Madison Asset Management LLC

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Assets, Funds, Holdings

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Madison Asset Management LLC
CRD #130874
SEC #801-62992
CIK #0001299351
AUM $4.5 BB (2024-03-22)
Employees 95 (45% Investors, 1% Brokers)
Phone800-767-0300
Address550 Science Drive
Madison, WI 53711
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
7.56.04.53.01.50.02004201120182025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
ACGL 16.8 0.4
GOOG 1,482.6 0.3
PCAR 28.9 0.2
CPRT 25.9 0.2
IT 19.3 0.2
ROST 25.5 0.2
DLTR 34.5 0.2
BRO 16.3 0.1
AMZN 1,093.0 0.1
CSL 12.4 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) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 5 0.0
(d) Investment companies 36 4.4
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 7 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 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 1 0.0
(n) Other 0 0.0
Total 49 4.5
By Discretionary
Discretionary 49 4.5
Non-Discretionary 0 0.0
Total 49 4.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.5
Total 49 4.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001299351]
13F-NT [0001299351]
SC 13G [0001299351]
Form 13D/13G Filer Form 13D/13G Subject Filed
Madison Asset Management LLC ETF Series Solutions [2021-07-12]
Comparable Firms State AUM ($BB)
Coho Partners Ltd
PA 4.6
Wealthcare Advisory Partners LLC
PA 4.5
Scharf Investments LLC
CA 4.5
Carnegie Capital Asset Management LLC
OH 4.5
Dana Investment Advisors Inc
WI 4.5
Horizon Investments LLC
NC 4.5
Crescent Grove Advisors LLC
IL 4.5
Boston Financial Management LLC
MA 4.4
Bordeaux Wealth Advisors LLC
CA 4.4
Zevenbergen Capital Investments LLC
WA 4.4
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