BARROW HANLEY MEWHINNEY & STRAUSS LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings318 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ENTERGY CORP | 9.7M | $832.3M | 3.0% | $55.84 | +47.34% | 26 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 7.8M | $699.3M | 2.5% | $73.16 | +18.57% | 26 qtrssince 2018-Q4 | Increased 66 |
KEURIG DR PEPPER INC | 20M | $685M | 2.5% | $30.79 | +6.94% | 6 qtrssince 2023-Q4 | Decreased 0 |
CARNIVAL CORP LTD | 35M | $684.4M | 2.5% | $18.35 | +4.75% | 4 qtrssince 2024-Q2 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 8.9M | $666.2M | 2.4% | $72.71 | -0.40% | 13 qtrssince 2022-Q1 | Decreased 0 |
AIR PRODUCTS & CHEMICALS INC | 2.2M | $642.5M | 2.3% | $243.55 | +16.49% | 26 qtrssince 2018-Q4 | Decreased 0 |
PINNACLE WEST CAPITAL | 6.5M | $615.3M | 2.2% | $64.31 | +39.83% | 14 qtrssince 2021-Q4 | Decreased 0 |
AMERICAN INTERNATIONAL GROUP | 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% | $93.70 | +60.27% | 26 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 1.3M | $552.7M | 2.0% | $335.78 | +26.74% | 26 qtrssince 2018-Q4 | Increased 78 |
JOHNSON CONTROLS INTERNATION | 6.7M | $540.1M | 2.0% | $69.40 | +14.40% | 5 qtrssince 2024-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1M | $537.9M | 2.0% | $328.52 | +53.96% | 26 qtrssince 2018-Q4 | Increased 67 |
PUBLIC STORAGE | 1.8M | $530.7M | 1.9% | $263.12 | +8.43% | 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 AMERICA CORP | 11.3M | $469.9M | 1.7% | $38.11 | +6.54% | 4 qtrssince 2024-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 2.9M | $458.5M | 1.7% | $83.19 | +81.73% | 26 qtrssince 2018-Q4 | Decreased 0 |
PROLOGIS INC | 4M | $449.9M | 1.6% | $105.36 | +2.13% | 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% | $62.50 | +8.93% | 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: 2.5/5.0.
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
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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
Verify source filings on SEC EDGAR