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Artisan Partners Asset Management Inc. (APAM)
USD39.54
+1.18 (+3.06%)
US NYSE Financial Services Asset Management
Address
875 East Wisconsin Avenue 53202
Milwaukee, WI, US
Milwaukee, WI, US
CEO
Jason A. Gottlieb
Website
artisanpartners.com
IPO
2013-03-07
CIK 1517302 ISIN US04316A1088
Description
Artisan Partners Asset Management Inc. (APAM) operates as a publicly traded investment management firm. It offers investment services to a diverse clientele, including various institutional investors like pension plans, endowments, foundations, charitable organizations, and government entities, as well as managing assets for private, mutual, and collective funds, both domestically and internationally. The firm specializes in creating and managing individualized equity and fixed income portfolios for its clients. Its investment approach spans public equity and fixed income markets worldwide. Within equities, Artisan Partners targets both growth and value opportunities across companies of all market capitalizations. For fixed income, the firm's strategy includes investments in non-investment grade corporate bonds and various secured and unsecured loans. A core tenet of its portfolio construction is the application of fundamental analysis. Established in 1994, Artisan Partners is headquartered in Milwaukee, Wisconsin, and maintains additional operational bases in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD39.54
+1.18 (+3.06%)
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Volume Profile
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Liquidity & share structure
Average Volume
779.9K
Beta
1.66
Float Shares
68.93M
Free Float %
97.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.51% | -1.11% | +0.00% | -7.05% | -9.74% | -8.10% | -7.10% | +13.49% | -27.55% | +14.57% | -3.58% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (15 ratings, all time)
Hold
Price Targets & DCF
Current price
39.54
Low
37.00
-6.4%
Consensus
40.00
+1.2%
Median
40.00
+1.2%
High
43.00
+8.8%
DCF (Unlevered)
46.87
+18.6%
DCF (Levered)
55.83
+41.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
25% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 2 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
42.67
+7.9%
|
| Last Year | 4 |
43.25
+9.4%
|
| All Time | 6 |
42.08
+6.4%
|
Quality scores
Altman Z-Score
3.85
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+7.6% Q1'26: +6.6% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+10.7% Q1'26: -7.3% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+32.6% Q1'26: +61.5% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+40.1% Q1'26: +30.0% (vs Q1'25)
-
ROIC Asset Management: +6.5%+39.5% ★ Q1'26: +53.0% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+1.0% Q1'26: +0.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.84× Q1'26: 0.85× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 1 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
685.84M
est: 691.32M (-0.8%)
|
828.70M
est: 825.43M (+0.4%)
|
805.47M
est: 803.23M (+0.3%)
|
720.86M
est: 722.33M (-0.2%)
|
795.62M
est: 795.62M (0.0%)
|
828.64M
est: 830.23M (-0.2%)
|
798.95M
est: 798.89M (+0.0%)
|
899.57M
est: 896.75M (+0.3%)
|
1.23B
est: 1.23B (0.0%)
|
993.29M
est: 990.17M (+0.3%)
|
975.13M
est: 1.00B (-3.0%)
|
1.11B
est: 1.11B (+0.4%)
|
1.20B
est: 1.19B (+1.0%)
|
1.22B
1.22B – 1.23B
+3.1% YoY
|
1.28B
1.27B – 1.28B
+4.5% YoY
|
1.35B
1.35B – 1.36B
+5.9% YoY
|
| EBITDA |
-192.65M
est: 66.00M (-391.9%)
|
306.37M
est: 134.01M (+128.6%)
|
275.20M
est: 147.64M (+86.4%)
|
239.51M
est: 143.83M (+66.5%)
|
587.99M
est: 488.01M (+20.5%)
|
318.68M
est: 215.66M (+47.8%)
|
286.55M
est: 200.78M (+42.7%)
|
386.73M
est: 270.37M (+43.0%)
|
569.29M
est: 444.93M (+27.9%)
|
329.54M
est: 410.55M (-19.7%)
|
401.61M
est: 407.80M (-1.5%)
|
459.02M
est: 449.40M (+2.1%)
|
488.89M
est: 480.86M (+1.7%)
|
495.97M
494.02M – 497.92M
+3.1% YoY
|
518.36M
516.33M – 520.40M
+4.5% YoY
|
549.18M
547.03M – 551.34M
+5.9% YoY
|
| EBIT |
-195.87M
est: -313.69M (+37.6%)
|
303.12M
est: 307.21M (-1.3%)
|
270.58M
est: 288.45M (-6.2%)
|
234.23M
est: 238.30M (-1.7%)
|
582.69M
est: 281.51M (+107.0%)
|
313.01M
est: 295.18M (+6.0%)
|
280.32M
est: 282.38M (-0.7%)
|
380.10M
est: 333.29M (+14.0%)
|
562.35M
est: 521.40M (+7.9%)
|
321.75M
est: 506.93M (-36.5%)
|
392.26M
est: 399.81M (-1.9%)
|
449.16M
est: 440.60M (+1.9%)
|
479.59M
est: 471.44M (+1.7%)
|
486.26M
484.35M – 488.17M
+3.1% YoY
|
508.21M
506.22M – 510.21M
+4.5% YoY
|
538.43M
536.32M – 540.54M
+5.9% YoY
|
| Net Income |
24.81M
est: 24.54M (+1.1%)
|
69.63M
est: 70.11M (-0.7%)
|
81.80M
est: 83.51M (-2.0%)
|
73.03M
est: 74.26M (-1.7%)
|
49.60M
est: 47.00M (+5.5%)
|
158.31M
est: 153.24M (+3.3%)
|
156.54M
est: 155.93M (+0.4%)
|
212.62M
est: 198.00M (+7.4%)
|
336.52M
est: 324.61M (+3.7%)
|
206.76M
est: 298.69M (-30.8%)
|
222.29M
est: 216.84M (+2.5%)
|
259.75M
est: 224.37M (+15.8%)
|
290.32M
est: 246.15M (+17.9%)
|
251.10M
246.63M – 255.57M
+2.0% YoY
|
262.58M
251.48M – 273.67M
+4.6% YoY
|
270.29M
268.91M – 271.67M
+2.9% YoY
|
| SGA |
90.69M
est: 90.97M (-0.3%)
|
106.83M
est: 106.92M (-0.1%)
|
108.85M
est: 111.21M (-2.1%)
|
102.80M
est: 104.55M (-1.7%)
|
106.33M
est: 104.32M (+1.9%)
|
110.53M
est: 107.22M (+3.1%)
|
115.00M
est: 114.65M (+0.3%)
|
105.43M
est: 97.57M (+8.1%)
|
124.21M
est: 119.46M (+4.0%)
|
138.80M
est: 144.31M (-3.8%)
|
142.14M
est: 129.81M (+9.5%)
|
151.05M
est: 143.05M (+5.6%)
|
147.48M
est: 153.06M (-3.6%)
|
157.87M
157.25M – 158.49M
+3.1% YoY
|
165.00M
164.35M – 165.65M
+4.5% YoY
|
174.81M
174.12M – 175.50M
+5.9% YoY
|
| EPS |
-0.63
est: 2.55 (-124.7%)
|
-0.37
est: 3.17 (-111.7%)
|
1.86
est: 2.71 (-31.3%)
|
1.57
est: 2.12 (-25.9%)
|
0.75
est: 2.42 (-68.9%)
|
2.84
est: 2.93 (-3.2%)
|
2.65
est: 2.65 (0.0%)
|
3.40
est: 3.29 (+3.4%)
|
5.10
est: 5.01 (+1.7%)
|
2.94
est: 3.09 (-4.8%)
|
3.19
est: 3.31 (-3.5%)
|
3.66
est: 3.42 (+7.0%)
|
4.05
est: 3.75 (+8.1%)
|
3.83
3.76 – 3.90
+2.1% YoY
|
4.00
3.83 – 4.17
+4.6% YoY
|
4.12
4.10 – 4.14
+2.9% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-30 | RBC Capital | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
208.35M
OE per share TTM
2.93
Owner's Yield
8.42%
Maintenance CapEx ratio
3.08%
Maint CapEx / Avg PPE
12.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
387
Total invested
2.46B
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Eric R. Colson | 10.07M | 14.70% | — | 10.07M | 607.4K | — | IN | — | 2021-05-11 | ↗ |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 6.80M | 10.10% | 4.86M | 1.44M | 5.37M | 1.44M | IA | A California | 2022-07-11 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 6.04M | 9.26% | — | 112.4K | 5.87M | 170.2K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 4 | (1) BlackRock, Inc. | 5.04M | 7.70% | 4.82M | — | 5.04M | — | HC | Delaware | 2022-02-03 | ↗ |
