PUTNAM INVESTMENT MANAGEMENT, LLC
CRD #106629 SEC #801-7974 BOSTON, MA 617-292-1000
SEC Registered Disclosures
Total AUM
$117.2B
Discretionary
$110.6B
Employees
139
Clients
--
Accounts
16,432
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $117.2B | $110.6B | $6.7B | 139 | 0 |
| Jan 2025 | $85.2B | $85.2B | $0 | 197 | 24 |
| Dec 2024 | $85.2B | $85.2B | $0 | 197 | 24 |
| Sep 2024 | $97.9B | $97.9B | $0 | 330 | 14 |
| Sep 2024 | $97.9B | $97.9B | $0 | 330 | 14 |
| Mar 2024 | $97.9B | $97.9B | $0 | 330 | 14 |
| Jan 2024 | $91.2B | $91.2B | $0 | 319 | 10 |
| Jun 2023 | $91.2B | $91.2B | $0 | 319 | 10 |
| Apr 2023 | $91.2B | $91.2B | $0 | 319 | 10 |
| Mar 2023 | $91.2B | $91.2B | $0 | 319 | 10 |
| Feb 2023 | $115.6B | $115.6B | $0 | 316 | 9 |
| Sep 2022 | $115.6B | $115.6B | $0 | 316 | 9 |
| Mar 2022 | $115.6B | $115.6B | $0 | 316 | 9 |
| Mar 2022 | $115.6B | $115.6B | $0 | 316 | 9 |
| Jul 2021 | $112.3B | $112.3B | $0 | 302 | 5 |
| May 2021 | $112.3B | $112.3B | $0 | 302 | 5 |
| Mar 2021 | $112.3B | $112.3B | $0 | 302 | 5 |
| Oct 2020 | $103.5B | $103.5B | $0 | 301 | 2 |
| Oct 2020 | $103.5B | $103.5B | $0 | 301 | 2 |
| Mar 2020 | $103.5B | $103.5B | $0 | 301 | 2 |
| Oct 2019 | $88.6B | $88.6B | $0 | 303 | 0 |
| Aug 2019 | $88.6B | $88.6B | $0 | 303 | 0 |
| Apr 2019 | $88.6B | $88.6B | $0 | 303 | 0 |
| Mar 2019 | $88.6B | $88.6B | $0 | 303 | 0 |
| Sep 2018 | $91.7B | $91.7B | $0 | 272 | 0 |
| Sep 2018 | $91.7B | $91.7B | $0 | 272 | 0 |
| Jun 2018 | $91.7B | $91.7B | $0 | 272 | 0 |
| Mar 2018 | $91.7B | $91.7B | $0 | 272 | 0 |
| Jan 2018 | $85.5B | $85.5B | $0 | 275 | 0 |
| Jun 2017 | $85.5B | $85.5B | $0 | 275 | 101 |
| Mar 2017 | $85.5B | $85.5B | $0 | 275 | 101 |
| Nov 2016 | $98.3B | $98.3B | $0 | 303 | 101 |
| Mar 2016 | $98.3B | $98.3B | $0 | 303 | 101 |
| Feb 2016 | $99B | $99B | $0 | 263 | 101 |
| Mar 2015 | $99B | $99B | $0 | 263 | 101 |
| Mar 2015 | $99B | $99B | $0 | 263 | 101 |
| Mar 2014 | $89.3B | $89.3B | $0 | 259 | 101 |
| Oct 2013 | $74.2B | $74.2B | $0 | 253 | 101 |
| Oct 2013 | $74.2B | $74.2B | $0 | 253 | 101 |
| Sep 2013 | $74.2B | $74.2B | $0 | 253 | 101 |
| Jul 2013 | $74.2B | $74.2B | $0 | 253 | 101 |
| Mar 2013 | $74.2B | $74.2B | $0 | 253 | 101 |
| Apr 2012 | $71.1B | $71.1B | $0 | 251 | 101 |
| Mar 2012 | $71.1B | $71.1B | $0 | 251 | 101 |
| Mar 2011 | $67.7B | $67.7B | $0 | 251 | -- |
| Mar 2010 | $66.5B | $66.5B | $0 | 251 | -- |
| Apr 2009 | $57.4B | $57.4B | $0 | 251 | -- |
| Mar 2009 | $57.4B | $57.4B | $0 | 251 | -- |
| Mar 2009 | $115B | $115B | $0 | 251 | -- |
| Jan 2008 | $127B | $127B | $0 | 251 | -- |
| Nov 2007 | $127B | $127B | $0 | 251 | -- |
| Oct 2007 | $127B | $127B | $0 | 251 | -- |
| Aug 2007 | $127B | $127B | $0 | 251 | -- |
| Mar 2007 | $127B | $127B | $0 | 251 | -- |
| Jan 2007 | $129B | $129B | $0 | 251 | -- |
| Sep 2005 | $146B | $146B | $0 | 501 | -- |
| Feb 2005 | $166B | $166B | $0 | 501 | -- |
| Jan 2005 | $166B | $166B | $0 | 501 | -- |
| Aug 2004 | $166B | $166B | $0 | 501 | -- |
| Jul 2004 | $166B | $166B | $0 | 501 | -- |
