Wellington Management Company LLP

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Wellington Management Company LLP
CRD #106595
SEC #801-15908
CIK #1633863
AUM $1,182.0 BB (93% Disc, 75% US)
Employees1,699 (34% Investors, 4% Brokers)
Phone617-951-5000
Address280 Congress Street
Boston, MA 02210
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
1610128896664432201999200620132021
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.07,115.1
UNH233,310.06,854.8
BMY83,100.06,478.0
VZ237,920.06,388.3
MDT123,390.06,136.9
JPM341,670.05,440.5
LLY-0.05,077.7
MRK208,740.04,921.1
BAC279,520.04,617.3
CVX234,890.04,377.1
View All
Holdings by Sector ($)
4603682761849202012201420172020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF WMP Midstream and Energy Infrastructure Partners LP [2014-07-15] 4.7 4.4
HF WMP Unconstrained Global Agriculture Master Fund Cayman LP [2012-01-17] 5.9 0.0
HF Ithan Creek Partners II LP [2010-01-25] 69.7 75.0
Other Archipelago Strategies Cayman SPC 0.0
HF Diversified Inflation Strategies LP 0.0
HF Global Health Care Opportunity LP 10.2
HF Global Health Care Opportunity Ltd 115.9
HF Global Natural Resources III 65.4
HF Global Natural Resources III LP 9.7
SA Juniper CBO 1999-1 Ltd 0.0
SA Juniper CBO 2000-1 Ltd 0.0
SA Landgrove Synthetic CDO SPC 0.0
SA Liberty Square CDO II Limited 16.9
SA Liberty Square CDO I Limited 14.6
HF Pagosa Strategies Cayman SPC 25.8
SA Steers Thayer Gate CDO Trust Series 2006-1 58.5
SA Steers Thayer Gate CDO Trust Series 2006-3 17.1
SA Steers Thayer Gate CDO Trust Series 2006-4 19.6
SA Steers Thayer Gate CDO Trust Series 2006-5 19.6
SA Steers Thayer Gate CDO Trust Series 2006-7 14.5
HF Wellington Management Legacy Securities PPIF Master Fund LP 4,027.1
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Asset-Backed Securities Portfolio 14.9
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Biotechnology Portfolio 46.5
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Blended Opportunistic Emerging Markets Debt Portfolio 930.9
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Capital Appreciation Portfolio 12.1
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Capital Spectrum Portfolio 0.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Children'S Medical Center Ultra Short Duration Portfolio 917.2
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Climate Strategy Portfolio 10.9
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Commodities Portfolio 874.6
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Contrarian Value Inflation Opportunities Portfolio 487.3
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond/Mortgage-Backed Securities Portfolio 0.1
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond Plus/High Yield Bond Portfolio 60.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond Plus/Mortgage-Backed Securities Portfolio 877.6
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond Plus Portfolio 464.9
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core Bond Portfolio 553.4
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Core High Yield Bond Portfolio 126.9
HF Wellington Trust Company NA Multiple Common Trust Funds Trust CTF Commodities - Liquidity and Production Weighted Portfolio 304.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Daily Enduring Assets Portfolio 135.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust DAS Plus Beta -10 YEAR Portfolio 0.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust DAS Plus Beta -20 YEAR Portfolio 0.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust DAS Plus Beta - Credit Plus 10 YEAR Portfolio 0.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust DAS Plus Beta - US Core Fixed Income Portfolio 93.8
HF Wellington Trust Company NA Multiple Common Trust Funds Trust DAS Plus Beta Variable Duration Portfolio 57.4
HF Wellington Trust Company NA Multiple Common Trust Funds Trust DAS Plus Beta - World Equity Portfolio 80.4
HF Wellington Trust Company NA Multiple Common Trust Funds Trust DAS Plus Diversified Beta Portfolio 99.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies - Absolute Return Portfolio 0.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies Master Portfolio 0.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies Plus Beta All-Country Non-US PF 216.3
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies Plus Beta - GLBL Ifl-Lnked Bond PF 111.4
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Alpha Strategies Plus Beta US Large Cap Equity PF 0.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Growth Portfolio 70.3
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Inflation Hedges II Portfolio 109.5
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Diversified Inflation Hedges Portfolio 1,285.8
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Durable Companies Portfolio 823.5
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Dynamic Growth Portfolio 173.4
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Companies Portfolio 476.1
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Local Debt Portfolio 1,704.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Local Inflation-Linked Debt Portfolio 142.7
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Debt II Portfolio 114.8
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Debt Portfolio 237.1
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Portfolio 664.4
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Small Cap Systematic Equity Portfolio 0.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Enduring Assets Portfolio 224.9
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Energy II Portfolio 280.2
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Energy Portfolio 237.8
Other Wellington Trust Company NA Multiple Common Trust Funds Trust European Disciplined Growth Portfolio 0.1
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Europe Small Cap Equity Portfolio 4.5
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Agriculture Portfolio 0.1
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Bond Opportunities - US Target Treasuries Portfolio 276.7
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Contrarian Equity Portfolio 201.7
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Growth Portfolio 229.8
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Impact Portfolio 94.3
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Managed Risk Core Portfolio 315.9
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Managed Risk Plus II Portfolio 1,062.4
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Managed Risk Plus Portfolio 37.2
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Managed Risk Portfolio 1,390.8
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Natural Resources Portfolio 23.4
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Opportunities Portfolio 361.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Perspectives Portfolio 449.9
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Precious Metals Portfolio 0.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Property Portfolio 4.3
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Quality Growth Portfolio 59.5
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Global Research Equity Portfolio 41.8
