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| Happy Holidays!! thanks for using AUM13F!! |
| Calamos Advisors LLC
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| CRD # | 105758 |
| SEC # | 801-29688 |
| CIK # | 0001316507 |
| AUM | $38.2 B (2025-06-05) |
| Employees | 257 (41% Investors, 28% Brokers) |
| Phone | 630-245-7200 |
| Address | 2020 Calamos Court Naperville, IL 60563-2787 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| Apple Inc | 0.9 | ||
| Amazon Com Inc | 0.7 | ||
| Facebook Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Broadcom Inc | 0.4 | ||
| VISA Inc | 0.3 | ||
| Tesla Motors Inc | 0.2 | ||
| Netflix Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,131 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 49 | 34.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.4 |
| (h) Charitable organizations | 25 | 0.1 |
| (i) State or municipal government entities | 4 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 0.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 66 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,662 | 38.2 |
| By Discretionary | ||
| Discretionary | 1,662 | 38.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,662 | 38.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 37.1 | |
| Total | 1,662 | 38.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Christine Fletcher | 60 | |||
| Thomas Parsons Jr | 32 | |||
| Thomas Herman | 15 | |||
| Wayne Ross | 30 | |||
| Sean Simon | 15 | |||
| Nimish Bhatt | 12 | |||
| James Boyne | 12 | |||
| John Calamos Sr | 10 | |||
| Gary Black | 9 | |||
| John Koudounis | 6 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001316507] | |
| 3 | [0001316507] | |
| 4 | [0001316507] | |
| 5 | [0001316507] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Calamos Advisors LLC
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|
IL | 38.2 |
|
Calamos Wealth Management LLC
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|
IL | 4.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aristotle Capital Management LLC
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|
CA | 43.8 |
|
PNC Capital Advisors LLC
✚
|
MD | 42.6 |
|
Polen Capital Management LLC
✚
|
FL | 37.7 |
|
Silvercrest Asset Management Group LLC
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|
NY | 36.5 |
|
Harding Loevner LP
✚
|
NJ | 34.5 |
|
Hotchkis and Wiley Capital Management LLC
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|
CA | 33.2 |
|
Epoch Investment Partners Inc
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|
NY | 33.1 |
|
Scout Investments Inc
✚
|
MO | 33.0 |
|
Virtus Fixed Income Advisers LLC
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|
CT | 33.0 |
|
Eagle Capital Management LLC
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|
NY | 31.2 |