| 5 | Andrew A. Ziegler | 3.46M | 6.60% | — | 3.46M | — | 3.46M | IN | United States of America | 2017-03-01 | ↗ |
| 6 | Artisan Investment Corporation | 3.46M | 6.60% | — | 3.46M | — | 3.46M | CO | Wisconsin | 2017-03-01 | ↗ |
| 7 | Carlene M. Ziegler | 3.46M | 6.60% | — | 3.46M | — | 3.46M | IN | United States of America | 2017-03-01 | ↗ |
| 8 | ZFIC, Inc. | 3.46M | 6.60% | — | 3.46M | — | 3.46M | CO | Wisconsin | 2017-03-01 | ↗ |
| 9 | Wells Fargo & Company | 2.60M | 4.81% | 46.3K | 2.12M | 46.3K | — | HC | Delaware | 2019-01-10 | ↗ |
| 10 | Eaton Vance Management 04-3101341 | 2.57M | 11.00% | 2.57M | — | 2.57M | — | IA | United States of America | 2018-02-14 | ↗ |
| 11 | 13G | 2.02M | 4.60% | 1.00 | — | 20.22M | — | IN | United States America | 2017-02-10 | ↗ |
| 12 | 13-3127734 | 1.90M | 3.09% | 1.90M | — | 1.90M | — | HC | Delaware | 2021-02-10 | ↗ |
| 13 | 26-0385758 | 1.90M | 3.09% | 1.90M | — | 1.90M | — | IA | Delaware | 2021-02-10 | ↗ |
| 14 | 52-2343049 | 1.72M | 4.37% | 1.72M | — | — | 1.72M | IA | New York | 2016-02-03 | ↗ |
| 15 | Identification #52-2069785 (formerly 13-2631108) | 630.2K | 11.00% | 630.2K | — | — | 630.2K | IA | Delaware | 2016-02-03 | ↗ |
| 16 | Abigail P. Johnson | 160.0K | 0.39% | — | — | 160.0K | — | IN | Delaware | 2016-04-11 | ↗ |
| 17 | FMR LLC | 160.0K | 0.39% | 101.00 | — | 160.0K | — | HC | Delaware | 2016-04-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
387
+1 vs prev Q
New positions
50
Closed positions
50
Increased
202
Reduced
126
Put/Call ratio
1.17
Calls held
98.8K
Puts held
115.7K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 10.17M +147.0K (+1.5%) | 414.45M -20.7M (-4.8%) | 14.33% +0.187 pp | 0.01% -0.001 pp | USD43.28 -5.9% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 7.66M -50.8K (-0.7%) | 312.23M -22.6M (-6.7%) | 10.79% -0.087 pp | 0.00% -0.001 pp | USD39.23 +3.8% | 51 qtrs — |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.72M -462.2K (-7.5%) | 232.84M -35.3M (-13.2%) | 8.05% -0.663 pp | 0.62% -0.029 pp | USD37.91 +7.5% | 46 qtrs — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.05M +54.7K (+1.8%) | 124.18M -5.7M (-4.4%) | 4.29% +0.071 pp | 0.02% -0.001 pp | USD37.04 +10.0% | 52 qtrs — |
| 5 | STATE STREET CORP | 2.85M -19.8K (-0.7%) | 116.13M -8.4M (-6.8%) | 4.01% -0.034 pp | 0.00% 0.000 pp | USD39.59 +2.9% | 51 qtrs — |
| 6 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2.30M +3.6K (+0.2%) | 93.65M -6.0M (-6.0%) | 3.24% +0.005 pp | 0.92% +0.010 pp | USD41.88 -2.7% | 17 qtrs — |
| 7 | MORGAN STANLEY | 2.02M +30.5K (+1.5%) | 82.40M -4.1M (-4.7%) | 2.85% +0.039 pp | 0.00% 0.000 pp | USD36.79 +10.7% | 51 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.97M +1.5K (+0.1%) | 80.29M -5.2M (-6.1%) | 2.78% -0.002 pp | 0.01% -0.001 pp | USD40.19 +1.4% | 52 qtrs — |
| 9 | CHANNING CAPITAL MANAGEMENT, LLC | 1.97M +250.5K (+14.6%) | 80.17M +5.6M (+7.6%) | 2.77% +0.349 pp | 2.06% +0.099 pp | USD37.55 +8.5% | 37 qtrs — |
| 10 | WASATCH ADVISORS LP | 1.66M +86.0K (+5.5%) | 67.60M -683.4K (-1.0%) | 2.34% +0.118 pp | 0.40% +0.034 pp | USD38.13 +6.8% | 28 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.64M +13.6K (+0.8%) | 66.80M -3.8M (-5.3%) | 2.31% +0.016 pp | 0.01% -0.001 pp | USD33.98 +19.9% | 46 qtrs — |
| 12 | FISHER ASSET MANAGEMENT, LLC | 1.44M -61.8K (-4.1%) | 58.69M -6.5M (-10.0%) | 2.03% -0.090 pp | 0.02% -0.004 pp | USD35.89 +13.5% | 41 qtrs — |
| 13 | VICTORY CAPITAL MANAGEMENT INC | 1.31M +606.0 (+0.0%) | 53.48M -3.5M (-6.1%) | 1.85% -0.002 pp | 0.03% -0.003 pp | USD40.92 -0.4% | 28 qtrs — |
| 14 | ROYCE & ASSOCIATES LP | 1.03M -62.5K (-5.7%) | 42.02M -5.5M (-11.5%) | 1.45% -0.090 pp | 0.43% -0.047 pp | USD34.54 +18.0% | 51 qtrs — |
| 15 | CAPITAL WORLD INVESTORS | 910.5K +67.1K (+8.0%) | 37.09M +489.0K (+1.3%) | 1.28% +0.093 pp | 0.01% +0.000 pp | USD34.26 +18.9% | 36 qtrs — |
| 16 | NORTHERN TRUST CORP | 836.4K -48.2K (-5.5%) | 34.07M -4.3M (-11.2%) | 1.18% -0.070 pp | 0.00% -0.001 pp | USD35.62 +14.4% | 51 qtrs — |
| 17 | WELLS FARGO & COMPANY/MN | 689.0K +3.5K (+0.5%) | 28.07M -1.7M (-5.6%) | 0.97% +0.004 pp | 0.01% -0.001 pp | USD36.45 +11.8% | 52 qtrs — |
| 18 | FEDERATED HERMES, INC. | 678.9K +209.5K (+44.6%) | 27.66M +7.3M (+35.8%) | 0.96% +0.294 pp | 0.05% +0.010 pp | USD40.54 +0.5% | 28 qtrs — |
| 19 | BARCLAYS PLC | 629.4K +199.0K (+46.2%) | 25.64M +7.0M (+37.5%) | 0.89% +0.279 pp | 0.01% +0.001 pp | USD39.76 +2.5% | 51 qtrs — |
| 20 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 535.3K +222.5K (+71.1%) | 21.81M +8.2M (+60.7%) | 0.75% +0.313 pp | 0.07% +0.023 pp | USD41.06 -0.8% | 11 qtrs — |
| 21 | CRAWFORD INVESTMENT COUNSEL INC | 517.8K +14.3K (+2.8%) | 21.09M -757.9K (-3.5%) | 0.73% +0.019 pp | 0.35% -0.011 pp | USD43.87 -7.1% | 19 qtrs — |
| 22 | QUBE RESEARCH & TECHNOLOGIES LTD | 514.6K +166.0K (+47.6%) | 20.97M +5.8M (+38.6%) | 0.72% +0.233 pp | 0.02% +0.006 pp | USD42.42 -4.0% | 8 qtrs — |
| 23 | NEW YORK STATE COMMON RETIREMENT FUND | 498.4K +53.1K (+11.9%) | 20.30M +978.3K (+5.1%) | 0.70% +0.074 pp | 0.03% +0.002 pp | USD38.73 +5.2% | 43 qtrs — |
| 24 | INVESCO LTD. | 468.8K +44.3K (+10.4%) | 19.10M +676.3K (+3.7%) | 0.66% +0.062 pp | 0.00% +0.000 pp | USD42.29 -3.7% | 52 qtrs — |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 446.7K +33.3K (+8.1%) | 18.20M +258.5K (+1.4%) | 0.63% +0.047 pp | 0.01% +0.000 pp | USD40.01 +1.8% | 27 qtrs — |
| 26 | GOLDMAN SACHS GROUP INC | 437.9K +17.6K (+4.2%) | 17.84M -399.8K (-2.2%) | 0.62% +0.024 pp | 0.00% +0.000 pp | USD42.15 -3.3% | 49 qtrs — |
| 27 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 437.8K -4.0K (-0.9%) | 17.84M -1.3M (-7.0%) | 0.62% -0.007 pp | 1.04% -0.070 pp | USD39.26 +3.8% | 5 qtrs — |
| 28 | BANK OF NEW YORK MELLON CORP | 432.8K -22.3K (-4.9%) | 17.63M -2.1M (-10.7%) | 0.61% -0.032 pp | 0.00% -0.001 pp | USD37.51 +8.6% | 51 qtrs — |
| 29 | RAYMOND JAMES FINANCIAL INC | 429.4K -19.3K (-4.3%) | 17.49M -2.0M (-10.2%) | 0.60% -0.028 pp | 0.01% -0.001 pp | USD43.08 -5.4% | 5 qtrs — |
| 30 | NATIXIS ADVISORS, L.P. | 422.6K -9.1K (-2.1%) | 17.22M -1.5M (-8.1%) | 0.60% -0.014 pp | 0.02% -0.003 pp | USD41.50 -1.8% | 24 qtrs — |
| 31 | NUVEEN, LLC | 375.5K -11.9K (-3.1%) | 15.30M -1.5M (-9.0%) | 0.53% -0.018 pp | 0.00% 0.000 pp | USD39.10 +4.2% | 4 qtrs — |
| 32 | SPROTT INC. | 362.1K +— (+0.0%) | 14.75M -963.2K (-6.1%) | 0.51% -0.001 pp | 0.50% -0.051 pp | USD33.44 +21.8% | 38 qtrs — |
| 33 | RENAISSANCE TECHNOLOGIES LLC | 339.1K +14.2K (+4.4%) | 13.82M -284.8K (-2.0%) | 0.48% +0.019 pp | 0.02% +0.003 pp | USD42.28 -3.6% | 7 qtrs — |
| 34 | JANUS HENDERSON GROUP PLC | 330.2K -412.3K (-55.5%) | 13.45M -18.8M (-58.3%) | 0.47% -0.582 pp | 0.01% -0.009 pp | USD43.19 -5.7% | 18 qtrs — |
| 35 | BANK OF AMERICA CORP /DE/ | 309.6K +8.1K (+2.7%) | 12.61M -474.0K (-3.6%) | 0.44% +0.011 pp | 0.00% +0.000 pp | USD40.75 0.0% | 52 qtrs — |
