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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Waddell & Reed Inc
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|---|---|
| CRD # | 866 |
| SEC # | 801-16720 |
| CIK # | 0000903764, 0001052100 |
| AUM | |
| Employees | 1,700 (100% Investors, 100% Brokers) |
| Phone | 913-236-2000 |
| Address | 6300 Lamar Avenue Overland Park, KS 66202-4200 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.6 | ||
| Apple Inc | 1.7 | ||
| Amazon Com Inc | 1.4 | ||
| Facebook Inc | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Micron Technology Inc | 0.8 | ||
| Pangaea Logistics Solutions Ltd | 0.6 | ||
| ASML Holding NV | 0.5 | ||
| Electronic Arts Inc | 0.5 | ||
| UnitedHealth Group Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183,258 | 28.2 |
| (b) Individuals (high net worth individuals) | 3,121 | 4.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 0.0 |
| (h) Charitable organizations | 191 | 0.0 |
| (i) State or municipal government entities | 223 | 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 | 209 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 187,019 | 33.2 |
| By Discretionary | ||
| Discretionary | 27,982 | 6.4 |
| Non-Discretionary | 159,037 | 26.9 |
| Total | 187,019 | 33.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 33.2 | |
| Total | 187,019 | 33.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000903764] | |
| 3 | [0000903764] | |
| 4 | [0000903764] | |
| 10-K | [0001052100] | |
| 10-Q | [0001052100] | |
| 13F-HR | [0001052100] | |
| 3 | [0001052100] | |
| 4 | [0001052100] | |
| 5 | [0001052100] | |
| 8-K | [0001052100] | |
| SC 13D | [0001052100] | |
| SC 13G | [0001052100] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Ivy Investment Management Company
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|
KS | 0.0 |
|
Waddell & Reed Inc
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|
KS | 0.0 |