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| Wellington Management Company LLP
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| CRD # | 106595 |
| SEC # | 801-15908 |
| CIK # | 0001633867, 0000902219, 0001633863 |
| AUM | 1,428.05 B (2026-03-31) |
| Employees | 1,868 (27% Investors, 3% Brokers) |
| Phone | 617-951-5000 |
| Address | 280 Congress Street Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001633867 0000902219 0001633863 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 23.3 | ||
| Microsoft Corp | 19.5 | ||
| Apple Inc | 16.5 | ||
| Broadcom Inc | 15.4 | ||
| Alphabet Inc | 13.7 | ||
| Amazon Com Inc | 13.0 | ||
| Lilly Eli & Co | 12.3 | ||
| Merck & Co Inc | 10.1 | ||
| Facebook Inc | 6.7 | ||
| Mastercard Inc | 6.5 | ||
| Wells Fargo & Co/MN | 5.2 | ||
| Johnson & Johnson | 4.9 | ||
| Astrazeneca PLC | 4.6 | ||
| Sempra Energy | 4.5 | ||
| Alphabet Inc | 4.0 | ||
| Targa Resources Corp | 3.8 | ||
| Honeywell International Inc | 3.8 | ||
| Metropcs Communications Inc | 3.6 | ||
| BlackRock Inc | 3.5 | ||
| Netflix Inc | 3.4 | ||
| Tesla Motors Inc | 3.4 | ||
| Northrop Grumman Corp /DE/ | 3.4 | ||
| Health Care REIT Inc /DE/ | 3.4 | ||
| Home Depot Inc | 3.2 | ||
| Visa Inc | 3.1 | ||
| Nasdaq OMX Group Inc | 3.1 | ||
| Marsh & McLennan Companies Inc | 3.0 | ||
| Dominion Resources Inc /VA/ | 2.9 | ||
| Danaher Corp /DE/ | 2.8 | ||
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| 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 |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $775.2B |
| Clients | 52 (32 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300YHP12TEZNLCX41 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Wellington Management Group LLP | |
| JetPay Corp |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
JetPay Corp UBPS
Common Stock
|
2013-01-03 | Sell | 17,000 | $3.20 | 54,400 |
| Related Firms | State | AUM |
|---|---|---|
|
Wellington Management Company LLP
✚
|
MA | 1,428.05 B |
|
Wellington Alternative Investments LLC
✚
|
MA | 92.17 B |
|
Wellington Management Japan PTE Ltd
✚
|
17.75 B | |
|
Wellington Management Hong Kong Limited
✚
|
14.15 B | |
|
Wellington Funds US LLC
✚
|
MA | 5,408.1 M |
|
Wellington Consulting Services Inc
✚
|
VA | 1,689.3 M |
|
Wellington Shields Capital Management LLC
✚
|
NY | 1,173.4 M |
|
Wellington Shields & Co LLC
✚
|
NY | 546.0 M |
|
Wellington-Altus USA Inc
✚
|
146.2 M | |
|
Wellington Management Singapore PTE Ltd
✚
|
||
|
Wellington Management Co LLP
✚
|
MA | |
|
Wellington Management International Limited
✚
|
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|---|---|---|
|
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|
MD | 2,196.45 B |
|
BlackRock Investment Management LLC
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|
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|
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|
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|
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|
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|
Janus Henderson Investors US LLC
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|
CO | 380.43 B |
|
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|
TX | 282.71 B |
|
Nuveen Asset Management LLC
✚
|
IL | 280.48 B |
|
Hightower Advisors LLC
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|
IL | 198.58 B |
|
Western Asset Management Company LLC
✚
|
CA | 184.99 B |
|
Artisan Partners Limited Partnership
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|
WI | 183.62 B |