPITAL MANAGEMENT INC. | - | - | - | -252 | -100.00% | - | Mar 31, 2024 |
| QUARRY LP | - | - | - | -182 | -100.00% | - | Mar 31, 2024 |
| TURTLE CREEK WEALTH ADVISORS, LLC | - | - | - | -90 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -82 | -100.00% | - | Mar 31, 2024 |
| IBEX WEALTH ADVISORS | - | - | - | -58 | -100.00% | - | Mar 31, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | - | - | - | -15 | -100.00% | - | Mar 31, 2024 |
Artisan Partners Asset Management's largest sold out institutional shareholder by shares sold is FIDELITY NATIONAL FINANCIAL, INC., sold -0.15M shares, valued at -, as of undefined.
Artisan Partners Asset Management Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 3.94% | 8,034 | - | - | Jan 31, 2021 |
| SPROTT FOCUS TRUST INC. | 0.65% | 290,000 | -10,000 | -3.33% | Dec 31, 2023 |
| HEARTLAND GROUP INC | 0.62% | 350,000 | - | - | Mar 31, 2024 |
| AMG FUNDS | 0.59% | 65,869 | - | - | Jan 31, 2024 |
| PIONEER MID CAP VALUE FUND | 0.36% | 62,920 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.23% | 271,351 | 24,053 | 9.73% | Dec 31, 2023 |
| VIRTUS EQUITY TRUST | 0.22% | 1,184,387 | -75,490 | -5.99% | Dec 29, 2023 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.19% | 13,393 | - | - | Sep 30, 2022 |
| OSI ETF Trust | 0.18% | 31,269 | 1,918 | 6.53% | Mar 31, 2022 |
| ROYCE GLOBAL VALUE TRUST, INC. | 0.16% | 33,200 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.10% | 46,793 | - | - | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.09% | 406,204 | 5,050 | 1.26% | Feb 29, 2024 |
| SIT MUTUAL FUNDS INC | 0.09% | 31,100 | -7,025 | -18.43% | Dec 29, 2023 |
| ROYCE FUND | 0.09% | 537,739 | -13,227 | -2.40% | Dec 31, 2023 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.08% | 779,196 | - | - | Feb 29, 2024 |
| ALPS Series Trust | 0.08% | 685,000 | - | - | Dec 31, 2023 |
| Voya VARIABLE PRODUCTS TRUST | 0.08% | 23,098 | - | - | Dec 31, 2023 |
| Voya EQUITY TRUST | 0.07% | 103,599 | - | - | Feb 29, 2024 |
| WASATCH FUNDS TRUST | 0.07% | 651,705 | -190,272 | -22.60% | Mar 31, 2024 |
| AMG FUNDS III | 0.06% | 10,598 | - | - | Feb 29, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.06% | 69,573 | -9,311 | -11.80% | Jan 31, 2024 |
| SYNTAX ETF TRUST | 0.06% | 2,005 | 292 | 17.05% | Dec 31, 2023 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.06% | 34,318 | 1 | 0.00% | Mar 31, 2024 |
| ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.05% | 35,220 | - | - | Jan 31, 2024 |
| Absolute Shares Trust | 0.04% | 11,565 | - | - | Dec 31, 2023 |
| M FUND INC | 0.04% | 17,284 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.04% | 3,326 | 2,104 | 172.18% | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.03% | 199,480 | - | - | Aug 31, 2023 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.03% | 18,242 | - | - | Feb 29, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.03% | 1,659 | 30 | 1.84% | Feb 29, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.02% | 64,832 | - | - | Dec 29, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,388 | 153 | 1.66% | Dec 31, 2023 |
| SMALLCAP WORLD FUND INC | 0.02% | 1,277,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY GROWTH FUNDS, INC. | 0.02% | 2,994 | - | - | Jan 31, 2024 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) | 0.02% | 631,361 | 631,361 | - | Jan 31, 2024 |
| IVY FUNDS | 0.02% | 1,410,929 | - | - | Dec 29, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.02% | 174,359 | - | - | Dec 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 109,311 | 5,219 | 5.01% | Dec 31, 2023 |
| UNIFIED SERIES TRUST | 0.02% | 69,808 | - | - | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.02% | 39,195 | -34,428 | -46.76% | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.02% | 14,219 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.02% | 7,088,206 | 1,069,802 | 17.78% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.02% | 68,140 | 2,536 | 3.87% | Dec 31, 2023 |
| SUNAMERICA SERIES, INC. | 0.01% | 23,492 | - | - | Apr 30, 2021 |
| VICTORY PORTFOLIOS | 0.01% | 340,609 | -110,769 | -24.54% | Dec 31, 2023 |
| OAK ASSOCIATES FUNDS | 0.01% | 11,425 | - | - | Jan 31, 2024 |
