DaveManuel.com · Institutional Ownership · Who Owns It
ARTISAN PARTNERS ASSET MGMT (APAM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
384
Reporting holders
$2.4B
Reported value
0.1%
Calls
0.3%
Puts
-4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $386.7M | 11,198,383 | 0.01% | 8q | +8.1%+$28.9M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $178.6M | 5,171,453 | 0.55% | 31q | -7.1%-$13.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $145.3M | 4,209,313 | 0.01% | 2q | +1.9%+$2.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $105.8M | 3,062,850 | 0.00% | 2q | +1.0%+$1.1M |
| STATE STREET CORP | $101.8M | 2,948,649 | 0.00% | 31q | +3.7%+$3.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $97.1M | 2,812,323 | 0.01% | 31q | +10.3%+$9.1M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $85.2M | 2,466,770 | 0.75% | 19q | -4.7%-$4.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $78.0M | 2,258,283 | 0.00% | 31q | +8.7%+$6.3M |
| MORGAN STANLEY | $68.4M | 1,982,177 | 0.00% | 35q | -6.0%-$4.3M |
| Channing Capital Management, LLC | $64.1M | 1,856,106 | 1.48% | 31q | -2.8%-$1.9M |
| DIMENSIONAL FUND ADVISORS LP | $60.2M | 1,742,180 | 0.01% | 31q | +4.3%+$2.5M |
| VICTORY CAPITAL MANAGEMENT INC | $59.7M | 1,729,618 | 0.03% | 30q | +20.7%+$10.3M |
| WASATCH ADVISORS LP | $58.8M | 1,704,243 | 0.39% | 30q | +8.4%+$4.6M |
| Fisher Asset Management, LLC | $44.0M | 1,275,352 | 0.01% | 31q | -2.7%-$1.2M |
| ROYCE & ASSOCIATES LP | $33.8M | 978,485 | 0.27% | 31q | +0.5%+$181.6K |
| NORTHERN TRUST CORP | $30.1M | 872,956 | 0.00% | 31q | +3.1%+$906.4K |
| GOLDMAN SACHS GROUP INC | $28.1M | 814,071 | 0.00% | 31q | +42.3%+$8.4M |
| CITADEL ADVISORS LLC | $27.7M incl. $1.4M options CALL+PUT | 760,422 | 0.00% | 31q | +35.4%+$7.2M |
| FEDERATED HERMES, INC. | $26.7M | 773,679 | 0.04% | 30q | +2.1%+$540.8K |
| UBS Group AG | $24.1M | 697,380 | 0.00% | 31q | +161.3%+$14.9M |
| WELLS FARGO & COMPANY/MN | $22.1M | 640,424 | 0.00% | 31q | +2.4%+$513.5K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $20.5M | 594,780 | 1.02% | 7q | +7.9%+$1.5M |
| Invesco Ltd. | $20.4M | 591,812 | 0.00% | 31q | +1.9%+$389.6K |
| D. E. Shaw & Co., Inc. | $17.7M | 513,655 | 0.01% | 6q | +50.0%+$5.9M |
| Public Sector Pension Investment Board | $17.6M | 509,349 | 0.05% | 13q | -16.8%-$3.5M |
| Capital World Investors | $17.6M | 509,214 | 0.00% | 31q | -51.9%-$19.0M |
| VANGUARD FIDUCIARY TRUST CO | $16.8M | 485,694 | 0.00% | 2q | +3.7%+$598.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $16.8M | 485,567 | 0.02% | 31q | -2.6%-$442.1K |
