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| Happy Holidays!! thanks for using AUM13F!! |
| Madison Investment Advisors LLC
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| CRD # | 110297 |
| SEC # | 801-52751 |
| CIK # | 0001507115 |
| AUM | $13.3 B (2025-03-28) |
| Employees | 94 (45% Investors, 15% Brokers) |
| Phone | 608-274-0300 |
| Address | 550 Science Drive Madison, WI 53711 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| Arch Capital Group Ltd | 0.4 | ||
| Apple Inc | 0.4 | ||
| Gartner Inc | 0.3 | ||
| Copart Inc | 0.3 | ||
| Brown & Brown Inc | 0.3 | ||
| Amphenol Corp /DE/ | 0.2 | ||
| Facebook Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,182 | 3.1 |
| (b) Individuals (high net worth individuals) | 2,109 | 2.9 |
| (c) Banking or thrift institutions | 90 | 0.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 199 | 0.5 |
| (h) Charitable organizations | 633 | 1.9 |
| (i) State or municipal government entities | 87 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 122 | 2.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 527 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 15,949 | 13.3 |
| By Discretionary | ||
| Discretionary | 15,949 | 13.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15,949 | 13.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 13.2 | |
| Total | 15,949 | 13.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001507115] | |
| 13F-NT | [0001507115] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Madison Investment Advisors LLC
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|
WI | 13.3 |
|
Hansberger Growth Investors LP
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|
WI | 0.0 |
|
Madison Investment Holdings Inc
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|
WI | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
T Rowe Price Singapore Private Ltd
✚
|
14.3 | |
|
Cavanal Hill Investment Management Inc
✚
|
OK | 14.2 |
|
Yousif Capital Management LLC
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|
MI | 14.0 |
|
Degroof Petercam Asset Management
✚
|
13.6 | |
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 13.6 |
|
Mason Investment Advisory Services Inc
✚
|
VA | 13.2 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
|
MA | 12.9 |
|
Westwood Management Corp
✚
|
TX | 12.8 |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 12.6 |
|
Ariel Investments LLC
✚
|
IL | 12.4 |