Janus Henderson Group PLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Janus Henderson Group PLC reported 2,525 stock positions worth $183.3 billion. Its top holding was Microsoft (MSFT) at 6.8% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Amazon.com (AMZN, 3.0%). Compared with Q4 2023, it opened 66 new positions, sold out of 83, added to 1,356 and reduced 900. The biggest buy was Oracle (ORCL, shares +149%) and the biggest sale Apple (AAPL, shares −8%).
- Most Recent 13F
- Q1 2026
- Location
- LONDON, X0
- CIK
- 0001274173
- Portfolio Value
- $183.3B (Q1 2024)
- SEC Filing
- 0001085146-24-002608 ↗ filed May 15, 2024
Holdings Value
Holdings 2,525 stocks · $183.3B
| MSFT Microsoft Corp. | 6.79% | 29,606,276 | $12.5B | Reduce -1.7% |
| NVDA Nvidia Corp. | 4.71% | 9,557,002 | $8.6B | Reduce -2.4% |
| AMZN Amazon.com Inc. | 3.02% | 30,670,771 | $5.5B | Add +5.8% |
| META Meta Platforms Inc. Class A | 2.90% | 10,928,772 | $5.3B | Reduce -0.3% |
| AAPL Apple Inc. | 2.74% | 29,260,964 | $5.0B | Reduce -7.6% |
| GOOG Alphabet Inc. Class C | 2.24% | 26,929,445 | $4.1B | Reduce -7.2% |
| MA Mastercard Inc. Class A | 2.00% | 7,602,104 | $3.7B | Reduce -1.6% |
| LLY Eli Lilly & Co. | 1.52% | 3,575,684 | $2.8B | Add +7.3% |
| UNH Unitedhealth Group Inc. | 1.43% | 5,316,669 | $2.6B | Reduce -5.7% |
| ABBV Abbvie Inc. | 1.08% | 10,898,246 | $2.0B | Add +12.8% |
| LRCX Lam Research Corp. | 1.03% | 1,949,319 | $1.9B | Reduce -12.7% |
| BKNG Booking Holdings Inc. | 1.02% | 514,336 | $1.9B | Add +4.5% |
| PGR Progressive Corp. | 0.99% | 8,752,566 | $1.8B | Reduce -2.2% |
| ORCL Oracle Corp. | 0.88% | 12,872,300 | $1.6B | Add +148.8% |
| DE Deere & Co. | 0.86% | 3,859,021 | $1.6B | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.77% | 7,026,491 | $1.4B | Reduce -10.6% |
| MRK Merck & Co. Inc. | 0.75% | 10,461,164 | $1.4B | Reduce -13.2% |
| KLAC KLA Corp. | 0.74% | 1,940,562 | $1.4B | Reduce -8.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.73% | 13,226,465 | $1.3B | Add +2.7% |
| BSX Boston Scientific Corp. | 0.70% | 18,612,204 | $1.3B | Reduce -4.3% |
| AMD Advanced Micro Devices | 0.69% | 6,981,790 | $1.3B | Reduce -13.4% |
| TXN Texas Instruments Inc. | 0.68% | 7,157,312 | $1.2B | Reduce -1.4% |
| TFX Teleflex Inc. | 0.67% | 5,409,317 | $1.2B | Add +12.0% |
| WDAY Workday Inc. Class A | 0.66% | 4,450,001 | $1.2B | Reduce -31.4% |
| ADBE Adobe Inc. | 0.66% | 2,398,106 | $1.2B | Reduce -13.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.65% | 1,220,210 | $1.2B | Add +18.9% |
| FERG Ferguson Jersey Ltd. | 0.64% | 5,351,825 | $1.2B | Reduce -13.9% |
| CSGP Costar Group Inc. | 0.62% | 11,808,027 | $1.1B | Add +17.7% |
| V Visa Inc. Class A | 0.59% | 3,905,419 | $1.1B | Reduce -3.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.59% | 2,584,315 | $1.1B | Add +10.4% |
| FWONK Liberty Media Corp. Class C | 0.56% | 15,664,379 | $1.0B | Add +9.6% |
| DHR Danaher Corp. | 0.54% | 3,996,020 | $997.9M | Reduce -14.0% |
| ACN Accenture PLC Class A | 0.54% | 2,840,883 | $984.6M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.53% | 6,008,938 | $974.9M | Add +1.3% |