| 36 | UBS GROUP AG | 279.1K +49.6K (+21.6%) | 11.37M +1.4M (+14.2%) | 0.39% +0.070 pp | 0.00% +0.000 pp | USD42.52 -4.2% | 45 qtrs — |
| 37 | PRUDENTIAL FINANCIAL INC | 269.5K -7.7K (-2.8%) | 10.98M -1.1M (-8.7%) | 0.38% -0.011 pp | 0.01% -0.001 pp | USD42.41 -3.9% | 11 qtrs — |
| 38 | CITADEL ADVISORS LLC | 231.4K +223.8K (+2,977.3%) | 9.43M +9.1M (+2,788.7%) | 0.33% +0.315 pp | 0.00% +0.001 pp | USD40.84 -0.2% | 31 qtrs — |
| 39 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 228.6K +40.1K (+21.3%) | 9.31M +1.1M (+13.9%) | 0.32% +0.056 pp | 0.03% +0.005 pp | USD41.52 -1.9% | 6 qtrs — |
| 40 | MILLENNIUM MANAGEMENT LLC | 226.0K +78.1K (+52.8%) | 9.21M +2.8M (+43.4%) | 0.32% +0.110 pp | 0.00% +0.001 pp | USD42.27 -3.6% | 28 qtrs — |
| 41 | ROYAL BANK OF CANADA | 200.9K -64.9K (-24.4%) | 8.18M -3.4M (-29.1%) | 0.28% -0.092 pp | 0.00% -0.001 pp | USD42.31 -3.7% | 51 qtrs — |
| 42 | LEGAL & GENERAL GROUP PLC | 196.5K -10.0K (-4.8%) | 8.01M -957.3K (-10.7%) | 0.28% -0.015 pp | 0.00% 0.000 pp | USD37.79 +7.8% | 44 qtrs — |
| 43 | RHUMBLINE ADVISERS | 179.6K -11.6K (-6.1%) | 7.32M -981.8K (-11.8%) | 0.25% -0.017 pp | 0.01% -0.001 pp | USD37.20 +9.5% | 51 qtrs — |
| 44 | UBS ASSET MANAGEMENT AMERICAS INC | 166.6K -3.5K (-2.1%) | 6.79M -597.0K (-8.1%) | 0.23% -0.005 pp | 0.00% 0.000 pp | USD40.72 +0.0% | 52 qtrs — |
| 45 | AMERIPRISE FINANCIAL INC | 165.0K -23.5K (-12.5%) | 6.72M -1.5M (-17.8%) | 0.23% -0.033 pp | 0.00% 0.000 pp | USD38.83 +4.9% | 49 qtrs — |
| 46 | D. E. SHAW & CO., INC. | 154.6K -8.1K (-5.0%) | 6.30M -763.2K (-10.8%) | 0.22% -0.012 pp | 0.00% -0.001 pp | USD43.10 -5.5% | 4 qtrs — |
| 47 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 148.9K +148.1K (+18,188.2%) | 6.07M +6.0M (+17,228.6%) | 0.21% +0.209 pp | 0.01% +0.007 pp | USD40.76 0.0% | 19 qtrs — |
| 48 | ALPS ADVISORS INC | 148.2K -9.0K (-5.7%) | 6.04M -783.4K (-11.5%) | 0.21% -0.013 pp | 0.04% -0.003 pp | USD40.64 +0.2% | 24 qtrs — |
| 49 | SWISS NATIONAL BANK | 139.1K +2.5K (+1.8%) | 5.67M -261.5K (-4.4%) | 0.20% +0.003 pp | 0.00% 0.000 pp | USD40.54 +0.5% | 49 qtrs — |
| 50 | MAN GROUP PLC | 134.5K -89.7K (-40.0%) | 5.48M -4.3M (-43.7%) | 0.19% -0.127 pp | 0.01% -0.008 pp | USD40.77 -0.1% | 32 qtrs — |
| 51 | AQR CAPITAL MANAGEMENT LLC | 120.6K +16.7K (+16.1%) | 4.91M +405.1K (+9.0%) | 0.17% +0.023 pp | 0.00% 0.000 pp | USD41.80 -2.5% | 32 qtrs — |
| 52 | PHOCAS FINANCIAL CORP. | 116.6K -271.0 (-0.2%) | 4.75M -322.0K (-6.3%) | 0.16% 0.000 pp | 0.62% -0.040 pp | USD37.16 +9.6% | 15 qtrs — |
| 53 | MOODY ALDRICH PARTNERS LLC | 113.1K +— (+0.0%) | 4.61M -300.7K (-6.1%) | 0.16% +0.000 pp | 0.86% -0.071 pp | USD43.89 -7.2% | 3 qtrs — |
| 54 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 111.7K +7.4K (+7.1%) | 4.55M +26.3K (+0.6%) | 0.16% +0.010 pp | 0.01% +0.000 pp | USD43.24 -5.8% | 17 qtrs — |
| 55 | AMERICAN CENTURY COMPANIES INC | 111.1K +20.7K (+22.9%) | 4.53M +604.0K (+15.4%) | 0.16% +0.029 pp | 0.00% +0.000 pp | USD40.43 +0.8% | 21 qtrs — |
| 56 | JPMORGAN CHASE & CO | 109.3K +20.0K (+22.4%) | 4.45M +577.7K (+14.9%) | 0.15% +0.028 pp | 0.00% +0.000 pp | USD40.03 +1.8% | 41 qtrs — |
| 57 | SEI INVESTMENTS CO | 108.8K -1.8K (-1.7%) | 4.43M -369.5K (-7.7%) | 0.15% -0.003 pp | 0.00% -0.001 pp | USD39.69 +2.6% | 45 qtrs — |
| 58 | EDGESTREAM PARTNERS, L.P. | 108.1K +62.5K (+137.2%) | 4.40M +2.4M (+122.7%) | 0.15% +0.088 pp | 0.12% +0.066 pp | USD41.86 -2.7% | 2 qtrs — |
| 59 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 105.0K +31.2K (+42.3%) | 4.28M +1.1M (+33.6%) | 0.15% +0.044 pp | 0.03% +0.007 pp | USD43.26 -5.8% | 3 qtrs — |
| 60 | MERITAGE PORTFOLIO MANAGEMENT | 104.9K -1.1K (-1.0%) | 4.28M -324.9K (-7.1%) | 0.15% -0.002 pp | 0.28% -0.023 pp | USD44.07 -7.6% | 19 qtrs — |
| 61 | SQUAREPOINT OPS LLC | 101.4K +57.0K (+128.0%) | 4.13M +2.2M (+114.0%) | 0.14% +0.080 pp | 0.00% +0.003 pp | USD41.51 -1.9% | 10 qtrs — |
| 62 | REGIONS FINANCIAL CORP | 96.5K -1.7K (-1.7%) | 3.93M -330.7K (-7.8%) | 0.14% -0.002 pp | 0.03% -0.003 pp | USD39.04 +4.4% | 46 qtrs — |
| 63 | ENVESTNET ASSET MANAGEMENT INC | 96.2K -21.8K (-18.5%) | 3.92M -1.2M (-23.5%) | 0.14% -0.031 pp | 0.00% 0.000 pp | USD39.42 +3.3% | 51 qtrs — |
| 64 | MARTINGALE ASSET MANAGEMENT L P | 94.4K +920.0 (+1.0%) | 3.84M -211.1K (-5.2%) | 0.13% +0.001 pp | 0.10% -0.004 pp | USD43.13 -5.5% | 12 qtrs — |
| 65 | FRANKLIN RESOURCES INC | 90.5K +19.5K (+27.5%) | 3.69M +606.6K (+19.7%) | 0.13% +0.027 pp | 0.00% +0.000 pp | USD41.41 -1.6% | 11 qtrs — |
| 66 | NAVELLIER & ASSOCIATES INC | 85.7K +85.7K (+100.0%) | 3.49M +3.5M (+100.0%) | 0.12% +0.121 pp | 0.39% +0.391 pp | USD40.74 +0.0% | 1 qtrs NEW |
| 67 | TWELVE POINTS WEALTH MANAGEMENT LLC | 74.5K -8.0K (-9.7%) | 3.30M -277.1K (-7.7%) | 0.11% -0.011 pp | 0.74% -0.149 pp | USD38.36 +6.2% | 17 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 78.2K -8.8K (-10.1%) | 3.19M -589.1K (-15.6%) | 0.11% -0.013 pp | 0.00% 0.000 pp | USD39.87 +2.2% | 52 qtrs — |
| 69 | FIRST TRUST ADVISORS LP | 77.5K +46.6K (+150.8%) | 3.16M +1.8M (+135.5%) | 0.11% +0.066 pp | 0.00% +0.001 pp | USD40.65 +0.2% | 27 qtrs — |
| 70 | ISTHMUS PARTNERS, LLC | 75.0K +2.0K (+2.7%) | 3.06M +3.1M (+96,283.8%) | 0.11% +0.003 pp | 0.34% +0.339 pp | USD34.20 +19.1% | 14 qtrs — |
| 71 | THRIVENT FINANCIAL FOR LUTHERANS | 74.0K -2.4K (-3.2%) | 3.02M -301.0K (-9.1%) | 0.10% -0.003 pp | 0.01% -0.001 pp | USD40.83 -0.2% | 11 qtrs — |
| 72 | CAMPBELL & CO INVESTMENT ADVISER LLC | 72.0K +41.8K (+138.6%) | 2.93M +1.6M (+123.9%) | 0.10% +0.059 pp | 0.14% +0.042 pp | USD41.86 -2.7% | 2 qtrs — |
| 73 | CALLAN FAMILY OFFICE, LLC | 71.0K -1.5K (-2.1%) | 2.89M -254.5K (-8.1%) | 0.10% -0.002 pp | 0.06% -0.038 pp | USD44.21 -7.8% | 5 qtrs — |
| 74 | PATHSTONE HOLDINGS, LLC | 69.1K +3.4K (+5.2%) | 2.81M -35.4K (-1.2%) | 0.10% +0.005 pp | 0.01% +0.000 pp | USD42.53 -4.2% | 9 qtrs — |
| 75 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 68.7K +8.0 (+0.0%) | 2.80M -182.4K (-6.1%) | 0.10% 0.000 pp | 0.01% -0.001 pp | USD39.04 +4.4% | 51 qtrs — |
| 76 | PRICE T ROWE ASSOCIATES INC /MD/ | 68.1K +2.5K (+3.8%) | 2.77M -74.0K (-2.6%) | 0.10% +0.003 pp | 0.00% +0.000 pp | USD40.73 +0.0% | 32 qtrs — |
| 77 | HARBOR CAPITAL ADVISORS, INC. | 68.0K -6.4K (-8.6%) | 2.77M -459.0K (-14.2%) | 0.10% -0.009 pp | 0.22% -0.036 pp | USD39.18 +4.0% | 6 qtrs — |
| 78 | BRINKER CAPITAL INVESTMENTS, LLC | 68.0K -373.0 (-0.5%) | 2.77M -197.1K (-6.6%) | 0.10% -0.001 pp | 0.02% -0.003 pp | USD42.80 -4.8% | 22 qtrs — |
| 79 | ROMANO BROTHERS AND COMPANY | 67.0K -989.0 (-1.5%) | 2.73M -221.6K (-7.5%) | 0.09% -0.001 pp | 0.31% -0.027 pp | USD27.97 +45.7% | 14 qtrs — |
| 80 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 66.5K -56.0 (-0.1%) | 2.71M -179.3K (-6.2%) | 0.09% 0.000 pp | 0.00% 0.000 pp | USD43.58 -6.5% | 51 qtrs — |
