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| Happy Holidays!! thanks for using AUM13F!! |
| Brown Advisory Ltd
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| CRD # | 168985 |
| SEC # | 801-80609 |
| CIK # | 0001345929, 0001742040, 0001114667, 0001843853, 0001079817, 0001450227, 0001299494 |
| AUM | $19.4 B (2025-03-27) |
| Employees | 89 (34% Investors, 0% Brokers) |
| Phone | 442033018130 |
| Address | 18 Hanover Square London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001345929 0001742040 0001114667 0001843853 0001079817 0001450227 0001299494 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 5.9 | ||
| Nvidia Corp | 2.7 | ||
| Amazon Com Inc | 2.7 | ||
| VISA Inc | 2.6 | ||
| Intuit Inc | 2.4 | ||
| Mastercard Inc | 1.8 | ||
| Marvell Technology Inc | 1.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.5 | ||
| Alphabet Inc | 1.3 | ||
| General Electric Co | 1.3 | ||
| KKR & Co LP | 1.3 | ||
| Progressive Corp/Oh/ | 1.2 | ||
| Schwab Charles Corp | 1.1 | ||
| ServiceNow Inc | 1.1 | ||
| Uber Technologies Inc | 1.0 | ||
| Autodesk Inc | 0.9 | ||
| Intuitive Surgical Inc | 0.9 | ||
| Apple Inc | 0.8 | ||
| Facebook Inc | 0.8 | ||
| Datadog Inc | 0.8 | ||
| Carrier Global Corp | 0.8 | ||
| Gallagher Arthur J & Co | 0.7 | ||
| Zoetis Inc | 0.7 | ||
| Workday Inc | 0.7 | ||
| Danaher Corp /DE/ | 0.7 | ||
| Cadence Design Systems Inc | 0.7 | ||
| West Pharmaceutical Services Inc | 0.7 | ||
| Dynatrace Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 361 | 0.1 |
| (b) Individuals (high net worth individuals) | 321 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 2.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 8.8 |
| (g) Pension and profit sharing plans | 9 | 3.2 |
| (h) Charitable organizations | 20 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 172 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 911 | 19.4 |
| By Discretionary | ||
| Discretionary | 832 | 19.2 |
| Non-Discretionary | 79 | 0.2 |
| Total | 911 | 19.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.2 | |
| United States Persons | 1.2 | |
| Total | 911 | 19.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001079817] | |
| 13F-NT | [0001114667] | |
| 13F-NT | [0001299494] | |
| 13F-HR | [0001345929] | |
| SC 13G | [0001345929] | |
| D | [0001450227] | |
| 13F-NT | [0001742040] | |
| 13F-HR | [0001843853] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Xponance Inc
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|
PA | 20.5 |
|
Belle Haven Investments LP
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|
NY | 20.4 |
|
Highland Associates Inc
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|
AL | 20.1 |
|
Burgundy Asset Management Ltd
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|
19.8 | |
|
Spectrum Asset Management Inc
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|
CT | 19.7 |
|
Stonehage Fleming Investment Management Limited
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|
19.5 | |
|
Templeton Global Advisors Limited
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|
19.4 | |
|
CSOP Asset Management Limited
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|
18.9 | |
|
Lincoln Investment Planning LLC
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|
PA | 18.9 |
|
C Worldwide Asset Management Fondsmaeglerselskab A/S
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|
18.5 |