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Artisan Partners (NYSE: APAM) reports $183B in July 2026 assets under management

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Artisan Partners Asset Management Inc. reported that preliminary assets under management (AUM) as of July 31, 2026 were $183.0 billion. Artisan Funds and Artisan Global Funds accounted for $94.3 billion, while separate accounts and other AUM accounted for $88.7 billion.

The largest strategies included International Value at $58,179 million and Global Value at $39,737 million, with High Income fixed income at $14,328 million and Non-U.S. Growth at $16,596 million. The company states it has commenced an orderly wind-down of the U.S. Value team’s strategies, expected to continue throughout the third quarter.

Positive

  • None.

Negative

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Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Total AUM $183.0 billion Preliminary assets under management as of July 31, 2026
Fund AUM $94.3 billion Artisan Funds and Artisan Global Funds portion of total AUM
Separate account and other AUM $88.7 billion Assets managed in separate accounts, CITs, and private funds
International Value AUM $58,179 million AUM in the International Value strategy as of July 31, 2026
Global Value AUM $39,737 million AUM in the Global Value strategy as of July 31, 2026
High Income AUM $14,328 million AUM in the High Income credit strategy
Model-based AUM $373.9 million AUM where APAM provides investment models to managed account sponsors
assets under management financial
"reported that its preliminary assets under management ("AUM") as of July 31, 2026"
Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.
separate account and other AUM financial
"Separate account and other AUM consists of the assets we manage in or through vehicles other"
orderly wind-down financial
"Artisan has commenced an orderly wind-down of the US Value team's strategies"
uncalled and recallable capital financial
"Represents NAV plus uncalled and recallable capital"
collective investment trusts financial
"assets we manage in Artisan-branded collective investment trusts, and in our own private funds"
Collective investment trusts are pooled investment funds run by banks or trust companies for workplace retirement plans and other qualified accounts; think of them like a shared shopping cart where many investors combine money to buy a mix of stocks or bonds. They matter to investors because they often charge lower fees and are designed for long-term retirement use, which can improve net returns and affect the cost, liquidity and transparency of retirement savings.

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FAQ

What were Artisan Partners Asset Management (APAM) total AUM as of July 31, 2026?
Artisan Partners reported preliminary assets under management of $183.0 billion as of July 31, 2026. This total includes a broad range of equity, credit, and multi-asset strategies managed across multiple teams and investment vehicles worldwide.

How are APAM’s $183.0 billion of AUM split between funds and separate accounts?
As of July 31, 2026, $94.3 billion of APAM’s AUM were in Artisan Funds and Artisan Global Funds, while $88.7 billion were in separate accounts and other AUM, including collective investment trusts and private funds.

Which investment strategies at APAM had the largest AUM in July 2026?
The International Value strategy had $58,179 million in AUM and Global Value held $39,737 million. Other sizable strategies included Non-U.S. Growth at $16,596 million and High Income at $14,328 million in assets.

What did APAM disclose about its U.S. Value team strategies?
APAM disclosed it has commenced an orderly wind-down of the U.S. Value team’s strategies. The company expects this process to continue throughout the third quarter, affecting strategies such as Value Equity, U.S. Mid-Cap Value, and Value Income.

How much of APAM’s AUM involves investment models for managed account sponsors?
APAM stated that AUM includes $373.9 million for which it provides investment models to managed account sponsors. These amounts are generally reported on a lag not exceeding one quarter and are included within the total firm AUM figure.

What is included in APAM’s separate account and other AUM category?
Separate account and other AUM comprise assets APAM manages outside Artisan Funds and Artisan Global Funds, including traditional separate accounts, Artisan-branded collective investment trusts, and the firm’s own private funds, all counted within the $88.7 billion figure.
0001517302false00015173022026-08-112026-08-11


UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of
The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): August 11, 2026
Artisan Partners Asset Management Inc.
(Exact name of registrant as specified in its charter)
Delaware001-3582645-0969585
(State or other jurisdiction of
incorporation or organization)		(Commission file number)(I.R.S. Employer
Identification No.)
875 E. Wisconsin Avenue, Suite 800
Milwaukee, WI 53202
(Address of principal executive offices and zip code)

(414) 390-6100
(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading SymbolName of each exchange on which registered
Class A common stock, par value $0.01 per shareAPAMNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
                             Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐






Item 8.01 Other Events
On August 11, 2026, Artisan Partners Asset Management Inc. (the “Company”) issued a press release reporting certain information about the Company’s preliminary assets under management as of July 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
The information in this Item 8.01, including the exhibit incorporated herein by reference, shall be deemed “filed” for purposes of the Securities Exchange Act of 1934, as amended, and shall be deemed incorporated by reference in the Company’s filings under the Securities Act of 1933, as amended.

Item 9.01 Financial Statements and Exhibits
Exhibit NumberDescription of Exhibit
99.1
Press Release of Artisan Partners Asset Management Inc. dated August 11, 2026
104Cover Page Interactive Data File (embedded within the Inline XBRL document)


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Artisan Partners Asset Management Inc.
Date: August 11, 2026
By:/s/ Charles J. Daley, Jr.
Name:Charles J. Daley, Jr.
Title:Executive Vice President, Chief Financial Officer and Treasurer


apamheader.gif
Artisan Partners Asset Management Inc. Reports July 2026 Assets Under Management
Milwaukee, WI - August 11, 2026 - Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of July 31, 2026 totaled $183.0 billion. Artisan Funds and Artisan Global Funds accounted for $94.3 billion of total firm AUM, while separate accounts and other AUM1 accounted for $88.7 billion.

PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2
As of July 31, 2026 - ($ Millions)
Growth Team
Global Opportunities$12,785 
Global Discovery1,893 
U.S. Mid-Cap Growth9,366 
U.S. Small-Cap Growth2,725 
Franchise1,037 
Global Equity Team
Global Equity415 
Non-U.S. Growth16,596 
U.S. Value Team3
Value Equity252 
U.S. Mid-Cap Value1,299 
Value Income4 
International Value Group
International Value58,179 
International Explorer1,295 
Global Special Situations39 
Global Value Team
Global Value39,737 
Select Equity1,080 
Sustainable Emerging Markets Team
Sustainable Emerging Markets3,397 
Credit Team
High Income14,328 
Credit Opportunities429 
Floating Rate296 
Custom Credit Solutions1,547 
Developing World Team
Developing World3,242 
Antero Peak Group
Antero Peak2,513 
Antero Peak Hedge248 
International Small-Mid Team
Non-U.S. Small-Mid Growth4,008 
EMsights Capital Group
Global Unconstrained2,026 
Emerging Markets Debt Opportunities1,571 
Emerging Markets Local Opportunities1,962 
Grandview Property Partners
Grandview Property Partners4
776 
Total Firm Assets Under Management ("AUM")$183,045 



apamheader.gif
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 $373.9 million in aggregate for which Artisan Partners provides investment models to managed account sponsors (generally reported on a lag not exceeding one quarter).
3 Artisan has commenced an orderly wind-down of the US Value team's strategies, with the process expected to continue throughout the third quarter.
4 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 ir@artisanpartners.com
Source: Artisan Partners Asset Management Inc.


Source: View Original Filing on SEC EDGAR

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