Exploring Artisan Partners Asset Management Inc. (APAM) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Artisan Partners Asset Management Inc. (APAM) and what drives their investment decisions? As of December 31, 2024, the firm managed a preliminary $161.2 billion in assets, with $77.6 billion in Artisan Funds and Artisan Global Funds, and $83.6 billion in separate accounts and other assets. Institutional investors hold a significant stake, with 92.86% institutional ownership. Let's delve into the details of APAM's investor profile, exploring the key institutional holders and examining the factors influencing their investment strategies, including recent shifts in holdings where Wasatch Advisors LP decreased their shares by 431,958 in Q4 2024, while Channing Capital Management, LLC increased their shares by 224,455 during the same period.

Artisan Partners Asset Management Inc. (APAM) Who Invests in Artisan Partners Asset Management Inc. and Why?

Understanding the investor profile of Artisan Partners Asset Management Inc. (APAM) involves examining the diverse range of entities and individuals who invest in the company. These investors are typically drawn to Artisan Partners Asset Management Inc. (APAM) due to its growth prospects, dividend payouts, and established market position.

Key Investor Types: A variety of investors hold shares in Artisan Partners Asset Management Inc. (APAM), each with their own investment strategies and motivations:

• Institutional Investors: These include large entities such as pension funds, mutual funds, insurance companies, and endowments. Institutional investors often hold significant portions of a company's stock.
• Retail Investors: Individual investors who buy and sell securities for their own accounts, often investing through brokerage firms or investment advisors.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active return, or alpha, for their investors.
• Insider Investors: These include company executives and board members who own shares in the company.

Investment Motivations: Investors are attracted to Artisan Partners Asset Management Inc. (APAM) for several key reasons:

• Growth Prospects: Investors may believe in the company's potential for future growth and expansion in the asset management industry.
• Dividends: Companies that consistently pay dividends can be attractive to income-seeking investors.
• Market Position: A strong and stable position in the market can instill confidence in investors.

Investment Strategies: The strategies employed by investors in Artisan Partners Asset Management Inc. (APAM) can vary widely:

• Long-Term Holding: Some investors adopt a buy-and-hold strategy, maintaining their positions for extended periods to benefit from long-term growth.
• Short-Term Trading: Other investors may engage in more frequent trading, seeking to profit from short-term price fluctuations.
• Value Investing: This strategy involves identifying undervalued companies with the expectation that their market price will eventually reflect their intrinsic value.

To illustrate the holdings of different investor types, consider the following hypothetical data based on the most recent fiscal year. Please note that this is an example and not actual data:

Understanding who invests in Artisan Partners Asset Management Inc. (APAM) and why can offer valuable insights into the company's stock performance and overall market perception. Each investor type brings its own perspective and strategy, contributing to the dynamic nature of the company's shareholder base.

To gain more insights into the history, mission, and ownership of Artisan Partners Asset Management Inc. (APAM), explore this resource: Artisan Partners Asset Management Inc. (APAM): History, Ownership, Mission, How It Works & Makes Money

Artisan Partners Asset Management Inc. (APAM) Institutional Ownership and Major Shareholders of Artisan Partners Asset Management Inc. (APAM)

Institutional ownership in Artisan Partners Asset Management Inc. (APAM) reflects the degree of confidence that large financial organizations have in the company's stock. These institutions, which include mutual funds, pension funds, hedge funds, and insurance companies, manage substantial assets and can significantly influence a stock's price and stability.

As of the latest available data, several institutional investors hold significant positions in Artisan Partners Asset Management Inc. (APAM). These major shareholders can exert considerable influence on company strategy through their voting rights and ongoing assessments of the firm's performance. Recent changes in their holdings can provide valuable insights into market sentiment surrounding Artisan Partners Asset Management Inc. (APAM).

Here is a list of some of the top institutional investors and their reported shareholdings in Artisan Partners Asset Management Inc. (APAM) based on 2024 fiscal year data:

• The Vanguard Group, Inc. – Holding approximately 2.3 million shares.
• BlackRock Fund Advisors – Holding approximately 1.5 million shares.
• Dimensional Fund Advisors LP – Holding approximately 1.2 million shares.
• Geode Capital Management, LLC – Holding approximately 500K shares.
• State Street Global Advisors, Inc. – Holding approximately 400K shares.

Changes in institutional ownership can signal shifts in investor sentiment. Increases in holdings may suggest a positive outlook on the company’s future prospects, while decreases may indicate concerns about performance or broader market conditions. Recent filings provide a glimpse into these changes:

Based on recent data, some institutional investors have adjusted their positions in Artisan Partners Asset Management Inc. (APAM):

• Some institutions have increased their stakes, reflecting confidence in Artisan Partners Asset Management Inc. (APAM)’s strategy and potential for growth.
• Conversely, other institutions have reduced their positions, possibly due to portfolio rebalancing or concerns about near-term performance.

The collective actions of institutional investors can have a notable impact on Artisan Partners Asset Management Inc. (APAM)’s stock price. Large purchases can drive up demand, while significant sales can create downward pressure. Moreover, these investors often engage with company management, influencing strategic decisions and corporate governance.

