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Thompson Investment Management Inc
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CRD # | 129609 |
SEC # | 801-62562 |
CIK # | 0001277279 |
AUM | $2.1 BB (2024-03-20) |
Employees | 18 (28% Investors, 0% Brokers) |
Phone | 608-827-5700 |
Address | 1255 Fourier Drive Madison, WI 53717 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GOOGL | 1,475,138.5 | 31.4 | |
MSFT | 1,918,222.4 | 30.5 | |
XOM | 385,508.3 | 18.4 | |
QCOM | 147,392.0 | 13.5 | |
COHR | 6,655.2 | 12.2 | |
META | 434,852.0 | 12.2 | |
C | 91,678.1 | 11.7 | |
BFH | 1,968.1 | 11.4 | |
JPM | 340,169.2 | 11.2 | |
NXPI | 40,492.7 | 11.2 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 264 | 0.1 |
(b) Individuals (high net worth individuals) | 132 | 0.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 1.4 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 30 | 0.1 |
(h) Charitable organizations | 8 | 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 | 800 | 2.1 |
By Discretionary | ||
Discretionary | 800 | 2.1 |
Non-Discretionary | 0 | 0.0 |
Total | 800 | 2.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.1 | |
Total | 800 | 2.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001277279] |
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Fragasso Financial Advisors Inc
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|
PA | 2.1 |
IC Advisory Services Inc
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NJ | 2.1 |
LVW Advisors LLC
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NY | 2.1 |
Bedel Financial Consulting Inc
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IN | 2.1 |
Tributary Capital Management LLC
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NE | 2.1 |
Santander Securities LLC
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MA | 2.1 |
Sandhill Capital Partners LLC
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|
NY | 2.1 |
Arbion Limited
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|
2.1 | |
LM Advisors LLC
✚
|
CA | 2.1 |
Mission Prime LLC
✚
|
PR | 2.1 |