| Ivy Variable Insurance Portfolios | 0.01% | 222,031 | - | - | Dec 29, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.01% | 10,060 | - | - | Dec 29, 2023 |
| Humankind Benefit Corp | 0.01% | 205 | -9 | -4.21% | Dec 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.01% | 1,718,896 | 18,074 | 1.06% | Feb 29, 2024 |
| SSGA FUNDS | 0.01% | 3,679 | - | - | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 162,175 | - | - | Dec 31, 2023 |
| Gabelli ETFs Trust | 0.01% | 100 | - | - | Dec 29, 2023 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 35,296 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,731 | - | - | Dec 31, 2023 |
| Nushares ETF Trust | 0.01% | 49,643 | 36,934 | 290.61% | Jan 31, 2024 |
| ALPS ETF Trust | 0.01% | 76,725 | 13,818 | 21.97% | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 13,631 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 19,330 | -155 | -0.80% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 12,100 | - | - | Dec 29, 2023 |
| Victory Portfolios II | 0.00% | 277,161 | -25,956 | -8.56% | Dec 31, 2023 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 55,900 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 10,682 | - | - | Dec 31, 2023 |
| IndexIQ ETF Trust | 0.00% | 8,114 | - | - | Jan 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 12,500 | - | - | Dec 31, 2023 |
| FEDERATED HERMES INSURANCE SERIES | 0.00% | 15,300 | - | - | Dec 31, 2023 |
| Principal Exchange-Traded Funds | 0.00% | 38,096 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 63,000 | - | - | Dec 31, 2023 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 18,888 | - | - | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 16,467 | - | - | Mar 31, 2020 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 271,202 | -4,603 | -1.67% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 601,670 | 18,350 | 3.15% | Feb 29, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 10,626 | - | - | Dec 31, 2023 |
| Horizon Funds | 0.00% | 5,396 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 6,364 | 255 | 4.17% | Dec 31, 2023 |
| ETF Managers Trust | 0.00% | 19,933 | - | - | Dec 31, 2023 |
| TIMOTHY PLAN | 0.00% | 11,047 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 6,625 | -109 | -1.62% | Dec 31, 2023 |
| VIRTUS ASSET TRUST | 0.00% | 62,046 | - | - | Dec 29, 2023 |
| SHELTON FUNDS | 0.00% | 3,189 | 1,404 | 78.66% | Feb 29, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.00% | 10,500 | - | - | Jan 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 517,571 | -367,466 | -41.52% | Dec 31, 2023 |
| VANGUARD EXPLORER FUND | 0.00% | 19,924 | - | - | Jan 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 347,953 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 43,736 | - | - | Dec 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 44,541 | -3 | -0.01% | Dec 31, 2023 |
| Natixis Funds Trust I | 0.00% | 200,815 | 75,955 | 60.83% | Dec 31, 2023 |
| Natixis Funds Trust II | 0.00% | 11,417 | - | - | Feb 29, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 445,943 | - | - | Dec 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,310,650 | 303,359 | 30.12% | Jan 31, 2024 |
| Delaware Enhanced Global Dividend & Income Fund | 0.00% | 441 | - | - | Feb 28, 2023 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 131,052 | 3,060 | 2.39% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 19,985 | - | - | Feb 29, 2024 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ | 0.00% | 24,344 | - | - | Dec 29, 2023 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 54,639 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 310,670 | 29,933 | 10.66% | Feb 29, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 163,352 | - | - | Feb 29, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 2,359 | - | - | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 50,173 | 15,365 | 44.14% | Dec 31, 2023 |
| PRUDENTIAL SERIES FUND | 0.00% | 72,350 | -1,350 | -1.83% | Dec 29, 2023 |
Artisan Partners Asset Management's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 8.03K shares, compromising 3.94% of its total assets.
