JANUS HENDERSON GROUP PLC
Follow13F filer, CIK 1274173, LONDON, United Kingdom
JANUS HENDERSON GROUP PLC reported $204,020,843,964 across 2,400 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 32.79% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005104
- Period
- 2025-06-30
- Reported value
- $204B
- Holdings
- 2,400
- Top 10 weight
- 32.79%
- New
- 68
- Sold out
- 149
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAadded | +3,478,057 | $549M |
| CMGadded | +8,324,239 | $467M |
| BAadded | +2,105,998 | $441M |
| AVGOadded | +1,269,293 | $350M |
| CSGPadded | +3,982,866 | $320M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGreduced | -9,128,861 | -$1.62B |
| PGRreduced | -2,135,476 | -$570M |
| ASMLreduced | -701,019 | -$562M |
| MAreduced | -557,240 | -$313M |
| JNJreduced | -1,966,152 | -$300M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 2,400 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC | 541,903 | $67.1M | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 59,097 | $32.8M | shares |
| JBBBJANUS DETROIT STR TR | 623,666 | $30.4M | shares |
| ENFUSION INCENFUSION INC | 2,008,706 | $22.3M | shares |
| PATTERSON COS INCPATTERSON COS INC | 658,596 | $20.6M | shares |
| YUMCYUM CHINA HLDGS INC | 373,567 | $19.8M | shares |
| UBER TECHNOLOGIES INCUBER TECHNOLOGIES INC | 16,000,000 | $19.5M | shares |
| OABIOMNIAB INC | 8,058,228 | $19.5M | shares |
| H&E EQUIPMENT SERVICES INCH&E EQUIPMENT SERVICES INC | 194,258 | $18.5M | shares |
| BCAXBICARA THERAPEUTICS INC | 1,343,754 | $18M | shares |
| INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC | 133,352 | $17.6M | shares |
| SAILSAILPOINT INC | 888,622 | $17.4M | shares |
| NORDSTROM INCNORDSTROM INC | 653,529 | $16M | shares |
| DNTHDIANTHUS THERAPEUTICS INC | 683,616 | $13.7M | shares |
| INSMED INCINSMED INC | 5,409,000 | $13.1M | shares |
| LRMRLARIMAR THERAPEUTICS INC | 5,571,963 | $13.1M | shares |
| PAYCOR HCM INCPAYCOR HCM INC | 556,448 | $12.5M | shares |
| FVRFRONTVIEW REIT INC | 834,744 | $10.8M | shares |
| LOVELOVESAC CO | 573,945 | $10.7M | shares |
| SNSHARKNINJA INC | 122,600 | $10.3M | shares |
| VIPSVIPSHOP HLDGS LTD | 517,583 | $8.35M | shares |
| CELCCELCUITY INC | 796,981 | $8.14M | shares |
| PONYPONY AI INC | 850,720 | $7.63M | shares |
| XBISPDR SERIES TRUST | 88,839 | $7.5M | shares |
| MAG SILVER CORPMAG SILVER CORP | 461,639 | $7.32M | shares |
| XLKSELECT SECTOR SPDR TR | 35,440 | $7.31M | shares |
| MCHPPMICROCHIP TECHNOLOGY INC. | 148,350 | $7.3M | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 44,259 | $7.03M | shares |
| BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC | 88,843 | $6.17M | shares |
| UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW | 139,588 | $6M | shares |
| BZKANZHUN LIMITED | 290,090 | $5.64M | shares |
| BEKEKE HLDGS INC | 273,854 | $5.64M | shares |
| VGVENTURE GLOBAL INC | 378,916 | $3.76M | shares |
| INFYINFOSYS LTD | 173,741 | $3.16M | shares |
| HBMHUDBAY MINERALS INC | 400,531 | $3.08M | shares |
| BARRICK GOLD CORPBARRICK GOLD CORP | 146,100 | $2.8M | shares |
| ROCKET LAB USA INCROCKET LAB USA INC | 147,641 | $2.75M | shares |
| EVCMEVERCOMMERCE INC | 268,903 | $2.72M | shares |
