Janus Henderson Group PLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Janus Henderson Group PLC reported 2,525 stock positions worth $195.4 billion. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Apple (AAPL, 3.8%). Compared with Q2 2024, it opened 65 new positions, sold out of 57, added to 700 and reduced 685. The biggest buy was Broadcom (AVGO, shares +39%) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q1 2026
- Location
- LONDON, X0
- CIK
- 0001274173
- Portfolio Value
- $195.4B (Q3 2024)
- SEC Filing
- 0001085146-24-005765 ↗ filed Nov 14, 2024
Holdings Value
Holdings 2,525 stocks · $195.4B
| MSFT Microsoft Corp. | 6.25% | 28,393,536 | $12.2B | Reduce -4.0% |
| NVDA Nvidia Corp. | 5.36% | 86,245,753 | $10.5B | Reduce -2.9% |
| AAPL Apple Inc. | 3.77% | 31,585,766 | $7.4B | Add +0.1% |
| AMZN Amazon.com Inc. | 2.91% | 30,503,025 | $5.7B | Add +3.3% |
| META Meta Platforms Inc. Class A | 2.86% | 9,763,318 | $5.6B | Reduce -8.9% |
| GOOG Alphabet Inc. Class C | 2.51% | 29,360,194 | $4.9B | Reduce -0.5% |
| LLY Eli Lilly & Co. | 1.83% | 4,035,083 | $3.6B | Reduce -2.6% |
| MA Mastercard Inc. Class A | 1.82% | 7,194,835 | $3.6B | Reduce -4.6% |
| UNH Unitedhealth Group Inc. | 1.48% | 4,958,299 | $2.9B | Reduce -0.2% |
| ORCL Oracle Corp. | 1.27% | 14,608,951 | $2.5B | Add +0.4% |
| AVGO Broadcom Inc. | 1.18% | 13,384,070 | $2.3B | Add +39.3% |
| BKNG Booking Holdings Inc. | 1.06% | 492,274 | $2.1B | Add +0.5% |
| ABBV Abbvie Inc. | 1.02% | 10,047,026 | $2.0B | Reduce -12.3% |
| PGR Progressive Corp. | 0.93% | 7,172,673 | $1.8B | Reduce -8.5% |
| AMGN Amgen Inc. | 0.85% | 5,143,330 | $1.7B | Add +11.7% |
| AMD Advanced Micro Devices | 0.73% | 8,728,088 | $1.4B | Reduce -4.5% |
| ARGX Argenx SE - ADR | 0.69% | 2,479,207 | $1.3B | Add +0.4% |
| TFX Teleflex Inc. | 0.68% | 5,376,452 | $1.3B | Add +2.8% |
| KLAC KLA Corp. | 0.68% | 1,706,956 | $1.3B | Reduce -4.2% |
| BSX Boston Scientific Corp. | 0.68% | 15,745,111 | $1.3B | Reduce -14.0% |
| PCVX Vaxcyte Inc. | 0.64% | 10,921,896 | $1.2B | Add +23.1% |
| WDAY Workday Inc. Class A | 0.62% | 4,985,131 | $1.2B | Add +10.7% |
| SSNC Ss&c Technologies Holdings | 0.61% | 16,059,475 | $1.2B | Add +5.4% |
| FWONK Liberty Media Corp. Class C | 0.60% | 15,234,470 | $1.2B | Reduce -1.6% |
| MNST Monster Beverage Corp. | 0.60% | 22,559,092 | $1.2B | Add +109.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.60% | 2,516,831 | $1.2B | Add +4.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.58% | 6,485,854 | $1.1B | Add +19.9% |
| GDDY GoDaddy Inc. Class A | 0.57% | 7,043,099 | $1.1B | Reduce -8.2% |
| DHR Danaher Corp. | 0.55% | 3,882,795 | $1.1B | Reduce -2.3% |
| AXP American Express Co. | 0.55% | 3,960,842 | $1.1B | Add +0.8% |
