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| Happy Holidays!! thanks for using AUM13F!! |
| Putnam Investment Management LLC
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| CRD # | 106629 |
| SEC # | 801-7974 |
| CIK # | 0001421578, 0000081273 |
| AUM | $85.2 B (2025-01-10) |
| Employees | 197 (26% Investors, 7% Brokers) |
| Phone | 617-292-1000 |
| Address | 100 Federal St Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 20.0 | ||
| Nvidia Corp | 15.7 | ||
| Amazon Com Inc | 11.4 | ||
| Apple Inc | 9.1 | ||
| Broadcom Inc | 7.8 | ||
| Facebook Inc | 6.4 | ||
| Alphabet Inc | 5.6 | ||
| Mastercard Inc | 4.3 | ||
| Exxon Mobil Corp | 3.9 | ||
| J P Morgan Chase & Co | 3.8 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 387 | 0.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 60 | 84.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.0 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 45 | 0.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.1 |
| (n) Other | 19 | 0.0 |
| Total | 559 | 85.2 |
| By Discretionary | ||
| Discretionary | 559 | 85.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 559 | 85.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 85.2 | |
| Total | 559 | 85.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000081273] | |
| 13F-NT | [0000081273] | |
| 13F-HR | [0001421578] | |
| 13F-NT | [0001421578] | |
| SC 13G | [0001421578] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Putnam Investment Management LLC
✚
|
MA | 85.2 |
|
The Putnam Advisory Company LLC
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|
MA | 41.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aperio Group LLC
✚
|
CA | 111.4 |
|
Invesco Asset Management Ltd
✚
|
111.4 | |
|
Sammons Financial Group Asset Management LLC
✚
|
IA | 109.8 |
|
Income Research Management
✚
|
MA | 109.0 |
|
Natixis Advisors LLC
✚
|
MA | 85.2 |
|
AssetMark Inc
✚
|
CA | 77.4 |
|
Morningstar Investment Management LLC
✚
|
IL | 76.6 |
|
Rockefeller Financial LLC
✚
|
NY | 70.0 |
|
Sterling Capital Management LLC
✚
|
NC | 66.2 |
|
Kestra Advisory Services LLC
✚
|
TX | 60.2 |