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Cardinal Capital Management Inc
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CRD # | 124729 |
SEC # | 801-61764 |
CIK # | 0001518235, 0001434845 |
AUM | $805.1 MM (2024-03-27) |
Employees | 48 (60% Investors, 0% Brokers) |
Phone | 800-310-4664 |
Address | 1780 Wellington Avenue Winnipeg, Canada |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
LLY | 301.8 | 0.0 | |
MSFT | 1,918.2 | 0.0 | |
COST | 207.6 | 0.0 | |
AAPL | 2,382.8 | 0.0 | |
JNJ | 465.6 | 0.0 | |
XOM | 385.5 | 0.0 | |
QCOM | 147.4 | 0.0 | |
GOOGL | 1,475.1 | 0.0 | |
JPM | 340.2 | 0.0 | |
WMT | 335.4 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,108 | 0.7 |
(b) Individuals (high net worth individuals) | 371 | 0.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 3 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 13 | 0.1 |
(i) State or municipal government entities | 0 | 0.7 |
(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 | 387 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 8,538 | 2.8 |
By Discretionary | ||
Discretionary | 8,381 | 2.8 |
Non-Discretionary | 157 | 0.0 |
Total | 8,538 | 2.8 |
By Non-United States Persons | ||
Non-United States Persons | 2.6 | |
United States Persons | 0.2 | |
Total | 8,538 | 2.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001434845] | |
13F-HR | [0001518235] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Randolph Co Inc
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|
OH | 0.8 |
O'Hagan Group Inc
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PA | 0.8 |
Concord Wealth Partners
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VA | 0.8 |
Correct Capital Wealth Management LLC
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MO | 0.8 |
Sittner & Nelson LLC
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OR | 0.8 |
LS Investment Advisors LLC
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|
MI | 0.8 |
Moody Aldrich Partners LLC
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|
MA | 0.8 |
Burns J W & Co Inc
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|
NY | 0.8 |
Ellis Investment Partners LLC
✚
|
PA | 0.8 |
CLG LLC
✚
|
CA | 0.8 |