| V Visa Inc. Class A | 0.52% | 3,721,718 | $1.0B | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.52% | 4,840,104 | $1.0B | Reduce -29.6% |
| UBER Uber Technologies Inc. | 0.51% | 13,286,812 | $998.8M | Add +18.3% |
| MRK Merck & Co. Inc. | 0.51% | 8,769,626 | $995.9M | Reduce -18.0% |
| HWM Howmet Aerospace Inc. | 0.51% | 9,921,224 | $994.6M | Reduce -8.7% |
| FERG Ferguson Enterprises Inc. | 0.49% | 4,872,532 | $966.8M | Reduce -1.8% |
| AMAT Applied Materials Inc. | 0.48% | 4,663,133 | $942.2M | Add +67.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 7,872,755 | $925.3M | Reduce -6.1% |
| LIN Linde PLC | 0.47% | 1,918,770 | $914.9M | Reduce -2.6% |
| DE Deere & Co. | 0.46% | 2,154,947 | $899.3M | Reduce -39.9% |
| NFLX Netflix Inc. | 0.46% | 1,266,649 | $898.4M | Add +1.2% |
| FLEX Flex Ltd. | 0.46% | 26,874,144 | $898.4M | Add +1.3% |
| MRVL Marvell Technology Inc. | 0.46% | 12,382,067 | $893.0M | Reduce -6.4% |
| WEX Wex Inc. | 0.45% | 4,163,678 | $873.3M | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.44% | 1,026,896 | $855.7M | Reduce -1.1% |
| MELI MercadoLibre Inc. | 0.44% | 416,174 | $853.9M | Reduce -2.7% |
| PG The Procter & Gamble Co. | 0.44% | 4,907,637 | $850.0M | Reduce -8.7% |
| MCD McDonald's Corp. | 0.43% | 2,765,049 | $842.0M | Add +0.7% |
| ON On Semiconductor | 0.42% | 11,335,275 | $823.1M | Reduce -1.8% |
| HON Honeywell International Inc. | 0.42% | 3,978,872 | $822.5M | Add +7.2% |
| RVTY Revvity Inc. | 0.41% | 6,335,302 | $809.3M | Add +1.7% |
| ETN Eaton Corp. PLC | 0.41% | 2,419,200 | $801.8M | Add +32.8% |
| DASH DoorDash Inc. Class A | 0.40% | 5,533,288 | $789.8M | Add +14.5% |
| HD Home Depot Inc. | 0.40% | 1,908,760 | $773.3M | Add +11.8% |
| TDY Teledyne Technologies Inc. | 0.38% | 1,709,475 | $748.2M | Add +0.6% |
| NOW ServiceNow Inc. | 0.37% | 812,192 | $726.3M | Reduce -0.2% |
| ICE Intercontinental Exchange Inc. | 0.37% | 4,520,639 | $726.2M | Add +326.3% |
| SYK Stryker Corp. | 0.36% | 1,969,757 | $711.6M | Add +1.5% |
| BX Blackstone Inc. | 0.36% | 4,618,990 | $707.3M | Reduce -0.8% |
| BR Broadridge Financial Solutio | 0.36% | 3,236,793 | $696.0M | Reduce -1.6% |
| CRM Salesforce Inc. | 0.34% | 2,407,029 | $658.8M | Reduce -2.6% |
| MS Morgan Stanley | 0.34% | 6,314,308 | $658.2M | Reduce -6.5% |
| CTVA Corteva Inc. | 0.34% | 11,195,046 | $658.2M | Reduce -2.5% |
| NXPI NXP Semiconductors NV | 0.34% | 2,730,933 | $655.5M | Add +0.7% |
| ACN Accenture PLC Class A | 0.33% | 1,847,496 | $653.0M | Add +2.8% |
| LNT Alliant Energy Corp. | 0.33% | 10,691,172 | $648.8M | Add +0.6% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.33% | 11,321,958 | $642.3M | Add +0.7% |
| ABT Abbott Laboratories | 0.33% | 5,571,362 | $635.2M | Reduce -23.8% |
