Position in APAM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$873,747
+$337,468 QoQ
Shares Held
25,304
+71.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#158
of 378 holders
Holding Since
Mar 2023
10 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, 2026INCEPTIONR LLC holds $16,644,667 across 16 Asset Management names. APAM ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
14,508 | $2,205,651 | |
| 2 | BEN |
Franklin Resources Inc
|
59,817 | $1,990,111 | |
| 3 | AMP |
Ameriprise Financial Inc
|
4,317 | $1,980,466 | |
| 4 | STT |
State Street Corp
|
10,943 | $1,855,932 | |
| 5 | TROW |
Price T Rowe Group Inc
|
16,226 | $1,844,733 | |
| 6 | IVZ |
Invesco Ltd.
|
49,136 | $1,296,699 | |
| 7 | NTRS |
Northern Trust Corp
|
6,251 | $1,086,673 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
This page
|
25,304 | $873,747 |
All Filings in APAM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,747 | 25,304 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $536,279 | 14,737 | Shares | Sole | 2026-05-14 | |
| 2025-03-31 | $603,117 | 15,425 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $287,487 | 6,678 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $757,320 | 17,482 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $473,531 | 11,474 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $355,999 | 7,778 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $275,904 | 6,245 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $258,306 | 6,571 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $203,840 | 6,374 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||