| 81 | VIRGINIA RETIREMENT SYSTEMS ET AL | 65.3K +5.6K (+9.3%) | 2.66M +67.3K (+2.6%) | 0.09% +0.008 pp | 0.02% -0.001 pp | USD39.46 +3.2% | 4 qtrs — |
| 82 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 63.7K -2.0K (-3.1%) | 2.60M -257.1K (-9.0%) | 0.09% -0.003 pp | 0.01% -0.002 pp | USD39.77 +2.4% | 15 qtrs — |
| 83 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 62.5K -3.3K (-4.9%) | 2.55M -324.0K (-11.3%) | 0.09% -0.005 pp | 0.00% +0.000 pp | USD39.14 +4.1% | 47 qtrs — |
| 84 | MERCER GLOBAL ADVISORS INC /ADV | 62.0K -825.0 (-1.3%) | 2.52M -200.6K (-7.4%) | 0.09% -0.001 pp | 0.00% -0.001 pp | USD39.65 +2.7% | 24 qtrs — |
| 85 | TUDOR INVESTMENT CORP ET AL | 61.1K -23.1K (-27.4%) | 2.49M -1.2M (-31.9%) | 0.09% -0.033 pp | 0.00% -0.002 pp | USD43.40 -6.1% | 9 qtrs — |
| 86 | KESTRA INVESTMENT MANAGEMENT, LLC | 61.0K +2.6K (+4.5%) | 2.48M -47.8K (-1.9%) | 0.09% +0.004 pp | 0.06% -0.007 pp | USD42.18 -3.4% | 6 qtrs — |
| 87 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 60.4K +27.9K (+86.0%) | 2.46M +1.1M (+74.6%) | 0.09% +0.039 pp | 0.00% +0.002 pp | USD41.80 -2.5% | 51 qtrs — |
| 88 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 59.8K +28.1K (+88.8%) | 2.43M +1.1M (+77.3%) | 0.08% +0.040 pp | 0.01% +0.002 pp | USD42.07 -3.2% | 7 qtrs — |
| 89 | DEUTSCHE BANK AG\ | 56.1K +3.1K (+5.9%) | 2.29M -12.7K (-0.6%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD43.20 -5.7% | 50 qtrs — |
| 90 | CITIGROUP INC | 56.0K -2.1K (-3.6%) | 2.28M -240.9K (-9.5%) | 0.08% -0.003 pp | 0.00% 0.000 pp | USD42.53 -4.2% | 51 qtrs — |
| 91 | BNP PARIBAS ARBITRAGE, SNC | 55.8K +14.0K (+33.5%) | 2.27M +459.3K (+25.3%) | 0.08% +0.020 pp | 0.00% +0.000 pp | USD41.66 -2.2% | 49 qtrs — |
| 92 | ZACKS INVESTMENT MANAGEMENT | 55.3K -5.3K (-8.8%) | 2.25M -378.8K (-14.4%) | 0.08% -0.008 pp | 0.02% -0.003 pp | USD43.85 -7.1% | 12 qtrs — |
| 93 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 55.2K -490.0 (-0.9%) | 2.25M -166.0K (-6.9%) | 0.08% -0.001 pp | 0.00% 0.000 pp | USD39.36 +3.5% | 4 qtrs — |
| 94 | STIFEL FINANCIAL CORP | 55.1K -6.2K (-10.1%) | 2.24M -413.6K (-15.6%) | 0.08% -0.009 pp | 0.00% 0.000 pp | USD38.12 +6.9% | 46 qtrs — |
| 95 | STATE OF NEW JERSEY COMMON PENSION FUND D | 52.2K +4.9K (+10.4%) | 2.13M +74.0K (+3.6%) | 0.07% +0.007 pp | 0.01% +0.000 pp | USD35.79 +13.8% | 26 qtrs — |
| 96 | HENNION & WALSH ASSET MANAGEMENT, INC. | 51.8K +786.0 (+1.5%) | 2.11M -103.6K (-4.7%) | 0.07% +0.001 pp | 0.07% -0.007 pp | USD39.50 +3.1% | 19 qtrs — |
| 97 | LPL FINANCIAL LLC | 51.7K -1.1K (-2.1%) | 2.11M -186.9K (-8.1%) | 0.07% -0.002 pp | 0.00% 0.000 pp | USD44.33 -8.1% | 21 qtrs — |
| 98 | ELO MUTUAL PENSION INSURANCE CO | 51.2K +12.5K (+32.3%) | 2.09M +406.2K (+24.2%) | 0.07% +0.018 pp | 0.03% +0.004 pp | USD41.62 -2.1% | 4 qtrs — |
| 99 | JANE STREET GROUP, LLC | 51.2K +700.0 (+1.4%) | 2.09M -105.8K (-4.8%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD44.03 -7.5% | 6 qtrs — |
| 100 | JENNISON ASSOCIATES LLC | 48.8K +19.0K (+63.6%) | 1.99M +693.1K (+53.6%) | 0.07% +0.027 pp | 0.00% +0.000 pp | USD42.26 -3.6% | 6 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 161 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | The Acquirers Fund ZIG | 3.41% | 1.12M | 0.75% |
| 2 | Harbor Active Small Cap ETF (SMLL) SMLL | 2.53% | 348.5K | 0.80% |
| 3 | Towle Value ETF TCV | 2.19% | 3.97M | 0.85% |
| 4 | Invesco KBW High Dividend Yield Financial ETF KBWD | 1.96% | 8.24M | 5.39% |
| 5 | CresAlta Small and Mid-Cap ETF CVSM | 1.89% | 1.68M | 0.55% |
| 6 | State Street SPDR S&P Capital Markets ETF KCE | 1.62% | 7.26M | 0.35% |
| 7 | Invesco S&P SmallCap Quality ETF XSHQ | 1.43% | 3.59M | 0.29% |
| 8 | VictoryShares US Small Cap High Div Volatility Wtd ETF CSB | 1.04% | 2.76M | 0.40% |
| 9 | First Trust SMID Capital Strength ETF FSCS | 0.96% | 548.9K | 0.60% |
| 10 | Invesco S&P SmallCap Low Volatility ETF XSLV | 0.75% | 1.82M | 0.25% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
3.33
Bullish
Ratio by volume
3.00
Bullish
Buys
20
Sells
6
Shares acquired
219.8K
Shares disposed
17.1K
Cash buys
—
Cash sales
—
Net activity
+202,680
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-02 | Von Hoff Ryan George | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 1,134 | 0.00 | — | 3,828 | D | ↗ |
| 2026-03-02 | Simpson Laura Ellen | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 10,682 | 0.00 | — | 42,139 | D | ↗ |
| 2026-03-02 | Sellers Samuel Bentson | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 13,375 | 0.00 | — | 51,272 | D | ↗ |
| 2026-03-02 | Ramirez Gregory K | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 13,858 | 0.00 | — | 116,194 | D | ↗ |
| 2026-03-02 | Kwei Eileen Lee | Officer | A-Award | A | Class B Common Stock, par value $0.01 per share | 2,275 | 0.00 | — | 2,275 | D | ↗ |
| 2026-03-02 | Krein Christopher J | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 22,816 | 0.00 | — | 124,209 | D | ↗ |
| 2026-03-02 | GOTTLIEB JASON A | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 36,880 | 0.00 | — | 228,352 | D | ↗ |
| 2026-03-02 | DALEY CHARLES J JR | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 19,438 | 0.00 | — | 110,801 | D | ↗ |
| 2026-03-02 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 44,410 | 0.00 | — | 368,607 | D | ↗ |
| 2026-02-17 | Von Hoff Ryan George | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 324 | 42.38 | 13.7K | 2,694 | D | ↗ |
| 2026-02-17 | Simpson Laura Ellen | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 1,686 | 42.38 | 71.5K | 31,457 | D | ↗ |
| 2026-02-17 | Sellers Samuel Bentson | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 2,632 | 42.38 | 111.5K | 37,897 | D | ↗ |
| 2026-02-17 | Kwei Eileen Lee | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 4,246 | 42.38 | 179.9K | 63,761 | D | ↗ |
| 2026-02-17 | Krein Christopher J | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 3,000 | 42.38 | 127.1K | 101,393 | D | ↗ |
| 2026-02-17 | GOTTLIEB JASON A | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock, par value $0.01 per share | 5,189 | 42.38 | 219.9K | 191,472 | D | ↗ |
| 2026-01-29 | Von Hoff Ryan George | Officer | — | — | Class A Common Stock, par value $0.01 per share | 0 | 0.00 | — | 3,018 | D | ↗ |
| 2026-01-29 | Multani Saloni S | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,601 | 0.00 | — | 29,327 | D | ↗ |
| 2026-01-29 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,522 | 0.00 | — | 77,157 | D | ↗ |
| 2026-01-29 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,407 | 0.00 | — | 49,964 | D | ↗ |
| 2026-01-29 | Crawford Peter B. | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,752 | 0.00 | — | 5,752 | D | ↗ |
| 2026-01-29 | Brenan Clarence Kane | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 2,876 | 0.00 | — | 2,876 | D | ↗ |
