Janus Henderson Group PLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Janus Henderson Group PLC reported 2,516 stock positions worth $186.7 billion. Its top holding was Microsoft (MSFT) at 7.1% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Apple (AAPL, 3.6%). Compared with Q1 2024, it opened 89 new positions, sold out of 101, added to 629 and reduced 1,761. The biggest buy was Apple (AAPL, shares +8%) and the biggest sale Adobe (ADBE, shares −70%).
- Most Recent 13F
- Q1 2026
- Location
- LONDON, X0
- CIK
- 0001274173
- Portfolio Value
- $186.7B (Q2 2024)
- SEC Filing
- 0001085146-24-003869 ↗ filed Aug 14, 2024
Holdings Value
Holdings 2,516 stocks · $186.7B
| MSFT Microsoft Corp. | 7.08% | 29,579,540 | $13.2B | Reduce -0.1% |
| NVDA Nvidia Corp. | 5.87% | 88,796,767 | $11.0B | Reduce -7.1% |
| AAPL Apple Inc. | 3.56% | 31,564,800 | $6.6B | Add +7.9% |
| AMZN Amazon.com Inc. | 3.06% | 29,533,798 | $5.7B | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 2.90% | 29,499,050 | $5.4B | Add +9.5% |
| META Meta Platforms Inc. Class A | 2.89% | 10,712,561 | $5.4B | Reduce -2.0% |
| LLY Eli Lilly & Co. | 2.01% | 4,141,246 | $3.7B | Add +15.8% |
| MA Mastercard Inc. Class A | 1.78% | 7,540,030 | $3.3B | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 1.36% | 4,969,327 | $2.5B | Reduce -6.5% |
| ORCL Oracle Corp. | 1.10% | 14,554,083 | $2.1B | Add +13.1% |
| ABBV Abbvie Inc. | 1.05% | 11,450,623 | $2.0B | Add +5.1% |
| LRCX Lam Research Corp. | 1.04% | 1,827,784 | $1.9B | Reduce -6.2% |
| BKNG Booking Holdings Inc. | 1.04% | 489,953 | $1.9B | Reduce -4.7% |
| PGR Progressive Corp. | 0.87% | 7,839,934 | $1.6B | Reduce -10.4% |
| AVGO Broadcom Inc. | 0.83% | 960,917 | $1.5B | Add +103.4% |
| AMD Advanced Micro Devices | 0.79% | 9,141,208 | $1.5B | Add +30.9% |
| KLAC KLA Corp. | 0.79% | 1,781,318 | $1.5B | Reduce -8.2% |
| AMGN Amgen Inc. | 0.77% | 4,604,785 | $1.4B | Add +93.4% |
| BSX Boston Scientific Corp. | 0.76% | 18,317,062 | $1.4B | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 0.74% | 6,871,206 | $1.4B | Reduce -2.2% |
| DE Deere & Co. | 0.72% | 3,584,982 | $1.3B | Reduce -7.1% |
| MRK Merck & Co. Inc. | 0.71% | 10,690,678 | $1.3B | Add +2.2% |
| TXN Texas Instruments Inc. | 0.69% | 6,610,269 | $1.3B | Reduce -7.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.61% | 2,416,717 | $1.1B | Reduce -6.5% |
| FWONK Liberty Media Corp. Class C | 0.60% | 15,485,692 | $1.1B | Reduce -1.1% |
| TFX Teleflex Inc. | 0.59% | 5,229,305 | $1.1B | Reduce -3.3% |
| GDDY GoDaddy Inc. Class A | 0.57% | 7,671,897 | $1.1B | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.57% | 1,038,463 | $1.1B | Reduce -14.9% |
| ARGX Argenx SE - ADR | 0.57% | 2,468,232 | $1.1B | Add +11.3% |