| Apr 2004 | $166B | $166B | $0 | 501 | -- |
| Mar 2004 | $166B | $166B | $0 | 501 | -- |
| Nov 2003 | $170B | $170B | $0 | 501 | -- |
| Nov 2003 | $170B | $170B | $0 | 501 | -- |
| Oct 2003 | $170B | $170B | $0 | 501 | -- |
| Mar 2002 | $220B | $220B | $0 | 501 | -- |
| Aug 2001 | $277B | $277B | $0 | 501 | -- |
| Aug 2001 | $277B | $277B | $0 | 501 | -- |
DateDec 2025
Total AUM$117.2B
Discretionary$110.6B
Non-Disc.$6.7B
Employees139
Clients0
DateJan 2025
Total AUM$85.2B
Discretionary$85.2B
Non-Disc.$0
Employees197
Clients24
DateDec 2024
Total AUM$85.2B
Discretionary$85.2B
Non-Disc.$0
Employees197
Clients24
DateSep 2024
Total AUM$97.9B
Discretionary$97.9B
Non-Disc.$0
Employees330
Clients14
DateSep 2024
Total AUM$97.9B
Discretionary$97.9B
Non-Disc.$0
Employees330
Clients14
DateMar 2024
Total AUM$97.9B
Discretionary$97.9B
Non-Disc.$0
Employees330
Clients14
DateJan 2024
Total AUM$91.2B
Discretionary$91.2B
Non-Disc.$0
Employees319
Clients10
DateJun 2023
Total AUM$91.2B
Discretionary$91.2B
Non-Disc.$0
Employees319
Clients10
DateApr 2023
Total AUM$91.2B
Discretionary$91.2B
Non-Disc.$0
Employees319
Clients10
DateMar 2023
Total AUM$91.2B
Discretionary$91.2B
Non-Disc.$0
Employees319
Clients10
DateFeb 2023
Total AUM$115.6B
Discretionary$115.6B
Non-Disc.$0
Employees316
Clients9
DateSep 2022
Total AUM$115.6B
Discretionary$115.6B
Non-Disc.$0
Employees316
Clients9
DateMar 2022
Total AUM$115.6B
Discretionary$115.6B
Non-Disc.$0
Employees316
Clients9
DateMar 2022
Total AUM$115.6B
Discretionary$115.6B
Non-Disc.$0
Employees316
Clients9
DateJul 2021
Total AUM$112.3B
Discretionary$112.3B
Non-Disc.$0
Employees302
Clients5
DateMay 2021
Total AUM$112.3B
Discretionary$112.3B
Non-Disc.$0
Employees302
Clients5
DateMar 2021
Total AUM$112.3B
Discretionary$112.3B
Non-Disc.$0
Employees302
Clients5
DateOct 2020
Total AUM$103.5B
Discretionary$103.5B
Non-Disc.$0
Employees301
Clients2
DateOct 2020
Total AUM$103.5B
Discretionary$103.5B
Non-Disc.$0
Employees301
Clients2
DateMar 2020
Total AUM$103.5B
Discretionary$103.5B
Non-Disc.$0
Employees301
Clients2
DateOct 2019
Total AUM$88.6B
Discretionary$88.6B
Non-Disc.$0
Employees303
Clients0
DateAug 2019
Total AUM$88.6B
Discretionary$88.6B
Non-Disc.$0
Employees303
Clients0
DateApr 2019
Total AUM$88.6B
Discretionary$88.6B
Non-Disc.$0
Employees303
Clients0
DateMar 2019
Total AUM$88.6B
Discretionary$88.6B
Non-Disc.$0
Employees303
Clients0
DateSep 2018
Total AUM$91.7B
Discretionary$91.7B
Non-Disc.$0
Employees272
Clients0
DateSep 2018
Total AUM$91.7B
Discretionary$91.7B
Non-Disc.$0
Employees272
Clients0
DateJun 2018
Total AUM$91.7B
Discretionary$91.7B
Non-Disc.$0
Employees272
Clients0
DateMar 2018
Total AUM$91.7B
Discretionary$91.7B
Non-Disc.$0
Employees272
Clients0
DateJan 2018
Total AUM$85.5B
Discretionary$85.5B
Non-Disc.$0
Employees275
Clients0
DateJun 2017
Total AUM$85.5B
Discretionary$85.5B
Non-Disc.$0
Employees275
Clients101
DateMar 2017
Total AUM$85.5B
Discretionary$85.5B
Non-Disc.$0
Employees275
Clients101
DateNov 2016
Total AUM$98.3B
Discretionary$98.3B
