Janus Henderson Group Top Holdings and 13F Report (2025) About Janus Henderson GroupJanus 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 ActivityJanus 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 $10,964,308,995NVIDIA $8,942,971,952Amazon.com $6,579,740,845Apple $6,452,252,903Meta Platforms $4,845,072,963 Largest New Holdings this Quarter 59267L107 - METSERA INC $81,337,694 Holding81369Y605 - Financial Select Sector SPDR Fund $71,299,926 HoldingM7516K103 - Nova $41,706,815 Holding78781J109 - SAILPOINT INC $17,377,003 Holding84265V105 - 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 TimeMap of 500 Largest Holdings ofJanus Henderson Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$10,964,308,995$324,495,072 ▲3.0%28,945,9456.0%Computer and TechnologyNVDANVIDIA$8,942,971,952$455,303,056 ▼-4.8%81,551,2844.9%Computer and TechnologyAMZNAmazon.com$6,579,740,845$285,784,060 ▲4.5%34,145,1423.6%Retail/WholesaleAAPLApple$6,452,252,903$364,330,062 ▼-5.3%29,609,8023.5%Computer and TechnologyMETAMeta Platforms$4,845,072,963$538,018,909 ▼-10.0%8,400,6562.7%Computer and TechnologyGOOGAlphabet$4,837,729,393$26,821,577 ▲0.6%30,999,8702.7%Computer and TechnologyLLYEli Lilly and Company$3,727,633,744$39,532,090 ▲1.1%4,532,6122.0%MedicalMAMastercard$3,671,110,414$36,619,623 ▼-1.0%6,789,9202.0%Business ServicesAVGOBroadcom$3,469,010,585$871,688,341 ▲33.6%20,513,2261.9%Computer and TechnologyUNHUnitedHealth Group$2,570,373,617$272,033,032 ▼-9.6%4,980,8171.4%MedicalORCLOracle$2,015,292,447$9,971,517 ▲0.5%14,307,2081.1%Computer and TechnologyPGRProgressive$1,755,705,467$200,351,717 ▼-10.2%6,295,4231.0%FinanceBKNGBooking$1,604,077,582$570,083,395 ▼-26.2%346,1290.9%Retail/WholesaleHWMHowmet Aerospace$1,448,729,495$28,957,510 ▲2.0%11,170,6350.8%AerospaceBSXBoston Scientific$1,390,033,883$98,156,918 ▼-6.6%13,989,9210.8%MedicalVRTXVertex Pharmaceuticals$1,353,733,018$42,343,060 ▼-3.0%2,747,9370.7%MedicalSSNCSS&C Technologies$1,341,705,007$19,077,067 ▼-1.4%16,366,2540.7%Computer and TechnologyVVisa$1,327,793,522$61,638,637 ▲4.9%3,873,3050.7%Business ServicesFWONKFormula One Group$1,272,613,146$18,678,935 ▼-1.4%14,310,3560.7%Consumer DiscretionaryNFLXNetflix$1,269,043,918$16,863,350 ▼-1.3%1,359,0220.7%Consumer DiscretionaryARGXargenx$1,262,624,900$99,730,542 ▼-7.3%2,143,0830.7%MedicalJNJJohnson & Johnson$1,221,041,326$80,189,006 ▼-6.2%7,458,6770.7%MedicalTSMTaiwan Semiconductor Manufacturing$1,168,604,023$51,180,759 ▼-4.2%7,071,5250.6%Computer and TechnologyMNSTMonster Beverage$1,165,059,040$130,546,132 ▼-10.1%20,134,0750.6%Consumer StaplesKLACKLA$1,097,281,583$119,972,430 ▲12.3%1,628,9230.6%Computer and TechnologyJPMJPMorgan Chase & Co.