Filed: 2/12/2025ACC: 0000902219-25-000131
📋 What this filing means
WELLINGTON MANAGEMENT GROUP LLP filed this quarterly 13F‑HR report disclosing 1908 equity positions with a total reported market value of $546.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1908
Positions
$546.06B
Total AUM (reported)
6.59B
Total Shares
Allocation by class
COM$425.38B77.9%
CL A$27.12B5.0%
COM NEW$16.26B3.0%
CAP STK CL A$12.50B2.3%
SHS$11.22B2.1%
COM CL A$8.52B1.6%
CL B$5.25B1.0%
Portfolio Concentration
Top 3$63.74B11.7%
4–10$74.48B13.6%
11–25$67.01B12.3%
Rest$340.84B62.4%
Top 3 weight
11.7%
Top 10 weight
25.3%
Voting Authority Distribution
Total shares with voting rights: 6.57B
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
5.87B
shares
% of voting shares89.4%
None
No voting authority
693.72M
shares
% of voting shares10.6%
Investment Discretion (by position count)
Sole0
Shared0
Other1908
Dominant voting typeShared · 89.4% of voting shares
Institutional Holdings1908
Rows:
APPLE INC
DFNDShares89.25M
TypeSH
Market value$22.35B
4.09%
Sole
0.00
Shared
82.96M
None
6.29M
MICROSOFT CORP
DFNDShares52.99M
TypeSH
Market value$22.34B
4.09%
Sole
0.00
Shared
49.23M
None
3.76M
NVIDIA CORPORATION
DFNDShares141.85M
TypeSH
Market value$19.05B
3.49%
Sole
0.00
Shared
130.10M
None
11.75M
AMAZON COM INC
DFNDShares66.39M
TypeSH
Market value$14.56B
2.67%
Sole
0.00
Shared
60.89M
None
5.49M
ALPHABET INC
DFNDShares66.05M
TypeSH
Market value$12.50B
2.29%
Sole
0.00
Shared
61.87M
None
4.18M
UNITEDHEALTH GROUP INC
DFNDShares23.36M
TypeSH
Market value$11.82B
2.16%
Sole
0.00
Shared
22.68M
None
682.42K
BROADCOM INC
DFNDShares46.52M
TypeSH
Market value$10.78B
1.98%
Sole
0.00
Shared
43.50M
None
3.02M
ELI LILLY & CO
DFNDShares12.63M
TypeSH
Market value$9.75B
1.79%
Sole
0.00
Shared
11.99M
None
635.42K
MERCK & CO INC
DFNDShares80.74M
TypeSH
Market value$8.03B
1.47%
Sole
0.00
Shared
78.28M
None
2.47M
JPMORGAN CHASE & CO.
DFNDShares29.33M
TypeSH
Market value$7.03B
1.29%
Sole
0.00
Shared
28.57M
None
760.74K
WELLS FARGO CO NEW
DFNDShares87.31M
TypeSH
Market value$6.13B
1.12%
Sole
0.00
Shared
83.11M
None
4.21M
META PLATFORMS INC
DFNDShares9.79M
TypeSH
Market value$5.73B
1.05%
Sole
0.00
Shared
8.99M
None
807.50K
MASTERCARD INCORPORATED
DFNDShares9.76M
TypeSH
Market value$5.14B
0.94%
Sole
0.00
Shared
9.04M
None
725.15K
DANAHER CORPORATION
DFNDShares21.32M
TypeSH
Market value$4.89B
0.90%
Sole
0.00
Shared
20.67M
None
645.33K
AMERICAN EXPRESS CO
DFNDShares15.86M
TypeSH
Market value$4.71B
0.86%
Sole
0.00
Shared
15.18M
None
678.25K
ALPHABET INC
DFNDShares23.04M
TypeSH
Market value$4.39B
0.80%
Sole
0.00
Shared
20.54M
None
2.49M
ACCENTURE PLC IRELAND
DFNDShares12.18M
TypeSH
Market value$4.28B
0.78%
Sole
0.00
Shared
11.62M
None
555.74K
TJX COS INC NEW
DFNDShares34.84M
TypeSH
Market value$4.21B
0.77%
Sole
0.00
Shared
33.98M
None
858.99K
TESLA INC
DFNDShares10.17M
TypeSH
