Artisan Partners reported preliminary assets under management of $186 billion as of May 31, 2026, with $5.7 billion expected to terminate.
Quiver AI Summary
Artisan Partners Asset Management Inc. announced its preliminary assets under management (AUM) totaled $186.0 billion as of May 31, 2026. The Artisan Funds and Artisan Global Funds represented $92.3 billion, while separate accounts made up $93.7 billion. The firm noted that a U.S. sub-advisory mandate of approximately $5.7 billion in its Value Equity strategy is expected to terminate in early June. This reduction will have a limited effect on revenues due to the nature of the mandate's fees. The press release also detailed the AUM by strategy, highlighting various investment groups and their respective amounts. Artisan Partners continues to provide a diverse range of investment strategies globally, focusing on attracting skilled investment professionals since its establishment in 1994.
Potential Positives
- Artisan Partners reported preliminary assets under management (AUM) of $186.0 billion, indicating a strong financial position and growth in investments.
- The firm anticipates a muted revenue impact from the termination of a $5.7 billion U.S. sub-advisory mandate, showcasing resilience and effective management of fee structures.
- The breakdown of AUM highlights a diversified investment strategy across multiple asset classes, suggesting a well-rounded portfolio management approach.
- Artisan Partners emphasizes its commitment to attracting experienced investment professionals, reinforcing their dedication to high-quality asset management and client service.
Potential Negatives
- Artisan Partners is expected to lose a significant $5.7 billion in assets due to the termination of a U.S. sub-advisory mandate, which may signal potential dissatisfaction among clients.
- The reduction in assets under management could negatively impact the company's reputation and perceived stability in a competitive investment management landscape.
- The mention of a "muted impact" on revenues could imply that the company's overall financial health may be reliant on a limited number of mandates or strategies, raising concerns about diversification.
FAQ
What were Artisan Partners' assets under management as of May 31, 2026?
Artisan Partners reported a total of $186.0 billion in assets under management as of May 31, 2026.
How much of the AUM came from Artisan Funds and Global Funds?
Artisan Funds and Artisan Global Funds accounted for $92.3 billion of the total firm AUM.
What impact will the U.S. sub-advisory mandate termination have on revenues?
The termination of the U.S. sub-advisory mandate is expected to have a muted impact on revenues.
What strategies contributed to Artisan Partners' total assets under management?
Strategies like Global Opportunities, International Value, and Sustainable Emerging Markets contributed to total AUM.
How can investors contact Artisan Partners for inquiries?
Investors can contact Artisan Partners at 866.632.1770 or via email at [email protected].
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$APAM Revenue
$APAM had revenues of $303M in Q1 2026. This is an increase of 9.33% from the same period in the prior year.
You can track APAM financials on Quiver Quantitative's APAM stock page.
You can access data on APAM stock through the Quiver Quantitative API.
$APAM Hedge Fund Activity
We have seen 196 institutional investors add shares of $APAM stock to their portfolio, and 205 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 498,823 shares (-16.4%) from their portfolio in Q1 2026, for an estimated $18,152,168
- JANUS HENDERSON GROUP PLC removed 412,277 shares (-55.5%) from their portfolio in Q4 2025, for an estimated $16,796,164
- CITADEL ADVISORS LLC added 330,161 shares (+142.7%) to their portfolio in Q1 2026, for an estimated $12,014,558
- TUDOR INVESTMENT CORP ET AL added 293,524 shares (+480.6%) to their portfolio in Q1 2026, for an estimated $10,681,338
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added 289,105 shares (+12.6%) to their portfolio in Q1 2026, for an estimated $10,520,530
- TWO SIGMA INVESTMENTS, LP added 229,485 shares (+900.4%) to their portfolio in Q1 2026, for an estimated $8,350,959
- MILLENNIUM MANAGEMENT LLC added 195,429 shares (+86.5%) to their portfolio in Q1 2026, for an estimated $7,111,661
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$APAM Price Targets
Multiple analysts have issued price targets for $APAM recently. We have seen 3 analysts offer price targets for $APAM in the last 6 months, with a median target of $38.0.
Here are some recent targets:
- John Dunn from Evercore ISI Group set a target price of $38.0 on 04/30/2026
- Kenneth S. Lee from RBC Capital set a target price of $43.0 on 04/30/2026
- Alexander Blostein from Goldman Sachs set a target price of $34.0 on 04/07/2026
Full Release
MILWAUKEE, June 05, 2026 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of May 31, 2026 totaled $186.0 billion. Artisan Funds and Artisan Global Funds accounted for $92.3 billion of total firm AUM, while separate accounts and other AUM 1 accounted for $93.7 billion. During the period, Artisan was notified that a U.S. sub-advisory mandate representing approximately $5.7 billion of assets in the U.S. Value Team’s Value Equity strategy is expected to terminate in early June 2026. The reduction in assets under management will have a muted impact on revenues given the nature of the mandate and its associated fees.
| PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY 2 | ||
| As of May 31, 2026 - ($ Millions) | ||
| Growth Team | ||
| Global Opportunities | $13,433 | |
| Global Discovery | 1,104 | |
| U.S. Mid-Cap Growth | 9,776 | |
| U.S. Small-Cap Growth | 2,860 | |
| Franchise | 1,017 | |
| Global Equity Team | ||
| Global Equity | 443 | |
| Non-U.S. Growth | 16,783 | |
| U.S. Value Team | ||
| Value Equity | 6,160 | |
| U.S. Mid-Cap Value | 1,265 | |
| Value Income | 8 | |
| International Value Group | ||
| International Value | 56,107 | |
| International Explorer | 1,241 | |
| Global Special Situations | 37 | |
| Global Value Team | ||
| Global Value | 38,419 | |
| Select Equity | 1,053 | |
| Sustainable Emerging Markets Team | ||
| Sustainable Emerging Markets | 3,585 | |
| Credit Team | ||
| High Income | 14,156 | |
| Credit Opportunities | 395 | |
| Floating Rate | 126 | |
| Custom Credit Solutions | 1,524 | |
| Developing World Team | ||
| Developing World | 3,440 | |
| Antero Peak Group | ||
| Antero Peak | 2,438 | |
| Antero Peak Hedge | 247 | |
| International Small-Mid Team | ||
| Non-U.S. Small-Mid Growth | 4,403 | |
| EMsights Capital Group | ||
| Global Unconstrained | 1,763 | |
| Emerging Markets Debt Opportunities | 1,462 | |
| Emerging Markets Local Opportunities | 1,916 | |
| Grandview Property Partners | ||
| Grandview Property Partners 3 | 837 | |
| Total Firm Assets Under Management ("AUM") | $185,998 | |
1
Separate account and other AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds. Separate account and other AUM includes assets we manage in traditional separate accounts, as well as assets we manage in Artisan-branded collective investment trusts, and in our own private funds.
2
AUM includes $316.6 million in aggregate for which Artisan Partners provides investment models to managed account sponsors (generally reported on a lag not exceeding one quarter).
3
Represents NAV plus uncalled and recallable capital.
ABOUT ARTISAN PARTNERS
Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.
Investor Relations Inquiries: 866.632.1770 or [email protected]
Source: Artisan Partners Asset Management Inc.
