Who owns APAM
373 institutions reported holding APAM for 2026Q1, together 102% of the company, more than the 373 a quarter earlier.
373
Institutions reporting a position · as of 2026Q1 · up from 373 the quarter before
- Shares held by institutions
- 67.2M
Shares held by institutions · 102% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $2.45B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 44%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 43
- Positions exited
- 48
- Added to
- 139
- Reduced
- 118
- Top 10 holdersof the company
- 60%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 373 | 67.2M | $2.45B |
| 2025Q4 | 373 | 65.4M | $2.67B |
| 2025Q3 | 391 | 65.1M | $2.82B |
| 2025Q2 | 363 | 63.0M | $2.79B |
| 2025Q1 | 354 | 63.5M | $2.48B |
| 2024Q4 | 357 | 63.8M | $2.75B |
| 2024Q3 | 340 | 62.6M | $2.71B |
| 2024Q2 | 332 | 61.1M | $2.52B |
| 2024Q1 | 328 | 61.1M | $2.80B |
| 2023Q4 | 308 | 60.3M | $2.67B |
| 2023Q3 | 296 | 62.2M | $2.33B |
| 2023Q2 | 278 | 65.3M | $2.54B |
| 2023Q1 | 254 | 57.2M | $1.83B |
| 2022Q4 | 269 | 57.1M | $1.70B |
| 2022Q3 | 257 | 55.9M | $1.51B |
| 2022Q2 | 266 | 54.6M | $1.94B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Inc. | 10.4M | 16% | $377M |
| VANGUARD GROUP INC | 7.8M | 12% | $283M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.6M | 8.4% | $202M |
| STATE STREET CORP | 2.8M | 4.3% | $103M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.6M | 3.9% | $94M |
| Charles Schwab Trust Co | 2.5M | 3.9% | $93M |
| MORGAN STANLEY | 2.1M | 3.2% | $77M |
| GEODE CAPITAL MANAGEMENT LLC | 2.1M | 3.1% | $76M |
| Channing Capital Management, LLC | 1.9M | 2.9% | $70M |
| DIMENSIONAL FUND ADVISORS LP | 1.7M | 2.5% | $61M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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