Artisan Partners Asset Ma -AAPAM

13F holders, Q2 2024 (June 30)
333holders +2
40new positions
41sold out
6famous investors
$41.24avg. 13F price*

At the end of Q2 2024, 333 institutions reported holding Artisan Partners Asset Ma -A (APAM) in their 13F filings, up 2 from Q1 2024. 40 opened new positions and 41 sold out. The largest holders were BlackRock Inc. ($441.4M), Vanguard Group Inc. ($321.1M) and Kayne Anderson Rudnick Investment Management LLC ($273.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Artisan Partners Asset Ma -A
CUSIP
04316A108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 331Q1 2024Q2 2024: 333Q2 2024Q3 2024: 343Q3 2024Q4 2024: 358Q4 2024Q1 2025: 359Q1 2025Q2 2025: 367Q2 2025Q3 2025: 398Q3 2025Q4 2025: 381Q4 2025Q1 2026: 384Q1 2026Q2 2026: 381Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions40$34.3M
Exits41$32.5M

All 13F filers, Q1 2024 → Q2 2024: 2,866,731 shares bought and 2,836,766 shares sold, net +29,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 333 holders

BlackRock Inc. 0.01% Add +1.1% 10,694,980 $441.4M
Vanguard Group Inc. 0.01% Add +1.4% 7,781,012 $321.1M
Kayne Anderson Rudnick Investment Management LLC 0.67% Add +2.5% 6,626,937 $273.5M
State Street Corp. 0.00% Add +3.1% 2,709,212 $111.8M
Charles Schwab Investment Management Inc. 0.02% Add +1.8% 2,489,379 $102.7M
Geode Capital Management, LLC 0.01% Add +8.1% 1,692,446 $69.9M
Dimensional Fund Advisors LP 0.02% Add +4.8% 1,617,617 $66.8M
Fisher Asset Management 0.03% Reduce -0.6% 1,552,961 $64.1M
Morgan Stanley 0.00% Reduce -23.7% 1,485,393 $61.3M
Wasatch Advisors LP 0.32% Add +8.0% 1,446,646 $59.7M
Vaughan Nelson Investment Management, L.P. 0.55% Add +7.7% 1,434,391 $59.2M
Channing Capital Management, LLC 1.60% Add +3.2% 1,415,598 $58.4M
Capital World Investors 0.01% Add +0.5% 1,283,100 $53.0M
Royce & Associates LP 0.41% Reduce -3.9% 1,049,831 $43.3M
Federated Hermes, Inc. 0.09% Add +0.0% 970,356 $40.0M
Invesco Ltd. 0.01% Reduce -12.1% 951,323 $39.3M
Victory Capital Management Inc. 0.04% Add +1.7% 920,012 $38.0M
Northern Trust Corp. 0.01% Reduce -1.5% 809,957 $33.4M
Wells Fargo & Company 0.01% Reduce -0.6% 784,429 $32.4M
Bank of New York Mellon Corp 0.00% Reduce -2.7% 528,413 $21.8M
Crawford Investment Counsel Inc. 0.40% Reduce -2.7% 502,344 $20.7M
Nuveen Asset Management, LLC 0.01% Reduce -8.0% 453,328 $18.7M
Barclays PLC 0.01% Add +3.0% 427,967 $17.7M
Raymond James & Associates 0.01% Add +3.9% 420,020 $17.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +2.5% 410,341 $16.9M
Sprott Inc. 1.15% Reduce -0.5% 375,195 $15.5M
New York State Common Retirement Fund 0.02% Add +0.9% 354,599 $14.6M
Principal Financial Group Inc. 0.01% Reduce -2.7% 346,491 $14.3M
Heartland Advisors Inc. 0.74% Reduce -13.7% 320,439 $13.2M
Natixis Advisors, LLC 0.02% Add +0.0% 274,653 $11.3M
