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| Madison Asset Management LLC
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|---|---|
| CRD # | 130874 |
| SEC # | 801-62992 |
| CIK # | 0001299351 |
| AUM | $4.5 BB (2024-03-22) |
| Employees | 95 (45% Investors, 1% Brokers) |
| Phone | 800-767-0300 |
| Address | 550 Science Drive Madison, WI 53711 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001299351 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Arch Capital Group Ltd | 16.8 | 0.4 | |
| Alphabet Inc | 1,482.6 | 0.3 | |
| Paccar Inc | 28.9 | 0.2 | |
| Copart Inc | 25.9 | 0.2 | |
| Gartner Inc | 19.3 | 0.2 | |
| Ross Stores Inc | 25.5 | 0.2 | |
| Dollar Tree Inc | 34.5 | 0.2 | |
| Brown & Brown Inc | 16.3 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Carlisle Companies Inc | 12.4 | 0.1 | |
| Amphenol Corp /DE/ | 38.6 | 0.1 | |
| Analog Devices Inc | 77.2 | 0.1 | |
| Texas Instruments Inc | 142.2 | 0.1 | |
| Lowes Companies Inc | 111.7 | 0.1 | |
| CDW Corp | 21.5 | 0.1 | |
| TJX Companies Inc /DE/ | 67.3 | 0.1 | |
| Moelis & Co | 2.6 | 0.1 | |
| Fiserv Inc | 0.1 | ||
| VISA Inc | 419.3 | 0.1 | |
| Carmax Inc | 15.1 | 0.1 | |
| MKS Instruments Inc | 5.8 | 0.1 | |
| Progressive Corp/Oh/ | 67.5 | 0.1 | |
| Accenture PLC | 179.5 | 0.1 | |
| Agilent Technologies Inc | 35.0 | 0.1 | |
| Arista Networks Inc | 29.4 | 0.1 | |
| Alcon Inc | 33.6 | 0.1 | |
| Parker Hannifin Corp | 32.1 | 0.1 | |
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| 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
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PA | 4.5 |
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Scharf Investments LLC
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CA | 4.5 |
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Carnegie Capital Asset Management LLC
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OH | 4.5 |
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Dana Investment Advisors Inc
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WI | 4.5 |
|
Horizon Investments LLC
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NC | 4.5 |
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Crescent Grove Advisors LLC
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IL | 4.5 |
|
Boston Financial Management LLC
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MA | 4.4 |
|
Bordeaux Wealth Advisors LLC
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CA | 4.4 |
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Zevenbergen Capital Investments LLC
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