WINSLOW CAPITAL MANAGEMENT, LLC

HTTP://WWW.WINSLOWCAPITAL.COM MINNEAPOLIS, MN Investment Advisor How do I update this listing?

Also known as:

  • WINSLOW CAPITAL MANAGEMENT INC /MN

Winslow Capital Management is based out of Minneapolis. Winslow Capital Management is a large advisory firm with 641 clients and discretionary assets under management (AUM) of $17,465,562,725 (Form ADV from 2018-03-23). Their last reported 13F filing for Q3 2018 included $20,179,382,000 in managed 13F securities and a top 10 holdings concentration of 38.79%. Winslow Capital Management's largest holding is Amazon.com Inc. with shares held of 701,415. Winslow Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 122 13F filings, and 29 13G filings The firm last filed a Form D notice of exempt offering of securities on 2017-06-09. The notice included securities offered of Equity,Other

Subscription Required

Equal-WT
WhaleScore

?

66

S&P 500
WhaleScore

?

Subscription Required

Manager Weighted
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

09/30/2018

13F Sector Allocation Over Time

09/30/2018

13F Activity

  • Market Value $20.179 Billion
  • Prior Market Value $19.072 Billion
  • New Purchases8 stocks
  • Additional Purchases24 stocks
  • Sold out of4 stocks
  • Reduced holdings in49 stocks
  • Top 10 Holdings % 38.79 %
  • Turnover % [1]:12.24%
  • Turnover Alt % [2]: 12.78 %
  • Time Held Top20:7.80 quarters
  • Time Held Top10:7.80 quarters
  • Time Held All:11.89 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -11.47%
Performance Last 4 Quarters: 6.47%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR/A (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR/A (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR/A (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR/A (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR/A (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR/A (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR/A (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR/A (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR/A (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR/A (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR/A (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR/A (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR/A (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR/A (Subscription required)
  • 2005-12-31 - 13F-HR/A (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR/A (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR/A (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR/A (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR/A (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR/A (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR/A (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR/A (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR/A (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR/A (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR/A (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR/A (Subscription required)
  • 2003-03-31 - 13F-HR/A (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR/A (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR/A (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR/A (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR/A (Subscription required)
  • 2002-03-31 - 13F-HR/A (Subscription required)
  • 2001-12-31 - 13F-HR/A (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR/A (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR/A (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.
Optionally compare to:
Number of shares is NOT split-adjusted

View Last Form Adv Compilation Report on Record

WINSLOW CAPITAL MANAGEMENT LLC
Classified as Hedge Fund
4400 IDS CENTER 80 SOUTH EIGHTH STREET
MINNEAPOLIS MN    55402
Country: United States

Business Phone: 612-376-9100
Fax: 612-376-9111
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 38
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 2,701,320
Total Number of Clients: 641
Amount of client funds and securities by related persons: 408,627
Total Number of clients from related persons: 1
Disclosures: 11.D (2),11.D (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Non-derivative Insider Transactions Since 09/30/2018

Loading...

Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2017-06-09 D/A OTHER BANKING AND FINANCIAL SERVICES Equity,Other INDEFINITE 0 INDEFINITE
2016-06-09 D/A OTHER BANKING AND FINANCIAL SERVICES Equity,Other INDEFINITE 0 INDEFINITE
2015-03-11 D/A OTHER BANKING AND FINANCIAL SERVICES Equity,Other INDEFINITE 0 INDEFINITE
2013-07-08 D/A OTHER BANKING AND FINANCIAL SERVICES Equity,Other INDEFINITE 0 INDEFINITE
2013-07-08 D/A OTHER BANKING AND FINANCIAL SERVICES Equity,Other INDEFINITE 0 INDEFINITE
2012-07-12 D OTHER BANKING AND FINANCIAL SERVICES Equity,Other INDEFINITE 0 INDEFINITE
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
CLARK J. WINSLOW subscription required
    EXECUTIVE OFFICER
JEAN A. BAILLON subscription required
    EXECUTIVE OFFICER
JEFFREY D. WIENCKE subscription required
    EXECUTIVE OFFICER
JEFFREY D. WIENEKE subscription required
    EXECUTIVE OFFICER
JUSTIN H. KELLY subscription required
    EXECUTIVE OFFICER
MICHAEL S. PALMER subscription required
    EXECUTIVE OFFICER
N/A NUVEEN WCM HOLDINGS, LLC subscription required
    PROMOTER
R. BART WEAR subscription required
    EXECUTIVE OFFICER
ownership team - last updated 2017-09-14
Name Title Start Date Direct/Indirect % Ownership
CIERNIA, DEREK, MICHAEL CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WINSLOW CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL direct 2017-07-01
WIENEKE, JEFFREY, DEAN MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WINSLOW CAPITAL MANAGEMENT LLC MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER direct 2015-07-01
NUVEEN WCM HOLDINGS, LLC MANAGING MEMBER 06/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
WINSLOW CAPITAL MANAGEMENT INC MANAGING MEMBER direct 2012-06-01
PALMER, MICHAEL, SCOTT PRESIDENT 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
WINSLOW CAPITAL MANAGEMENT INC PRESIDENT direct 2010-08-01
HAWKINS, LAURA, JEAN MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER AND CHIEF RISK OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WINSLOW CAPITAL MANAGEMENT LLC MANAGING DIRECTOR, CHIEF ADMINISTRATIVE OFFICER AND CHIEF RISK OFFICER direct 2017-07-01
DISCIPLINED GROWTH INVESTORS INC CFO, COMPLIANCE OFFICER direct 2001-06-01 2005-01-27
DISCIPLINED GROWTH INVESTORS INC CFO, CHIEF COMPLIANCE OFFICER direct 2001-06-01 2008-01-17
WINSLOW CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-01-01 2015-03-19
WINSLOW CAPITAL MANAGEMENT LLC MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER/CHIEF RISK OFFICER direct 2009-01-01 2017-06-30
KELLY, JUSTIN, HOLLY CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER 03/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
WINSLOW CAPITAL MANAGEMENT INC SENIOR MANAGING DIRECTOR, PORTFOLIO MANAGER direct 2005-03-01
WINSLOW CAPITAL MANAGEMENT INC MANAGING DIRECTOR, PORTFOLIO MANAGER, DIRECTOR direct 2005-03-01
WINSLOW CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2005-03-01
WINSLOW CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2005-03-01
WINSLOW, CLARK, JOSEPH FOUNDER 06/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
WINSLOW CAPITAL MANAGEMENT LLC FOUNDER direct 1992-06-01
WINSLOW CAPITAL MANAGEMENT INC PRESIDENT, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER, DIRECTOR direct 1992-06-01 2003-04-10
WINSLOW CAPITAL MANAGEMENT INC CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER, DIRECTOR direct 1992-06-01 2008-10-30
WINSLOW CAPITAL MANAGEMENT INC CHIEF EXECUTIVE OFFICER, CHIEF INFORMATION OFFICER, PORTFOLIO MANAGER direct 1992-06-01 2009-01-09
WINSLOW CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 1992-06-01 2013-03-11
WINSLOW CAPITAL MANAGEMENT LLC CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER direct 1992-06-01 2016-03-24
WINSLOW CAPITAL MANAGEMENT LLC FOUNDER, PORTFOLIO MANAGER direct 1992-06-01 2016-08-01
NUVEEN HOLDINGS 1, INC. SHAREHOLDER NUVEEN HOLDINGS, INC. 01/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NUVEEN FUND ADVISORS, LLC SHAREHOLDER indirect 2017-01-01
WINSLOW CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2017-01-01