| WEX Wex Inc. | 0.53% | 4,088,581 | $971.2M | Reduce -0.1% |
| SSNC Ss&c Technologies Holdings | 0.53% | 14,989,264 | $964.9M | Add +0.3% |
| MRVL Marvell Technology Inc. | 0.52% | 13,478,472 | $955.4M | Add +13.4% |
| AXP American Express Co. | 0.52% | 4,163,073 | $947.9M | Reduce -1.6% |
| HWM Howmet Aerospace Inc. | 0.51% | 13,702,871 | $937.7M | Reduce -19.9% |
| ABT Abbott Laboratories | 0.50% | 8,084,772 | $918.9M | Reduce -39.0% |
| LIN Linde PLC | 0.49% | 1,953,147 | $906.7M | Add +1.2% |
| GDDY GoDaddy Inc. Class A | 0.49% | 7,628,518 | $905.4M | Reduce -3.9% |
| ON On Semiconductor | 0.48% | 11,903,241 | $875.5M | Reduce -0.3% |
| ARGX Argenx SE - ADR | 0.48% | 2,216,648 | $872.7M | Add +24.8% |
| FLEX Flex Ltd. | 0.43% | 27,641,004 | $790.8M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.42% | 2,758,159 | $777.6M | Reduce -2.0% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 1,323,063 | $768.9M | Reduce -1.8% |
| NFLX Netflix Inc. | 0.42% | 1,255,519 | $762.5M | Reduce -1.5% |
| WAB Wabtec Corp. | 0.41% | 5,133,046 | $747.7M | Reduce -4.8% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.38% | 2,601,282 | $694.5M | Reduce -10.4% |
| CDNS Cadence Design SYS Inc. | 0.38% | 2,226,830 | $693.1M | Reduce -5.4% |
| LPLA LPL Financial Holdings Inc. | 0.37% | 2,575,715 | $680.5M | Reduce -9.4% |
| AMGN Amgen Inc. | 0.37% | 2,381,133 | $677.0M | Add +137.1% |
| TDY Teledyne Technologies Inc. | 0.37% | 1,574,679 | $676.0M | Add +3.2% |
| NXPI NXP Semiconductors NV | 0.37% | 2,711,242 | $671.8M | Reduce -1.1% |
| BR Broadridge Financial Solutio | 0.37% | 3,275,391 | $671.0M | Reduce -1.8% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.37% | 3,360,854 | $669.6M | Reduce -0.6% |
| MNST Monster Beverage Corp. | 0.36% | 11,209,122 | $664.5M | Add +4.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.36% | 7,456,272 | $659.4M | Reduce -6.5% |
| NICE Nice Ltd. - Spon ADR | 0.36% | 2,517,051 | $656.0M | Reduce -1.0% |
| SYK Stryker Corp. | 0.36% | 1,828,039 | $654.2M | Reduce -0.6% |
| MS Morgan Stanley | 0.35% | 6,908,721 | $650.5M | Reduce -0.7% |
| SRPT Sarepta Therapeutics Inc. | 0.35% | 4,891,417 | $633.2M | Reduce -8.5% |
| AVGO Broadcom Inc. | 0.34% | 472,496 | $626.2M | Add +18.4% |
| TFII Tfi International Inc. | 0.34% | 3,890,622 | $620.4M | Add +2.6% |
| UBER Uber Technologies Inc. | 0.34% | 8,009,770 | $616.6M | Add +36.3% |
| BX Blackstone Inc. | 0.33% | 4,670,645 | $613.6M | Add +0.5% |
| HD Home Depot Inc. | 0.33% | 1,598,485 | $613.1M | Reduce -9.8% |
| CTVA Corteva Inc. | 0.33% | 10,614,469 | $612.1M | Reduce -2.3% |
| SCHW Schwab (charles) Corp. | 0.33% | 8,461,082 | $612.1M | Reduce -1.3% |
| IR Ingersoll-Rand Inc. | 0.33% | 6,398,054 | $607.5M | Reduce -17.8% |
| SNPS Synopsys Inc. | 0.33% | 1,055,290 | $603.0M | Add +6.5% |
| CMG Chipotle Mexican Grill Inc. | 0.33% | 207,201 | $602.3M | Reduce -17.3% |
| RVTY Revvity Inc. | 0.32% | 5,664,528 | $594.8M | Add +3.9% |
| STZ Constellation Brands Inc. Class A | 0.32% | 2,187,473 | $594.5M | Reduce -3.0% |
