Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q1 2022No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings712 positions
JOHNSON & JOHNSON | 2.4M | $431.5M | 3.2% | $127.23 | +22.72% | 13 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.7M | $373.2M | 2.7% | $83.94 | +44.31% | 13 qtrssince 2019-Q1 | Increased 54 |
BANK AMERICA CORP | 8.6M | $353.7M | 2.6% | $23.58 | +56.20% | 13 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 3.1M | $259M | 1.9% | $42.21 | +68.26% | 6 qtrssince 2020-Q4 | Decreased 0 |
ORACLE CORP | 3M | $245.4M | 1.8% | $51.07 | +51.95% | 13 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 1.2M | $202.1M | 1.5% | $92.02 | +49.95% | 13 qtrssince 2019-Q1 | Decreased 0 |
CVS HEALTH CORP | 1.8M | $178.9M | 1.3% | $58.33 | +48.65% | 13 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYS INC | 3.1M | $174.2M | 1.3% | $40.41 | +21.03% | 13 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 3.1M | $167.8M | 1.2% | $49.23 | -7.17% | 13 qtrssince 2019-Q1 | Increased 52 |
COMCAST CORP NEW | 3.5M | $163.2M | 1.2% | $31.37 | +18.13% | 13 qtrssince 2019-Q1 | Decreased 0 |
NEWMONT CORP | 2M | $160.9M | 1.2% | $45.11 | +56.09% | 13 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO INC | 1.9M | $156.7M | 1.1% | $66.35 | +8.08% | 13 qtrssince 2019-Q1 | Decreased 0 |
LOCKHEED MARTIN CORP | 346,231 | $152.8M | 1.1% | $313.49 | +25.05% | 2 qtrssince 2021-Q4 | Decreased 0 |
ELEVANCE HEALTH INC | 297,427 | $146.1M | 1.1% | $264.79 | +73.40% | 13 qtrssince 2019-Q1 | Decreased 0 |
LOWES COS INC | 695,843 | $140.7M | 1.0% | $150.99 | +22.39% | 6 qtrssince 2020-Q4 | Decreased 0 |
CHEVRON CORP NEW | 843,452 | $137.3M | 1.0% | $117.77 | +15.66% | 13 qtrssince 2019-Q1 | Increased 77 |
BRISTOL-MYERS SQUIBB CO | 1.8M | $133.9M | 1.0% | $51.17 | +17.92% | 13 qtrssince 2019-Q1 | Increased 63 |
BERKSHIRE HATHAWAY INC DEL | 351,875 | $124.2M | 0.9% | $228.53 | +54.43% | 13 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 958,877 | $123.1M | 0.9% | $122.05 | -0.01% | 5 qtrssince 2021-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 368,019 | $121.5M | 0.9% | $167.60 | +76.44% | 13 qtrssince 2019-Q1 | Decreased 0 |
Brandywine Global Investment Management, LLC reported holdings worth $13.7B across 712 positions as of Q1 2022. Top holdings: JNJ (3.2%), JPM (2.7%), BAC (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 77 new positions, 60 exits, 325 increased. Top move: CVX (INCREASED, conviction 77). Portfolio: $13.7B across 712 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