Free Trial

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. Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios. 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 Corporation stock logo
MSFT
Microsoft
$10,964,308,995$324,495,072 3.0%28,945,9456.0%Computer and Technology
NVIDIA Corporation 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 Corporation stock logo
ORCL
Oracle
$2,015,292,447$9,971,517 0.5%14,307,2081.1%Computer and Technology
The Progressive Corporation 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 Corporation 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
Liberty Media Corporation - Liberty Formula One Series C stock logo
FWONK
Liberty Media Corporation - Liberty Formula One Series C
$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
argenex SE stock logo
ARGX
argenex
$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 Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,168,604,023$51,180,759 -4.2%7,071,5250.6%Computer and Technology
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$1,165,059,040$130,546,132 -10.1%20,134,0750.6%Consumer Staples
KLA Corporation 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 Corporation 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 Corporation, 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 Company 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%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$731,077,116$15,156,111 2.1%3,657,6260.4%Aerospace
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 Corporation 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 stock logo
SPOT
Spotify Technology
$688,505,282$58,337,286 9.3%1,229,6540.4%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$683,777,926$200,574,816 41.5%10,268,3340.4%Computer and Technology
Chevron Corporation 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 Corporation 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 Corporation 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 Corporation 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 N.V. 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
ON Semiconductor Corporation stock logo
ON
ON Semiconductor
$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 Corporation 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 Company 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 N.V. 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 Corporation 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 Corporation 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 Corporation 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 Corporation stock logo
AMT
American Tower
$439,359,180$4,691,916 1.1%2,038,0190.2%Finance
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$439,260,864$8,533,860 2.0%3,905,9550.2%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data