Filed: 5/15/2025ACC: 0001085146-25-003208
📋 What this filing means
JANUS HENDERSON GROUP PLC filed this quarterly 13F‑HR report disclosing 2478 equity positions with a total reported market value of $182.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2478
Positions
$182.44B
Total AUM (reported)
1.97B
Total Shares
Allocation by class
COM$129.27B70.9%
CL A$15.44B8.5%
COM NEW$5.37B2.9%
SHS$5.16B2.8%
CAP STK CL C$4.84B2.7%
COM CL A$3.22B1.8%
SPONSORED ADR$3.13B1.7%
Portfolio Concentration
Top 3$26.49B14.5%
4–10$29.57B16.2%
11–25$20.69B11.3%
Rest$105.68B57.9%
Top 3 weight
14.5%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 1.97B
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
1.83B
shares
% of voting shares92.7%
None
No voting authority
144.62M
shares
% of voting shares7.3%
Investment Discretion (by position count)
Sole0
Shared0
Other2478
Dominant voting typeShared · 92.7% of voting shares
Institutional Holdings2478
Rows:
MICROSOFT CORP
DFNDShares28.95M
TypeSH
Market value$10.96B
6.01%
Sole
0.00
Shared
28.10M
None
842.87K
NVIDIA CORPORATION
DFNDShares81.55M
TypeSH
Market value$8.94B
4.90%
Sole
0.00
Shared
79.17M
None
2.38M
AMAZON COM INC
DFNDShares34.15M
TypeSH
Market value$6.58B
3.61%
Sole
0.00
Shared
33.23M
None
916.27K
APPLE INC
DFNDShares29.61M
TypeSH
Market value$6.45B
3.54%
Sole
0.00
Shared
28.52M
None
1.09M
META PLATFORMS INC
DFNDShares8.40M
TypeSH
Market value$4.85B
2.66%
Sole
0.00
Shared
8.20M
None
203.91K
ALPHABET INC
DFNDShares31M
TypeSH
Market value$4.84B
2.65%
Sole
0.00
Shared
30.49M
None
507.66K
ELI LILLY & CO
DFNDShares4.53M
TypeSH
Market value$3.73B
2.04%
Sole
0.00
Shared
4.34M
None
197.17K
MASTERCARD INCORPORATED
DFNDShares6.79M
TypeSH
Market value$3.67B
2.01%
Sole
0.00
Shared
6.57M
None
216.74K
BROADCOM INC
DFNDShares20.51M
TypeSH
Market value$3.47B
1.90%
Sole
0.00
Shared
20.11M
None
400.58K
UNITEDHEALTH GROUP INC
DFNDShares4.98M
TypeSH
Market value$2.57B
1.41%
Sole
0.00
Shared
4.77M
None
207.66K
ORACLE CORP
DFNDShares14.31M
TypeSH
Market value$2.02B
1.10%
Sole
0.00
Shared
14.03M
None
280.08K
PROGRESSIVE CORP
DFNDShares6.30M
TypeSH
Market value$1.76B
0.96%
Sole
0.00
Shared
6.04M
None
258.26K
BOOKING HOLDINGS INC
DFNDShares346.13K
TypeSH
Market value$1.60B
0.88%
Sole
0.00
Shared
340.50K
None
5.63K
HOWMET AEROSPACE INC
DFNDShares11.17M
TypeSH
Market value$1.45B
0.79%
Sole
0.00
Shared
10.92M
None
253.79K
BOSTON SCIENTIFIC CORP
DFNDShares13.99M
TypeSH
Market value$1.39B
0.76%
Sole
0.00
Shared
13.32M
None
665.89K
VERTEX PHARMACEUTICALS INC
DFNDShares2.75M
TypeSH
Market value$1.35B
0.74%
Sole
0.00
Shared
2.60M
None
152.83K
SS&C TECHNOLOGIES HLDGS INC
DFNDShares16.37M
TypeSH
Market value$1.34B
0.74%
Sole
0.00
Shared
15.83M
None
539.30K
VISA INC
DFNDShares3.87M
TypeSH
Market value$1.33B
0.73%
Sole
0.00
Shared
3.78M
None
90.93K
LIBERTY MEDIA CORP DEL
DFNDShares14.31M
TypeSH
Market value$1.27B
0.70%
Sole