| GD General Dynamics Corp. | 0.32% | 2,098,646 | $592.8M | Reduce -9.5% |
| DOX Amdocs Ltd. | 0.32% | 6,486,680 | $586.2M | Reduce -0.4% |
| ASND Ascendis Pharma A/S | 0.31% | 3,767,203 | $569.4M | Reduce -5.7% |
| MELI MercadoLibre Inc. | 0.30% | 368,559 | $557.2M | Add +55.8% |
| HON Honeywell International Inc. | 0.30% | 2,698,596 | $553.9M | Add +8.1% |
| FCX Freeport-McMoran Inc. | 0.30% | 11,764,419 | $553.1M | Reduce -1.4% |
| NKE Nike Inc. Class B | 0.30% | 5,833,783 | $548.3M | Reduce -8.4% |
| GOOGL Alphabet Inc. Class A | 0.30% | 3,614,522 | $545.1M | Add +9.0% |
| CTLT Catalent Inc. | 0.29% | 9,560,698 | $539.7M | Reduce -27.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.29% | 2,518,592 | $537.2M | Reduce -8.2% |
| FTV Fortive Corp. | 0.29% | 6,244,117 | $537.1M | Add +47.1% |
| LNT Alliant Energy Corp. | 0.29% | 10,579,475 | $533.2M | Add +10.3% |
| PCVX Vaxcyte Inc. | 0.29% | 7,673,868 | $524.1M | Add +9.9% |
| COP Conocophillips | 0.28% | 3,987,601 | $507.5M | Reduce -1.3% |
| ILMN Illumina Inc. | 0.28% | 3,684,585 | $506.0M | Reduce -16.3% |
| EW Edwards Lifesciences Corp. | 0.28% | 5,276,857 | $504.3M | Reduce -5.3% |
| LAMR Lamar Advertising Co. Class A | 0.27% | 4,175,726 | $498.6M | Reduce -9.1% |
| INTU Intuit Inc. | 0.27% | 755,567 | $491.1M | Reduce -1.6% |
| RTO Rentokil Initial PLC-SP ADR | 0.27% | 16,139,724 | $486.6M | Add +0.7% |
| HCA HCA Healthcare Inc. | 0.26% | 1,430,693 | $477.2M | Reduce -7.8% |
| MCHP Microchip Technology Inc. | 0.26% | 5,306,131 | $476.0M | Reduce -5.8% |
| DASH DoorDash Inc. Class A | 0.26% | 3,455,116 | $475.8M | Add +11416.7% |
| CME Cme Group Inc. | 0.25% | 2,167,342 | $466.6M | Reduce -27.0% |
| AMAT Applied Materials Inc. | 0.25% | 2,254,952 | $465.0M | Add +126.4% |
| TEL Te Connectivity Ltd. | 0.25% | 3,105,369 | $450.8M | Reduce -11.2% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $33.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CLARIVATE PLC (CLVT 5.25 06/01/24 A) | 5.25% PFD CONV A | 905,143 | $27.2M | Reduce -5.2% |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 110,346 | $6.5M | New |
| GRABW Grab Holdings Ltd.-CW 26 | *W EXP 99/99/999 | 403,754 | $81K | No change |
Total filed on the 13F, all lines: $183.3B.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -7.6% | 2.74% | −0.90 |
| WDAY Workday Inc. Class A | Reduce -31.4% | 0.66% | −0.41 |
| ABT Abbott Laboratories | Reduce -39.0% | 0.50% | −0.37 |
| UNH Unitedhealth Group Inc. | Reduce -5.7% | 1.43% | −0.34 |
| ADBE Adobe Inc. | Reduce -13.9% | 0.66% | −0.33 |
| UPS United Parcel Service Class B | Reduce -86.6% | 0.04% | −0.29 |
| TEAM Atlassian Corp. Class A | Reduce -99.1% | 0.00% | −0.28 |
| GOOG Alphabet Inc. Class C | Reduce -7.2% | 2.24% | −0.20 |
| IMGN Immunogen Inc. | Sold out | 0.00% | −0.20 |
| PANW Palo Alto Networks Inc. | Reduce -68.2% | 0.07% | −0.19 |
| RIVN Rivian Automotive Inc. Class A | Reduce -99.2% | 0.00% | −0.14 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -75.0% | 0.03% | −0.13 |
| CME Cme Group Inc. | Reduce -27.0% | 0.25% | −0.12 |
