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Janus Henderson Group Top Holdings and 13F Report (2025)

About Janus Henderson Group

Janus Henderson Group NYSE: JHG has filed 13-F forms with the SEC as an investor. Janus Henderson Group is itself a publicly traded company. For more information on Janus Henderson Group stock, visit the Janus Henderson Group stock profile here.

Investment Activity

  • Janus Henderson Group has $182.44 billion in total holdings as of March 31, 2025.
  • Janus Henderson Group owns shares of 2,478 different stocks, but just 159 companies or ETFs make up 80% of its holdings.
  • Approximately 6.58% of the portfolio was purchased this quarter.
  • About 8.08% of the portfolio was sold this quarter.
  • This quarter, Janus Henderson Group has purchased 2,524 new stocks and bought additional shares in 702 stocks.
  • Janus Henderson Group sold shares of 818 stocks and completely divested from 103 stocks this quarter.

Largest Holdings

Microsoft
$10,964,308,995
NVIDIA
$8,942,971,952
Amazon.com
$6,579,740,845
Apple
$6,452,252,903
Meta Platforms
$4,845,072,963

Largest New Holdings this Quarter

59267L107 - METSERA INC
$81,337,694 Holding
81369Y605 - Financial Select Sector SPDR Fund
$71,299,926 Holding
M7516K103 - Nova
$41,706,815 Holding
78781J109 - SAILPOINT INC
$17,377,003 Holding
84265V105 - Southern Copper
$14,345,502 Holding

Largest Purchases this Quarter

Broadcom
5,154,536 shares (about $871.69M)
Microsoft
856,672 shares (about $324.50M)
Intuit
522,249 shares (about $312.79M)
PTC
1,868,440 shares (about $289.23M)
Amazon.com
1,483,058 shares (about $285.78M)

