Filed: 5/13/2025ACC: 0000902219-25-000242
📋 What this filing means
WELLINGTON MANAGEMENT GROUP LLP filed this quarterly 13F‑HR report disclosing 1921 equity positions with a total reported market value of $519.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1921
Positions
$519.87B
Total AUM (reported)
6.57B
Total Shares
Allocation by class
COM$404.02B77.7%
CL A$28.91B5.6%
COM NEW$14.42B2.8%
SHS$11.80B2.3%
CAP STK CL A$8.66B1.7%
COM CL A$8.16B1.6%
SPONSORED ADR$5.26B1.0%
Portfolio Concentration
Top 3$51.92B10.0%
4–10$69.64B13.4%
11–25$63.56B12.2%
Rest$334.74B64.4%
Top 3 weight
10.0%
Top 10 weight
23.4%
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
5.74B
shares
% of voting shares87.4%
None
No voting authority
827.82M
shares
% of voting shares12.6%
Investment Discretion (by position count)
Sole0
Shared0
Other1921
Dominant voting typeShared · 87.4% of voting shares
Institutional Holdings1921
Rows:
MICROSOFT CORP
DFNDShares49.98M
TypeSH
Market value$18.76B
3.61%
Sole
0.00
Shared
46.77M
None
3.22M
APPLE INC
DFNDShares82.46M
TypeSH
Market value$18.32B
3.52%
Sole
0.00
Shared
77.20M
None
5.25M
NVIDIA CORPORATION
DFNDShares136.95M
TypeSH
Market value$14.84B
2.86%
Sole
0.00
Shared
125.66M
None
11.29M
UNITEDHEALTH GROUP INC
DFNDShares25.85M
TypeSH
Market value$13.54B
2.60%
Sole
0.00
Shared
25.07M
None
782.70K
AMAZON COM INC
DFNDShares64.81M
TypeSH
Market value$12.33B
2.37%
Sole
0.00
Shared
59.40M
None
5.41M
ELI LILLY & CO
DFNDShares12.71M
TypeSH
Market value$10.50B
2.02%
Sole
0.00
Shared
12.07M
None
640.99K
BROADCOM INC
DFNDShares58.98M
TypeSH
Market value$9.88B
1.90%
Sole
0.00
Shared
55.78M
None
3.20M
ALPHABET INC
DFNDShares56M
TypeSH
Market value$8.66B
1.67%
Sole
0.00
Shared
52.62M
None
3.38M
MASTERCARD INCORPORATED
DFNDShares13.53M
TypeSH
Market value$7.41B
1.43%
Sole
0.00
Shared
12.75M
None
774.45K
MERCK & CO INC
DFNDShares81.67M
TypeSH
Market value$7.33B
1.41%
Sole
0.00
Shared
78.88M
None
2.79M
JPMORGAN CHASE & CO.
DFNDShares23.87M
TypeSH
Market value$5.85B
1.13%
Sole
0.00
Shared
23.08M
None
784.28K
META PLATFORMS INC
DFNDShares10.04M
TypeSH
Market value$5.79B
1.11%
Sole
0.00
Shared
9.33M
None
709.62K
WELLS FARGO CO NEW
DFNDShares70.97M
TypeSH
Market value$5.09B
0.98%
Sole
0.00
Shared
67.57M
None
3.39M
AMERICAN EXPRESS CO
DFNDShares18.03M
TypeSH
Market value$4.85B
0.93%
Sole
0.00
Shared
17.42M
None
600.87K
TJX COS INC NEW
DFNDShares34.46M
TypeSH
Market value$4.20B
0.81%
Sole
0.00
Shared
33.63M
None
827.62K
NETFLIX INC
DFNDShares4.39M
TypeSH
Market value$4.09B
0.79%
Sole
0.00
Shared
4.03M
None
359.41K
ABBOTT LABS
DFNDShares29.76M
TypeSH
Market value$3.95B
0.76%
Sole
0.00
Shared
29.31M
None
449.92K
VISA INC
DFNDShares10.98M
TypeSH
Market value$3.85B
0.74%
Sole
0.00
Shared
10.10M
None
883.02K
PROCTER AND GAMBLE CO
DFNDShares22.26M
TypeSH
Market value$3.79B
0.73%
Sole
0.00
Shared
