PROVIDENT TRUST COMPANY
CRD #110118 SEC #801-58213 WAUKESHA, WI 262-521-2300
SEC Registered
Total AUM
$6.6B
Discretionary
$6.6B
Employees
12
Clients
0
Accounts
1,069
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $6.6B | $6.6B | $191.1K | 12 | 0 |
| Mar 2025 | $6.6B | $6.6B | $191.1K | 12 | 0 |
| Mar 2024 | $5.7B | $5.7B | $181.8K | 12 | 0 |
| Mar 2023 | $4.8B | $4.8B | $156.8K | 13 | 0 |
| Mar 2022 | $6.5B | $6.5B | $184.2K | 13 | 0 |
| Jun 2021 | $4.7B | $4.7B | $1.1M | 13 | 0 |
| Mar 2021 | $4.7B | $4.7B | $1.1M | 13 | 0 |
| Mar 2021 | $4.7B | $4.7B | $1.1M | 12 | 0 |
| Jun 2020 | $4.3B | $4.3B | $834.4K | 13 | 0 |
| Mar 2020 | $4.3B | $4.3B | $834.4K | 13 | 0 |
| Mar 2019 | $3B | $3B | $542.2K | 13 | 0 |
| Mar 2018 | $2.9B | $2.9B | $907.9K | 13 | 0 |
| Sep 2017 | $2.6B | $2.6B | $885.3K | 13 | 1,000 |
| Mar 2017 | $2.3B | $2.3B | $780K | 12 | 1,000 |
| Mar 2016 | $2.2B | $2.2B | $826.1K | 13 | 900 |
| Jun 2015 | $2.2B | $2.2B | $866.4K | 14 | 900 |
| Jun 2015 | $2.2B | $2.2B | $866.4K | 14 | 900 |
| Feb 2015 | $2.2B | $2.2B | $866.4K | 14 | 900 |
| Feb 2015 | $2.2B | $2.2B | $866.4K | 14 | 900 |
| Mar 2014 | $2.1B | $2.1B | $917.1K | 14 | 900 |
| Mar 2014 | $2.1B | $2.1B | $917.1K | 14 | 900 |
| Oct 2013 | $1.5B | $1.5B | $893.7K | 14 | 800 |
| Mar 2013 | $1.5B | $1.5B | $893.7K | 14 | 800 |
| Sep 2012 | $1.3B | $1.3B | $903.7K | 11 | 700 |
| Jun 2012 | $1.3B | $1.3B | $903.7K | 11 | 700 |
| Apr 2012 | $1.3B | $1.3B | $903.7K | 11 | 700 |
| Mar 2012 | $1.3B | $1.3B | $903.7K | 11 | 700 |
| Apr 2011 | $1.4B | $1.4B | $1M | -- | -- |
| Mar 2011 | $1.4B | $1.4B | $1M | -- | -- |
| Jan 2008 | $903.8M | $902.6M | $1.3M | -- | -- |
| Mar 2007 | $855M | $853.8M | $1.2M | 10 | -- |
| Mar 2006 | $784.5M | $783.2M | $1.2M | 10 | -- |
| Mar 2004 | $523.9M | $523.9M | $0 | 10 | -- |
| Mar 2002 | $365M | $365M | $0 | 10 | -- |
| Sep 2001 | $321.1M | $320M | $1M | 10 | -- |
DateJul 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$191.1K
Employees12
Clients0
DateMar 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$191.1K
Employees12
Clients0
DateMar 2024
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$181.8K
Employees12
Clients0
DateMar 2023
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$156.8K
Employees13
Clients0
DateMar 2022
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$184.2K
Employees13
Clients0
DateJun 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$1.1M
Employees13
Clients0
DateMar 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$1.1M
Employees13
Clients0
DateMar 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$1.1M
Employees12
Clients0
DateJun 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$834.4K
Employees13
Clients0
DateMar 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$834.4K
Employees13
Clients0
DateMar 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$542.2K
Employees13
Clients0
DateMar 2018
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$907.9K
Employees13
Clients0
DateSep 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$885.3K
Employees13
Clients1,000
DateMar 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$780K
Employees12
Clients1,000
DateMar 2016
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$826.1K
Employees13
Clients900
DateJun 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$866.4K
Employees14
Clients900
DateJun 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$866.4K
Employees14
Clients900
DateFeb 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$866.4K
Employees14
Clients900
DateFeb 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$866.4K
Employees14
Clients900
DateMar 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$917.1K
Employees14
Clients900
DateMar 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$917.1K
Employees14
Clients900
DateOct 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$893.7K
Employees14
Clients800
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$893.7K
Employees14
Clients800
DateSep 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$903.7K
Employees11
Clients700
DateJun 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$903.7K
Employees11
Clients700
DateApr 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$903.7K
Employees11
Clients700
DateMar 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$903.7K
Employees11
Clients700
DateApr 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1M
Employees--
Clients--
DateMar 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1M
Employees--
Clients--
DateJan 2008
Total AUM$903.8M
Discretionary$902.6M
Non-Disc.$1.3M
Employees--
Clients--
DateMar 2007
Total AUM$855M
Discretionary$853.8M
Non-Disc.$1.2M
Employees10
Clients--
DateMar 2006
Total AUM$784.5M
Discretionary$783.2M
Non-Disc.$1.2M
Employees10
Clients--
DateMar 2004
Total AUM$523.9M
Discretionary$523.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$321.1M
Discretionary$320M
Non-Disc.$1M
Employees10
Clients--