SYMPHONY ASSET MANAGEMENT LLC SHAREHOLDER indirect 2017-01-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC SHAREHOLDER indirect 2017-01-01
NUVEEN INVESTMENTS ADVISERS, LLC SHAREHOLDER indirect 2017-01-01
GRESHAM INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2017-01-01
SANTA BARBARA ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2017-01-01
NUVEEN ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2017-01-01
NUVEEN FINANCE, LLC SHAREHOLDER NUVEEN HOLDINGS 1, INC. 01/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NUVEEN FUND ADVISORS, LLC SHAREHOLDER indirect 2014-10-01
NUVEEN FUND ADVISORS, LLC SHAREHOLDER indirect 2014-10-01
NUVEEN FUND ADVISORS, LLC SHAREHOLDER indirect 2017-01-01
WINSLOW CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2014-10-01
WINSLOW CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2014-10-01
WINSLOW CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2017-01-01
TEACHERS ADVISORS, LLC SHAREHOLDER indirect 2016-10-01
SYMPHONY ASSET MANAGEMENT LLC SHAREHOLDER indirect 2014-10-01
SYMPHONY ASSET MANAGEMENT LLC SHAREHOLDER indirect 2014-10-01
SYMPHONY ASSET MANAGEMENT LLC SHAREHOLDER indirect 2017-01-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC SHAREHOLDER indirect 2014-10-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC SHAREHOLDER indirect 2014-10-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC SHAREHOLDER indirect 2017-01-01
NUVEEN INVESTMENTS ADVISERS INC. SHAREHOLDER indirect 2014-10-01
NUVEEN INVESTMENTS ADVISERS INC. SHAREHOLDER indirect 2014-10-01
NUVEEN INVESTMENTS ADVISERS, LLC SHAREHOLDER indirect 2017-01-01
GRESHAM INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2014-10-01
GRESHAM INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2017-01-01
SANTA BARBARA ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2014-10-01
SANTA BARBARA ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2014-10-01
SANTA BARBARA ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2017-01-01
TRADEWINDS GLOBAL INVESTORS, LLC SHAREHOLDER indirect 2014-10-01
TRADEWINDS GLOBAL INVESTORS, LLC SHAREHOLDER indirect 2014-10-01
NUVEEN ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2014-10-01
NUVEEN ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2014-10-01
NUVEEN ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2017-01-01
NUVEEN, LLC MEMBER NUVEEN FINANCE, LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NUVEEN FUND ADVISORS, LLC MEMBER indirect 2014-10-01
NUVEEN FUND ADVISORS, LLC MEMBER indirect 2014-10-01
NUVEEN FUND ADVISORS, LLC MEMBER indirect 2014-10-01
WINSLOW CAPITAL MANAGEMENT LLC MEMBER indirect 2014-10-01
WINSLOW CAPITAL MANAGEMENT LLC MEMBER indirect 2014-10-01
WINSLOW CAPITAL MANAGEMENT LLC MEMBER indirect 2014-10-01
WINSLOW CAPITAL MANAGEMENT LLC MEMBER indirect 2014-10-01
TEACHERS ADVISORS, LLC SHAREHOLDER indirect 2014-08-01
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 2014-12-01
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 2016-02-01
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 2016-02-01
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2014-12-01
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2014-12-01
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2016-02-01
SYMPHONY ASSET MANAGEMENT LLC MEMBER indirect 2014-10-01
SYMPHONY ASSET MANAGEMENT LLC MEMBER indirect 2014-10-01
SYMPHONY ASSET MANAGEMENT LLC MEMBER indirect 2014-10-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC MEMBER indirect 2014-10-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC MEMBER indirect 2014-10-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC MEMBER indirect 2014-10-01
NUVEEN INVESTMENTS ADVISERS, LLC MEMBER indirect 2014-10-01
NUVEEN INVESTMENTS ADVISERS, LLC MEMBER indirect 2014-10-01
NUVEEN INVESTMENTS ADVISERS INC. MEMBER indirect 2014-10-01
GRESHAM INVESTMENT MANAGEMENT LLC MEMBER indirect 2014-10-01
GRESHAM INVESTMENT MANAGEMENT LLC MEMBER indirect 2014-10-01
SANTA BARBARA ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01
