Filed: 11/14/2025ACC: 0001085146-25-005993
📋 What this filing means
JANUS HENDERSON GROUP PLC filed this quarterly 13F‑HR report disclosing 2396 equity positions with a total reported market value of $219.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2396
Positions
$219.04B
Total AUM (reported)
1.92B
Total Shares
Allocation by class
COM$151.82B69.3%
CL A$17.18B7.8%
COM NEW$7.52B3.4%
SHS$5.96B2.7%
CAP STK CL C$5.87B2.7%
COM CL A$5.44B2.5%
SPONSORED ADR$3.97B1.8%
Portfolio Concentration
Top 3$38.16B17.4%
4–10$36.57B16.7%
11–25$24.74B11.3%
Rest$119.57B54.6%
Top 3 weight
17.4%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 1.92B
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
1.78B
shares
% of voting shares92.7%
None
No voting authority
140.76M
shares
% of voting shares7.3%
Investment Discretion (by position count)
Sole0
Shared0
Other2396
Dominant voting typeShared · 92.7% of voting shares
Institutional Holdings2396
Rows:
NVIDIA CORPORATION
DFNDShares84.66M
TypeSH
Market value$15.80B
7.21%
Sole
0.00
Shared
82.15M
None
2.51M
MICROSOFT CORP
DFNDShares29.01M
TypeSH
Market value$15.02B
6.86%
Sole
0.00
Shared
28.17M
None
837.73K
AMAZON COM INC
DFNDShares33.45M
TypeSH
Market value$7.34B
3.35%
Sole
0.00
Shared
32.50M
None
945.86K
APPLE INC
DFNDShares28.34M
TypeSH
Market value$7.22B
3.29%
Sole
0.00
Shared
27.32M
None
1.02M
BROADCOM INC
DFNDShares20.91M
TypeSH
Market value$6.90B
3.15%
Sole
0.00
Shared
20.45M
None
458.06K
ALPHABET INC
DFNDShares24.09M
TypeSH
Market value$5.87B
2.68%
Sole
0.00
Shared
23.65M
None
435.19K
META PLATFORMS INC
DFNDShares7.91M
TypeSH
Market value$5.81B
2.65%
Sole
0.00
Shared
7.73M
None
185.62K
ORACLE CORP
DFNDShares13.39M
TypeSH
Market value$3.77B
1.72%
Sole
0.00
Shared
13.12M
None
275.30K
MASTERCARD INCORPORATED
DFNDShares6.26M
TypeSH
Market value$3.56B
1.63%
Sole
0.00
Shared
6.07M
None
191.63K
ELI LILLY & CO
DFNDShares4.53M
TypeSH
Market value$3.45B
1.58%
Sole
0.00
Shared
4.33M
None
196.18K
APPLOVIN CORP
DFNDShares3.55M
TypeSH
Market value$2.55B
1.16%
Sole
0.00
Shared
3.44M
None
105.85K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares7.70M
TypeSH
Market value$2.15B
0.98%
Sole
0.00
Shared
7.51M
None
189.23K
ARGENX SE
DFNDShares2.58M
TypeSH
Market value$1.90B
0.87%
Sole
0.00
Shared
2.47M
None
109.86K
BOOKING HOLDINGS INC
DFNDShares346.04K
TypeSH
Market value$1.87B
0.85%
Sole
0.00
Shared
340.41K
None
5.63K
HOWMET AEROSPACE INC
DFNDShares8.38M
TypeSH
Market value$1.65B
0.75%
Sole
0.00
Shared
8.19M
None
194.02K
EATON CORP PLC
DFNDShares4.35M
TypeSH
Market value$1.63B
0.74%
Sole
0.00
Shared
4.23M
None
120.10K
KLA CORP
DFNDShares1.50M
TypeSH
Market value$1.61B
0.74%
Sole
0.00
Shared
1.45M
None
46.47K
NETFLIX INC
DFNDShares1.30M
TypeSH
Market value$1.55B
0.71%
Sole
0.00
Shared
1.27M
None
22.36K
FLEX LTD
DFNDShares26.31M
TypeSH
Market value$1.53B
0.70%
Sole
0.00
Shared
25.24M
None
1.07M
SS&C TECHNOLOGIES HLDGS INC
DFNDShares16.54M
TypeSH
Market value$1.47B
0.67%
Sole
0.00
Shared
16M
None
540.30K
BLACKSTONE INC
DFNDShares8.23M
TypeSH
Market value$1.41B
0.64%
Sole
0.00
Shared
8M
None
237.52K
DOORDASH INC
DFNDShares5.11M
TypeSH
Market value$1.39B
0.63%
Sole
0.00
Shared
4.97M
None
140.49K
JPMORGAN CHASE & CO.
