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 $204.02 billion in total holdings as of June 30, 2025.
Janus Henderson Group owns shares of 2,400 different stocks, but just 149 companies or ETFs make up 80% of its holdings.
Approximately 6.34% of the portfolio was purchased this quarter.
About 7.21% of the portfolio was sold this quarter.
This quarter, Janus Henderson Group has purchased 2,478 new stocks and bought additional shares in 607 stocks.
Janus Henderson Group sold shares of 944 stocks and completely divested from 146 stocks this quarter.

Largest Holdings

Microsoft: $14,635,156,075
NVIDIA: $13,432,429,168
Amazon.com: $7,362,437,553
Meta Platforms: $6,013,576,013
Broadcom: $6,004,536,832

Largest New Holdings this Quarter

G25839104 - COCA-COLA EUROPACIFIC PARTNE: $137,908,400 Holding
46138G649 - Invesco NASDAQ 100 ETF: $81,559,786 Holding
922908751 - Vanguard Small-Cap ETF: $78,889,694 Holding
750940108 - RALLIANT CORP: $65,073,115 Holding
01609WBG6 - ALIBABA GROUP HLDG LTD: $52,431,792 Holding

Largest Purchases this Quarter

NVIDIA: 3,478,057 shares (about $549.44M)
Chipotle Mexican Grill: 8,324,239 shares (about $467.41M)
Boeing: 2,105,998 shares (about $441.26M)
Broadcom: 1,269,293 shares (about $349.89M)
CoStar Group: 3,982,866 shares (about $320.22M)

Largest Sales this Quarter

Alphabet: 9,128,861 shares (about $1.62B)
Progressive: 2,135,476 shares (about $569.87M)
ASML: 701,019 shares (about $561.79M)
Mastercard: 557,240 shares (about $313.12M)
Johnson & Johnson: 1,966,152 shares (about $300.30M)

