Highland Capital Management, LLC
Highland Capital Management, LLC is an SEC-registered investment adviser headquartered in Memphis, TN. Founded in 1987, it offers a range of investment products and services primarily to high net worth individuals, institutions, pension plans, charitable organizations, and corporations. As of its March 2025 SEC filing, the firm manages approximately $3.54 billion in assets and is known for its active portfolio management and diverse investment strategies. The employee count is typically around 50 to 100, serving clients across the U.S.
Investment Strategy
Highland Capital Management, LLC employs an active management approach, with diversified portfolios spanning equities, fixed income, and alternative investments. The firm focuses on achieving long-term risk-adjusted returns through disciplined fundamental and quantitative analysis, sector and security selection, and risk management. Its client base includes high net worth individuals, institutions, and retirement plans, with strategies tailored to both growth and income objectives.
Latest 13F Filing Activity
Highland Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 410 equity positions with a total 13F market value of $2.0T. The fund increased holdings in Microsoft Corp., Apple Inc., Broadcom Inc. among other positions. Highland Capital Management, LLC reduced exposure to Clearsign Combustion Corp., Iqiyi Inc., Standard Lithium LTD among others.
Top Holdings
Equity Positions (410)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.52% | $150.91B | 291,361 | $517.95 | $517.95 | +$150.91B |
A AAPL | APPLE INC | 5.05% | $101.30B | 397,834 | $254.63 | $254.63 | +$101.30B |
A AVGO | BROADCOM INC | 3.90% | $78.31B | 237,380 | $329.91 | $329.91 | +$78.31B |
N NVDA | NVIDIA CORP | 3.33% | $66.91B | 358,613 | $186.58 | $186.58 | +$66.91B |
I IVV | CORE S&P 500 | 3.08% | $61.91B | 92,498 | $669.30 | $669.30 | +$61.91B |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | President and Managing Director | Memphis, TN , United States |