Millennium Management 0.01% New 258,914 $10.7M
Jupiter Asset Management Ltd. 0.10% Add +18.1% 255,680 $10.6M
Ameriprise Financial Inc. 0.00% Reduce -1.1% 236,063 $9.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +118.3% 215,779 $8.9M
Legal & General Group Plc 0.00% Add +0.5% 198,093 $8.2M
Bank of America Corp. 0.00% Add +38.6% 191,267 $7.9M
Goldman Sachs Group Inc. 0.00% Add +32.8% 190,922 $7.9M
Rhumbline Advisers 0.01% Reduce -1.0% 189,956 $7.8M
Public Sector Pension Investment Board 0.04% Add +9.4% 153,828 $6.3M
Qube Research & Technologies Ltd 0.01% Add +160.1% 149,490 $6.2M
AXA S.A. 0.02% Add +12.1% 140,043 $5.8M
First Trust Advisors LP 0.01% Add +556.4% 137,638 $5.7M
Swiss National Bank 0.00% Add +0.6% 135,700 $5.6M
Norges Bank 0.00% No change 130,714 $5.4M
Phocas Financial Corp. 0.61% Reduce -1.9% 129,811 $5.4M
Thrivent Financial for Lutherans 0.01% Reduce -3.4% 126,561 $5.2M
Meritage Portfolio Management 0.33% Add +37.0% 126,005 $5.2M
Stifel Financial Corp. 0.01% Reduce -3.6% 120,531 $5.0M
Man Group plc 0.01% Add +10.6% 120,480 $5.0M
Royal Bank of Canada 0.00% Add +2.5% 120,069 $5.0M
Heron Bay Capital Management 1.03% Reduce -8.3% 117,367 $4.8M
JPMorgan Chase & Co. 0.00% Reduce -16.2% 110,820 $4.6M
Assenagon Asset Management S.A. 0.01% New 109,797 $4.5M
Soltis Investment Advisors LLC 0.44% Reduce -0.3% 101,531 $4.2M
Regions Financial Corp. 0.03% Reduce -0.3% 100,527 $4.1M
Alps Advisors Inc. 0.03% Add +14.5% 99,247 $4.1M
O'shaughnessy Asset Management, LLC 0.04% Add +8.6% 98,523 $4.1M
Sage Advisors, LLC 3.16% Add +1.2% 94,046 $3.9M
Sei Investments Co. 0.01% Reduce -1.8% 92,391 $3.8M
Teacher Retirement System of Texas 0.02% Add +155.9% 88,733 $3.7M
Alliancebernstein L.P. 0.00% Add +15.2% 86,433 $3.6M
Isthmus Partners, LLC 0.41% Reduce -0.1% 84,729 $3.5M
Prudential Financial Inc. 0.01% Reduce -1.6% 80,183 $3.3M
Public Employees Retirement System of Ohio 0.01% Reduce -0.1% 78,438 $3.2M
Ibex Wealth Advisors 0.50% New 77,231 $3.2M
CANADA LIFE ASSURANCE Co 0.01% Add +15.6% 76,452 $3.2M
Los Angeles Capital Management LLC 0.01% Reduce -2.5% 69,731 $2.9M
Romano Brothers and Company 0.39% Reduce -4.3% 67,969 $2.8M
Tudor Investment Corporation 0.03% New 67,189 $2.8M
California State Teachers Retirement System 0.00% Reduce -2.1% 66,890 $2.8M
LPL Financial LLC 0.00% Add +23.1% 66,239 $2.7M
Twelve Points Wealth Management LLC 0.94% Add +5.4% 64,963 $2.7M
Jane Street Group, LLC 0.00% Add +78.4% 61,593 $2.5M
Allianz Asset Management GmbH 0.00% Add +307.4% 59,847 $2.5M
UBS Group AG 0.00% Reduce -35.9% 59,828 $2.5M
Citigroup Inc. 0.00% Add +9.5% 58,495 $2.4M
Moran Wealth Management, LLC 0.08% Add +2.0% 58,019 $2.4M
Orion Porfolio Solutions, LLC 0.02% Add +5.3% 57,107 $2.4M
Orion Portfolio Solutions, LLC 0.02% Add +5.3% 57,107 $2.4M