| V Visa Inc. Class A | 0.55% | 3,911,576 | $1.0B | Add +0.2% |
| WDAY Workday Inc. Class A | 0.54% | 4,504,672 | $1.0B | Add +1.2% |
| DHR Danaher Corp. | 0.53% | 3,975,399 | $993.2M | Reduce -0.5% |
| FERG Ferguson Jersey Ltd. | 0.51% | 4,959,248 | $959.6M | Reduce -7.3% |
| SSNC Ss&c Technologies Holdings | 0.51% | 15,241,974 | $955.2M | Add +1.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.50% | 5,410,429 | $940.5M | Add +75.9% |
| MRVL Marvell Technology Inc. | 0.50% | 13,231,492 | $925.0M | Reduce -1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 8,385,198 | $923.2M | Reduce -36.6% |
| AXP American Express Co. | 0.49% | 3,927,649 | $909.5M | Reduce -5.7% |
| CSGP Costar Group Inc. | 0.48% | 12,114,530 | $898.2M | Add +2.6% |
| PG The Procter & Gamble Co. | 0.47% | 5,375,537 | $886.5M | Reduce -10.5% |
| LIN Linde PLC | 0.46% | 1,970,964 | $865.0M | Add +0.9% |
| NFLX Netflix Inc. | 0.45% | 1,251,719 | $844.7M | Reduce -0.3% |
| HWM Howmet Aerospace Inc. | 0.45% | 10,864,802 | $843.4M | Reduce -20.7% |
| UBER Uber Technologies Inc. | 0.44% | 11,230,539 | $816.0M | Add +40.2% |
| HON Honeywell International Inc. | 0.42% | 3,713,083 | $792.9M | Add +37.6% |
| ON On Semiconductor | 0.42% | 11,543,004 | $791.3M | Reduce -3.0% |
| FLEX Flex Ltd. | 0.42% | 26,529,371 | $782.3M | Reduce -4.0% |
| ABT Abbott Laboratories | 0.41% | 7,310,831 | $759.7M | Reduce -9.6% |
| WEX Wex Inc. | 0.39% | 4,138,313 | $733.1M | Add +1.2% |
| NXPI NXP Semiconductors NV | 0.39% | 2,710,788 | $729.4M | Reduce -0.0% |
| LPLA LPL Financial Holdings Inc. | 0.38% | 2,542,185 | $710.0M | Reduce -1.3% |
| MELI MercadoLibre Inc. | 0.38% | 427,571 | $702.7M | Add +16.0% |
| MCD McDonald's Corp. | 0.37% | 2,745,182 | $699.6M | Reduce -0.5% |
| WAB Wabtec Corp. | 0.37% | 4,422,241 | $698.7M | Reduce -13.8% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.37% | 2,485,751 | $696.3M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.36% | 3,696,232 | $673.0M | Add +2.3% |
| PCVX Vaxcyte Inc. | 0.36% | 8,868,907 | $669.7M | Add +15.6% |
| CDNS Cadence Design SYS Inc. | 0.36% | 2,167,430 | $667.0M | Reduce -2.7% |
| SYK Stryker Corp. | 0.35% | 1,941,336 | $660.5M | Add +6.2% |
| TDY Teledyne Technologies Inc. | 0.35% | 1,700,107 | $659.6M | Add +8.0% |
| MS Morgan Stanley | 0.35% | 6,756,525 | $656.7M | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.35% | 2,778,980 | $655.8M | Add +23.2% |
| RVTY Revvity Inc. | 0.35% | 6,226,901 | $653.0M | Add +9.9% |
| BR Broadridge Financial Solutio | 0.35% | 3,288,196 | $647.8M | Add +0.4% |
| NOW ServiceNow Inc. | 0.34% | 813,955 | $640.4M | Add +66.9% |
| CRM Salesforce Inc. | 0.34% | 2,470,695 | $635.2M | Add +280.8% |
| SNPS Synopsys Inc. | 0.34% | 1,058,689 | $630.0M | Add +0.3% |