| 2026-01-29 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,522 | 0.00 | — | 35,368 | D | ↗ |
| 2026-01-29 | BARBETTA JENNIFER | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,601 | 0.00 | — | 27,727 | D | ↗ |
| 2026-01-09 | Brenan Clarence Kane | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-04 | Ramirez Gregory K | Officer | S-Sale | D | Class A Common Stock, par value $0.01 per share | 2,500 | 46.50 | 116.3K | 102,336 | D | ↗ |
| 2025-07-02 | Crawford Peter B. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-04 | DALEY CHARLES J JR | Officer / 10% Owner | G-Gift | D | Class A Common Stock, par value $0.01 per share | 5,000 | 0.00 | — | 106,811 | D | ↗ |
| 2025-05-15 | Sellers Samuel Bentson | Officer | S-Sale | D | Class A Common Stock, par value $0.01 per share | 6,801 | 44.24 | 300.9K | 40,529 | D | ↗ |
| 2025-03-07 | Ramirez Gregory K | Officer / 10% Owner | S-Sale | D | Class A Common Stock, par value $0.01 per share | 5,905 | 43.16 | 254.8K | 104,836 | D | ↗ |
| 2025-03-03 | Simpson Laura Ellen | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 10,129 | 0.00 | — | 33,143 | D | ↗ |
| 2025-03-03 | Sellers Samuel Bentson | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 14,180 | 0.00 | — | 47,330 | D | ↗ |
| 2025-03-03 | Ramirez Gregory K | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 13,280 | 0.00 | — | 110,741 | D | ↗ |
| 2025-03-03 | Kwei Eileen Lee | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 15,756 | 0.00 | — | 68,007 | D | ↗ |
| 2025-03-03 | Krein Christopher J | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 22,508 | 0.00 | — | 104,393 | D | ↗ |
| 2025-03-03 | GOTTLIEB JASON A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 35,000 | 0.00 | — | 196,661 | D | ↗ |
| 2025-03-03 | DALEY CHARLES J JR | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 18,456 | 0.00 | — | 111,811 | D | ↗ |
| 2025-03-03 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 42,764 | 0.00 | — | 324,197 | D | ↗ |
| 2025-02-18 | Simpson Laura Ellen | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 888 | 44.43 | 39.5K | 23,014 | D | ↗ |
| 2025-02-18 | Sellers Samuel Bentson | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 2,142 | 44.43 | 95.2K | 33,150 | D | ↗ |
| 2025-02-18 | Kwei Eileen Lee | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 3,484 | 44.43 | 154.8K | 52,251 | D | ↗ |
| 2025-02-18 | Krein Christopher J | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 10,349 | 44.43 | 459.8K | 81,885 | D | ↗ |
| 2025-02-18 | GOTTLIEB JASON A | Officer | A-Award | A | Restricted Share Units | 26,982 | 0.00 | — | 63,588 | D | ↗ |
| 2025-02-18 | Colson Eric R | Director / Officer / 10% Owner | M-Exempt | D | Performance Share Units | 35,975 | 0.00 | — | 0 | D | ↗ |
| 2025-01-29 | Multani Saloni S | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,673 | 0.00 | — | 24,726 | D | ↗ |
| 2025-01-29 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,446 | 0.00 | — | 71,635 | D | ↗ |
| 2025-01-29 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 7,375 | 0.00 | — | 44,557 | D | ↗ |
| 2025-01-29 | COXE TENCH | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 2,837 | 0.00 | — | 324,227 | D | ↗ |
| 2025-01-29 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,446 | 0.00 | — | 29,846 | D | ↗ |
| 2025-01-29 | BARBETTA JENNIFER | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,539 | 0.00 | — | 23,126 | D | ↗ |
| 2024-04-30 | Ramirez Gregory K | Officer / 10% Owner | S-Sale | D | Class B Common Units of Artisan Partners Holdings LP | 2,195 | 0.00 | — | 69,784 | — | ↗ |
| 2024-03-01 | Simpson Laura Ellen | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 7,182 | 0.00 | — | 23,902 | — | ↗ |
| 2024-03-01 | Sellers Samuel Bentson | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 10,774 | 0.00 | — | 35,292 | — | ↗ |
| 2024-03-01 | Ramirez Gregory K | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 14,126 | 0.00 | — | 97,461 | — | ↗ |
| 2024-03-01 | Kwei Eileen Lee | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 14,844 | 0.00 | — | 55,735 | — | ↗ |
| 2024-03-01 | Krein Christopher J | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 21,188 | 0.00 | — | 78,576 | — | ↗ |
| 2024-03-01 | GOTTLIEB JASON A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 35,912 | 0.00 | — | 158,319 | — | ↗ |
| 2024-03-01 | DALEY CHARLES J JR | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 19,272 | 0.00 | — | 93,355 | — | ↗ |
| 2024-03-01 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 35,912 | 0.00 | — | 254,451 | — | ↗ |
| 2024-02-15 | Simpson Laura Ellen | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 771 | 42.26 | 32.6K | 16,720 | — | ↗ |
| 2024-02-15 | Sellers Samuel Bentson | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 1,578 | 42.26 | 66.7K | 24,518 | — | ↗ |
| 2024-02-15 | Kwei Eileen Lee | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 3,250 | 42.26 | 137.3K | 40,891 | — | ↗ |
| 2024-02-15 | Krein Christopher J | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 1,830 | 42.26 | 77.3K | 57,388 | — | ↗ |
| 2024-02-15 | GOTTLIEB JASON A | Officer | M-Exempt | A | Class A Common Stock, par value $0.01 per share | 14,106 | 0.00 | — | 126,513 | — | ↗ |
| 2024-02-15 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Restricted Share Units | 14,106 | 0.00 | — | 36,606 | — | ↗ |
| 2024-02-08 | Ramirez Gregory K | Officer / 10% Owner | S-Sale | D | Class A Common Stock, par value $0.01 per share | 2,500 | 42.29 | 105.7K | 83,335 | — | ↗ |
| 2024-02-07 | Ramirez Gregory K | Officer / 10% Owner | M-Exempt | A | Class A Common Stock, par value $0.01 per share | 2,500 | 0.01 | 25.00 | 85,835 | — | ↗ |
| 2024-01-25 | Multani Saloni S | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,973 | 0.00 | — | 19,053 | — | ↗ |
| 2024-01-25 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,734 | 0.00 | — | 66,189 | — | ↗ |
| 2024-01-25 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 7,764 | 0.00 | — | 37,182 | — | ↗ |
| 2024-01-25 | COXE TENCH | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,778 | 0.00 | — | 321,390 | — | ↗ |
| 2024-01-25 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,734 | 0.00 | — | 24,400 | — | ↗ |
| 2024-01-25 | BARBETTA JENNIFER | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,778 | 0.00 | — | 18,587 | — | ↗ |
| 2023-12-31 | Simpson Laura Ellen | Officer | — | D | Class A Common Stock, par value $0.01 per share | 0 | 0.00 | — | 17,491 | — | ↗ |
| 2023-10-25 | Simpson Laura Ellen | Officer | — | D | Class A Common Stock, par value $0.01 per share | 0 | 0.00 | — | 17,352 | — | ↗ |
| 2023-05-09 | Ramirez Gregory K | Officer / 10% Owner | S-Sale | D | Class B Common Units of Artisan Partners Holdings LP | 2,885 | 0.00 | — | 74,479 | — | ↗ |