| FTV Fortive Corp. | 0.32% | 8,041,324 | $634.7M | Add +13.8% |
| ASND Ascendis Pharma A/S | 0.32% | 4,186,694 | $625.1M | Add +6.8% |
| ARMK Aramark | 0.31% | 15,714,443 | $608.6M | Add +6.0% |
| CDNS Cadence Design SYS Inc. | 0.31% | 2,244,676 | $608.4M | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 0.31% | 3,612,657 | $599.4M | Reduce -2.3% |
| TXN Texas Instruments Inc. | 0.30% | 2,876,087 | $594.1M | Reduce -56.5% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 954,203 | $590.2M | Reduce -3.0% |
| LPLA LPL Financial Holdings Inc. | 0.30% | 2,528,497 | $588.2M | Reduce -0.5% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.30% | 3,374,724 | $581.6M | Add +0.7% |
| DOX Amdocs Ltd. | 0.30% | 6,625,875 | $579.6M | Add +1.7% |
| SNPS Synopsys Inc. | 0.30% | 1,139,887 | $577.3M | Add +7.7% |
| WAB Wabtec Corp. | 0.29% | 3,151,283 | $572.8M | Reduce -28.7% |
| LAMR Lamar Advertising Co. Class A | 0.29% | 4,248,660 | $567.6M | Add +2.9% |
| CMG Chipotle Mexican Grill Inc. | 0.29% | 9,830,644 | $566.4M | Add +5.6% |
| CME Cme Group Inc. | 0.28% | 2,514,040 | $554.7M | Add +17.8% |
| JNJ Johnson & Johnson | 0.28% | 3,389,361 | $549.2M | Add +228.1% |
| HCA HCA Healthcare Inc. | 0.28% | 1,339,638 | $544.5M | Add +12.0% |
| SRPT Sarepta Therapeutics Inc. | 0.28% | 4,358,511 | $544.4M | Add +14.2% |
| IR Ingersoll-Rand Inc. | 0.27% | 5,467,511 | $536.7M | Reduce -0.1% |
| CZR Caesars Entertainment Inc. | 0.27% | 12,609,243 | $526.3M | Add +18.7% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.27% | 2,478,160 | $525.9M | Reduce -0.3% |
| TFII Tfi International Inc. | 0.27% | 3,800,093 | $520.2M | Reduce -0.0% |
| AMT American Tower Corp. | 0.26% | 2,224,497 | $517.3M | Add +6.0% |
| GMED Globus Medical Inc. Class A | 0.26% | 6,997,667 | $500.6M | Reduce -5.2% |
| CSGP Costar Group Inc. | 0.26% | 6,627,229 | $500.0M | Reduce -45.3% |
| NKE Nike Inc. Class B | 0.25% | 5,617,551 | $496.6M | Add +8.4% |
| ADP Automatic Data Processing | 0.25% | 1,778,836 | $492.3M | Reduce -1.2% |
| MRSH Marsh & McLennan Cos | 0.25% | 2,171,137 | $484.4M | Reduce -0.8% |
| STZ Constellation Brands Inc. Class A | 0.24% | 1,853,081 | $477.5M | Add +1.2% |
| DT Dynatrace Inc. | 0.24% | 8,867,749 | $474.2M | Reduce -0.1% |
| MMM 3M Co. | 0.24% | 3,430,976 | $469.0M | Reduce -0.5% |
| LVS Las Vegas Sands Corp. | 0.24% | 9,130,486 | $459.6M | Add +159.6% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $13.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | 266,056 | $13.4M | New |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 7,000 | $316K | Reduce -93.7% |
| GRABW Grab Holdings Ltd.-CW 26 | *W EXP 99/99/999 | 403,754 | $97K | No change |
Total filed on the 13F, all lines: $195.4B.
