Filing Research | APAM - ARTISAN PARTNERS ASSET MGMT CL A Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	2.5MSH	$85.2M
2	WASATCH ADVISORS LP	Shares	1.7MSH	$58.8M
3	MOODY ALDRICH PARTNERS LLC	Shares	113.1KSH	$3.9M
4	ISTHMUS PARTNERS, LLC	Shares	94.8KSH	$3.3M
5	Morningstar Investment Management LLC	Shares	88.7KSH	$3.2M
6	ROMANO BROTHERS AND COMPANY	Shares	61.0KSH	$2.1M
7	Mirae Asset Global Investments Co., Ltd.	Shares	59.3KSH	$2.0M
8	Carolina Wealth Advisors, LLC	Shares	56.6KSH	$2.0M
9	Hennion & Walsh Asset Management, Inc.	Shares	35.5KSH	$1.2M
10	QRG CAPITAL MANAGEMENT, INC.	Shares	33.5KSH	$1.2M
11	Louisiana State Employees Retirement System	Shares	31.1KSH	$1.1M
12	Y-Intercept (Hong Kong) Ltd	Shares	26.8KSH	$924.5K
13	BURNEY CO/	Shares	24.0KSH	$828.7K
14	Assenagon Asset Management S.A.	Shares	20.3KSH	$700.1K
15	Police & Firemen's Retirement System of New Jersey	Shares	19.0KSH	$656.8K
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.7KSH	$647.4K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.8KSH	$581.3K
18	GREATMARK INVESTMENT PARTNERS, INC.	Shares	16.7KSH	$577.5K
19	Envestnet Portfolio Solutions, Inc.	Shares	15.3KSH	$529.0K
20	FIRST CITIZENS BANK & TRUST CO	Shares	13.1KSH	$451.4K
21	Range Financial Group LLC	Shares	12.7KSH	$438.6K
22	MeadowBrook Investment Advisors LLC	Shares	10.1KSH	$349.0K
23	B. Riley Wealth Advisors, Inc.	Shares	9.6KSH	$334.8K
24	Salvus Wealth Management, LLC	Shares	9.7KSH	$333.2K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.9KSH	$323.9K
26	Impact Capital Partners LLC	Shares	8.8KSH	$302.2K
27	D.A. DAVIDSON & CO.	Shares	6.9KSH	$236.9K
28	SIGNATUREFD, LLC	Shares	6.7KSH	$230.4K
29	JUNCTURE WEALTH STRATEGIES, LLC	Shares	6.4KSH	$220.5K
30	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	6.1KSH	$211.8K
31	EverSource Wealth Advisors, LLC	Shares	4.5KSH	$153.7K
32	Farther Finance Advisors, LLC	Shares	2.6KSH	$89.9K
33	SBI Securities Co., Ltd.	Shares	2.0KSH	$69.8K
34	Versant Capital Management, Inc	Shares	1.7KSH	$57.3K
35	GAMMA Investing LLC	Shares	1.6KSH	$54.8K
36	LANARK FINANCIAL, INC.	Shares	1.5KSH	$51.8K
37	Triumph Capital Management	Shares	800SH	$27.6K
38	MassMutual Private Wealth & Trust, FSB	Shares	678SH	$23.4K
39	Richardson Capital Management LLC	Shares	513SH	$17.7K
40	MJT & Associates Financial Advisory Group, Inc.	Shares	450SH	$15.5K
41	HM PAYSON & CO	Shares	355SH	$12.3K
42	SJS Investment Consulting Inc.	Shares	326SH	$11.3K
43	FIRST COMMUNITY TRUST NA	Shares	300SH	$10.4K
44	LRI Investments, LLC	Shares	290SH	$10.0K
45	Aspect Partners, LLC	Shares	250SH	$8.6K
46	Marquette Asset Management, LLC	Shares	166SH	$5.7K
47	Fortitude Family Office, LLC	Shares	136SH	$4.7K
48	IFP Advisors, Inc	Shares	99SH	$3.4K
49	LifeSteps Financial, Inc.	Shares	80SH	$2.8K
50	Ares Financial Consulting, LLC	Shares	55SH	$1.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 80 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+132.7K	+$1.7M	$58.8M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+26.8K	+$924.5K	$924.5K