| 2023-03-01 | Sellers Samuel Bentson | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 10,528 | 0.00 | — | 26,096 | — | ↗ |
| 2023-03-01 | Ramirez Gregory K | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 16,844 | 0.00 | — | 83,335 | — | ↗ |
| 2023-03-01 | Kwei Eileen Lee | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 17,716 | 0.00 | — | 44,141 | — | ↗ |
| 2023-03-01 | Krein Christopher J | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 25,268 | 0.00 | — | 48,237 | — | ↗ |
| 2023-03-01 | GOTTLIEB JASON A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 40,400 | 0.00 | — | 112,407 | — | ↗ |
| 2023-03-01 | DALEY CHARLES J JR | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 23,022 | 0.00 | — | 74,083 | — | ↗ |
| 2023-03-01 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 56,990 | 0.00 | — | 204,433 | — | ↗ |
| 2023-02-15 | Sellers Samuel Bentson | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 1,279 | 36.02 | 46.1K | 25,358 | — | ↗ |
| 2023-02-15 | Kwei Eileen Lee | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 2,359 | 36.02 | 85.0K | 26,425 | — | ↗ |
| 2023-02-15 | Krein Christopher J | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 1,166 | 36.02 | 42.0K | 22,969 | — | ↗ |
| 2023-02-15 | GOTTLIEB JASON A | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 14,206 | 36.02 | 511.7K | 72,007 | — | ↗ |
| 2023-02-15 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Restricted Share Units | 22,500 | 0.00 | — | 22,500 | — | ↗ |
| 2023-01-25 | ZIEGLER ANDREW A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,702 | 0.00 | — | 53,897 | — | ↗ |
| 2023-01-25 | Multani Saloni S | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 7,127 | 0.00 | — | 13,080 | — | ↗ |
| 2023-01-25 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 6,842 | 0.00 | — | 60,455 | — | ↗ |
| 2023-01-25 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 9,265 | 0.00 | — | 29,418 | — | ↗ |
| 2023-01-25 | COXE TENCH | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,702 | 0.00 | — | 316,612 | — | ↗ |
| 2023-01-25 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 6,842 | 0.00 | — | 18,666 | — | ↗ |
| 2023-01-25 | BARBETTA JENNIFER | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,702 | 0.00 | — | 13,809 | — | ↗ |
| 2023-01-10 | Sellers Samuel Bentson | Officer | — | D | Class A Common Stock, par value $0.01 per share | 0 | 0.00 | — | 26,636 | — | ↗ |
| 2022-03-01 | Ramirez Gregory K | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 16,187 | 0.00 | — | 66,491 | — | ↗ |
| 2022-03-01 | Kwei Eileen Lee | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 17,986 | 0.00 | — | 28,784 | — | ↗ |
| 2022-03-01 | Krein Christopher J | Officer | A-Award | A | Performance Share Units | 23,988 | 0.00 | — | 42,796 | — | ↗ |
| 2022-03-01 | Johnson Sarah A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 16,187 | 0.00 | — | 71,591 | — | ↗ |
| 2022-03-01 | GOTTLIEB JASON A | Officer | A-Award | A | Performance Share Units | 35,976 | 0.00 | — | 94,187 | — | ↗ |
| 2022-03-01 | DALEY CHARLES J JR | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 16,787 | 0.00 | — | 51,061 | — | ↗ |
| 2022-03-01 | Colson Eric R | Officer | A-Award | A | Performance Share Units | 35,976 | 0.00 | — | 94,187 | — | ↗ |
| 2022-02-15 | Kwei Eileen Lee | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 931 | 40.05 | 37.3K | 10,798 | — | ↗ |
| 2022-02-15 | Krein Christopher J | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 1,391 | 40.05 | 55.7K | 24,135 | — | ↗ |
| 2022-02-15 | GOTTLIEB JASON A | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 6,325 | 40.05 | 253.3K | 63,713 | — | ↗ |
| 2022-01-25 | ZIEGLER ANDREW A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,762 | 0.00 | — | 48,195 | — | ↗ |
| 2022-01-25 | Multani Saloni S | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,953 | 0.00 | — | 5,953 | — | ↗ |
| 2022-01-25 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,715 | 0.00 | — | 53,613 | — | ↗ |
| 2022-01-25 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 7,739 | 0.00 | — | 20,153 | — | ↗ |
| 2022-01-25 | COXE TENCH | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,762 | 0.00 | — | 310,910 | — | ↗ |
| 2022-01-25 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,715 | 0.00 | — | 11,824 | — | ↗ |
| 2022-01-25 | BARBETTA JENNIFER | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,762 | 0.00 | — | 8,107 | — | ↗ |
| 2021-12-14 | COXE TENCH | Director | P-Purchase | A | Class A Common Stock, par value $0.01 per share | 220,000 | 45.39 | 9.99M | 306,148 | — | ↗ |
| 2021-11-01 | GOTTLIEB JASON A | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 1,766 | 49.45 | 87.3K | 70,038 | — | ↗ |
| 2021-08-13 | Multani Saloni S | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-05-14 | DALEY CHARLES J JR | Officer / 10% Owner | S-Sale | D | Class A Common Stock, par value $0.01 per share | 19,930 | 51.77 | 1.03M | 34,274 | — | ↗ |
| 2021-04-30 | COXE TENCH | Director | P-Purchase | A | Class A Common Stock, par value $0.01 per share | 98,000 | 51.06 | 5.00M | 98,000 | — | ↗ |
| 2021-03-01 | Ramirez Gregory K | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 9,404 | 0.00 | — | 50,304 | — | ↗ |
| 2021-03-01 | Kwei Eileen Lee | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,642 | 0.00 | — | 11,729 | — | ↗ |
| 2021-03-01 | Krein Christopher J | Officer | A-Award | A | Performance Share Units | 18,808 | 0.00 | — | 18,808 | — | ↗ |
| 2021-03-01 | Johnson Sarah A | Officer | D-Return | D | Class B Common Units of Artisan Partners Holdings LP | 20,000 | 0.00 | — | 74,464 | — | ↗ |
| 2021-03-01 | GOTTLIEB JASON A | Officer | A-Award | A | Performance Share Units | 28,211 | 0.00 | — | 58,211 | — | ↗ |
| 2021-03-01 | DALEY CHARLES J JR | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 9,404 | 0.00 | — | 54,204 | — | ↗ |
| 2021-03-01 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Performance Share Units | 28,211 | 0.00 | — | 58,211 | — | ↗ |
| 2021-02-16 | Kwei Eileen Lee | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 558 | 52.16 | 29.1K | 6,087 | — | ↗ |
| 2021-02-16 | Krein Christopher J | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 2,068 | 52.16 | 107.9K | 25,526 | — | ↗ |
| 2021-02-16 | GOTTLIEB JASON A | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 10,024 | 52.16 | 522.9K | 71,804 | — | ↗ |
| 2021-01-26 | ZIEGLER ANDREW A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,300 | 0.00 | — | 43,433 | — | ↗ |
| 2021-01-26 | Kwei Eileen Lee | Officer | — | D | Class A Common Stock, par value $0.01 per share | 0 | 0.00 | — | 6,645 | — | ↗ |
| 2021-01-26 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,109 | 0.00 | — | 47,898 | — | ↗ |
