SourcingSourcing

VIKING GLOBAL INVESTORS LP

C26
CRD 132272·SEC 801-72433·STAMFORD, CT
AUM
$78.20B
$1B+
Est. Revenue
$782.0M
@ 1% on AUM
Est. EBITDA
$234.6M
@ 30% margin
Est. Deal Value
$1.88B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIKING GLOBAL INVESTORS LP
CRD
132272
SEC file #
801-72433
EIN
134055118
DBA names
—

Economics

AUM
$78.20B
AUM band
$1B+
AUM trajectory
'20'26
$34.74B → $78.20B▲ +125%
Client mix
Pooled Investment Vehicles21

Operations

Employees (total)
274
Advisory staff (per ADV)
77
Advisory staff (5-yr trend)
'20'26
50 advisors → 77 advisors▲ +54%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
vikingglobal.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HALVORSEN, OLE, ANDREAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
HALVORSEN, OLE, ANDREAS
BLOOM, MATTHEW, HALLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VIKINGGLOBAL.COM
Rdap Domain Creation Date
1999-04-22T04:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
684
Form 5500 Total Compensation
556,770
Form 5500 Compensation Trajectory 3y
2025556,770
20240
Form 5500 Plan Count Trajectory 3y
20253
20241
Schedule C Total Compensation
556,770
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001103804
Edgar Registered
Yes
Edgar Filing Count
600
Edgar First Filing Date
2000-02-14
Edgar Last Filing Date
2026-05-18
Edgar 13f Count
106
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001103804-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley38
Goldman Sachs36
Bny Mellon30
State Street24
Northern Trust18
Edgar Addresses
Mailing
600 WASHINGTON BLVD.FLOOR 11STAMFORD, CT 06901
Business
600 WASHINGTON BLVD.FLOOR 11STAMFORD, CT 06901
Edgar EIN
134055118
Edgar Recent Filings
SCHEDULE 13G2026-05-18 · 0000905148-26-002511
SCHEDULE 13G/A2026-05-15 · 0000905148-26-002437
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-04-22T04:00:00Z
Rdap Domain Last Changed
2024-04-22T05:06:38Z
Rdap Nameservers
Edns3.ultradns.bizEdns3.ultradns.comEdns3.ultradns.netEdns3.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2087763
Trust Company Affiliate
Yes

People (7)

7
HALVORSEN, OLE, ANDREAS
Direct Owner · 87.5%
2087763
BLOOM, MATTHEW, HALLE
Executive Officer · 2.5%
6274562
GERWIN, RACHEL, BETH
Executive Officer · 2.5%
5183313
KAUFMANN, BRIAN, SCOTT
Executive Officer · 2.5%
4673789
SHABET, ROSE, SHARON
Executive Officer · 2.5%
2931519
WALSH, JUSTIN, M.
Executive Officer · 2.5%
4691159
WHIPPLE, ELLIS, JACOBS
Executive Officer · 2.5%
3152458