Orion Porfolio Solutions, LLC
Position in APAM — Artisan Partners Asset Management Inc.
CIK 1360533
OMAHA, NE
Position in APAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,078,464
-$87,687 QoQ
Shares Held
60,193
+1.1% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#97
of 378 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in APAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $47,679,719 across 25 Asset Management names. APAM ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,508 | $14,911,872 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
446,181 | $7,451,222 | |
| 3 | BX |
Blackstone Inc.
|
23,453 | $2,759,714 | |
| 4 | RJF |
Raymond James Financial Inc
|
18,065 | $2,746,421 | |
| 5 | AMP |
Ameriprise Financial Inc
|
4,653 | $2,134,610 | |
| 6 | KKR |
KKR & Co. Inc.
|
22,864 | $2,098,457 | |
| 7 | APAM |
Artisan Partners Asset Management Inc.
This page
|
60,193 | $2,078,464 | |
| 8 | TROW |
Price T Rowe Group Inc
|
15,662 | $1,780,612 |
All Filings in APAM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,078,464 | 60,193 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,166,151 | 59,526 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,769,627 | 67,983 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,966,650 | 68,356 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,903,703 | 65,502 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $2,394,053 | 61,229 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $2,675,643 | 62,152 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $2,436,273 | 56,239 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $2,356,805 | 57,107 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $2,482,244 | 54,233 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $3,035,166 | 68,700 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,720,321 | 72,697 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,042,279 | 77,392 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,481,729 | 46,333 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,198,424 | 40,351 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,074,291 | 39,892 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,339,103 | 37,647 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,246,489 | 31,677 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,534,150 | 32,203 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,647,136 | 33,670 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,711,109 | 33,670 | Shares | Sole | 2021-08-03 | |
| 2020-12-31 | $1,538,893 | 30,570 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $592,414 | 15,194 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||