| NATIXIS ADVISORS, LLC | $15.3M | 442,125 | 0.02% | 26q | +1.3%+$192.4K |
| Nuveen, LLC | $15.2M | 440,467 | 0.00% | 6q | +16.7%+$2.2M |
| CRAWFORD INVESTMENT COUNSEL INC | $14.7M | 426,937 | 0.25% | 21q | -19.3%-$3.5M |
| RAYMOND JAMES FINANCIAL INC | $14.2M | 410,210 | 0.00% | 7q | -7.0%-$1.1M |
| Bank of New York Mellon Corp | $14.1M | 407,000 | 0.00% | 31q | +2.6%+$358.2K |
| BARCLAYS PLC | $13.3M | 386,069 | 0.00% | 31q | -30.4%-$5.8M |
| TUDOR INVESTMENT CORP ET AL | $13.3M | 385,102 | 0.02% | 4q | +8.6%+$1.1M |
| SPROTT INC. | $12.5M | 362,095 | 0.40% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $11.9M | 345,126 | 0.01% | 14q | +0.6%+$67.6K |
| RENAISSANCE TECHNOLOGIES LLC | $11.2M | 325,748 | 0.02% | 9q | +14.6%+$1.4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $11.1M | 320,107 | 0.05% | 8q | -9.9%-$1.2M |
| MILLENNIUM MANAGEMENT LLC | $10.7M | 310,399 | 0.00% | 9q | -26.4%-$3.8M |
| BANK OF AMERICA CORP /DE/ | $9.5M | 276,132 | 0.00% | 31q | -19.6%-$2.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $9.5M | 274,870 | 0.02% | 7q | +146.6%+$5.6M |
| Creative Planning | $9.4M | 270,959 | 0.01% | 4q | +128.6%+$5.3M |
| Jump Financial, LLC | $9.2M | 266,952 | 0.07% | new | NEW |
| Point72 Asset Management, L.P. | $8.3M | 240,579 | 0.01% | 4q | +5.4%+$424.6K |
| TWO SIGMA INVESTMENTS, LP | $8.1M | 233,307 | 0.01% | 13q | -8.5%-$748.1K |
| Qube Research & Technologies Ltd | $7.9M | 229,306 | 0.01% | 10q | -51.6%-$8.4M |
| AQR CAPITAL MANAGEMENT LLC | $7.6M | 218,782 | 0.00% | 31q | +55.1%+$2.7M |
| AMERIPRISE FINANCIAL INC | $7.4M | 214,710 | 0.00% | 31q | -2.1%-$159.1K |
| FRANKLIN RESOURCES INC | $6.8M | 196,902 | 0.00% | 13q | -3.3%-$229.6K |
| Legal & General Group Plc | $6.6M | 192,195 | 0.00% | 31q | +3.4%+$218.7K |
| ROYAL BANK OF CANADA | $6.4M | 184,166 | 0.00% | 31q | -5.8%-$388.5K |
| AMERICAN CENTURY COMPANIES INC | $5.9M | 170,297 | 0.00% | 23q | +9.9%+$531.8K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $5.8M | 167,571 | 0.02% | 23q | +574.7%+$4.9M |
| TOWLE & CO | $5.8M | 167,060 | 1.95% | new | NEW |
| RHUMBLINE ADVISERS | $5.8M | 166,553 | 0.00% | 31q | -8.7%-$545.0K |
| SEI INVESTMENTS CO | $5.7M | 164,005 | 0.00% | 31q | +13.3%+$663.9K |
| FIRST TRUST ADVISORS LP | $5.6M | 163,042 | 0.00% | 29q | +6.6%+$349.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.6M | 162,644 | 0.00% | 31q | -9.2%-$566.6K |
| Man Group plc | $5.3M | 153,291 | 0.01% | 31q | +12.0%+$566.0K |
| ALPS ADVISORS INC | $5.2M | 150,020 | 0.02% | 26q | +2.9%+$144.9K |
| Vestcor Inc | $4.8M | 138,557 | 0.12% | 25q | +28.7%+$1.1M |
| Swiss National Bank | $4.8M | 138,300 | 0.00% | 31q | -0.6%-$27.6K |
