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Wellington Management Company LLP
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CRD # | 106595 |
SEC # | 801-15908 |
CIK # | 0000902219, 0001633867, 0001633863 |
AUM | $1,282.7 BB (2024-07-10) |
Employees | 2,021 (27% Investors, 3% Brokers) |
Phone | 617-951-5000 |
Address | 280 Congress Street Boston, MA 02210 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 24.1 | |
AAPL | 2,382.8 | 21.9 | |
NVDA | 399.6 | 17.2 | |
AMZN | 1,093.0 | 13.7 | |
UNH | 477.0 | 13.2 | |
GOOGL | 1,475.1 | 10.4 | |
LLY | 301.8 | 9.8 | |
MRK | 232.4 | 9.0 | |
JPM | 340.2 | 7.3 | |
DHR | 183.1 | 6.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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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 | 30 | 13.9 |
(d) Investment companies | 235 | 620.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 467 | 262.1 |
(g) Pension and profit sharing plans | 193 | 71.9 |
(h) Charitable organizations | 72 | 11.8 |
(i) State or municipal government entities | 95 | 59.2 |
(j) Other investment advisers | 13 | 81.4 |
(k) Insurance companies | 366 | 111.6 |
(l) Sovereign wealth funds and foreign official institutions | 48 | 39.5 |
(m) Corporations or other businesses not listed above | 39 | 10.8 |
(n) Other | 1 | 0.4 |
Total | 1,559 | 1,282.7 |
By Discretionary | ||
Discretionary | 1,511 | 1,193.3 |
Non-Discretionary | 48 | 89.4 |
Total | 1,559 | 1,282.7 |
By Non-United States Persons | ||
Non-United States Persons | 309.9 | |
United States Persons | 972.9 | |
Total | 1,559 | 1,282.7 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
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Wellington Management Company LLP | 112 | |||
Gregory Konzal | 61 | |||
Neil Medugno | 50 | |||
Perry Traquina | 30 | |||
Brendan Swords | 30 | |||
Phillip Perelmuter | 28 | |||
Alan Brody | 4 | |||
WMP Management Inc | 2 | |||
WMP Management LLC | 2 | |||
Wellington CLO Management LLC | 1 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
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 - 2024 |
---|---|
Wellington Management Group LLP | |
JetPay Corp |
Related Firms | State | AUM ($BB) |
---|---|---|
Wellington Management Company LLP
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|
MA | 1,282.7 |
Wellington Management International Limited
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|
101.3 | |
Wellington Alternative Investments LLC
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|
MA | 50.6 |
Wellington Management Japan PTE Ltd
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|
18.1 | |
Wellington Management Hong Kong Limited
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|
11.8 | |
Wellington Funds US LLC
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|
MA | 5.0 |
Wellington Consulting Services Inc
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|
VA | 1.2 |
Wellington Shields Capital Management LLC
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|
NY | 0.9 |
Wellington Shields & Co LLC
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|
NY | 0.4 |
Wellington-Altus USA Inc
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0.1 | |
Wellington Management Singapore PTE Ltd
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0.0 | |
Wellington Management Co LLP
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MA | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
T Rowe Price Associates Inc
✚
|
MD | 1,752.3 |
BlackRock Investment Management LLC
✚
|
NJ | 458.2 |
Teachers Advisors LLC
✚
|
NY | 368.6 |
Franklin Advisers Inc
✚
|
CA | 339.2 |
Western Asset Management Company LLC
✚
|
CA | 313.8 |
Nuveen Asset Management LLC
✚
|
IL | 239.6 |
Victory Capital Management Inc
✚
|
TX | 151.3 |
Hightower Advisors LLC
✚
|
IL | 130.2 |
Metropolitan West Asset Management LLC
✚
|
CA | 102.8 |
General Atlantic Service Company LP
✚
|
NY | 85.1 |