Clients
Sanders Capital serves 101 clients, 43 of them pension and profit-sharing plans. The average client has about $1.21 billion with the firm.
- Investment companies1 clients15%
- Pooled investment vehicles23 clients17%
- Pension and profit-sharing plans43 clients34%
- Charitable organizations21 clients4%
- Sovereign wealth funds and foreign official institutions13 clients28%
- OtherState or municipal government entities, Insurance companies, Corporations and other businesses, Other2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $17,803,633,000 | 14.6% | $17.80B |
| Pooled investment vehicles | 23 | $20,512,589,000 | 16.8% | $891.9M |
| Pension and profit-sharing plans | 43 | $41,418,606,000 | 33.9% | $963.2M |
| Charitable organizations | 21 | $4,885,374,000 | 4.0% | $232.6M |
| State or municipal government entities | Not reported | $145,854,000 | 0.1% | — |
| Insurance companies | Not reported | $1,376,231,000 | 1.1% | — |
| Sovereign wealth funds and foreign official institutions | 13 | $34,663,241,000 | 28.4% | $2.67B |
| Corporations and other businesses | Not reported | $1,103,461,000 | 0.9% | — |
| Other | Not reported | $270,665,000 | 0.2% | — |
| Total | 101 | $122,179,654,000 | 100% | $1.21B |
- Clients
- 1
- Regulatory AUM
- $17,803,633,000
- Share
- 14.6%
- Avg. per client
- $17.80B
- Clients
- 23
- Regulatory AUM
- $20,512,589,000
- Share
- 16.8%
- Avg. per client
- $891.9M
- Clients
- 43
- Regulatory AUM
- $41,418,606,000
- Share
- 33.9%
- Avg. per client
- $963.2M
- Clients
- 21
- Regulatory AUM
- $4,885,374,000
- Share
- 4.0%
- Avg. per client
- $232.6M
- Clients
- Not reported
- Regulatory AUM
- $145,854,000
- Share
- 0.1%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $1,376,231,000
- Share
- 1.1%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $34,663,241,000
- Share
- 28.4%
- Avg. per client
- $2.67B
- Clients
- Not reported
- Regulatory AUM
- $1,103,461,000
- Share
- 0.9%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $270,665,000
- Share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 101
- Regulatory AUM
- $122,179,654,000
- Share
- 100%
- Avg. per client
- $1.21B
What it does
Sanders Capital provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.
Sanders Capital advises 3 private funds.
100.0% of assets ($122.18B across 110 accounts) are managed with discretion. 56% of clients are outside the U.S., and 28 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Exchange-traded equity securities
- 96%
- Securities issued by registered investment companies or business development companies
- 1%
- Cash and cash equivalents
- 4%
Custodians
Sanders Capital’s client accounts are held mainly at State Street Bank & Trust, with 41% of managed assets, and J.P. Morgan, with 20%. Sanders Capital has custody of $2.14B for 3 clients.
- State Street Bank & TrustState Street Bank & Trust · Boston, MA · $49.88B41%
- J.P. MorganJpmorgan Bank Australia · Sydney NSW · $24.36B20%
- Brown Brothers HarrimanBrown Brothers Harriman · New York, NY · $22.42B18%
- All other custodians$25.52B21%
Ownership and leadership
Lewis Sanders owns 25% to 50% of Sanders Capital.
- Owns 25% to 50% of Sanders Capital, LLC
Lewis Sanders
Control person · since August 2009
- Owns 10% to 25% of Sanders Capital, LLC
John Mahedy
Control person · since October 2009
- Owns 5% to 10% of Sanders Capital, LLC
Frank Speno
Control person · since January 2010
Leadership
- Michael BorgiaChief Financial Officer, Manager, Member
- James D'SidockyGeneral Counsel, Chief Compliance Officer, Manager, Member
- John MahedyCo-Chief Investment Officer, Member, Manager
- Lewis SandersCEO, Manager, Member
- Alex ShabshisDirector of Quantitative Research, Member, Manager
- Frank SpenoDirector of Marketing and Client Service, Member, Manager
Staff
- 26 employees
- 16 in advisory functions
- 1 state-registered rep
Reported holdings
Sanders Capital’s reported 13F holdings total $99.83B across 47 positions, and the ten largest make up 60.2% of it.
- $99.83B
- Reported 13F value
- 47
- Positions
- 60.2%
- In the 10 largest
- +18.9%
- Value vs. prior quarter
- Taiwan Semiconductor Manufac · Sponsored ADS12.5%
- Alphabet Inc. · Cap Stk CL C9.7%
- Amazon Com Inc.7.0%
- Meta Platforms Inc. · CL A6.1%
- Microsoft Corp.6.0%
- Nvidia Corporation4.5%
- Applied Matls Inc.4.4%
- Hca Healthcare Inc.3.4%
- Seagate Technology Hldngs PL3.4%
- Apple Inc.3.1%
Together, the ten largest are 60.2% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $99.83B is not its $122.18B in regulatory assets and does not represent any individual client's portfolio.
Fees
Sanders Capital is paid through a percentage of assets under management and performance-based fees.
Sanders Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Sanders Capital has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 777 S. Flagler Drive E. Tower, Suite No. 1100, West Palm BeachHQ
Registration details
- Legal name
- Sanders Capital, LLC
- Headquarters
- 777 S. Flagler Drive E. Tower, Suite No. 1100, West Palm Beach, FL 33401-5153
- Phone
- 212-291-7900
- Website
- www.sanderscapital.com
- SEC file
- 801-70661
- Structure
- New York LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Sanders Capital have?
Sanders Capital has 101 clients and manages $122.2 billion for them, as of July 2026. They include 43 pension and profit-sharing plans, 23 pooled investment vehicles and 21 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026
What services does Sanders Capital offer?
Sanders Capital provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Sanders Capital use?
Sanders Capital’s separately managed account assets are held at State Street Bank & Trust (Boston, MA), with $49,882,595,000, Jpmorgan Bank Australia (Sydney NSW), with $24,357,004,000 and Brown Brothers Harriman (New York, NY), with $22,422,049,000. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026
How many financial advisors does Sanders Capital have?
Sanders Capital has 1 investment adviser representatives registered with state securities authorities, out of 26 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sanders Capital invest in?
At the end of its last fiscal year, Sanders Capital’s separately managed accounts held 96% exchange-traded equities, 4% cash and equivalents and 1% registered funds (mutual funds, ETFs, BDCs). It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sanders Capital?
Sanders Capital’s direct owners are Lewis Sanders, John Mahedy and Frank Speno, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 22 July 2026
How does Sanders Capital get paid?
Sanders Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file