Susquehanna Fundamental Investments, LLC 0.05% Add +945.6% 56,465 $2.3M
Operose Advisors LLC 0.82% Add +0.7% 56,319 $2.3M
Schonfeld Strategic Advisors LLC 0.02% New 56,101 $2.3M
State of Tennessee, Department of Treasury 0.01% Reduce -7.9% 50,221 $2.1M
Comerica Bank 0.01% Reduce -5.8% 50,053 $2.1M
Voya Investment Management LLC 0.00% Reduce -0.8% 49,536 $2.0M
Vestmark Advisory Solutions, Inc. 0.09% Add +1.2% 49,401 $2.0M
NewEdge Wealth, LLC 0.04% Reduce -0.8% 49,147 $2.0M
Epoch Investment Partners, Inc. 0.01% Reduce -81.4% 48,684 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +5.5% 46,919 $1.9M
Abacus FCF Advisors LLC 0.48% Add +117.3% 46,915 $1.9M
Zacks Investment Management 0.02% Add +0.3% 46,441 $1.9M
American Century Companies Inc. 0.00% Reduce -64.7% 45,764 $1.9M
Franklin Resources Inc. 0.00% Add +9.7% 44,652 $1.8M
Edgestream Partners, L.P. 0.09% Reduce -72.0% 44,637 $1.8M
Macquarie Group Ltd. 0.00% New 44,624 $1.8M
Asset Management One Co., Ltd. 0.01% Reduce -27.6% 44,607 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 44,182 $1.8M
Sit Investment Associates Inc. 0.04% No change 43,725 $1.8M
QRG Capital Management, Inc. 0.02% Add +4.7% 42,239 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -1.8% 41,044 $1.7M
Illinois Municipal Retirement Fund 0.03% Add +6.8% 40,183 $1.7M
Envestnet Asset Management Inc. 0.00% Add +0.9% 39,646 $1.6M
Vestcor Inc 0.05% No change 39,072 $1.6M
New York State Teachers Retirement System 0.00% Add +0.1% 38,296 $1.6M
B. Metzler seel. Sohn & Co. AG 0.01% Add +9.8% 37,596 $1.6M
Corebridge Financial, Inc. 0.01% — 36,834 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -26.1% 37,340 $1.5M
MetLife Investment Management, LLC 0.01% Add +17.7% 36,342 $1.5M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -6.5% 35,874 $1.5M
Louisiana State Employees Retirement System 0.03% Add +3.5% 35,200 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +5.2% 35,089 $1.4M
Holocene Advisors, LP 0.01% Reduce -51.4% 33,147 $1.4M
Janus Henderson Group PLC 0.00% Reduce -92.7% 32,325 $1.3M
Pathstone Holdings, LLC 0.01% Add +0.1% 32,224 $1.3M
ClariVest Asset Management LLC 0.13% Reduce -0.2% 31,498 $1.3M
Aviance Capital Partners, LLC 0.18% Add +4.2% 31,129 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 30,913 $1.3M
BNP Paribas Financial Markets 0.00% Reduce -40.8% 29,547 $1.2M
Ritholtz Wealth Management 0.04% Add +10.6% 29,364 $1.2M
Deutsche Bank AG 0.00% Reduce -79.3% 29,312 $1.2M
Mercer Global Advisors Inc. 0.00% Add +142.3% 68,355 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -11.8% 29,184 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -10.0% 27,800 $1.1M
Rockefeller Capital Management L.P. 0.00% Reduce -46.0% 27,239 $1.1M
Captrust Financial Advisors 0.00% Reduce -0.5% 26,423 $1.1M
Arden Trust Co 0.15% Add +1.5% 26,391 $1.1M
Chase Investment Counsel Corp. 0.38% No change 26,000 $1.1M
