Janus Henderson Group Top Holdings and 13F Report (2024)

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 $195.38 billion in total holdings as of September 30, 2024.
Janus Henderson Group owns shares of 2,528 different stocks, but just 158 companies or ETFs make up 80% of its holdings.
Approximately 7.94% of the portfolio was purchased this quarter.
About 7.96% of the portfolio was sold this quarter.
This quarter, Janus Henderson Group has purchased 2,518 new stocks and bought additional shares in 700 stocks.
Janus Henderson Group sold shares of 682 stocks and completely divested from 64 stocks this quarter.

Largest Holdings

Microsoft: $12,217,314,805
NVIDIA: $10,474,248,230
Apple: $7,359,466,862
Amazon.com: $5,683,574,719
Meta Platforms: $5,588,799,647

Largest New Holdings this Quarter

FERGUSON ENTERPRISES INC: $966,753,818 Holding
TE CONNECTIVITY PLC: $439,026,937 Holding
JANUS DETROIT STR TR: $228,070,413 Holding
LINEAGE INC: $131,875,471 Holding
Colliers International Group: $69,919,891 Holding

Largest Purchases this Quarter

Broadcom: 12,423,153 shares (about $2.14B)
FERGUSON ENTERPRISES INC: 4,872,532 shares (about $966.75M)
Monster Beverage: 11,779,162 shares (about $614.52M)
Intercontinental Exchange: 3,460,096 shares (about $555.83M)
TE CONNECTIVITY PLC: 2,907,367 shares (about $439.03M)

Largest Sales this Quarter

Texas Instruments: 3,734,182 shares (about $771.36M)
Deere & Company: 1,430,035 shares (about $596.80M)
Meta Platforms: 949,243 shares (about $543.37M)
Microsoft: 1,186,004 shares (about $510.32M)
JPMorgan Chase & Co.: 2,031,102 shares (about $428.26M)

