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| Happy Holidays!! thanks for using AUM13F!! |
| Wellington Management Company LLP
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| CRD # | 106595 |
| SEC # | 801-15908 |
| CIK # | 0000902219, 0001633863, 0001633867 |
| AUM | $1,305.7 B (2025-03-31) |
| Employees | 1,869 (26% Investors, 3% Brokers) |
| Phone | 617-951-5000 |
| Address | 280 Congress Street Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 26.5 | ||
| Nvidia Corp | 23.1 | ||
| Broadcom Inc | 15.9 | ||
| Apple Inc | 15.7 | ||
| Amazon Com Inc | 13.6 | ||
| Alphabet Inc | 11.6 | ||
| Lilly Eli & Co | 10.9 | ||
| Facebook Inc | 8.1 | ||
| UnitedHealth Group Inc | 7.6 | ||
| Mastercard Inc | 6.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 32 | 15.1 |
| (d) Investment companies | 223 | 618.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 422 | 263.5 |
| (g) Pension and profit sharing plans | 186 | 67.8 |
| (h) Charitable organizations | 72 | 11.6 |
| (i) State or municipal government entities | 96 | 64.2 |
| (j) Other investment advisers | 14 | 82.5 |
| (k) Insurance companies | 407 | 126.9 |
| (l) Sovereign wealth funds and foreign official institutions | 51 | 44.9 |
| (m) Corporations or other businesses not listed above | 36 | 10.9 |
| (n) Other | 1 | 0.4 |
| Total | 1,540 | 1,305.7 |
| By Discretionary | ||
| Discretionary | 1,495 | 1,216.6 |
| Non-Discretionary | 45 | 89.0 |
| Total | 1,540 | 1,305.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 316.6 | |
| United States Persons | 989.1 | |
| Total | 1,540 | 1,305.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Wellington Management Company LLP | 115 | ||
| Gregory Konzal | 62 | ||
| Neil Medugno | 50 | ||
| Brendan Swords | 30 | ||
| Perry Traquina | 30 | ||
| Phillip Perelmuter | 28 | ||
| Alan Brody | 4 | ||
| WMP Management Inc | 2 | ||
| WMP Management LLC | 2 | ||
| Wellington CLO Management LLC | 1 | ||
| Wellington Management CLO Advisors LLC | 1 | ||
| Wellington CLO GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000902219] | |
| 3 | [0000902219] | |
| 4 | [0000902219] | |
| SC 13D | [0000902219] | |
| SC 13G | [0000902219] | |
| 13F-NT | [0001633863] | |
| 13F-NT | [0001633867] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| JetPay Corp | |
| Wellington Management Group LLP |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wellington Management Company LLP
✚
|
MA | 1,305.7 |
|
Wellington Alternative Investments LLC
✚
|
MA | 58.7 |
|
Wellington Management Japan PTE Ltd
✚
|
17.9 | |
|
Wellington Management Hong Kong Limited
✚
|
11.8 | |
|
Wellington Funds US LLC
✚
|
MA | 5.0 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.3 |
|
Wellington Shields Capital Management LLC
✚
|
NY | 1.0 |
|
Wellington Shields & Co LLC
✚
|
NY | 0.5 |
|
Wellington-Altus USA Inc
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|
0.1 | |
|
Wellington Management Singapore PTE Ltd
✚
|
0.0 | |
|
Wellington Management Co LLP
✚
|
MA | 0.0 |
|
Wellington Management International Limited
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|
0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
T Rowe Price Associates Inc
✚
|
MD | 1,934.2 |
|
BlackRock Investment Management LLC
✚
|
NJ | 508.2 |
|
Franklin Advisers Inc
✚
|
CA | 467.0 |
|
Teachers Advisors LLC
✚
|
NY | 403.0 |
|
Western Asset Management Company LLC
✚
|
CA | 298.7 |
|
Nuveen Asset Management LLC
✚
|
IL | 259.9 |
|
Hightower Advisors LLC
✚
|
IL | 164.8 |
|
Victory Capital Management Inc
✚
|
TX | 152.3 |
|
Fort Washington Investment Advisors Inc
✚
|
OH | 84.9 |
|
Metropolitan West Asset Management LLC
✚
|
CA | 82.5 |