{"url":"https://nivawealth.com/firms/sanders-capital-151480","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/151480","regulatoryAum":122179654000,"crd":"151480","secFileNumber":"801-70661","legalName":"Sanders Capital, LLC","displayName":"Sanders Capital","website":"http://www.sanderscapital.com","linkedinUrl":"https://www.linkedin.com/company/sanderscapital/","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"777 S. Flagler Drive E. 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Morgan","location":"Sydney NSW","smaAssets":24357004000},{"name":"Brown Brothers Harriman","shortName":"Brown Brothers Harriman","location":"New York, NY","smaAssets":22422049000}],"custodyNote":"Sanders Capital has custody of $2.14B for 3 clients.","otherCustodians":[],"leadership":[{"name":"Michael Borgia","title":"Chief Financial Officer, Manager, Member","crd":"1054864"},{"name":"James D'Sidocky","title":"General Counsel, Chief Compliance Officer, Manager, Member","crd":"5702071"},{"name":"John Mahedy","title":"Co-Chief Investment Officer, Member, Manager","crd":"1950966"},{"name":"Lewis Sanders","title":"CEO, Manager, Member","crd":"410202"},{"name":"Alex Shabshis","title":"Director of Quantitative Research, Member, Manager","crd":"5732393"},{"name":"Frank Speno","title":"Director of Marketing and Client Service, Member, Manager","crd":"1715714"}],"ownership":[{"label":"Lewis Sanders","detail":"Ceo, manager, member in the 25% to 50% ownership band and a control person, since August 2009."},{"label":"John Mahedy","detail":"Co-chief investment officer, member, manager in the 10% to 25% ownership band and a control person, since October 2009."},{"label":"Frank Speno","detail":"Director of marketing and client service, member, manager in the 5% to 10% ownership band and a control person, since January 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"777 S. 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Tower, Suite No. 1100","city":"West Palm Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-291-7900","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":96},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":3},"sources":{"adv1FilingDate":"22 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/151480/PDF/151480.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sanders Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sanders Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Sanders Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sanders Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sanders Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sanders Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sanders Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/sanders-capital-151480/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-10","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1508097/000117266126003204/0001172661-26-003204-index.html","totalValue":99830442199,"positionCount":47,"top10Share":0.6016998155057927,"top10":[{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":12488008494,"shares":26149064,"shareType":"SH","priorValue":9482908091,"priorShares":28060092},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":9707013537,"shares":27472939,"shareType":"SH","priorValue":8242372189,"priorShares":28733083},{"issuer":"AMAZON COM 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}