$APAM

$33.20 -$0.14 (0.42%) Close

$APAM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 66.4M shares outstanding

Who owns APAM?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 80.9%

BlackRock, Inc. 16.9% · Charles J. Daley Jr. 11.0%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

379

-3 vs last qtr

Net shares bought

+1.9M

by institutions in Q2 2026

New / sold out

52 / 55

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +838.3K
UBS Group AG +430.5K

Biggest sellers in Q2 2026

Capital World Investors −549.5K
Kayne Anderson Rudnick Investment Management LLC −392.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$298K

1 notice from 1 person

Shares covered

7.0K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Ramirez Gregory K Officer $298K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

+34.3%

+4.30% a year

Each share's claim on the business

−25.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $302M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years80% 3–5 years7% 1–3 years9% Under 1 year5%

Quarterly turnover

7.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting APAM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	11.2M	16.88%	+838.3K (+8.1%)	≤2021	0.0%
Shares held by quarter Peak holding11.2M (Q2'26) Change over 8 quarters+516.7K Share of the company16.880% BlackRock, Inc.'s full portfolio →
KA Kayne Anderson Rudnick Investment Management LLC	5.2M	7.79%	−392.9K (−7.1%)	≤2021	0.6%
Shares held by quarter Peak holding6.7M (Q3'24) Change over 8 quarters−1.5M Share of the company7.790% Kayne Anderson Rudnick Investment Management LLC's full portfolio →

BlackRock, Inc.

11.2M

% of company

16.88%

Change vs last qtr

+838.3K (+8.1%)

Held since

≤2021

Kayne Anderson Rudnick Investment Management LLC

5.2M

% of company

7.79%

Change vs last qtr

−392.9K (−7.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Artisan Partners Asset Management Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting APAM on Form N-PORT; together they hold 49.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$148M	4.3M	6.45%	0.13%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$73.8M	2.1M	3.22%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$148M

% of company

6.45%

% of the fund

0.13%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$73.8M

% of company

3.22%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Artisan Partners Asset Management Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CJ Charles J. Daley Jr. 5%+ holder 13D · 10.2%	7.3M	10.97%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company10.970% Disclosed stake13D · 10.2% View the 13D/G filing →
JA Jason A. Gottlieb 5%+ holder 13D · 10.2%	7.3M	10.97%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company10.970% Disclosed stake13D · 10.2% View the 13D/G filing →

Charles J. Daley Jr.

5%+ holder13D · 10.2%

7.3M

% of company

10.97%

Change vs last qtr

—

Held since

—

Jason A. Gottlieb

5%+ holder13D · 10.2%

7.3M

% of company

10.97%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Artisan Partners Asset Management Inc.

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