| CAPTRUST FINANCIAL ADVISORS | $4.7M | 135,789 | 0.01% | 27q | -1.1%-$50.3K |
| ALGERT GLOBAL LLC | $4.6M | 132,190 | 0.05% | new | NEW |
| Empowered Funds, LLC | $4.4M | 127,249 | 0.02% | new | NEW |
| Ruffer LLP | $4.2M | 122,211 | 0.15% | 2q | +23.7%+$808.1K |
| Edgestream Partners, L.P. | $4.0M | 114,667 | 0.12% | 4q | -47.4%-$3.6M |
| Moody Aldrich Partners LLC | $3.9M | 113,059 | 0.70% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 109,294 | 0.00% | 31q | +3.2%+$115.3K |
| Twelve Points Wealth Management LLC | $3.8M | 109,104 | 0.75% | 19q | +33.9%+$952.8K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $3.6M | 105,647 | 0.00% | 21q | -36.1%-$2.1M |
| CITIGROUP INC | $3.5M | 102,803 | 0.00% | 31q | +82.3%+$1.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.3M | 95,369 | 0.00% | 30q | +19.3%+$533.8K |
| ISTHMUS PARTNERS, LLC | $3.3M | 94,792 | 0.32% | 16q | +4.1%+$128.5K |
| JPMORGAN CHASE & CO | $3.2M | 89,061 | 0.00% | 31q | -8.8%-$313.4K |
| Morningstar Investment Management LLC | $3.2M | 88,669 | 0.20% | 4q | HELD |
| Holocene Advisors, LP | $3.2M | 92,415 | 0.01% | 19q | +38.3%+$884.5K |
| NAVELLIER & ASSOCIATES INC | $2.9M | 85,193 | 0.23% | 3q | +4.2%+$117.8K |
| ALLIANCEBERNSTEIN L.P. | $2.9M | 80,522 | 0.00% | 31q | +7.9%+$215.6K |
| Brevan Howard Capital Management LP | $2.9M | 84,346 | 0.02% | 2q | +442.9%+$2.4M |
| PEAK6 LLC | $2.9M incl. $2.6M options PUT | 8,980 | 0.01% | 2q | -44.0%-$2.3M |
| REGIONS FINANCIAL CORP | $2.9M | 82,844 | 0.02% | 31q | -7.4%-$230.2K |
| HRT FINANCIAL LP | $2.8M | 81,100 | 0.01% | 6q | +2.1%+$56.7K |
| Pathstone Holdings, LLC | $2.8M | 80,326 | 0.01% | 11q | +15.9%+$381.3K |
| BNP PARIBAS FINANCIAL MARKETS | $2.8M | 79,772 | 0.00% | 31q | +15.1%+$362.2K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.7M | 79,137 | 0.00% | 31q | -6.7%-$195.3K |
| PRUDENTIAL FINANCIAL INC | $2.7M | 78,435 | 0.00% | 13q | -47.4%-$2.4M |
| DEUTSCHE BANK AG\ | $2.7M | 76,878 | 0.00% | 34q | +23.1%+$497.4K |
| ExodusPoint Capital Management, LP | $2.6M | 75,181 | 0.02% | 8q | +20.0%+$433.6K |
| Callan Family Office, LLC | $2.5M | 71,286 | 0.05% | 7q | -0.7%-$16.2K |
| Kestra Investment Management, LLC | $2.4M | 68,637 | 0.05% | 8q | +10.0%+$215.6K |
| Squarepoint Ops LLC | $2.3M | 66,967 | 0.00% | 8q | +39.8%+$658.5K |
| Quantbot Technologies LP | $2.3M | 65,346 | 0.09% | 5q | -35.9%-$1.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.2M | 63,661 | 0.00% | 26q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.1M | 61,094 | 0.00% | 2q | +5.1%+$101.8K |
| ROMANO BROTHERS AND COMPANY | $2.1M | 61,015 | 0.21% | 16q | -2.3%-$49.7K |
