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 $196.74 billion in total holdings as of December 31, 2024.
Janus Henderson Group owns shares of 2,524 different stocks, but just 160 companies or ETFs make up 80% of its holdings.
Approximately 8.45% of the portfolio was purchased this quarter.
About 8.32% of the portfolio was sold this quarter.
This quarter, Janus Henderson Group has purchased 2,528 new stocks and bought additional shares in 802 stocks.
Janus Henderson Group sold shares of 702 stocks and completely divested from 104 stocks this quarter.

Largest Holdings

Microsoft: $11,839,525,096
NVIDIA: $11,508,731,706
Apple: $7,833,589,306
Amazon.com: $7,165,638,533
Alphabet: $5,870,943,585

Largest New Holdings this Quarter

LAM RESEARCH CORP: $792,161,164 Holding
STANDARDAERO INC: $145,849,053 Holding
iShares Core S&P 500 ETF: $123,133,607 Holding
ARISTA NETWORKS INC: $107,438,511 Holding
Stantec: $56,191,031 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP: 10,967,975 shares (about $792.16M)
Johnson & Johnson: 4,559,147 shares (about $659.36M)
Datadog: 3,993,707 shares (about $570.66M)
Amazon.com: 2,159,059 shares (about $473.67M)
Broadcom: 1,974,620 shares (about $457.78M)

Largest Sales this Quarter

Workday: 4,760,355 shares (about $1.23B)
AbbVie: 5,800,981 shares (about $1.03B)
Advanced Micro Devices: 5,677,380 shares (about $685.77M)
Honeywell International: 2,977,576 shares (about $672.66M)
Amgen: 2,379,427 shares (about $620.18M)

