Artisan Partners Asset Management Inc.
US ˙ NYSE ˙ US04316A1088

SecurityAPAM / Artisan Partners Asset Management Inc.
InstitutionKeystone Financial Group
Latest Disclosed Ownership27,517 shares
Latest Disclosed Value $ 1,001,345
Keystone Financial Group reports 11.00% increase in ownership of APAM / Artisan Partners Asset Management Inc.

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 27,517 shares of Artisan Partners Asset Management Inc. (US:APAM) valued at $1,001,344 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 24,791 shares of Artisan Partners Asset Management Inc.. This represents a change in shares of 11.00% during the quarter. The current value of the position is $1,023,357 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F ARTISAN PARTNERS Equtities 04316A108 27,517 2,726 11.00 1,001 -0.79 0.0674
2026-02-06 2025-12-31 13F ARTISAN PARTNERS Equities 04316A108 24,791 0 0.00 1,010 -6.14 0.0747
2025-11-17 2025-09-30 13F/A-1 ARTISAN PARTNERS Common Stock 04316A108 24,791 0 0.00 1,076 -2.09 0.0822
2025-11-14 2025-09-30 13F ARTISAN PARTNERS Common Stock 04316A108 24,791 0 1,099 0.0874
2025-08-13 2025-06-30 13F ARTISAN PARTNERS Common Stock 04316A108 24,791 0 0.00 1,099 13.31 0.0991
2025-05-13 2025-03-31 13F ARTISAN PARTNERS Common Stock 04316A108 24,791 5,874 31.05 969 19.04 0.0985
2025-02-13 2024-12-31 13F ARTISAN PARTNERS Common Stock 04316A108 18,917 0 0.00 814 -0.61 0.0801
2025-02-19 2024-09-30 13F/A-3 ARTISAN PARTNERS Common Stock 04316A108 18,917 233 1.25 819 6.23 0.1049
2025-02-18 2024-09-30 13F/A-2 ARTISAN PARTNERS Common Stock 04316A108 45,185 26,501 815 0.1061
2024-11-12 2024-09-30 13F ARTISAN PARTNERS Common Stock 04316A108 18,917 233 819 0.2705
2024-07-31 2024-06-30 13F ARTISAN PARTNERS Common Stock 04316A108 18,684 0 0.00 771 -9.82 0.2762
2024-05-08 2024-03-31 13F ARTISAN PARTNERS Common Stock 04316A108 18,684 800 4.47 855 8.23 0.1246
2024-02-14 2023-12-31 13F/A-1 ARTISAN PARTNERS Common Stock 04316A108 17,884 0 0.00 790 18.09 0.1374
2024-02-09 2023-12-31 13F ARTISAN PARTNERS Common Stock 04316A108 17,884 0 790 0.1374
2023-11-06 2023-09-30 13F ARTISAN PARTNERS Common Stock 04316A108 17,884 250 1.42 669 -3.46 0.1121
2023-08-07 2023-06-30 13F ARTISAN PARTNERS Common Stock 04316A108 17,634 -1,000 -5.37 693 25.32 0.1179
2023-02-07 2022-12-31 13F ARTISAN PARTNERS Common Stock 04316A108 18,634 -1,200 -6.05 553 3.56 0.1093
2022-11-10 2022-09-30 13F ARTISAN PARTNERS Common Stock 04316A108 19,834 -1,100 -5.25 534 -28.32 0.1083
2022-08-05 2022-06-30 13F ARTISAN PARTNERS Common Stock 04316A108 20,934 900 4.49 745 -5.46 0.1476
2022-05-13 2022-03-31 13F ARTISAN PARTNERS Common Stock 04316A108 20,034 -1,450 -6.75 788 -22.97 0.1338
2022-02-11 2021-12-31 13F ARTISAN PARTNERS Common Stock 04316A108 21,484 14 0.07 1,023 -2.57 0.1678
2021-11-12 2021-09-30 13F ARTISAN PARTNERS Common Stock 04316A108 21,470 0 0.00 1,050 -3.76 0.1900
2021-08-13 2021-06-30 13F ARTISAN PARTNERS Common Stock 04316A108 21,470 250 1.18 1,091 -1.45 0.1976
2021-05-11 2021-03-31 13F ARTISAN PARTNERS Common Stock 04316A108 21,220 -700 -3.19 1,107 0.36 0.2156
2021-02-10 2020-12-31 13F ARTISAN PARTNERS Common Stock 04316A108 21,920 6,236 39.76 1,103 80.23 0.2294
2020-11-13 2020-09-30 13F ARTISAN PARTNERS Common Stock 04316A108 15,684 3,675 30.60 612 56.92 0.1502
2020-08-13 2020-06-30 13F ARTISAN PARTNERS Common Stock 04316A108 12,009 0 0.00 390 51.16 0.1060
2020-05-05 2020-03-31 13F/A-1 ARTISAN PARTNERS Common Stock 04316A108 12,009 2,600 27.63 258 -15.13 0.0855
2020-05-05 2020-03-31 13F ARTISAN PARTNERS Common Stock 04316A108 9,409 0 304 81,670.3741
2020-02-06 2019-12-31 13F ARTISAN PARTNERS Common Stock 04316A108 9,409 0 0.00 304 14.29 0.0817
2019-11-07 2019-09-30 13F ARTISAN PARTNERS Common Stock 04316A108 9,409 1,600 20.49 266 23.72 0.0818
2019-08-07 2019-06-30 13F ARTISAN PARTNERS Common Stock 04316A108 7,809 7,809 215 0.0699
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.