| 2021-01-26 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,300 | 0.00 | — | 12,414 | — | ↗ |
| 2021-01-26 | COXE TENCH | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 3,345 | 0.00 | — | 86,148 | — | ↗ |
| 2021-01-26 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,109 | 0.00 | — | 6,109 | — | ↗ |
| 2021-01-26 | BARBETTA JENNIFER | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 3,345 | 0.00 | — | 3,345 | — | ↗ |
| 2020-11-02 | GOTTLIEB JASON A | Officer | S-Sale | D | Class A Common Stock, par value $0.01 per share | 10,000 | 41.55 | 415.5K | 81,828 | — | ↗ |
| 2020-10-01 | BARBETTA JENNIFER | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-03-13 | COXE TENCH | Director | P-Purchase | A | Class A Common Stock, par value $0.01 per share | 8,075 | 22.09 | 178.4K | 82,803 | — | ↗ |
| 2020-02-24 | DALEY CHARLES J JR | Officer / 10% Owner | D-Return | D | Class B Common Stock, par value $0.01 per share | 37,729 | 0.00 | — | 60,050 | — | ↗ |
| 2020-02-18 | Ramirez Gregory K | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 2,500 | 0.00 | — | 40,900 | — | ↗ |
| 2020-02-18 | Krein Christopher J | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 11,500 | 0.00 | — | 27,594 | — | ↗ |
| 2020-02-18 | Johnson Sarah A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,500 | 0.00 | — | 46,000 | — | ↗ |
| 2020-02-18 | HAMMAN JAMES S JR | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 2,500 | 0.00 | — | 37,996 | — | ↗ |
| 2020-02-18 | GOTTLIEB JASON A | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 9,882 | 35.68 | 352.6K | 91,828 | — | ↗ |
| 2020-02-18 | DALEY CHARLES J JR | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,500 | 0.00 | — | 44,800 | — | ↗ |
| 2020-02-18 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Performance Share Units | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2020-01-29 | ZIEGLER ANDREW A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,923 | 0.00 | — | 39,133 | — | ↗ |
| 2020-01-29 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,627 | 0.00 | — | 43,789 | — | ↗ |
| 2020-01-29 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,923 | 0.00 | — | 8,114 | — | ↗ |
| 2020-01-29 | COXE TENCH | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,442 | 0.00 | — | 32,803 | — | ↗ |
| 2020-01-29 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,627 | 0.00 | — | 7,599 | — | ↗ |
| 2020-01-01 | Krein Christopher J | Officer | — | D | Class A Common Stock, par value $0.01 per share | 0 | 0.00 | — | 17,365 | — | ↗ |
| 2019-08-01 | HAMMAN JAMES S JR | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 363 | 29.14 | 10.6K | 36,069 | — | ↗ |
| 2019-03-13 | GOTTLIEB JASON A | Officer | S-Sale | D | Class A Common Stock, par value $0.01 per share | 10,000 | 26.18 | 261.8K | 101,710 | — | ↗ |
| 2019-02-19 | Ramirez Gregory K | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 3,000 | 0.00 | — | 38,400 | — | ↗ |
| 2019-02-19 | Johnson Sarah A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,000 | 0.00 | — | 41,500 | — | ↗ |
| 2019-02-19 | HAMMAN JAMES S JR | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 3,000 | 0.00 | — | 36,432 | — | ↗ |
| 2019-02-19 | GOTTLIEB JASON A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 40,000 | 0.00 | — | 111,710 | — | ↗ |
| 2019-02-19 | DALEY CHARLES J JR | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,000 | 0.00 | — | 40,300 | — | ↗ |
| 2019-02-19 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 19,443 | 0.00 | — | 124,943 | — | ↗ |
| 2019-02-15 | HAMMAN JAMES S JR | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 549 | 24.68 | 13.5K | 33,432 | — | ↗ |
| 2019-02-15 | GOTTLIEB JASON A | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 7,778 | 24.68 | 192.0K | 71,710 | — | ↗ |
| 2019-01-29 | ZIEGLER ANDREW A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 8,761 | 0.00 | — | 33,210 | — | ↗ |
| 2019-01-29 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 8,323 | 0.00 | — | 38,162 | — | ↗ |
| 2019-01-29 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 8,761 | 0.00 | — | 36,238 | — | ↗ |
| 2019-01-29 | COXE TENCH | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 6,571 | 0.00 | — | 28,361 | — | ↗ |
| 2019-01-29 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 8,323 | 0.00 | — | 34,662 | — | ↗ |
| 2019-01-29 | BRENNAN SETH W | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 6,571 | 0.00 | — | 29,883 | — | ↗ |
| 2018-08-02 | HAMMAN JAMES S JR | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 533 | 32.38 | 17.3K | 33,981 | — | ↗ |
| 2018-02-16 | Ramirez Gregory K | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,500 | 0.00 | — | 35,400 | — | ↗ |
| 2018-02-16 | Johnson Sarah A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,500 | 0.00 | — | 36,500 | — | ↗ |
| 2018-02-16 | HAMMAN JAMES S JR | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,500 | 0.00 | — | 34,514 | — | ↗ |
| 2018-02-16 | GOTTLIEB JASON A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 13,250 | 0.00 | — | 79,488 | — | ↗ |
| 2018-02-16 | DALEY CHARLES J JR | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 6,600 | 0.00 | — | 35,300 | — | ↗ |
| 2018-02-16 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 26,500 | 0.00 | — | 105,500 | — | ↗ |
| 2018-02-15 | HAMMAN JAMES S JR | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 272 | 33.43 | 9.1K | 30,014 | — | ↗ |
| 2018-02-15 | GOTTLIEB JASON A | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 4,994 | 33.43 | 166.9K | 66,238 | — | ↗ |
| 2018-02-01 | ZIEGLER ANDREW A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,045 | 0.00 | — | 24,449 | — | ↗ |
| 2018-02-01 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,792 | 0.00 | — | 29,839 | — | ↗ |
| 2018-02-01 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,045 | 0.00 | — | 27,477 | — | ↗ |
| 2018-02-01 | COXE TENCH | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 3,784 | 0.00 | — | 21,790 | — | ↗ |
| 2018-02-01 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 4,792 | 0.00 | — | 26,339 | — | ↗ |
| 2018-02-01 | BRENNAN SETH W | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 3,784 | 0.00 | — | 23,312 | — | ↗ |
| 2017-11-08 | Ramirez Gregory K | Officer / 10% Owner | M-Exempt | D | Class B Common Units of Artisan Partners Holdings LP | 2,500 | 0.00 | — | 77,364 | — | ↗ |
| 2017-02-28 | ZIEGLER ANDREW A | Director | D-Return | D | Class C Common Stock, par value $0.01 per share | 3,500,000 | 0.00 | — | 3,455,973 | — | ↗ |
| 2017-02-28 | DALEY CHARLES J JR | Officer / 10% Owner | D-Return | D | Class B Common Stock, par value $0.01 per share | 37,554 | 0.00 | — | 97,779 | — | ↗ |
| 2017-02-28 | Colson Eric R | Director / Officer / 10% Owner | D-Return | D | Class B Common Units of Artisan Partners Holdings LP | 185,305 | 0.00 | — | 482,463 | — | ↗ |
