Saturna Capital Corporation

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Assets, Funds, Holdings

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Saturna Capital Corporation
CRD #25586
SEC #801-35428
CIK #0001316617
AUM $8.4 B (2025-02-19)
Employees 80 (19% Investors, 91% Brokers)
Phone360-734-9900
Address1300 N State St
Bellingham, WA 98225-4730
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($B)
40322416802000200820172026
Sector Form 13F Holdings Value ($B)
Microsoft Corp 0.6
Taiwan Semiconductor Manufacturing Co Ltd 0.5
Lilly Eli & Co 0.5
Broadcom Inc 0.4
Apple Inc 0.4
Nvidia Corp 0.4
Tyco International Ltd /Ber/ 0.3
ASML Holding NV 0.3
Alphabet Inc 0.3
Intuit Inc 0.2
View All
Holdings by Sector ($B)
10.08.06.04.02.00.02012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 18 0.0
(b) Individuals (high net worth individuals) 42 0.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 8.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 0.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 8 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 0.0
(n) Other 0 0.0
Total 111 8.4
By Discretionary
Discretionary 111 8.4
Non-Discretionary 0 0.0
Total 111 8.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 8.4
Total 111 8.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001316617]
Comparable Firms State AUM ($B)
Perigon Wealth Management LLC
CA 8.7
Capital Analysts LLC
PA 8.7
Advisory Services Network LLC
GA 8.6
DF Dent and Company Inc
MD 8.6
Crawford Investment Counsel Inc
GA 8.5
Mariner Independent Advisor Network LLC
KS 8.5
Valmark Advisers Inc
OH 8.4
CornerStone Advisors Asset Management LLC
PA 8.3
Douglas Lane & Associates LLC
NY 8.2
Prowell Financial Management LLC
PA 8.1
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