Filed: 2/17/2026ACC: 0001085146-26-000226
📋 What this filing means
JANUS HENDERSON GROUP PLC filed this quarterly 13F‑HR report disclosing 2406 equity positions with a total reported market value of $223.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2406
Positions
$223.31B
Total AUM (reported)
1.97B
Total Shares
Allocation by class
COM$153.18B68.6%
CL A$15.24B6.8%
COM NEW$9.01B4.0%
CAP STK CL C$7.69B3.4%
COM CL A$5.76B2.6%
SHS$5.55B2.5%
SPONSORED ADR$4.26B1.9%
Portfolio Concentration
Top 3$36.10B16.2%
4–10$36.65B16.4%
11–25$24.83B11.1%
Rest$125.72B56.3%
Top 3 weight
16.2%
Top 10 weight
32.6%
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
1.82B
shares
% of voting shares92.7%
None
No voting authority
142.81M
shares
% of voting shares7.3%
Investment Discretion (by position count)
Sole0
Shared0
Other2406
Dominant voting typeShared · 92.7% of voting shares
Institutional Holdings2406
Rows:
NVIDIA CORPORATION
DFNDShares82.83M
TypeSH
Market value$15.39B
6.89%
Sole
0.00
Shared
80.32M
None
2.51M
MICROSOFT CORP
DFNDShares26.80M
TypeSH
Market value$12.91B
5.78%
Sole
0.00
Shared
26.01M
None
792.93K
AMAZON COM INC
DFNDShares33.97M
TypeSH
Market value$7.80B
3.49%
Sole
0.00
Shared
33.03M
None
938.09K
ALPHABET INC
DFNDShares24.60M
TypeSH
Market value$7.69B
3.45%
Sole
0.00
Shared
24.18M
None
415.27K
APPLE INC
DFNDShares27.34M
TypeSH
Market value$7.40B
3.32%
Sole
0.00
Shared
26.33M
None
1.01M
BROADCOM INC
DFNDShares20.21M
TypeSH
Market value$6.97B
3.12%
Sole
0.00
Shared
19.77M
None
445.02K
ELI LILLY & CO
DFNDShares4.44M
TypeSH
Market value$4.75B
2.13%
Sole
0.00
Shared
4.25M
None
187.26K
META PLATFORMS INC
DFNDShares6.13M
TypeSH
Market value$4.04B
1.81%
Sole
0.00
Shared
5.98M
None
154.16K
MASTERCARD INCORPORATED
DFNDShares5.26M
TypeSH
Market value$2.99B
1.34%
Sole
0.00
Shared
5.08M
None
181.66K
ORACLE CORP
DFNDShares14.54M
TypeSH
Market value$2.82B
1.26%
Sole
0.00
Shared
14.25M
None
293.77K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares8.29M
TypeSH
Market value$2.50B
1.12%
Sole
0.00
Shared
8.09M
None
204.84K
APPLOVIN CORP
DFNDShares3.24M
TypeSH
Market value$2.18B
0.98%
Sole
0.00
Shared
3.15M
None
91.48K
ARGENX SE
DFNDShares2.46M
TypeSH
Market value$2.06B
0.92%
Sole
0.00
Shared
2.35M
None
103.42K
BOOKING HOLDINGS INC
DFNDShares318.61K
TypeSH
Market value$1.71B
0.76%
Sole
0.00
Shared
313.31K
None
5.30K
KLA CORP
DFNDShares1.35M
TypeSH
Market value$1.64B
0.74%
Sole
0.00
Shared
1.30M
None
48.25K
HOWMET AEROSPACE INC
DFNDShares7.95M
TypeSH
Market value$1.62B
0.72%
Sole
0.00
Shared
7.77M
None
182.99K
JOHNSON & JOHNSON
DFNDShares7.72M
TypeSH
Market value$1.60B
0.72%
Sole
0.00
Shared
7.36M
None
360.81K
EATON CORP PLC
DFNDShares5.05M
TypeSH
Market value$1.60B
0.71%
Sole
0.00
Shared
4.91M
None
135.29K
LAM RESEARCH CORP
DFNDShares9.08M
TypeSH
Market value$1.55B
0.70%
Sole
0.00
Shared
8.97M
None
114.43K
DANAHER CORPORATION
DFNDShares6.82M
TypeSH
Market value$1.55B
0.69%
Sole
0.00
Shared
6.60M
None
218.38K
ABBVIE INC
DFNDShares6.40M
TypeSH
Market value$1.46B
0.66%
Sole
0.00
Shared
6.18M
None
220.03K
JPMORGAN CHASE & CO.