3	Assenagon Asset Management S.A. new	Shares	+20.3K	+$700.1K	$700.1K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+8.9K	+$323.9K	$323.9K
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+10.0K	+$254.0K	$2.0M
6	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+6.4K	+$220.5K	$220.5K
7	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+6.1K	+$211.8K	$211.8K
8	SIGNATUREFD, LLC added	Shares	+4.1K	+$136.9K	$230.4K
9	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.3K	+$58.5K	$1.2M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$55.0K	$656.8K
11	Salvus Wealth Management, LLC added	Shares	+1.8K	+$46.6K	$333.2K
12	B. Riley Wealth Advisors, Inc. added	Shares	+935	+$27.4K	$334.8K
13	Range Financial Group LLC added	Shares	+1.2K	+$20.5K	$438.6K
14	Versant Capital Management, Inc added	Shares	+560	+$17.3K	$57.3K
15	Farther Finance Advisors, LLC added	Shares	+612	+$17.1K	$89.9K
16	MeadowBrook Investment Advisors LLC added	Shares	+900	+$14.0K	$349.0K
17	SJS Investment Consulting Inc. added	Shares	+318	+$11.0K	$11.3K
18	LifeSteps Financial, Inc. new	Shares	+80	+$2.8K	$2.8K
19	Triumph Capital Management added	Shares	+100	+$2.2K	$27.6K
20	Noble Wealth Management PBC new	Shares	+50	+$1.7K	$1.7K
21	LRI Investments, LLC added	Shares	+55	+$1.5K	$10.0K
22	Creative Capital Management Investments LLC new	Shares	+16	+$552	$552
23	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+11	+$380	$380
24	JFS WEALTH ADVISORS, LLC added	Shares	+10	+$287	$1.4K
25	Fortitude Family Office, LLC added	Shares	+13	+$220	$4.7K
26	Davis Capital Management new	Shares	+4	+$138	$138
27	Capital Advisors, Ltd. LLC added	Shares	+3	$0	$0
28	Morningstar Investment Management LLC unchanged	Shares	0	$0	$3.2M
29	GHP Investment Advisors, Inc. unchanged	Shares	0	-$6	$104
30	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$11	$208
31	Arlington Trust Co LLC unchanged	Shares	0	-$13	$242
32	Crewe Advisors LLC unchanged	Shares	0	-$25	$449
33	Vermillion Wealth Management, Inc. exited	Shares	-1	-$36	$0
34	Handelsbanken Fonder AB unchanged	Shares	0	-$40	$740
35	AMALGAMATED BANK trimmed	Shares	-1.1K	-$76	$653
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-922	-$80	$865
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$84	$1.6K
38	Ares Financial Consulting, LLC unchanged	Shares	0	-$112	$1.9K
39	Marquette Asset Management, LLC unchanged	Shares	0	-$309	$5.7K
40	Aspect Partners, LLC unchanged	Shares	0	-$465	$8.6K
41	State of Alaska, Department of Revenue trimmed	Shares	-11.4K	-$478	$1.2K
42	FIRST COMMUNITY TRUST NA unchanged	Shares	0	-$558	$10.4K
43	HM PAYSON & CO unchanged	Shares	0	-$660	$12.3K
44	Richardson Capital Management LLC added	Shares	+5	-$783	$17.7K
45	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$837	$15.5K
46	MassMutual Private Wealth & Trust, FSB added	Shares	+5	-$1.1K	$23.4K
47	Wall Street Financial Group, Inc. exited	Shares	-45	-$1.6K	$0
48	Physician Wealth Advisors, Inc. exited	Shares	-57	-$2.1K	$0
49	BURNEY CO/ added	Shares	+1.1K	-$4.8K	$828.7K
50	SBI Securities Co., Ltd. trimmed	Shares	-32	-$4.9K	$69.8K

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