Wellington Management Company LLP

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Wellington Management Company LLP
✚
CRD #106595
SEC #801-15908
CIK #0001633867, 0000902219, 0001633863
AUM 1,428.05 B (2026-03-31)
Employees 1,868 (27% Investors, 3% Brokers)
Fees
Minimum
Phone617-951-5000
Address280 Congress Street
Boston, MA 02210
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
17001360102068034001999200820172027
Sector Form 13F Holdings Value ($B)
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Mastercard Inc 6.5
View All
Holdings by Sector ($B)
70056042028014002011201620212027
Type Form D Funds Date Sold AUM
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Quality Growth EX China Portfolio 2026-03-31 520.9 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust US Investment Grade Intermediate Credit Portfolio 2026-03-31 653.9 M
HF Wellington CLO Partners Fund Cayman II LP 2025-08-12
HF Wellington CLO Partners Fund II LP 2025-08-12
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Credit Total Return Portfolio 2025-01-02 511.7 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Japan Value Realization II Portfolio 2025-01-02 86.3 M
HF Wellington CLO Partners Fund I LP [2023-05-05] 165.3 M 202.5 M
Filed 2024-04-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Asian Opportunities 2023-03-31 631.8 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Multi-Asset High Income Portfolio 2022-09-07 19.4 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Sustainable Commodities Portfolio 2022-09-07 67.1 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Small Companies Portfolio 2022-03-31 281.3 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Research Equity Catholic Values Portfolio 2021-03-31 82.3 M
HF Wellington Trust Company National Association Multiple Common Trust Funds Trust Global Credit Absolute Return Portfolio 2021-03-31 5,559.2 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Multi Sector Credit 2021-03-31 1,555.7 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Bank Loan Portfolio 2020-03-30 397.3 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Small Cap Systematic Equity Portfolio 2019-12-09 0.0 M
HF Wellington Global Equity Long/Short Strategies Cayman SPC 2019-03-29 157.8 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Emerging Markets Systematic Equity Portfolio 2019-03-29 1,164.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Fixed Income Allocation II Portfolio 2019-02-28 837.5 M
HF Wellington Trust Company National Association Multiple Common Trust Funds Trust Emerging Market Themes Portfolio 2018-03-29 140.7 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Japan Value Realization Portfolio 2018-03-29 0.8 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Opportunistic Agriculture Portfolio 2018-03-29 0.1 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust International Horizons 2017-11-29 0.0 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Das Plus Beta - 30 Year Portfolio 2017-03-30 0.1 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Global Agriculture Portfolio Liquidating Accou 2017-03-30 1.5 M
HF Pagosa Strategies Cayman SPC 2016-03-29 2.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Impact Portfolio 2016-03-29 205.5 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Risk Factor Opportunities Portfolio 2016-03-29 0.1 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Leaders Portfolio 2016-03-29 1,092.1 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust SMID Cap Research Equity Portfolio 2016-03-29 678.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Blended Opportunistic Emerging Markets Debt Portfolio 2015-11-13 1,288.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core High Yield Bond Portfolio 2015-11-13 29.6 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust CTF Commodities - Liquidity and Production Weighted Portfolio 2015-11-13 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Contrarian Value Portfolio 2015-11-13 1,246.1 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Energy Opportunities I Portfolio 2015-11-13 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Contrarian Value Inflation Opportunities Portfolio 2015-03-27 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Quality Growth Portfolio 2015-03-27 457.4 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Unconstrained Core Fixed Income Portfolio 2015-03-27 0.9 M
HF WMP Midstream and Energy Infrastructure Partners LP [2015-02-06] 4.7 M 4.4 M
Filed 2015-07-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Durable Companies Portfolio 2014-07-31 383.6 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Quality Growth Portfolio 2014-07-31 1,102.3 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Real Total Return Portfolio 2014-07-31 0.4 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Energy Opportunities Portfolio 2014-07-31 0.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Select Opportunistic Commodities II Portfolio 2014-07-31
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Bond Opportunities - US Target Treasuries Portfolio 2014-03-28 104.2 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Managed Risk Plus II Portfolio 2014-03-28 0.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Total Return II Portfolio 2014-03-28 3,215.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Select Opportunistic Commodities Portfolio 2014-03-28 0.0 M
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust US Inflation Linked Portfolio 2014-03-28 0.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Das Plus Beta Variable Duration Portfolio 2013-08-09 57.4 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Opportunities Portfolio 2013-08-09 528.9 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Managed Risk Core Portfolio 2013-08-09 363.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Managed Risk Plus Portfolio 2013-08-09 37.2 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Managed Risk Portfolio 2013-08-09 402.5 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Small Cap Research Equity Portfolio 2013-08-09 882.3 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Inflation Sensitive Bond Portfolio 2013-08-09 231.6 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Opportunistic International Growth Portfolio 2013-08-09
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Dynamic Growth Portfolio 2013-03-28 202.3 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Daily Enduring Assets Portfolio 2012-11-27 0.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Ultra Short Duration Portfolio 2012-11-27 125.6 M