| Optimist Retirement Group LLC | $2.1M | 60,922 | 0.81% | 9q | +0.6%+$13.1K |
| Orion Porfolio Solutions, LLC | $2.1M | 60,193 | 0.02% | 21q | +1.1%+$23.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M incl. $1.4M options CALL+PUT | 18,843 | 0.00% | 31q | -25.6%-$712.0K |
Showing the largest 100 of 384 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-25 | 2026-09-23 | Material agreement entered Material agreement terminated | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-19 | Ramirez Gregory K | Executive Vice President | Sold | 7,000 | $298.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 97 | $92.7M | 2,566,511 | 16 | 27 | 26 | 0.0% |
| Q2 2026 | 384 | $2.4B | 69,658,614 | 50 | 153 | 109 | 0.3% |
| Q1 2026 | 388 | $2.5B | 67,707,867 | 44 | 145 | 127 | 0.3% |
| Q4 2025 | 384 | $2.7B | 65,678,346 | 26 | 141 | 128 | 0.2% |
| Q3 2025 | 398 | $2.8B | 65,404,759 | 53 | 163 | 105 | 0.3% |
| Q2 2025 | 369 | $2.8B | 63,485,901 | 56 | 129 | 120 | 0.4% |
| Q1 2025 | 358 | $2.5B | 64,114,160 | 43 | 137 | 114 | 0.2% |
| Q4 2024 | 359 | $2.8B | 64,143,109 | 38 | 136 | 94 | 0.3% |
| Q3 2024 | 344 | $2.7B | 62,840,515 | 42 | 133 | 99 | 0.3% |
| Q2 2024 | 335 | $2.5B | 61,401,375 | 38 | 123 | 84 | 0.3% |
| Q1 2024 | 338 | $3.0B | 65,221,295 | 51 | 116 | 96 | 0.5% |
| Q4 2023 | 319 | $2.8B | 62,539,253 | 37 | 91 | 113 | 0.9% |
| Q3 2023 | 304 | $2.4B | 62,493,300 | 45 | 85 | 106 | 0.7% |
| Q2 2023 | 285 | $2.6B | 64,688,930 | 51 | 102 | 64 | 0.7% |
| Q1 2023 | 264 | $1.9B | 57,782,915 | 42 | 101 | 64 | 0.8% |
| Q4 2022 | 275 | $1.7B | 57,394,376 | 43 | 97 | 83 | 0.6% |
| Q3 2022 | 244 | $1.8B | 67,862,688 | 31 | 90 | 72 | 0.6% |
| Q2 2022 | 261 | $2.4B | 66,277,419 | 34 | 89 | 78 | 0.6% |
| Q1 2022 | 264 | $2.5B | 64,127,061 | 32 | 102 | 81 | 0.9% |
| Q4 2021 | 298 | $3.7B | 76,660,666 | 32 | 102 | 96 | 0.6% |
| Q3 2021 | 299 | $3.9B | 79,259,462 | 33 | 102 | 86 | 0.5% |
| Q2 2021 | 310 | $4.2B | 82,780,168 | 35 | 114 | 98 | 0.3% |
| Q1 2021 | 317 | $4.2B | 81,096,157 | 69 | 108 | 100 | 0.2% |
| Q4 2020 | 280 | $3.8B | 74,725,597 | 39 | 82 | 94 | 0.3% |
| Q3 2020 | 251 | $5.5B | 141,056,822 | 46 | 67 | 93 | 0.1% |
| Q2 2020 | 225 | $4.7B | 144,130,108 | 32 | 78 | 84 | 0.0% |
| Q1 2020 | 219 | $3.6B | 165,858,557 | 39 | 82 | 67 | 0.1% |
| Q4 2019 | 212 | $4.6B | 141,942,527 | 24 | 70 | 65 | 0.0% |
| Q3 2019 | 208 | $4.0B | 141,115,345 | 20 | 71 | 70 | 0.0% |
| Q2 2019 | 223 | $3.9B | 141,030,448 | 46 | 74 | 59 | 0.1% |
| Q1 2019 | 210 | $3.6B | 140,235,913 | 43 | 75 | 60 | 0.8% |
| Q4 2018 | 193 | $2.7B | 121,166,088 | 3 | 2 | 6 | 0.0% |