| CTVA Corteva Inc. | 0.33% | 11,483,379 | $619.4M | Add +8.2% |
| SCHW Schwab (charles) Corp. | 0.32% | 8,222,311 | $605.9M | Reduce -2.8% |
| SRPT Sarepta Therapeutics Inc. | 0.32% | 3,815,368 | $602.7M | Reduce -22.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.32% | 7,496,720 | $589.1M | Add +0.5% |
| HD Home Depot Inc. | 0.31% | 1,707,401 | $587.8M | Add +6.8% |
| CMG Chipotle Mexican Grill Inc. | 0.31% | 9,312,123 | $583.5M | Reduce -10.1% |
| BX Blackstone Inc. | 0.31% | 4,656,129 | $576.4M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.31% | 1,821,500 | $571.1M | Add +38.2% |
| TFII Tfi International Inc. | 0.30% | 3,801,696 | $551.9M | Reduce -2.3% |
| ACN Accenture PLC Class A | 0.29% | 1,796,501 | $545.1M | Reduce -36.8% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 984,058 | $544.2M | Reduce -25.6% |
| LNT Alliant Energy Corp. | 0.29% | 10,626,062 | $540.9M | Add +0.4% |
| MNST Monster Beverage Corp. | 0.29% | 10,779,930 | $538.5M | Reduce -3.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.29% | 2,464,033 | $537.7M | Reduce -2.2% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.29% | 3,352,161 | $536.3M | Reduce -0.3% |
| ASND Ascendis Pharma A/S | 0.29% | 3,918,813 | $534.5M | Add +4.0% |
| DASH DoorDash Inc. Class A | 0.28% | 4,832,823 | $525.7M | Add +39.9% |
| FTV Fortive Corp. | 0.28% | 7,063,896 | $523.4M | Add +13.1% |
| DOX Amdocs Ltd. | 0.28% | 6,514,518 | $514.1M | Add +0.4% |
| GMED Globus Medical Inc. Class A | 0.27% | 7,384,889 | $505.8M | Reduce -3.6% |
| ARMK Aramark | 0.27% | 14,818,155 | $504.1M | Add +10.7% |
| EW Edwards Lifesciences Corp. | 0.27% | 5,433,557 | $501.9M | Add +3.0% |
| INTU Intuit Inc. | 0.27% | 760,817 | $500.0M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.27% | 586,675 | $498.7M | Reduce -3.3% |
| IR Ingersoll-Rand Inc. | 0.27% | 5,471,168 | $497.0M | Reduce -14.5% |
| LAMR Lamar Advertising Co. Class A | 0.26% | 4,129,592 | $493.6M | Reduce -1.1% |
| ADI Analog Devices Inc. | 0.26% | 2,154,090 | $491.7M | Add +70.6% |
| RTO Rentokil Initial PLC-SP ADR | 0.26% | 16,372,952 | $485.4M | Add +1.4% |
| STZ Constellation Brands Inc. Class A | 0.25% | 1,831,627 | $471.2M | Reduce -16.3% |
| COP Conocophillips | 0.25% | 4,070,462 | $465.6M | Add +2.1% |
| MRSH Marsh & McLennan Cos | 0.25% | 2,189,737 | $461.4M | Add +2.2% |
| CVX Chevron Corp. | 0.24% | 2,887,072 | $451.6M | Add +4.9% |
| LHX L3HARRIS Technologies Inc. | 0.24% | 1,979,972 | $444.7M | Reduce -0.9% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $5.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 110,346 | $5.1M | No change |
| GRABW Grab Holdings Ltd.-CW 26 | *W EXP 99/99/999 | 403,754 | $65K | No change |
Total filed on the 13F, all lines: $186.7B.
