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| Happy Holidays!! thanks for using AUM13F!! |
| Newton Investment Management Ltd
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| CRD # | 111208 |
| SEC # | 801-42114 |
| CIK # | 0001087733, 0001318579 |
| AUM | $39.2 B (2025-07-31) |
| Employees | 238 (26% Investors, 0% Brokers) |
| Phone | 442071639000 |
| Address | 160 Queen Victoria Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001087733 0001318579 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 27.9 | ||
| Nvidia Corp | 24.8 | ||
| Apple Inc | 20.2 | ||
| Amazon Com Inc | 14.4 | ||
| Facebook Inc | 9.7 | ||
| Broadcom Inc | 8.0 | ||
| Alphabet Inc | 7.4 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Alphabet Inc | 5.5 | ||
| Exxon Mobil Corp | 5.0 | ||
| Tesla Motors Inc | 4.9 | ||
| Mastercard Inc | 4.8 | ||
| VISA Inc | 4.7 | ||
| Lilly Eli & Co | 4.1 | ||
| Netflix Inc | 3.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.9 | ||
| Johnson & Johnson | 3.6 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Cisco Systems Inc | 3.1 | ||
| Wal Mart Stores Inc | 2.9 | ||
| Home Depot Inc | 2.9 | ||
| Procter & Gamble Co | 2.8 | ||
| Linde PLC | 2.8 | ||
| Amphenol Corp /DE/ | 2.8 | ||
| Bank of America Corp /DE/ | 2.6 | ||
| Philip Morris International Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($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 | 10 | 3.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 70 | 32.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 33 | 2.5 |
| (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 | 143 | 39.2 |
| By Discretionary | ||
| Discretionary | 140 | 39.2 |
| Non-Discretionary | 3 | 0.0 |
| Total | 143 | 39.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 35.6 | |
| Total | 143 | 39.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001087733] | |
| 13F-NT | [0001318579] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Milliman Financial Risk Management LLC
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|
IL | 41.1 |
|
MML Investment Advisers LLC
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|
MA | 41.0 |
|
Vest Financial LLC
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|
VA | 39.3 |
|
NLG Capital Inc
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|
VT | 39.1 |
|
Nippon Life Global Investors Americas Inc
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|
NY | 38.5 |
|
BAMCO Inc
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|
NY | 38.2 |
|
Callan LLC
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|
CA | 37.8 |
|
Concord Advisory Group Ltd
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|
NJ | 37.6 |
|
StepStone Group Europe Alternative Investments Limited
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|
36.7 | |
|
Eaton Vance Advisers International Ltd
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35.9 |