| AMCXAMC GLOBAL MEDIA INC | 309,090 | $2.11M | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 25,237 | $1.86M | call |
| OREALTY INCOME CORP | 30,087 | $1.7M | put |
| HTHTH WORLD GROUP LTD | 36,243 | $1.33M | shares |
| FLBLFRANKLIN TEMPLETON ETF TR | 54,057 | $1.3M | shares |
| MAINMAIN STR CAP CORP | 20,748 | $1.18M | shares |
| GSLGLOBAL SHIP LEASE INC | 50,780 | $1.17M | shares |
| STLDSTEEL DYNAMICS INC | 8,747 | $1.08M | put |
| KRTKARAT PACKAGING INC | 28,828 | $786K | shares |
| SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC | 20,702 | $763K | shares |
| RDVTRED VIOLET INC | 20,413 | $762K | shares |
| OCOWENS CORNING NEW | 4,944 | $705K | shares |
| BLCOBAUSCH PLUS LOMB CORP | 49,633 | $701K | shares |
| MLRMILLER INDS INC TENN | 15,411 | $654K | shares |
| TMTOYOTA MOTOR CORP | 3,566 | $639K | shares |
| TITNTITAN MACHY INC | 33,301 | $575K | shares |
| BWMNBOWMAN CONSULTING GROUP LTD | 25,242 | $572K | shares |
| FSUNFIRSTSUN CAP BANCORP | 14,956 | $564K | shares |
| PLAYA HOTELS & RESORTS NVPLAYA HOTELS & RESORTS NV | 42,183 | $563K | shares |
| SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC | 20,070 | $554K | shares |
| FIRST BANCSHARES INC MISSFIRST BANCSHARES INC MISS | 16,001 | $539K | shares |
| MYEMYERS INDS INC | 42,859 | $510K | shares |
| Vivid Seats IncVivid Seats Inc | 173,780 | $509K | shares |
| EASTERLY GOVERNMENT PROPERT…EASTERLY GOVERNMENT PROPERTIES | 46,628 | $493K | shares |
| KBDCKAYNE ANDERSON BDC INC | 29,680 | $490K | shares |
| ELMDELECTROMED INC | 19,102 | $446K | shares |
| SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INC | 24,238 | $423K | shares |
| LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP | 54,578 | $421K | shares |
| INDIVIOR PLCINDIVIOR PLC | 40,546 | $386K | shares |
| FCFRANKLIN COVEY CO | 12,787 | $358K | shares |
| PACTIV EVERGREEN INCPACTIV EVERGREEN INC | 19,485 | $350K | shares |
| AEHRAEHR TEST SYS | 43,491 | $343K | shares |
| VGLTVANGUARD SCOTTSDALE FDS | 5,901 | $337K | shares |
| IMXIINTERNATIONAL MONEY EXPRESS | 26,053 | $337K | shares |
| DCGODOCGO INC | 124,169 | $328K | shares |
| SOLARWINDS CORPSOLARWINDS CORP | 17,375 | $320K | shares |
| CTNMCONTINEUM THERAPEUTICS INC | 42,499 | $300K | shares |
| FSBCFIVE STAR BANCORP | 10,764 | $299K | shares |
| EVGOEVGO INC | 101,811 | $287K | shares |
| ATLCATLANTICUS HOLDINGS CORP | 5,517 | $286K | shares |
| SCHLSCHOLASTIC CORP | 14,678 | $274K | shares |
| ALTUS POWER INCALTUS POWER INC | 55,081 | $272K | shares |
| VUGVANGUARD INDEX FDS | 730 | $271K | shares |
| VELVELOCITY FINL INC | 13,825 | $256K | shares |
| FORWARD AIR CORPFORWARD AIR CORP | 12,347 | $256K | shares |
| HTBHOMETRUST BANCSHARES INC | 7,319 | $254K | shares |
| ACIALBERTSONS COMPANIES INC | 11,582 | $250K | shares |
| TREELENDINGTREE INC | 4,600 | $236K | shares |
| MONEYLION INCMONEYLION INC | 2,600 | $226K | shares |
| HARBORONE BANCORP INC NEWHARBORONE BANCORP INC NEW | 20,894 | $220K | shares |
| ALTGALTA EQUIPMENT GROUP INC | 47,814 | $219K | shares |
| CMTGCLAROS MTG TR INC | 58,299 | $218K | shares |
| CMCOCOLUMBUS MCKINNON CORP N Y | 12,283 | $209K | shares |
| CNDTCONDUENT INC | 74,940 | $208K | shares |
| LINCLINCOLN EDL SVCS CORP | 13,211 | $208K | shares |
| LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP | 23,986 | $207K | shares |
| DCHDAUCH CORP | 49,774 | $206K | shares |
| YORWYORK WTR CO | 5,931 | $205K | shares |
| VREXVAREX IMAGING CORP | 17,379 | $200K | shares |
| TTITETRA TECHNOLOGIES INC DEL | 55,364 | $200K | shares |
| KELYAKELLY SVCS INC | 14,732 | $196K | shares |
| KRNYKEARNY FINL CORP MD | 30,950 | $195K | shares |
| HPPHUDSON PAC PPTYS INC | 64,081 | $191K | shares |
| HNRGHALLADOR ENERGY COMPANY | 15,034 | $188K | shares |
| EGYVAALCO ENERGY INC | 47,855 | $182K | shares |
| KEKIMBALL ELECTRONICS INC | 10,911 | $180K | shares |
| ACCOACCO BRANDS CORP | 41,135 | $180K | shares |
| LUCKLUCKY STRIKE ENTERTAINMENT C | 18,107 | $179K | shares |
| FRDFRIEDMAN INDS INC | 11,773 | $178K | shares |
| GDOTGREEN DOT CORP | 21,142 | $177K | shares |
| ORGNORIGIN MATLS INC (DE) | 246,943 | $173K | shares |
| OSGOCTAVE SPECIALTY GROUP INC | 19,792 | $171K | shares |
| ALTALTIMMUNE INC | 32,000 | $170K | shares |
| PARAGON 28 INCPARAGON 28 INC | 12,488 | $163K | shares |
| WOLFSPEED INCWOLFSPEED INC | 61,300 | $158K | shares |
| EYPTEYEPOINT INC | 26,700 | $156K | shares |
| SDSANDRIDGE ENERGY INC | 13,499 | $154K | shares |
| MATVMATIV HOLDINGS INC | 23,796 | $152K | shares |
| ASCARDMORE SHIPPING CORP | 14,257 | $146K | shares |
| NVTSNAVITAS SEMICONDUCTOR CORP | 76,523 | $140K | shares |
| LASRNLIGHT INC | 17,478 | $139K | shares |
| INDIINDIE SEMICONDUCTOR INC | 63,107 | $133K | shares |
| SCILEX HOLDING COSCILEX HOLDING CO | 542,306 | $132K | shares |
| CMRCCOMMERCE.COM INC | 22,011 | $129K | shares |
| GPREGREEN PLAINS INC | 26,307 | $128K | shares |
| PACBPACIFIC BIOSCIENCES CALIF IN | 109,941 | $125K | shares |
| LXULSB INDS INC | 18,730 | $124K | shares |
| LPROOPEN LENDING CORP | 42,583 | $120K | shares |
| CLNECLEAN ENERGY FUELS CORP | 71,974 | $116K | shares |
| ESOAENERGY SERVICES OF AMER CORP | 12,044 | $115K | shares |
| MRVIMARAVAI LIFESCIENCES HLDGS I | 48,498 | $114K | shares |
| ERASERASCA INC | 73,200 | $112K | shares |
| LNKBLINKBANCORP INC | 15,553 | $107K | shares |
| ASTRIA THERAPEUTICS INCASTRIA THERAPEUTICS INC | 17,700 | $101K | shares |
| SANASANA BIOTECHNOLOGY INC | 56,760 | $96.8K | shares |
| IRWDIRONWOOD PHARMACEUTICALS INC | 66,187 | $93.7K | shares |
| KWYKINGSWAY CORP | 11,444 | $92.1K | shares |
| ADVADVANTAGE SOLUTIONS INC | 61,600 | $91.5K | shares |
| ORICORIC PHARMACEUTICALS INC | 14,600 | $89.7K | shares |
| PACKRANPAK HOLDINGS CORP | 16,485 | $89K | shares |
| SERVSERVE ROBOTICS INC | 14,000 | $88K | shares |
| CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC | 135,032 | $83.7K | shares |
| ANNXANNEXON INC | 34,500 | $77.8K | shares |
| HUMAHUMACYTE INC | 36,900 | $72.3K | shares |
| MNTKMONTAUK RENEWABLES INC | 30,183 | $63.2K | shares |
| FLWS1 800 FLOWERS COM INC | 10,035 | $58.8K | shares |
| DHDEFINITIVE HEALTHCARE CORP | 16,434 | $48.4K | shares |
| PLRXPLIANT THERAPEUTICS INC | 17,251 | $25.3K | shares |
| WALLBOX NVWALLBOX NV | 699,792 | $24.5K | shares |
| SACHSACHEM CAP CORP | 19,591 | $21.7K | shares |
| HITHEALTH IN TECH INC | 16,872 | $11.5K | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001085146-25-005104 | base | 2025-08-14 | acceptance time not in the bulk data set |