Clark Capital Reports Nearly $14 Billion in Managed Assets for Q1 2025

The Philadelphia-based firm emphasizes consistency in portfolio strategy while reporting no external managers.

May 16, 2025

Strong First Quarter Shows Continued Oversight

Clark Capital Management Group is keeping pace in a market where every dollar counts. The firm just released its latest quarterly update, reporting $13.95 billion in managed assets as of March 31, 2025. That total reflects 425 separate equity positions, all managed directly by the firm.

Based in Philadelphia, Clark Capital submitted the disclosure—known as a Form 13F—to the SEC on May 15. The report shows no involvement from outside managers, which means these holdings fall entirely under the firm’s internal oversight. From a regulatory standpoint, this simplifies reporting. From a client perspective, it signals consistency in how assets are allocated and reviewed.

Compliance and Transparency

The filing process for large investment managers is deliberate and exacting, and this report is no exception. Conor Mullan, the firm’s Chief Compliance Officer and General Counsel, signed off on the details, confirming that the data is complete and accurate. No corrections or add-ons were made, and the document includes every equity holding as of the end of Q1.

Portfolio Breadth and Structure

These filings are more than a compliance exercise—they offer a window into the firm’s portfolio strategy and scale. Clark Capital's 425 reported positions point to a broad approach to asset management, covering a wide universe of public equities. The firm’s single-manager structure also adds a layer of clarity: there’s no blending of third-party reporting or split responsibilities.

The numbers show that Clark Capital continues to play a meaningful role in the institutional asset management space. The firm’s approach—clear lines of responsibility, a comprehensive portfolio, and consistent reporting—helps ensure transparency and discipline as markets evolve.