Artisan Partners Asset Management Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 213 | -32.59% |
| 31 Dec, 23 | 316 | 3.95% |
| 30 Sep, 23 | 304 | 7.42% |
| 30 Jun, 23 | 283 | 8.02% |
| 31 Mar, 23 | 262 | -5.42% |
| 31 Dec, 22 | 277 | 7.78% |
| 30 Sep, 22 | 257 | -4.81% |
| 30 Jun, 22 | 270 | -1.82% |
| 31 Mar, 22 | 275 | -9.84% |
| 31 Dec, 21 | 305 | -2.24% |
| 30 Sep, 21 | 312 | -1.58% |
| 30 Jun, 21 | 317 | -1.86% |
| 31 Mar, 21 | 323 | 13.33% |
| 31 Dec, 20 | 285 | 11.76% |
| 30 Sep, 20 | 255 | 12.33% |
| 30 Jun, 20 | 227 | 1.34% |
| 31 Mar, 20 | 224 | 4.67% |
| 31 Dec, 19 | 214 | 1.42% |
| 30 Sep, 19 | 211 | -6.64% |
| 30 Jun, 19 | 226 | 5.12% |
| 31 Mar, 19 | 215 | 10.82% |
| 31 Dec, 18 | 194 | -9.35% |
| 30 Sep, 18 | 214 | 2.39% |
| 30 Jun, 18 | 209 | -7.52% |
| 31 Mar, 18 | 226 | 6.10% |
| 31 Dec, 17 | 213 | 15.76% |
| 30 Sep, 17 | 184 | -2.13% |
| 30 Jun, 17 | 188 | 6.82% |
| 31 Mar, 17 | 176 | 3.53% |
| 31 Dec, 16 | 170 | 4.94% |
| 30 Sep, 16 | 162 | -6.90% |
| 30 Jun, 16 | 174 | 14.47% |
| 31 Mar, 16 | 152 | -3.80% |
| 31 Dec, 15 | 158 | -0.63% |
| 30 Sep, 15 | 159 | 4.61% |
| 30 Jun, 15 | 152 | -5.00% |
| 31 Mar, 15 | 160 | 13.48% |
| 31 Dec, 14 | 141 | - |
| 30 Sep, 14 | 141 | -10.19% |
| 30 Jun, 14 | 157 | 3.97% |
| 31 Mar, 14 | 151 | 16.15% |
| 31 Dec, 13 | 130 | 27.45% |
| 30 Sep, 13 | 102 | 0.99% |
| 30 Jun, 13 | 101 | 215.63% |
| 31 Mar, 13 | 32 | - |
As of 31 Mar 24, 213 institutions are holding Artisan Partners Asset Management's shares, representing a decrease of -32.59% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 38,377,100 | -36.25% |
| 31 Dec, 23 | 60,203,362 | -3.39% |
| 30 Sep, 23 | 62,315,330 | -4.50% |
| 30 Jun, 23 | 65,253,952 | 13.61% |
| 31 Mar, 23 | 57,438,906 | 0.09% |
| 31 Dec, 22 | 57,388,083 | 2.25% |
| 30 Sep, 22 | 56,126,713 | 2.68% |
| 30 Jun, 22 | 54,663,919 | 4.01% |
| 31 Mar, 22 | 52,553,963 | -0.53% |
| 31 Dec, 21 | 52,831,953 | -0.84% |
| 30 Sep, 21 | 53,280,461 | -3.95% |
| 30 Jun, 21 | 55,472,347 | -0.41% |
| 31 Mar, 21 | 55,702,895 | 3.92% |
| 31 Dec, 20 | 53,599,689 | 1.64% |
| 30 Sep, 20 | 52,735,076 | -0.52% |
| 30 Jun, 20 | 53,011,678 | 2.79% |
| 31 Mar, 20 | 51,572,625 | 4.94% |
| 31 Dec, 19 | 49,147,072 | 0.42% |
| 30 Sep, 19 | 48,943,654 | -1.92% |
| 30 Jun, 19 | 49,900,574 | -0.65% |
| 31 Mar, 19 | 50,228,962 | 2.86% |
| 31 Dec, 18 | 48,831,828 | -0.27% |
| 30 Sep, 18 | 48,964,943 | 0.29% |
| 30 Jun, 18 | 48,825,512 | 0.11% |
| 31 Mar, 18 | 48,774,114 | -0.53% |