Largest Sales this Quarter

LINDE PLC
1,251,705 shares (about $574.63M)
Booking
123,013 shares (about $570.08M)
Meta Platforms
932,847 shares (about $538.02M)
NVIDIA
4,151,925 shares (about $455.30M)
Salesforce
1,484,359 shares (about $400.68M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJanus Henderson Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$10,964,308,995$324,495,072 3.0%28,945,9456.0%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,942,971,952$455,303,056 -4.8%81,551,2844.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,579,740,845$285,784,060 4.5%34,145,1423.6%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$6,452,252,903$364,330,062 -5.3%29,609,8023.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,845,072,963$538,018,909 -10.0%8,400,6562.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4,837,729,393$26,821,577 0.6%30,999,8702.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,727,633,744$39,532,090 1.1%4,532,6122.0%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$3,671,110,414$36,619,623 -1.0%6,789,9202.0%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$3,469,010,585$871,688,341 33.6%20,513,2261.9%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,570,373,617$272,033,032 -9.6%4,980,8171.4%Medical
Oracle Co. stock logo
ORCL
Oracle
$2,015,292,447$9,971,517 0.5%14,307,2081.1%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$1,755,705,467$200,351,717 -10.2%6,295,4231.0%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$1,604,077,582$570,083,395 -26.2%346,1290.9%Retail/Wholesale
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$1,448,729,495$28,957,510 2.0%11,170,6350.8%Aerospace
Boston Scientific Co. stock logo
BSX
Boston Scientific
$1,390,033,883$98,156,918 -6.6%13,989,9210.8%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,353,733,018$42,343,060 -3.0%2,747,9370.7%Medical
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$1,341,705,007$19,077,067 -1.4%16,366,2540.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,327,793,522$61,638,637 4.9%3,873,3050.7%Business Services
Formula One Group stock logo
FWONK
Formula One Group
$1,272,613,146$18,678,935 -1.4%14,310,3560.7%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$1,269,043,918$16,863,350 -1.3%1,359,0220.7%Consumer Discretionary
argenx SE stock logo
ARGX
argenx
$1,262,624,900$99,730,542 -7.3%2,143,0830.7%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,221,041,326$80,189,006 -6.2%7,458,6770.7%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,168,604,023$51,180,759 -4.2%7,071,5250.6%Computer and Technology
Monster Beverage Co. stock logo
MNST
Monster Beverage
$1,165,059,040$130,546,132 -10.1%20,134,0750.6%Consumer Staples
KLA Co. stock logo
KLAC
KLA
$1,097,281,583$119,972,430 12.3%1,628,9230.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,087,201,425$71,567,614 7.0%4,476,8610.6%Finance
DOORDASH INC
$1,052,389,524$41,278,284 4.1%5,763,0410.6%CL A
Danaher Co. stock logo
DHR
Danaher
$1,042,220,540$232,622,232 28.7%5,063,1710.6%Medical
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$1,033,018,462$5,331,256 0.5%3,066,3540.6%Finance
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$988,435,456$11,103,476 -1.1%5,658,0450.5%Finance
Eaton Co. plc stock logo
ETN
Eaton
$982,848,760$158,331,118 19.2%3,585,1100.5%Industrials
Intuit Inc. stock logo
INTU
Intuit
$955,492,610$312,786,808 48.7%1,595,3520.5%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$923,090,614$57,836,279 6.7%450,6900.5%Retail/Wholesale
American Express stock logo
AXP
American Express
$918,705,278$6,195,940 -0.7%3,460,5990.5%Finance
FERGUSON ENTERPRISES INC
$892,942,403$100,886,230 12.7%5,564,0560.5%COMMON STOCK NEW
GoDaddy Inc. stock logo
GDDY
GoDaddy
$890,458,420$270,780,320 -23.3%4,977,9520.5%Computer and Technology
Flex Ltd. stock logo
FLEX
Flex
$873,404,114$5,436,945 -0.6%26,321,4250.5%Computer and Technology
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$839,763,648$14,056,390 -1.6%1,694,7150.5%Aerospace
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$815,865,294$82,527,520 11.3%11,765,4810.4%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$807,898,728$140,016,869 -14.8%6,834,4210.4%Retail/Wholesale
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$781,275,194$40,039,478 -4.9%12,593,7390.4%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$780,446,812$67,965,624 -8.0%2,542,4890.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$763,813,216$107,816,075 -12.4%3,720,8310.4%Medical
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$744,062,277$94,534,383 14.6%2,898,5600.4%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$736,158,507$209,263,892 -22.1%1,582,0500.4%Industrials
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$732,759,606$22,723,032 -3.0%3,085,1770.4%Business Services
GE Aerospace stock logo
GE
GE Aerospace
$731,077,116$15,156,111 2.1%3,657,6260.4%Industrials
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$723,109,563$834,288 -0.1%2,205,8490.4%Medical
Blackstone Inc. stock logo
BX
Blackstone