The role of institutional investors in Artisan Partners Asset Management Inc. (APAM) includes:

• Price discovery: Their trading activity contributes to the overall price discovery process.
• Stability: Long-term institutional holders can provide stability to the stock.
• Governance: They can influence corporate governance through proxy voting and engagement with management.

For further insights into the financial health of Artisan Partners Asset Management Inc. (APAM), consider exploring additional resources: Breaking Down Artisan Partners Asset Management Inc. (APAM) Financial Health: Key Insights for Investors

Artisan Partners Asset Management Inc. (APAM) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Artisan Partners Asset Management Inc. (APAM) involves identifying the major institutional and individual investors, assessing their influence on the company's decisions and stock performance, and noting any recent significant investment moves. This analysis provides insights into the market sentiment and potential future direction of APAM.

While specific real-time data on all individual investors may vary, focusing on institutional ownership provides a clearer picture. Institutional investors, such as mutual funds, hedge funds, and pension funds, often hold significant portions of a company's stock, and their activities can have a substantial impact.

Here are some potential areas to consider regarding Artisan Partners Asset Management Inc. (APAM)'s investors:

• Notable Investors: Identifying key institutional investors is crucial. These may include well-known mutual fund companies like Vanguard, BlackRock, and State Street, as well as investment management firms and hedge funds. Activist investors, who seek to influence company policy, may also be relevant.
• Investor Influence: The influence of these investors is generally proportional to their stake in the company. Large institutional holders can exert pressure on management regarding strategic decisions, executive compensation, and corporate governance. Their voting power at shareholder meetings can be significant.
• Recent Moves: Monitoring recent buying or selling activity by major shareholders can provide valuable signals. For example, a large purchase by a prominent investor might indicate confidence in the company's future prospects, while a significant sell-off could suggest concerns. Any activist campaigns launched by investors would also be noteworthy.

To illustrate the kind of information that would be relevant, consider a hypothetical scenario based on typical institutional ownership structures:

Analyzing these aspects helps to understand the investor dynamics surrounding Artisan Partners Asset Management Inc. (APAM) and their potential impact on the company's performance and strategic direction. You can explore more about the company's values here: Mission Statement, Vision, & Core Values of Artisan Partners Asset Management Inc. (APAM).

Artisan Partners Asset Management Inc. (APAM) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of Artisan Partners Asset Management Inc. (APAM). This involves analyzing the perspectives of major shareholders, recent market behaviors, and insights from financial analysts.

Investor Sentiment:

Institutional ownership in Artisan Partners Asset Management Inc. (APAM) is significant. According to recent filings, 670 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 81,000,667 shares . Major shareholders include:

• BlackRock, Inc.
• Vanguard Group Inc
• Kayne Anderson Rudnick Investment Management Llc
• State Street Corp
• Charles Schwab Investment Management Inc

Recent activity shows that some institutional investors have increased their positions, while others have decreased them. For example:

• HARBOR CAPITAL ADVISORS, INC. added 253,438 shares (+67047.1%) in Q1 2025
• WASATCH ADVISORS LP removed 431,958 shares (-23.8%) in Q4 2024

Corporate insider sentiment appears to be negative, with an increase in insiders selling shares over the past quarter. Last month, Gregory Ramirez, the EVP of APAM, sold 5,905.00 shares for $254,800.75.

Recent Market Reactions:

APAM's stock price has experienced some volatility. As of April 17, 2025, the stock price was $35.04, a 0.43% increase in the past 24 hours . However, it has fallen by -3.76% compared to the previous week, and -12.94% over the last month . Over the last year, the stock has shown a -17.94% decrease .

The stock's 52-week high is $48.98, while the 52-week low is $32.75. This indicates a wide trading range, reflecting market uncertainty and varying investor expectations. The market capitalization of Artisan Partners Asset Management Inc. is $2.45 Billion, a -4.47% decrease over the last week .

Analyst Perspectives:

Analysts' opinions on Artisan Partners Asset Management Inc. are mixed. The consensus rating is 'Hold,' but individual analysts have varying price targets. For instance:

• RBC Capital analyst Kenneth Lee maintained a 'Buy' rating with a price target of $43.00
• The average price target is $41.55

These ratings suggest a cautious optimism, with some analysts believing the stock has potential for growth. Analysts project annual revenue for Artisan Partners Asset Management at $937 Million, a 13.41% decrease. The projected annual EPS is $2.69, a 19.51% decrease .

Additional Factors:

• Upcoming Earnings Release: The company will release its Q1 2025 financial results on April 29, 2025, which is a critical event for stakeholders.
• Strategic Initiatives: Investors are interested in any new strategic initiatives or changes in investment strategies that the company might undertake.
• Assets Under Management (AUM): As of February 28, 2025, Artisan Partners reported $167.7 Billion in assets under management.

For further insights into the company's financial standing, consider exploring this resource: Breaking Down Artisan Partners Asset Management Inc. (APAM) Financial Health: Key Insights for Investors