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| Thrivent Financial for Lutherans
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|---|---|
| CRD # | 115785 |
| SEC # | 801-60701 |
| CIK # | 0000314984 |
| AUM | $117.6 BB (2023-03-31) |
| Employees | 3,940 (4% Investors, 12% Brokers) |
| Phone | 800-847-4836 |
| Address | 901 Marquette Avenue Minneapolis, MN 55402-3211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| CSCO | 178.3 | 0.0 | |
| MA | 309.6 | 0.0 | |
| WMT | 335.4 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| KNSL | 5.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 33 | 32.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 34 | 17.4 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 0 | 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 | 1 | 66.2 |
| Total | 67 | 117.6 |
| By Discretionary | ||
| Discretionary | 67 | 117.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67 | 117.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.6 | |
| Total | 67 | 117.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Bradley Fisher | 22 | |||
| Jen Wilson | 31 | |||
| Mark Swenson | 29 | |||
| Michael Groneberg | 24 | |||
| Thrivent Financial for Lutherans | 24 | |||
| Gregory Anderson | 22 | |||
| David Royal | 18 | |||
| Geoffrey Huber | 17 | |||
| Timothy Wegener | 16 | |||
| Glen Vanic | 15 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000314984] | |
| 3 | [0000314984] | |
| 4 | [0000314984] | |
| SC 13G | [0000314984] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Thrivent Financial for Lutherans
✚
|
MN | 117.6 |
|
Thrivent Asset Management LLC
✚
|
MN | 25.4 |
|
Thrivent Investment Management Inc
✚
|
MN | 12.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Abrdn Investments Limited
✚
|
172.4 | |
|
Pathway Capital Management LP
✚
|
CA | 88.0 |
|
General Atlantic Service Company LP
✚
|
NY | 73.1 |
|
TCW Investment Management Company LLC
✚
|
CA | 37.9 |
|
Impax Asset Management Ltd
✚
|
32.2 | |
|
Ottawa Avenue Private Capital LLC
✚
|
MI | 17.4 |
|
Champlain Investment Partners LLC
✚
|
VT | 16.0 |
|
CV Advisors LLC
✚
|
FL | 8.4 |
|
Welch & Forbes LLC
✚
|
MA | 6.8 |
|
The Caprock Group LLC
✚
|
ID | 5.9 |