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| Sterling Capital Management LLC
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|---|---|
| CRD # | 135405 |
| SEC # | 801-64257 |
| CIK # | 0001329883, 0001275935 |
| AUM | $66.7 BB (2024-07-31) |
| Employees | 181 (38% Investors, 17% Brokers) |
| Phone | 704-927-4175 |
| Address | 4350 Congress Street Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| 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 ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aperio Group LLC
✚
|
CA | 80.2 |
|
Charles Schwab Investment Advisory Inc
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|
CA | 66.1 |
|
AssetMark Inc
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|
CA | 65.6 |
|
Natixis Advisors LLC
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|
MA | 63.8 |
|
Morningstar Investment Management LLC
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|
IL | 54.7 |
|
Orion Portfolio Solutions LLC
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|
NE | 53.8 |
|
Rockefeller Financial LLC
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|
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 |