336 tracked 13F filers disclose a position in APAM as of the latest SEC 13F filings, a combined $2.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $377.0M | 10.4M | ▲+1.8% Added · +187K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $202.5M | 5.6M | ▼−2.6% Reduced · −151K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $150.3M | 4.1M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $110.3M | 3.0M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $101.8M | 2.9M | ▲+3.7% Added · +107K sh | Q2 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $92.8M | 2.5M | ▼−16% Reduced · −499K sh | Q1 2026 | |
| 7 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $85.2M | 2.5M | ▼−4.7% Reduced · −121K sh | Q2 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $78.0M | 2.3M | ▲+8.7% Added · +181K sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $76.7M | 2.1M | ▲+4.2% Added · +85K sh | Q1 2026 | |
| 10 | Channing Capital Management, LLC | $64.1M | 1.9M | ▼−2.8% Reduced · −54K sh | Q2 2026 | |
| 11 | WASATCH ADVISORS LP | $58.8M | 1.7M | ▲+8.4% Added · +133K sh | Q2 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $60.8M | 1.7M | ▲+1.9% Added · +31K sh | Q1 2026 | |
| 13 | VICTORY CAPITAL MANAGEMENT INC | $52.1M | 1.4M | ▲+9.1% Added · +120K sh | Q1 2026 | |
| 14 | Fisher Asset Management, LLC | $47.7M | 1.3M | ▼−9.0% Reduced · −130K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $30.8M | 847K | ▲+1.2% Added · +10K sh | Q1 2026 | |
| 16 | FEDERATED HERMES, INC. | $27.6M | 758K | ▲+12% Added · +79K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $22.8M | 626K | ▼−9.2% Reduced · −63K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $20.8M | 572K | ▲+31% Added · +134K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $20.4M | 562K | ▲+143% Added · +330K sh | Q1 2026 | |
| 20 | BARCLAYS PLC | $20.2M | 554K | ▼−12% Reduced · −75K sh | Q1 2026 | |
| 21 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $20.1M | 551K | ▲+26% Added · +113K sh | Q1 2026 | |
| 22 | CRAWFORD INVESTMENT COUNSEL INC | $19.3M | 529K | ▲+2.2% Added · +12K sh | Q1 2026 | |
| 23 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $17.6M | 509K | ▼−17% Reduced · −103K sh | Q2 2026 | |
| 24 | NEW YORK STATE COMMON RETIREMENT FUND | $18.1M | 498K | —Held | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | $17.2M | 473K | ▼−8.0% Reduced · −41K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in APAM and 32 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 184 funds | $241.6B |
| NVIDIA CORPNVDA | 182 funds | $364.4B |
| AMAZON.COM INCAMZN | 181 funds | $183.4B |
| META PLATFORMS INC-CLASS AMETA | 181 funds | $104.3B |
| ALPHABET INC-CL AGOOGL | 178 funds | $153.6B |
| ELI LILLY & COLLY | 176 funds | $77.1B |
| CHEVRON CORPCVX | 176 funds | $31.5B |
| APPLE INCAAPL | 175 funds | $275.3B |
| BROADCOM INCAVGO | 174 funds | $145.7B |
| JPMORGAN CHASE & COJPM | 174 funds | $58.0B |
| COSTCO WHOLESALE CORPCOST | 174 funds | $38.4B |
| VISA INC-CLASS A SHARESV | 173 funds | $56.4B |
Ranked by how many of APAM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Ramirez Gregory K | Executive Vice President | Sell (S) | 7K | $298K |
| Aug 4, 2025 | Ramirez Gregory K | Executive Vice President | Sell (S) | 3K | $116K |
| Jun 4, 2025 | DALEY CHARLES J JR | Exec VP, CFO & Treasurer, 10% Owner | Sell (S) | 15K | $625K |
| May 15, 2025 | Sellers Samuel Bentson | Executive Vice President | Sell (S) | 7K | $301K |
| Mar 7, 2025 | Ramirez Gregory K | Executive Vice President, 10% Owner | Sell (S) | 6K | $255K |
| Apr 30, 2024 | Ramirez Gregory K | Executive Vice President, 10% Owner | Sell (S) | 2K | $0 |
| Feb 8, 2024 | Ramirez Gregory K | Executive Vice President, 10% Owner | Sell (S) | 3K | $106K |
| May 9, 2023 | Ramirez Gregory K | Executive Vice President, 10% Owner | Sell (S) | 3K | $0 |
| Feb 15, 2023 | Sellers Samuel Bentson | Executive Vice President | Sell (S) | 10K | $354K |
| Dec 14, 2021 | COXE TENCH | Director | Buy (P) | 220K | $10.0M |
| May 14, 2021 | DALEY CHARLES J JR | Exec VP, CFO & Treasurer, 10% Owner | Sell (S) | 20K | $1.0M |
| Apr 30, 2021 | COXE TENCH | Director | Buy (P) | 98K | $5.0M |
Connected entities for APAM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/APAM/capital-change-brief"
Use Arkolith's capital_change_brief for APAM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for APAM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.