Baillie Gifford Overseas Ltd
SEC-registered
Investment Adviser · Mega ($100B+)
CRD 110296
· SEC file 801-21051
· Edinburgh
· TWITTER.COM
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ADV data as of Jul 13, 2026
- Regulatory AUM
- $144B
- Discretionary
- $141B
- Clients
- 255
- Avg AUM / client
- $565M
- Accounts
- 255
- Employees
- 1,583
AUM over time
$65.7B
$285B
Mar 2012
Mar 2026
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Asset allocation (SMA assets by investment type)
as of Jul 13, 2026
Exchange-traded equities
$140B
97%
Cash & equivalents
$2.9B
2%
Non-exchange-traded equities
$1.4B
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 23 | $54.5B | 37.9% |
| Pooled investment vehicles (non-investment companies) | 76 | $20.3B | 14.1% |
| Pension and profit sharing plans | 59 | $24.8B | 17.2% |
| Charitable organizations | 15 | $1.3B | 0.87% |
| State or municipal government entities | 57 | $34.7B | 24.1% |
| Other investment advisers | 7 | $2.7B | 1.86% |
| Insurance companies | 2 | $345M | 0.24% |
| Sovereign wealth funds and foreign official institutions | 6 | $4.2B | 2.92% |
| Corporations and other businesses | 3 | $428M | 0.3% |
| Other | 7 | $789M | 0.55% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute Battelle Memorial Institute | Columbus, OH | 2024 |
| Retirement Security Plan National Rural Electric Cooperative Association | Arlington, VA | 2024 |
| Metlife 401(k) Plan Metlife Group, Inc. | 2024 | |
| Liberty Mutual 401(k) Plan Liberty Mutual Group Inc. | 2024 | |
| Jersey Shore State Bank Retirement Plan Jersey Shore State Bank | 2024 | |
| Gannett Retirement Plan Gannett Media Corp. | 2024 | |
| Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan Gabriel, Roeder, Smith & Company Holdings, Inc. | 2024 | |
| Firstenergy Corp. Master Pension Plan Firstenergy Corp. | 2024 | |
| Employees' Retirement Plan Of The National Education Association The National Education Association | 2024 | |
| Cox Enterprises, Inc. Pension Plan Cox Enterprises, Inc. | 2024 | |
| 3 M Employee Retirement Income Plan 3 M Company | 2024 |
People (63)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Telfer, Andrew, James | Beneficial Owner Partner | May 2002 (24y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Urquhart, Mark, Andrew | Beneficial Owner Partner | May 2004 (22y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Mccombie, Iain, Arthur Donald | Beneficial Owner Partner | May 2005 (21y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Mcgrail, Richard, Stephen | Beneficial Owner Partner | May 2010 (16y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Sutcliffe, William | Beneficial Owner Partner | May 2010 (16y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Thomas, Nicholas | Beneficial Owner Partner | May 2010 (16y) | Less than 5% | |
| Maccoll, Malcolm, Graham | Beneficial Owner Partner | May 2011 (15y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Salter, David, William | Beneficial Owner Partner | May 2011 (15y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Campbell, Timothy, Edward Hugh | Beneficial Owner Partner | May 2012 (14y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Sigaroudinia, Kave, Tristan | Beneficial Owner Partner | May 2012 (14y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Slater, Thomas, Keith | Beneficial Owner Partner | May 2012 (14y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Adair, Spencer, Franklin | Beneficial Owner Partner | May 2013 (13y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Hamilton, Kathrin | Chair | May 2013 (13y) | Less than 5% | |
| Mitchell, Ann Marie | Finance Officer | Jul 2013 (13y) | Less than 5% | |
| Coghill, Barry, Sinclair | Director | Dec 2013 (13y) | Less than 5% | |
| Coutts, Thomas, Benedict Cargill | Beneficial Owner Partner | May 2014 (12y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Dunbar, Stuart | Beneficial Owner Partner | May 2014 (12y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Henderson, David, Shields | Beneficial Owner Partner | May 2014 (12y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Brodie, Douglas, William | Beneficial Owner Partner | May 2015 (11y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Garratt, Timothy, James | Beneficial Owner Partner | May 2016 (10y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Carnegie, John, Forrest | Beneficial Owner Partner | May 2017 (9y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Farquharson, Donald, Hugh Miller | Beneficial Owner Partner | May 2017 (9y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Mckee, Eleanor, Clare | Beneficial Owner Partner | May 2017 (9y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Atack, Amy, Sybilla Elizabeth | Beneficial Owner Partner | May 2018 (8y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Brett, Matthew, Colin John | Beneficial Owner Partner | May 2018 (8y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Delaney, Evan | Beneficial Owner Partner | May 2018 (8y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Squires, James, Alexander | Beneficial Owner Partner | May 2018 (8y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Wood, Nicholas, Bernard | Beneficial Owner Partner | May 2018 (8y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Scott, Gavin, Richard Gordon | Director | Jul 2018 (8y) | Less than 5% | |
