Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q4 2025No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings601 positions
JPMORGAN CHASE & CO | 1.4M | $443M | 3.0% | $109.31 | +189.21% | 28 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2M | $403.8M | 2.7% | $143.85 | +41.59% | 28 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMER CORP | 6M | $328.5M | 2.2% | $30.11 | +79.78% | 28 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 3.4M | $319M | 2.1% | $52.04 | +76.18% | 28 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 2.7M | $314.7M | 2.1% | $47.94 | +139.79% | 28 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 12.2M | $303.8M | 2.0% | $17.64 | +34.38% | 28 qtrssince 2019-Q1 | Increased 55 |
EXXON MOBIL CORP | 2M | $241.8M | 1.6% | $111.06 | +6.23% | 2 qtrssince 2025-Q3 | Increased 58 |
GOLDMAN SACHS GROUP INC | 257,578 | $226.4M | 1.5% | $432.12 | +100.48% | 28 qtrssince 2019-Q1 | Increased 67 |
ALPHABET INC | 704,629 | $220.5M | 1.5% | $194.27 | +60.81% | 12 qtrssince 2023-Q1 | Decreased 0 |
CVS HEALTH CORP | 2.7M | $216.1M | 1.4% | $59.55 | +30.22% | 28 qtrssince 2019-Q1 | Decreased 0 |
KROGER CO | 3.4M | $209.8M | 1.4% | $43.12 | +42.45% | 28 qtrssince 2019-Q1 | Increased 53 |
COMCAST CORP NEW | 7M | $208.5M | 1.4% | $32.72 | -18.74% | 28 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 1.4M | $199.8M | 1.3% | $136.90 | +1.74% | 5 qtrssince 2024-Q4 | Increased 65 |
DISNEY WALT CO | 1.7M | $195.3M | 1.3% | $93.89 | +20.25% | 22 qtrssince 2020-Q3 | Increased 49 |
VERIZON COMMUNICATIONS INC | 4.3M | $175.5M | 1.2% | $33.35 | +14.50% | 10 qtrssince 2023-Q3 | Increased 50 |
DOLLAR GEN CORP | 1.3M | $166.5M | 1.1% | $82.49 | +57.93% | 7 qtrssince 2024-Q2 | Decreased 0 |
FEDEX CORP | 553,129 | $159.8M | 1.1% | $198.75 | +15.75% | 24 qtrssince 2020-Q1 | Increased 71 |
MORGAN STANLEY | 877,171 | $155.7M | 1.0% | $70.20 | +148.80% | 28 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 1.6M | $152.2M | 1.0% | $82.64 | +13.33% | 27 qtrssince 2019-Q2 | Increased 50 |
GLOBAL PMTS INC | 1.9M | $146.2M | 1.0% | $101.46 | -24.47% | 17 qtrssince 2021-Q4 | Increased 49 |
Brandywine Global Investment Management, LLC reported holdings worth $14.9B across 601 positions as of Q4 2025. Top holdings: JPM (3.0%), JNJ (2.7%), BAC (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 70 new positions, 67 exits, 147 increased. Top move: FDX (INCREASED, conviction 71). Portfolio: $14.9B across 601 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
No 13F holdings reported for quarters after Q4 2025.
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
Verify source filings on SEC EDGAR