BUSEY WEALTH MANAGEMENT
Q4 2021 Form 13-F
URBANA, ILLINOIS
CIK 0001427202
· Institutional investment manager
$2.6B Reported Value Total
Reported value
$2.6B
Quarter over quarter
+8.9%
Holdings
362
Top-10 concentration
33.3%
Filing Structure
Reports holdings for
- Busey Wealth Management (not a 13F filer in our records) · Q4 2018 – Q1 2022 · declared by one filing
- Busey Trust Co (not a 13F filer in our records) · Q2 2018 – Q3 2018 · declared by one filing
- Mark Wisniewski (not a 13F filer in our records) · Q1 2017 – Q1 2018 · declared by one filing
- BUSEY TRUST COMPANY (not a 13F filer in our records) · Q4 2017 – Q4 2017 · declared by one filing
- Mark Wisniewski (not a 13F filer in our records) · File #028-10268 · Q2 2013 – Q4 2016 · declared by one filing
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Zachary Hillard
Chief Investment Officer
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | January 25, 2022 |
| Form | 13F-HR |
| Reported value | $2.6B |
| Positions | 362 |
| Change in reported value | +6.5% |
| New positions | 16 |
| Exited positions | 13 |
| Position turnover | 7.7% |
| Top-10 concentration | 33.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 26, 2026
|
387 | $4.2B |
|
Q2 2026 13F
Filed Aug 13, 2026
|
388 | $4.1B |
|
Q1 2026 13F
Filed Apr 28, 2026
|
372 | $3.7B |
|
Q4 2025 13F
Filed Jan 27, 2026
|
388 | $3.8B |
|
Q3 2025 13F
Filed Oct 15, 2025
|
377 | $3.6B |
|
Q2 2025 13F
Filed Jul 11, 2025
|
361 | $3.3B |
|
Q1 2025 13F
Filed May 15, 2025
|
349 | $3.0B |
|
Q4 2024 13F
Filed Jan 23, 2025
|
341 | $3.0B |
|
Q3 2024 13F
Filed Oct 23, 2024
|
344 | $3.1B |
|
Q2 2024 13F
Filed Jul 23, 2024
|
341 | $2.9B |
|
Q1 2024 13F
Filed Apr 23, 2024
|
353 | $2.8B |
|
Q4 2023 13F
Filed Jan 25, 2024
|
340 | $2.6B |
|
Q3 2023 13F
Filed Oct 23, 2023
|
308 | $2.3B |
|
Q2 2023 13F
Filed Jul 21, 2023
|
319 | $2.5B |
|
Q1 2023 13F
Filed Apr 25, 2023
|
318 | $2.4B |
|
Q4 2022 13F
Filed Jan 23, 2023
|
319 | $2.2B |
|
Q3 2022 13F
Filed Oct 24, 2022
|
308 | $2.0B |
|
Q2 2022 13F
Filed Aug 1, 2022
|
316 | $2.2B |
|
Q1 2022 13F
Filed Apr 21, 2022
|
348 | $2.5B |
|
Q4 2021 13F
Filed Jan 25, 2022
|
362 | $2.6B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $213.4M | 8.07% |
| 2 | MSFT MICROSOFT CORP | $161.9M | 6.12% |
| 3 | VCSH VANGUARD | $88.1M | 3.33% |
| 4 | GOOG ALPHABET INC | $80.9M | 3.06% |
| 5 | AMZN AMAZON COM INC | $78.6M | 2.97% |
| 6 | VCIT VANGUARD | $67.9M | 2.57% |
| 7 | SPY SPDR/SSGA FUNDS | $54.9M | 2.08% |
| 8 | TPYP TORTOISE | $46.7M | 1.77% |
| 9 | JNJ JOHNSON & JOHNSON | $44.9M | 1.7% |
| 10 | PEP PEPSICO INC | $41.7M | 1.58% |
| 11 | BRK-B BERKSHIRE HATHAWAY INC | $41.2M | 1.56% |
| 12 | META FACEBOOK INC | $39.5M | 1.49% |
| 13 | JPM JP MORGAN CHASE & CO | $39.2M | 1.48% |
| 14 | IWB BLACKROCK | $37.6M | 1.42% |
| 15 | PFE PFIZER INC | $37.5M | 1.42% |
| 16 | IVW BLACKROCK | $35.8M | 1.35% |
| 17 | PG PROCTER AND GAMBLE CO | $34.7M | 1.31% |
| 18 | MA MASTERCARD INCORPORATED | $32.8M | 1.24% |
| 19 | IWM BLACKROCK | $31.2M | 1.18% |
| 20 | LOW LOWES COS INC | $31.1M | 1.18% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.