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	$12,217,314,805	$510,319,822 ▼	-4.0%	28,393,536	6.3%	Computer and Technology
NVDA NVIDIA	$10,474,248,230	$309,811,822 ▼	-2.9%	86,245,753	5.4%	Computer and Technology
AAPL Apple	$7,359,466,862	$4,885,067 ▲	0.1%	31,585,766	3.8%	Computer and Technology
AMZN Amazon.com	$5,683,574,719	$180,594,353 ▲	3.3%	30,503,025	2.9%	Retail/Wholesale
META Meta Platforms	$5,588,799,647	$543,373,569 ▼	-8.9%	9,763,318	2.9%	Computer and Technology
GOOG Alphabet	$4,908,719,309	$23,215,280 ▼	-0.5%	29,360,194	2.5%	Computer and Technology
LLY Eli Lilly and Company	$3,574,752,001	$94,051,695 ▼	-2.6%	4,035,083	1.8%	Medical
MA Mastercard	$3,552,723,114	$170,453,145 ▼	-4.6%	7,194,835	1.8%	Business Services
UNH UnitedHealth Group	$2,899,000,284	$6,447,811 ▼	-0.2%	4,958,299	1.5%	Medical
ORCL Oracle	$2,489,344,887	$9,349,431 ▲	0.4%	14,608,951	1.3%	Computer and Technology
AVGO Broadcom	$2,308,618,420	$2,142,869,833 ▲	1,292.8%	13,384,070	1.2%	Computer and Technology
BKNG Booking	$2,073,507,591	$9,776,285 ▲	0.5%	492,274	1.1%	Retail/Wholesale
ABBV AbbVie	$1,984,042,017	$277,176,094 ▼	-12.3%	10,047,026	1.0%	Medical
PGR Progressive	$1,820,095,048	$169,320,202 ▼	-8.5%	7,172,673	0.9%	Finance
AMGN Amgen	$1,657,182,786	$173,519,394 ▲	11.7%	5,143,330	0.8%	Medical
AMD Advanced Micro Devices	$1,432,146,673	$67,786,717 ▼	-4.5%	8,728,088	0.7%	Computer and Technology
ARGX argenx	$1,343,796,519	$5,948,744 ▲	0.4%	2,479,207	0.7%	Medical
TFX Teleflex	$1,329,703,713	$36,392,385 ▲	2.8%	5,376,452	0.7%	Medical
KLAC KLA	$1,321,861,697	$57,585,714 ▼	-4.2%	1,706,956	0.7%	Computer and Technology
BSX Boston Scientific	$1,319,436,616	$215,528,892 ▼	-14.0%	15,745,111	0.7%	Medical
PCVX Vaxcyte	$1,247,953,939	$234,577,926 ▲	23.1%	10,921,896	0.6%	Medical
WDAY Workday	$1,218,415,230	$117,428,923 ▲	10.7%	4,985,131	0.6%	Computer and Technology
SSNC SS&C Technologies	$1,191,773,562	$60,666,745 ▲	5.4%	16,059,475	0.6%	Computer and Technology
FWONK Formula One Group	$1,179,576,579	$19,451,651 ▼	-1.6%	15,234,470	0.6%	Consumer Discretionary
MNST Monster Beverage	$1,176,912,788	$614,521,471 ▲	109.3%	22,559,092	0.6%	Consumer Staples
VRTX Vertex Pharmaceuticals	$1,170,505,778	$46,560,145 ▲	4.1%	2,516,831	0.6%	Medical
TSM Taiwan Semiconductor Manufacturing	$1,126,419,531	$186,772,586 ▲	19.9%	6,485,854	0.6%	Computer and Technology
GDDY GoDaddy	$1,104,217,161	$98,582,959 ▼	-8.2%	7,043,099	0.6%	Computer and Technology
DHR Danaher	$1,079,478,692	$25,745,383 ▼	-2.3%	3,882,795	0.6%	Multi-Sector Conglomerates
AXP American Express	$1,074,168,011	$9,001,838 ▲	0.8%	3,960,842	0.5%	Finance
V Visa	$1,023,166,725	$52,195,354 ▼	-4.9%	3,721,718	0.5%	Business Services
JPM JPMorgan Chase & Co.	$1,020,538,136	$428,258,783 ▼	-29.6%	4,840,104	0.5%	Finance
UBER Uber Technologies	$998,766,514	$154,569,555 ▲	18.3%	13,286,812	0.5%	Computer and Technology
MRK Merck & Co., Inc.	$995,888,460	$218,156,797 ▼	-18.0%	8,769,626	0.5%	Medical
HWM Howmet Aerospace	$994,601,892	$94,593,617 ▼	-8.7%	9,921,224	0.5%	Aerospace
FERGUSON ENTERPRISES INC	$966,753,818	$966,753,818 ▲	New Holding	4,872,532	0.5%	COMMON STOCK NEW
AMAT Applied Materials	$942,187,130	$380,693,561 ▲	67.8%	4,663,133	0.5%	Computer and Technology
TJX TJX Companies	$925,339,110	$60,230,955 ▼	-6.1%	7,872,755	0.5%	Retail/Wholesale
LINDE PLC	$914,898,272	$24,886,881 ▼	-2.6%	1,918,770	0.5%	SHS
DE Deere & Company	$899,323,466	$596,796,131 ▼	-39.9%	2,154,947	0.5%	Industrial Products
NFLX Netflix	$898,444,645	$10,589,973 ▲	1.2%	1,266,649	0.5%	Consumer Discretionary
FLEX Flex	$898,388,720	$11,525,583 ▲	1.3%	26,874,144	0.5%	Computer and Technology
MRVL Marvell Technology	$893,012,078	$61,261,725 ▼	-6.4%	12,382,067	0.5%	Business Services
WEX WEX	$873,250,736	$5,319,817 ▲	0.6%	4,163,678	0.4%	Business Services
ASML ASML	$855,662,315	$9,638,217 ▼	-1.1%	1,026,896	0.4%	Computer and Technology
MELI MercadoLibre	$853,899,369	$23,384,188 ▼	-2.7%	416,174	0.4%	Retail/Wholesale
PG Procter & Gamble	$849,996,595	$81,039,695 ▼	-8.7%	4,907,637	0.4%	Consumer Staples
MCD McDonald's	$841,966,498	$6,049,567 ▲	0.7%	2,765,049	0.4%	Retail/Wholesale
ON Onsemi	$823,056,599	$15,083,244 ▼	-1.8%	11,335,275	0.4%	Computer and Technology
HON Honeywell International	$822,457,560	$54,940,237 ▲	7.2%	3,978,872	0.4%	Multi-Sector Conglomerates