Portfolio Sells Q1 2024 → Q2 2024
| ADBE Adobe Inc. | Reduce -70.2% | 0.21% | −0.45 |
| NICE Nice Ltd. - Spon ADR | Reduce -55.4% | 0.10% | −0.25 |
| ACN Accenture PLC Class A | Reduce -36.8% | 0.29% | −0.25 |
| TJX TJX Companies Inc. | Reduce -36.6% | 0.49% | −0.24 |
| SBUX Starbucks Corp. | Reduce -96.6% | 0.01% | −0.23 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 1.78% | −0.22 |
| CMCSA Comcast Corp. Class A | Reduce -94.5% | 0.01% | −0.21 |
| SHW The Sherwin-Williams Co. | Reduce -85.2% | 0.03% | −0.21 |
| CTLT Catalent Inc. | Reduce -67.6% | 0.09% | −0.20 |
| ILMN Illumina Inc. | Reduce -58.1% | 0.09% | −0.19 |
| FCX Freeport-McMoran Inc. | Reduce -59.8% | 0.12% | −0.18 |
| GD General Dynamics Corp. | Reduce -49.8% | 0.16% | −0.16 |
| DE Deere & Co. | Reduce -7.1% | 0.72% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Reduce -25.6% | 0.29% | −0.13 |
| ROK Rockwell Automation Inc. | Reduce -98.2% | 0.00% | −0.13 |
| FERG Ferguson Jersey Ltd. | Reduce -7.3% | 0.51% | −0.12 |
| PGR Progressive Corp. | Reduce -10.4% | 0.87% | −0.12 |
| ABT Abbott Laboratories | Reduce -9.6% | 0.41% | −0.09 |
| NKE Nike Inc. Class B | Reduce -11.2% | 0.21% | −0.09 |
| MCHP Microchip Technology Inc. | Reduce -33.9% | 0.17% | −0.09 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -6.5% | 1.36% | −0.08 |
| TFX Teleflex Inc. | Reduce -3.3% | 0.59% | −0.08 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -0.3% | 0.29% | −0.08 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -14.9% | 0.57% | −0.08 |
| MNST Monster Beverage Corp. | Reduce -3.8% | 0.29% | −0.07 |
| STZ Constellation Brands Inc. Class A | Reduce -16.3% | 0.25% | −0.07 |
| LVS Las Vegas Sands Corp. | Reduce -34.0% | 0.08% | −0.07 |
| IR Ingersoll-Rand Inc. | Reduce -14.5% | 0.27% | −0.07 |
| MDT Medtronic PLC | Reduce -30.3% | 0.10% | −0.06 |
| CSTM Constellium SE | Reduce -40.4% | 0.06% | −0.06 |
| STLA Stellantis NV | Reduce -58.5% | 0.02% | −0.06 |
| HWM Howmet Aerospace Inc. | Reduce -20.7% | 0.45% | −0.06 |
| CRH CRH PLC | Reduce -20.4% | 0.12% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -10.5% | 0.47% | −0.06 |
| HCA HCA Healthcare Inc. | Reduce -16.4% | 0.21% | −0.05 |
| ON On Semiconductor | Reduce -3.0% | 0.42% | −0.05 |
| CCK Crown Holdings Inc. | Reduce -24.3% | 0.12% | −0.05 |
| RRX Regal Rexnord Corp. | Reduce -94.6% | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.37% | −0.05 |
| MPC Marathon Petroleum Corp. | Reduce -24.2% | 0.09% | −0.05 |
| STE Steris PLC | Reduce -15.6% | 0.20% | −0.05 |
| EXR Extra Space Storage Inc. | Reduce -95.2% | 0.00% | −0.05 |
| TFII Tfi International Inc. | Reduce -2.3% | 0.30% | −0.04 |
| CHX Championx Corp. | Reduce -66.5% | 0.02% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -85.5% | 0.01% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -38.6% | 0.10% | −0.04 |
| CDW CDW Corp. | Reduce -93.2% | 0.00% | −0.04 |
| AXON Axon Enterprise Inc. | Reduce -49.2% | 0.03% | −0.04 |
| GEHC GE Healthcare Technology | Reduce -94.1% | 0.00% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +7.9% | 3.56% | +0.82 |
