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| Bahl & Gaynor Inc
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| CRD # | 106139 |
| SEC # | 801-36951 |
| CIK # | 0000872259, 0000106139 |
| AUM | 20.99 B (2026-02-09) |
| Employees | 79 (59% Investors, 29% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-287-6100 |
| Address | 255 East Fifth Street Cincinnati, OH 45202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000872259 0000106139 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 0.9 | ||
| Microsoft Corp | 0.7 | ||
| Johnson & Johnson | 0.7 | ||
| Lilly Eli & Co | 0.6 | ||
| AbbVie Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Williams Companies Inc | 0.5 | ||
| FPL Group Inc | 0.5 | ||
| Procter & Gamble Co | 0.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.5 | ||
| Chevron Corp | 0.4 | ||
| Targa Resources Corp | 0.4 | ||
| Home Depot Inc | 0.4 | ||
| Travelers Companies Inc | 0.3 | ||
| Hartford Financial Services Group Inc/DE | 0.3 | ||
| Sempra Energy | 0.3 | ||
| PNC Financial Services Group Inc | 0.3 | ||
| Cisco Systems Inc | 0.3 | ||
| Eaton Corp Ltd | 0.3 | ||
| Kraft Foods Inc | 0.2 | ||
| UnitedHealth Group Inc | 0.2 | ||
| McDonalds Corp | 0.2 | ||
| Lockheed Martin Corp | 0.2 | ||
| TJX Companies Inc /DE/ | 0.2 | ||
| General Dynamics Corp | 0.2 | ||
| Texas Instruments Inc | 0.2 | ||
| Darden Restaurants Inc | 0.2 | ||
| United Technologies Corp /DE/ | 0.2 | ||
| PepsiCo Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 779 | 7.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 8.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.1 |
| (h) Charitable organizations | 74 | 5.6 |
| (i) State or municipal government entities | 3 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,251 | 21.0 |
| By Discretionary | ||
| Discretionary | 3,213 | 20.7 |
| Non-Discretionary | 38 | 0.3 |
| Total | 3,251 | 21.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.0 | |
| Total | 3,251 | 21.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000872259] | |
| D | [0000872259] | |
| SC 13G | [0000872259] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Bahl & Gaynor Inc | U S Physical Therapy Inc /NV | [2026-05-08] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.9B |
| Serves | Institutional, Retail, Research |
| LEI | 254900H5R6HQ6BCAUI70 |
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