Non-Disc.$0
Employees303
Clients101
DateMar 2016
Total AUM$98.3B
Discretionary$98.3B
Non-Disc.$0
Employees303
Clients101
DateFeb 2016
Total AUM$99B
Discretionary$99B
Non-Disc.$0
Employees263
Clients101
DateMar 2015
Total AUM$99B
Discretionary$99B
Non-Disc.$0
Employees263
Clients101
DateMar 2015
Total AUM$99B
Discretionary$99B
Non-Disc.$0
Employees263
Clients101
DateMar 2014
Total AUM$89.3B
Discretionary$89.3B
Non-Disc.$0
Employees259
Clients101
DateOct 2013
Total AUM$74.2B
Discretionary$74.2B
Non-Disc.$0
Employees253
Clients101
DateOct 2013
Total AUM$74.2B
Discretionary$74.2B
Non-Disc.$0
Employees253
Clients101
DateSep 2013
Total AUM$74.2B
Discretionary$74.2B
Non-Disc.$0
Employees253
Clients101
DateJul 2013
Total AUM$74.2B
Discretionary$74.2B
Non-Disc.$0
Employees253
Clients101
DateMar 2013
Total AUM$74.2B
Discretionary$74.2B
Non-Disc.$0
Employees253
Clients101
DateApr 2012
Total AUM$71.1B
Discretionary$71.1B
Non-Disc.$0
Employees251
Clients101
DateMar 2012
Total AUM$71.1B
Discretionary$71.1B
Non-Disc.$0
Employees251
Clients101
DateMar 2011
Total AUM$67.7B
Discretionary$67.7B
Non-Disc.$0
Employees251
Clients--
DateMar 2010
Total AUM$66.5B
Discretionary$66.5B
Non-Disc.$0
Employees251
Clients--
DateApr 2009
Total AUM$57.4B
Discretionary$57.4B
Non-Disc.$0
Employees251
Clients--
DateMar 2009
Total AUM$57.4B
Discretionary$57.4B
Non-Disc.$0
Employees251
Clients--
DateMar 2009
Total AUM$115B
Discretionary$115B
Non-Disc.$0
Employees251
Clients--
DateJan 2008
Total AUM$127B
Discretionary$127B
Non-Disc.$0
Employees251
Clients--
DateNov 2007
Total AUM$127B
Discretionary$127B
Non-Disc.$0
Employees251
Clients--
DateOct 2007
Total AUM$127B
Discretionary$127B
Non-Disc.$0
Employees251
Clients--
DateAug 2007
Total AUM$127B
Discretionary$127B
Non-Disc.$0
Employees251
Clients--
DateMar 2007
Total AUM$127B
Discretionary$127B
Non-Disc.$0
Employees251
Clients--
DateJan 2007
Total AUM$129B
Discretionary$129B
Non-Disc.$0
Employees251
Clients--
DateSep 2005
Total AUM$146B
Discretionary$146B
Non-Disc.$0
Employees501
Clients--
DateFeb 2005
Total AUM$166B
Discretionary$166B
Non-Disc.$0
Employees501
Clients--
DateJan 2005
Total AUM$166B
Discretionary$166B
Non-Disc.$0
Employees501
Clients--
DateAug 2004
Total AUM$166B
Discretionary$166B
Non-Disc.$0
Employees501
Clients--
DateJul 2004
Total AUM$166B
Discretionary$166B
Non-Disc.$0
Employees501
Clients--
DateApr 2004
Total AUM$166B
Discretionary$166B
Non-Disc.$0
Employees501
Clients--
DateMar 2004
Total AUM$166B
Discretionary$166B
Non-Disc.$0
Employees501
Clients--
DateNov 2003
Total AUM$170B
Discretionary$170B
Non-Disc.$0
Employees501
Clients--
DateNov 2003
Total AUM$170B
Discretionary$170B
Non-Disc.$0
Employees501
Clients--
DateOct 2003
Total AUM$170B
Discretionary$170B
Non-Disc.$0
Employees501
Clients--
DateMar 2002
Total AUM$220B
Discretionary$220B
Non-Disc.$0
Employees501
Clients--
DateAug 2001
Total AUM$277B
Discretionary$277B
Non-Disc.$0
Employees501
Clients--
DateAug 2001
Total AUM$277B
Discretionary$277B
Non-Disc.$0
Employees501
Clients--