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

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$10,964,308,995	$324,495,072 ▲	3.0%	28,945,945	6.0%	Computer and Technology
NVDA NVIDIA	$8,942,971,952	$455,303,056 ▼	-4.8%	81,551,284	4.9%	Computer and Technology
AMZN Amazon.com	$6,579,740,845	$285,784,060 ▲	4.5%	34,145,142	3.6%	Retail/Wholesale
AAPL Apple	$6,452,252,903	$364,330,062 ▼	-5.3%	29,609,802	3.5%	Computer and Technology
META Meta Platforms	$4,845,072,963	$538,018,909 ▼	-10.0%	8,400,656	2.7%	Computer and Technology
GOOG Alphabet	$4,837,729,393	$26,821,577 ▲	0.6%	30,999,870	2.7%	Computer and Technology
LLY Eli Lilly and Company	$3,727,633,744	$39,532,090 ▲	1.1%	4,532,612	2.0%	Medical
MA Mastercard	$3,671,110,414	$36,619,623 ▼	-1.0%	6,789,920	2.0%	Business Services
AVGO Broadcom	$3,469,010,585	$871,688,341 ▲	33.6%	20,513,226	1.9%	Computer and Technology
UNH UnitedHealth Group	$2,570,373,617	$272,033,032 ▼	-9.6%	4,980,817	1.4%	Medical
ORCL Oracle	$2,015,292,447	$9,971,517 ▲	0.5%	14,307,208	1.1%	Computer and Technology
PGR Progressive	$1,755,705,467	$200,351,717 ▼	-10.2%	6,295,423	1.0%	Finance
BKNG Booking	$1,604,077,582	$570,083,395 ▼	-26.2%	346,129	0.9%	Retail/Wholesale
HWM Howmet Aerospace	$1,448,729,495	$28,957,510 ▲	2.0%	11,170,635	0.8%	Aerospace
BSX Boston Scientific	$1,390,033,883	$98,156,918 ▼	-6.6%	13,989,921	0.8%	Medical
VRTX Vertex Pharmaceuticals	$1,353,733,018	$42,343,060 ▼	-3.0%	2,747,937	0.7%	Medical
SSNC SS&C Technologies	$1,341,705,007	$19,077,067 ▼	-1.4%	16,366,254	0.7%	Computer and Technology
V Visa	$1,327,793,522	$61,638,637 ▲	4.9%	3,873,305	0.7%	Business Services
FWONK Formula One Group	$1,272,613,146	$18,678,935 ▼	-1.4%	14,310,356	0.7%	Consumer Discretionary
NFLX Netflix	$1,269,043,918	$16,863,350 ▼	-1.3%	1,359,022	0.7%	Consumer Discretionary
ARGX argenx	$1,262,624,900	$99,730,542 ▼	-7.3%	2,143,083	0.7%	Medical
JNJ Johnson & Johnson	$1,221,041,326	$80,189,006 ▼	-6.2%	7,458,677	0.7%	Medical
TSM Taiwan Semiconductor Manufacturing	$1,168,604,023	$51,180,759 ▼	-4.2%	7,071,525	0.6%	Computer and Technology
MNST Monster Beverage	$1,165,059,040	$130,546,132 ▼	-10.1%	20,134,075	0.6%	Consumer Staples
KLAC KLA	$1,097,281,583	$119,972,430 ▲	12.3%	1,628,923	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,087,201,425	$71,567,614 ▲	7.0%	4,476,861	0.6%	Finance
DOORDASH INC	$1,052,389,524	$41,278,284 ▲	4.1%	5,763,041	0.6%	CL A
DHR Danaher	$1,042,220,540	$232,622,232 ▲	28.7%	5,063,171	0.6%	Medical
LPLA LPL Financial	$1,033,018,462	$5,331,256 ▲	0.5%	3,066,354	0.6%	Finance
ICE Intercontinental Exchange	$988,435,456	$11,103,476 ▼	-1.1%	5,658,045	0.5%	Finance
ETN Eaton	$982,848,760	$158,331,118 ▲	19.2%	3,585,110	0.5%	Industrials
INTU Intuit	$955,492,610	$312,786,808 ▲	48.7%	1,595,352	0.5%	Computer and Technology
MELI MercadoLibre	$923,090,614	$57,836,279 ▲	6.7%	450,690	0.5%	Retail/Wholesale