SANTA BARBARA ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01
SANTA BARBARA ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01
TRADEWINDS GLOBAL INVESTORS, LLC MEMBER indirect 2014-10-01
TRADEWINDS GLOBAL INVESTORS, LLC MEMBER indirect 2014-10-01
NUVEEN ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01
NUVEEN ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01
NUVEEN ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 2014-12-01
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 2014-12-01
CHURCHILL ASSET MANAGEMENT LLC SHAREHOLDER indirect 2014-12-01
AGR PARTNERS LLC SHAREHOLDER indirect 2014-12-01
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA MEMBER NUVEEN, LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC SOLE OWNER OF APPLICANT direct 1990-09-01
TIAA-CREF TRUST COMPANY, FSB SHAREHOLDER indirect 1998-05-01
LOWE ENTERPRISES RESIDENTIAL ADVISORS, LLC MEMBER indirect 2001-12-01
TIAA ADVISORY SERVICES, LLC SOLE MEMBER indirect 2001-12-01
KASPICK & COMPANY, LLC SOLE OWNER indirect 2006-08-01
COVARIANCE CAPITAL MANAGEMENT, INC. SOLE OWNER indirect 2010-08-01
STONEPEAK PARTNERS LP SOLE MEMBER OF TIAA-STONEPEAK INVESTMENTS II, LLC indirect 2011-08-01
GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC SHAREHHOLDER indirect 2012-07-01
TEACHERS ADVISORS, LLC SHAREHOLDER indirect 2014-07-01
AGR PARTNERS LLC SHAREHOLDER indirect 2014-07-01
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2014-07-01
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 2014-07-01
CHURCHILL ASSET MANAGEMENT LLC SHAREHOLDER indirect 2014-07-01
WINSLOW CAPITAL MANAGEMENT LLC MEMBER indirect 2014-10-01
NUVEEN INVESTMENTS ADVISERS, LLC MEMBER indirect 2014-10-01
TRADEWINDS GLOBAL INVESTORS, LLC MEMBER indirect 2014-10-01
SANTA BARBARA ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01
NUVEEN FUND ADVISORS, LLC MEMBER indirect 2014-10-01
NUVEEN ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01
GRESHAM INVESTMENT MANAGEMENT LLC MEMBER indirect 2014-10-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC MEMBER indirect 2014-10-01
SYMPHONY ASSET MANAGEMENT LLC MEMBER indirect 2014-10-01
TIAA-CREF TUITION FINANCING, INC. SHAREHOLDER direct 2015-03-01
EVERBANK WEALTH MANAGEMENT, INC. 100% OWNER OF TIAA FSB HOLDINGS, INC. indirect 2017-06-01
TIAA ADVISORY SERVICES, LLC SHAREHOLDER indirect 2001-12-01 2003-04-10
TIAA-CREF TRUST COMPANY, FSB SHAREHOLDER indirect 1998-05-01 2005-02-01
LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC SHAREHOLDER indirect 2001-12-01 2006-03-31
TEACHERS ADVISORS INC. SHAREHOLDER indirect 1998-10-01 2008-10-02
TIAA-CREF INVESTMENT MANAGEMENT LLC DIRECT OWNER direct 1990-09-01 2011-09-12
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 1996-08-01 2011-09-12
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 1996-08-01 2011-09-12
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 1996-08-01 2012-02-29
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 1996-08-01 2012-03-27
GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC MEMBER indirect 2012-07-01 2013-04-01
TIAA-CREF TUITION FINANCING, INC. SHAREHOLDER indirect 1998-09-01 2013-04-02
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 1996-08-01 2013-04-19
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 1996-08-01 2013-11-20
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 1996-08-01 2014-03-28
GRESHAM INVESTMENT MANAGEMENT LLC MEMBER indirect 2014-10-01 2014-10-17
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 1996-08-01 2014-11-11
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 1996-08-01 2014-11-11
TIAA-CREF TUITION FINANCING, INC. SHAREHOLDER indirect 1998-09-01 2014-12-15
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 1996-08-01 2015-02-18
NWQ INVESTMENT MANAGEMENT COMPANY, LLC MEMBER indirect 2014-10-01 2015-03-16
NUVEEN INVESTMENTS ADVISERS INC. MEMBER indirect 2014-10-01 2015-03-18
NUVEEN FUND ADVISORS, LLC MEMBER indirect 2014-10-01 2015-03-20
GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC MEMBER indirect 2012-07-01 2015-03-30
