William Blair & Company LLC

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Assets, Funds, Holdings

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William Blair & Company LLC
CRD #1252
SEC #801-688
CIK #0000012518, 0001644956
AUM $50.0 BB (2024-05-14)
Employees 440 (41% Investors, 91% Brokers)
Phone312-236-1600
Address150 North Riverside Plaza
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
705642281402001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 2.0
NVDA 399.6 1.6
TSM 437.4 1.5
GOOGL 1,475.1 1.4
AMZN 1,093.0 1.3
AAPL 2,382.8 0.8
MA 309.6 0.7
MELI 33.5 0.5
LIN 147.5 0.5
CG 11.9 0.5
View All
Holdings by Sector ($BB)
504030201002014201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE William Blair MB Investments LP - CXT 2022 Series [2023-01-11] 0.0 4.8
PE William Blair MB Investments LP - BRPE FIII 2022 Series [2022-09-26] 0.0 0.1
PE William Blair MB Investments LP - HC FII 2021 Series [2022-06-14] 0.0 7.5
PE William Blair MB Investments LP - HII 2022 Eries [2022-06-14] 0.0 6.3
PE William Blair MB Investments LP - ITYC 2022 Series [2022-04-11] 0.0 2.5
PE William Blair MB Investments LP - PCTI 2022 Series [2022-04-11] 0.0 6.8
PE William Blair MB Investments LP - TCP FIII 2022 Series [2022-04-11] 0.0 4.5
PE William Blair MB Investments LP - FICI 2022 Series [2022-03-07] 0.0 9.7
PE William Blair MB Investments LP - HV FIII 2021 Series [2022-02-09] 0.0 1.5
PE William Blair MB Investments LP - M13V FIII 2021 Series [2022-02-09] 0.0 6.1
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 22,553 5.0
(b) Individuals (high net worth individuals) 9,620 35.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 28 0.1
(g) Pension and profit sharing plans 94 0.2
(h) Charitable organizations 35 0.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 646 0.8
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1,255 7.0
(n) Other 303 0.9
Total 49,755 50.0
By Discretionary
Discretionary 42,072 46.2
Non-Discretionary 7,683 3.8
Total 49,755 50.0
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 49.7
Total 49,755 50.0
Form D Directors # Filings # Firms 2011 - 2024
John Moore 57
Richard Kiphart 15
Advanced Strategies LLC William Blair 25
Richard Smirl 25
Michelle Seitz 24
Arthur Simon 15
Robert Newman 13
Edgar Jannotta 4
James Wildman 21
General Partner William Blair Mb Investments GP LLC 21
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001644956]
SC 13G [0001644956]
Form 13D/13G Filer Form 13D/13G Subject Filed
William Blair Investment Management LLC Casella Waste Systems Inc [2024-02-12]
William Blair Investment Management LLC Encompass Health Corp [2024-02-12]
William Blair Investment Management LLC Alarmcom Holdings Inc [2024-02-12]
William Blair Investment Management LLC Adtran Holdings Inc [2024-02-12]
William Blair Investment Management LLC Twist Bioscience Corp [2024-02-12]
William Blair Investment Management LLC Vital Farms Inc [2024-02-12]
William Blair Investment Management LLC Clearwater Analytics Holdings Inc [2024-02-12]
William Blair Investment Management LLC Freshpet Inc [2024-02-12]
William Blair Investment Management LLC Lancaster Colony Corp [2024-02-12]
William Blair Investment Management LLC Varonis Systems Inc [2023-02-09]
View All
Related Firms State AUM ($BB)
William Blair Investment Management LLC
IL 67.2
William Blair & Company LLC
IL 50.0
Comparable Firms State AUM ($BB)
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CA 66.6
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CA 64.2
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BTG Pactual Asset Management US LLC
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Oppenheimer & Co Inc
NY 27.5
Rockefeller & Co LLC
NY 27.4
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