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	$11,839,525,096	$128,245,734 ▼	-1.1%	28,089,273	6.0%	Computer and Technology
NVDA NVIDIA	$11,508,731,706	$72,856,004 ▼	-0.6%	85,703,209	5.8%	Computer and Technology
AAPL Apple	$7,833,589,306	$76,135,358 ▼	-1.0%	31,281,736	4.0%	Computer and Technology
AMZN Amazon.com	$7,165,638,533	$473,669,603 ▲	7.1%	32,662,084	3.6%	Retail/Wholesale
GOOG Alphabet	$5,870,943,585	$279,531,615 ▲	5.0%	30,827,999	3.0%	Computer and Technology
META Meta Platforms	$5,465,072,209	$251,670,783 ▼	-4.4%	9,333,503	2.8%	Computer and Technology
MA Mastercard	$3,611,437,324	$177,571,398 ▼	-4.7%	6,857,650	1.8%	Business Services
AVGO Broadcom	$3,560,642,937	$457,781,019 ▲	14.8%	15,358,690	1.8%	Computer and Technology
LLY Eli Lilly and Company	$3,462,267,198	$347,003,165 ▲	11.1%	4,484,543	1.8%	Medical
UNH UnitedHealth Group	$2,786,392,694	$278,063,724 ▲	11.1%	5,507,957	1.4%	Medical
ORCL Oracle	$2,372,395,604	$62,080,088 ▼	-2.6%	14,236,417	1.2%	Computer and Technology
BKNG Booking	$2,330,957,797	$114,932,613 ▼	-4.7%	469,142	1.2%	Retail/Wholesale
PGR Progressive	$1,680,776,489	$38,066,450 ▼	-2.2%	7,013,823	0.9%	Finance
MRVL Marvell Technology	$1,462,274,364	$94,665,894 ▲	6.9%	13,239,154	0.7%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,457,912,041	$176,851,730 ▲	13.8%	7,381,233	0.7%	Computer and Technology
ARGX argenx	$1,422,262,353	$102,623,837 ▼	-6.7%	2,312,358	0.7%	Medical
FWONK Formula One Group	$1,345,507,742	$66,168,255 ▼	-4.7%	14,520,398	0.7%	Consumer Discretionary
BSX Boston Scientific	$1,337,828,170	$68,535,283 ▼	-4.9%	14,977,816	0.7%	Medical
GDDY GoDaddy	$1,281,264,874	$108,829,026 ▼	-7.8%	6,491,702	0.7%	Computer and Technology
SSNC SS&C Technologies	$1,257,869,194	$40,882,027 ▲	3.4%	16,598,958	0.6%	Computer and Technology
NFLX Netflix	$1,227,468,078	$98,434,119 ▲	8.7%	1,377,081	0.6%	Consumer Discretionary
HWM Howmet Aerospace	$1,197,314,674	$112,228,079 ▲	10.3%	10,947,354	0.6%	Aerospace
MNST Monster Beverage	$1,176,832,397	$8,881,226 ▼	-0.7%	22,390,120	0.6%	Consumer Staples
V Visa	$1,167,500,061	$8,919,912 ▼	-0.8%	3,693,499	0.6%	Business Services
JNJ Johnson & Johnson	$1,149,535,713	$659,356,737 ▲	134.5%	7,948,508	0.6%	Medical
VRTX Vertex Pharmaceuticals	$1,141,277,084	$127,687,086 ▲	12.6%	2,833,889	0.6%	Medical
AXP American Express	$1,034,031,697	$141,544,956 ▼	-12.0%	3,483,938	0.5%	Finance
FLEX Flex	$1,016,813,728	$14,929,288 ▼	-1.4%	26,485,276	0.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,002,619,044	$157,733,330 ▼	-13.6%	4,182,161	0.5%	Finance
ETN Eaton	$998,143,634	$195,266,534 ▲	24.3%	3,007,570	0.5%	Industrial Products
LPLA LPL Financial	$996,031,947	$170,449,305 ▲	20.6%	3,050,529	0.5%	Finance
TJX TJX Companies	$968,758,177	$17,654,972 ▲	1.9%	8,018,894	0.5%	Retail/Wholesale
TFX Teleflex	$936,006,582	$20,894,136 ▼	-2.2%	5,259,056	0.5%	Medical
DOORDASH INC	$928,829,013	$621,848 ▲	0.1%	5,536,995	0.5%	CL A
KLAC KLA	$914,200,114	$161,395,854 ▼	-15.0%	1,450,823	0.5%	Computer and Technology
DHR Danaher	$902,846,360	$11,542,569 ▲	1.3%	3,933,078	0.5%	Medical
NOW ServiceNow	$874,258,385	$13,285,738 ▲	1.5%	824,725	0.4%	Computer and Technology
PCVX Vaxcyte	$865,605,331	$28,364,115 ▼	-3.2%	10,575,363	0.4%	Medical
CRM Salesforce	$861,372,273	$56,533,633 ▲	7.0%	2,576,104	0.4%	Computer and Technology
DE Deere & Company	$860,868,405	$52,190,098 ▼	-5.7%	2,031,771	0.4%	Industrial Products
FERGUSON ENTERPRISES INC	$856,745,810	$10,916,636 ▲	1.3%	4,935,419	0.4%	COMMON STOCK NEW
ICE Intercontinental Exchange	$852,578,344	$178,956,242 ▲	26.6%	5,721,604	0.4%	Finance
TDY Teledyne Technologies	$799,733,506	$6,315,413 ▲	0.8%	1,723,082	0.4%	Aerospace
LAM RESEARCH CORP	$792,161,164	$792,161,164 ▲	New Holding	10,967,975	0.4%	COM NEW
BX Blackstone	$790,878,015	$5,511,114 ▼	-0.7%	4,587,026	0.4%	Finance
ON Onsemi	$780,386,950	$65,697,445 ▲	9.2%	12,377,264	0.4%	Computer and Technology
CDNS Cadence Design Systems	$760,314,492	$85,823,557 ▲	12.7%	2,530,293	0.4%	Computer and Technology
HD Home Depot	$755,295,803	$12,650,677 ▲	1.7%	1,941,275	0.4%	Retail/Wholesale
ABBV AbbVie	$754,553,995	$1,030,877,767 ▼	-57.7%	4,246,045	0.4%	Medical
LVS Las Vegas Sands	$730,294,730	$261,334,726 ▲	55.7%	14,218,581	0.4%	Consumer Discretionary
