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| Chevy Chase Trust Company
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|---|---|
| CRD # | 110742 |
| SEC # | 801-55134 |
| CIK # | 0001051615 |
| AUM | 44.93 B (2026-03-31) |
| Employees | 119 (35% Investors, 0% Brokers) |
| Phone | 240-497-5000 |
| Address | 7501 Wisconsin Avenue Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 2.6 | ||
| Apple Inc | 2.3 | ||
| Microsoft Corp | 1.6 | ||
| Amazon Com Inc | 1.2 | ||
| Alphabet Inc | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Broadcom Inc | 0.8 | ||
| Facebook Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,177 | 12.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 31.6 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 46 | 0.7 |
| (i) State or municipal government entities | 3 | 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 | 11 | 0.1 |
| (n) Other | 1 | 0.0 |
| Total | 5,097 | 44.9 |
| By Discretionary | ||
| Discretionary | 5,097 | 44.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,097 | 44.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 44.8 | |
| Total | 5,097 | 44.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001051615] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $8.2B |
| Serves | Institutional, Retail, Research |
| LEI | 254900IH84YES562FA69 |
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|---|---|---|
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Mawer Investment Management Ltd
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40.94 B |