21.39M
None
875.22K
JOHNSON & JOHNSON
DFNDShares22.65M
TypeSH
Market value$3.76B
0.72%
Sole
0.00
Shared
22.42M
None
225.09K
BANK AMERICA CORP
DFNDShares89.94M
TypeSH
Market value$3.75B
0.72%
Sole
0.00
Shared
86.73M
None
3.21M
ACCENTURE PLC IRELAND
DFNDShares11.99M
TypeSH
Market value$3.74B
0.72%
Sole
0.00
Shared
11.39M
None
603.55K
MCDONALDS CORP
DFNDShares11.85M
TypeSH
Market value$3.70B
0.71%
Sole
0.00
Shared
11.70M
None
150.11K
DANAHER CORPORATION
DFNDShares17.70M
TypeSH
Market value$3.63B
0.70%
Sole
0.00
Shared
17.13M
None
573.37K
TEXAS INSTRS INC
DFNDShares19.58M
TypeSH
Market value$3.52B
0.68%
Sole
0.00
Shared
18.98M
None
599.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 49.98M | SH | $18.76B 3.61% | 0.00 | 46.77M | 3.22M |
APPLE INCDFND | COM | 82.46M | SH | $18.32B 3.52% | 0.00 | 77.20M | 5.25M |
NVIDIA CORPORATIONDFND | COM | 136.95M | SH | $14.84B 2.86% | 0.00 | 125.66M | 11.29M |
UNITEDHEALTH GROUP INCDFND | COM | 25.85M | SH | $13.54B 2.60% | 0.00 | 25.07M | 782.70K |
AMAZON COM INCDFND | COM | 64.81M | SH | $12.33B 2.37% | 0.00 | 59.40M | 5.41M |
ELI LILLY & CODFND | COM | 12.71M | SH | $10.50B 2.02% | 0.00 | 12.07M | 640.99K |
BROADCOM INCDFND | COM | 58.98M | SH | $9.88B 1.90% | 0.00 | 55.78M | 3.20M |
ALPHABET INCDFND | CAP STK CL A | 56M | SH | $8.66B 1.67% | 0.00 | 52.62M | 3.38M |
MASTERCARD INCORPORATEDDFND | CL A | 13.53M | SH | $7.41B 1.43% | 0.00 | 12.75M | 774.45K |
MERCK & CO INCDFND | COM | 81.67M | SH | $7.33B 1.41% | 0.00 | 78.88M | 2.79M |
JPMORGAN CHASE & CO.DFND | COM | 23.87M | SH | $5.85B 1.13% | 0.00 | 23.08M | 784.28K |
META PLATFORMS INCDFND | CL A | 10.04M | SH | $5.79B 1.11% | 0.00 | 9.33M | 709.62K |
WELLS FARGO CO NEWDFND | COM | 70.97M | SH | $5.09B 0.98% | 0.00 | 67.57M | 3.39M |
AMERICAN EXPRESS CODFND | COM | 18.03M | SH | $4.85B 0.93% | 0.00 | 17.42M | 600.87K |
TJX COS INC NEWDFND | COM | 34.46M | SH | $4.20B 0.81% | 0.00 | 33.63M | 827.62K |
NETFLIX INCDFND | COM | 4.39M | SH | $4.09B 0.79% | 0.00 | 4.03M | 359.41K |
ABBOTT LABSDFND | COM | 29.76M | SH | $3.95B 0.76% | 0.00 | 29.31M | 449.92K |
VISA INCDFND | COM CL A | 10.98M | SH | $3.85B 0.74% | 0.00 | 10.10M | 883.02K |
PROCTER AND GAMBLE CODFND | COM | 22.26M | SH | $3.79B 0.73% | 0.00 | 21.39M | 875.22K |
JOHNSON & JOHNSONDFND | COM | 22.65M | SH | $3.76B 0.72% | 0.00 | 22.42M | 225.09K |
BANK AMERICA CORPDFND | COM | 89.94M | SH | $3.75B 0.72% | 0.00 | 86.73M | 3.21M |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 11.99M | SH | $3.74B 0.72% | 0.00 | 11.39M | 603.55K |
MCDONALDS CORPDFND | COM | 11.85M | SH | $3.70B 0.71% | 0.00 | 11.70M | 150.11K |
DANAHER CORPORATIONDFND | COM | 17.70M | SH | $3.63B 0.70% | 0.00 | 17.13M | 573.37K |
TEXAS INSTRS INCDFND | COM | 19.58M | SH | $3.52B 0.68% | 0.00 | 18.98M | 599.68K |
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