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	$14,635,156,075	$238,024,147 ▲	1.7%	29,424,501	7.2%	Computer and Technology
NVDA NVIDIA	$13,432,429,168	$549,442,742 ▲	4.3%	85,029,341	6.6%	Computer and Technology
AMZN Amazon.com	$7,362,437,553	$128,627,491 ▼	-1.7%	33,558,843	3.6%	Retail/Wholesale
META Meta Platforms	$6,013,576,013	$186,900,237 ▼	-3.0%	8,147,436	2.9%	Computer and Technology
AVGO Broadcom	$6,004,536,832	$349,891,423 ▲	6.2%	21,782,519	2.9%	Computer and Technology
AAPL Apple	$5,790,938,293	$283,809,348 ▼	-4.7%	28,226,446	2.8%	Computer and Technology
GOOG Alphabet	$3,879,598,610	$1,619,327,048 ▼	-29.4%	21,871,009	1.9%	Computer and Technology
MA Mastercard	$3,502,194,616	$313,117,780 ▼	-8.2%	6,232,680	1.7%	Business Services
LLY Eli Lilly and Company	$3,418,009,886	$115,171,461 ▼	-3.3%	4,384,862	1.7%	Medical
ORCL Oracle	$2,858,537,516	$269,333,620 ▼	-8.6%	13,075,248	1.4%	Computer and Technology
BKNG Booking	$2,027,616,856	$23,839,537 ▲	1.2%	350,247	1.0%	Retail/Wholesale
HWM Howmet Aerospace	$1,780,893,536	$298,303,300 ▼	-14.3%	9,567,979	0.9%	Aerospace
NFLX Netflix	$1,744,325,513	$75,517,579 ▼	-4.1%	1,302,627	0.9%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$1,687,283,664	$85,790,711 ▲	5.4%	7,450,341	0.8%	Computer and Technology
UNH UnitedHealth Group	$1,527,899,489	$25,933,841 ▼	-1.7%	4,897,686	0.7%	Medical
FWONK Liberty Media Corporation - Liberty Formula One Series C	$1,414,667,323	$80,760,167 ▼	-5.4%	13,537,529	0.7%	Consumer Discretionary
ARGX argenex	$1,414,085,163	$232,786,709 ▲	19.7%	2,565,399	0.7%	Medical
KLAC KLA	$1,391,468,387	$67,571,332 ▼	-4.6%	1,553,484	0.7%	Computer and Technology
SSNC SS&C Technologies	$1,365,800,874	$10,674,908 ▲	0.8%	16,495,178	0.7%	Computer and Technology
ETN Eaton	$1,330,670,705	$50,831,099 ▲	4.0%	3,727,499	0.7%	Industrials
FLEX Flex	$1,321,939,614	$8,031,875 ▲	0.6%	26,482,327	0.6%	Computer and Technology
FERGUSON ENTERPRISES INC	$1,313,469,121	$101,700,833 ▲	8.4%	6,031,034	0.6%	COMMON STOCK NEW
DOORDASH INC	$1,312,660,428	$107,986,918 ▼	-7.6%	5,324,978	0.6%	CL A
BSX Boston Scientific	$1,305,847,173	$196,795,288 ▼	-13.1%	12,157,715	0.6%	Medical
INTU Intuit	$1,290,183,517	$33,645,729 ▲	2.7%	1,638,070	0.6%	Computer and Technology
DHR Danaher	$1,289,252,211	$289,089,125 ▲	28.9%	6,526,640	0.6%	Medical
JPM JPMorgan Chase & Co.	$1,277,408,974	$20,397,089 ▼	-1.6%	4,406,500	0.6%	Finance
V Visa	$1,242,898,683	$132,148,177 ▼	-9.6%	3,501,063	0.6%	Business Services
MELI MercadoLibre	$1,229,697,486	$51,827,933 ▲	4.4%	470,521	0.6%	Retail/Wholesale
VRTX Vertex Pharmaceuticals	$1,166,208,878	$57,164,640 ▼	-4.7%	2,619,534	0.6%	Medical
LPLA LPL Financial	$1,154,037,081	$4,245,787 ▲	0.4%	3,077,677	0.6%	Finance
DDOG Datadog	$1,122,980,156	$314,669,426 ▲	38.9%	8,359,824	0.6%	Computer and Technology
PGR Progressive	$1,110,119,426	$569,871,056 ▼	-33.9%	4,159,947	0.5%	Finance
MRVL Marvell Technology	$1,099,652,990	$124,965,786 ▲	12.8%	14,208,397	0.5%	Computer and Technology
MNST Monster Beverage	$1,091,460,841	$169,735,006 ▼	-13.5%	17,424,379	0.5%	Consumer Staples
AXP American Express	$1,087,485,229	$16,357,003 ▼	-1.5%	3,409,319	0.5%	Finance
GE GE Aerospace	$1,054,743,664	$113,326,965 ▲	12.0%	4,097,928	0.5%	Aerospace
CMG Chipotle Mexican Grill	$1,050,218,053	$467,408,153 ▲	80.2%	18,703,709	0.5%	Retail/Wholesale
APH Amphenol	$1,006,826,979	$7,124,088 ▼	-0.7%	10,196,188	0.5%	Computer and Technology
SPOT Spotify Technology	$987,325,740	$43,991,682 ▲	4.7%	1,286,998	0.5%	Computer and Technology
BX Blackstone	$963,890,827	$200,567,715 ▲	26.3%	6,443,989	0.5%	Finance
APPLOVIN CORP	$957,058,483	$160,465,287 ▲	20.1%	2,733,837	0.5%	COM CL A
ICE Intercontinental Exchange	$907,730,602	$130,342,446 ▼	-12.6%	4,947,610	0.4%	Finance
TDY Teledyne Technologies	$875,450,194	$7,232,776 ▲	0.8%	1,708,833	0.4%	Aerospace
CDNS Cadence Design Systems	$867,609,261	$25,546,150 ▼	-2.9%	2,815,655	0.4%	Computer and Technology
NOW ServiceNow	$862,836,763	$86,723,621 ▲	11.2%	839,410	0.4%	Computer and Technology
JNJ Johnson & Johnson	$838,903,932	$300,301,345 ▼	-26.4%	5,492,525	0.4%	Medical
ON ON Semiconductor	$821,941,942	$138,078,076 ▲	20.2%	15,682,922	0.4%	Computer and Technology
AMGN Amgen	$805,471,382	$95,610,630 ▲	13.5%	2,884,935	0.4%	Medical
