Thompson Investment Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Thompson Investment Management Inc
CRD #129609
SEC #801-62562
CIK #0001277279
AUM 3,084.4 M (2026-03-27)
Employees 17 (35% Investors, 0% Brokers)
Fees
Minimum
Phone608-827-5700
Address1255 Fourier Drive
Madison, WI 53717
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
5.04.03.02.01.00.02003201120192027
Sector Form 13F Holdings Value ($M)
Alphabet Inc 47.4
Microsoft Corp 28.8
Citigroup Inc 18.7
Upjohn Inc 17.3
Cisco Systems Inc 15.1
Kornit Digital Ltd 14.7
Qualcomm Inc/DE 14.6
LKQ Corp 14.1
UnitedHealth Group Inc 14.0
J P Morgan Chase & Co 13.8
View All
Holdings by Sector ($M)
90072054036018002011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 288 0.1
(b) Individuals (high net worth individuals) 153 0.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 2.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 33 0.1
(h) Charitable organizations 10 0.1
(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 941 3.1
By Discretionary
Discretionary 941 3.1
Non-Discretionary 0 0.0
Total 941 3.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.1
Total 941 3.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001277279]
Firm Profile (Form ADV)
Discretionary AUM$0.6B
Clients22
ServesInstitutional, Retail
LEI549300EWKPKJRTELHQ79
Comparable Firms State AUM
Santander Securities LLC
MA 3,141.0 M
BPS Capital Management Inc
MN 3,104.6 M
Winthrop Advisory Group LLC
MA 3,101.4 M
Efficient Advisors LLC
3,082.9 M
Disciplina Capital Management LLC
TN 3,057.8 M
Crewe Advisors LLC
UT 3,050.6 M
Silvant Capital Management LLC
GA 3,040.5 M
Obermeyer Wood Investment Counsel LLLP
CO 3,034.1 M
Gibson Capital LLC
PA 3,034.0 M
Carrick Lane LLC
NY 3,029.8 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com