$704,892,655$71,287,311 11.3%5,103,1150.4%Finance
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$693,952,439$16,481,674 2.4%4,486,9490.4%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$693,770,298$46,979,610 -6.3%5,303,2520.4%Medical
Alliant Energy Co. stock logo
LNT
Alliant Energy
$690,984,818$6,345,473 0.9%10,867,9620.4%Utilities
The Home Depot, Inc. stock logo
HD
Home Depot
$689,181,522$5,913,378 -0.9%1,924,7600.4%Retail/Wholesale
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$688,505,282$58,337,286 9.3%1,229,6540.4%Business Services
Amphenol Co. stock logo
APH
Amphenol
$683,777,926$200,574,816 41.5%10,268,3340.4%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$668,689,569$21,416,636 3.3%4,026,1310.4%Energy
Corteva, Inc. stock logo
CTVA
Corteva
$636,428,964$22,733,459 3.7%10,423,0250.3%Consumer Staples
Revvity, Inc. stock logo
RVTY
Revvity
$633,156,706$38,478,133 -5.7%5,994,6460.3%Medical
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$626,412,236$30,362,923 5.1%6,514,4520.3%Medical
WEX Inc. stock logo
WEX
WEX
$620,059,462$6,282,775 -1.0%4,011,7300.3%Business Services
APPLOVIN CORP
$619,793,287$9,207,553 1.5%2,275,4680.3%COM CL A
W. R. Berkley Co. stock logo
WRB
W. R. Berkley
$619,194,346$90,439,220 -12.7%8,688,0480.3%Finance
Amdocs Limited stock logo
DOX
Amdocs
$608,670,108$9,027,606 1.5%6,692,3600.3%Computer and Technology
Datadog, Inc. stock logo
DDOG
Datadog
$608,232,161$202,237,777 49.8%6,017,3240.3%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$602,293,152$55,586,645 -8.4%755,0410.3%Computer and Technology
Teleflex Incorporated stock logo
TFX
Teleflex
$596,062,651$128,632,837 -17.7%4,325,5780.3%Medical
Autodesk, Inc. stock logo
ADSK
Autodesk
$584,887,504$7,672,008 1.3%2,235,5610.3%Computer and Technology
Fortive Co. stock logo
FTV
Fortive
$582,037,726$33,764,846 6.2%8,013,7470.3%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$581,194,486$50,128,687 -7.9%5,039,5740.3%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$579,419,206$184,997,575 46.9%5,908,4840.3%Consumer Discretionary
Aramark stock logo
ARMK
Aramark
$565,194,685$8,807,397 1.6%16,526,2090.3%Business Services
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$560,414,587$233,912,381 71.6%1,139,5340.3%Medical
Stryker Co. stock logo
SYK
Stryker
$559,887,780$90,563,570 -13.9%1,536,1130.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$550,312,283$26,710,008 5.1%1,100,2740.3%Medical
Trane Technologies plc stock logo
TT
Trane Technologies
$550,134,207$197,651,096 56.1%1,657,0290.3%Construction
ASML Holding stock logo
ASML
ASML
$537,987,366$50,651,648 -8.6%797,6930.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$537,812,928$20,502,165 4.0%3,484,9220.3%Computer and Technology
LAM RESEARCH CORP
$536,704,468$259,713,533 -32.6%7,391,2960.3%COM NEW
Onsemi stock logo
ON
Onsemi
$534,199,779$27,474,161 5.4%13,048,3470.3%Computer and Technology
DraftKings Inc. stock logo
DKNG
DraftKings
$529,795,357$199,012,289 60.2%15,026,3500.3%Consumer Discretionary
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$527,497,583$23,067,437 4.6%6,779,3830.3%Finance
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$521,590,514$10,395,172 2.0%1,530,3750.3%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$518,035,241$24,470,230 5.0%10,379,4700.3%Retail/Wholesale
3M stock logo
MMM
3M
$516,024,851$9,008,582 -1.7%3,562,7360.3%Multi-Sector Conglomerates
Globus Medical, Inc. stock logo
GMED
Globus Medical
$508,285,945$28,396,000 5.9%7,006,2230.3%Medical
J.B. Hunt Transport Services, Inc. stock logo
JBHT
J.B. Hunt Transport Services
$502,639,422$7,264,198 1.5%3,439,9140.3%Transportation
Accenture plc stock logo
ACN
Accenture
$501,424,599$21,845,554 -4.2%1,647,6470.3%Computer and Technology
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$498,975,632$7,117,804 1.4%2,626,3190.3%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$487,647,900$77,613,016 -13.7%1,113,4540.3%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$477,391,579$114,424,210 -19.3%1,801,8470.3%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$470,752,721$29,857,308 -6.0%1,942,3060.3%Finance
McKesson Co. stock logo
MCK
McKesson
$469,142,741$60,045,248 14.7%702,3400.3%Medical
Dynatrace, Inc. stock logo
DT
Dynatrace
$468,961,674$15,666,576 3.5%9,685,2920.3%Computer and Technology
Ameren Co. stock logo
AEE
Ameren
$464,444,975$5,680,212 1.2%4,658,4220.3%Utilities
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$461,969,395$64,561,179 -12.3%1,350,1410.3%Medical
CME Group Inc. stock logo
CME
CME Group
$449,908,884$372,323,712 -45.3%1,715,8200.2%Finance
APi Group Co. stock logo
APG
APi Group
$441,897,924$81,965,972 22.8%12,281,0260.2%Business Services
Gildan Activewear Inc. stock logo
GIL
Gildan Activewear
$439,487,333$126,104,395 40.2%9,775,0530.2%Consumer Discretionary
American Tower Co. stock logo
AMT
American Tower
$439,359,180$4,691,916 1.1%2,038,0190.2%Finance
Lamar Advertising stock logo
LAMR
Lamar Advertising
$439,260,864$8,533,860 2.0%3,905,9550.2%Finance

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