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| Happy Holidays!! thanks for using AUM13F!! |
| Thrivent Financial for Lutherans
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|---|---|
| CRD # | 115785 |
| SEC # | 801-60701 |
| CIK # | 0000314984 |
| AUM | $141.1 B (2025-07-24) |
| Employees | 4,274 (4% Investors, 18% Brokers) |
| Phone | 800-847-4836 |
| Address | 901 Marquette Avenue Minneapolis, MN 55402-3211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Medtronic Holdings Ltd | 0.0 | ||
| Arch Capital Group Ltd | 0.0 | ||
| Applied Materials Inc /DE | 0.0 | ||
| Boston Scientific Corp | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Metropcs Communications Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Conocophillips | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Thrivent White Rose Real Estate Fund V LP | [2024-03-28] | 1.1 | 144.7 |
| PE | White Rose CFO 2023 Holdings LLC | 2024-03-28 | 0.0 | |
| PE | White Rose CFO 2023 LLC | 2024-03-28 | 836.2 | |
| PE | Thrivent White Rose Endurance Fund III LP | [2023-03-31] | 1.4 | 95.2 |
| PE | Thrivent White Rose Fund XV Equity Direct LP | [2023-03-31] | 8.0 | 613.2 |
| PE | Thrivent White Rose Fund XV Fund of Funds LP | [2023-03-31] | 3.1 | 127.1 |
| PE | Thrivent White Rose Real Estate Fund IV LP | [2023-03-31] | 0.6 | 241.6 |
| PE | Thrivent White Rose Endurance Fund II LP | [2022-03-31] | 900.0 | 472.5 |
| PE | Thrivent White Rose Fund XIV Equity Direct LP | [2022-03-31] | 250.0 | 901.7 |
| PE | Thrivent White Rose Fund XIV Fund of Funds LP | [2022-03-31] | 1,100.0 | 1,335.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 31 | 44.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 35 | 16.8 |
| (g) Pension and profit sharing plans | 1 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 78.9 |
| Total | 68 | 141.1 |
| By Discretionary | ||
| Discretionary | 68 | 141.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 68 | 141.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.1 | |
| Total | 68 | 141.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Bradley Fisher | 22 | |||
| Brad Fisher | 7 | |||
| Jen Wilson | 31 | |||
| Mark Swenson | 29 | |||
| Michael Groneberg | 24 | |||
| Thrivent Financial for Lutherans | 24 | |||
| Gregory Anderson | 22 | |||
| David Royal | 18 | |||
| Geoffrey Huber | 17 | |||
| Timothy Wegener | 16 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000314984] | |
| 3 | [0000314984] | |
| 4 | [0000314984] | |
| SC 13G | [0000314984] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Thrivent Financial for Lutherans
✚
|
MN | 141.1 |
|
Thrivent Asset Management LLC
✚
|
MN | 46.8 |
|
Thrivent Investment Management Inc
✚
|
MN | 17.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abrdn Investments Limited
✚
|
176.0 | |
|
Pathway Capital Management LP
✚
|
CA | 92.9 |
|
PPM America Inc
✚
|
IL | 74.5 |
|
Barrow Hanley Mewhinney & Strauss LLC
✚
|
TX | 53.3 |
|
Impax Asset Management Ltd
✚
|
40.6 | |
|
TCW Investment Management Company LLC
✚
|
CA | 40.1 |
|
Ottawa Avenue Private Capital LLC
✚
|
MI | 20.4 |
|
Champlain Investment Partners LLC
✚
|
VT | 16.3 |
|
Townsquare Capital LLC
✚
|
UT | 15.0 |
|
CV Advisors LLC
✚
|
FL | 12.9 |