Filed: 5/15/2026ACC: 0001085146-26-000412
📋 What this filing means
JANUS HENDERSON GROUP PLC filed this quarterly 13F‑HR report disclosing 2373 equity positions with a total reported market value of $201.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2373
Positions
$201.68B
Total AUM (reported)
1.92B
Total Shares
Allocation by class
COM$136.82B67.8%
CL A$13.13B6.5%
COM NEW$8.86B4.4%
CAP STK CL C$6.80B3.4%
SHS$5.05B2.5%
ORD$3.91B1.9%
COM CL A$3.68B1.8%
Portfolio Concentration
Top 3$30.03B14.9%
4–10$31.65B15.7%
11–25$24.87B12.3%
Rest$115.13B57.1%
Top 3 weight
14.9%
Top 10 weight
30.6%
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
1.77B
shares
% of voting shares92.1%
None
No voting authority
151.45M
shares
% of voting shares7.9%
Investment Discretion (by position count)
Sole0
Shared0
Other2373
Dominant voting typeShared · 92.1% of voting shares
Institutional Holdings2373
Rows:
NVIDIA CORPORATION
DFNDShares83.02M
TypeSH
Market value$14.42B
7.15%
Sole
0.00
Shared
80.06M
None
2.96M
MICROSOFT CORP
DFNDShares23.88M
TypeSH
Market value$8.81B
4.37%
Sole
0.00
Shared
23.04M
None
843.59K
APPLE INC
DFNDShares26.92M
TypeSH
Market value$6.80B
3.37%
Sole
0.00
Shared
25.86M
None
1.06M
ALPHABET INC
DFNDShares23.78M
TypeSH
Market value$6.80B
3.37%
Sole
0.00
Shared
23.18M
None
593.47K
AMAZON COM INC
DFNDShares28.98M
TypeSH
Market value$6.00B
2.97%
Sole
0.00
Shared
28.25M
None
736.50K
BROADCOM INC
DFNDShares19.35M
TypeSH
Market value$5.96B
2.96%
Sole
0.00
Shared
18.82M
None
528.91K
ELI LILLY & CO
DFNDShares4.35M
TypeSH
Market value$3.98B
1.97%
Sole
0.00
Shared
4.14M
None
203.95K
META PLATFORMS INC
DFNDShares6.92M
TypeSH
Market value$3.94B
1.95%
Sole
0.00
Shared
6.71M
None
203.61K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares7.92M
TypeSH
Market value$2.65B
1.31%
Sole
0.00
Shared
7.72M
None
198.26K
ASTRAZENECA PLC
DFNDShares11.95M
TypeSH
Market value$2.32B
1.15%
Sole
0.00
Shared
10.66M
None
1.28M
MASTERCARD INCORPORATED
DFNDShares4.57M
TypeSH
Market value$2.27B
1.13%
Sole
0.00
Shared
4.38M
None
187.72K
LAM RESEARCH CORP
DFNDShares9.27M
TypeSH
Market value$1.98B
0.98%
Sole
0.00
Shared
9.04M
None
223.69K
JOHNSON & JOHNSON
DFNDShares7.87M
TypeSH
Market value$1.92B
0.95%
Sole
0.00
Shared
7.44M
None
434.93K
ARGENX SE
DFNDShares2.54M
TypeSH
Market value$1.85B
0.92%
Sole
0.00
Shared
2.42M
None
118.58K
KLA CORP
DFNDShares1.24M
TypeSH
Market value$1.83B
0.91%
Sole
0.00
Shared
1.20M
None
36.55K
EATON CORP PLC
DFNDShares5.09M
TypeSH
Market value$1.81B
0.90%
Sole
0.00
Shared
4.92M
None
169.55K
HOWMET AEROSPACE INC
DFNDShares7.76M
TypeSH
Market value$1.77B
0.88%
Sole
0.00
Shared
7.52M
None
234.37K
ORACLE CORP
DFNDShares12.05M
TypeSH
Market value$1.75B
0.87%
Sole
0.00
Shared
11.74M
None
303.29K
ABBVIE INC
DFNDShares6.93M
TypeSH
Market value$1.51B
0.75%
Sole
0.00
Shared
6.64M
None
286.90K
NETFLIX INC.