Portfolio Sells Q2 2024 → Q3 2024
| LRCX Lam Research Corp. | Sold out | 0.00% | −1.04 |
| MSFT Microsoft Corp. | Reduce -4.0% | 6.25% | −0.83 |
| NVDA Nvidia Corp. | Reduce -2.9% | 5.36% | −0.51 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 2.51% | −0.38 |
| TXN Texas Instruments Inc. | Reduce -56.5% | 0.30% | −0.38 |
| DE Deere & Co. | Reduce -39.9% | 0.46% | −0.26 |
| EW Edwards Lifesciences Corp. | Reduce -76.7% | 0.04% | −0.23 |
| CSGP Costar Group Inc. | Reduce -45.3% | 0.26% | −0.23 |
| JPM JPMorgan Chase & Co. | Reduce -29.6% | 0.52% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -18.0% | 0.51% | −0.20 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 1.83% | −0.18 |
| HSY The Hershey Co. | Reduce -87.0% | 0.02% | −0.13 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.1% | 0.44% | −0.13 |
| KLAC KLA Corp. | Reduce -4.2% | 0.68% | −0.11 |
| SCHW Schwab (charles) Corp. | Reduce -19.4% | 0.22% | −0.10 |
| MDGL Madrigal Pharmaceuticals Inc. | Reduce -0.3% | 0.27% | −0.10 |
| CTLT Catalent Inc. | Reduce -93.5% | 0.01% | −0.09 |
| ABT Abbott Laboratories | Reduce -23.8% | 0.33% | −0.08 |
| WAB Wabtec Corp. | Reduce -28.7% | 0.29% | −0.08 |
| BSX Boston Scientific Corp. | Reduce -14.0% | 0.68% | −0.08 |
| LPLA LPL Financial Holdings Inc. | Reduce -0.5% | 0.30% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -28.6% | 0.19% | −0.08 |
| MCHP Microchip Technology Inc. | Reduce -32.0% | 0.10% | −0.07 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -25.3% | 0.22% | −0.07 |
| INTU Intuit Inc. | Reduce -18.2% | 0.20% | −0.07 |
| COR Cencora Inc. | Reduce -54.9% | 0.05% | −0.06 |
| AMD Advanced Micro Devices | Reduce -4.5% | 0.73% | −0.06 |
| COP Conocophillips | Reduce -13.1% | 0.19% | −0.06 |
| ADI Analog Devices Inc. | Reduce -19.1% | 0.21% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 0.31% | −0.05 |
| GD General Dynamics Corp. | Reduce -30.0% | 0.11% | −0.05 |
| NICE Nice Ltd. - Spon ADR | Reduce -42.7% | 0.06% | −0.05 |
| EOG EOG Resources Inc. | Reduce -64.7% | 0.02% | −0.05 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.04 |
| SLB SLB Ltd. | Reduce -27.1% | 0.07% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -87.4% | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -8.7% | 0.44% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -99.2% | 0.00% | −0.04 |
| MRVL Marvell Technology Inc. | Reduce -6.4% | 0.46% | −0.04 |
| ABBV Abbvie Inc. | Reduce -12.3% | 1.02% | −0.04 |
| FOLD Amicus Therapeutics Inc. | Reduce -52.1% | 0.03% | −0.04 |
| WIRE Encore Wire Corp. | Sold out | 0.00% | −0.03 |
| AXON Axon Enterprise Inc. | Reduce -96.1% | 0.00% | −0.03 |
| ENV Envestnet Inc. | Reduce -78.7% | 0.01% | −0.03 |
| HI Hillenbrand Inc. | Reduce -97.9% | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -8.9% | 2.86% | −0.03 |
| MRUS Merus NV | Reduce -98.1% | 0.00% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -16.9% | 0.07% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -21.4% | 0.14% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -13.8% | 0.21% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| AVGO Broadcom Inc. | Add +39.3% | 1.18% | +0.36 |