CME CME Group	$728,260,059	$144,389,161 ▲	24.7%	3,135,753	0.4%	Finance
APPLOVIN CORP	$725,921,331	$35,342,318 ▼	-4.6%	2,241,664	0.4%	COM CL A
AMGN Amgen	$720,393,473	$620,182,286 ▼	-46.3%	2,763,903	0.4%	Medical
BR Broadridge Financial Solutions	$719,160,566	$12,648,421 ▼	-1.7%	3,180,849	0.4%	Business Services
MELI MercadoLibre	$718,427,999	$10,676,458 ▲	1.5%	422,452	0.4%	Retail/Wholesale
WEX WEX	$710,469,559	$19,513,118 ▼	-2.7%	4,052,379	0.4%	Business Services
RVTY Revvity	$709,724,537	$2,639,584 ▲	0.4%	6,358,952	0.4%	Medical
MS Morgan Stanley	$688,273,287	$105,620,868 ▼	-13.3%	5,474,243	0.3%	Finance
MDGL Madrigal Pharmaceuticals	$681,371,644	$83,232,839 ▼	-10.9%	2,208,394	0.3%	Medical
INTU Intuit	$674,457,908	$283,483,338 ▲	72.5%	1,073,103	0.3%	Computer and Technology
ADSK Autodesk	$652,126,622	$198,247,366 ▲	43.7%	2,206,237	0.3%	Computer and Technology
SYK Stryker	$642,544,273	$66,672,037 ▼	-9.4%	1,784,584	0.3%	Medical
ABT Abbott Laboratories	$640,478,545	$10,293,930 ▲	1.6%	5,662,369	0.3%	Medical
LNT Alliant Energy	$636,829,374	$4,553,014 ▲	0.7%	10,768,159	0.3%	Utilities
GOOGL Alphabet	$634,658,021	$49,337,353 ▼	-7.2%	3,352,072	0.3%	Computer and Technology
LINDE PLC	$627,712,925	$175,591,386 ▼	-21.9%	1,499,353	0.3%	SHS
SNPS Synopsys	$626,377,100	$73,176,308 ▲	13.2%	1,290,669	0.3%	Computer and Technology
ARMK Aramark	$606,986,252	$20,678,716 ▲	3.5%	16,268,682	0.3%	Business Services
ACN Accenture	$604,936,217	$45,056,653 ▼	-6.9%	1,719,430	0.3%	Computer and Technology
ASML ASML	$604,916,507	$106,803,461 ▼	-15.0%	872,796	0.3%	Computer and Technology
ASND Ascendis Pharma A/S	$602,910,283	$26,658,973 ▲	4.6%	4,380,382	0.3%	Medical
GE General Electric	$597,411,878	$279,102,241 ▲	87.7%	3,581,799	0.3%	Transportation
AMAT Applied Materials	$596,582,784	$161,786,876 ▼	-21.3%	3,668,323	0.3%	Computer and Technology
CMG Chipotle Mexican Grill	$596,333,368	$3,529,754 ▲	0.6%	9,889,179	0.3%	Retail/Wholesale
MRK Merck & Co., Inc.	$583,418,410	$289,010,083 ▼	-33.1%	5,864,505	0.3%	Medical
WRB W. R. Berkley	$582,683,398	$79,875,978 ▼	-12.1%	9,957,020	0.3%	Finance
JBHT J.B. Hunt Transport Services	$578,571,813	$2,641,135 ▲	0.5%	3,390,200	0.3%	Transportation
DDOG Datadog	$573,922,966	$570,657,804 ▲	17,477.2%	4,016,558	0.3%	Computer and Technology
CTVA Corteva	$572,484,554	$65,180,872 ▼	-10.2%	10,050,711	0.3%	Consumer Staples
FTV Fortive	$566,164,824	$36,934,981 ▼	-6.1%	7,548,858	0.3%	Computer and Technology
CVX Chevron	$564,502,973	$121,092,297 ▲	27.3%	3,897,183	0.3%	Oils/Energy
DOX Amdocs	$561,336,627	$2,790,378 ▼	-0.5%	6,593,101	0.3%	Computer and Technology
LNTH Lantheus	$554,582,700	$233,521,360 ▲	72.7%	6,198,689	0.3%	Medical
GMED Globus Medical	$547,118,824	$31,666,384 ▼	-5.5%	6,614,812	0.3%	Medical
TMO Thermo Fisher Scientific	$544,614,700	$48,208,762 ▲	9.7%	1,046,871	0.3%	Medical
UBER Uber Technologies	$539,126,962	$262,424,672 ▼	-32.7%	8,936,765	0.3%	Computer and Technology
NXPI NXP Semiconductors	$538,095,812	$29,531,039 ▼	-5.2%	2,588,855	0.3%	Computer and Technology
SRPT Sarepta Therapeutics	$526,204,179	$3,670,025 ▼	-0.7%	4,328,323	0.3%	Medical
DT Dynatrace	$508,810,845	$26,848,219 ▲	5.6%	9,361,736	0.3%	Computer and Technology
EQIX Equinix	$505,280,344	$156,725,007 ▲	45.0%	535,847	0.3%	Finance
APH Amphenol	$503,974,809	$273,179,337 ▲	118.4%	7,256,290	0.3%	Computer and Technology
SPOT Spotify Technology	$503,316,449	$385,149,456 ▲	325.9%	1,125,465	0.3%	Business Services
ADP Automatic Data Processing	$496,551,651	$24,169,362 ▼	-4.6%	1,696,271	0.3%	Business Services
TMUS T-Mobile US	$493,093,936	$19,867,245 ▲	4.2%	2,233,725	0.3%	Computer and Technology
SCHW Charles Schwab	$479,800,990	$10,395,889 ▼	-2.1%	6,482,921	0.2%	Finance
TFII TFI International	$478,474,466	$34,874,016 ▼	-6.8%	3,541,936	0.2%	Transportation
MMM 3M	$467,943,695	$25,037,968 ▲	5.7%	3,624,933	0.2%	Multi-Sector Conglomerates
LAMR Lamar Advertising	$466,263,505	$50,958,004 ▼	-9.9%	3,830,071	0.2%	Finance
HCA HCA Healthcare	$461,882,950	$59,786,838 ▲	14.9%	1,538,826	0.2%	Medical
NKE NIKE	$460,159,732	$35,071,451 ▲	8.3%	6,081,021	0.2%	Consumer Discretionary

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

About MarketBeat

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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