| Macdougall, John, Lachlan Gray | Beneficial Owner Partner | May 2019 (7y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Oliver, Janet, Hunter | Beneficial Owner Partner | May 2019 (7y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Robinson, Gary, Thomas | Beneficial Owner Partner | May 2019 (7y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Conn, Adam, Howard Joseph | Director | Oct 2019 (7y) | Less than 5% | |
| Burns, Lawrence, Philip | Beneficial Owner Partner | May 2020 (6y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Campbell, Iain, Gordon | Beneficial Owner Partner | May 2020 (6y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Fox, Kate, Louise | Beneficial Owner Partner | May 2020 (6y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Gush, Michael, Colin | Beneficial Owner Partner | May 2020 (6y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Wylie, Michael, James Crawford | Beneficial Owner Partner | May 2020 (6y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Xiong, Jing Yi, "Helen" | Beneficial Owner Partner | May 2020 (6y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Bujnowski, David, John | Beneficial Owner Partner | May 2021 (5y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Flockhart, Catherine, L | Beneficial Owner Partner | May 2021 (5y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Lennox, Colin, Robert | Beneficial Owner Partner | May 2021 (5y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Angeles Soliz, Julia | Beneficial Owner Partner | May 2022 (4y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Davis, Jenny, Marina | Beneficial Owner Partner | May 2022 (4y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Kennedy, Elizabeth, Margaret | Beneficial Owner Partner | May 2022 (4y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Lin, Na, "Linda" | Beneficial Owner Partner | May 2022 (4y) | GP / trustee / elected manager of Baillie Gifford China Partnership (indirect) | |
| Mileva, Milena, Branimirova | Beneficial Owner Partner | May 2022 (4y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Stirling Aird, Michael, Peter | Beneficial Owner Partner | May 2022 (4y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Singlehurst, Peter, Lyle | Beneficial Owner Partner | May 2022 (4y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Walsh, Thomas, Patrick | Beneficial Owner Partner | May 2022 (4y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Dow, James, Andrew George | Beneficial Owner Partner | May 2023 (3y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Dunn, Lesley, Margaret | Beneficial Owner Partner | May 2023 (3y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Keiller, Andrew, John | Beneficial Owner Partner | May 2023 (3y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Murphy, Christopher, Mark | Beneficial Owner Partner | May 2023 (3y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Pashley, Stephen, Roger | Beneficial Owner Partner | May 2023 (3y) | Less than 5% | |
| Ross, John, Toby Leahy | Beneficial Owner Partner | May 2023 (3y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Snell, Roderick, Brodie Creagh | Beneficial Owner Partner | May 2023 (3y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Cooper, Lyndsay, Jayne | Director | Feb 2024 (3y) | Less than 5% | |
| Chalmers, Ashley | Beneficial Owner Partner | Apr 2024 (2y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Paice, Stephen, Graeme | Beneficial Owner Partner | Apr 2024 (2y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Riddell, Neil | Beneficial Owner Partner | Apr 2024 (2y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Thomson, James, Fraser | Beneficial Owner Partner | Apr 2024 (2y) | GP / trustee / elected manager of Baillie Gifford & Co (indirect) | |
| Mckechnie, Sarah, Anne | Chief Compliance Officer | Dec 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Baillie Gifford & Co | Parent Owner | Sep 1983 | A | 75% or more |
| Baillie Gifford International Partnership | Beneficial Owner Partner | May 2011 | B | GP / trustee / elected manager of Baillie Gifford & Co (indirect) |
| Baillie Gifford China Partnership | Beneficial Owner Partner | May 2022 | B | GP / trustee / elected manager of Baillie Gifford & Co (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (11)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute | Battelle Memorial Institute | 5,379 | $1.9B | 07/01/2024 |
| Retirement Security Plan | National Rural Electric Cooperative Association | 56,128 | $11.5B | 01/01/2024 |
| Metlife 401(k) Plan | Metlife Group, Inc. | 14,863 | $8.3B | 01/01/2024 |
| Liberty Mutual 401(k) Plan | Liberty Mutual Group Inc. | 31,562 | $11.4B | 01/01/2024 |
| Jersey Shore State Bank Retirement Plan | Jersey Shore State Bank | 23 | $25.5M | 01/01/2024 |
| Gannett Retirement Plan | Gannett Media Corp. | 957 | $864M | 01/01/2024 |
| Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan | Gabriel, Roeder, Smith & Company Holdings, Inc. | 124 | $43.0M | 01/01/2024 |
| Firstenergy Corp. Master Pension Plan | Firstenergy Corp. | 12,279 | $6.5B | 01/01/2024 |
| Employees' Retirement Plan Of The National Education Association | The National Education Association | 989 | $910M | 01/01/2024 |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | 20,043 | $7.1B | 01/01/2024 |
| 3 M Employee Retirement Income Plan | 3 M Company | 6,472 | $8.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.94 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $18.5B (13% of AUM) Jul 2026
- BNY Mellon $15.9B (11% of AUM) Jul 2026
- J.P. Morgan $9.9B (7% of AUM) Jul 2026
- Northern Trust $8.4B (6% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