LSV ASSET MANAGEMENT

PrivateCIK: 1050470
Location

CHICAGO, IL

📋 What this filing means

LSV ASSET MANAGEMENT filed this quarterly 13F‑HR report disclosing 889 equity positions with a total reported market value of $55.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

889
Positions
$55.10M
Total AUM (reported)
1.06B
Total Shares

Allocation by class

TOTAL AUM$55.10M889 positions
COM$55.10M100.0%

Portfolio Concentration

Top 35.5%4–108.3%11–2513.2%Rest73.1%TOP 1013.7%0%100%
Top 3$3.01M5.5%
4–10$4.55M8.3%
11–25$7.27M13.2%
Rest$40.27M73.1%

Top 3 weight

5.5%

Top 10 weight

13.7%

Voting Authority Distribution

Total shares with voting rights: 1.06B

Sole

Full voting authority

672.09M

shares

% of voting shares63.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

385.21M

shares

% of voting shares36.4%

Investment Discretion (by position count)

Sole889
Shared0
Other0
Dominant voting typeSole · 63.6% of voting shares
Institutional Holdings889
Rows:

Alphabet Inc

SOLE
COM
Shares3.19M
TypeSH
Market value$1.14M
2.07%
Sole
2M
Shared
0.00
None
1.20M

Dell Technologies Inc

SOLE
COM
Shares2.39M
TypeSH
Market value$1.03M
1.87%
Sole
1.45M
Shared
0.00
None
938.63K

Cisco Systems Inc

SOLE
COM
Shares7.11M
TypeSH
Market value$835.1K
1.52%
Sole
4.39M
Shared
0.00
None
2.72M

Citigroup Inc

SOLE
COM
Shares5.66M
TypeSH
Market value$792.9K
1.44%
Sole
3.69M
Shared
0.00
None
1.97M

State Street Corp

SOLE
COM
Shares4.07M
TypeSH
Market value$690.1K
1.25%
Sole
2.73M
Shared
0.00
None
1.34M

Merck & Co Inc

SOLE
COM
Shares5.30M
TypeSH
Market value$681.0K
1.24%
Sole
3.36M
Shared
0.00
None
1.94M

QUALCOMM Inc

SOLE
COM
Shares3.45M
TypeSH
Market value$638.4K
1.16%
Sole
2.19M
Shared
0.00
None
1.27M

TD SYNNEX Corp

SOLE
COM
Shares2.23M
TypeSH
Market value$595.9K
1.08%
Sole
1.38M
Shared
0.00
None
844.81K

Hewlett Packard Enterprise Co

SOLE
COM
Shares12.99M
TypeSH
Market value$585.8K
1.06%
Sole
8.59M
Shared
0.00
None
4.39M

Bristol-Myers Squibb Co

SOLE
COM
Shares9.85M
TypeSH
Market value$567.7K
1.03%
Sole
6.10M
Shared
0.00
None
3.75M

Jazz Pharmaceuticals PLC

SOLE
COM
Shares2.28M
TypeSH
Market value$548.2K
0.99%
Sole
1.54M
Shared
0.00
None
739.01K

Verizon Communications Inc

SOLE
COM
Shares12.90M
TypeSH
Market value$546.4K
0.99%
Sole
7.72M
Shared
0.00
None
5.18M

General Motors Co

SOLE
COM
Shares7.02M
TypeSH
Market value$541.4K
0.98%
Sole
4.74M
Shared
0.00
None
2.28M

Micron Technology Inc

SOLE
COM
Shares467.96K
TypeSH
Market value$540.2K
0.98%
Sole
249.34K
Shared
0.00
None
218.62K

Wells Fargo & Co

SOLE
COM
Shares6.15M
TypeSH
Market value$508.5K
0.92%
Sole
4.31M
Shared
0.00
None
1.85M

Applied Materials Inc

SOLE
COM
Shares677.32K
TypeSH
Market value$489.7K
0.89%
Sole
385.92K
Shared
0.00
None
291.40K

AT&T Inc

SOLE
COM
Shares23.52M
TypeSH
Market value$486.8K
0.88%
Sole
14.55M
Shared
0.00
None
8.97M

CVS Health Corp

SOLE
COM
Shares4.64M
TypeSH
Market value$479.5K
0.87%
Sole
3.09M
Shared
0.00
None
1.55M

Altria Group Inc

SOLE
COM
Shares6.52M
TypeSH
Market value$468.8K
0.85%
Sole
4.59M
Shared
0.00
None
1.93M

Incyte Corp

SOLE
COM
Shares4.12M
TypeSH
Market value$467.5K
0.85%
Sole
2.80M
Shared
0.00
None
1.32M

Pfizer Inc

SOLE
COM
Shares18.94M
TypeSH
Market value$456.1K
0.83%
Sole
12.08M
Shared
0.00
None
6.86M

Exelixis Inc

SOLE
COM
Shares8.15M
TypeSH
Market value$443.3K
0.80%
Sole
4.99M
Shared
0.00
None
3.16M

Walt Disney Co/The

SOLE
COM
Shares4.56M
TypeSH
Market value$438.5K
0.80%
Sole
3.07M
Shared
0.00
None
1.49M

BorgWarner Inc

SOLE
COM
Shares6.58M
TypeSH
Market value$436.7K
0.79%
Sole
4.43M
Shared
0.00
None
2.15M

Textron Inc

SOLE
COM
Shares4.60M
TypeSH
Market value$421.6K
0.77%
Sole
3.13M
Shared
0.00
None
1.47M
Page 1 of 36