0.00
Shared
14.01M
None
299K
NETFLIX INC
DFNDShares1.36M
TypeSH
Market value$1.27B
0.70%
Sole
0.00
Shared
1.34M
None
22.54K
ARGENX SE
DFNDShares2.14M
TypeSH
Market value$1.26B
0.69%
Sole
0.00
Shared
2.07M
None
70.64K
JOHNSON & JOHNSON
DFNDShares7.46M
TypeSH
Market value$1.22B
0.67%
Sole
0.00
Shared
7.15M
None
309.57K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares7.07M
TypeSH
Market value$1.17B
0.64%
Sole
0.00
Shared
6.89M
None
177.68K
MONSTER BEVERAGE CORP NEW
DFNDShares20.13M
TypeSH
Market value$1.17B
0.64%
Sole
0.00
Shared
19.73M
None
402.83K
KLA CORP
DFNDShares1.63M
TypeSH
Market value$1.10B
0.60%
Sole
0.00
Shared
1.58M
None
48.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 28.95M | SH | $10.96B 6.01% | 0.00 | 28.10M | 842.87K |
NVIDIA CORPORATIONDFND | COM | 81.55M | SH | $8.94B 4.90% | 0.00 | 79.17M | 2.38M |
AMAZON COM INCDFND | COM | 34.15M | SH | $6.58B 3.61% | 0.00 | 33.23M | 916.27K |
APPLE INCDFND | COM | 29.61M | SH | $6.45B 3.54% | 0.00 | 28.52M | 1.09M |
META PLATFORMS INCDFND | CL A | 8.40M | SH | $4.85B 2.66% | 0.00 | 8.20M | 203.91K |
ALPHABET INCDFND | CAP STK CL C | 31M | SH | $4.84B 2.65% | 0.00 | 30.49M | 507.66K |
ELI LILLY & CODFND | COM | 4.53M | SH | $3.73B 2.04% | 0.00 | 4.34M | 197.17K |
MASTERCARD INCORPORATEDDFND | CL A | 6.79M | SH | $3.67B 2.01% | 0.00 | 6.57M | 216.74K |
BROADCOM INCDFND | COM | 20.51M | SH | $3.47B 1.90% | 0.00 | 20.11M | 400.58K |
UNITEDHEALTH GROUP INCDFND | COM | 4.98M | SH | $2.57B 1.41% | 0.00 | 4.77M | 207.66K |
ORACLE CORPDFND | COM | 14.31M | SH | $2.02B 1.10% | 0.00 | 14.03M | 280.08K |
PROGRESSIVE CORPDFND | COM | 6.30M | SH | $1.76B 0.96% | 0.00 | 6.04M | 258.26K |
BOOKING HOLDINGS INCDFND | COM | 346.13K | SH | $1.60B 0.88% | 0.00 | 340.50K | 5.63K |
HOWMET AEROSPACE INCDFND | COM | 11.17M | SH | $1.45B 0.79% | 0.00 | 10.92M | 253.79K |
BOSTON SCIENTIFIC CORPDFND | COM | 13.99M | SH | $1.39B 0.76% | 0.00 | 13.32M | 665.89K |
VERTEX PHARMACEUTICALS INCDFND | COM | 2.75M | SH | $1.35B 0.74% | 0.00 | 2.60M | 152.83K |
SS&C TECHNOLOGIES HLDGS INCDFND | COM | 16.37M | SH | $1.34B 0.74% | 0.00 | 15.83M | 539.30K |
VISA INCDFND | COM CL A | 3.87M | SH | $1.33B 0.73% | 0.00 | 3.78M | 90.93K |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 14.31M | SH | $1.27B 0.70% | 0.00 | 14.01M | 299K |
NETFLIX INCDFND | COM | 1.36M | SH | $1.27B 0.70% | 0.00 | 1.34M | 22.54K |
ARGENX SEDFND | SPONSORED ADR | 2.14M | SH | $1.26B 0.69% | 0.00 | 2.07M | 70.64K |
JOHNSON & JOHNSONDFND | COM | 7.46M | SH | $1.22B 0.67% | 0.00 | 7.15M | 309.57K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 7.07M | SH | $1.17B 0.64% | 0.00 | 6.89M | 177.68K |
MONSTER BEVERAGE CORP NEWDFND | COM | 20.13M | SH | $1.17B 0.64% | 0.00 | 19.73M | 402.83K |
KLA CORPDFND | COM NEW | 1.63M | SH | $1.10B 0.60% | 0.00 | 1.58M | 48.03K |
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