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Equibles

Creative Planning

Position in APAM — Artisan Partners Asset Management Inc.

CIK 1540235 OVERLAND PARK, KS
Back to APAM Full portfolio

Position in APAM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$9,356,213
+$5,043,234 QoQ
Shares Held
270,959
+128.6% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#43
of 380 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in APAM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. APAM ranks #17 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in APAM

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,356,213 270,959
2026-03-31 $4,312,979 118,521
2025-12-31 $1,643,573 40,343
2025-09-30 $1,638,522 37,754
2024-09-30 $332,784 7,682
2024-06-30 $336,061 8,143
2024-03-31 $553,633 12,096
2023-12-31 $308,155 6,975
2023-09-30 $223,584 5,975
2023-06-30 $376,943 9,589
2021-03-31 $1,173,303 22,490
2020-12-31 $970,404 19,277
2020-09-30 $746,658 19,150
2020-06-30 $622,375 19,150