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| Happy Holidays!! thanks for using AUM13F!! |
| Madison Asset Management LLC
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| CRD # | 130874 |
| SEC # | 801-62992 |
| CIK # | 0001299351 |
| AUM | $5.2 B (2025-03-28) |
| Employees | 94 (45% Investors, 1% Brokers) |
| Phone | 800-767-0300 |
| Address | 550 Science Drive Madison, WI 53711 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001299351 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Arch Capital Group Ltd | 0.4 | ||
| Gartner Inc | 0.3 | ||
| Amphenol Corp /DE/ | 0.2 | ||
| Paccar Inc | 0.2 | ||
| CDW Corp | 0.2 | ||
| Brown & Brown Inc | 0.2 | ||
| Copart Inc | 0.2 | ||
| Ross Stores Inc | 0.2 | ||
| Carlisle Companies Inc | 0.2 | ||
| Liberty Broadband Corp | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Texas Instruments Inc | 0.2 | ||
| Laboratory Corp of America Holdings | 0.1 | ||
| MKS Instruments Inc | 0.1 | ||
| Berkley W R Corp | 0.1 | ||
| VISA Inc | 0.1 | ||
| Arista Networks Inc | 0.1 | ||
| Floor & Decor Holdings Inc | 0.1 | ||
| Teledyne Technologies Inc | 0.1 | ||
| Danaher Corp /DE/ | 0.1 | ||
| Microchip Technology Inc | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| Waters Corp /DE/ | 0.1 | ||
| Brookfield Asset Management Ltd | 0.1 | ||
| Liberty Media Corp | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| TREX Co Inc | 0.1 | ||
| Ferguson Enterprises Inc /DE/ | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 4 | 0.0 |
| (d) Investment companies | 36 | 5.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 44 | 5.2 |
| By Discretionary | ||
| Discretionary | 44 | 5.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 44 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 44 | 5.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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|---|---|---|
|
Janney Capital Management LLC
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PA | 5.3 |
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Exencial Wealth Advisors LLC
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OK | 5.3 |
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5.2 | |
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|
Ceredex Value Advisors LLC
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|
Avior Wealth Management LLC
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NE | 5.1 |
|
Frost Investment Advisors LLC
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|
TX | 5.1 |
|
Stockman Wealth Management Inc
✚
|
MT | 5.1 |
|
Pine Ridge Advisers LLC
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|
NY | 5.1 |