DFNDShares14.88M
TypeSH
Market value$1.43B
0.71%
Sole
0.00
Shared
14.49M
None
390.46K
FERGUSON ENTERPRISES INC
DFNDShares6.11M
TypeSH
Market value$1.42B
0.71%
Sole
0.00
Shared
5.89M
None
216.08K
VISA INC
DFNDShares4.49M
TypeSH
Market value$1.36B
0.67%
Sole
0.00
Shared
4.35M
None
134.13K
FLEXTRONICS INTL LTD
DFNDShares20.62M
TypeSH
Market value$1.35B
0.67%
Sole
0.00
Shared
19.99M
None
626.66K
GE VERNOVA INC
DFNDShares1.52M
TypeSH
Market value$1.32B
0.65%
Sole
0.00
Shared
1.46M
None
55.79K
MICRON TECHNOLOGY INC
DFNDShares3.88M
TypeSH
Market value$1.31B
0.65%
Sole
0.00
Shared
3.71M
None
172.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 83.02M | SH | $14.42B 7.15% | 0.00 | 80.06M | 2.96M |
MICROSOFT CORPDFND | COM | 23.88M | SH | $8.81B 4.37% | 0.00 | 23.04M | 843.59K |
APPLE INCDFND | COM | 26.92M | SH | $6.80B 3.37% | 0.00 | 25.86M | 1.06M |
ALPHABET INCDFND | CAP STK CL C | 23.78M | SH | $6.80B 3.37% | 0.00 | 23.18M | 593.47K |
AMAZON COM INCDFND | COM | 28.98M | SH | $6.00B 2.97% | 0.00 | 28.25M | 736.50K |
BROADCOM INCDFND | COM | 19.35M | SH | $5.96B 2.96% | 0.00 | 18.82M | 528.91K |
ELI LILLY & CODFND | COM | 4.35M | SH | $3.98B 1.97% | 0.00 | 4.14M | 203.95K |
META PLATFORMS INCDFND | CL A | 6.92M | SH | $3.94B 1.95% | 0.00 | 6.71M | 203.61K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 7.92M | SH | $2.65B 1.31% | 0.00 | 7.72M | 198.26K |
ASTRAZENECA PLCDFND | ORD | 11.95M | SH | $2.32B 1.15% | 0.00 | 10.66M | 1.28M |
MASTERCARD INCORPORATEDDFND | CL A | 4.57M | SH | $2.27B 1.13% | 0.00 | 4.38M | 187.72K |
LAM RESEARCH CORPDFND | COM NEW | 9.27M | SH | $1.98B 0.98% | 0.00 | 9.04M | 223.69K |
JOHNSON & JOHNSONDFND | COM | 7.87M | SH | $1.92B 0.95% | 0.00 | 7.44M | 434.93K |
ARGENX SEDFND | SPONSORED ADR | 2.54M | SH | $1.85B 0.92% | 0.00 | 2.42M | 118.58K |
KLA CORPDFND | COM NEW | 1.24M | SH | $1.83B 0.91% | 0.00 | 1.20M | 36.55K |
EATON CORP PLCDFND | SHS | 5.09M | SH | $1.81B 0.90% | 0.00 | 4.92M | 169.55K |
HOWMET AEROSPACE INCDFND | COM | 7.76M | SH | $1.77B 0.88% | 0.00 | 7.52M | 234.37K |
ORACLE CORPDFND | COM | 12.05M | SH | $1.75B 0.87% | 0.00 | 11.74M | 303.29K |
ABBVIE INCDFND | COM | 6.93M | SH | $1.51B 0.75% | 0.00 | 6.64M | 286.90K |
NETFLIX INC.DFND | COM | 14.88M | SH | $1.43B 0.71% | 0.00 | 14.49M | 390.46K |
FERGUSON ENTERPRISES INCDFND | COMMON STOCK NEW | 6.11M | SH | $1.42B 0.71% | 0.00 | 5.89M | 216.08K |
VISA INCDFND | COM CL A | 4.49M | SH | $1.36B 0.67% | 0.00 | 4.35M | 134.13K |
FLEXTRONICS INTL LTDDFND | ORD | 20.62M | SH | $1.35B 0.67% | 0.00 | 19.99M | 626.66K |
GE VERNOVA INCDFND | COM | 1.52M | SH | $1.32B 0.65% | 0.00 | 1.46M | 55.79K |
MICRON TECHNOLOGY INCDFND | COM | 3.88M | SH | $1.31B 0.65% | 0.00 | 3.71M | 172.63K |
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