DFNDShares4.19M
TypeSH
Market value$1.35B
0.60%
Sole
0.00
Shared
4.01M
None
182.07K
FLEX LTD
DFNDShares22.33M
TypeSH
Market value$1.35B
0.60%
Sole
0.00
Shared
21.58M
None
751.50K
AMPHENOL CORP NEW
DFNDShares9.90M
TypeSH
Market value$1.34B
0.60%
Sole
0.00
Shared
9.85M
None
54.25K
INTUIT
DFNDShares2.02M
TypeSH
Market value$1.34B
0.60%
Sole
0.00
Shared
2M
None
18.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 82.83M | SH | $15.39B 6.89% | 0.00 | 80.32M | 2.51M |
MICROSOFT CORPDFND | COM | 26.80M | SH | $12.91B 5.78% | 0.00 | 26.01M | 792.93K |
AMAZON COM INCDFND | COM | 33.97M | SH | $7.80B 3.49% | 0.00 | 33.03M | 938.09K |
ALPHABET INCDFND | CAP STK CL C | 24.60M | SH | $7.69B 3.45% | 0.00 | 24.18M | 415.27K |
APPLE INCDFND | COM | 27.34M | SH | $7.40B 3.32% | 0.00 | 26.33M | 1.01M |
BROADCOM INCDFND | COM | 20.21M | SH | $6.97B 3.12% | 0.00 | 19.77M | 445.02K |
ELI LILLY & CODFND | COM | 4.44M | SH | $4.75B 2.13% | 0.00 | 4.25M | 187.26K |
META PLATFORMS INCDFND | CL A | 6.13M | SH | $4.04B 1.81% | 0.00 | 5.98M | 154.16K |
MASTERCARD INCORPORATEDDFND | CL A | 5.26M | SH | $2.99B 1.34% | 0.00 | 5.08M | 181.66K |
ORACLE CORPDFND | COM | 14.54M | SH | $2.82B 1.26% | 0.00 | 14.25M | 293.77K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 8.29M | SH | $2.50B 1.12% | 0.00 | 8.09M | 204.84K |
APPLOVIN CORPDFND | COM CL A | 3.24M | SH | $2.18B 0.98% | 0.00 | 3.15M | 91.48K |
ARGENX SEDFND | SPONSORED ADR | 2.46M | SH | $2.06B 0.92% | 0.00 | 2.35M | 103.42K |
BOOKING HOLDINGS INCDFND | COM | 318.61K | SH | $1.71B 0.76% | 0.00 | 313.31K | 5.30K |
KLA CORPDFND | COM NEW | 1.35M | SH | $1.64B 0.74% | 0.00 | 1.30M | 48.25K |
HOWMET AEROSPACE INCDFND | COM | 7.95M | SH | $1.62B 0.72% | 0.00 | 7.77M | 182.99K |
JOHNSON & JOHNSONDFND | COM | 7.72M | SH | $1.60B 0.72% | 0.00 | 7.36M | 360.81K |
EATON CORP PLCDFND | SHS | 5.05M | SH | $1.60B 0.71% | 0.00 | 4.91M | 135.29K |
LAM RESEARCH CORPDFND | COM NEW | 9.08M | SH | $1.55B 0.70% | 0.00 | 8.97M | 114.43K |
DANAHER CORPORATIONDFND | COM | 6.82M | SH | $1.55B 0.69% | 0.00 | 6.60M | 218.38K |
ABBVIE INCDFND | COM | 6.40M | SH | $1.46B 0.66% | 0.00 | 6.18M | 220.03K |
JPMORGAN CHASE & CO.DFND | COM | 4.19M | SH | $1.35B 0.60% | 0.00 | 4.01M | 182.07K |
FLEX LTDDFND | ORD | 22.33M | SH | $1.35B 0.60% | 0.00 | 21.58M | 751.50K |
AMPHENOL CORP NEWDFND | CL A | 9.90M | SH | $1.34B 0.60% | 0.00 | 9.85M | 54.25K |
INTUITDFND | COM | 2.02M | SH | $1.34B 0.60% | 0.00 | 2M | 18.87K |
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