Earnest Partners LLC

Name: EARNEST PARTNERS LLC 13F holdings, Q3 2025
Creator: EARNEST PARTNERS LLC
Published: 2025-11-14

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Earnest Partners LLC reported 288 stock positions worth $23.1 billion. Its top holding was CBRE Class A (CBRE) at 2.4% of the portfolio, followed by Gatx (GATX, 2.3%) and Houlihan Lokey (HLI, 2.2%). Compared with Q2 2025, it opened 9 new positions, sold out of 13, added to 52 and reduced 218. The biggest buy was Synopsys (SNPS, shares +69%) and the biggest sale an exit from Ansys (ANSS).

Most Recent 13F: Q2 2026
Location: ATLANTA, GA
CIK: 0001102578
Portfolio Value: $23.1B (Q3 2025)
SEC Filing: 0001102578-25-000043 ↗ filed Nov 14, 2025

Holdings Value

Holdings 288 stocks · $23.1B


CBRE CBRE Group Inc. Class A	2.42%	3,536,035	$557.1M	Reduce -0.2%
GATX Gatx Corp.	2.31%	3,047,173	$532.6M	Reduce -1.3%
HLI Houlihan Lokey Inc.	2.16%	2,421,133	$497.1M	Reduce -2.1%
RGA Reinsurance Group of America	1.97%	2,368,114	$455.0M	Reduce -1.4%
MOG.A Moog Inc. Class A	1.94%	2,149,591	$446.4M	Reduce -1.0%
RJF Raymond James Financial Inc.	1.85%	2,471,824	$426.6M	Reduce -0.4%
FCFS Firstcash Holdings Inc.	1.57%	2,284,095	$361.8M	Reduce -1.8%
WWD Woodward Inc.	1.54%	1,403,551	$354.7M	Add +0.6%
R Ryder System Inc.	1.52%	1,859,089	$350.7M	Reduce -0.7%
SNA Snap-on Inc.	1.44%	956,230	$331.4M	Reduce -0.1%
SF Stifel Financial Corp.	1.39%	2,825,964	$320.7M	Reduce -3.3%
HXL Hexcel Corp.	1.37%	5,049,796	$316.6M	Reduce -1.8%
AROC Archrock Inc.	1.35%	11,806,170	$310.6M	Reduce -0.1%
DHI D.R. Horton Inc.	1.34%	1,828,565	$309.9M	Reduce -0.6%
DRI Darden Restaurants Inc.	1.22%	1,481,084	$281.9M	Reduce -1.1%
AEIS Advanced Energy Industries	1.14%	1,541,967	$262.4M	Reduce -4.9%
HII Huntington Ingalls Industrie	1.13%	901,140	$259.4M	Add +0.7%
RSG Republic Services Inc.	1.09%	1,099,855	$252.4M	Add +0.4%
SNPS Synopsys Inc.	1.09%	507,136	$250.2M	Add +68.6%
BOX Box Inc. Class A	1.08%	7,704,561	$248.6M	Reduce -1.1%
CBT Cabot Corp.	1.05%	3,189,738	$242.6M	Reduce -1.2%
TDY Teledyne Technologies Inc.	1.03%	405,235	$237.5M	Add +1.3%
FORM Formfactor Inc.	0.94%	5,947,088	$216.6M	Reduce -2.3%
WEC WEC Energy Group Inc.	0.91%	1,828,168	$209.5M	Reduce -7.8%