SANTA BARBARA ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01 2015-03-30
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 2014-07-01 2015-03-31
GRESHAM INVESTMENT MANAGEMENT LLC MEMBER indirect 2014-10-01 2015-05-08
GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC MEMBER indirect 2012-07-01 2015-08-17
NUVEEN ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01 2015-09-25
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 2014-07-01 2015-10-13
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2014-07-01 2015-10-15
TIAA-CREF HOLDCO SUBSIDIARY, LLC SHAREHOLDER indirect 2014-07-01 2015-11-05
TRADEWINDS GLOBAL INVESTORS, LLC MEMBER indirect 2014-10-01 2015-12-07
SYMPHONY ASSET MANAGEMENT LLC MEMBER indirect 2014-10-01 2016-01-12
WINSLOW CAPITAL MANAGEMENT LLC MEMBER indirect 2014-10-01 2016-03-24
NWQ INVESTMENT MANAGEMENT COMPANY, LLC MEMBER indirect 2014-10-01 2016-06-20
NUVEEN ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01 2016-06-23
SANTA BARBARA ASSET MANAGEMENT, LLC MEMBER indirect 2014-10-01 2016-07-12
WINSLOW CAPITAL MANAGEMENT LLC MEMBER indirect 2014-10-01 2016-08-01
NUVEEN INVESTMENTS ADVISERS INC. MEMBER indirect 2014-10-01 2016-08-12
NUVEEN FUND ADVISORS, LLC MEMBER indirect 2014-10-01 2016-09-14
CHURCHILL ASSET MANAGEMENT LLC SHAREHOLDER indirect 2014-07-01 2016-10-28
AGR PARTNERS LLC SHAREHOLDER indirect 2014-07-01 2017-01-12
SYMPHONY ASSET MANAGEMENT LLC MEMBER indirect 2014-10-01 2017-01-17
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 2014-07-01 2017-01-20
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2014-07-01 2017-01-20
GRESHAM INVESTMENT MANAGEMENT LLC MEMBER indirect 2014-10-01 2017-01-31
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 2014-07-01 2017-04-20
TIAA BOARD OF OVERSEERS SHAREHOLDER TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
AGR PARTNERS LLC SHAREHOLDER indirect 1918-03-01
TEACHERS ADVISORS, LLC SHAREHOLDER indirect 1918-03-01
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 1918-03-01
CHURCHILL ASSET MANAGEMENT LLC SHAREHOLDER indirect 1918-03-01
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 1938-06-01
KASPICK & COMPANY, LLC SOLE SHAREHOLDER indirect 1938-06-01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC SOLE OWNER indirect 1990-09-01
LOWE ENTERPRISES RESIDENTIAL ADVISORS, LLC SHAREHOLDER indirect 1993-10-01
TIAA-CREF TRUST COMPANY, FSB SHAREHOLDER indirect 1998-05-01
TIAA-CREF TUITION FINANCING, INC. SHAREHOLDER indirect 1998-09-01
TIAA ADVISORY SERVICES, LLC SHAREHOLDER indirect 2001-12-01
COVARIANCE CAPITAL MANAGEMENT, INC. SHAREHOLDER indirect 2010-08-01
NUVEEN ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2014-10-01
SYMPHONY ASSET MANAGEMENT LLC SHAREHOLDER indirect 2014-10-01
NUVEEN INVESTMENTS ADVISERS, LLC SHAREHOLDER indirect 2014-10-01
NUVEEN FUND ADVISORS, LLC SHAREHOLDER indirect 2014-10-01
SANTA BARBARA ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2014-10-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC SHAREHOLDER indirect 2014-10-01
WINSLOW CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2014-10-01
GRESHAM INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2014-10-01
TRADEWINDS GLOBAL INVESTORS, LLC SHAREHOLDER indirect 2014-10-01
EVERBANK WEALTH MANAGEMENT, INC. 100% OWNER OF TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA indirect 2017-06-01
LOWE ENTERPRISE RESIDENTIAL ADVISORS SHAREHOLDER indirect 1993-10-01 2006-03-31
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 1993-10-01 2008-09-29
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 1993-10-01 2008-10-02
KASPICK & COMPANY, LLC SOLE SHAREHOLDER indirect 1998-05-01 2008-12-05
TIAA-CREF ALTERNATIVES ADVISORS, LLC SHAREHOLDER indirect 1938-06-01 2012-03-27
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 1938-06-01 2014-11-11
CHURCHILL ASSET MANAGEMENT LLC SHAREHOLDER indirect 1938-06-01 2016-10-28
AGR PARTNERS LLC SHAREHOLDER indirect 1938-06-01 2017-01-12
TIAA-CREF INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 1938-06-01 2017-01-20
