Artisan Partners Asset Management Inc. (APAM) — Institutional Holders, Q2 2026 (page 4)
382 institutional investment managers reported a APAM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 382. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
APAM 13F holders ranked 301–382 of 382
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Triumph Capital Management#301 · 800 sh | 800 | $27.6K | — | +14.3% |
| 302 | HARBOUR INVESTMENTS#302 · 787 sh | 787 | $27.2K | <0.01% | -3.8% |
| 303 | NOMURA ASSET MANAGEMENT LTD#303 · 770 sh | 770 | $26.6K | <0.01% | 0.0% |
| 304 | Community Bank, N.A.#304 · 763 sh | 763 | $26.3K | <0.01% | 0.0% |
| 305 | OLD POINT & FINANCIAL SERVICES N A#305 · 757 sh | 757 | $26.1K | <0.01% | New |
| 306 | V-Square Quantitative Management#306 · 733 sh | 733 | $25.3K | — | +9.7% |
| 307 | Smartleaf Asset Management#307 · 681 sh | 681 | $23.8K | <0.01% | 0.0% |
| 308 | Optiver Holding B.V.#308 · 689 sh | 689 | $23.8K | 0.00% | New |
| 309 | Measured Wealth Private Client Group#309 · 685 sh | 685 | $23.7K | <0.01% | -60.2% |
| 310 | MassMutual Private Wealth & , FSB#310 · 678 sh | 678 | $23.4K | — | +0.7% |
| 311 | Sterling Capital Management#311 · 665 sh | 665 | $23.0K | — | -42.6% |
| 312 | UMB Bank, n.a.#312 · 642 sh | 642 | $22.2K | <0.01% | -0.5% |
| 313 | Kemnay Advisory Services#313 · 520 sh | 520 | $18.0K | <0.01% | +3.0% |
| 314 | Richardson Capital Management#314 · 513 sh | 513 | $17.7K | — | +1.0% |
| 315 | MJT & Associates Financial Advisory Group#315 · 450 sh | 450 | $15.5K | — | 0.0% |
| 316 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#316 · 450 sh | 450 | $15.5K | 0.00% | New |
| 317 | MATHER GROUP#317 · 407 sh | 407 | $14.1K | — | 0.0% |
| 318 | Kilter Group#318 · 403 sh | 403 | $13.9K | <0.01% | +106.7% |
| 319 | CoreFirst Bank#319 · 395 sh | 395 | $13.6K | <0.01% | 0.0% |
| 320 | HM PAYSON#320 · 355 sh | 355 | $12.3K | <0.01% | 0.0% |
| 321 | SJS Investment Consulting#321 · 326 sh | 326 | $11.3K | — | +3975.0% |
| 322 | FIRST COMMUNITY NA#322 · 300 sh | 300 | $10.4K | — | 0.0% |
| 323 | Core Alternative Capital#323 · 300 sh | 300 | $10.4K | <0.01% | 0.0% |
| 324 | Geneos Wealth Management#324 · 292 sh | 292 | $10.1K | <0.01% | +22.7% |
| 325 | Bare Financial Services#325 · 291 sh | 291 | $10.0K | <0.01% | +132.8% |
| 326 | LRI Investments#326 · 290 sh | 290 | $10.0K | <0.01% | +23.4% |
| 327 | Larson Financial Group#327 · 282 sh | 282 | $9.7K | <0.01% | -49.3% |
| 328 | Aspect Partners#328 · 250 sh | 250 | $8.6K | — | 0.0% |
| 329 | VALLEY NATIONAL ADVISERS#329 · 200 sh | 200 | $6.9K | — | 0.0% |
| 330 | Marquette Asset Management#330 · 166 sh | 166 | $5.7K | — | 0.0% |
| 331 | TrueNorth#331 · 150 sh | 150 | $5.2K | <0.01% | +50.0% |
| 332 | BROWN BROTHERS HARRIMAN#332 · 138 sh | 138 | $4.8K | 0.00% | 0.0% |
| 333 | GABLES CAPITAL MANAGEMENT#333 · 137 sh | 137 | $4.7K | <0.01% | 0.0% |
| 334 | Fortitude Family Office#334 · 136 sh | 136 | $4.7K | — | +10.6% |
| 335 | Bell Investment Advisors#335 · 132 sh | 132 | $4.6K | <0.01% | -3.6% |
| 336 | Silver Grove Financial Group#336 · 125 sh | 125 | $4.3K | <0.01% | New |
| 337 | Mitsubishi UFJ Asset Management , Ltd.#337 · 121 sh | 121 | $4.2K | 0.00% | -80.9% |
| 338 | ASSETMARK#338 · 120 sh | 120 | $4.1K | — | 0.0% |