SMG Scotts Miracle-Gro Co.	0.89%	3,608,593	$205.5M	Reduce -4.0%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC	0.87%	2,247,391	$201.6M	Add +1.2%
FLEX Flex Ltd.	0.86%	3,426,715	$198.6M	Reduce -2.4%
BXP BXP Inc.	0.86%	2,665,861	$198.2M	Add +0.2%
WTFC Wintrust Financial Corp.	0.83%	1,442,018	$191.0M	Add +0.6%
MPWR Monolithic Power Systems Inc.	0.82%	205,779	$189.4M	Add +1.3%
QGEN Qiagen N.V.	0.82%	4,208,390	$188.0M	Add +0.1%
WBS Webster Financial Corp.	0.82%	3,163,124	$188.0M	Add +0.6%
ENTG Entegris Inc.	0.80%	1,992,541	$184.2M	Reduce -2.7%
EWBC East West Bancorp Inc.	0.79%	1,704,106	$181.4M	Add +0.5%
ARW Arrow Electronics Inc.	0.78%	1,479,482	$179.0M	Add +0.3%
MIDD Middleby Corp.	0.77%	1,329,439	$176.7M	Add +0.7%
BWA Borgwarner Inc.	0.76%	3,964,649	$174.3M	Add +0.3%
BIO Bio-Rad Laboratories-A	0.74%	609,284	$170.8M	Add +0.6%
CRUS Cirrus Logic Inc.	0.73%	1,348,710	$169.0M	Add +0.8%
AKAM Akamai Technologies Inc.	0.72%	2,189,573	$165.9M	Reduce -0.3%
UBSI United Bankshares Inc.	0.72%	4,450,747	$165.6M	Reduce -3.8%
UMBF Umb Financial Corp.	0.70%	1,371,653	$162.3M	Reduce -4.0%
PSN Parsons Corp.	0.70%	1,935,358	$160.5M	Reduce -4.6%
MAS Masco Corp.	0.69%	2,261,701	$159.2M	Reduce -2.0%
CRL Charles River Laboratories	0.68%	1,006,724	$157.5M	Add +0.8%
SBAC SBA Communications Corp.	0.68%	806,735	$156.0M	Add +0.4%
VMI Valmont Industries	0.67%	399,388	$154.9M	Add +1.7%
SPXC SPX Technologies Inc.	0.67%	825,971	$154.3M	Reduce -5.1%
FLS Flowserve Corp.	0.67%	2,885,879	$153.4M	Add +5.0%
AOS Smith (a.o.) Corp.	0.66%	2,082,982	$152.9M	Add +1.8%
CHKP Check Point Software Tech	0.63%	703,046	$145.5M	Reduce -1.1%
RNR Renaissancere Holdings Ltd.	0.63%	567,394	$144.1M	Reduce -2.1%
WEX Wex Inc.	0.62%	907,803	$143.0M	Add +1.1%
ICLR Icon PLC	0.61%	809,652	$141.7M	Add +36.2%
EMN Eastman Chemical Co.	0.61%	2,234,973	$140.9M	Reduce -0.9%
DAR Darling Ingredients Inc.	0.61%	4,524,258	$139.7M	Reduce -3.4%
AIN Albany Intl Corp. Class A	0.60%	2,606,795	$138.9M	Reduce -1.8%
CDP Copt Defense Properties	0.59%	4,718,060	$137.1M	Reduce -0.9%
CCL Carnival Corp.	0.59%	4,725,317	$136.6M	Reduce -0.9%
SSB Southstate Bank Corp.	0.58%	1,350,348	$133.5M	Reduce -4.3%
CNMD Conmed Corp.	0.57%	2,798,703	$131.6M	Reduce -1.1%
HOLX Hologic Inc.	0.56%	1,911,191	$129.0M	Add +1.4%
CIB Grupo Cibest SA-ADR	0.56%	2,479,388	$128.8M	Reduce -0.6%
