Artisan Partners Asset Management Ownership | Who Owns Artisan Partners Asset Management?
Artisan Partners Asset Management Ownership Summary
Artisan Partners Asset Management is owned by 96.01% institutional investors, 2.58% insiders, and 1.41% retail investors. Blackrock is the largest institutional shareholder, holding 16.63% of APAM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.40% of its assets in Artisan Partners Asset Management shares.
APAM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Artisan Partners Asset Management | 96.01% | 2.58% | 1.41% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.69M | 16.63% | $441.38M |
| Vanguard group | 7.78M | 12.10% | $321.12M |
| Kayne anderson rudnick investment management | 6.63M | 10.30% | $273.49M |
| State street | 2.71M | 4.21% | $111.81M |
| Charles schwab investment management | 2.49M | 3.87% | $102.74M |
| Geode capital management | 1.69M | 2.63% | $69.86M |
| Dimensional fund advisors lp | 1.62M | 2.52% | $66.76M |
| Fisher asset management | 1.55M | 2.41% | $64.09M |
| Morgan stanley | 1.49M | 2.31% | $61.30M |
| Wasatch advisors lp | 1.45M | 2.25% | $59.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Channing capital management | 1.42M | 1.60% | $58.42M |
| Sprott | 375.19K | 1.15% | $15.48M |
| Heron bay capital management | 117.37K | 1.03% | $4.84M |
| Twelve points wealth management | 64.96K | 0.94% | $2.68M |
| Operose advisors | 56.32K | 0.82% | $2.32M |
| Heartland advisors | 320.44K | 0.74% | $13.22M |
| Kayne anderson rudnick investment management | 6.63M | 0.67% | $273.49M |
| Vaughan nelson investment management | 1.43M | 0.55% | $59.20M |
| Napatree capital | 14.48K | 0.48% | $597.51K |
| Fcf advisors | 46.91K | 0.48% | $1.94M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 258.91K | 0.00% | 258.91K |
| Kayne anderson rudnick investment management | 6.63M | 0.67% | 160.30K |
| Norges bank | 130.71K | 0.00% | 130.71K |
| Geode capital management | 1.69M | 0.01% | 127.23K |
| Blackrock | 10.69M | 0.01% | 121.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 1.49M | 0.00% | -462.44K |
| Janus henderson group | 32.33K | 0.00% | -412.08K |
| Epoch investment partners | 48.68K | 0.01% | -212.63K |
| Invesco | 951.32K | 0.01% | -130.52K |
| Bernzott capital advisors | - | - | -129.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 130.71K | 0.00% | 130.71K | $5.39M |
| Schonfeld strategic advisors | 56.10K | 0.01% | 56.10K | $2.32M |
| Macquarie group | 44.62K | 0.00% | 44.62K | $1.84M |
| Corebridge financial | 36.83K | 0.01% | 36.83K | $1.52M |
| Mirae asset global etfs | 30.91K | 0.00% | 30.91K | $1.28M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Bruce g. allen investments | -4.00 |
| Wr wealth planners | -8.00 |
| Newedge advisors | -11.00 |
| Thurston, springer, miller, herd & titak | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 338 | 0.90% | 62,499,975 | 2.26% | 96 | 1.08% | 177 | 2.31% | 104 | 10.64% |
| Jun 30, 2024 | 331 | -1.78% | 61,081,057 | 0.12% | 94 | 1.06% | 171 | -2.29% | 93 | -7.92% |
| Mar 31, 2024 | 337 | 4.98% | 61,005,990 | 1.13% | 94 | 1.05% | 175 | 17.45% | 101 | -15.83% |
| Dec 31, 2023 | 321 | 4.56% | 60,326,280 | -3.20% | 95 | 0.99% | 149 | 5.67% | 120 | 8.11% |
| Sep 30, 2023 | 307 | 7.34% | 62,323,575 | -4.53% | 98 | 0.93% | 141 | -12.42% | 111 | 60.87% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.48M | 6.40% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.18M | 3.11% | -12.46K |
| Schwab US Dividend Equity ETF™ | 1.77M | 2.52% | 2.13K |
| Vanguard Small Cap Index | 1.75M | 2.50% | 3.45K |
| iShares Russell 2000 ETF | 1.63M | 2.32% | - |
| Virtus KAR Small-Cap Core I | 1.28M | 1.83% | 96.00K |
| American Funds SMALLCAP World A | 1.28M | 1.83% | - |
| Vanguard Small Cap Value Index Inv | 1.18M | 1.69% | -408.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.04M | 1.49% | -6.02K |
| Wasatch Small Cap Value | 1.01M | 1.44% | 258.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 30, 2024 | Ramirez Gregory K | Executive Vice President | Sell | - |
| Apr 30, 2024 | Ramirez Gregory K | Executive Vice President | Sell | - |
| Feb 08, 2024 | Ramirez Gregory K | Executive Vice President | Sell | $105.71K |
| May 09, 2023 | Ramirez Gregory K | Executive Vice President | Sell | - |
| May 09, 2023 | Ramirez Gregory K | Executive Vice President | Sell | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
| 2023 Q2 | - | 2 |
| 2023 Q1 | - | 1 |
APAM Ownership FAQ
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