| ON On Semiconductor | Reduce -0.3% | 0.48% | −0.12 |
| ZTS Zoetis Inc. | Reduce -20.7% | 0.19% | −0.12 |
| NKE Nike Inc. Class B | Reduce -8.4% | 0.30% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -26.1% | 0.22% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -59.9% | 0.06% | −0.10 |
| CYTK Cytokinetics Inc. | Reduce -69.0% | 0.03% | −0.10 |
| DHR Danaher Corp. | Reduce -14.0% | 0.54% | −0.10 |
| ILMN Illumina Inc. | Reduce -16.3% | 0.28% | −0.09 |
| CBAY Cymabay Therapeutics Inc. | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Reduce -48.6% | 0.04% | −0.08 |
| FLEX Flex Ltd. | Reduce -1.6% | 0.43% | −0.08 |
| FERG Ferguson Jersey Ltd. | Reduce -13.9% | 0.64% | −0.08 |
| MCD McDonald's Corp. | Reduce -2.0% | 0.42% | −0.07 |
| ACN Accenture PLC Class A | Reduce -2.0% | 0.54% | −0.07 |
| DAY Dayforce Inc. | Reduce -17.2% | 0.19% | −0.07 |
| AON Aon PLC Class A | Reduce -87.8% | 0.01% | −0.06 |
| CTLT Catalent Inc. | Reduce -27.8% | 0.29% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -1.4% | 0.68% | −0.06 |
| CCK Crown Holdings Inc. | Reduce -4.1% | 0.18% | −0.06 |
| PLD Prologis Inc. | Reduce -21.8% | 0.12% | −0.05 |
| TEL Te Connectivity Ltd. | Reduce -11.2% | 0.25% | −0.05 |
| AMT American Tower Corp. | Reduce -0.9% | 0.23% | −0.05 |
| VICI Vici Properties Inc. | Reduce -86.5% | 0.01% | −0.05 |
| RRX Regal Rexnord Corp. | Reduce -50.9% | 0.06% | −0.05 |
| KEYS Keysight Technologies Inc. | Reduce -22.5% | 0.10% | −0.04 |
| SRE Sempra | Reduce -20.2% | 0.10% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -5.8% | 0.26% | −0.04 |
| BR Broadridge Financial Solutio | Reduce -1.8% | 0.37% | −0.04 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -19.2% | 0.18% | −0.04 |
| CAG Conagra Brands Inc. | Reduce -97.7% | 0.00% | −0.04 |
| HWM Howmet Aerospace Inc. | Reduce -19.9% | 0.51% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -15.6% | 0.24% | −0.04 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -0.6% | 0.37% | −0.04 |
| CBOE Cboe Global Markets Inc. | Reduce -14.3% | 0.16% | −0.04 |
| JNJ Johnson & Johnson | Reduce -24.4% | 0.09% | −0.04 |
| FTDR Frontdoor Inc. | Reduce -97.0% | 0.00% | −0.04 |
| AGCO Agco Corp. | Reduce -90.1% | 0.00% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| ORCL Oracle Corp. | Add +148.8% | 0.88% | +0.56 |
| AMZN Amazon.com Inc. | Add +5.8% | 3.02% | +0.39 |
| LLY Eli Lilly & Co. | Add +7.3% | 1.52% | +0.36 |
| DASH DoorDash Inc. Class A | Add +11416.7% | 0.26% | +0.26 |
| AMGN Amgen Inc. | Add +137.1% | 0.37% | +0.20 |
| ABBV Abbvie Inc. | Add +12.8% | 1.08% | +0.19 |
| ASML ASML Holding NV-NY Reg SHS | Add +18.9% | 0.65% | +0.18 |
| AMAT Applied Materials Inc. | Add +126.4% | 0.25% | +0.16 |
| DTE DTE Energy Company | Add +6964.9% | 0.13% | +0.13 |
| UBER Uber Technologies Inc. | Add +36.3% | 0.34% | +0.12 |
| DIS The Walt Disney Co. | Add +663.0% | 0.13% | +0.11 |
| AJG Arthur J Gallagher & Co. | Add +180.6% | 0.17% | +0.11 |
| FTV Fortive Corp. | Add +47.1% | 0.29% | +0.11 |
| APG Api Group Corp. | Add +6312.4% | 0.10% | +0.10 |
