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| Northern Trust Investments Incorporated
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|---|---|
| CRD # | 105780 |
| SEC # | 801-33358 |
| CIK # | 0000073124, 0001256909, 0000919972 |
| AUM | $1,016.6 BB (2024-07-02) |
| Employees | 674 (31% Investors, 18% Brokers) |
| Phone | 312-630-6000 |
| Address | 50 S LaSalle Street Chicago, IL 60603-1008 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 33.3 | |
| AAPL | 2,382.8 | 32.3 | |
| NVDA | 399.6 | 29.6 | |
| AMZN | 1,093.0 | 16.8 | |
| GOOGL | 1,475.1 | 11.2 | |
| META | 434.9 | 10.8 | |
| GOOG | 1,482.6 | 9.4 | |
| LLY | 301.8 | 7.9 | |
| AVGO | 201.3 | 7.0 | |
| JPM | 340.2 | 6.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Multi-Advisor Funds Emerging Markets Growth Fund | [2022-03-31] | 209.3 | 66.7 |
| Other | Multi-Advisor Funds Global Sustainable Infrastructure Fund | [2022-03-31] | 55.3 | 55.7 |
| Other | Multi-Advisor Funds Covered Call Equity Income Fund | [2021-03-30] | 248.7 | 199.9 |
| Other | Multi-Advisor Funds Concentrated High Yield and Leveraged Loan Fund MAF | [2020-03-30] | 244.7 | 189.5 |
| Other | Multi-Advisor Funds Energy Infrastructure Fund - Eagle Global Advisors LLC | [2016-03-30] | 147.9 | 49.4 |
| Other | Multi-Advisor Funds US Equities Fund - Vulcan Value Partners LLC | [2016-03-30] | 52.5 | 0.0 |
| Other | Multi-Advisor Funds-Global Emerging Markets Fund | [2015-03-31] | 175.5 | 125.8 |
| Other | RSPGN | 2013-03-28 | 0.0 | |
| Other | Multi-Advisor Funds Emerging Markets Debt Fund | [2013-03-27] | 99.6 | 0.0 |
| Other | Multi-Advisor Funds Global Emerging Markets Equity Fund - Axiom Investors | [2013-03-27] | 175.5 | 205.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22,383 | 8.4 |
| (b) Individuals (high net worth individuals) | 12,197 | 69.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 88 | 244.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 310 | 440.6 |
| (g) Pension and profit sharing plans | 426 | 85.6 |
| (h) Charitable organizations | 1,574 | 25.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 77 | 36.1 |
| (l) Sovereign wealth funds and foreign official institutions | 57 | 24.0 |
| (m) Corporations or other businesses not listed above | 3,993 | 83.2 |
| (n) Other | 0 | 0.0 |
| Total | 41,105 | 1,016.6 |
| By Discretionary | ||
| Discretionary | 41,105 | 1,016.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41,105 | 1,016.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 41.2 | |
| United States Persons | 975.3 | |
| Total | 41,105 | 1,016.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Joseph McInerney | 41 | |||
| The Northern Trust Company of Connecticut | 21 | |||
| Walkers Fund Services Limited | 6 | |||
| Christopher Vella | 23 | |||
| Northern Trust Investments Inc | 23 | |||
| Alan Robertson | 22 | |||
| Rossana Colangelo | 21 | |||
| Nina Staley | 13 | |||
| Melissa Standring | 13 | |||
| Kelly Finegan | 9 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0000073124] | |
| 10-Q | [0000073124] | |
| 13F-HR | [0000073124] | |
| 3 | [0000073124] | |
| 4 | [0000073124] | |
| 5 | [0000073124] | |
| 8-K | [0000073124] | |
| SC 13G | [0000073124] | |
| 13F-NT | [0000919972] | |
| 13F-NT | [0001256909] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Crown Susan | |
| Northern Trust Corp |