| MNST Monster Beverage Corp. | Add +109.3% | 0.60% | +0.31 |
| ICE Intercontinental Exchange Inc. | Add +326.3% | 0.37% | +0.29 |
| PCVX Vaxcyte Inc. | Add +23.1% | 0.64% | +0.28 |
| AAPL Apple Inc. | Add +0.1% | 3.77% | +0.21 |
| JNJ Johnson & Johnson | Add +228.1% | 0.28% | +0.20 |
| ORCL Oracle Corp. | Add +0.4% | 1.27% | +0.17 |
| CDW CDW Corp. | Add +7029.1% | 0.17% | +0.17 |
| GE General Electric | Add +505.8% | 0.18% | +0.16 |
| LVS Las Vegas Sands Corp. | Add +159.6% | 0.24% | +0.15 |
| PLD Prologis Inc. | Add +145.0% | 0.23% | +0.14 |
| AMAT Applied Materials Inc. | Add +67.8% | 0.48% | +0.13 |
| DASH DoorDash Inc. Class A | Add +14.5% | 0.40% | +0.12 |
| ARGX Argenx SE - ADR | Add +0.4% | 0.69% | +0.12 |
| JEMB JH Em Debt Hard Currency ETF | New | 0.12% | +0.12 |
| AEP American Electric Power | Add +109.5% | 0.20% | +0.11 |
| ETN Eaton Corp. PLC | Add +32.8% | 0.41% | +0.10 |
| VST Vistra Corp. | Add +36.0% | 0.23% | +0.10 |
| DIS The Walt Disney Co. | Add +112.0% | 0.20% | +0.10 |
| SSNC Ss&c Technologies Holdings | Add +5.4% | 0.61% | +0.10 |
| TFX Teleflex Inc. | Add +2.8% | 0.68% | +0.09 |
| O Realty Income Corp. | Add +3150.5% | 0.09% | +0.09 |
| WDAY Workday Inc. Class A | Add +10.7% | 0.62% | +0.08 |
| BMY Bristol-Myers Squibb Co. | Add +695.1% | 0.09% | +0.08 |
| HD Home Depot Inc. | Add +11.8% | 0.40% | +0.08 |
| AMGN Amgen Inc. | Add +11.7% | 0.85% | +0.08 |
| APP AppLovin Corp. Class A | Add +31.3% | 0.16% | +0.08 |
| MDT Medtronic PLC | Add +58.4% | 0.18% | +0.07 |
| UBER Uber Technologies Inc. | Add +18.3% | 0.51% | +0.07 |
| HCA HCA Healthcare Inc. | Add +12.0% | 0.28% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.9% | 0.58% | +0.07 |
| LINE Lineage Inc. | New | 0.07% | +0.07 |
| MCK McKesson Corp. | Add +126.8% | 0.15% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +154.7% | 0.11% | +0.07 |
| RVTY Revvity Inc. | Add +1.7% | 0.41% | +0.06 |
| AVTR Avantor Inc. | Add +18.2% | 0.23% | +0.06 |
| VZ Verizon Communications Inc. | Add +77.1% | 0.14% | +0.06 |
| AXP American Express Co. | Add +0.8% | 0.55% | +0.06 |
| CME Cme Group Inc. | Add +17.8% | 0.28% | +0.06 |
| ILMN Illumina Inc. | Add +40.5% | 0.14% | +0.06 |
| LNTH Lantheus Holdings Inc. | Add +7.7% | 0.20% | +0.06 |
| MCD McDonald's Corp. | Add +0.7% | 0.43% | +0.06 |
| WEX Wex Inc. | Add +0.6% | 0.45% | +0.05 |
| CRH CRH PLC | Add +21.4% | 0.17% | +0.05 |
| BHVN Biohaven Ltd. | Add +5.6% | 0.16% | +0.05 |
| SPOT Spotify Technology SA | Add +3948.3% | 0.05% | +0.05 |
| ZLAB Zai Lab Ltd.-ADR | Add +34.2% | 0.11% | +0.05 |
| TRU Transunion | Add +2.5% | 0.17% | +0.05 |
| AMT American Tower Corp. | Add +6.0% | 0.26% | +0.05 |
| RVMD Revolution Medicines Inc. | Add +32.3% | 0.14% | +0.05 |
Notes & Other Activity Q2 2024 → Q3 2024
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | New | 266,056 | $13.4M |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Reduce -93.7% | 7,000 | $316K |
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 |