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| Happy Holidays!! thanks for using AUM13F!! |
| Johnson Investment Counsel Inc
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| CRD # | 117054 |
| SEC # | 801-60676 |
| CIK # | 0000892657, 0000821197 |
| AUM | $20.9 B (2025-03-28) |
| Employees | 157 (46% Investors, 0% Brokers) |
| Phone | 513-661-3100 |
| Address | 3777 West Fork Road Cincinnati, OH 45247 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.4 | ||
| Procter & Gamble Co | 0.4 | ||
| Alphabet Inc | 0.2 | ||
| Cincinnati Financial Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Williams Companies Inc | 0.2 | ||
| Nasdaq OMX Group Inc | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| Abbott Laboratories | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,182 | 0.6 |
| (b) Individuals (high net worth individuals) | 2,722 | 12.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 3.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 0.8 |
| (h) Charitable organizations | 99 | 1.2 |
| (i) State or municipal government entities | 5 | 0.3 |
| (j) Other investment advisers | 3 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 58 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 16,634 | 20.9 |
| By Discretionary | ||
| Discretionary | 16,608 | 20.6 |
| Non-Discretionary | 26 | 0.3 |
| Total | 16,634 | 20.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.9 | |
| Total | 16,634 | 20.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000821197] |
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|---|---|---|
|
H&H International Investment LLC
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CA | 21.9 |
|
TRowe Price Hong Kong Limited
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21.8 | |
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Plante Moran Financial Advisors LLC
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MI | 21.8 |
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Capital Strategies Investment Group LLC
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IL | 21.3 |
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Bandhan AMC Limited
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20.6 | |
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Fund Evaluation Group LLC
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OH | 20.6 |
|
Xponance Inc
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PA | 20.5 |
|
Belle Haven Investments LP
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NY | 20.4 |
|
Highland Associates Inc
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|
AL | 20.1 |
|
Burgundy Asset Management Ltd
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19.8 |