Artisan Partners Limited Partnership
SEC Form 13F institutional filer · CIK 0001466153
13F-HR · 139 reported holdings · 2026-03-31
Asset management firm focused on high-conviction active management.
Reported long-US-equity value
$40.96B
Top-10 concentration
39.2%
Artisan Partners Limited Partnership — $41B AUM allocation strategy
Artisan Partners Limited Partnership files SEC Form 13F and reports $41B of long US equity value across 139 reported holdings for 2026-03-31.
Its largest sector bet is Financials 32.5%, followed by Health Care 7.4% and Communication Services 7.2%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Artisan Partners Limited Partnership — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$41B
total across 139 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$EW +4.03M sh · +$317M+$FITB +3.38M sh · +$157M+$IQV +1.69M sh · +$103M
Biggest trims (shares)
−$AMAT −8.01M sh · +$153M−$BKR −4.55M sh · −$15.7M−$NFLX −4.15M sh · −$388M
Exited to nil (held last quarter, gone now)
$PYPL ($439M last qtr)$DHR ($317M last qtr)$HUM ($175M last qtr)$ARES ($110M last qtr)$VST ($110M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Property & Casualty Insurance7.8%—
- Interactive Media & Services7.2%—
- Asset Management & Custody Banks6.3%—
- Insurance Brokers4.8%—
- Semiconductor Materials & Equipment4.6%—
- Investment Banking & Brokerage4.0%—
- Managed Health Care3.7%—
- Consumer Finance3.4%—
- Other holdings58.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BNY | The Bank of New York Mellon Corporation | 18.7M | $2.57B | +720K | 6.3% |
| $ACGL | Arch Capital Group Ltd | 22.7M | $2.18B | -582K | 5.3% |
| $SCHW | Charles Schwab Corporation | 17.5M | $1.64B | +245K | 4.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 5.62M | $1.62B | -60K | 3.9% |
| $ELV | Elevance Health Inc | 5.13M | $1.5B | +94.4K | 3.7% |
| $AXP | American Express Company | 4.59M | $1.39B | +76.6K | 3.4% |
| $META | Meta Platforms Inc | 2.34M | $1.34B | -67.7K | 3.3% |
| $C | Citigroup Inc | 11.5M | $1.3B | -122K | 3.2% |
| $GRMN | Garmin Ltd | 5.52M | $1.28B | -180K | 3.1% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 2.61M | $1.25B | +2.7K | 3.0% |
…and 129 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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