Filed: 8/14/2025ACC: 0001085146-25-005104
📋 What this filing means
JANUS HENDERSON GROUP PLC filed this quarterly 13F‑HR report disclosing 2400 equity positions with a total reported market value of $204.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2400
Positions
$204.02B
Total AUM (reported)
1.91B
Total Shares
Allocation by class
COM$143.96B70.6%
CL A$16.79B8.2%
COM NEW$6.62B3.2%
SHS$6.05B3.0%
COM CL A$3.89B1.9%
CAP STK CL C$3.88B1.9%
SPONSORED ADR$3.47B1.7%
Portfolio Concentration
Top 3$35.43B17.4%
4–10$31.47B15.4%
11–25$22.23B10.9%
Rest$114.89B56.3%
Top 3 weight
17.4%
Top 10 weight
32.8%
Voting Authority Distribution
Total shares with voting rights: 1.91B
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
1.77B
shares
% of voting shares92.6%
None
No voting authority
141.91M
shares
% of voting shares7.4%
Investment Discretion (by position count)
Sole0
Shared0
Other2400
Dominant voting typeShared · 92.6% of voting shares
Institutional Holdings2400
Rows:
MICROSOFT CORP
DFNDShares29.42M
TypeSH
Market value$14.64B
7.17%
Sole
0.00
Shared
28.57M
None
853.86K
NVIDIA CORPORATION
DFNDShares85.03M
TypeSH
Market value$13.43B
6.58%
Sole
0.00
Shared
82.46M
None
2.57M
AMAZON COM INC
DFNDShares33.56M
TypeSH
Market value$7.36B
3.61%
Sole
0.00
Shared
32.61M
None
951.25K
META PLATFORMS INC
DFNDShares8.15M
TypeSH
Market value$6.01B
2.95%
Sole
0.00
Shared
7.95M
None
192.82K
BROADCOM INC
DFNDShares21.78M
TypeSH
Market value$6.00B
2.94%
Sole
0.00
Shared
21.31M
None
473.14K
APPLE INC
DFNDShares28.23M
TypeSH
Market value$5.79B
2.84%
Sole
0.00
Shared
27.22M
None
1M
ALPHABET INC
DFNDShares21.87M
TypeSH
Market value$3.88B
1.90%
Sole
0.00
Shared
21.47M
None
397.79K
MASTERCARD INCORPORATED
DFNDShares6.23M
TypeSH
Market value$3.50B
1.72%
Sole
0.00
Shared
6.03M
None
199.15K
ELI LILLY & CO
DFNDShares4.38M
TypeSH
Market value$3.42B
1.68%
Sole
0.00
Shared
4.19M
None
193.16K
ORACLE CORP
DFNDShares13.08M
TypeSH
Market value$2.86B
1.40%
Sole
0.00
Shared
12.80M
None
277.76K
BOOKING HOLDINGS INC
DFNDShares350.25K
TypeSH
Market value$2.03B
0.99%
Sole
0.00
Shared
344.25K
None
6K
HOWMET AEROSPACE INC
DFNDShares9.57M
TypeSH
Market value$1.78B
0.87%
Sole
0.00
Shared
9.35M
None
221.17K
NETFLIX INC
DFNDShares1.30M
TypeSH
Market value$1.74B
0.85%
Sole
0.00
Shared
1.28M
None
22.80K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares7.45M
TypeSH
Market value$1.69B
0.83%
Sole
0.00
Shared
7.25M
None
197.19K
UNITEDHEALTH GROUP INC
DFNDShares4.90M
TypeSH
Market value$1.53B
0.75%
Sole
0.00
Shared
4.69M
None
203.99K
LIBERTY MEDIA CORP DEL
DFNDShares13.54M
TypeSH
Market value$1.41B
0.69%
Sole
0.00
Shared
13.26M
None
282.15K
ARGENX SE
DFNDShares2.57M
TypeSH
Market value$1.41B
0.69%
Sole
0.00
Shared
2.48M
None
82.04K
KLA CORP
DFNDShares1.55M
TypeSH
Market value$1.39B
0.68%
Sole
0.00
Shared
1.51M
None
45.92K
SS&C TECHNOLOGIES HLDGS INC
DFNDShares16.50M