| 31 Dec, 17 | 49,035,786 | 2.00% |
| 30 Sep, 17 | 48,076,094 | -3.28% |
| 30 Jun, 17 | 49,707,283 | 3.05% |
| 31 Mar, 17 | 48,234,085 | 10.33% |
| 31 Dec, 16 | 43,719,363 | 6.09% |
| 30 Sep, 16 | 41,211,308 | -1.96% |
| 30 Jun, 16 | 42,033,421 | 3.52% |
| 31 Mar, 16 | 40,602,749 | 2.37% |
| 31 Dec, 15 | 39,664,360 | -19.19% |
| 30 Sep, 15 | 49,085,234 | 32.04% |
| 30 Jun, 15 | 37,173,413 | 1.79% |
| 31 Mar, 15 | 36,520,923 | 9.86% |
| 31 Dec, 14 | 33,243,868 | 2.97% |
| 30 Sep, 14 | 32,284,703 | 7.50% |
| 30 Jun, 14 | 30,032,910 | 9.54% |
| 31 Mar, 14 | 27,416,424 | 48.37% |
| 31 Dec, 13 | 18,478,211 | 41.69% |
| 30 Sep, 13 | 13,041,419 | -1.17% |
| 30 Jun, 13 | 13,195,537 | 96.90% |
| 31 Mar, 13 | 6,701,739 | - |
Artisan Partners Asset Management (APAM) has 38.38M shares outstanding as of 31 Mar 24, down -36.25% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 60.48% | 0.67% |
| 31 Dec, 23 | 94.78% | 0.98% |
| 30 Sep, 23 | 98.13% | 0.92% |
| 30 Jun, 23 | 103.25% | 1.25% |
| 31 Mar, 23 | 90.88% | 1.09% |
| 31 Dec, 22 | 91.24% | 1.14% |
| 30 Sep, 22 | 89.63% | 1.16% |
| 30 Jun, 22 | 87.71% | 1.22% |
| 31 Mar, 22 | 84.71% | 1.13% |
| 31 Dec, 21 | 86.75% | 1.10% |
| 30 Sep, 21 | 88.80% | 1.03% |
| 30 Jun, 21 | 92.76% | 1.03% |
| 31 Mar, 21 | 94.89% | 1.07% |
| 31 Dec, 20 | 94.03% | 1.08% |
| 30 Sep, 20 | 93.50% | 1.04% |
| 30 Jun, 20 | 94.83% | 1.01% |
| 31 Mar, 20 | 96.76% | 1.07% |
| 31 Dec, 19 | 95.06% | 1.05% |
| 30 Sep, 19 | 95.13% | 1.00% |
| 30 Jun, 19 | 97.46% | 0.97% |
| 31 Mar, 19 | 100.17% | 1.21% |
| 31 Dec, 18 | 90.93% | 1.16% |
| 30 Sep, 18 | 88.71% | 1.27% |
| 30 Jun, 18 | 83.70% | 0.79% |
| 31 Mar, 18 | 102.98% | 0.72% |
| 31 Dec, 17 | 119.47% | 1.31% |
| 30 Sep, 17 | 95.53% | 1.35% |
| 30 Jun, 17 | 84.09% | 1.04% |
| 31 Mar, 17 | 90.13% | 1.02% |
| 31 Dec, 16 | 94.03% | 1.20% |
| 30 Sep, 16 | 88.46% | 1.16% |
| 30 Jun, 16 | 87.28% | 1.15% |
| 31 Mar, 16 | 87.18% | 1.07% |
| 31 Dec, 15 | 90.19% | 0.65% |
| 30 Sep, 15 | 117.38% | 1.92% |
| 30 Jun, 15 | 78.10% | 1.20% |
| 31 Mar, 15 | 80.53% | 0.85% |
| 31 Dec, 14 | 97.10% | 1.19% |
| 30 Sep, 14 | 90.21% | 0.97% |
| 30 Jun, 14 | 96.44% | 1.09% |
| 31 Mar, 14 | 94.11% | 1.08% |
| 31 Dec, 13 | 93.29% | 1.12% |
| 30 Sep, 13 | 91.29% | 1.18% |
| 30 Jun, 13 | 87.97% | 4.88% |
| 31 Mar, 13 | 42.44% | - |
As of 31 Mar 24, Artisan Partners Asset Management is held by 60.48% institutional shareholders, representing a 0.67% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 108 | -26.03% |
