BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings369 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HEWLETT PACKARD ENTERPRISE C | 22.8M | $1B | 3.1% | $23.19 | +125.59% | 3 qtrssince 2025-Q4 | Decreased 0 |
MERCK & CO INC | 7.3M | $942.1M | 2.9% | $75.90 | +95.44% | 31 qtrssince 2018-Q4 | Decreased 0 |
GE HEALTHCARE TECHNOLOGIES I | 13.5M | $861.3M | 2.6% | $75.49 | -4.99% | 3 qtrssince 2025-Q4 | Increased 62 |
| 27.5M | $785.8M | 2.4% | $28.42 | -12.88% | 1 qtr | New 82 | |
KEURIG DR PEPPER INC | 23.4M | $767.1M | 2.3% | $30.79 | +4.52% | 11 qtrssince 2023-Q4 | Increased 58 |
XCEL ENERGY INC | 8.8M | $708.1M | 2.1% | $69.05 | +10.71% | 8 qtrssince 2024-Q3 | Increased 77 |
PINNACLE WEST CAP CORP | 6.6M | $703.6M | 2.1% | $68.07 | +43.43% | 19 qtrssince 2021-Q4 | Decreased 0 |
APTIV PLC | 10.8M | $662.7M | 2.0% | $62.14 | -26.38% | 7 qtrssince 2024-Q4 | Increased 87 |
ENTERGY CORP NEW | 5.5M | $633.3M | 1.9% | $55.84 | +89.40% | 31 qtrssince 2018-Q4 | Decreased 0 |
FREEPORT MCMORAN INC | 10M | $627.1M | 1.9% | $55.61 | +37.47% | 3 qtrssince 2025-Q4 | Increased 50 |
CHEVRON CORPORATION | 3.7M | $618.3M | 1.9% | $151.48 | +33.26% | 5 qtrssince 2025-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $607.7M | 1.8% | $335.99 | +16.95% | 31 qtrssince 2018-Q4 | Increased 55 |
AIR PRODUCTS AND CHEMICALS I | 2M | $599.3M | 1.8% | $246.22 | +25.13% | 31 qtrssince 2018-Q4 | Decreased 0 |
AXALTA COATING SYS LTD | 17.5M | $599M | 1.8% | $30.35 | +22.00% | 31 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMER CORP | 10.2M | $579.7M | 1.8% | $38.97 | +59.92% | 9 qtrssince 2024-Q2 | Decreased 0 |
PUBLIC STORAGE | 1.8M | $558.9M | 1.7% | $266.93 | +17.45% | 12 qtrssince 2023-Q3 | Decreased 0 |
MICROCHIP TECHNOLOGY INC. | 5.9M | $537.4M | 1.6% | $57.29 | +27.29% | 31 qtrssince 2018-Q4 | Decreased 0 |
FORTIVE CORP | 8.6M | $527.5M | 1.6% | $53.27 | +12.05% | 7 qtrssince 2024-Q4 | Decreased 0 |
SCHWAB CHARLES CORP | 5.7M | $526.2M | 1.6% | $92.26 | +19.40% | 2 qtrssince 2026-Q1 | Increased 80 |
JOHNSON CONTROLS INTERNATION | 3.5M | $510.1M | 1.5% | $69.70 | +100.27% | 10 qtrssince 2024-Q1 | Decreased 0 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $33B across 369 positions as of Q2 2026. Top holdings: HPE (3.1%), MRK (2.9%), GEHC (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 66 new positions, 74 exits, 82 increased. Top move: APTV (INCREASED, conviction 87). Portfolio: $33.0B across 369 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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