STAG Stag Industrial Inc.	0.56%	3,646,902	$128.7M	Reduce -4.3%
AIR Aar Corp.	0.55%	1,423,396	$127.6M	Reduce -4.8%
ICE Intercontinental Exchange Inc.	0.55%	750,842	$126.5M	Reduce -3.0%
IBN Icici Bank Ltd.-Spon ADR	0.54%	4,115,802	$124.4M	Reduce -0.5%
CAKE The Cheesecake Factory Inc.	0.54%	2,265,030	$123.8M	Reduce -5.2%
CMI Cummins Inc.	0.53%	287,414	$121.4M	Reduce -2.7%
AMKR Amkor Technology Inc.	0.52%	4,206,353	$119.5M	Reduce -4.9%
ENS Enersys	0.51%	1,036,621	$117.1M	Reduce -5.2%
FELE Franklin Electric Co. Inc.	0.51%	1,223,467	$116.5M	Reduce -5.2%
SON Sonoco Products Co.	0.50%	2,678,122	$115.4M	Add +1.2%
ALB Albemarle Corp.	0.50%	1,422,624	$115.3M	Reduce 0.0%
UCB United Community Banks	0.50%	3,658,330	$114.7M	Reduce -5.1%
CWST Casella Waste Systems Inc. Class A	0.49%	1,195,203	$113.4M	Reduce -5.5%
SANM Sanmina Corp.	0.49%	983,535	$113.2M	Reduce -4.2%
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP	0.49%	1,767,385	$112.5M	Reduce -31.5%
ITGR Integer Holdings Corp.	0.49%	1,086,459	$112.3M	Reduce -5.1%
WWW Wolverine World Wide Inc.	0.49%	4,080,392	$112.0M	Reduce -16.9%
TRMK Trustmark Corp.	0.47%	2,760,301	$109.3M	Reduce -5.1%
BIDU Baidu Inc. - Spon ADR	0.47%	818,930	$107.9M	Add +21.9%
NVS Novartis AG-Sponsored ADR	0.47%	840,026	$107.7M	Reduce -1.2%
IQV Iqvia Holdings Inc.	0.47%	565,419	$107.4M	Reduce -1.6%
MTH Meritage Homes Corp.	0.46%	1,468,385	$106.4M	Reduce -5.0%
CNC Centene Corp.	0.46%	2,957,066	$105.5M	Reduce -0.5%
VNO Vornado Realty Trust	0.46%	2,600,076	$105.4M	Reduce -2.2%
LFUS Littelfuse Inc.	0.46%	405,483	$105.0M	Reduce -5.1%
PLXS Plexus Corp.	0.45%	711,566	$103.0M	Reduce -4.7%
OGS One Gas Inc.	0.44%	1,257,312	$101.8M	Reduce -5.1%
ON On Semiconductor	0.44%	2,038,509	$100.5M	Reduce -0.1%
OII Oceaneering Intl Inc.	0.43%	4,016,698	$99.5M	Reduce -4.8%
EQNR Equinor ASA-Spon ADR	0.41%	3,887,088	$94.8M	Reduce -1.5%
NXT Nextpower Inc. filed as NEXTRACKER INC	0.41%	1,278,334	$94.6M	Reduce -1.9%
TKR Timken Co.	0.41%	1,252,710	$94.2M	Reduce -3.6%
LH Labcorp Holdings Inc.	0.40%	323,685	$92.9M	Reduce -2.4%
FRME First Merchants Corp.	0.40%	2,445,904	$92.2M	Reduce -4.9%
PGR Progressive Corp.	0.40%	371,098	$91.6M	Reduce -6.4%
RIO Rio Tinto PLC-Spon ADR	0.40%	1,383,492	$91.3M	Reduce -2.2%
EFSC Enterprise Financial Service	0.40%	1,575,051	$91.3M	Reduce -5.0%