Nisa Investment Advisors, LLC 0.01% No change 25,842 $1.1M
Greatmark Investment Partners, Inc. 0.15% Reduce -16.8% 25,600 $1.1M
Two Sigma Advisers, LP 0.00% Add +0.8% 25,600 $1.1M
DGS Capital Management, LLC 0.30% Add +11.4% 25,538 $1.1M
Capital Fund Management S.A. 0.01% Add +81.4% 25,118 $1.0M
Maryland State Retirement & Pension System 0.02% Reduce -1.4% 24,374 $1.0M
WINTON GROUP Ltd 0.07% Add +10.5% 23,352 $964K
STRS Ohio 0.00% Add +5.1% 22,700 $937K
TD Asset Management Inc 0.00% New 22,000 $908K
Teachers Retirement System of the State of Kentucky 0.01% No change 21,800 $900K
MML Investors Services, LLC 0.00% Reduce -6.8% 21,411 $884K
Ensign Peak Advisors, Inc 0.00% No change 21,372 $882K
Amalgamated Bank 0.01% Reduce -0.1% 21,062 $869K
Provident Investment Management, Inc. 0.08% Add +4.8% 20,910 $863K
Bramshill Investments, LLC 0.09% Add +149.2% 20,653 $852K
State of Wisconsin Investment Board 0.00% Add +35.6% 20,017 $826K
Arizona State Retirement System 0.01% Add +2.6% 19,316 $797K
AlphaQuest LLC 0.11% New 19,267 $795K
Trexquant Investment LP 0.01% New 19,172 $791K
Keystone Financial Group 0.28% No change 18,684 $771K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.2% 18,639 $760K
State Board of Administration of Florida Retirement System 0.00% Add +12.7% 18,237 $753K
Mariner, LLC 0.00% Add +7.6% 17,871 $737K
Two Sigma Investments, LP 0.00% Reduce -24.9% 17,777 $734K
Cetera Investment Advisers 0.00% Reduce -14.1% 17,031 $703K
Atria Investments, Inc 0.01% New 16,970 $700K
Oregon Public Employees Retirement Fund 0.01% Reduce -7.9% 16,944 $699K
Vident Advisory, LLC 0.02% Add +43.5% 16,645 $687K
UniSuper Management Pty Ltd 0.01% No change 16,029 $662K
AQR Capital Management 0.00% Reduce -32.2% 15,967 $659K
Sherbrooke Park Advisers LLC 0.11% Add +257.7% 15,642 $646K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +1.7% 15,064 $622K
Amundi 0.00% Add +237.6% 15,193 $617K
Centiva Capital, LP 0.03% New 14,920 $616K
Measured Wealth Private Client Group, LLC 0.21% Reduce -39.5% 14,731 $608K
Aviva PLC 0.00% Add +0.5% 14,550 $600K
Napatree Capital LLC 0.48% Add +51.9% 14,478 $598K
Ironwood Investment Management LLC 0.30% Add +0.4% 13,624 $562K
Integrated Investment Consultants, LLC 0.15% No change 12,159 $557K
FMR LLC 0.00% Add +30.7% 13,142 $542K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 12,912 $533K
Bank of Montreal 0.00% Add +24.4% 12,782 $531K
Oppenheimer & Co. Inc. 0.01% Add +78.0% 12,798 $528K
Oak Associates Ltd. 0.03% No change 12,328 $509K
Dana Investment Advisors, Inc. 0.02% Reduce -78.2% 12,075 $498K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 12,071 $498K
Johnson Financial Group, Inc. 0.02% Reduce -3.8% 12,040 $497K
Drake & Associates, LLC 0.18% Add +7.3% 12,023 $496K
Brass Tax Wealth Management, Inc. 0.10% New 12,023 $496K