RVTY Revvity	$809,331,701	$13,848,174 ▲	1.7%	6,335,302	0.4%	Medical
ETN Eaton	$801,797,671	$198,096,258 ▲	32.8%	2,419,200	0.4%	Industrial Products
DOORDASH INC	$789,765,603	$99,977,294 ▲	14.5%	5,533,288	0.4%	CL A
HD Home Depot	$773,275,129	$81,574,376 ▲	11.8%	1,908,760	0.4%	Retail/Wholesale
TDY Teledyne Technologies	$748,167,291	$4,099,990 ▲	0.6%	1,709,475	0.4%	Aerospace
NOW ServiceNow	$726,326,084	$1,576,614 ▼	-0.2%	812,192	0.4%	Computer and Technology
ICE Intercontinental Exchange	$726,196,153	$555,830,360 ▲	326.3%	4,520,639	0.4%	Finance
SYK Stryker	$711,593,926	$10,267,363 ▲	1.5%	1,969,757	0.4%	Medical
BX Blackstone	$707,302,098	$5,687,064 ▼	-0.8%	4,618,990	0.4%	Finance
BR Broadridge Financial Solutions	$696,005,374	$11,053,152 ▼	-1.6%	3,236,793	0.4%	Business Services
CRM Salesforce	$658,812,776	$17,425,621 ▼	-2.6%	2,407,029	0.3%	Computer and Technology
MS Morgan Stanley	$658,215,143	$46,097,518 ▼	-6.5%	6,314,308	0.3%	Finance
CTVA Corteva	$658,155,485	$16,951,064 ▼	-2.5%	11,195,046	0.3%	Consumer Staples
NXPI NXP Semiconductors	$655,453,016	$4,835,015 ▲	0.7%	2,730,933	0.3%	Computer and Technology
ACN Accenture	$653,042,853	$18,025,436 ▲	2.8%	1,847,496	0.3%	Computer and Technology
LNT Alliant Energy	$648,847,083	$3,951,525 ▲	0.6%	10,691,172	0.3%	Utilities
WRB W. R. Berkley	$642,293,779	$217,005,448 ▲	51.0%	11,321,958	0.3%	Finance
ABT Abbott Laboratories	$635,187,511	$198,315,777 ▼	-23.8%	5,571,362	0.3%	Medical
FTV Fortive	$634,701,468	$77,148,363 ▲	13.8%	8,041,324	0.3%	Computer and Technology
ASND Ascendis Pharma A/S	$625,074,910	$39,994,729 ▲	6.8%	4,186,694	0.3%	Medical
ARMK Aramark	$608,618,603	$34,713,133 ▲	6.0%	15,714,443	0.3%	Consumer Staples
CDNS Cadence Design Systems	$608,372,658	$20,935,919 ▲	3.6%	2,244,676	0.3%	Computer and Technology
GOOGL Alphabet	$599,367,081	$13,865,724 ▼	-2.3%	3,612,657	0.3%	Computer and Technology
TXN Texas Instruments	$594,105,162	$771,359,421 ▼	-56.5%	2,876,087	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$590,222,305	$18,466,811 ▼	-3.0%	954,203	0.3%	Medical
LPLA LPL Financial	$588,207,208	$3,184,255 ▼	-0.5%	2,528,497	0.3%	Finance
JBHT J.B. Hunt Transport Services	$581,566,506	$3,888,284 ▲	0.7%	3,374,724	0.3%	Transportation
DOX Amdocs	$579,631,596	$9,741,511 ▲	1.7%	6,625,875	0.3%	Computer and Technology
SNPS Synopsys	$577,288,873	$41,122,236 ▲	7.7%	1,139,887	0.3%	Computer and Technology
WAB Westinghouse Air Brake Technologies	$572,779,857	$231,010,398 ▼	-28.7%	3,151,283	0.3%	Transportation
LAMR Lamar Advertising	$567,631,939	$15,907,792 ▲	2.9%	4,248,660	0.3%	Finance
CMG Chipotle Mexican Grill	$566,438,609	$29,877,017 ▲	5.6%	9,830,644	0.3%	Retail/Wholesale
CME CME Group	$554,707,126	$83,860,278 ▲	17.8%	2,514,040	0.3%	Finance
JNJ Johnson & Johnson	$549,223,261	$381,832,202 ▲	228.1%	3,389,361	0.3%	Medical
HCA HCA Healthcare	$544,467,295	$58,523,697 ▲	12.0%	1,339,638	0.3%	Medical
SRPT Sarepta Therapeutics	$544,407,708	$67,842,260 ▲	14.2%	4,358,511	0.3%	Medical
IR Ingersoll Rand	$536,691,140	$358,971 ▼	-0.1%	5,467,511	0.3%	Industrial Products
CZR Caesars Entertainment	$526,308,704	$82,776,550 ▲	18.7%	12,609,243	0.3%	Consumer Discretionary
MDGL Madrigal Pharmaceuticals	$525,892,671	$1,610,893 ▼	-0.3%	2,478,160	0.3%	Medical
TFII TFI International	$520,193,601	$219,434 ▼	0.0%	3,800,093	0.3%	Transportation
AMT American Tower	$517,316,422	$29,171,151 ▲	6.0%	2,224,497	0.3%	Finance
GMED Globus Medical	$500,611,799	$27,701,790 ▼	-5.2%	6,997,667	0.3%	Medical
CSGP CoStar Group	$499,958,145	$413,961,979 ▼	-45.3%	6,627,229	0.3%	Computer and Technology
NKE NIKE	$496,586,474	$38,643,491 ▲	8.4%	5,617,551	0.3%	Consumer Discretionary
ADP Automatic Data Processing	$492,254,408	$5,934,163 ▼	-1.2%	1,778,836	0.3%	Business Services
MMC Marsh & McLennan Companies	$484,362,733	$4,149,506 ▼	-0.8%	2,171,137	0.2%	Finance
STZ Constellation Brands	$477,515,263	$5,528,421 ▲	1.2%	1,853,081	0.2%	Consumer Staples
DT Dynatrace	$474,158,594	$351,726 ▼	-0.1%	8,867,749	0.2%	Computer and Technology
MMM 3M	$469,011,134	$2,215,755 ▼	-0.5%	3,430,976	0.2%	Multi-Sector Conglomerates
LVS Las Vegas Sands	$459,629,518	$282,557,686 ▲	159.6%	9,130,486	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Janus Henderson Group Top Holdings and 13F Report (2024)

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 (2024)

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