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
$4.61B
$977,000 0.0% of portfolio
23,528
Q2 2025 Reduced 18.87%
$8.16B
$7.05 Million 0.0% of portfolio
141,421
Q2 2025 Reduced 66.92%
$1.63B
$1.01 Million 0.0% of portfolio
20,574
Q4 2024 Added 11.97%
$5.66B
$2.32 Million 0.0% of portfolio
81,548
Q2 2025 Reduced 0.56%
$1.24B
$443,000 0.0% of portfolio
41,314
Q2 2025 Reduced 32.06%
$1.87B
$768,000 0.0% of portfolio
17,875
Q2 2024 Reduced 1.16%
$700M
$261,000 0.0% of portfolio
17,018
Q2 2024 Reduced 1.28%
$12.3B
$763,000 0.0% of portfolio
25,234
Q2 2025 Reduced 8.58%
$12.8B
$5.46 Million 0.0% of portfolio
355,308
Q2 2025 Added 385.24%
$704M
$282,000 0.0% of portfolio
2,700
Q2 2024 Reduced 0.88%
Howard Hughes Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 15.73%
$25.6B
$3.55 Million 0.0% of portfolio
145,066
Q2 2025 Reduced 1.85%
$1.16B
$850,000 0.0% of portfolio
25,450
Q1 2025 Reduced 13.58%
$24.2B
$2.85 Million 0.0% of portfolio
6,981
Q2 2025 Reduced 2.7%
$313M
$4.72 Million 0.0% of portfolio
581,562
Q2 2025 Added 794.05%
$22.8B
$3.47 Million 0.0% of portfolio
206,962
Q2 2025 Reduced 3.95%
$1.73B
$822,000 0.0% of portfolio
78,929
Q2 2024 Reduced 1.07%
$3.45B
$1.15 Million 0.0% of portfolio
8,330
Q2 2025 Reduced 67.32%
Hut 8 Corp
-
$0 0.0% of portfolio
-
Q2 2024 New
$654M
$264,000 0.0% of portfolio
9,615
Q2 2024 Reduced 1.19%
$2.82B
$1.23 Million 0.0% of portfolio
32,898
Q4 2024 Reduced 7.32%
Ibotta Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 33.5%
$1.56B
$697,000 0.0% of portfolio
8,229
Q2 2024 Reduced 1.15%
$443M
$319,000 0.0% of portfolio
16,284
Q4 2024 Reduced 19.32%
$107B
$1.89 Million 0.0% of portfolio
56,198
Q2 2025 Added 8.86%
$6.51B
$2.72 Million 0.0% of portfolio
23,588
Q2 2024 Reduced 1.09%
$12.8B
$1.58 Million 0.0% of portfolio
8,985
Q2 2025 Reduced 4.02%
$59.3B
$5.81 Million 0.0% of portfolio
10,834
Q2 2025 Reduced 13.71%
$1.23B
$593,000 0.0% of portfolio
8,681
Q2 2024 Reduced 0.95%
$8.27B
$5.18 Million 0.0% of portfolio
17,482
Q2 2025 Reduced 46.95%
$75.4B
$8.61 Million 0.0% of portfolio
34,807
Q2 2025 Reduced 43.99%
$2.01B
$586,000 0.0% of portfolio
20,968
Q1 2023 New
$865M
$313,000 0.0% of portfolio
118,739
Q2 2025 Added 98.43%
$212M
$9.68 Million 0.0% of portfolio
1,040,414
Q2 2025 Reduced 50.18%
$3.55B
$845,000 0.0% of portfolio
30,731
Q1 2025 Added 21.8%
$58.8B
$941,000 0.0% of portfolio
11,840
Q2 2025 Reduced 4.15%
$24.1B
$1.3 Million 0.0% of portfolio
19,028
Q2 2025 Reduced 2.56%
$3.71B
$1.84 Million 0.0% of portfolio
103,797
Q2 2024 Reduced 1.1%
$3.2B
$1.15 Million 0.0% of portfolio
18,282
Q1 2025 Reduced 11.6%
$655M
$300,000 0.0% of portfolio
9,278
Q2 2024 Reduced 36.53%
$5.94B
$1.28 Million 0.0% of portfolio
52,462
Q2 2025 Added 16.42%
$1.9B
$755,000 0.0% of portfolio
17,523
Q2 2024 Reduced 1.05%
$1.45B
$713,000 0.0% of portfolio
12,925
Q2 2025 Reduced 44.49%
Innovex International Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
$1.45B
$559,000 0.0% of portfolio
27,858
Q2 2024 Reduced 1.17%
$1.3B
$980,000 0.0% of portfolio
16,316
Q2 2024 Reduced 1.1%
$7.46B
$1.73 Million 0.0% of portfolio
9,571
Q2 2025 Reduced 39.91%
$617M
$313,000 0.0% of portfolio
8,432
Q2 2024 Reduced 1.11%
$22.6B
$2.27 Million 0.0% of portfolio
7,228
Q2 2025 Reduced 30.78%

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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