|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Northern Trust Investments Incorporated
✚
|
|
|---|---|
| CRD # | 105780 |
| SEC # | 801-33358 |
| CIK # | 0000073124, 0000919972, 0001256909 |
| AUM | $1,114.8 B (2025-06-18) |
| Employees | 674 (30% Investors, 17% Brokers) |
| Phone | 312-630-6000 |
| Address | 50 S LaSalle Street Chicago, IL 60603-1008 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 41.3 | ||
| Microsoft Corp | 40.6 | ||
| Apple Inc | 34.2 | ||
| Amazon Com Inc | 21.2 | ||
| Facebook Inc | 16.7 | ||
| Broadcom Inc | 13.5 | ||
| Alphabet Inc | 11.7 | ||
| Alphabet Inc | 9.6 | ||
| J P Morgan Chase & Co | 9.4 | ||
| Tesla Motors Inc | 8.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Multi-Advisor Funds Emerging Markets Growth Fund | [2022-03-31] | 209.5 | 47.2 |
| Other | Multi-Advisor Funds Global Sustainable Infrastructure Fund | [2022-03-31] | 56.3 | 32.2 |
| Other | Multi-Advisor Funds Covered Call Equity Income Fund | [2021-03-30] | 256.7 | 202.4 |
| Other | Multi-Advisor Funds Concentrated High Yield and Leveraged Loan Fund MAF | [2020-03-30] | 315.6 | 257.0 |
| Other | Multi-Advisor Funds Energy Infrastructure Fund - Eagle Global Advisors LLC | [2016-03-30] | 153.7 | 71.8 |
| 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] | 860.7 | 183.9 |
| 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] | 860.7 | 212.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21,601 | 8.1 |
| (b) Individuals (high net worth individuals) | 13,484 | 71.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 98 | 264.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 300 | 480.3 |
| (g) Pension and profit sharing plans | 409 | 96.1 |
| (h) Charitable organizations | 1,462 | 33.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 74 | 41.5 |
| (l) Sovereign wealth funds and foreign official institutions | 26 | 23.3 |
| (m) Corporations or other businesses not listed above | 4,021 | 96.4 |
| (n) Other | 0 | 0.0 |
| Total | 41,475 | 1,114.8 |
| By Discretionary | ||
| Discretionary | 41,475 | 1,114.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41,475 | 1,114.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.8 | |
| United States Persons | 1,096.0 | |
| Total | 41,475 | 1,114.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Joseph McInerney | 41 | |||
| The Northern Trust Company of Connecticut | 21 | |||
| Walkers Fund Services Limited | 6 | |||
| Christopher Vella | 23 | |||
| Northern Trust Investments Inc | 23 | |||
| Alan Robertson | 22 | |||
| Rossana Colangelo | 21 | |||
| Melissa Standring | 13 | |||
| Nina Staley | 13 | |||
| Kelly Finegan | 9 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000073124] | |
| 10-Q | [0000073124] | |
| 13F-HR | [0000073124] | |
| 3 | [0000073124] | |
| 4 | [0000073124] | |
| 5 | [0000073124] | |
| 8-K | [0000073124] | |
| SC 13G | [0000073124] | |
| 13F-NT | [0000919972] | |
| 13F-NT | [0001256909] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Northern Trust Investments Incorporated
✚
|
IL | 1,114.8 |
|
50 South Capital Advisors LLC
✚
|
IL | 14.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CapFinancial Partners LLC
✚
|
NC | 1,083.1 |
|
Morgan Stanley Investment Management Inc
✚
|
NY | 619.2 |
|
Goldman Sachs Asset Management International
✚
|
440.2 | |
|
Principal Global Investors LLC
✚
|
IA | 364.0 |
|
Neuberger Berman Investment Advisers LLC
✚
|
NY | 362.7 |
|
Cambridge Associates LLC
✚
|
MA | 313.5 |
|
Mercer Investments LLC
✚
|
MA | 202.6 |
|
Mackay Shields LLC
✚
|
NY | 151.6 |
|
Wilshire Advisors LLC
✚
|
CA | 99.1 |
|
Grantham Mayo van Otterloo & Co LLC
✚
|
MA | 68.6 |