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| Newton Investment Management Ltd
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|---|---|
| CRD # | 111208 |
| SEC # | 801-42114 |
| CIK # | 0001087733, 0001318579 |
| AUM | 42.4 B (2026-05-15) |
| Employees | 63 (75% Investors, 0% Brokers) |
| Phone | 442071639000 |
| Address | 160 Queen Victoria Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001087733 0001318579 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 26.8 | ||
| Apple Inc | 23.4 | ||
| Microsoft Corp | 19.1 | ||
| Amazon Com Inc | 13.9 | ||
| Alphabet Inc | 11.5 | ||
| Broadcom Inc | 8.9 | ||
| Alphabet Inc | 8.2 | ||
| Facebook Inc | 8.1 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Tesla Motors Inc | 5.5 | ||
| Johnson & Johnson | 5.3 | ||
| Lilly Eli & Co | 4.5 | ||
| Mastercard Inc | 3.7 | ||
| Visa Inc | 3.6 | ||
| Cisco Systems Inc | 3.5 | ||
| Wal Mart Stores Inc | 3.5 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Texas Instruments Inc | 3.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.1 | ||
| Chevron Corp | 3.1 | ||
| Applied Materials Inc /DE | 2.9 | ||
| AbbVie Inc | 2.9 | ||
| UnitedHealth Group Inc | 2.7 | ||
| Citigroup Inc | 2.7 | ||
| Home Depot Inc | 2.6 | ||
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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 | 0 | 0.4 |
| (d) Investment companies | 9 | 2.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 63 | 36.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 27 | 2.2 |
| (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 | 1.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 130 | 42.4 |
| By Discretionary | ||
| Discretionary | 127 | 42.3 |
| Non-Discretionary | 3 | 0.0 |
| Total | 130 | 42.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 39.2 | |
| United States Persons | 3.2 | |
| Total | 130 | 42.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001087733] | |
| 13F-NT | [0001318579] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.4B |
| Clients | 2 (92 non-US) |
| Serves | Institutional |
| LEI | VMMM74BJK67DIRDE9J26 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chandler Asset Management Inc
✚
|
CA | 45.3 B |
|
MEAG New York Corporation
✚
|
NY | 44.9 B |
|
Franklin Mutual Advisers LLC
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NJ | 42.6 B |
|
Sunamerica Asset Management LLC
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NY | 42.2 B |
|
Callan LLC
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CA | 41.9 B |
|
Securian Asset Management Inc
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MN | 41.6 B |
|
Parnassus Investments LLC
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CA | 41.1 B |
|
Ashmore Investment Management Ltd
✚
|
40.9 B | |
|
Milliman Financial Risk Management LLC
✚
|
IL | 40.3 B |
|
BAMCO Inc
✚
|
NY | 39.5 B |