F L PUTNAM INVESTMENT MANAGEMENT CO.
CRD #106223 SEC #801-21951 LYNNFIELD, MA 800-344-3435
SEC Registered Disclosures
Total AUM
$7.7B
Discretionary
$7.6B
Employees
134
Clients
--
Accounts
6,380
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $7.7B | $7.6B | $66.7M | 134 | 53 |
| Jul 2025 | $7.7B | $7.6B | $66.7M | 134 | 53 |
| Mar 2025 | $7.7B | $7.6B | $66.7M | 134 | 53 |
| Nov 2024 | $6.2B | $6.1B | $50.2M | 105 | 30 |
| Oct 2024 | $6.2B | $6.1B | $50.2M | 105 | 30 |
| Aug 2024 | $6.2B | $6.1B | $50.2M | 105 | 30 |
| Jul 2024 | $6.2B | $6.1B | $50.2M | 105 | 30 |
| Mar 2024 | $6.2B | $6.1B | $50.2M | 105 | 30 |
| Oct 2023 | $4.3B | $4.2B | $94.9M | 84 | 6 |
| Apr 2023 | $4.3B | $4.2B | $94.9M | 84 | 6 |
| Mar 2023 | $4.3B | $4.2B | $94.9M | 84 | 6 |
| Jun 2022 | $4.5B | $4.5B | $45.9M | 63 | 16 |
| Mar 2022 | $4.5B | $4.5B | $45.9M | 63 | 16 |
| Nov 2021 | $3.7B | $3.7B | $59M | 53 | 4 |
| May 2021 | $3.7B | $3.7B | $59M | 53 | 4 |
| Mar 2021 | $3.7B | $3.7B | $59M | 53 | 4 |
| Dec 2020 | $2.8B | $2.8B | $18.7M | 47 | 26 |
| Jul 2020 | $2.8B | $2.8B | $18.7M | 47 | 26 |
| Jun 2020 | $2.8B | $2.8B | $18.7M | 47 | 26 |
| May 2020 | $2.8B | $2.8B | $18.7M | 47 | 26 |
| Feb 2020 | $2.8B | $2.8B | $18.7M | 47 | 26 |
| Dec 2019 | $2.3B | $2.3B | $14.2M | 47 | 23 |
| Jun 2019 | $2.3B | $2.3B | $14.2M | 47 | 23 |
| Mar 2019 | $1.9B | $1.9B | $11.7M | 35 | 23 |
| Dec 2018 | $1.8B | $1.8B | $4.6M | 29 | 1 |
| Dec 2018 | $1.8B | $1.8B | $4.6M | 29 | 1 |
| Nov 2018 | $1.8B | $1.8B | $4.6M | 29 | 1 |
| Aug 2018 | $1.8B | $1.8B | $4.6M | 29 | 1 |
| Apr 2018 | $1.8B | $1.8B | $4.6M | 29 | 1 |
| Apr 2018 | $1.8B | $1.8B | $4.6M | 29 | 1 |
| Mar 2018 | $1.8B | $1.8B | $4.6M | 29 | 1 |
| Sep 2017 | $1.5B | $1.5B | $1.8M | 27 | 600 |
| Jun 2017 | $1.5B | $1.5B | $1.8M | 27 | 600 |
| Mar 2017 | $1.5B | $1.5B | $1.8M | 27 | 600 |
| Mar 2017 | $1.5B | $1.5B | $1.8M | 27 | 600 |
| Sep 2016 | $1.4B | $1.4B | $0 | 21 | 500 |
| Aug 2016 | $1.4B | $1.4B | $0 | 21 | 500 |
| Mar 2016 | $1.4B | $1.4B | $0 | 21 | 500 |
| Jan 2016 | $1.4B | $1.4B | $0 | 22 | 500 |
| Mar 2015 | $1.4B | $1.4B | $0 | 22 | 500 |
| Mar 2014 | $1.3B | $1.3B | $0 | 20 | 500 |
| Feb 2014 | $1.3B | $1.3B | $0 | 20 | 500 |
| Feb 2014 | $1.3B | $1.3B | $0 | 20 | 500 |
| Mar 2013 | $1.1B | $1.1B | $0 | 19 | 500 |
| Mar 2012 | $1B | $1B | $0 | 11 | 400 |
| Mar 2011 | $1B | $1B | $0 | -- | -- |
| Dec 2010 | $930M | $930M | $0 | -- | -- |
| Dec 2010 | $930M | $930M | $0 | -- | -- |
| Mar 2009 | $821.4M | $821.4M | $0 | -- | -- |
| Sep 2007 | $852.3M | $852.3M | $0 | -- | -- |
| Mar 2007 | $852.3M | $852.3M | $0 | -- | -- |
| Sep 2005 | $659.1M | $627.7M | $31.4M | -- | -- |
| Jan 2005 | $580.2M | $541.1M | $39.1M | -- | -- |
| May 2004 | $580.2M | $541.1M | $39.1M | -- | -- |
| Mar 2004 | $580.2M | $541.1M | $39.1M | -- | -- |
| Dec 2003 | $533.8M | $485.7M | $48.1M | -- | -- |
| Apr 2002 | $536.9M | $512.5M | $24.4M | -- | -- |
| Apr 2002 | $536.9M | $512.5M | $24.4M | -- | -- |
| Jun 2001 | $536.9M | $512.5M | $24.4M | -- | -- |
| Jun 2001 | $536.9M | $512.5M | $24.4M | -- | -- |
DateOct 2025
Total AUM$7.7B
Discretionary$7.6B
Non-Disc.$66.7M
Employees134
Clients53
DateJul 2025
Total AUM$7.7B
Discretionary$7.6B
Non-Disc.$66.7M
Employees134
Clients53
DateMar 2025
Total AUM$7.7B
Discretionary$7.6B
Non-Disc.$66.7M
Employees134
Clients53
DateNov 2024
Total AUM$6.2B
Discretionary$6.1B
Non-Disc.$50.2M
Employees105
Clients30
DateOct 2024
Total AUM$6.2B
Discretionary$6.1B
Non-Disc.$50.2M
Employees105
Clients30
DateAug 2024
Total AUM$6.2B
Discretionary$6.1B
Non-Disc.$50.2M
Employees105
Clients30
DateJul 2024
Total AUM$6.2B
Discretionary$6.1B
Non-Disc.$50.2M
Employees105
Clients30
DateMar 2024
Total AUM$6.2B
Discretionary$6.1B
Non-Disc.$50.2M
Employees105
Clients30
DateOct 2023
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$94.9M
Employees84
Clients6
DateApr 2023
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$94.9M
Employees84
Clients6
DateMar 2023
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$94.9M
Employees84