Show all 288 holdings

Portfolio Sells Q2 2025 → Q3 2025


ANSS Ansys Inc.	Sold out	0.00%	−1.02
CBRL Cracker Barrel Old Country	Sold out	0.00%	−0.34
CNC Centene Corp.	Reduce -0.5%	0.46%	−0.27
DRI Darden Restaurants Inc.	Reduce -1.1%	1.22%	−0.25
AIN Albany Intl Corp. Class A	Reduce -1.8%	0.60%	−0.24
SMG Scotts Miracle-Gro Co.	Reduce -4.0%	0.89%	−0.23
SABR Sabre Corp.	Reduce -7.0%	0.22%	−0.20
DAR Darling Ingredients Inc.	Reduce -3.4%	0.61%	−0.19
AL Sumisho Air Lease Corp.	Reduce -31.5%	0.49%	−0.19
RGA Reinsurance Group of America	Reduce -1.4%	1.97%	−0.17
CWST Casella Waste Systems Inc. Class A	Reduce -5.5%	0.49%	−0.17
ITGR Integer Holdings Corp.	Reduce -5.1%	0.49%	−0.15
EMN Eastman Chemical Co.	Reduce -0.9%	0.61%	−0.15
CAKE The Cheesecake Factory Inc.	Reduce -5.2%	0.54%	−0.14
CHX Championx Corp.	Sold out	0.00%	−0.13
BOX Box Inc. Class A	Reduce -1.1%	1.08%	−0.12
CNMD Conmed Corp.	Reduce -1.1%	0.57%	−0.09
ICE Intercontinental Exchange Inc.	Reduce -3.0%	0.55%	−0.09
IBN Icici Bank Ltd.-Spon ADR	Reduce -0.5%	0.54%	−0.09
PGR Progressive Corp.	Reduce -6.4%	0.40%	−0.08
CHKP Check Point Software Tech	Reduce -1.1%	0.63%	−0.08
AKAM Akamai Technologies Inc.	Reduce -0.3%	0.72%	−0.07
PNFP Pinnacle Financial Partners	Reduce -2.2%	0.28%	−0.07
STAG Stag Industrial Inc.	Reduce -4.3%	0.56%	−0.07
HELE Helen of Troy Ltd.	Reduce -59.6%	0.03%	−0.06
HDB HDFC Bank Ltd.-ADR	Reduce -1.0%	0.35%	−0.06
HES Hess Corp.	Sold out	0.00%	−0.06
COLD Americold Realty Trust Inc.	Reduce -2.0%	0.14%	−0.06
FCPT Four Corners Property Trust	Reduce -4.0%	0.30%	−0.06
CTS CTS Corp.	Reduce -5.4%	0.32%	−0.06
FDS Factset Research Systems Inc.	Reduce -7.1%	0.07%	−0.05
LKQ LKQ Corp.	Reduce -5.6%	0.15%	−0.05
DOV Dover Corp.	Reduce -2.0%	0.29%	−0.05
ON On Semiconductor	Reduce -0.1%	0.44%	−0.05
FRME First Merchants Corp.	Reduce -4.9%	0.40%	−0.04
TNET Trinet Group Inc.	Reduce -3.0%	0.25%	−0.04
SNDR Schneider National Inc. Class B	Reduce -2.1%	0.20%	−0.04
UBSI United Bankshares Inc.	Reduce -3.8%	0.72%	−0.04
CBT Cabot Corp.	Reduce -1.2%	1.05%	−0.04
EQNR Equinor ASA-Spon ADR	Reduce -1.5%	0.41%	−0.04
BBWI Bath & Body Works Inc.	Reduce -2.9%	0.14%	−0.03
BR Broadridge Financial Solutio	Reduce -2.4%	0.37%	−0.03
NICE Nice Ltd. - Spon ADR	Reduce -9.5%	0.08%	−0.03
CTRA Coterra Energy Inc.	Reduce -2.4%	0.19%	−0.03
AVT Avnet Inc.	Reduce -2.0%	0.34%	−0.03
WEC WEC Energy Group Inc.	Reduce -7.8%	0.91%	−0.02
XOP SS SPDR S&P Og Exp & Prod	Sold out	0.00%	−0.02
DIOD Diodes Inc.	Reduce -5.2%	0.25%	−0.02
XRAY Dentsply Sirona Inc.	Reduce -1.9%	0.07%	−0.02
UCB United Community Banks	Reduce -5.1%	0.50%	−0.02

