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| Congress Asset Management Company LLP
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| CRD # | 105161 |
| SEC # | 801-23386 |
| CIK # | 0000897378 |
| AUM | 14.20 B (2026-03-17) |
| Employees | 79 (35% Investors, 18% Brokers) |
| Phone | 617-428-4300 |
| Address | 2 Seaport Lane Boston, MA 02210-2001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000897378 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.5 | ||
| Apple Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| Visa Inc | 0.2 | ||
| GE Vernova Inc | 0.2 | ||
| Amphenol Corp /DE/ | 0.2 | ||
| Ligand Pharmaceuticals Inc | 0.2 | ||
| Arista Networks Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Sterling Construction Co Inc | 0.2 | ||
| Goldman Sachs Group Inc | 0.2 | ||
| UFP Technologies Inc | 0.2 | ||
| Eaton Corp Ltd | 0.2 | ||
| ASML Holding NV | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| MongoDB Inc | 0.2 | ||
| Modine Manufacturing Co | 0.2 | ||
| Alcoa Inc | 0.2 | ||
| Nvent Electric PLC | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Health Care REIT Inc /DE/ | 0.2 | ||
| Enpro Industries Inc | 0.2 | ||
| GSI Group Inc | 0.2 | ||
| Curtiss Wright Corp | 0.2 | ||
| Parker Hannifin Corp | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| ARM Holdings PLC /UK | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,408 | 2.4 |
| (b) Individuals (high net worth individuals) | 1,611 | 4.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 4.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 49 | 1.3 |
| (h) Charitable organizations | 94 | 0.9 |
| (i) State or municipal government entities | 5 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 131 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 8,312 | 14.2 |
| By Discretionary | ||
| Discretionary | 8,312 | 14.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,312 | 14.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.2 | |
| Total | 8,312 | 14.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000897378] | |
| 3 | [0000897378] | |
| SC 13G | [0000897378] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Congress Asset Management Co | UFP Technologies Inc | [2026-04-23] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.4B |
| Clients | 25 |
| Serves | Institutional, Retail, Research |
| LEI | 254900NRTR7IJUDC9802 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Congress Asset Management Co | |
| Liberty All Star Growth Fund Inc |
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|---|---|---|
|
Osaic Advisory Services LLC
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GA | 15.48 B |
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Federated Global Investment Management Corp
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NJ | 14.07 B |
|
Goldman Sachs Asset Management Singapore PTE Ltd
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13.78 B | |
|
Ameritas Advisory Services LLC
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NE | 13.75 B |
|
The Mather Group LLC
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IL | 13.45 B |
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CBIZ Investment Advisory Services LLC
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OH | 12.76 B |