| GOOG Alphabet Inc. Class C | Add +9.5% | 2.90% | +0.66 |
| LLY Eli Lilly & Co. | Add +15.8% | 2.01% | +0.49 |
| AVGO Broadcom Inc. | Add +103.4% | 0.83% | +0.48 |
| AMGN Amgen Inc. | Add +93.4% | 0.77% | +0.40 |
| TSM Taiwan Semiconductor-SP ADR | Add +75.9% | 0.50% | +0.28 |
| CRM Salesforce Inc. | Add +280.8% | 0.34% | +0.23 |
| ORCL Oracle Corp. | Add +13.1% | 1.10% | +0.22 |
| SHOP Shopify Inc. Class A | Add +3219.3% | 0.15% | +0.14 |
| NOW ServiceNow Inc. | Add +66.9% | 0.34% | +0.14 |
| MMM 3M Co. | Add +287.9% | 0.19% | +0.14 |
| ADSK Autodesk Inc. | Add +243.5% | 0.20% | +0.13 |
| ADI Analog Devices Inc. | Add +70.6% | 0.26% | +0.13 |
| HON Honeywell International Inc. | Add +37.6% | 0.42% | +0.12 |
| AMD Advanced Micro Devices | Add +30.9% | 0.79% | +0.11 |
| UBER Uber Technologies Inc. | Add +40.2% | 0.44% | +0.10 |
| AMAT Applied Materials Inc. | Add +23.2% | 0.35% | +0.10 |
| ARGX Argenx SE - ADR | Add +11.3% | 0.57% | +0.09 |
| ETN Eaton Corp. PLC | Add +38.2% | 0.31% | +0.08 |
| GDDY GoDaddy Inc. Class A | Add +0.6% | 0.57% | +0.08 |
| APP AppLovin Corp. Class A | Add +16714.5% | 0.08% | +0.08 |
| MCK McKesson Corp. | Add +1212.1% | 0.08% | +0.07 |
| PCVX Vaxcyte Inc. | Add +15.6% | 0.36% | +0.07 |
| MELI MercadoLibre Inc. | Add +16.0% | 0.38% | +0.07 |
| APH Amphenol Corp. Class A | Add +104.7% | 0.12% | +0.07 |
| MCO Moody's Corp. | Add +949.9% | 0.07% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.36% | +0.06 |
| RNAM Avidity Biosciences Inc. | Add +194.2% | 0.08% | +0.06 |
| PSA Public Storage | Add +1784.3% | 0.06% | +0.06 |
| WDC Western Digital Corp. | Add +3349.7% | 0.06% | +0.06 |
| MIRM Mirum Pharmaceuticals Inc. | Add +80.3% | 0.09% | +0.05 |
| ULS Ul Solutions Inc. Class A | New | 0.05% | +0.05 |
| DYN Dyne Therapeutics Inc. | Add +72.8% | 0.09% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +876.2% | 0.05% | +0.04 |
| TYL Tyler Technologies Inc. | Add +12.7% | 0.16% | +0.04 |
| APG Api Group Corp. | Add +44.1% | 0.14% | +0.04 |
| DELL Dell Technologies -C | Add +3175.1% | 0.04% | +0.04 |
| W Wayfair Inc. Class A | Add +106.6% | 0.10% | +0.03 |
| ASTS Ast Spacemobile Inc. | Add +0.1% | 0.05% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | New | 0.03% | +0.03 |
| INSP Inspire Medical Systems Inc. | Add +3394.4% | 0.03% | +0.03 |
| ARMK Aramark | Add +10.7% | 0.27% | +0.03 |
| FR First Industrial Realty TR | Add +1926.5% | 0.03% | +0.03 |
| FLUT Flutter Entertainment PLC-Di | New | 0.03% | +0.03 |
| DTE DTE Energy Company | Add +27.0% | 0.16% | +0.03 |
| DT Dynatrace Inc. | Add +21.9% | 0.21% | +0.03 |
| EGP Eastgroup Properties Inc. | Add +1486.7% | 0.03% | +0.03 |
| RVMD Revolution Medicines Inc. | Add +18.6% | 0.10% | +0.03 |
| CGNX Cognex Corp. | Add +1264.2% | 0.03% | +0.03 |
| ELS Equity Lifestyle Properties | Add +160.6% | 0.04% | +0.03 |
Notes & Other Activity Q1 2024 → Q2 2024
| CLARIVATE PLC (CLVT 5.25 06/01/24 A) | 5.25% PFD CONV A | Sold out | 905,143 | $27.2Mbefore exit |
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 |