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Segall Bryant & Hamill, LLC

CIK:0001006378
Asset Manager
$24B AUM
569 holdings
Chicago, IL, United States
Founded:1994
124 employees
Latest filing:Jun 30, 2025

Segall Bryant & Hamill, LLC (SBH) is an established investment firm headquartered in Chicago, Illinois, with additional offices in Denver, St. Louis, Ardmore (Philadelphia), Naples, and Cincinnati. Founded in 1994, SBH provides discretionary and non-discretionary investment management and advisory services in both domestic and international markets. Clients include institutions such as foundations, endowments, pension plans, and high-net-worth individuals. SBH reportedly has about 124 employees and is recognized as a wholly owned subsidiary of Corient Management LLC as of 2025.

Investment Strategy

SBH delivers a comprehensive suite of investment strategies across domestic and international equities, fixed income, and alternative investments. The firm adopts a research-driven approach with both traditional and private market strategies. Their portfolio management emphasizes risk-adjusted returns and long-term client needs. Strategies can be accessed via separately managed accounts, mutual funds, collective investment trusts, ETFs, wrap fee programs, and private investment funds. SBH’s philosophy integrates fundamental research, deep industry expertise, and active management, focusing on delivering durable, risk-adjusted performance for institutional and individual investors.

Top Buys
M
METAMETA PLATFORMS INC CL A
+$36.3M
M
MSFTMICROSOFT CORP
+$31.0M
P
PWRQUANTA SERVICES INC
+$23.5M
A
ATIATI INC
+$22.9M
M
MRVLMARVELL TECHNOLOGY INC
+$22.0M
Top Sells
U
UNHUNITEDHEALTH GROUP INCORPORATED
-$43.8M
B
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW
-$21.7M
A
AAPLAPPLE INC.
-$21.5M
A
AZEKAZEK CO INC CL A
-$21.4M
M
MCKMCKESSON CORPORATION
-$17.4M

Top Holdings

M
MSFTMICROSOFT CORP
+2.2%$153.5M
V
VMIVALMONT INDS INC COM
+1.4%$98.0M
A
AAPLAPPLE INC.
+1.4%$96.5M
A
AMZNAMAZON.COM INC.
+1.2%$83.9M
R
REVGREV GROUP INC
+1.2%$83.0M

Equity Positions (560)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP2.16%$153.5M308,556$300.64$497.41+$31.0M
V
VMI
VALMONT INDS INC COM1.38%$98.0M300,061$259.85$326.57+$12.4M
A
AAPL
APPLE INC.1.35%$96.5M470,176$186.40$205.17-$21.5M
A
AMZN
AMAZON.COM INC.1.18%$83.9M382,635$161.27$219.39+$19.9M
R
REVG
REV GROUP INC1.17%$83.0M1,744,785$15.39$47.59-$11.8M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+7.3%
STATE COMMERCIAL BANKS
+5.7%
SEMICONDUCTORS & RELATED DEVICES
+5.3%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+2.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.6%