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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Capital Management LLC
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| CRD # | 135405 |
| SEC # | 801-64257 |
| CIK # | 0001275935, 0001329883 |
| AUM | $66.2 B (2025-06-23) |
| Employees | 182 (37% Investors, 15% Brokers) |
| Phone | 704-927-4175 |
| Address | 4350 Congress Street Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001275935 0001329883 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.5 | ||
| Nvidia Corp | 1.8 | ||
| Apple Inc | 1.6 | ||
| Coca Cola Co | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| Broadcom Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| VISA Inc | 0.6 | ||
| Home Depot Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| AbbVie Inc | 0.5 | ||
| Oracle Corp | 0.5 | ||
| Philip Morris International Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,804 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,000 | 1.7 |
| (c) Banking or thrift institutions | 2 | 6.0 |
| (d) Investment companies | 20 | 4.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.8 |
| (g) Pension and profit sharing plans | 76 | 16.7 |
| (h) Charitable organizations | 114 | 2.4 |
| (i) State or municipal government entities | 125 | 14.2 |
| (j) Other investment advisers | 10 | 0.1 |
| (k) Insurance companies | 118 | 2.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 261 | 16.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,535 | 66.2 |
| By Discretionary | ||
| Discretionary | 3,522 | 66.0 |
| Non-Discretionary | 13 | 0.1 |
| Total | 3,535 | 66.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 64.9 | |
| Total | 3,535 | 66.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0001275935] | |
| 13F-HR | [0001329883] | |
| 13F-NT | [0001329883] | |
| SC 13D | [0001329883] | |
| SC 13G | [0001329883] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Natixis Advisors LLC
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|
MA | 85.2 |
|
Putnam Investment Management LLC
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|
MA | 85.2 |
|
AssetMark Inc
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CA | 77.4 |
|
Morningstar Investment Management LLC
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IL | 76.6 |
|
Rockefeller Financial LLC
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|
NY | 70.0 |
|
Kestra Advisory Services LLC
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|
TX | 60.2 |
|
Orion Portfolio Solutions LLC
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|
NE | 57.7 |
|
Breckinridge Capital Advisors Inc
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|
MA | 51.0 |
|
Parnassus Investments LLC
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|
CA | 45.7 |
|
Kayne Anderson Rudnick Investment Management LLC
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|
CA | 45.5 |