Wellington Management Company LLP

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Wellington Management Company LLP
CRD #106595
SEC #801-15908
CIK #0001633867, 0001633863, 0000902219
AUM $1,229.6 BB (89% Disc, 76% US, 2020-03-31)
Employees 1,699 (34% Investors, 4% Brokers)
Phone617-951-5000
Address280 Congress Street
Boston, MA 02210
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
17001360102068034001999200620132021
CIK Period
0001633867 0001633863 0000902219
/
Sector Form 13F Holdings Cap ($BB) Value ($BB)
Alibaba 355.3 0.0
Qiagen 7.8 0.0
PagSeguro 6.1 0.0
Johnson & Johnson 346.1 0.0
Medtronic 122.2 0.0
Coca Cola 201.6 0.0
McDonalds 136.9 0.0
UnitedHealth Group 239.7 0.0
Spotify 20.4 0.0
Shopify 13.6 0.0
Colgate Palmolive 51.6 0.0
PepsiCo 152.8 0.0
Chubb 59.5 0.0
Nike 117.7 0.0
Northrop Grumman 42.5 0.0
Union Pacific 101.8 0.0
Linde 87.1 0.0
Ecolab 42.6 0.0
Microsoft 747.7 0.0
Lockheed Martin 74.5 0.0
Baxter 35.0 0.0
Accenture 93.9 0.0
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Bank Loan Portfolio 2020-03-30 0.0
Other Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Small Cap Systematic Equity Portfolio 2019-12-09 0.0
Other Archipelago Strategies Cayman SPC 2019-03-29 0.0
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Emerging Markets Systematic Equity Portfolio 2019-03-29 242.4
HF Wellington Trust Company National Association Multiple Common Trust Funds Trust Opportunistic FI Allocation II Portfolio 2019-02-28 317.5
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Opportunistic Agriculture Portfolio 2018-03-29 34.7
HF Wellington Trust Company National Association Multiple Common Trust Funds Trust International Horizons 2017-11-29 29.0
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust DAS Plus Beta - 30 YEAR Portfolio 2017-03-30 0.1
Other Wellington Trust Company National Association Multiple Common Trust Funds Trust Global Agriculture Portfolio Liquidating Accou 2017-03-30 1.5
HF Pagosa Strategies Cayman SPC 2016-03-29 25.8
View All
Limited Partners2011 - 2021
Fresno County Employee Retirement Association
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 # Filings # Firms 2011 - 2021
Wellington Management Company LLP 64
Neil Medugno 48
Gregory Konzal 43
Perry Traquina 30
Brendan Swords 30
Phillip Perelmuter 28
Alan Brody 4
WMP Management Inc 2
WMP Management LLC 2
EDGAR Form CIK 2011 - 2021
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 Triton International Ltd [2020-11-10]
Wellington Management Group LLP Akebia Therapeutics Inc [2020-11-10]
Wellington Management Group LLP Chemocentryx Inc [2020-11-10]
Wellington Management Group LLP StepStone Group Inc [2020-11-10]
Wellington Management Group LLP LEVI Strauss & Co [2020-09-09]
Wellington Management Group LLP Nurix Therapeutics Inc [2020-08-10]
Wellington Management Group LLP Churchill Capital Corp III [2020-08-10]
Wellington Management Group LLP Nanostring Technologies Inc [2020-08-10]
Wellington Management Group LLP First Solar Inc [2020-07-09]
Wellington Management Group LLP Flex Ltd [2020-07-09]
View All
Form 3/4/5 Subject 2011-2021
Universal Business Payment Solutions Acquisition Corp
Related Firms State AUM ($BB)
Wellington Management Company LLP
MA 1,229.6
Wellington Management International Limited
121.9
Wellington Alternative Investments LLC
MA 46.5
Wellington Management Japan PTE Ltd
26.0
Wellington Management Singapore PTE Ltd
25.0
Wellington Management Hong Kong Limited
10.3
Wellington Funds US LLC
MA 3.1
Wellington Shields Capital Management LLC
NY 1.0
Wellington Consulting Services Inc
VA 0.9
Wellington Shields & Co LLC
NY 0.3
Wellington-Altus USA Inc
0.0
Comparable Firms State AUM ($BB)
T Rowe Price Associates Inc
MD 1,188.5
MetLife Investment Management LLC
NJ 501.1
Western Asset Management Company LLC
CA 397.8
Teachers Advisors LLC
NY 394.6
Morgan Stanley Investment Management Inc
NY 382.3
BlackRock Investment Management LLC
NJ 314.9
Allianz Global Investors US LLC
NY 139.8
Mackay Shields LLC
NY 132.9
Metropolitan West Asset Management LLC
CA 123.5
Fort Washington Investment Advisors Inc
OH 62.5
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