Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
370 institutional managers reported holding APAM for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 60%. 43 opened new positions; 49 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 10.36M | 15.67% | $377.1M | added +1.8% | ≤2013 |
| Vanguard Group | 7.77M | 11.75% | $282.8M | added +1% | ≤2013 |
| Kayne Anderson Rudnick Investment Management LLC | 5.56M | 8.41% | $202.5M | trimmed -2.6% | 2014 Q3 |
| State Street | 2.84M | 4.30% | $103.5M | unchanged | ≤2013 |
| Vaughan Nelson Investment Management, L.p. | 2.59M | 3.91% | $94.2M | added +12.6% | 2021 Q4 |
| Charles Schwab Investment Management | 2.55M | 3.85% | $92.8M | trimmed -16.4% | ≤2013 |
| Morgan Stanley | 2.11M | 3.19% | $76.7M | added +4.2% | ≤2013 |
| Geode Capital | 2.08M | 3.14% | $75.6M | added +5.4% | ≤2013 |
| Channing Capital Management, LLC | 1.91M | 2.89% | $69.5M | trimmed -2.9% | 2016 Q4 |
| Dimensional Fund Advisors | 1.67M | 2.53% | $60.8M | added +1.9% | 2014 Q3 |
| Wasatch Advisors LP | 1.57M | 2.38% | $57.2M | trimmed -5.3% | 2019 Q1 |
| Victory Capital Management INC | 1.43M | 2.17% | $52.1M | added +9.1% | 2019 Q1 |
| Fisher Investments | 1.31M | 1.98% | $47.7M | trimmed -9% | 2015 Q4 |
| Capital Group (American Funds) | 1.06M | 1.60% | $38.5M | added +16.3% | 2017 Q1 |
| Royce & Associates | 973.2k | 1.47% | $35.4M | trimmed -5.6% | ≤2013 |
| Northern Trust | 846.7k | 1.28% | $30.8M | added +1.2% | ≤2013 |
| Federated Hermes, INC. | 758.0k | 1.15% | $27.6M | added +11.7% | 2019 Q1 |
| Wells Fargo & COMPANY/MN | 625.6k | 0.95% | $22.8M | trimmed -9.2% | ≤2013 |
| Public Sector Pension Investment Board | 611.9k | 0.93% | $22.3M | added +14.3% | 2023 Q2 |
| Invesco | 580.5k | 0.88% | $21.1M | added +23.8% | ≤2013 |
| Goldman Sachs | 571.9k | 0.86% | $20.8M | added +30.6% | 2013 Q4 |
| Citadel Advisors | 561.5k | 0.85% | $20.4M | added +142.7% | 2018 Q2 |
| Barclays PLC | 554.4k | 0.84% | $20.2M | trimmed -11.9% | ≤2013 |
| Punch & Associates Investment Management, INC. | 551.3k | 0.83% | $20.1M | added +25.9% | 2024 Q4 |
| Crawford Investment Counsel INC | 529.3k | 0.80% | $19.3M | added +2.2% | 2021 Q2 |
| NEW York State Common Retirement Fund | 498.4k | 0.75% | $18.1M | unchanged | 2015 Q2 |
| Qube Research & Technologies LTD | 473.4k | 0.72% | $17.2M | trimmed -8% | 2024 Q1 |
| UBS | 446.0k | 0.67% | $16.2M | unchanged | ≤2013 |
| Raymond James Financial INC | 441.0k | 0.67% | $16.1M | added +2.7% | 2014 Q2 |
| Natixis Advisors, LLC | 436.6k | 0.66% | $15.9M | added +3.3% | 2020 Q1 |
| Millennium Management | 421.5k | 0.64% | $15.3M | added +86.5% | 2019 Q1 |
| BNY Mellon | 396.6k | 0.60% | $14.4M | trimmed -8.4% | ≤2013 |
| Nuveen | 377.4k | 0.57% | $13.7M | unchanged | 2019 Q2 |
| Sprott INC. | 362.1k | 0.55% | $13.2M | unchanged | 2016 Q3 |
| Voloridge Investment Management | 355.1k | 0.54% | $12.9M | added +55.3% | 2024 Q3 |
| Tudor Investment | 354.6k | 0.54% | $12.9M | added +480.6% | 2023 Q4 |
| Bank OF America CORP /DE/ | 343.5k | 0.52% | $12.5M | added +11% | ≤2013 |
| Principal Financial Group INC | 343.2k | 0.52% | $12.5M | trimmed -23.2% | 2019 Q2 |
| D. E. Shaw | 342.5k | 0.52% | $12.5M | added +121.5% | 2025 Q1 |
| Renaissance Technologies | 284.3k | 0.43% | $10.4M | trimmed -16.2% | 2024 Q2 |
| Two Sigma | 255.0k | 0.39% | $9.3M | added +900.4% | 2023 Q2 |
| BNP Paribas Financial Markets | 234.6k | 0.35% | $8.5M | added +14.6% | 2014 Q1 |
| Point72 | 228.3k | 0.34% | $8.3M | added +528.6% | 2025 Q3 |
| Ameriprise Financial INC | 219.3k | 0.33% | $8.0M | added +33% | 2013 Q3 |
| Edgestream Partners, L.p. | 218.0k | 0.33% | $7.9M | added +101.7% | 2025 Q3 |
| Franklin Resources | 203.6k | 0.31% | $7.4M | added +124.8% | 2023 Q2 |
| Royal Bank OF Canada | 195.4k | 0.30% | $7.1M | trimmed -2.7% | ≤2013 |
| Legal & General Group PLC | 185.9k | 0.28% | $6.8M | trimmed -5.4% | 2015 Q1 |
| Rhumbline Advisers | 182.3k | 0.28% | $6.6M | added +1.5% | ≤2013 |
| American Century Companies INC | 154.9k | 0.23% | $5.6M | added +39.5% | 2020 Q4 |
Largest 50 of 370 shown; the full ranked, searchable register is at boothcheck.com/holders/APAM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.