$1,087,201,425$71,567,614 ▲7.0%4,476,8610.6%FinanceDOORDASH INC$1,052,389,524$41,278,284 ▲4.1%5,763,0410.6%CL ADHRDanaher$1,042,220,540$232,622,232 ▲28.7%5,063,1710.6%MedicalLPLALPL Financial$1,033,018,462$5,331,256 ▲0.5%3,066,3540.6%FinanceICEIntercontinental Exchange$988,435,456$11,103,476 ▼-1.1%5,658,0450.5%FinanceETNEaton$982,848,760$158,331,118 ▲19.2%3,585,1100.5%IndustrialsINTUIntuit$955,492,610$312,786,808 ▲48.7%1,595,3520.5%Computer and TechnologyMELIMercadoLibre$923,090,614$57,836,279 ▲6.7%450,6900.5%Retail/WholesaleAXPAmerican Express$918,705,278$6,195,940 ▼-0.7%3,460,5990.5%FinanceFERGUSON ENTERPRISES INC$892,942,403$100,886,230 ▲12.7%5,564,0560.5%COMMON STOCK NEWGDDYGoDaddy$890,458,420$270,780,320 ▼-23.3%4,977,9520.5%Computer and TechnologyFLEXFlex$873,404,114$5,436,945 ▼-0.6%26,321,4250.5%Computer and TechnologyTDYTeledyne Technologies$839,763,648$14,056,390 ▼-1.6%1,694,7150.5%AerospacePCVXVaxcyte$815,865,294$82,527,520 ▲11.3%11,765,4810.4%MedicalTJXTJX Companies$807,898,728$140,016,869 ▼-14.8%6,834,4210.4%Retail/WholesaleMRVLMarvell Technology$781,275,194$40,039,478 ▼-4.9%12,593,7390.4%Computer and TechnologyAMGNAmgen$780,446,812$67,965,624 ▼-8.0%2,542,4890.4%MedicalABBVAbbVie$763,813,216$107,816,075 ▼-12.4%3,720,8310.4%MedicalCDNSCadence Design Systems$744,062,277$94,534,383 ▲14.6%2,898,5600.4%Computer and TechnologyDEDeere & Company$736,158,507$209,263,892 ▼-22.1%1,582,0500.4%IndustrialsBRBroadridge Financial Solutions$732,759,606$22,723,032 ▼-3.0%3,085,1770.4%Business ServicesGEGE Aerospace$731,077,116$15,156,111 ▲2.1%3,657,6260.4%IndustrialsMDGLMadrigal Pharmaceuticals$723,109,563$834,288 ▼-0.1%2,205,8490.4%MedicalBXBlackstone$704,892,655$71,287,311 ▲11.3%5,103,1150.4%FinanceASNDAscendis Pharma A/S$693,952,439$16,481,674 ▲2.4%4,486,9490.4%MedicalABTAbbott Laboratories$693,770,298$46,979,610 ▼-6.3%5,303,2520.4%MedicalLNTAlliant Energy$690,984,818$6,345,473 ▲0.9%10,867,9620.4%UtilitiesHDHome Depot$689,181,522$5,913,378 ▼-0.9%1,924,7600.4%Retail/WholesaleSPOTSpotify Technology$688,505,282$58,337,286 ▲9.3%1,229,6540.4%Business ServicesAPHAmphenol$683,777,926$200,574,816 ▲41.5%10,268,3340.4%Computer and TechnologyCVXChevron$668,689,569$21,416,636 ▲3.3%4,026,1310.4%EnergyCTVACorteva$636,428,964$22,733,459 ▲3.7%10,423,0250.3%Consumer StaplesRVTYRevvity$633,156,706$38,478,133 ▼-5.7%5,994,6460.3%MedicalLNTHLantheus$626,412,236$30,362,923 ▲5.1%6,514,4520.3%MedicalWEXWEX$620,059,462$6,282,775 ▼-1.0%4,011,7300.3%Business ServicesAPPLOVIN CORP$619,793,287$9,207,553 ▲1.5%2,275,4680.3%COM CL AWRBW. R. Berkley$619,194,346$90,439,220 ▼-12.7%8,688,0480.3%FinanceDOXAmdocs$608,670,108$9,027,606 ▲1.5%6,692,3600.3%Computer and TechnologyDDOGDatadog$608,232,161$202,237,777 ▲49.8%6,017,3240.3%Computer and TechnologyNOWServiceNow$602,293,152$55,586,645 ▼-8.4%755,0410.3%Computer and TechnologyTFXTeleflex$596,062,651$128,632,837 ▼-17.7%4,325,5780.3%MedicalADSKAutodesk$584,887,504$7,672,008 ▲1.3%2,235,5610.3%Computer and TechnologyFTVFortive$582,037,726$33,764,846 ▲6.2%8,013,7470.3%Computer and TechnologyMSMorgan Stanley$581,194,486$50,128,687 ▼-7.9%5,039,5740.3%FinanceDISWalt Disney$579,419,206$184,997,575 ▲46.9%5,908,4840.3%Consumer DiscretionaryARMKAramark$565,194,685$8,807,397 ▲1.6%16,526,2090.3%Business ServicesISRGIntuitive Surgical$560,414,587$233,912,381 ▲71.6%1,139,5340.3%MedicalSYKStryker$559,887,780$90,563,570 ▼-13.9%1,536,1130.3%MedicalTMOThermo Fisher Scientific$550,312,283$26,710,008 ▲5.1%1,100,2740.3%MedicalTTTrane Technologies$550,134,207$197,651,096 ▲56.1%1,657,0290.3%ConstructionASMLASML$537,987,366$50,651,648 ▼-8.6%797,6930.3%Computer and TechnologyGOOGLAlphabet$537,812,928$20,502,165 ▲4.0%3,484,9220.3%Computer and TechnologyLAM RESEARCH CORP$536,704,468$259,713,533 ▼-32.6%7,391,2960.3%COM NEWONOnsemi$534,199,779$27,474,161 ▲5.4%13,048,3470.3%Computer and TechnologyDKNGDraftKings$529,795,357$199,012,289 ▲60.2%15,026,3500.3%Consumer DiscretionarySCHWCharles Schwab$527,497,583$23,067,437 ▲4.6%6,779,3830.3%FinanceAJGArthur J. Gallagher & Co.$521,590,514$10,395,172 ▲2.0%1,530,3750.3%FinanceCMGChipotle Mexican Grill$518,035,241$24,470,230 ▲5.0%10,379,4700.3%Retail/WholesaleMMM3M$516,024,851$9,008,582 ▼-1.7%3,562,7360.3%Multi-Sector ConglomeratesGMEDGlobus Medical$508,285,945$28,396,000 ▲5.9%7,006,2230.3%MedicalJBHTJ.B. Hunt Transport Services$502,639,422$7,264,198 ▲1.5%3,439,9140.3%TransportationACNAccenture$501,424,599$21,845,554 ▼-4.2%1,647,6470.3%Computer and TechnologyNXPINXP Semiconductors$498,975,632$7,117,804 ▲1.4%2,626,3190.3%Computer and TechnologySNPSSynopsys$487,647,900$77,613,016 ▼-13.7%1,113,4540.3%Computer and TechnologyTMUST-Mobile US$477,391,579$114,424,210 ▼-19.3%1,801,8470.3%Computer and TechnologyMMCMarsh & McLennan Companies$470,752,721$29,857,308 ▼-6.0%1,942,3060.3%FinanceMCKMcKesson$469,142,741$60,045,248 ▲14.7%702,3400.3%MedicalDTDynatrace$468,961,674$15,666,576 ▲3.5%9,685,2920.3%Computer and TechnologyAEEAmeren$464,444,975$5,680,212 ▲1.2%4,658,4220.3%UtilitiesHCAHCA Healthcare$461,969,395$64,561,179 ▼-12.3%1,350,1410.3%MedicalCMECME Group$449,908,884$372,323,712 ▼-45.3%1,715,8200.2%FinanceAPGAPi Group$441,897,924$81,965,972 ▲22.8%12,281,0260.2%Business ServicesGILGildan Activewear$439,487,333$126,104,395 ▲40.2%9,775,0530.2%Consumer DiscretionaryAMTAmerican Tower$439,359,180$4,691,916 ▲1.1%2,038,0190.2%FinanceLAMRLamar Advertising$439,260,864$8,533,860 ▲2.0%3,905,9550.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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