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| Putnam Investment Management LLC
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| CRD # | 106629 |
| SEC # | 801-7974 |
| CIK # | 0000081273, 0001421578 |
| AUM | $117.2 B (2026-02-03) |
| Employees | 139 (52% Investors, 10% Brokers) |
| Phone | 617-292-1000 |
| Address | 100 Federal St Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 16.8 | ||
| Microsoft Corp | 14.2 | ||
| Apple Inc | 12.3 | ||
| Amazon Com Inc | 11.2 | ||
| Alphabet Inc | 10.3 | ||
| Broadcom Inc | 8.9 | ||
| Facebook Inc | 5.5 | ||
| Alphabet Inc | 5.0 | ||
| Cisco Systems Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,168 | 3.2 |
| (b) Individuals (high net worth individuals) | 19 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 63 | 104.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1.5 |
| (g) Pension and profit sharing plans | 39 | 0.0 |
| (h) Charitable organizations | 21 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 25 | 6.7 |
| (k) Insurance companies | 0 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 87 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 16,432 | 117.2 |
| By Discretionary | ||
| Discretionary | 16,412 | 110.6 |
| Non-Discretionary | 20 | 6.7 |
| Total | 16,432 | 117.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.2 | |
| Total | 16,432 | 117.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000081273] | |
| 13F-NT | [0000081273] | |
| 13F-HR | [0001421578] | |
| 13F-NT | [0001421578] | |
| SC 13G | [0001421578] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Putnam Investment Management LLC
✚
|
MA | 117.2 |
|
The Putnam Advisory Company LLC
✚
|
MA | 33.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aperio Group LLC
✚
|
CA | 152.1 |
|
Schroder Investment Management North America Inc
✚
|
NY | 150.4 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 139.9 |
|
Income Research Management
✚
|
MA | 130.7 |
|
Icici Prudential Asset Management Company Limited
✚
|
117.1 | |
|
Natixis Advisors LLC
✚
|
MA | 108.7 |
|
Rockefeller Financial LLC
✚
|
NY | 99.6 |
|
AssetMark Inc
✚
|
CA | 91.8 |
|
Morningstar Investment Management LLC
✚
|
IL | 87.8 |
|
Kestra Advisory Services LLC
✚
|
TX | 79.8 |