AXP American Express	$918,705,278	$6,195,940 ▼	-0.7%	3,460,599	0.5%	Finance
FERGUSON ENTERPRISES INC	$892,942,403	$100,886,230 ▲	12.7%	5,564,056	0.5%	COMMON STOCK NEW
GDDY GoDaddy	$890,458,420	$270,780,320 ▼	-23.3%	4,977,952	0.5%	Computer and Technology
FLEX Flex	$873,404,114	$5,436,945 ▼	-0.6%	26,321,425	0.5%	Computer and Technology
TDY Teledyne Technologies	$839,763,648	$14,056,390 ▼	-1.6%	1,694,715	0.5%	Aerospace
PCVX Vaxcyte	$815,865,294	$82,527,520 ▲	11.3%	11,765,481	0.4%	Medical
TJX TJX Companies	$807,898,728	$140,016,869 ▼	-14.8%	6,834,421	0.4%	Retail/Wholesale
MRVL Marvell Technology	$781,275,194	$40,039,478 ▼	-4.9%	12,593,739	0.4%	Computer and Technology
AMGN Amgen	$780,446,812	$67,965,624 ▼	-8.0%	2,542,489	0.4%	Medical
ABBV AbbVie	$763,813,216	$107,816,075 ▼	-12.4%	3,720,831	0.4%	Medical
CDNS Cadence Design Systems	$744,062,277	$94,534,383 ▲	14.6%	2,898,560	0.4%	Computer and Technology
DE Deere & Company	$736,158,507	$209,263,892 ▼	-22.1%	1,582,050	0.4%	Industrials
BR Broadridge Financial Solutions	$732,759,606	$22,723,032 ▼	-3.0%	3,085,177	0.4%	Business Services
GE GE Aerospace	$731,077,116	$15,156,111 ▲	2.1%	3,657,626	0.4%	Industrials
MDGL Madrigal Pharmaceuticals	$723,109,563	$834,288 ▼	-0.1%	2,205,849	0.4%	Medical
BX Blackstone	$704,892,655	$71,287,311 ▲	11.3%	5,103,115	0.4%	Finance
ASND Ascendis Pharma A/S	$693,952,439	$16,481,674 ▲	2.4%	4,486,949	0.4%	Medical
ABT Abbott Laboratories	$693,770,298	$46,979,610 ▼	-6.3%	5,303,252	0.4%	Medical
LNT Alliant Energy	$690,984,818	$6,345,473 ▲	0.9%	10,867,962	0.4%	Utilities
HD Home Depot	$689,181,522	$5,913,378 ▼	-0.9%	1,924,760	0.4%	Retail/Wholesale
SPOT Spotify Technology	$688,505,282	$58,337,286 ▲	9.3%	1,229,654	0.4%	Business Services
APH Amphenol	$683,777,926	$200,574,816 ▲	41.5%	10,268,334	0.4%	Computer and Technology
CVX Chevron	$668,689,569	$21,416,636 ▲	3.3%	4,026,131	0.4%	Energy
CTVA Corteva	$636,428,964	$22,733,459 ▲	3.7%	10,423,025	0.3%	Consumer Staples
RVTY Revvity	$633,156,706	$38,478,133 ▼	-5.7%	5,994,646	0.3%	Medical
LNTH Lantheus	$626,412,236	$30,362,923 ▲	5.1%	6,514,452	0.3%	Medical
WEX WEX	$620,059,462	$6,282,775 ▼	-1.0%	4,011,730	0.3%	Business Services
APPLOVIN CORP	$619,793,287	$9,207,553 ▲	1.5%	2,275,468	0.3%	COM CL A
WRB W. R. Berkley	$619,194,346	$90,439,220 ▼	-12.7%	8,688,048	0.3%	Finance
DOX Amdocs	$608,670,108	$9,027,606 ▲	1.5%	6,692,360	0.3%	Computer and Technology
DDOG Datadog	$608,232,161	$202,237,777 ▲	49.8%	6,017,324	0.3%	Computer and Technology
NOW ServiceNow	$602,293,152	$55,586,645 ▼	-8.4%	755,041	0.3%	Computer and Technology
TFX Teleflex	$596,062,651	$128,632,837 ▼	-17.7%	4,325,578	0.3%	Medical
ADSK Autodesk	$584,887,504	$7,672,008 ▲	1.3%	2,235,561	0.3%	Computer and Technology
FTV Fortive	$582,037,726	$33,764,846 ▲	6.2%	8,013,747	0.3%	Computer and Technology
MS Morgan Stanley	$581,194,486	$50,128,687 ▼	-7.9%	5,039,574	0.3%	Finance