| 31 Dec, 23 | 146 | 3.55% |
| 30 Sep, 23 | 141 | -12.42% |
| 30 Jun, 23 | 161 | 11.81% |
| 31 Mar, 23 | 144 | -8.28% |
| 31 Dec, 22 | 157 | 24.60% |
| 30 Sep, 22 | 126 | -5.97% |
| 30 Jun, 22 | 134 | -10.67% |
| 31 Mar, 22 | 150 | -4.46% |
| 31 Dec, 21 | 157 | 6.08% |
| 30 Sep, 21 | 148 | -10.30% |
| 30 Jun, 21 | 165 | -11.29% |
| 31 Mar, 21 | 186 | 28.28% |
| 31 Dec, 20 | 145 | 21.85% |
| 30 Sep, 20 | 119 | 3.48% |
| 30 Jun, 20 | 115 | -10.85% |
| 31 Mar, 20 | 129 | 21.70% |
| 31 Dec, 19 | 106 | 13.98% |
| 30 Sep, 19 | 93 | -25.00% |
| 30 Jun, 19 | 124 | -0.80% |
| 31 Mar, 19 | 125 | 30.21% |
| 31 Dec, 18 | 96 | 1.05% |
| 30 Sep, 18 | 95 | -3.06% |
| 30 Jun, 18 | 98 | -20.97% |
| 31 Mar, 18 | 124 | -6.06% |
| 31 Dec, 17 | 132 | 51.72% |
| 30 Sep, 17 | 87 | -24.35% |
| 30 Jun, 17 | 115 | 8.49% |
| 31 Mar, 17 | 106 | 16.48% |
| 31 Dec, 16 | 91 | -7.14% |
| 30 Sep, 16 | 98 | -10.09% |
| 30 Jun, 16 | 109 | 14.74% |
| 31 Mar, 16 | 95 | 7.95% |
| 31 Dec, 15 | 88 | -6.38% |
| 30 Sep, 15 | 94 | - |
| 30 Jun, 15 | 94 | -7.84% |
| 31 Mar, 15 | 102 | 18.60% |
| 31 Dec, 14 | 86 | 7.50% |
| 30 Sep, 14 | 80 | -23.08% |
| 30 Jun, 14 | 104 | 6.12% |
| 31 Mar, 14 | 98 | 13.95% |
| 31 Dec, 13 | 86 | 50.88% |
| 30 Sep, 13 | 57 | -34.48% |
| 30 Jun, 13 | 87 | 171.88% |
| 31 Mar, 13 | 32 | - |
108 institutional shareholders have increased their position in APAM stock as of 31 Mar 24 compared to 146 in the previous quarter (a -26.03% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 55 | -54.17% |
| 31 Dec, 23 | 120 | 9.09% |
| 30 Sep, 23 | 110 | 61.76% |
| 30 Jun, 23 | 68 | - |
| 31 Mar, 23 | 68 | -6.85% |
| 31 Dec, 22 | 73 | -8.75% |
| 30 Sep, 22 | 80 | -3.61% |
| 30 Jun, 22 | 83 | 3.75% |
| 31 Mar, 22 | 80 | -20.79% |
| 31 Dec, 21 | 101 | 5.21% |
| 30 Sep, 21 | 96 | - |
| 30 Jun, 21 | 96 | -5.88% |
| 31 Mar, 21 | 102 | - |
| 31 Dec, 20 | 102 | - |
| 30 Sep, 20 | 102 | 17.24% |
| 30 Jun, 20 | 87 | 26.09% |
| 31 Mar, 20 | 69 | -1.43% |
| 31 Dec, 19 | 70 | -11.39% |
| 30 Sep, 19 | 79 | 23.44% |
| 30 Jun, 19 | 64 | 8.47% |
| 31 Mar, 19 | 59 | -18.06% |
| 31 Dec, 18 | 72 | -4.00% |
| 30 Sep, 18 | 75 | 2.74% |
| 30 Jun, 18 | 73 | -8.75% |
| 31 Mar, 18 | 80 | 33.33% |
| 31 Dec, 17 | 60 | -11.76% |
| 30 Sep, 17 | 68 | 30.77% |
| 30 Jun, 17 | 52 | -3.70% |
| 31 Mar, 17 | 54 | -8.47% |
| 31 Dec, 16 | 59 | 20.41% |
| 30 Sep, 16 | 49 | 11.36% |
| 30 Jun, 16 | 44 | -4.35% |
| 31 Mar, 16 | 46 | -11.54% |
| 31 Dec, 15 | 52 | 10.64% |
| 30 Sep, 15 | 47 | 4.44% |
| 30 Jun, 15 | 45 | 4.65% |
