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| BTC Capital Management Inc
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|---|---|
| CRD # | 127158 |
| SEC # | 801-62140 |
| CIK # | 0001611848 |
| AUM | 4,598.7 M (2026-03-23) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 515-245-5638 |
| Address | 453 7th Street Des Moines, IA 50309-3702 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001611848 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 76.7 | ||
| Apple Inc | 71.1 | ||
| Microsoft Corp | 64.5 | ||
| Alphabet Inc | 62.3 | ||
| Broadcom Inc | 43.1 | ||
| Amazon Com Inc | 41.8 | ||
| Facebook Inc | 28.6 | ||
| Wal Mart Stores Inc | 25.6 | ||
| J P Morgan Chase & Co | 23.9 | ||
| CrowdStrike Holdings Inc | 23.3 | ||
| AbbVie Inc | 19.1 | ||
| Johnson & Johnson | 18.3 | ||
| Seagate Technology PLC | 17.2 | ||
| Micron Technology Inc | 17.0 | ||
| Procter & Gamble Co | 17.0 | ||
| Morgan Stanley | 16.9 | ||
| Lilly Eli & Co | 16.1 | ||
| TJX Companies Inc /DE/ | 15.9 | ||
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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) | 0 | 0.0 |
| (c) Banking or thrift institutions | 18 | 3.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 34 | 0.3 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,199 | 4.6 |
| By Discretionary | ||
| Discretionary | 2,192 | 3.2 |
| Non-Discretionary | 7 | 1.4 |
| Total | 2,199 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 2,199 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001611848] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.3B |
| Serves | Institutional, Retail, Research |
| LEI | 2549007Y94A6O05TUN38 |
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