|
⚲
|
| Johnson Investment Counsel Inc
✚
| |
|---|---|
| CRD # | 117054 |
| SEC # | 801-60676 |
| CIK # | 0000821197, 0000892657 |
| AUM | $18.6 BB (2024-03-21) |
| Employees | 131 (53% Investors, 0% Brokers) |
| Phone | 513-661-3100 |
| Address | 3777 West Fork Road Cincinnati, OH 45247 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0000821197 0000892657 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.4 | |
| Procter & Gamble Co | 338.1 | 0.4 | |
| Microsoft Corp | 1,918.2 | 0.3 | |
| Alphabet Inc | 1,475.1 | 0.2 | |
| Cincinnati Financial Corp | 18.9 | 0.2 | |
| Williams Companies Inc | 38.7 | 0.1 | |
| Danaher Corp /DE/ | 183.1 | 0.1 | |
| UnitedHealth Group Inc | 477.0 | 0.1 | |
| Mastercard Inc | 309.6 | 0.1 | |
| Nasdaq OMX Group Inc | 25.5 | 0.1 | |
| Waste Management Inc | 61.8 | 0.1 | |
| Chevron Corp | 294.6 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Amerisourcebergen Corp | 0.1 | ||
| Abbott Laboratories | 187.3 | 0.1 | |
| TJX Companies Inc /DE/ | 67.3 | 0.1 | |
| VISA Inc | 419.3 | 0.1 | |
| Accenture PLC | 179.5 | 0.1 | |
| AXIS Capital Holdings Ltd | 4.9 | 0.1 | |
| Marsh & McLennan Companies Inc | 77.7 | 0.1 | |
| Analog Devices Inc | 77.2 | 0.1 | |
| Coca Cola Co | 270.0 | 0.1 | |
| American Electric Power Co Inc | 48.8 | 0.1 | |
| Zoetis Inc | 80.1 | 0.1 | |
| Amphenol Corp /DE/ | 38.6 | 0.1 | |
| Alliant Energy Corp | 14.6 | 0.1 | |
| Prev | Page 1 | Next | |||
| 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) |
|---|---|---|
|
Plante Moran Financial Advisors LLC
✚
|
MI | 19.4 |
|
Capital Strategies Investment Group LLC
✚
|
IL | 19.1 |
|
Newedge Advisors LLC
✚
|
LA | 18.4 |
|
TRowe Price Hong Kong Limited
✚
|
18.3 | |
|
Stonehage Fleming Investment Management Limited
✚
|
18.3 | |
|
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 |