Janus Henderson Group PLC Portfolio Holdings

Janus Henderson Group PLC

  • $194 Billion
  • Q2 2025

Janus Henderson Group PLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 4322 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.6B, Nvidia Corp with a value of $13.4B, Amazon Com Inc with a value of $7.36B, Meta Platforms, Inc. with a value of $6.01B, and Broadcom Inc. with a value of $6B.

Examining the 13F form we can see an increase of $20B in the current position value, from $174B to 194B.

Janus Henderson Group PLC is based out at London, X0

Below you can find more details about Janus Henderson Group PLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Billion
Technology: $73.1 Billion
Healthcare: $30.8 Billion
Financial Services: $20.4 Billion
Consumer Cyclical: $20.2 Billion
Communication Services: $16.8 Billion
Industrials: $16.1 Billion
Real Estate: $3.88 Billion
Consumer Defensive: $3.45 Billion
Other: $9.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.3B
$2.09 Million 0.0% of portfolio
3,901
Q2 2025 Reduced 0.36%
$0
$522,000 0.0% of portfolio
11,408
Q2 2025 New
$1.18B
$503,000 0.0% of portfolio
62,179
Q2 2024 Reduced 1.08%
$1.06B
$384,000 0.0% of portfolio
8,141
Q2 2025 Reduced 33.49%
$6.09B
$413,000 0.0% of portfolio
11,121
Q3 2024 Reduced 45.0%
$239M
$3.96 Million 0.0% of portfolio
523,743
Q2 2025 New
$1.18B
$417,000 0.0% of portfolio
10,790
Q2 2024 Reduced 1.08%
$1.7B
$550,000 0.0% of portfolio
27,320
Q1 2025 Reduced 13.32%
$784M
$308,000 0.0% of portfolio
24,175
Q2 2025 Reduced 68.79%
$2.29B
$854,000 0.0% of portfolio
21,056
Q2 2025 Reduced 19.19%
Enliven Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 9.29%
$440M
$205,000 0.0% of portfolio
11,304
Q2 2024 Reduced 1.12%
$4.07B
$1.3 Million 0.0% of portfolio
11,693
Q2 2025 Reduced 47.97%
$1.46B
$720,000 0.0% of portfolio
69,647
Q3 2024 Added 22.69%
$4.19B
$2.35 Million 0.0% of portfolio
59,352
Q2 2025 Reduced 12.74%
$10.1B
$3.77 Million 0.0% of portfolio
24,419
Q2 2025 Reduced 71.09%
$573M
$248,000 0.0% of portfolio
34,422
Q2 2024 Reduced 1.16%
$1.15B
$519,000 0.0% of portfolio
101,400
Q4 2024 New
$10.6B
$5.16 Million 0.0% of portfolio
27,791
Q2 2025 Reduced 45.8%
$2.37B
$844,000 0.0% of portfolio
11,708
Q2 2025 Reduced 76.91%
$3.83B
$1.93 Million 0.0% of portfolio
33,158
Q1 2025 Reduced 8.04%
$21.6B
$1.4 Million 0.0% of portfolio
23,929
Q2 2025 Reduced 76.27%
$26B
$3.85 Million 0.0% of portfolio
14,829
Q2 2025 Reduced 4.55%
$559M
$211,000 0.0% of portfolio
6,061
Q2 2025 Reduced 36.52%
$22.9B
$4.63 Million 0.0% of portfolio
68,546
Q2 2025 Reduced 3.09%
$12.8B
$835,000 0.0% of portfolio
2,409
Q2 2025 Reduced 80.79%
$2.01B
$717,000 0.0% of portfolio
42,591
Q2 2025 New
$6.87B
$3.02 Million 0.0% of portfolio
25,034
Q1 2025 Reduced 5.3%
$5.72B
$2.19 Million 0.0% of portfolio
11,392
Q2 2024 Reduced 1.14%
$789M
$265,000 0.0% of portfolio
2,800
Q2 2025 Reduced 55.28%
$6.65B
$2.61 Million 0.0% of portfolio
42,938
Q2 2025 Reduced 6.53%
$4.35B
$2.64 Million 0.0% of portfolio
82,785
Q2 2025 Reduced 25.6%
$10.3B
$8.66 Million 0.0% of portfolio
233,166
Q2 2025 Added 3,038.59%
$17.7B
$4.16 Million 0.0% of portfolio
15,245
Q2 2025 Reduced 1.53%
$1.64B
$357,000 0.0% of portfolio
8,376
Q1 2023 Added 124.62%
$594M
$269,000 0.0% of portfolio
9,664
Q2 2024 Reduced 1.21%
$7.63B
$2.22 Million 0.0% of portfolio
44,288
Q2 2025 Reduced 36.57%
$17.6B
$820,000 0.0% of portfolio
11,898
Q2 2025 Reduced 3.64%
$1.28B
$547,000 0.0% of portfolio
38,415
Q2 2024 Reduced 1.11%
$659M
$3.68 Million 0.0% of portfolio
152,130
Q2 2025 Added 1,136.83%
$25.4B
$3.12 Million 0.0% of portfolio
49,063
Q2 2025 Added 4.9%
$1.78B
$4.17 Million 0.0% of portfolio
115,761
Q2 2025 Added 324.62%
Everus Constr Group
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.32%
$480M
$493,000 0.0% of portfolio
43,850
Q3 2024 Reduced 16.08%
$395M
$162,000 0.0% of portfolio
17,642
Q2 2024 Reduced 1.28%
$1.01B
$269,000 0.0% of portfolio
43,212
Q2 2024 Reduced 1.12%
$11.8B
$3.94 Million 0.0% of portfolio
74,102
Q2 2025 Added 456.53%
$713M
$266,000 0.0% of portfolio
9,105
Q3 2024 New
$45.1B
$6.01 Million 0.0% of portfolio
138,410
Q2 2025 Added 51.77%

Summary

  • Portfolio
  • No. of Stocks 4,322
  • Current Value $194 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 68 stocks
  • Additional Purchases 608 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 943 stocks
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