CTVA Corteva	$791,847,680	$15,021,559 ▲	1.9%	10,624,576	0.4%	Consumer Staples
DIS Walt Disney	$770,948,214	$38,275,893 ▲	5.2%	6,217,152	0.4%	Consumer Discretionary
MS Morgan Stanley	$770,330,184	$60,502,437 ▲	8.5%	5,469,124	0.4%	Finance
HD Home Depot	$767,454,575	$61,793,888 ▲	8.8%	2,093,309	0.4%	Retail/Wholesale
ASND Ascendis Pharma A/S	$764,385,062	$10,212,478 ▼	-1.3%	4,427,792	0.4%	Medical
BR Broadridge Financial Solutions	$754,769,626	$4,981,371 ▲	0.7%	3,105,674	0.4%	Computer and Technology
ARMK Aramark	$752,134,137	$60,183,379 ▲	8.7%	17,963,599	0.4%	Business Services
TT Trane Technologies	$751,523,607	$26,742,089 ▲	3.7%	1,718,168	0.4%	Construction
ISRG Intuitive Surgical	$745,998,599	$126,738,785 ▲	20.5%	1,372,753	0.4%	Medical
LAM RESEARCH CORP	$722,425,692	$2,966,494 ▲	0.4%	7,421,772	0.4%	COM NEW
DKNG DraftKings	$718,682,196	$74,204,981 ▲	11.5%	16,756,481	0.4%	Consumer Discretionary
TJX TJX Companies	$717,665,880	$126,293,291 ▼	-15.0%	5,811,692	0.4%	Retail/Wholesale
ABT Abbott Laboratories	$710,424,882	$10,856,517 ▼	-1.5%	5,223,429	0.3%	Medical
ABBV AbbVie	$702,306,481	$11,657,299 ▲	1.7%	3,783,634	0.3%	Medical
RVTY Revvity	$698,483,083	$118,682,393 ▲	20.5%	7,221,721	0.3%	Medical
MDGL Madrigal Pharmaceuticals	$663,279,292	$4,265,802 ▼	-0.6%	2,191,753	0.3%	Medical
LNT Alliant Energy	$651,595,980	$5,589,848 ▼	-0.9%	10,775,522	0.3%	Utilities
GDDY GoDaddy	$648,887,657	$247,441,182 ▼	-27.6%	3,603,735	0.3%	Computer and Technology
APG APi Group	$644,533,971	$17,762,535 ▲	2.8%	12,629,067	0.3%	Business Services
ADSK Autodesk	$636,962,440	$55,059,348 ▼	-8.0%	2,057,693	0.3%	Computer and Technology
VST Vistra	$626,839,932	$63,995,063 ▼	-9.3%	3,234,342	0.3%	Utilities
WRB W.R. Berkley	$596,662,505	$41,647,594 ▼	-6.5%	8,121,182	0.3%	Finance
DE Deere & Company	$592,990,753	$211,433,965 ▼	-26.3%	1,166,226	0.3%	Industrials
NXPI NXP Semiconductors	$592,005,995	$18,183,337 ▲	3.2%	2,709,542	0.3%	Computer and Technology
SCHW Charles Schwab	$580,344,972	$38,194,843 ▼	-6.2%	6,360,756	0.3%	Finance
VRNA Verona Pharma PLC American Depositary Share	$580,121,254	$58,397,539 ▲	11.2%	6,134,405	0.3%	Medical
CVX Chevron	$578,937,111	$2,489,982 ▲	0.4%	4,043,522	0.3%	Energy
SYK Stryker	$574,229,756	$33,482,649 ▼	-5.5%	1,451,479	0.3%	Medical
WEX WEX	$568,533,439	$20,747,554 ▼	-3.5%	3,870,484	0.3%	Business Services
LNTH Lantheus	$568,016,459	$34,751,653 ▲	6.5%	6,938,984	0.3%	Medical
SHOPIFY INC	$567,117,752	$87,150,557 ▲	18.2%	4,916,681	0.3%	CL A SUB VTG SHS
GS The Goldman Sachs Group	$551,271,961	$11,563,097 ▲	2.1%	778,916	0.3%	Finance
HLT Hilton Worldwide	$549,663,684	$59,063,204 ▲	12.0%	2,063,770	0.3%	Consumer Discretionary
JANUS DETROIT STR TR	$545,797,570	$316,077,903 ▲	137.6%	10,546,976	0.3%	HENDERSON EMERGI
MCK McKesson	$543,373,746	$28,786,106 ▲	5.6%	741,629	0.3%	Medical
HUBS HubSpot	$541,754,822	$270,328,289 ▲	99.6%	973,265	0.3%	Computer and Technology
DOX Amdocs	$528,753,501	$81,857,426 ▼	-13.4%	5,795,194	0.3%	Computer and Technology
MMM 3M	$523,070,482	$19,312,108 ▼	-3.6%	3,435,881	0.3%	Multi-Sector Conglomerates
LAMR Lamar Advertising	$518,463,133	$44,423,799 ▲	9.4%	4,271,995	0.3%	Finance
CLH Clean Harbors	$497,784,990	$3,399,055 ▲	0.7%	2,153,226	0.2%	Business Services
JBHT J.B. Hunt Transport Services	$496,867,263	$2,895,836 ▲	0.6%	3,460,080	0.2%	Transportation
AJG Arthur J. Gallagher & Co.	$495,518,946	$5,733,882 ▲	1.2%	1,548,291	0.2%	Finance
TFX Teleflex	$491,108,954	$20,867,749 ▼	-4.1%	4,149,271	0.2%	Medical
COF Capital One Financial	$489,816,985	$2,030,306 ▲	0.4%	2,302,275	0.2%	Finance
TMO Thermo Fisher Scientific	$489,751,335	$43,641,393 ▲	9.8%	1,207,910	0.2%	Medical
SNPS Synopsys	$489,340,506	$81,526,331 ▼	-14.3%	954,440	0.2%	Computer and Technology
GIL Gildan Activewear	$488,641,249	$7,318,091 ▲	1.5%	9,923,674	0.2%	Consumer Discretionary
IR Ingersoll Rand	$485,225,950	$124,166,048 ▲	34.4%	5,833,448	0.2%	Industrials
GMED Globus Medical	$484,370,082	$70,863,737 ▲	17.1%	8,206,899	0.2%	Medical
HCA HCA Healthcare	$483,693,662	$33,540,471 ▼	-6.5%	1,262,590	0.2%	Medical
TMUS T-Mobile US	$482,520,616	$53,179,444 ▲	12.4%	2,025,029	0.2%	Computer and Technology

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