Handelsbanken Fonder AB 0.00% No change 11,923 $492K
Tower Research Capital LLC (TRC) 0.01% Add +110.9% 11,680 $482K
Wesbanco Bank Inc. 0.02% No change 11,531 $476K
Mutual of America Capital Management LLC 0.01% Reduce -2.8% 11,491 $474K
Hendershot Investments Inc. 0.07% Reduce -2.1% 11,475 $474K
Inceptionr LLC 0.13% Add +47.5% 11,474 $474K
Sanctuary Advisors, LLC 0.00% — 11,077 $465K
HighTower Advisors, LLC 0.00% Reduce -12.2% 11,289 $464K
Crescent Grove Advisors, LLC 0.05% Reduce -11.1% 11,200 $462K
Martingale Asset Management L P 0.01% Reduce -16.0% 11,150 $460K
Morse Asset Management, Inc 0.11% Add +3.0% 10,435 $431K
XTX Topco Ltd 0.04% Add +129.9% 10,269 $424K
Optimist Retirement Group LLC 0.22% New 10,026 $414K
ProShare Advisors LLC 0.00% Reduce -23.2% 9,632 $398K
Renaissance Technologies 0.00% New 9,400 $388K
Commonwealth Equity Services, LLC 0.00% Reduce -56.1% 9,319 $385K
Smith Group Asset Management, LLC 0.03% Add +0.6% 9,187 $379K
Parallel Advisors, LLC 0.01% Add +0.1% 9,145 $377K
Campbell & CO Investment Adviser LLC 0.03% Add +17.5% 8,953 $369K
Apollon Wealth Management, LLC 0.01% Reduce -26.1% 8,930 $369K
ARGA Investment Management, LP 0.01% No change 8,885 $367K
Marshall Wace, LLP 0.00% New 8,875 $366K
Glenmede Trust Co. NA 0.00% New 8,861 $366K
Allspring Global Investments Holdings, LLC 0.00% Add +50.2% 8,857 $366K
RDA Financial Network 0.12% Add +2.8% 8,843 $365K
Citadel Advisors 0.00% New 8,836 $365K
Praxis Investment Management Inc. 0.03% No change 8,840 $362K
MQS Management LLC 0.22% New 8,763 $362K
Prelude Capital Management, LLC 0.03% Reduce -5.3% 8,728 $360K
Public Employees Retirement Association of Colorado 0.00% No change 8,486 $350K
Caprock Group, LLC 0.01% Add +3.7% 8,255 $341K
Olympiad Research LP 0.25% Reduce -2.4% 8,225 $339K
Pictet Asset Management Holding SA 0.00% No change 8,193 $338K
Creative Planning 0.00% Reduce -32.7% 8,143 $336K
Quantum Private Wealth, LLC 0.12% Reduce -5.2% 8,029 $331K
Kestra Advisory Services, LLC 0.00% Add +16.5% 7,631 $315K
Guinness Asset Management LTD 0.01% Reduce -7.7% 7,625 $315K
MeadowBrook Investment Advisors LLC 0.30% Add +12.3% 7,623 $315K
Raymond James Trust N.A. 0.01% Add +1.9% 7,487 $309K
Ausdal Financial Partners, Inc. 0.03% No change 7,450 $307K
Curated Wealth Partners LLC 0.04% — 7,377 $304K
National Bank of Canada 0.00% Reduce -0.6% 7,546 $303K
Mosaic Family Wealth Partners, LLC 0.05% No change 7,262 $300K
IFG Advisory, LLC 0.02% New 7,233 $299K
Algert Global LLC 0.01% New 6,947 $287K
D.A. Davidson & Co. 0.00% No change 6,860 $283K
Gsa Capital Partners LLP 0.02% New 6,642 $274K
Versor Investments LP 0.05% Reduce -24.9% 6,621 $273K
Steward Partners Investment Advisory, LLC 0.00% No change 6,616 $273K
Oxford Asset Management LLP 0.26% New 6,427 $265K
Ameritas Investment Partners, Inc. 0.01% No change 6,364 $263K
Kolinsky Wealth Management, LLC 0.18% No change 6,091 $251K
Belpointe Asset Management LLC 0.02% Add +16.7% 6,075 $251K
Nations Financial Group Inc, /Ia/ 0.02% Add +1.1% 6,055 $250K
HSBC Holdings PLC 0.00% Reduce -86.7% 5,746 $238K
Redwood Wealth Management Group, LLC 0.17% Add +0.2% 5,569 $230K
Teza Capital Management LLC 0.03% New 5,479 $226K
Aptus Capital Advisors, LLC 0.00% Add +0.4% 5,349 $221K
Guardian Wealth Advisors, LLC / NC 0.03% No change 5,282 $218K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -48.3% 5,219 $215K
Trajan Wealth LLC 0.01% Reduce -6.1% 4,997 $206K
World Investment Advisors 0.01% No change 4,945 $204K
Baird Financial Group, Inc. 0.00% No change 4,870 $201K
Dogwood Wealth Management LLC 0.12% Add +99.5% 4,759 $196K
PNC Financial Services Group, Inc. 0.00% Add +2.9% 4,334 $179K
US Bancorp \de 0.00% Reduce -4.1% 3,687 $152K
Walleye Capital LLC 0.00% New 3,634 $150K
Meeder Asset Management Inc. 0.01% New 2,539 $105K
nVerses Capital, LLC 0.06% New 2,500 $103K
Lanark Financial, Inc. 0.01% No change 2,376 $98K
State of Wyoming 0.01% Reduce -49.4% 1,960 $81K
Sound Income Strategies, LLC 0.01% Reduce -10.0% 1,858 $77K
Benjamin F. Edwards & Company, Inc. 0.00% Add +75.6% 1,851 $76K
KBC Group NV 0.00% No change 1,805 $74K
Blue Trust, Inc. 0.00% New 1,563 $72K
Signaturefd, LLC 0.00% No change 1,646 $68K
Global Retirement Partners, LLC 0.00% Add +16.6% 1,633 $67K
Quarry LP 0.03% New 1,534 $63K
WealthCollab, LLC 0.04% Add +2.7% 1,507 $62K
Concourse Financial Group Securities, Inc. 0.00% No change 1,485 $61K
Huntington National Bank 0.00% Reduce -50.5% 1,361 $56K
Private Trust Co. NA 0.01% No change 1,326 $55K
HM Payson & Co. 0.00% No change 1,324 $55K
Farther Finance Advisors, LLC 0.00% Add +775.2% 1,164 $47K
Aquatic Capital Management LLC 0.00% New 1,100 $45K
Principal Securities, Inc. 0.00% Add +14.3% 1,071 $44K
Cranbrook Wealth Management, LLC 0.01% No change 1,000 $41K
Baldwin Wealth Partners LLC 0.00% No change 1,000 $41K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +10.5% 897 $37K
Eagle Bay Advisors LLC 0.02% No change 790 $33K
Scarborough Advisors, LLC 0.01% Add +1.4% 783 $32K
GAMMA Investing LLC 0.00% Add +81.5% 775 $32K
Nomura Asset Management Co. Ltd. 0.00% No change 770 $32K
Harbour Investments, Inc. 0.00% Add +1.5% 746 $31K
Hexagon Capital Partners LLC 0.01% Reduce -34.4% 708 $29K
MCF Advisors LLC 0.00% No change 677 $28K
Mather Group, Llc. 0.00% Add +1.4% 594 $27K
Creative Financial Designs Inc. 0.00% Add +1.4% 656 $27K
Allworth Financial LP 0.00% No change 612 $26K
Sunbelt Securities, Inc. 0.00% Add +1.1% 563 $23K
Whittier Trust Co. 0.00% Add +14.2% 563 $23K
Cwm, LLC 0.00% Reduce -13.5% 564 $23K
Quadrant Capital Group LLC 0.00% Reduce -14.8% 557 $23K
Legend Financial Advisors, Inc. 0.01% No change 500 $21K