TypeSH
Market value$1.37B
0.67%
Sole
0.00
Shared
15.95M
None
549K
EATON CORP PLC
DFNDShares3.73M
TypeSH
Market value$1.33B
0.65%
Sole
0.00
Shared
3.62M
None
106.73K
FLEX LTD
DFNDShares26.48M
TypeSH
Market value$1.32B
0.65%
Sole
0.00
Shared
25.40M
None
1.08M
FERGUSON ENTERPRISES INC
DFNDShares6.03M
TypeSH
Market value$1.31B
0.64%
Sole
0.00
Shared
5.85M
None
181.43K
DOORDASH INC
DFNDShares5.32M
TypeSH
Market value$1.31B
0.64%
Sole
0.00
Shared
5.18M
None
146.82K
BOSTON SCIENTIFIC CORP
DFNDShares12.16M
TypeSH
Market value$1.31B
0.64%
Sole
0.00
Shared
11.56M
None
598.35K
INTUIT
DFNDShares1.64M
TypeSH
Market value$1.29B
0.63%
Sole
0.00
Shared
1.61M
None
23.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 29.42M | SH | $14.64B 7.17% | 0.00 | 28.57M | 853.86K |
NVIDIA CORPORATIONDFND | COM | 85.03M | SH | $13.43B 6.58% | 0.00 | 82.46M | 2.57M |
AMAZON COM INCDFND | COM | 33.56M | SH | $7.36B 3.61% | 0.00 | 32.61M | 951.25K |
META PLATFORMS INCDFND | CL A | 8.15M | SH | $6.01B 2.95% | 0.00 | 7.95M | 192.82K |
BROADCOM INCDFND | COM | 21.78M | SH | $6.00B 2.94% | 0.00 | 21.31M | 473.14K |
APPLE INCDFND | COM | 28.23M | SH | $5.79B 2.84% | 0.00 | 27.22M | 1M |
ALPHABET INCDFND | CAP STK CL C | 21.87M | SH | $3.88B 1.90% | 0.00 | 21.47M | 397.79K |
MASTERCARD INCORPORATEDDFND | CL A | 6.23M | SH | $3.50B 1.72% | 0.00 | 6.03M | 199.15K |
ELI LILLY & CODFND | COM | 4.38M | SH | $3.42B 1.68% | 0.00 | 4.19M | 193.16K |
ORACLE CORPDFND | COM | 13.08M | SH | $2.86B 1.40% | 0.00 | 12.80M | 277.76K |
BOOKING HOLDINGS INCDFND | COM | 350.25K | SH | $2.03B 0.99% | 0.00 | 344.25K | 6K |
HOWMET AEROSPACE INCDFND | COM | 9.57M | SH | $1.78B 0.87% | 0.00 | 9.35M | 221.17K |
NETFLIX INCDFND | COM | 1.30M | SH | $1.74B 0.85% | 0.00 | 1.28M | 22.80K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 7.45M | SH | $1.69B 0.83% | 0.00 | 7.25M | 197.19K |
UNITEDHEALTH GROUP INCDFND | COM | 4.90M | SH | $1.53B 0.75% | 0.00 | 4.69M | 203.99K |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 13.54M | SH | $1.41B 0.69% | 0.00 | 13.26M | 282.15K |
ARGENX SEDFND | SPONSORED ADR | 2.57M | SH | $1.41B 0.69% | 0.00 | 2.48M | 82.04K |
KLA CORPDFND | COM NEW | 1.55M | SH | $1.39B 0.68% | 0.00 | 1.51M | 45.92K |
SS&C TECHNOLOGIES HLDGS INCDFND | COM | 16.50M | SH | $1.37B 0.67% | 0.00 | 15.95M | 549K |
EATON CORP PLCDFND | SHS | 3.73M | SH | $1.33B 0.65% | 0.00 | 3.62M | 106.73K |
FLEX LTDDFND | ORD | 26.48M | SH | $1.32B 0.65% | 0.00 | 25.40M | 1.08M |
FERGUSON ENTERPRISES INCDFND | COMMON STOCK NEW | 6.03M | SH | $1.31B 0.64% | 0.00 | 5.85M | 181.43K |
DOORDASH INCDFND | CL A | 5.32M | SH | $1.31B 0.64% | 0.00 | 5.18M | 146.82K |
BOSTON SCIENTIFIC CORPDFND | COM | 12.16M | SH | $1.31B 0.64% | 0.00 | 11.56M | 598.35K |
INTUITDFND | COM | 1.64M | SH | $1.29B 0.63% | 0.00 | 1.61M | 23.52K |
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