Market value$4.11B
0.75%
Sole
0.00
Shared
9.42M
None
759.08K
MCDONALDS CORP
DFNDShares14.02M
TypeSH
Market value$4.06B
0.74%
Sole
0.00
Shared
13.85M
None
170.83K
PROCTER AND GAMBLE CO
DFNDShares24.23M
TypeSH
Market value$4.06B
0.74%
Sole
0.00
Shared
23.43M
None
794.68K
TEXAS INSTRS INC
DFNDShares20.88M
TypeSH
Market value$3.92B
0.72%
Sole
0.00
Shared
20.20M
None
682.95K
S&P GLOBAL INC
DFNDShares7.79M
TypeSH
Market value$3.88B
0.71%
Sole
0.00
Shared
7.45M
None
339.80K
NETFLIX INC
DFNDShares4.24M
TypeSH
Market value$3.78B
0.69%
Sole
0.00
Shared
3.84M
None
392.94K
PFIZER INC
DFNDShares139.99M
TypeSH
Market value$3.71B
0.68%
Sole
0.00
Shared
133.93M
None
6.06M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 89.25M | SH | $22.35B 4.09% | 0.00 | 82.96M | 6.29M |
MICROSOFT CORPDFND | COM | 52.99M | SH | $22.34B 4.09% | 0.00 | 49.23M | 3.76M |
NVIDIA CORPORATIONDFND | COM | 141.85M | SH | $19.05B 3.49% | 0.00 | 130.10M | 11.75M |
AMAZON COM INCDFND | COM | 66.39M | SH | $14.56B 2.67% | 0.00 | 60.89M | 5.49M |
ALPHABET INCDFND | CAP STK CL A | 66.05M | SH | $12.50B 2.29% | 0.00 | 61.87M | 4.18M |
UNITEDHEALTH GROUP INCDFND | COM | 23.36M | SH | $11.82B 2.16% | 0.00 | 22.68M | 682.42K |
BROADCOM INCDFND | COM | 46.52M | SH | $10.78B 1.98% | 0.00 | 43.50M | 3.02M |
ELI LILLY & CODFND | COM | 12.63M | SH | $9.75B 1.79% | 0.00 | 11.99M | 635.42K |
MERCK & CO INCDFND | COM | 80.74M | SH | $8.03B 1.47% | 0.00 | 78.28M | 2.47M |
JPMORGAN CHASE & CO.DFND | COM | 29.33M | SH | $7.03B 1.29% | 0.00 | 28.57M | 760.74K |
WELLS FARGO CO NEWDFND | COM | 87.31M | SH | $6.13B 1.12% | 0.00 | 83.11M | 4.21M |
META PLATFORMS INCDFND | CL A | 9.79M | SH | $5.73B 1.05% | 0.00 | 8.99M | 807.50K |
MASTERCARD INCORPORATEDDFND | CL A | 9.76M | SH | $5.14B 0.94% | 0.00 | 9.04M | 725.15K |
DANAHER CORPORATIONDFND | COM | 21.32M | SH | $4.89B 0.90% | 0.00 | 20.67M | 645.33K |
AMERICAN EXPRESS CODFND | COM | 15.86M | SH | $4.71B 0.86% | 0.00 | 15.18M | 678.25K |
ALPHABET INCDFND | CAP STK CL C | 23.04M | SH | $4.39B 0.80% | 0.00 | 20.54M | 2.49M |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 12.18M | SH | $4.28B 0.78% | 0.00 | 11.62M | 555.74K |
TJX COS INC NEWDFND | COM | 34.84M | SH | $4.21B 0.77% | 0.00 | 33.98M | 858.99K |
TESLA INCDFND | COM | 10.17M | SH | $4.11B 0.75% | 0.00 | 9.42M | 759.08K |
MCDONALDS CORPDFND | COM | 14.02M | SH | $4.06B 0.74% | 0.00 | 13.85M | 170.83K |
PROCTER AND GAMBLE CODFND | COM | 24.23M | SH | $4.06B 0.74% | 0.00 | 23.43M | 794.68K |
TEXAS INSTRS INCDFND | COM | 20.88M | SH | $3.92B 0.72% | 0.00 | 20.20M | 682.95K |
S&P GLOBAL INCDFND | COM | 7.79M | SH | $3.88B 0.71% | 0.00 | 7.45M | 339.80K |
NETFLIX INCDFND | COM | 4.24M | SH | $3.78B 0.69% | 0.00 | 3.84M | 392.94K |
PFIZER INCDFND | COM | 139.99M | SH | $3.71B 0.68% | 0.00 | 133.93M | 6.06M |
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