Schwartz Investment Counsel Inc

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Schwartz Investment Counsel Inc
✚
CRD #104693
SEC #801-32773
CIK #0000909151
AUM 3,785.3 M (2026-03-26)
Employees 20 (55% Investors, 10% Brokers)
Fees
Minimum
Phone734-455-7777
Address801 W Ann Arbor Trail
Plymouth, MI 48170
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.01999200820172027
In the News
Tue, 14 Jul 2026 Silicon Motion Technology Corporation $SIMO Shares Bought by Schwartz Investment Counsel Inc. — MarketBeat
CIK Period
0000909151
Sector Form 13F Holdings Value ($B)
Texas Pacific Land Corp 0.2
Nvidia Corp 0.1
Texas Instruments Inc 0.1
Mastercard Inc 0.1
McGraw-Hill Companies Inc 0.1
Roper Industries Inc 0.1
API Group Corp 0.1
Moodys Corp /DE/ 0.1
Lowes Companies Inc 0.1
O Reilly Automotive Inc 0.1
Verisign Inc/Ca 0.1
Accenture PLC 0.1
Chevron Corp 0.1
Broadridge Financial Solutions Inc 0.1
AptarGroup Inc 0.0
Taiwan Semiconductor Manufacturing Co Ltd 0.0
Diamondback Energy Inc 0.0
Tower Semiconductor Ltd 0.0
Chesapeake Energy Corp 0.0
Coca-Cola European Partners PLC 0.0
Waterbridge Infrastructure LLC 0.0
Intel Corp 0.0
Fastenal Co 0.0
Harris Corp /DE/ 0.0
Landbridge Co LLC 0.0
BB&T Corp 0.0
TJX Companies Inc /DE/ 0.0
Zoetis Inc 0.0
Genuine Parts Co 0.0
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 19 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 3.6
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 0.0
(h) Charitable organizations 6 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 0 0.0
(n) Other 0 0.0
Total 77 3.8
By Discretionary
Discretionary 77 3.8
Non-Discretionary 0 0.0
Total 77 3.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.8
Total 77 3.8
EDGAR Form CIK 2011 - 2026
13F-HR [0000909151]
SC 13G [0000909151]
Form 13D/13G Filer Form 13D/13G Subject Filed
Schwartz Investment Counsel Inc Purple Innovation Inc [2022-01-12]
Schwartz Investment Counsel Inc Unico American Corp [2019-02-19]
Schwartz Investment Counsel Inc Unico American Corp [2018-02-13]
Schwartz Investment Counsel Inc Unico American Corp [2017-02-07]
Schwartz Investment Counsel Inc Unico American Corp [2016-02-03]
Schwartz Investment Counsel Inc Unico American Corp [2015-02-10]
Schwartz Investment Counsel Inc Unico American Corp [2014-02-11]
Schwartz Investment Counsel Inc Unico American Corp [2013-02-07]
[2012-02-13]
Firm Profile (Form ADV)
Discretionary AUM$1.1B
ServesInstitutional, Retail
LEI2549005YQBVEC6GD9E29
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