You're signed outSign in or to get full access.
Thompson Investment Management, Inc.
Thompson Investment Management, Inc. is an independent investment adviser headquartered in Madison, Wisconsin. Founded in 2003, the firm manages portfolios for individuals, businesses, and foundations, developing long-term financial plans and constructing custom portfolios tailored to each client’s unique situation and goals. As of 2025, the firm manages approximately $2.7 billion in assets and employs 18 staff. Thompson serves a diverse client base, including high net worth individuals, charitable organizations, pension plans, and investment companies.
Investment Strategy
Thompson Investment Management, Inc. customizes portfolios for each client, focusing on long-term growth and risk management. The firm invests in a broad array of equities and fixed income instruments, balancing asset allocation to meet clients’ individual risk profiles and objectives. They emphasize building portfolios from the ground up, favoring high-quality businesses and using a disciplined approach toward security selection and portfolio diversification to achieve consistent investment performance.
Latest 13F Filing Activity
Thompson Investment Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 487 equity positions with a total 13F market value of $750M. The fund increased holdings in Alphabet Inc. Cap STK CL A, Warner Brothers Discovery, Smucker J M Co. Com New among other positions. Thompson Investment Management, Inc. reduced exposure to Paramount Globlal, Walgreens Boots Alliance Inc., Skechers U S A Inc. CL A among others.
Top Holdings
Equity Positions (487)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CAP STK CL A | 5.33% | $39.9M | 164,238 | $52.63 | $243.10 | +$10.4M | |
M MSFT | MICROSOFT CORP | 4.52% | $33.9M | 65,374 | $53.49 | $517.95 | +$448.9K |
W WBD | WARNER BROTHERS DISCOVERY | 3.29% | $24.7M | 1,264,003 | $10.55 | $19.53 | +$8.8M |
X XOM | EXXON MOBIL CORP COM | 2.32% | $17.4M | 154,143 | $89.82 | $112.75 | +$493.2K |
C C | CITIGROUP INC COM NEW | 1.98% | $14.9M | 146,436 | $45.27 | $101.50 | +$1.7M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more