other names
  • THOMPSON INVESTMENT MANAGEMENT, INC.
  • THOMPSON INVESTMENT MANAGEMENT, LLC

Adviser Profile

As of Date 03/27/2025
ADV Location MADISON, WI, United States
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 18 -5%
of those in investment advisory functions 6
Registration SEC, Approved, 12/05/2003
AUM* 2,659,813,000 10%
of that, discretionary 2,659,813,000 10%
Private Fund GAV* 0
Avg Account Size 3,015,661 -3%
% High Net Worth 30.15% 1%
SMA’s Yes
Private Funds 0
Contact Info 608 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

5B 4B 3B 3B 2B 1B 651M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker02079K305 Stock NameALPHABET INC CAP STK CL A $ Position$39,926,258 % Position5.00% $ Change35.00% # Change-2.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$33,860,336 % Position5.00% $ Change1.00% # Change-3.00%
Stck Ticker934423104 Stock NameWARNER BROTHERS DISCOVERY $ Position$24,685,979 % Position3.00% $ Change55.00% # Change-9.00%
Stck Ticker91324P102 Stock NameUNITEDHEALTH GROUP INC $ Position$12,179,745 % Position2.00% $ Change18.00% # Change6.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS $ Position$13,953,711 % Position2.00% $ Change-3.00% # Change-2.00%
Stck Ticker747525103 Stock NameQUALCOMM INC $ Position$13,602,936 % Position2.00% $ Change18.00% # Change13.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO COM $ Position$13,633,227 % Position2.00% $ Change4.00% # Change-4.00%
Stck Ticker037833100 Stock NameAPPLE INC COM $ Position$11,263,113 % Position2.00% $ Change24.00% # Change0.00%
Stck Ticker060505104 Stock NameBANK OF AMERICA $ Position$12,407,527 % Position2.00% $ Change6.00% # Change-3.00%
Stck Ticker172967424 Stock NameCITIGROUP INC COM NEW $ Position$14,847,890 % Position2.00% $ Change13.00% # Change-5.00%

Brochure Summary