Sign in

Thompson Investment Management, Inc.

CIK:0001277279
Investment Adviser
$3B AUM
516 holdings
Madison, WI, United States
Founded:2003
18 employees
Latest filing:Sep 30, 2025

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.

Top Buys
G
GOOGLALPHABET INC CAP STK CL A
+$10.4M
W
WBDWARNER BROTHERS DISCOVERY
+$8.8M
S
SJMSMUCKER J M CO COM NEW
+$5.5M
K
KRNTKORNIT DIGITAL LTD SHS
+$4.8M
C
COOCOOPER COS INC COM NEW
+$3.7M
Top Sells
P
PARAPARAMOUNT GLOBLAL
-$9.2M
W
WBAWALGREENS BOOTS ALLIANCE INC
-$8.3M
S
SKXSKECHERS U S A INC CL A
-$4.1M
M
MODGTOPGOLF CALLAWAY BRANDS
-$2.9M
S
SCSSTEELCASE INC CL A
-$2.8M

Top Holdings

G
GOOGLALPHABET INC CAP STK CL A
+5.3%$39.9M
M
MSFTMICROSOFT CORP
+4.5%$33.9M
W
WBDWARNER BROTHERS DISCOVERY
+3.3%$24.7M
X
XOMEXXON MOBIL CORP COM
+2.3%$17.4M
C
CCITIGROUP INC COM NEW
+2.0%$14.9M

Equity Positions (487)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
G
GOOGL
ALPHABET INC CAP STK CL A5.33%$39.9M164,238$52.63$243.10+$10.4M
M
MSFT
MICROSOFT CORP4.52%$33.9M65,374$53.49$517.95+$448.9K
W
WBD
WARNER BROTHERS DISCOVERY3.29%$24.7M1,264,003$10.55$19.53+$8.8M
X
XOM
EXXON MOBIL CORP COM2.32%$17.4M154,143$89.82$112.75+$493.2K
C
C
CITIGROUP INC COM NEW1.98%$14.9M146,436$45.27$101.50+$1.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+9.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.4%
NATIONAL COMMERCIAL BANKS
+7.2%
SERVICES-BUSINESS SERVICES, NEC
+6.3%
PHARMACEUTICAL PREPARATIONS
+6.2%