TEACHERS ADVISORS, INC. SHAREHOLDER indirect 1938-06-01 2017-01-20
NUVEEN INVESTMENTS, INC. MANAGING MEMBER NUVEEN WCM HOLDINGS, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NUVEEN INSTITUTIONAL ADVISORY CORP STOCKHOLDER direct 1992-04-01
NUVEEN ADVISORY CORP STOCKHOLDER direct 1994-04-01
NUVEEN FUND ADVISORS, LLC MANAGING MEMBER direct 1997-01-01
RITTENHOUSE FINANCIAL SERVICES INC. STOCKHOLDER direct 1997-09-01
NUVEEN SENIOR LOAN ASSET MANAGEMENT INC. BENEFICIAL STOCKHOLDER direct 1999-09-01
SYMPHONY ASSET MANAGEMENT LLC MEMBER direct 2001-07-01
SYMPHONY ASSET MANAGEMENT LLC SHAREHOLDER indirect 2001-07-01
NETNET VENTURES LLC MEMBER indirect 2001-07-01
NETNET VENTURES LLC SHAREHOLDER OF NIH indirect 2001-07-01
NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC MANAGING MEMBER direct 2003-05-01
SANTA BARBARA ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2005-10-01
TRADEWINDS GLOBAL INVESTORS, LLC MANAGING MEMBER indirect 2006-02-01
NUVEEN ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2010-12-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC MANAGING MEMBER indirect 2011-09-01
GRESHAM INVESTMENT MANAGEMENT LLC MANAGING MEMBER direct 2011-12-01
WINSLOW CAPITAL MANAGEMENT INC MANAGING MEMBER indirect 2012-06-01
NUVEEN ADVISORY CORP BENEFICIAL STOCKHOLDER direct 1994-04-01 2002-10-25
INVESTMENT MANAGEMENT ACQUISITION COMPANY, LLC MANAGING MEMBER direct 2002-05-01 2005-04-18
NUVEEN GLOBAL ADVISORS, LLC MANAGING MEMBER direct 2005-12-01 2005-12-07
NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC STOCKHOLDER direct 2003-05-01 2007-11-21
NWQ INVESTMENT MANAGEMENT COMPANY, LLC MANAGING MEMBER indirect 2006-02-01 2010-10-22
NUVEEN ASSET MANAGEMENT, LLC STOCKHOLDER indirect 2010-12-01 2010-11-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC MANAGING MEMBER indirect 2006-02-01 2011-05-23
NUVEEN ASSET MANAGEMENT, LLC STOCKHOLDER indirect 2010-12-01 2011-11-22
WINSLOW CAPITAL MANAGEMENT INC STOCKHOLDER direct 2008-12-01 2012-03-20
NUVEEN ASSET MANAGEMENT, LLC STOCKHOLDER indirect 2010-12-01 2012-12-10
NUVEEN ASSET MANAGEMENT INC STOCKHOLDER direct 1997-01-01 2013-01-08
SYMPHONY ASSET MANAGEMENT LLC OWNER indirect 2001-07-01 2014-08-27
NUVEEN HOLDINGS, INC. SHAREHOLDER NUVEEN INVESTMENTS, INC. 11/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NUVEEN INVESTMENT SOLUTIONS, INC. OWNER indirect 2007-11-01
RITTENHOUSE ASSET MANAGEMENT, INC. OWNER indirect 2007-11-01
WINSLOW CAPITAL MANAGEMENT LLC OWNER indirect 2007-11-01
WINSLOW CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2007-11-01
SYMPHONY ASSET MANAGEMENT LLC OWNER indirect 2007-11-01
SYMPHONY ASSET MANAGEMENT LLC SHAREHOLDER indirect 2007-11-01
NUVEEN HYDEPARK GROUP, LLC OWNER indirect 2007-11-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01
NWQ INVESTMENT MANAGEMENT COMPANY, LLC SHAREHOLDER indirect 2007-11-01
NUVEEN INVESTMENTS ADVISERS INC. OWNER indirect 2007-11-01
NUVEEN INVESTMENTS ADVISERS INC. SHAREHOLDER indirect 2007-11-01
NUVEEN INVESTMENTS INSTITUTIONAL SERVICES GROUP LLC OWNER indirect 2007-11-01
GRESHAM INVESTMENT MANAGEMENT LLC OWNER indirect 2007-11-01
SANTA BARBARA ASSET MANAGEMENT, LLC OWNER indirect 2007-11-01
SANTA BARBARA ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2007-11-01
TRADEWINDS GLOBAL INVESTORS, LLC SHAREHOLDER indirect 2007-11-01
TRADEWINDS GLOBAL INVESTORS, LLC OWNER indirect 2007-11-01
TRADEWINDS GLOBAL INVESTORS, LLC OWNER indirect 2007-11-01
NUVEEN ASSET MANAGEMENT, LLC SHAREHOLDER indirect 2007-11-01
NUVEEN ASSET MANAGEMENT, LLC OWNER indirect 2010-12-01
NUVEEN FUND ADVISORS, INC. OWNER indirect 2007-11-01
NUVEEN FUND ADVISORS, LLC SHAREHOLDER indirect 2007-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
INTERNATIONAL FUND, LLC United States 805-5610948146 Hedge Fund 20,462,256 100,000
GROWTH CAPITAL FUND I, L.P. United States 805-6730539117 Venture Capital Fund 199,426,580 0

WhaleScore history for WINSLOW CAPITAL MANAGEMENT, LLC

You must have a subscription to view WhaleScore histories

Elevate your investments