Johnson Investment Counsel Inc

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Assets, Funds, Holdings

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Johnson Investment Counsel Inc
CRD #117054
SEC #801-60676
CIK #0000821197, 0000892657
AUM $18.6 BB (2024-03-21)
Employees 131 (53% Investors, 0% Brokers)
Phone513-661-3100
Address3777 West Fork Road
Cincinnati, OH 45247
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
2016128402001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.4
PG 338.1 0.4
MSFT 1,918.2 0.3
GOOGL 1,475.1 0.2
CINF 18.9 0.2
WMB 38.7 0.1
DHR 183.1 0.1
UNH 477.0 0.1
MA 309.6 0.1
NDAQ 25.5 0.1
View All
Holdings by Sector ($BB)
10.08.06.04.02.00.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 2,196 0.5
(b) Individuals (high net worth individuals) 2,283 9.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 3.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 57 0.8
(h) Charitable organizations 100 1.1
(i) State or municipal government entities 6 0.3
(j) Other investment advisers 6 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 60 1.4
(n) Other 0 0.0
Total 14,346 16.3
By Discretionary
Discretionary 14,323 16.1
Non-Discretionary 23 0.2
Total 14,346 16.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 16.3
Total 14,346 16.3
EDGAR Form CIK 2011 - 2024
13F-HR [0000821197]
Comparable Firms State AUM ($BB)
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IL 19.1
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LA 18.4
TRowe Price Hong Kong Limited
18.3
Stonehage Fleming Investment Management Limited
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H&H International Investment LLC
CA 18.0
C Worldwide Asset Management Fondsmaeglerselskab A/S
17.9
Belle Haven Investments LP
NY 17.7
Kotak Alternate Asset Managers Limited
17.7
Invesco Managed Accounts LLC
WA 17.5
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