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Select Capital Appreciation Portfolio 983.6
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Total Return II Portfolio 2,025.3
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Global Total Return Portfolio 1,785.3
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Government Relative Value Portfolio 0.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Growth Portfolio 9.5
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Inflation-Protected Municipal Bond Portfolio 0.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Intermediate Bond Portfolio 115.1
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Contrarian Value Portfolio 733.9
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Growth Portfolio 35.6
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Opportunities Portfolio 668.4
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Quality Growth Portfolio 701.1
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Research Equity Portfolio 178.1
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Small Cap Opportunities Portfolio 411.4
Other Wellington Trust Company NA Multiple Common Trust Funds Trust International Small Cap Research Equity Portfolio 38.7
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Japan Special Situations II Portfolio 128.4
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Latin America Portfolio 13.4
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Market Neutral Emerging Markets Debt Portfolio 0.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Metals and Mining Portfolio 671.4
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Micro Cap Equity Portfolio 500.1
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Mid Cap Growth Portfolio 4.8
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Mid Cap Opportunities Portfolio 131.9
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Multi-Asset Total Return Solution Portfolio 220.3
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Commodities Portfolio 66.1
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Core Portfolio 49.5
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Emerging Markets Debt Portfolio 420.8
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Equity Portfolio 415.4
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Fixed Income Allocation Portfolio 5,129.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Growth Portfolio 72.4
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Inflation Sensitive Bond Portfolio 292.3
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Opportunistic Investment Allocation Portfolio 480.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Quality Value Portfolio 28.7
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Real Asset Portfolio 38.7
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Real Estate Securities Portfolio 8.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Real Total Return Portfolio 0.3
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Research Equity Portfolio 1,270.9
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Research Value Portfolio 0.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Risk Factor Opportunities Portfolio 3.9
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Energy Opportunities I Portfolio 71.7
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Energy Opportunities Portfolio 18.4
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Intrinsic Value Portfolio 13.6
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Leaders Portfolio 300.7
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Select Opportunistic Commodities II Portfolio 0.0
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Select Opportunistic Commodities Portfolio 331.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Select Opportunistic International Growth Portfolio 0.0
LF Wellington Trust Company NA Multiple Common Trust Funds Trust Short-Term Cash Portfolio 1,779.8
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Small Cap 2000 Portfolio 194.5
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Small Cap Opportunities Portfolio 79.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Small Cap Value Portfolio 162.5
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Smaller Companies Portfolio 18.4
Other Wellington Trust Company NA Multiple Common Trust Funds Trust SMID Cap Research Equity Portfolio 214.5
Other Wellington Trust Company NA Multiple Common Trust Funds Trust SMID Cap Value Portfolio 111.7
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Special Equity Portfolio 2.9
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Strategic Real Asset Portfolio 192.7
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Technical Equity Portfolio 0.1
HF Wellington Trust Company NA Multiple Common Trust Funds Trust TIPS Plus Portfolio 228.2
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Treasury Inflation Protected Securities TIPS Portfolio 286.2
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Ultra Short Duration Portfolio 227.8
HF Wellington Trust Company NA Multiple Common Trust Funds Trust Unconstrained Core Fixed Income Portfolio 196.2
Other Wellington Trust Company NA Multiple Common Trust Funds Trust US Inflation Linked Portfolio 189.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Value Portfolio 9.7
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust DAS Plus Beta - 30 YEAR Portfolio 0.1
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Emerging Markets Systematic Equity Portfolio 242.4
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Global Agriculture Portfolio Liquidating Accou 1.5
HF Wellington Trust Company National Association Multiple Common Trust Funds Trust International Horizons 29.0
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Opportunistic Agriculture Portfolio 34.7
HF Wellington Trust Company National Association Multiple Common Trust Funds Trust Opportunistic FI Allocation II Portfolio 317.5
View All
Fund Directors # Filings # Firms 2011 - 2020
Wellington Management Company LLP 50 3
Neil Medugno 35 2
Gregory Konzal 31 2
Perry Traquina 20 2
Brendan Swords 20 2
Phillip Perelmuter 19 2
Alan Brody 3 2
WMP Management Inc 2 2
WMP Management LLC 2 2
Related Firms State AUM ($BB)
Wellington Management Company LLP
MA 1,182.0
Wellington Management International Limited
127.1
Wellington Alternative Investments LLC
MA 45.1
Wellington Management Japan PTE Ltd
25.8
Wellington Management Singapore PTE Ltd
20.8
Wellington Management Hong Kong Limited
12.4
Wellington Funds US LLC
MA 3.3
Wellington Shields Capital Management LLC
NY 0.9
Wellington Consulting Services Inc
VA 0.7
Wellington Shields & Co LLC
NY 0.3
Wellington-Altus USA Inc
0.0
Comparable Firms State AUM ($BB)
Pacific Investment Management Company LLC
CA 2,197.3
MetLife Investment Management LLC
NJ 461.0
Morgan Stanley Investment Management Inc
NY 299.6
Teachers Advisors LLC
NY 295.9
BlackRock Investment Management LLC
NJ 257.3
Barings LLC
NC 246.8
Allianz Global Investors US LLC
NY 126.2
Metropolitan West Asset Management LLC
CA 109.5
Fort Washington Investment Advisors Inc
OH 52.4
TCW Asset Management Company LLC
CA 42.6
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