HF Diversified Inflation Strategies LP 2012-03-16
HF Global Health Care Opportunity LP 2012-03-16 10.2 M
HF Global Health Care Opportunity Ltd 2012-03-16 115.9 M
HF Global Natural Resources III 2012-03-16 65.4 M
HF Global Natural Resources III LP 2012-03-16 9.7 M
HF Ithan Creek Partners II LP [2012-03-16] 69.7 M 75.0 M
Filed 2014-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
SA Juniper CBO 1999-1 Ltd 2012-03-16
SA Juniper CBO 2000-1 Ltd 2012-03-16
SA Landgrove Synthetic CDO SPC 2012-03-16
SA Liberty Square CDO II Limited 2012-03-16 16.9 M
SA Liberty Square CDO I Limited 2012-03-16 14.6 M
SA Steers Thayer Gate CDO Trust Series 2006-1 2012-03-16 58.5 M
SA Steers Thayer Gate CDO Trust Series 2006-3 2012-03-16 17.1 M
SA Steers Thayer Gate CDO Trust Series 2006-4 2012-03-16 19.6 M
SA Steers Thayer Gate CDO Trust Series 2006-5 2012-03-16 19.6 M
SA Steers Thayer Gate CDO Trust Series 2006-7 2012-03-16 14.5 M
HF Wellington Management Legacy Securities PPIF Master Fund LP 2012-03-16 4,027.1 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Asia Technology Portfolio 2012-03-16 0.1 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Asset-Backed Securities Portfolio 2012-03-16 14.9 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Biotechnology Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Capital Appreciation Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Capital Spectrum Portfolio 2012-03-16
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Children's Medical Center Liquidity Portfolio 2012-03-16 935.4 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Climate Strategy Portfolio 2012-03-16 32.3 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Commodities Portfolio 2012-03-16 324.7 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond/Mortgage-Backed Securities Portfolio 2012-03-16 0.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond Plus/High Yield Bond Portfolio 2012-03-16 21.9 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond Plus/Mortgage-Backed Securities Portfolio 2012-03-16 1,969.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond Plus Portfolio 2012-03-16 1,036.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond Portfolio 2012-03-16 1,651.7 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Das Plus Beta -10 Year Portfolio 2012-03-16 0.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Das Plus Beta -20 Year Portfolio 2012-03-16 0.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Das Plus Beta - Credit Plus 10 Year Portfolio 2012-03-16 0.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Das Plus Beta - US Core Fixed Income Portfolio 2012-03-16 93.8 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Das Plus Beta - World Equity Portfolio 2012-03-16 80.4 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Das Plus Diversified Beta Portfolio 2012-03-16 99.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies - Absolute Return Portfolio 2012-03-16 0.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies Master Portfolio 2012-03-16
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies Plus Beta All-Country Non-US PF 2012-03-16 216.3 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies Plus Beta - GLBL Ifl-Lnked Bond PF 2012-03-16 111.4 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies Plus Beta US Large Cap Equity PF 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Growth Portfolio 2012-03-16 70.3 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Inflation Hedges II Portfolio 2012-03-16 64.7 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Inflation Hedges Portfolio 2012-03-16 840.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Companies Portfolio 2012-03-16 368.8 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Local Debt Portfolio 2012-03-16 590.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Local Inflation-Linked Debt Portfolio 2012-03-16 142.7 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Debt II Portfolio 2012-03-16 89.5 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Debt Portfolio 2012-03-16 208.3 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Local Equity Portfolio 2012-03-16 303.5 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Portfolio 2012-03-16 140.7 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Research Equity Portfolio 2012-03-16 589.6 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Enduring Assets Portfolio 2012-03-16 302.7 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust European Disciplined Growth Portfolio 2012-03-16 0.1 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Europe Small Cap Equity Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Agriculture Portfolio 2012-03-16 0.1 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Contrarian Equity Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Fundamental Growth Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Natural Resources Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Opportunities Portfolio 2012-03-16 414.4 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Perspectives Portfolio 2012-03-16 349.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Precious Metals Portfolio 2012-03-16
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Property Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Research Equity Portfolio 2012-03-16
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Select Capital Appreciation Portfolio 2012-03-16 269.3 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Total Return Portfolio 2012-03-16 0.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Government Relative Value Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Growth Portfolio 2012-03-16 9.5 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Inflation-Protected Municipal Bond Portfolio 2012-03-16
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Intermediate Bond Portfolio 2012-03-16 100.6 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Growth Portfolio 2012-03-16 35.6 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Opportunities Portfolio 2012-03-16 882.6 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Research Equity Portfolio 2012-03-16 197.3 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Small Cap Opportunities Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Japan Small Cap Equity Portfolio 2012-03-16 0.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Japan Special Situations II Portfolio 2012-03-16 128.4 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Latin America Portfolio 2012-03-16 0.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Market Neutral Emerging Markets Debt Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Metals and Mining Portfolio 2012-03-16 671.4 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Micro Cap Equity Portfolio 2012-03-16 356.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Mid Cap Growth Portfolio 2012-03-16 0.1 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Mid Cap Opportunities Portfolio 2012-03-16 0.0 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Multi-Asset Total Return Solution Portfolio 2012-03-16 220.3 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Commodities Portfolio 2012-03-16 14.4 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Core Portfolio 2012-03-16 49.5 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Emerging Markets Debt Portfolio 2012-03-16 287.3 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Equity Portfolio 2012-03-16 0.1 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Fixed Income Allocation Portfolio 2012-03-16 5,839.5 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Growth Portfolio 2012-03-16 36.2 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Investment Allocation Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Quality Value Portfolio 2012-03-16 44.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Real Asset Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Real Estate Securities Portfolio 2012-03-16 4.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Research Energy II Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Research Energy Portfolio 2012-03-16 45.2 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Research Equity Portfolio 2012-03-16 829.3 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Research Value Portfolio 2012-03-16
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Intrinsic Value Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Short-Term Cash Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Small Cap 2000 Portfolio 2012-03-16 390.5 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Small Cap Opportunities Portfolio 2012-03-16 109.9 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Small Cap Value Portfolio 2012-03-16 63.2 M
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Smaller Companies Portfolio 2012-03-16 18.4 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust SMID Cap Value Portfolio 2012-03-16 0.1 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Special Equity Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Strategic Real Asset Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Technical Equity Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust TIPS Plus Portfolio 2012-03-16 0.0 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Treasury Inflation Protected Securities TIPS Portfolio 2012-03-16 221.5 M
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Value Portfolio 2012-03-16 9.7 M
HF WMP Unconstrained Global Agriculture Master Fund Cayman LP [2012-03-16] 5.9 M
Filed 2014-01-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($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 34 14.7
(d) Investment companies 209 636.4
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 408 327.3
(g) Pension and profit sharing plans 172 65.7
(h) Charitable organizations 74 18.6
(i) State or municipal government entities 95 69.8
(j) Other investment advisers 27 86.4
(k) Insurance companies 452 145.0
(l) Sovereign wealth funds and foreign official institutions 48 51.6
(m) Corporations or other businesses not listed above 40 12.7
(n) Other 0 0.0
Total 1,559 1,428.0
By Discretionary
Discretionary 1,502 1,325.9
Non-Discretionary 57 102.2
Total 1,559 1,428.0
By Non-United States Persons
Non-United States Persons 384.9
United States Persons 1,043.2
Total 1,559 1,428.0
Limited Partners2011 - 2026
Fresno County Employee Retirement Association
Hawaii Employee Retirement System
Kansas Public Employees Retirement System
Maryland State Retirement and Pension System
Minnesota State Board of Investment
New Hampshire Retirement System
New Jersey Division of Investment
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
New York State Common Retirement Fund
North Carolina Retirement Services
Orange County Employee Retirement System
Oregon Public Employees Retirement Fund
Pennsylvania Public School Employees' Retirement System
San Diego County Employees Retirement Association
South Carolina Public Employees Benefit Authority
State of Michigan Retirement System
State Teachers Retirement System of Ohio
Teachers' Retirement Security for Illinois Educators
Teachers' Retirement System of the City of New York
Virginia Retirement System
Form D Directors Role # Filings # Firms 2011 - 2026
Wellington Management Company Llp Executive Officer 121 4
Gregory Konzal Director, Executive Officer 63 4
Neil Medugno Director, Executive Officer 50 3
Perry Traquina Director 30 3
Brendan Swords Director 30 3
Phillip Perelmuter Director 28 3
Alan Brody Director, Executive Officer 4 3
Wmp Management LLC Executive Officer 2 2
Wmp Management Inc Executive Officer 2 2
Wellington Management Clo Advisors LLC Executive Officer 2 2
View All
EDGAR Form CIK 2011 - 2026
13F-HR [0000902219]
3 [0000902219]
4 [0000902219]
SC 13D [0000902219]
SC 13G [0000902219]
13F-NT [0001633863]
13F-NT [0001633867]
Form 13D/13G Filer Form 13D/13G Subject Filed
Wellington Management Group LLP Pinnacle Financial Partners Inc [2026-05-15]
Wellington Management Group LLP Voya Financial Inc [2026-05-15]
Wellington Management Group LLP Power Integrations Inc [2026-05-15]
Wellington Management Group LLP Chord Energy Corp [2026-05-15]
Wellington Management Group LLP Mercantile Bank Corp [2026-05-15]
Wellington Management Group LLP Innovex International Inc [2026-05-15]
Wellington Management Group LLP Huntington Bancshares Inc /MD/ [2026-05-15]
Wellington Management Group LLP Wolverine World Wide Inc /DE/ [2026-05-15]
Wellington Management Group LLP Freshpet Inc [2026-05-15]
Wellington Management Group LLP American Water Works Company Inc [2026-05-15]
View All
Firm Profile (Form ADV)
Discretionary AUM$775.2B
Clients52 (32 non-US)
ServesInstitutional, Retail
Fund TypesHedge Fund, Private Equity
LEI549300YHP12TEZNLCX41
Form 3/4/5 Subject 2011 - 2026
Wellington Management Group LLP
JetPay Corp
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
JetPay Corp UBPS
Common Stock
 2013-01-03 Sell 17,000 $3.20 54,400
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