| 339 | Cornerstone Financial Management#339 · 116 sh | 116 | $4.0K | <0.01% | +63.4% |
| 340 | ROTHSCHILD INVESTMENT#340 · 101 sh | 101 | $3.5K | <0.01% | -9.8% |
| 341 | IFP Advisors#341 · 99 sh | 99 | $3.4K | — | -90.4% |
| 342 | CVA Family Office#342 · 87 sh | 87 | $3.0K | <0.01% | +47.5% |
| 343 | LifeSteps Financial#343 · 80 sh | 80 | $2.8K | — | New |
| 344 | Caitlin John#344 · 75 sh | 75 | $2.6K | <0.01% | -11.8% |
| 345 | Clearstead Advisors#345 · 74 sh | 74 | $2.6K | 0.00% | New |
| 346 | Keating Financial Advisory Services#346 · 62 sh | 62 | $2.1K | <0.01% | +1140.0% |
| 347 | ACTION POINT FINANCIAL PLANNING#347 · 60 sh | 60 | $2.0K | <0.01% | New |
| 348 | Ares Financial Consulting#348 · 55 sh | 55 | $1.9K | — | 0.0% |
| 349 | Stone House Investment Management#349 · 51 sh | 51 | $1.8K | — | +920.0% |
| 350 | KELLEHER FINANCIAL ADVISORS#350 · 50 sh | 50 | $1.7K | <0.01% | New |
| 351 | Noble Wealth Management PBC#351 · 50 sh | 50 | $1.7K | — | New |
| 352 | FARMERS & MERCHANTS INVESTMENTS#352 · 45 sh | 45 | $1.6K | — | 0.0% |
| 353 | JFS WEALTH ADVISORS#353 · 41 sh | 41 | $1.4K | <0.01% | +32.3% |
| 354 | Transamerica Financial Advisors#354 · 32 sh | 32 | $1.1K | <0.01% | 0.0% |
| 355 | Quarry#355 · 29 sh | 29 | $1.0K | <0.01% | New |
| 356 | Avion Wealth#356 · 42 sh | 42 | $1.0K | <0.01% | 0.0% |
| 357 | Plante Moran Financial Advisors#357 · 25 sh | 25 | $863.00 | 0.00% | New |
| 358 | PRIVATE NA#358 · 20 sh | 20 | $691.00 | — | 0.0% |
| 359 | Private Wealth Management Group#359 · 17 sh | 17 | $588.00 | — | 0.0% |
| 360 | Creative Capital Management Investments#360 · 16 sh | 16 | $552.00 | <0.01% | New |
| 361 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#361 · 15 sh | 15 | $518.00 | 0.00% | 0.0% |
| 362 | Bay Harbor Wealth Management#362 · 15 sh | 15 | $518.00 | <0.01% | +150.0% |
| 363 | JPL Wealth Management#363 · 15 sh | 15 | $518.00 | <0.01% | 0.0% |
| 364 | Dogwood Wealth Management#364 · 15 sh | 15 | $518.00 | <0.01% | -99.7% |
| 365 | Bruce G. Allen Investments#365 · 14 sh | 14 | $483.00 | <0.01% | 0.0% |
| 366 | Crewe Advisors#366 · 13 sh | 13 | $449.00 | 0.00% | 0.0% |
| 367 | Rialto Wealth Management#367 · 11 sh | 11 | $380.00 | <0.01% | -63.3% |
| 368 | GILPIN WEALTH MANAGEMENT#368 · 11 sh | 11 | $380.00 | — | New |
| 369 | HFM Investment Advisors#369 · 9 sh | 9 | $311.00 | <0.01% | +350.0% |
| 370 | Arlington#370 · 7 sh | 7 | $242.00 | — | 0.0% |
| 371 | DiNuzzo Private Wealth#371 · 6 sh | 6 | $208.00 | — | 0.0% |
| 372 | TD PRIVATE CLIENT WEALTH#372 · 5 sh | 5 | $173.00 | 0.00% | 0.0% |
| 373 | Davis Capital Management#373 · 4 sh | 4 | $138.00 | — | New |
| 374 | Ankerstar Wealth#374 · 4 sh | 4 | $138.00 | <0.01% | -50.0% |
| 375 | AMERIFLEX GROUP#375 · 4 sh | 4 | $138.00 | <0.01% | 0.0% |
| 376 | GHP Investment Advisors#376 · 3 sh | 3 | $104.00 | — | 0.0% |
| 377 | DecisionPoint Financial#377 · 2 sh | 2 | $68.00 | 0.00% | New |
| 378 | MARYLAND CAPITAL ADVISORS#378 · 1 sh | 1 | $35.00 | — | — |
| 379 | CULLEN/FROST BANKERS#379 · 1 sh | 1 | $19.00 | 0.00% | -87.5% |
| 380 | Capital Advisors, Ltd.#380 · 13 sh | 13 | $0.00 | 0.00% | +30.0% |
| 381 | Navigoe#381 · 3 sh | 3 | $0.00 | 0.00% | New |
| 382 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#382 · 79,137 sh | 79,137 | — | — | -6.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.