DIS Walt Disney	$579,419,206	$184,997,575 ▲	46.9%	5,908,484	0.3%	Consumer Discretionary
ARMK Aramark	$565,194,685	$8,807,397 ▲	1.6%	16,526,209	0.3%	Business Services
ISRG Intuitive Surgical	$560,414,587	$233,912,381 ▲	71.6%	1,139,534	0.3%	Medical
SYK Stryker	$559,887,780	$90,563,570 ▼	-13.9%	1,536,113	0.3%	Medical
TMO Thermo Fisher Scientific	$550,312,283	$26,710,008 ▲	5.1%	1,100,274	0.3%	Medical
TT Trane Technologies	$550,134,207	$197,651,096 ▲	56.1%	1,657,029	0.3%	Construction
ASML ASML	$537,987,366	$50,651,648 ▼	-8.6%	797,693	0.3%	Computer and Technology
GOOGL Alphabet	$537,812,928	$20,502,165 ▲	4.0%	3,484,922	0.3%	Computer and Technology
LAM RESEARCH CORP	$536,704,468	$259,713,533 ▼	-32.6%	7,391,296	0.3%	COM NEW
ON Onsemi	$534,199,779	$27,474,161 ▲	5.4%	13,048,347	0.3%	Computer and Technology
DKNG DraftKings	$529,795,357	$199,012,289 ▲	60.2%	15,026,350	0.3%	Consumer Discretionary
SCHW Charles Schwab	$527,497,583	$23,067,437 ▲	4.6%	6,779,383	0.3%	Finance
AJG Arthur J. Gallagher & Co.	$521,590,514	$10,395,172 ▲	2.0%	1,530,375	0.3%	Finance
CMG Chipotle Mexican Grill	$518,035,241	$24,470,230 ▲	5.0%	10,379,470	0.3%	Retail/Wholesale
MMM 3M	$516,024,851	$9,008,582 ▼	-1.7%	3,562,736	0.3%	Multi-Sector Conglomerates
GMED Globus Medical	$508,285,945	$28,396,000 ▲	5.9%	7,006,223	0.3%	Medical
JBHT J.B. Hunt Transport Services	$502,639,422	$7,264,198 ▲	1.5%	3,439,914	0.3%	Transportation
ACN Accenture	$501,424,599	$21,845,554 ▼	-4.2%	1,647,647	0.3%	Computer and Technology
NXPI NXP Semiconductors	$498,975,632	$7,117,804 ▲	1.4%	2,626,319	0.3%	Computer and Technology
SNPS Synopsys	$487,647,900	$77,613,016 ▼	-13.7%	1,113,454	0.3%	Computer and Technology
TMUS T-Mobile US	$477,391,579	$114,424,210 ▼	-19.3%	1,801,847	0.3%	Computer and Technology
MMC Marsh & McLennan Companies	$470,752,721	$29,857,308 ▼	-6.0%	1,942,306	0.3%	Finance
MCK McKesson	$469,142,741	$60,045,248 ▲	14.7%	702,340	0.3%	Medical
DT Dynatrace	$468,961,674	$15,666,576 ▲	3.5%	9,685,292	0.3%	Computer and Technology
AEE Ameren	$464,444,975	$5,680,212 ▲	1.2%	4,658,422	0.3%	Utilities
HCA HCA Healthcare	$461,969,395	$64,561,179 ▼	-12.3%	1,350,141	0.3%	Medical
CME CME Group	$449,908,884	$372,323,712 ▼	-45.3%	1,715,820	0.2%	Finance
APG APi Group	$441,897,924	$81,965,972 ▲	22.8%	12,281,026	0.2%	Business Services
GIL Gildan Activewear	$439,487,333	$126,104,395 ▲	40.2%	9,775,053	0.2%	Consumer Discretionary
AMT American Tower	$439,359,180	$4,691,916 ▲	1.1%	2,038,019	0.2%	Finance
LAMR Lamar Advertising	$439,260,864	$8,533,860 ▲	2.0%	3,905,955	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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

About Janus Henderson Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Janus Henderson Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJanus Henderson Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools