|
⚲
|
| Keyboard |
| Putnam Investment Management LLC
✚
|
|
|---|---|
| CRD # | 106629 |
| SEC # | 801-7974 |
| CIK # | 0001421578, 0000081273 |
| AUM | 117.24 B (2026-02-03) |
| Employees | 139 (52% Investors, 10% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-292-1000 |
| Address | 100 Federal St Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 05 Aug 2026 | Rosen Law Firm Encourages Putnam Investment Management, LLC Mutual Fund Investors to Inquire About Securities Class Action Investigation — prnewswire.com |
| CIK | Period |
|---|---|
| 0001421578 0000081273 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Citigroup Inc | 4.4 | ||
| FPL Group Inc | 4.3 | ||
| Lilly Eli & Co | 4.1 | ||
| Procter & Gamble Co | 4.0 | ||
| Bank of America Corp /DE/ | 3.6 | ||
| Astrazeneca PLC | 3.5 | ||
| Wal Mart Stores Inc | 3.4 | ||
| Thermo Fisher Scientific Inc | 3.3 | ||
| Chevron Corp | 3.2 | ||
| AbbVie Inc | 3.2 | ||
| Coca Cola Co | 3.1 | ||
| Honeywell International Inc | 3.1 | ||
| Schwab Charles Corp | 3.0 | ||
| Visa Inc | 2.8 | ||
| Tesla Motors Inc | 2.8 | ||
| Philip Morris International Inc | 2.7 | ||
| Mastercard Inc | 2.7 | ||
| General Motors Co | 2.7 | ||
| McKesson Corp | 2.7 | ||
| Prev | Page 1 | Next | |||
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $66.5B |
| Serves | Institutional, Retail |
| LEI | TW7V46VWZTCTIG3JPY88 |
| Related Firms | State | AUM |
|---|---|---|
|
Putnam Investment Management LLC
✚
|
MA | 117.24 B |
|
The Putnam Advisory Company LLC
✚
|
MA | 33.19 B |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aperio Group LLC
✚
|
CA | 152.13 B |
|
Schroder Investment Management North America Inc
✚
|
NY | 150.40 B |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 139.88 B |
|
Income Research Management
✚
|
MA | 130.65 B |
|
Icici Prudential Asset Management Company Limited
✚
|
117.06 B | |
|
Natixis Advisors LLC
✚
|
MA | 108.65 B |
|
Rockefeller Financial LLC
✚
|
NY | 99.60 B |
|
AssetMark Inc
✚
|
CA | 91.76 B |
|
Morningstar Investment Management LLC
✚
|
IL | 87.82 B |
|
Kestra Advisory Services LLC
✚
|
TX | 79.80 B |