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| Madison Investment Advisors LLC
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| CRD # | 110297 |
| SEC # | 801-52751 |
| CIK # | 0001507115 |
| AUM | 13.84 B (2026-03-20) |
| Employees | 92 (48% Investors, 22% Brokers) |
| Phone | 608-274-0300 |
| Address | 550 Science Drive Madison, WI 53711 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001507115 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 3.8 | ||
| MicroStrategy Inc | 2.4 | ||
| Tesla Motors Inc | 2.0 | ||
| Alphabet Inc | 1.3 | ||
| Microsoft Corp | 1.0 | ||
| Apple Inc | 1.0 | ||
| Palantir Technologies Inc | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Coinbase Global Inc | 0.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.5 | ||
| Broadcom Inc | 0.5 | ||
| First Majestic Silver Corp | 0.5 | ||
| Facebook Inc | 0.4 | ||
| Robinhood Markets Inc | 0.4 | ||
| Coeur D Alene Mines Corp | 0.4 | ||
| Netflix Inc | 0.4 | ||
| Arch Capital Group Ltd | 0.4 | ||
| Conocophillips | 0.4 | ||
| Hecla Mining Co/De/ | 0.4 | ||
| Ross Stores Inc | 0.3 | ||
| Chevron Corp | 0.3 | ||
| Lilly Eli & Co | 0.3 | ||
| Advanced Micro Devices Inc | 0.3 | ||
| Visa Inc | 0.3 | ||
| Moderna Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,359 | 3.3 |
| (b) Individuals (high net worth individuals) | 2,243 | 3.0 |
| (c) Banking or thrift institutions | 87 | 0.6 |
| (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 | 169 | 0.5 |
| (h) Charitable organizations | 622 | 2.1 |
| (i) State or municipal government entities | 83 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 106 | 2.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 495 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 16,164 | 13.8 |
| By Discretionary | ||
| Discretionary | 16,164 | 13.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16,164 | 13.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 13.7 | |
| Total | 16,164 | 13.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001507115] | |
| 13F-NT | [0001507115] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 74 (8 non-US) |
| Serves | Institutional, Retail |
| LEI | 254900V4G6P208GA3B11 |
| Related Firms | State | AUM |
|---|---|---|
|
Madison Investment Advisors LLC
✚
|
WI | 13.84 B |
|
Hansberger Growth Investors LP
✚
|
WI | |
|
Madison Investment Holdings Inc
✚
|
WI |
| Comparable Firms | State | AUM |
|---|---|---|
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 14.70 B |
|
Pine Ridge Advisers LLC
✚
|
NY | 14.42 B |
|
Aptus Capital Advisors LLC
✚
|
AL | 14.14 B |
|
Prime Buchholz LLC
✚
|
NH | 14.07 B |
|
Mission Wealth Management LP
✚
|
CA | 13.91 B |
|
Advisor Partners II LLC
✚
|
CA | 13.91 B |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 13.76 B |
|
Sapient Capital LLC
✚
|
IN | 13.76 B |
|
Clearbrook Investment Consulting LLC
✚
|
NY | 13.72 B |
|
Kestra Private Wealth Services LLC
✚
|
TX | 13.45 B |