| CSGP Costar Group Inc. | Add +17.7% | 0.62% | +0.10 |
| MRVL Marvell Technology Inc. | Add +13.4% | 0.52% | +0.09 |
| MELI MercadoLibre Inc. | Add +55.8% | 0.30% | +0.08 |
| AVGO Broadcom Inc. | Add +18.4% | 0.34% | +0.08 |
| ICLR Icon PLC | Add +39.5% | 0.22% | +0.07 |
| ARGX Argenx SE - ADR | Add +24.8% | 0.48% | +0.07 |
| MSI Motorola Solutions Inc. | Add +1477.3% | 0.07% | +0.07 |
| ETN Eaton Corp. PLC | Add +15.5% | 0.22% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +17.7% | 0.13% | +0.06 |
| LVS Las Vegas Sands Corp. | Add +58.6% | 0.15% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +589.4% | 0.06% | +0.05 |
| W Wayfair Inc. Class A | Add +423.6% | 0.06% | +0.05 |
| MMM 3M Co. | Add +1015.6% | 0.05% | +0.05 |
| EXR Extra Space Storage Inc. | Add +2244.2% | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +16.8% | 0.14% | +0.04 |
| CUBE Cubesmart | Add +1575.2% | 0.04% | +0.04 |
| DYN Dyne Therapeutics Inc. | Add +23512.0% | 0.04% | +0.04 |
| GIB Cgi Inc. | Add +3776.8% | 0.04% | +0.04 |
| SGRY Surgery Partners Inc. | Add +7987.1% | 0.04% | +0.04 |
| STLA Stellantis NV | Add +67.5% | 0.09% | +0.04 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +264.1% | 0.05% | +0.04 |
| MBLY Mobileye Global Inc. Class A | New | 0.04% | +0.04 |
| CACI Caci International Inc. Class A | Add +1669.6% | 0.04% | +0.04 |
| CGON CG Oncology Inc. | New | 0.04% | +0.04 |
| LAZ Lazard Inc. | New | 0.04% | +0.04 |
| KRC Kilroy Realty Corp. | Add +2767.7% | 0.03% | +0.03 |
| MSA Msa Safety Inc. | Add +1601.5% | 0.03% | +0.03 |
| RVMD Revolution Medicines Inc. | Add +77.9% | 0.07% | +0.03 |
| TFII Tfi International Inc. | Add +2.6% | 0.34% | +0.03 |
| KIM Kimco Realty Corp. | Add +3711.4% | 0.03% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +11.7% | 0.24% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +10.9% | 0.17% | +0.03 |
| BBIO Bridgebio Pharma Inc. | Add +189.7% | 0.06% | +0.03 |
| JANX Janux Therapeutics Inc. | Add +1.8% | 0.04% | +0.03 |
| VZ Verizon Communications Inc. | Add +45.5% | 0.08% | +0.03 |
| AVDL Avadel Pharmaceuticals plc | Add +16.1% | 0.12% | +0.03 |
Notes & Other Activity Q4 2023 → Q1 2024
| CLARIVATE PLC (CLVT 5.25 06/01/24 A) | 5.25% PFD CONV A | Reduce -5.2% | 905,143 | $27.2M |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | Sold out | 195,956 | $11.1Mbefore exit |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | New | 110,346 | $6.5M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026Amended | 2,395 | $209.3B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q4 2025 | 2,394 | $223.3B | NVDA, MSFT, AMZN, GOOG, AAPL |
| Q3 2025 | 2,388 | $219.0B | NVDA, MSFT, AMZN, AAPL, AVGO |
| Q2 2025 | 2,392 | $204.0B | MSFT, NVDA, AMZN, META, AVGO |
| Q1 2025 | 2,470 | $182.4B | MSFT, NVDA, AMZN, AAPL, META |
| Q4 2024 | 2,519 | $196.7B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q3 2024 | 2,525 | $195.4B | MSFT, NVDA, AAPL, AMZN, META |
| Q2 2024 | 2,516 | $186.7B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q1 2024 | 2,525 | $183.3B | MSFT, NVDA, AMZN, META, AAPL |