Avior Wealth Management, LLC 0.00% Reduce -2.6% 491 $20K
EverSource Wealth Advisors, LLC 0.00% Add +6.9% 342 $15K
Contravisory Investment Management, Inc. 0.00% No change 343 $14K
Bell Investment Advisors, Inc 0.00% Add +11.7% 333 $14K
Frazier Financial Advisors, LLC 0.01% Add +26.9% 326 $13K
First Community Trust NA 0.01% No change 300 $12K
Rise Advisors, LLC 0.01% Add +1.4% 280 $12K
Fifth Third Bancorp 0.00% Add +94.9% 267 $11K
Geneos Wealth Management Inc. 0.00% Add +67.3% 266 $11K
Aspect Partners, LLC 0.01% No change 250 $10K
Valley National Advisers Inc. 0.00% No change 200 $8K
Lindbrook Capital, LLC 0.00% Reduce -4.6% 186 $8K
Russell Investments Group, Ltd. 0.00% Add +111.0% 173 $7K
CIBC Private Wealth Group LLC 0.00% No change 160 $6K
UMB Bank, n.a. 0.00% Add +46.1% 152 $6K
Whittier Trust Co. of Nevada Inc. 0.00% No change 145 $6K
Gables Capital Management Inc. 0.00% No change 137 $6K
First Pacific Financial 0.00% New 135 $6K
Smithfield Trust Co 0.00% No change 132 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $5K
Cypress Capital, LLC 0.00% New 120 $5K
Cullen/Frost Bankers, Inc. 0.00% New 119 $5K
Fortitude Family Office, LLC 0.00% No change 114 $5K
Richardson Capital Management LLC 0.00% No change 108 $4K
First Horizon Advisors, Inc. 0.00% No change 106 $4K
LRI Investments, LLC 0.00% No change 101 $4K
Caitlin John, LLC 0.00% Add +1.3% 78 $3K
Bessemer Group Inc. 0.00% No change 67 $3K
CVA Family Office, LLC 0.00% New 69 $3K
Smartleaf Asset Management LLC 0.00% New 67 $3K
Continuum Advisory, LLC 0.00% No change 54 $2K
Farmers & Merchants Investments Inc. 0.00% No change 45 $2K
RFP Financial Group LLC 0.00% No change 39 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.7% 36 $1K
JFS Wealth Advisors, LLC 0.00% No change 32 $1K
Rothschild Investment LLC 0.00% Add +500.0% 30 $1K
Spire Wealth Management 0.00% No change 30 $1K
Innealta Capital, LLC 0.00% New 29 $1K
Abich Financial Wealth Management LLC 0.00% New 25 $1K
ORG Partners LLC 0.00% No change 20 $822
Northwestern Mutual Wealth Management Co. 0.00% Add +58.3% 19 $784
Private Wealth Management Group, LLC 0.00% No change 17 $702
FinTrust Capital Advisors, LLC 0.00% No change 15 $620
CoreCap Advisors, LLC 0.00% New 15 $619
Versant Capital Management, Inc 0.00% Reduce -78.2% 12 $495
SJS Investment Consulting Inc. 0.00% No change 11 $454
NewEdge Advisors, LLC 0.00% Add +10.0% 11 $454
Parkside Financial Bank & Trust 0.00% Add +66.7% 10 $413
WR Wealth Planners, LLC 0.00% No change 8 $330
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 7 $289
TFC Financial Management, Inc. 0.00% New 1 $42
Larson Financial Group LLC 0.00% New 1 $41
Covestor Ltd 0.00% Reduce -99.4% 4 $0

"% of holder's portfolio" is APAM's weight in each manager's 13F, not the share of Artisan Partners Asset Ma -A the manager owns.