Portfolio Buys Q2 2025 → Q3 2025


SNPS Synopsys Inc.	Add +68.6%	1.09%	+0.39
NBN Northeast Bank	New	0.29%	+0.29
CHRW C.H. Robinson Worldwide Inc.	New	0.24%	+0.24
ICLR Icon PLC	Add +36.2%	0.61%	+0.23
BIDU Baidu Inc. - Spon ADR	Add +21.9%	0.47%	+0.21
SQM Quimica Y Minera Chil-SP ADR	Add +82.0%	0.36%	+0.19
BWA Borgwarner Inc.	Add +0.3%	0.76%	+0.16
MPWR Monolithic Power Systems Inc.	Add +1.3%	0.82%	+0.15
HII Huntington Ingalls Industrie	Add +0.7%	1.13%	+0.15
SLB SLB Ltd.	Add +486.5%	0.14%	+0.11
TDY Teledyne Technologies Inc.	Add +1.3%	1.03%	+0.11
CRUS Cirrus Logic Inc.	Add +0.8%	0.73%	+0.10
MDU Mdu Resources Group Inc.	New	0.10%	+0.10
VMI Valmont Industries	Add +1.7%	0.67%	+0.09
PBR Petroleo Brasileiro-Spon ADR	Add +52.0%	0.27%	+0.09
BIO Bio-Rad Laboratories-A	Add +0.6%	0.74%	+0.08
AOS Smith (a.o.) Corp.	Add +1.8%	0.66%	+0.06
BXP BXP Inc.	Add +0.2%	0.86%	+0.05
WBS Webster Financial Corp.	Add +0.6%	0.82%	+0.04
RRX Regal Rexnord Corp.	Add +22.3%	0.24%	+0.03
WIX Wix.com Ltd.	New	0.03%	+0.03
VVX V2X Inc.	New	0.03%	+0.03
WTFC Wintrust Financial Corp.	Add +0.6%	0.83%	+0.03
WEX Wex Inc.	Add +1.1%	0.62%	+0.03
FLS Flowserve Corp.	Add +5.0%	0.67%	+0.02
EWBC East West Bancorp Inc.	Add +0.5%	0.79%	+0.01
NOV Nov Inc.	Add +1.9%	0.24%	+0.01
PENN Penn Entertainment Inc.	Add +0.6%	0.25%	+0.01
TRN Trinity Industries Inc.	Add +38.5%	0.04%	+0.01
ASX Ase Technology Holding -ADR	Add +1.3%	0.17%	+0.01
IWS iShares Russell Mid-Cap Valu	Add +15.7%	0.05%	+0.01
HOLX Hologic Inc.	Add +1.4%	0.56%	+0.01
IWM iShares Russell 2000 ETF	Add +24.1%	0.02%	+0.00
JACK Jack in the Box Inc.	Add +5.8%	0.03%	+0.00
IWN iShares Russell 2000 Value E	Add +1.7%	0.02%	+0.00
CVX Chevron Corp.	New	0.00%	+0.00
ALNT Allient Inc.	New	0.00%	+0.00
ABBV Abbvie Inc.	New	0.00%	+0.00
WMT Walmart Inc.	New	0.00%	+0.00
AVGO Broadcom Inc.	Add +16.6%	0.00%	+0.00
CRL Charles River Laboratories	Add +0.8%	0.68%	+0.00
OXM Oxford Industries Inc.	Add +4.1%	0.04%	+0.00
V Visa Inc. Class A	Add +13.8%	0.00%	+0.00
MA Mastercard Inc. Class A	Add +3.2%	0.00%	0.00
NXPI NXP Semiconductors NV	Add +2.2%	0.00%	0.00
NFLX Netflix Inc.	Add +7.8%	0.00%	−0.00
CNI Canadian Natl Railway Co.	Add +0.7%	0.01%	−0.00
YUMC Yum China Holdings Inc.	Add +0.4%	0.01%	−0.00
INFY Infosys Ltd.-SP ADR	Add +1.4%	0.01%	−0.00
WWD Woodward Inc.	Add +0.6%	1.54%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	304	$27.7B	MOG.A, FORM, WWD, RGA, HXL
Q1 2026	295	$24.3B	MOG.A, FORM, RGA, WWD, GATX
Q4 2025	299	$23.3B	CBRE, RGA, MOG.A, GATX, WWD
Q3 2025	288	$23.1B	CBRE, GATX, HLI, RGA, MOG.A
Q2 2025	292	$22.2B	CBRE, RGA, GATX, HLI, MOG.A
Q1 2025	288	$20.9B	RGA, CBRE, GATX, HLI, MOG.A
Q4 2024	290	$22.4B	RGA, HLI, CBRE, GATX, MOG.A
Q3 2024	289	$23.0B	RGA, HLI, CBRE, MOG.A, GATX
Q2 2024	282	$21.4B	RGA, HLI, GATX, MOG.A, FORM
Q1 2024	285	$21.8B	RGA, HLI, GATX, MOG.A, CBRE