| 31 Mar, 15 | 43 | -2.27% |
| 31 Dec, 14 | 44 | -10.20% |
| 30 Sep, 14 | 49 | 8.89% |
| 30 Jun, 14 | 45 | 12.50% |
| 31 Mar, 14 | 40 | 17.65% |
| 31 Dec, 13 | 34 | -5.56% |
| 30 Sep, 13 | 36 | 260.00% |
| 30 Jun, 13 | 10 | - |
| 31 Mar, 13 | - | - |
55 institutional shareholders have reduced their position in APAM stock as of 31 Mar 24 compared to 120 in the previous quarter (a -54.17% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 213 | -32.59% | 38,377,100 | -36.25% | 60.48% | 0.67% | 108 | -26.03% | 55 | -54.17% |
| 31 Dec, 23 | 316 | 3.95% | 60,203,362 | -3.39% | 94.78% | 0.98% | 146 | 3.55% | 120 | 9.09% |
| 30 Sep, 23 | 304 | 7.42% | 62,315,330 | -4.50% | 98.13% | 0.92% | 141 | -12.42% | 110 | 61.76% |
| 30 Jun, 23 | 283 | 8.02% | 65,253,952 | 13.61% | 103.25% | 1.25% | 161 | 11.81% | 68 | - |
| 31 Mar, 23 | 262 | -5.42% | 57,438,906 | 0.09% | 90.88% | 1.09% | 144 | -8.28% | 68 | -6.85% |
| 31 Dec, 22 | 277 | 7.78% | 57,388,083 | 2.25% | 91.24% | 1.14% | 157 | 24.60% | 73 | -8.75% |
| 30 Sep, 22 | 257 | -4.81% | 56,126,713 | 2.68% | 89.63% | 1.16% | 126 | -5.97% | 80 | -3.61% |
| 30 Jun, 22 | 270 | -1.82% | 54,663,919 | 4.01% | 87.71% | 1.22% | 134 | -10.67% | 83 | 3.75% |
| 31 Mar, 22 | 275 | -9.84% | 52,553,963 | -0.53% | 84.71% | 1.13% | 150 | -4.46% | 80 | -20.79% |
| 31 Dec, 21 | 305 | -2.24% | 52,831,953 | -0.84% | 86.75% | 1.10% | 157 | 6.08% | 101 | 5.21% |
| 30 Sep, 21 | 312 | -1.58% | 53,280,461 | -3.95% | 88.80% | 1.03% | 148 | -10.30% | 96 | - |
| 30 Jun, 21 | 317 | -1.86% | 55,472,347 | -0.41% | 92.76% | 1.03% | 165 | -11.29% | 96 | -5.88% |
| 31 Mar, 21 | 323 | 13.33% | 55,702,895 | 3.92% | 94.89% | 1.07% | 186 | 28.28% | 102 | - |
| 31 Dec, 20 | 285 | 11.76% | 53,599,689 | 1.64% | 94.03% | 1.08% | 145 | 21.85% | 102 | - |
| 30 Sep, 20 | 255 | 12.33% | 52,735,076 | -0.52% | 93.50% | 1.04% | 119 | 3.48% | 102 | 17.24% |
| 30 Jun, 20 | 227 | 1.34% | 53,011,678 | 2.79% | 94.83% | 1.01% | 115 | -10.85% | 87 | 26.09% |
| 31 Mar, 20 | 224 | 4.67% | 51,572,625 | 4.94% | 96.76% | 1.07% | 129 | 21.70% | 69 | -1.43% |
| 31 Dec, 19 | 214 | 1.42% | 49,147,072 | 0.42% | 95.06% | 1.05% | 106 | 13.98% | 70 | -11.39% |
| 30 Sep, 19 | 211 | -6.64% | 48,943,654 | -1.92% | 95.13% | 1.00% | 93 | -25.00% | 79 | 23.44% |
| 30 Jun, 19 | 226 | 5.12% | 49,900,574 | -0.65% | 97.46% | 0.97% | 124 | -0.80% | 64 | 8.47% |
| 31 Mar, 19 | 215 | 10.82% | 50,228,962 | 2.86% | 100.17% | 1.21% | 125 | 30.21% | 59 | -18.06% |
