Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q1 2023No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings704 positions
JPMORGAN CHASE & CO | 5.2M | $675.8M | 2.7% | $102.78 | +16.68% | 17 qtrssince 2019-Q1 | Increased 86 |
EXXON MOBIL CORP | 5M | $547.4M | 2.2% | $68.60 | +44.12% | 10 qtrssince 2020-Q4 | Increased 84 |
PFIZER INC | 10.1M | $410.6M | 1.7% | $35.92 | -8.37% | 17 qtrssince 2019-Q1 | Increased 79 |
BANK OF AMER CORP | 13.7M | $393.2M | 1.6% | $25.06 | +5.05% | 17 qtrssince 2019-Q1 | Increased 77 |
KROGER CO | 7.7M | $377.8M | 1.5% | $42.05 | +8.57% | 17 qtrssince 2019-Q1 | Increased 79 |
ABBVIE INC | 2.2M | $354.4M | 1.4% | $115.77 | +21.64% | 17 qtrssince 2019-Q1 | Increased 78 |
BRISTOL-MYERS SQUIBB CO | 4.9M | $337.9M | 1.4% | $57.92 | +2.70% | 17 qtrssince 2019-Q1 | Increased 79 |
CITIGROUP INC | 6.9M | $322M | 1.3% | $44.62 | -6.25% | 17 qtrssince 2019-Q1 | Increased 79 |
CISCO SYS INC | 6M | $311.3M | 1.3% | $41.94 | +12.65% | 17 qtrssince 2019-Q1 | Increased 63 |
MERCK & CO INC | 2.9M | $310.4M | 1.3% | $81.81 | +18.99% | 17 qtrssince 2019-Q1 | Increased 76 |
CHEVRON CORPORATION | 1.8M | $300.3M | 1.2% | $133.92 | +6.80% | 17 qtrssince 2019-Q1 | Increased 79 |
CONOCOPHILLIPS | 3M | $299.7M | 1.2% | $89.90 | +1.19% | 17 qtrssince 2019-Q1 | Increased 77 |
CVS HEALTH CORP | 3.9M | $291.8M | 1.2% | $62.77 | +3.86% | 17 qtrssince 2019-Q1 | Increased 79 |
AT&T INC | 14.4M | $278.1M | 1.1% | $14.80 | +9.19% | 17 qtrssince 2019-Q1 | Increased 67 |
AMGEN INC | 1.1M | $271.3M | 1.1% | $218.02 | +0.83% | 17 qtrssince 2019-Q1 | Increased 78 |
FEDEX CORP | 1.2M | $263.2M | 1.1% | $205.18 | +3.11% | 13 qtrssince 2020-Q1 | Increased 78 |
T-MOBILE US INC | 1.8M | $260.5M | 1.1% | $132.33 | +5.55% | 9 qtrssince 2021-Q1 | Increased 77 |
CHUBB LIMITED | 1.3M | $246.5M | 1.0% | $173.53 | +7.92% | 17 qtrssince 2019-Q1 | Increased 70 |
WELLS FARGO & CO | 6.5M | $244.5M | 1.0% | $34.84 | -1.79% | 17 qtrssince 2019-Q1 | Increased 70 |
LOWES COS INC | 1.1M | $225.4M | 0.9% | $167.68 | +11.23% | 10 qtrssince 2020-Q4 | Increased 68 |
Brandywine Global Investment Management, LLC reported holdings worth $24.8B across 704 positions as of Q1 2023. Top holdings: JPM (2.7%), XOM (2.2%), PFE (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 71 new positions, 86 exits, 615 increased. Top move: JPM (INCREASED, conviction 86). Portfolio: $24.8B across 704 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