Sterling Capital Management LLC

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Assets, Funds, Holdings

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Sterling Capital Management LLC
CRD #135405
SEC #801-64257
CIK #0001329883, 0001275935
AUM $66.7 BB (2024-07-31)
Employees 181 (38% Investors, 17% Brokers)
Phone704-927-4175
Address4350 Congress Street
Charlotte, NC 28209
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
806448321602001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 2.1
AAPL 2,382.8 1.5
NVDA 399.6 1.2
KO 270.0 1.0
AMZN 1,093.0 0.8
GOOG 1,482.6 0.7
JPM 340.2 0.6
HD 277.6 0.5
ABBV 269.5 0.5
GOOGL 1,475.1 0.5
View All
Holdings by Sector ($BB)
705642281402013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,382 0.7
(b) Individuals (high net worth individuals) 1,082 1.5
(c) Banking or thrift institutions 3 7.7
(d) Investment companies 22 5.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 7 1.8
(g) Pension and profit sharing plans 76 16.7
(h) Charitable organizations 103 1.8
(i) State or municipal government entities 132 12.2
(j) Other investment advisers 12 0.1
(k) Insurance companies 126 2.4
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 270 16.5
(n) Other 0 0.0
Total 3,215 66.7
By Discretionary
Discretionary 3,201 66.6
Non-Discretionary 14 0.1
Total 3,215 66.7
By Non-United States Persons
Non-United States Persons 1.0
United States Persons 65.7
Total 3,215 66.7
EDGAR Form CIK 2011 - 2024
SC 13G [0001275935]
13F-HR [0001329883]
13F-NT [0001329883]
SC 13D [0001329883]
SC 13G [0001329883]
Form 13D/13G Filer Form 13D/13G Subject Filed
Sterling Capital Management Inc CSP Inc /MA/ [2019-02-14]
Sterling Capital Management LLC UTI Worldwide Inc [2015-10-21]
Sterling Capital Management Inc CSP Inc /MA/ [2015-01-14]
Sterling Capital Management Inc CSP Inc /MA/ [2014-01-31]
Sterling Capital Management LLC Endurance Specialty Holdings Ltd [2012-02-08]
Sterling Capital Management LLC Endurance Specialty Holdings Ltd [2012-02-08]
Sterling Capital Management LLC Netscout Systems Inc [2012-02-08]
Sterling Capital Management LLC Entercom Communications Corp [2012-02-08]
Sterling Capital Management LLC Endurance Specialty Holdings Ltd [2012-02-08]
Sterling Capital Management LLC Entercom Communications Corp [2012-02-08]
Comparable Firms State AUM ($BB)
Aperio Group LLC
CA 80.2
Charles Schwab Investment Advisory Inc
CA 66.1
AssetMark Inc
CA 65.6
Natixis Advisors LLC
MA 63.8
Morningstar Investment Management LLC
IL 54.7
Orion Portfolio Solutions LLC
NE 53.8
Rockefeller Financial LLC
NY 51.8
Barrow Hanley Mewhinney & Strauss LLC
TX 49.9
Kestra Advisory Services LLC
TX 48.3
Breckinridge Capital Advisors Inc
MA 47.9
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