Hardman Johnston Global Advisors LLC Portfolio Holdings

Hardman Johnston Global Advisors LLC

  • $1.97 Billion
  • Q1 2025

Hardman Johnston Global Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.97 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Icici Bank LTD with a value of $151M, Hdfc Bank LTD with a value of $150M, Mercadolibre Inc with a value of $145M, Asml Holding Nv with a value of $104M, and Howmet Aerospace Inc. with a value of $102M.

Examining the 13F form we can see an decrease of $287M in the current position value, from $2.25B to 1.97B.

Below you can find more details about Hardman Johnston Global Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.97 Billion
Financial Services: $509 Million
Technology: $450 Million
Healthcare: $296 Million
Industrials: $265 Million
Consumer Cyclical: $179 Million
Communication Services: $166 Million
Basic Materials: $71.8 Million
Energy: $14.9 Million
Other: $15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$114B
$151 Million 7.65% of portfolio
4,777,326
Q1 2025 Reduced 0.03%
$138B
$150 Million 7.6% of portfolio
2,250,824
Q1 2025 Reduced 15.13%
$121B
$145 Million 7.37% of portfolio
74,266
Q1 2025 Reduced 36.57%
$303B
$104 Million 5.31% of portfolio
157,569
Q1 2025 Added 62.21%
$70.7B
$102 Million 5.17% of portfolio
783,552
Q1 2025 Reduced 17.42%
$514B
$76.2 Million 3.88% of portfolio
139,103
Q1 2025 Reduced 1.37%
$3.58T
$70.6 Million 3.59% of portfolio
188,075
Q1 2025 Reduced 1.94%
$993B
$64.9 Million 3.3% of portfolio
419,882
Q1 2025 Added 6.02%
$1.11T
$63.1 Million 3.21% of portfolio
380,255
Q1 2025 Reduced 0.31%
$363B
$62.6 Million 3.18% of portfolio
577,514
Q1 2025 Reduced 21.79%
$115B
$57.2 Million 2.91% of portfolio
118,080
Q1 2025 Added 2.98%
$53.3B
$55.4 Million 2.82% of portfolio
880,369
Q1 2025 Added 5.87%
$3.16T
$51.3 Million 2.61% of portfolio
231,007
Q1 2025 Reduced 1.19%
$106B
$48.8 Million 2.48% of portfolio
200,142
Q1 2025 Reduced 1.76%
$32.7B
$46.4 Million 2.36% of portfolio
535,249
Q1 2025 Reduced 29.79%
$219B
$41.3 Million 2.1% of portfolio
561,885
Q1 2025 Added 7.4%
$17.8B
$38.7 Million 1.97% of portfolio
122,105
Q1 2025 Reduced 1.91%
$127B
$38 Million 1.93% of portfolio
124,237
Q1 2025 Added 0.31%
$7.24B
$36.5 Million 1.86% of portfolio
261,642
Q1 2025 Added 6.85%
$163B
$34.7 Million 1.76% of portfolio
442,953
Q1 2025 Reduced 1.67%
$2.17T
$33.4 Million 1.7% of portfolio
175,665
Q1 2025 Reduced 2.14%
$1.57T
$32 Million 1.63% of portfolio
55,591
Q1 2025 Added 24.43%
$145B
$29 Million 1.47% of portfolio
287,254
Q1 2025 Reduced 12.13%
$28.7B
$25.3 Million 1.28% of portfolio
143,258
Q1 2025 Reduced 29.14%
$176B
$25 Million 1.27% of portfolio
65,268
Q1 2025 Reduced 14.64%
$287B
$24.7 Million 1.26% of portfolio
47,216
Q1 2025 Reduced 34.3%
$79.3B
$24.6 Million 1.25% of portfolio
376,249
Q1 2025 Reduced 5.42%
$362B
$23.2 Million 1.18% of portfolio
555,040
Q1 2025 Added 195.25%
$151B
$23.2 Million 1.18% of portfolio
629,510
Q1 2025 Reduced 3.63%
$45.7B
$21.4 Million 1.09% of portfolio
295,771
Q1 2025 Reduced 0.78%
$63.9B
$21.1 Million 1.07% of portfolio
342,060
Q1 2025 Added 218.46%
$48.1B
$17.9 Million 0.91% of portfolio
78,147
Q1 2025 Reduced 1.16%
$114B
$16.8 Million 0.85% of portfolio
186,668
Q1 2025 Reduced 2.33%
$4.82B
$16.4 Million 0.83% of portfolio
172,265
Q1 2025 Added 42.93%
$6.32B
$16.1 Million 0.82% of portfolio
1,536,390
Q1 2025 Reduced 1.92%
$746B
$15 Million 0.76% of portfolio
18,135
Q1 2025 Reduced 3.14%
$165B
$14.4 Million 0.73% of portfolio
198,040
Q1 2025 Added 165.75%
$4.58B
$12.8 Million 0.65% of portfolio
233,285
Q1 2025 New
$14.2B
$11.9 Million 0.61% of portfolio
150,249
Q1 2025 Reduced 10.54%
$9.56B
$10.3 Million 0.52% of portfolio
134,233
Q1 2025 Reduced 9.94%
$6.96B
$8.31 Million 0.42% of portfolio
115,414
Q1 2025 Reduced 0.89%
$5.24B
$8.12 Million 0.41% of portfolio
192,487
Q1 2025 Reduced 4.55%
$167B
$7.82 Million 0.4% of portfolio
112,656
Q1 2025 Reduced 16.53%
$0
$7.61 Million 0.39% of portfolio
83,000
Q1 2025 Added 107.5%
$67.7B
$6.55 Million 0.33% of portfolio
191,940
Q4 2024 Reduced 11.85%
$232B
$5.98 Million 0.3% of portfolio
45,044
Q1 2024 Added 1.04%
$1.06T
$5.59 Million 0.28% of portfolio
35,760
Q4 2024 Reduced 16.37%
$14.2B
$4.44 Million 0.23% of portfolio
226,911
Q1 2025 Added 5.8%
$50.8B
$3.82 Million 0.19% of portfolio
91,288
Q1 2025 Reduced 4.02%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $1.97 Billion
  • Prior Value $2.25 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Hardman Johnston Global Advisors LLC Portfolio

Follow Hardman Johnston Global Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hardman Johnston Global Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hardman Johnston Global Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email