| 31 Dec, 18 | 194 | -9.35% | 48,831,828 | -0.27% | 90.93% | 1.16% | 96 | 1.05% | 72 | -4.00% |
| 30 Sep, 18 | 214 | 2.39% | 48,964,943 | 0.29% | 88.71% | 1.27% | 95 | -3.06% | 75 | 2.74% |
| 30 Jun, 18 | 209 | -7.52% | 48,825,512 | 0.11% | 83.70% | 0.79% | 98 | -20.97% | 73 | -8.75% |
| 31 Mar, 18 | 226 | 6.10% | 48,774,114 | -0.53% | 102.98% | 0.72% | 124 | -6.06% | 80 | 33.33% |
| 31 Dec, 17 | 213 | 15.76% | 49,035,786 | 2.00% | 119.47% | 1.31% | 132 | 51.72% | 60 | -11.76% |
| 30 Sep, 17 | 184 | -2.13% | 48,076,094 | -3.28% | 95.53% | 1.35% | 87 | -24.35% | 68 | 30.77% |
| 30 Jun, 17 | 188 | 6.82% | 49,707,283 | 3.05% | 84.09% | 1.04% | 115 | 8.49% | 52 | -3.70% |
| 31 Mar, 17 | 176 | 3.53% | 48,234,085 | 10.33% | 90.13% | 1.02% | 106 | 16.48% | 54 | -8.47% |
| 31 Dec, 16 | 170 | 4.94% | 43,719,363 | 6.09% | 94.03% | 1.20% | 91 | -7.14% | 59 | 20.41% |
| 30 Sep, 16 | 162 | -6.90% | 41,211,308 | -1.96% | 88.46% | 1.16% | 98 | -10.09% | 49 | 11.36% |
| 30 Jun, 16 | 174 | 14.47% | 42,033,421 | 3.52% | 87.28% | 1.15% | 109 | 14.74% | 44 | -4.35% |
| 31 Mar, 16 | 152 | -3.80% | 40,602,749 | 2.37% | 87.18% | 1.07% | 95 | 7.95% | 46 | -11.54% |
| 31 Dec, 15 | 158 | -0.63% | 39,664,360 | -19.19% | 90.19% | 0.65% | 88 | -6.38% | 52 | 10.64% |
| 30 Sep, 15 | 159 | 4.61% | 49,085,234 | 32.04% | 117.38% | 1.92% | 94 | - | 47 | 4.44% |
| 30 Jun, 15 | 152 | -5.00% | 37,173,413 | 1.79% | 78.10% | 1.20% | 94 | -7.84% | 45 | 4.65% |
| 31 Mar, 15 | 160 | 13.48% | 36,520,923 | 9.86% | 80.53% | 0.85% | 102 | 18.60% | 43 | -2.27% |
| 31 Dec, 14 | 141 | - | 33,243,868 | 2.97% | 97.10% | 1.19% | 86 | 7.50% | 44 | -10.20% |
| 30 Sep, 14 | 141 | -10.19% | 32,284,703 | 7.50% | 90.21% | 0.97% | 80 | -23.08% | 49 | 8.89% |
| 30 Jun, 14 | 157 | 3.97% | 30,032,910 | 9.54% | 96.44% | 1.09% | 104 | 6.12% | 45 | 12.50% |
| 31 Mar, 14 | 151 | 16.15% | 27,416,424 | 48.37% | 94.11% | 1.08% | 98 | 13.95% | 40 | 17.65% |
| 31 Dec, 13 | 130 | 27.45% | 18,478,211 | 41.69% | 93.29% | 1.12% | 86 | 50.88% | 34 | -5.56% |
| 30 Sep, 13 | 102 | 0.99% | 13,041,419 | -1.17% | 91.29% | 1.18% | 57 | -34.48% | 36 | 260.00% |
| 30 Jun, 13 | 101 | 215.63% | 13,195,537 | 96.90% | 87.97% | 4.88% | 87 | 171.88% | 10 | - |
| 31 Mar, 13 | 32 | - | 6,701,739 | - | 42.44% | - | 32 | - | - | - |
Artisan Partners Asset Management Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Artisan Partners Asset Management's stock was made by Ramirez Gregory K on Apr 30 2024, selling 2,195 shares at - per share (valued at -).
