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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Global Investments LLC
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| CRD # | 157091 |
| SEC # | 801-76631 |
| CIK # | 0001534349, 0001357634, 0001697953 |
| AUM | $1.9 B (2025-05-21) |
| Employees | 32 (38% Investors, 3% Brokers) |
| Phone | 888-251-4847 |
| Address | 620 South Main Street Bountiful, UT 84010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| National Grid PLC | 4.0 | ||
| DTE Energy Co | 3.9 | ||
| National Fuel Gas Co | 3.7 | ||
| Intel Corp | 3.5 | ||
| Health Care REIT Inc /DE/ | 3.5 | ||
| Republic Services Inc | 3.5 | ||
| O Reilly Automotive Inc | 3.5 | ||
| Sysco Corp | 3.4 | ||
| Veralto Corp | 3.3 | ||
| Gallagher Arthur J & Co | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | SGI Timpanogos Fund LP | 2020-11-20 | 2.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,639 | 0.2 |
| (b) Individuals (high net worth individuals) | 216 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 1.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 54 | 0.3 |
| (n) Other | 1 | 0.1 |
| Total | 6,923 | 1.9 |
| By Discretionary | ||
| Discretionary | 6,923 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,923 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 6,923 | 1.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001357634] | |
| D | [0001534349] | |
| 13F-HR | [0001697953] | |
| D | [0001697953] |
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