BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings318 positions
ENTERGY CORP NEW | 9.7M | $832.3M | 3.0% | $44.77 | +83.77% | 26 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO INC | 7.8M | $699.3M | 2.5% | $72.14 | +18.51% | 26 qtrssince 2018-Q4 | Increased 66 |
KEURIG DR PEPPER INC | 20M | $685M | 2.5% | $30.15 | +8.25% | 6 qtrssince 2023-Q4 | Decreased 0 |
CARNIVAL CORP | 35M | $684.4M | 2.5% | $18.35 | +4.75% | 4 qtrssince 2024-Q2 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 8.9M | $666.2M | 2.4% | $70.01 | +1.64% | 13 qtrssince 2022-Q1 | Decreased 0 |
AIR PRODUCTS AND CHEMICALS I | 2.2M | $642.5M | 2.3% | $241.96 | +16.49% | 26 qtrssince 2018-Q4 | Decreased 0 |
PINNACLE WEST CAP CORP | 6.5M | $615.3M | 2.2% | $64.31 | +39.83% | 14 qtrssince 2021-Q4 | Decreased 0 |
AMERICAN INTL GROUP INC | 6.7M | $581.3M | 2.1% | $30.88 | +166.36% | 26 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 4.8M | $575.9M | 2.1% | $109.52 | +3.92% | 4 qtrssince 2024-Q2 | Increased 65 |
QUALCOMM INC | 3.6M | $555.3M | 2.0% | $92.50 | +60.79% | 26 qtrssince 2018-Q4 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 1.3M | $552.7M | 2.0% | $332.33 | +27.07% | 26 qtrssince 2018-Q4 | Increased 78 |
JOHNSON CONTROLS INTERNATION | 6.7M | $540.1M | 2.0% | $68.93 | +14.81% | 5 qtrssince 2024-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1M | $537.9M | 2.0% | $325.18 | +54.81% | 26 qtrssince 2018-Q4 | Increased 67 |
PUBLIC STORAGE | 1.8M | $530.7M | 1.9% | $256.48 | +9.80% | 7 qtrssince 2023-Q3 | Increased 51 |
AVANTOR INC | 30.3M | $490.5M | 1.8% | $21.28 | -23.84% | 9 qtrssince 2023-Q1 | Decreased 0 |
BANK OF AMER CORP | 11.3M | $469.9M | 1.7% | $37.92 | +6.54% | 4 qtrssince 2024-Q2 | Decreased 0 |
PHILIP MORRIS INTL INC | 2.9M | $458.5M | 1.7% | $80.50 | +87.25% | 26 qtrssince 2018-Q4 | Decreased 0 |
PROLOGIS INC. | 4M | $449.9M | 1.6% | $103.31 | +3.01% | 4 qtrssince 2024-Q2 | Increased 53 |
AXALTA COATING SYS LTD | 13.5M | $449.1M | 1.6% | $30.48 | +8.82% | 26 qtrssince 2018-Q4 | Decreased 0 |
XCEL ENERGY INC | 6.2M | $442.3M | 1.6% | $61.64 | +9.60% | 3 qtrssince 2024-Q3 | Decreased 0 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $27.6B across 318 positions as of Q1 2025. Top holdings: ETR (3.0%), MRK (2.5%), KDP (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 38 new positions, 45 exits, 91 increased. Top move: ELV (INCREASED, conviction 78). Portfolio: $27.6B across 318 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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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