Artisan Partners Asset Management Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 2 | - |
| Q1 2024 | 21 | 11 | 190.91% |
| Q4 2023 | - | 2 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | 18 | 8 | 225.00% |
| Q1 2022 | 14 | 3 | 466.67% |
| Q4 2021 | 1 | 1 | 100.00% |
| Q3 2021 | - | - | - |
| Q2 2021 | 1 | 1 | 100.00% |
| Q1 2021 | 13 | 6 | 216.67% |
| Q4 2020 | - | 1 | - |
| Q1 2020 | 19 | 6 | 316.67% |
| Q3 2019 | - | 1 | - |
| Q1 2019 | 12 | 3 | 400.00% |
| Q3 2018 | - | 1 | - |
| Q1 2018 | 12 | 2 | 600.00% |
| Q4 2017 | - | 1 | - |
| Q1 2017 | 12 | 7 | 171.43% |
| Q3 2016 | - | 1 | - |
| Q1 2016 | 12 | 1 | 1200.00% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Artisan Partners Asset Management's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 1 | - |
| Q4 2023 | - | - | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 1 | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | 1 | 1 | 100.00% |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 1 | - |
| Q1 2020 | 7 | - | - |
| Q3 2019 | - | - | - |
| Q1 2019 | - | 1 | - |
| Q3 2018 | - | - | - |
| Q1 2018 | - | - | - |
| Q4 2017 | - | - | - |
| Q1 2017 | - | - | - |
| Q3 2016 | - | - | - |
| Q1 2016 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Artisan Partners Asset Management's stocks.
Artisan Partners Asset Management Peer Ownership
| Ticker | Company |
|---|---|
| AMK | AssetMark Financial Holdings, Inc. |
| SEIC | SEI Investments Company |
| TPVG | TriplePoint Venture Growth BDC Corp. |
| DHIL | Diamond Hill Investment Group, Inc. |
| BBUC | Brookfield Business Corporation |
| NMFC | New Mountain Finance Corporation |
| FDUS | Fidus Investment Corporation |
| TSLX | Sixth Street Specialty Lending, Inc. |
| GBDC | Golub Capital BDC, Inc. |
| CGBD | Carlyle Secured Lending, Inc. |
| TCPC | BlackRock TCP Capital Corp. |
| FHI | Federated Hermes, Inc. |
APAM Ownership FAQ
Who Owns Artisan Partners Asset Management?
Artisan Partners Asset Management is owned by institutional shareholders (60.48%), insiders (2.59%), and public (36.93%). The largest institutional shareholder of Artisan Partners Asset Management is BLACKROCK INC. (16.66% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (3.94% of total shares).
Who are the major institutional shareholders of Artisan Partners Asset Management?
Artisan Partners Asset Management's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, STATE STREET CORP, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC. The top five shareholders own together 46.94% of the company's share outstanding.
How many Artisan Partners Asset Management shareholders are there?
As of Mar 2024, there are 213 institutional shareholders of Artisan Partners Asset Management.
What percentage of Artisan Partners Asset Management is owned by BLACKROCK INC?
BLACKROCK INC owns 10.57M shares of Artisan Partners Asset Management, representing 16.66% of the company's total shares outstanding, valued at $483.93M (as of Mar 2024).
What percentage of Artisan Partners Asset Management is owned by VANGUARD GROUP INC?
As of Mar 2024, VANGUARD GROUP INC holds 7.67M shares of Artisan Partners Asset Management (APAM), compromising 12.09% of the company, valued at $351.16M.
What percentage of Artisan Partners Asset Management is owned by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC?
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC is the third largest holder of Artisan Partners Asset Management. The company owns 6.47M of the company's shares outstanding (worth $295.98B).