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| Happy Holidays!! thanks for using AUM13F!! |
| Thompson Investment Management Inc
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| CRD # | 129609 |
| SEC # | 801-62562 |
| CIK # | 0001277279 |
| AUM | $2.7 B (2025-03-27) |
| Employees | 18 (33% Investors, 0% Brokers) |
| Phone | 608-827-5700 |
| Address | 1255 Fourier Drive Madison, WI 53717 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001277279 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 33.4 | ||
| Alphabet Inc | 29.6 | ||
| Exxon Mobil Corp | 16.9 | ||
| Discovery Communications Inc | 15.9 | ||
| Facebook Inc | 14.4 | ||
| Citigroup Inc | 13.1 | ||
| J P Morgan Chase & Co | 13.1 | ||
| Exact Sciences Corp | 12.7 | ||
| Bank of America Corp /DE/ | 11.7 | ||
| Paypal Holdings Inc | 11.5 | ||
| Qualcomm Inc/DE | 11.5 | ||
| Cisco Systems Inc | 11.1 | ||
| Owens Illinois Inc /DE/ | 10.6 | ||
| UnitedHealth Group Inc | 10.4 | ||
| Oracle Corp | 10.1 | ||
| Pfizer Inc | 10.1 | ||
| eBay Inc | 10.1 | ||
| Upjohn Inc | 9.9 | ||
| LKQ Corp | 9.7 | ||
| NXP Semiconductors NV | 9.6 | ||
| PepsiCo Inc | 9.6 | ||
| VISA Inc | 9.4 | ||
| Performance Food Group Co | 9.2 | ||
| Schwab Charles Corp | 9.1 | ||
| Apple Inc | 9.1 | ||
| CVS Caremark Corp | 8.6 | ||
| Alexandria Real Estate Equities Inc | 8.4 | ||
| Target Corp | 8.3 | ||
| Walgreens Boots Alliance Inc | 8.3 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 0.1 |
| (b) Individuals (high net worth individuals) | 142 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 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 | 882 | 2.7 |
| By Discretionary | ||
| Discretionary | 882 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 882 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 882 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001277279] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sagewood Asset Management LP
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|
NY | 2.7 |
|
Chilton Capital Management LLC
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|
TX | 2.7 |
|
Brick Capital Management Inc
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MI | 2.7 |
|
Principle Wealth Partners LLC
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CT | 2.7 |
|
Retirement Income Solutions Inc
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|
MI | 2.7 |
|
Leo Wealth LLC
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|
TX | 2.7 |
|
Birch Hill Investment Advisors LLC
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|
MA | 2.7 |
|
Girard Advisory Services LLC
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|
PA | 2.7 |
|
Kellogg Asset Management LLC
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|
WI | 2.7 |
|
Argos Capital Partners LLC
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|
MO | 2.6 |