DFNDShares4.36M
TypeSH
Market value$1.38B
0.63%
Sole
0.00
Shared
4.18M
None
185.34K
DANAHER CORPORATION
DFNDShares6.91M
TypeSH
Market value$1.37B
0.63%
Sole
0.00
Shared
6.69M
None
222.78K
JOHNSON & JOHNSON
DFNDShares7M
TypeSH
Market value$1.30B
0.59%
Sole
0.00
Shared
6.67M
None
325.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 84.66M | SH | $15.80B 7.21% | 0.00 | 82.15M | 2.51M |
MICROSOFT CORPDFND | COM | 29.01M | SH | $15.02B 6.86% | 0.00 | 28.17M | 837.73K |
AMAZON COM INCDFND | COM | 33.45M | SH | $7.34B 3.35% | 0.00 | 32.50M | 945.86K |
APPLE INCDFND | COM | 28.34M | SH | $7.22B 3.29% | 0.00 | 27.32M | 1.02M |
BROADCOM INCDFND | COM | 20.91M | SH | $6.90B 3.15% | 0.00 | 20.45M | 458.06K |
ALPHABET INCDFND | CAP STK CL C | 24.09M | SH | $5.87B 2.68% | 0.00 | 23.65M | 435.19K |
META PLATFORMS INCDFND | CL A | 7.91M | SH | $5.81B 2.65% | 0.00 | 7.73M | 185.62K |
ORACLE CORPDFND | COM | 13.39M | SH | $3.77B 1.72% | 0.00 | 13.12M | 275.30K |
MASTERCARD INCORPORATEDDFND | CL A | 6.26M | SH | $3.56B 1.63% | 0.00 | 6.07M | 191.63K |
ELI LILLY & CODFND | COM | 4.53M | SH | $3.45B 1.58% | 0.00 | 4.33M | 196.18K |
APPLOVIN CORPDFND | COM CL A | 3.55M | SH | $2.55B 1.16% | 0.00 | 3.44M | 105.85K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 7.70M | SH | $2.15B 0.98% | 0.00 | 7.51M | 189.23K |
ARGENX SEDFND | SPONSORED ADR | 2.58M | SH | $1.90B 0.87% | 0.00 | 2.47M | 109.86K |
BOOKING HOLDINGS INCDFND | COM | 346.04K | SH | $1.87B 0.85% | 0.00 | 340.41K | 5.63K |
HOWMET AEROSPACE INCDFND | COM | 8.38M | SH | $1.65B 0.75% | 0.00 | 8.19M | 194.02K |
EATON CORP PLCDFND | SHS | 4.35M | SH | $1.63B 0.74% | 0.00 | 4.23M | 120.10K |
KLA CORPDFND | COM NEW | 1.50M | SH | $1.61B 0.74% | 0.00 | 1.45M | 46.47K |
NETFLIX INCDFND | COM | 1.30M | SH | $1.55B 0.71% | 0.00 | 1.27M | 22.36K |
FLEX LTDDFND | ORD | 26.31M | SH | $1.53B 0.70% | 0.00 | 25.24M | 1.07M |
SS&C TECHNOLOGIES HLDGS INCDFND | COM | 16.54M | SH | $1.47B 0.67% | 0.00 | 16M | 540.30K |
BLACKSTONE INCDFND | COM | 8.23M | SH | $1.41B 0.64% | 0.00 | 8M | 237.52K |
DOORDASH INCDFND | CL A | 5.11M | SH | $1.39B 0.63% | 0.00 | 4.97M | 140.49K |
JPMORGAN CHASE & CO.DFND | COM | 4.36M | SH | $1.38B 0.63% | 0.00 | 4.18M | 185.34K |
DANAHER CORPORATIONDFND | COM | 6.91M | SH | $1.37B 0.63% | 0.00 | 6.69M | 222.78K |
JOHNSON & JOHNSONDFND | COM | 7M | SH | $1.30B 0.59% | 0.00 | 6.67M | 325.03K |
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