| 2017-02-16 | Ramirez Gregory K | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,000 | 0.00 | — | 28,400 | — | ↗ |
| 2017-02-16 | Johnson Sarah A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,000 | 0.00 | — | 32,000 | — | ↗ |
| 2017-02-16 | HAMMAN JAMES S JR | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 10,000 | 0.00 | — | 30,286 | — | ↗ |
| 2017-02-16 | GOTTLIEB JASON A | Officer | A-Award | A | Class A Common Stock, par value $0.01 per share | 35,000 | 0.00 | — | 71,232 | — | ↗ |
| 2017-02-16 | DALEY CHARLES J JR | Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,000 | 0.00 | — | 28,700 | — | ↗ |
| 2017-02-16 | Colson Eric R | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 10,000 | 0.00 | — | 79,000 | — | ↗ |
| 2017-02-03 | GOTTLIEB JASON A | Officer | — | D | Class A Common Stock, par value $0.01 per share | 0 | 0.00 | — | 36,232 | — | ↗ |
| 2017-01-27 | ZIEGLER ANDREW A | Director / 10% Owner | A-Award | A | Class A Common Stock, par value $0.01 per share | 7,118 | 0.00 | — | 19,404 | — | ↗ |
| 2017-01-27 | JOERRES JEFFREY A | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 6,762 | 0.00 | — | 25,047 | — | ↗ |
| 2017-01-27 | DIMARCO STEPHANIE | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 7,118 | 0.00 | — | 22,432 | — | ↗ |
| 2017-01-27 | COXE TENCH | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,339 | 0.00 | — | 18,006 | — | ↗ |
| 2017-01-27 | Barger Matthew R | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 6,762 | 0.00 | — | 21,547 | — | ↗ |
| 2017-01-27 | BRENNAN SETH W | Director | A-Award | A | Class A Common Stock, par value $0.01 per share | 5,339 | 0.00 | — | 19,528 | — | ↗ |
| 2016-08-02 | HAMMAN JAMES S JR | Officer | F-InKind | D | Class A Common Stock, par value $0.01 per share | 831 | 27.81 | 23.1K | 20,286 | — | ↗ |
Executive team
Top executives
EBIT / Employee
821.2K
Shares Outstanding
70.99M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Eric R. Colson Executive Chair | 385.0K | — | 1.89M | — | 4.76M | 206.4K | 7.24M | 26.12% | ↗ |
| 2 | 2025 | Jason A. Gottlieb Chief Executive Officer | 300.0K | — | 1.55M | — | 3.57M | 63.7K | 5.48M | 28.24% | ↗ |
| 3 | 2025 | Christopher J. Krein Head of Global Distribution | 300.0K | — | 995.8K | — | 1.73M | 61.7K | 3.08M | 32.30% | ↗ |
| 4 | 2025 | Charles J. Daley, Jr. Chief Financial Officer | 300.0K | — | 816.5K | — | 1.82M | 118.0K | 3.06M | 26.72% | ↗ |
| 5 | 2025 | Samuel B. Sellers Chief Operating Officer | 300.0K | — | 627.3K | — | 1.65M | 60.4K | 2.64M | 23.80% | ↗ |
| 6 | 2025 | Eileen L. Kwei Chief Administrative Officer | 300.0K | — | 697.0K | — | 1.51M | 63.5K | 2.57M | 27.10% | ↗ |
| 7 | 2024 | Eric R. Colson Executive Chair | 500.0K | — | 1.51M | — | 4.60M | 182.7K | 6.79M | 22.19% | ↗ |
| 8 | 2024 | Eric Chief Executive Officer | 500.0K | — | 1.51M | — | 4.60M | 182.7K | 6.79M | 22.19% | ↗ |
| 9 | 2024 | Daley, Jr. Jason President | 300.0K | — | 1.51M | — | 3.40M | 63.1K | 5.27M | 28.59% | ↗ |
| 10 | 2024 | Jason A. Gottlieb Chief Executive Officer | 300.0K | — | 1.51M | — | 3.40M | 63.1K | 5.27M | 28.59% | ↗ |
| 11 | 2024 | Charles J. Daley, Jr. Chief Financial Officer | 300.0K | — | 808.7K | — | 1.74M | 114.6K | 2.96M | 27.34% | ↗ |
| 12 | 2024 | Colson Charles Chief Financial Officer | 300.0K | — | 808.7K | — | 1.74M | 114.6K | 2.96M | 27.34% | ↗ |
| 13 | 2024 | Gottlieb Christopher Head of Global Distribution | 300.0K | — | 889.0K | — | 1.68M | 60.2K | 2.92M | 30.40% | ↗ |
| 14 | 2024 | Christopher J. Krein Head of Global Distribution | 300.0K | — | 889.0K | — | 1.68M | 60.2K | 2.92M | 30.40% | ↗ |
| 15 | 2024 | Eileen L. Kwei Chief Administrative Officer | 300.0K | — | 622.9K | — | 1.34M | 60.2K | 2.32M | 26.81% | ↗ |
| 16 | 2024 | Krein Eileen Chief Administrative Officer | 300.0K | — | 622.9K | — | 1.34M | 60.2K | 2.32M | 26.81% | ↗ |
| 17 | 2023 | Eric Chief Executive Officer | 500.0K | — | 1.99M | — | 4.00M | 176.2K | 6.67M | 29.89% | ↗ |
| 18 | 2023 | Eric R. Colson Executive Chair | 500.0K | — | 1.99M | — | 4.00M | 176.2K | 6.67M | 29.89% | ↗ |
| 19 | 2023 | Daley, Jr. Jason President | 300.0K | — | 1.41M | — | 3.20M | 56.5K | 4.97M | 28.44% | ↗ |
| 20 | 2023 | Jason A. Gottlieb Chief Executive Officer | 300.0K | — | 1.41M | — | 3.20M | 56.5K | 4.97M | 28.44% | ↗ |
| 21 | 2023 | Gottlieb Christopher Head of Global Distribution | 300.0K | — | 884.1K | — | 1.65M | 56.1K | 2.89M | 30.59% | ↗ |
| 22 | 2023 | Christopher J. Krein Head of Global Distribution | 300.0K | — | 884.1K | — | 1.65M | 56.1K | 2.89M | 30.59% | ↗ |
| 23 | 2023 | Charles J. Daley, Jr. Chief Financial Officer | 300.0K | — | 805.5K | — | 1.61M | 102.4K | 2.82M | 28.56% | ↗ |
| 24 | 2023 | Colson Charles Chief Financial Officer | 300.0K | — | 805.5K | — | 1.61M | 102.4K | 2.82M | 28.56% | ↗ |
| 25 | 2023 | Krein Eileen Chief Administrative Officer | 300.0K | — | 619.9K | — | 1.25M | 58.6K | 2.23M | 27.82% | ↗ |
| 26 | 2023 | Eileen L. Kwei Chief Administrative Officer | 300.0K | — | 619.9K | — | 1.25M | 58.6K | 2.23M | 27.82% | ↗ |
| 27 | 2022 | Eric Chief Executive Officer | 500.0K | — | 1.92M | — | 4.24M | 96.7K | 6.76M | 28.49% | ↗ |
| 28 | 2022 | Daley, Jr. Jason President | 300.0K | — | 1.92M | — | 3.06M | 54.0K | 5.34M | 36.07% | ↗ |
| 29 | 2022 | Gottlieb Christopher Head of Global Distribution | 300.0K | — | 1.28M | — | 1.80M | 51.5K | 3.43M | 37.36% | ↗ |
| 30 | 2022 | Colson Charles Chief Financial Officer | 300.0K | — | 702.7K | — | 1.61M | 80.8K | 2.70M | 26.06% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Eric Richard Colson | Executive Chairman | 5M | male |
| Jason A. Gottlieb | Chief Executive Officer, Director & President | 4M | male |
| Charles James Daley Jr. | Executive Vice President, Chief Financial Officer & Treasurer | 2M | male |
| Christopher Jon Krein | Executive Vice President | 2M | male |
| Gregory Kenneth Ramirez | Executive Vice President | 2M | male |
| Samuel Bentson Sellers | Executive Vice President & Chief Operating Officer | 2M | male |
| Eileen Lee Kwei | Executive Vice President & Chief Administrative Officer | 2M | female |
| Daniel J. O'Keefe | MD and Lead Portfolio Manager of Global Value & Select Equity Strategies | — | male |
| Laura Ellen Simpson | Executive Vice President, Chief Legal Officer & Corporate Secretary | — | female |
| Maria Negrete Gruson | MD & Portfolio Manager of Emerging Markets Team | — | female |
| Michael McKinnon | MD and Portfolio Manager of Global Value & Select Equity Strategies | — | male |
| Ryan Bruhn | Head of Investor Relations | — | — |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2021-10-26 | 2021-11-10 | Tommy Tuberville | AL | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for APAM
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