Clients6
DateJun 2022
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$45.9M
Employees63
Clients16
DateMar 2022
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$45.9M
Employees63
Clients16
DateNov 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$59M
Employees53
Clients4
DateMay 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$59M
Employees53
Clients4
DateMar 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$59M
Employees53
Clients4
DateDec 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$18.7M
Employees47
Clients26
DateJul 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$18.7M
Employees47
Clients26
DateJun 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$18.7M
Employees47
Clients26
DateMay 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$18.7M
Employees47
Clients26
DateFeb 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$18.7M
Employees47
Clients26
DateDec 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$14.2M
Employees47
Clients23
DateJun 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$14.2M
Employees47
Clients23
DateMar 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$11.7M
Employees35
Clients23
DateDec 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$4.6M
Employees29
Clients1
DateDec 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$4.6M
Employees29
Clients1
DateNov 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$4.6M
Employees29
Clients1
DateAug 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$4.6M
Employees29
Clients1
DateApr 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$4.6M
Employees29
Clients1
DateApr 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$4.6M
Employees29
Clients1
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$4.6M
Employees29
Clients1
DateSep 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.8M
Employees27
Clients600
DateJun 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.8M
Employees27
Clients600
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.8M
Employees27
Clients600
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.8M
Employees27
Clients600
DateSep 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients500
DateAug 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients500
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients500
DateJan 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees22
Clients500
DateMar 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees22
Clients500
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients500
DateFeb 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients500
DateFeb 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients500
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients500
DateMar 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients400
DateMar 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$930M
Discretionary$930M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$930M
Discretionary$930M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$821.4M
Discretionary$821.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$852.3M
Discretionary$852.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$852.3M
Discretionary$852.3M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$659.1M
Discretionary$627.7M
Non-Disc.$31.4M
Employees--
Clients--
DateJan 2005
Total AUM$580.2M
Discretionary$541.1M
Non-Disc.$39.1M
Employees--
Clients--
DateMay 2004
Total AUM$580.2M
Discretionary$541.1M
Non-Disc.$39.1M
Employees--
Clients--
DateMar 2004
Total AUM$580.2M
Discretionary$541.1M
Non-Disc.$39.1M
Employees--
Clients--
DateDec 2003
Total AUM$533.8M
Discretionary$485.7M
Non-Disc.$48.1M
Employees--
Clients--
DateApr 2002
Total AUM$536.9M
Discretionary$512.5M
Non-Disc.$24.4M
Employees--
Clients--
DateApr 2002
Total AUM$536.9M
Discretionary$512.5M
Non-Disc.$24.4M
Employees--
Clients--
DateJun 2001
Total AUM$536.9M
Discretionary$512.5M
Non-Disc.$24.4M
Employees--
Clients--
DateJun 2001
Total AUM$536.9M
Discretionary$512.5M
Non-Disc.$24.4M
Employees--
Clients--