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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) |
|---|
| CIK | Period |
|---|---|
| 0001277279 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Alphabet Inc | 1,475,138.5 | 31.4 | |
| Microsoft Corp | 1,918,222.4 | 30.5 | |
| Exxon Mobil Corp | 385,508.3 | 18.4 | |
| Qualcomm Inc/DE | 147,392.0 | 13.5 | |
| II-VI Inc | 6,655.2 | 12.2 | |
| Facebook Inc | 434,852.0 | 12.2 | |
| Citigroup Inc | 91,678.1 | 11.7 | |
| Alliance Data Systems Corp | 1,968.1 | 11.4 | |
| J P Morgan Chase & Co | 340,169.2 | 11.2 | |
| NXP Semiconductors NV | 40,492.7 | 11.2 | |
| Pfizer Inc | 284,248.0 | 10.5 | |
| Bank of America Corp /DE/ | 278,315.2 | 10.5 | |
| Paypal Holdings Inc | 83,170.4 | 10.3 | |
| Apple Inc | 2,382,844.0 | 9.7 | |
| Discovery Communications Inc | 33,150.7 | 9.2 | |
| Schwab Charles Corp | 121,688.8 | 8.7 | |
| Oracle Corp | 182,760.6 | 8.6 | |
| Kornit Digital Ltd | 1,586.9 | 8.6 | |
| Exact Sciences Corp | 7,233.1 | 8.2 | |
| Cisco Systems Inc | 178,309.9 | 7.9 | |
| eBay Inc | 23,877.3 | 7.9 | |
| Performance Food Group Co | 7,156.4 | 7.9 | |
| Chewy Inc | 14,822.2 | 7.7 | |
| Discover Financial Services | 27,340.7 | 7.7 | |
| VISA Inc | 419,260.5 | 7.6 | |
| UnitedHealth Group Inc | 477,004.0 | 7.5 | |
| LKQ Corp | 14,124.7 | 7.5 | |
| CVS Caremark Corp | 122,214.0 | 7.3 | |
| Upjohn Inc | 13,214.4 | 7.2 | |
| Cigna Corp | 84,461.4 | 7.2 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 0.1 |
| (b) Individuals (high net worth individuals) | 132 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 0.1 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 800 | 2.1 |
| By Discretionary | ||
| Discretionary | 800 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 800 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 800 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001277279] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fragasso Financial Advisors Inc
✚
|
PA | 2.1 |
|
IC Advisory Services Inc
✚
|
NJ | 2.1 |
|
LVW Advisors LLC
✚
|
NY | 2.1 |
|
Bedel Financial Consulting Inc
✚
|
IN | 2.1 |
|
Tributary Capital Management LLC
✚
|
NE | 2.1 |
|
Santander Securities LLC
✚
|
MA | 2.1 |
|
Sandhill Capital Partners LLC
✚
|
NY | 2.1 |
|
Arbion Limited
✚
|
2.1 | |
|
LM Advisors LLC
✚
|
CA | 2.1 |
|
Mission Prime LLC
✚
|
PR | 2.1 |