Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q1 2024No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings696 positions
JPMORGAN CHASE & CO | 2M | $397.4M | 2.9% | $103.22 | +85.90% | 21 qtrssince 2019-Q1 | Increased 53 |
CITIGROUP INC | 4.2M | $267.3M | 1.9% | $44.42 | +32.81% | 21 qtrssince 2019-Q1 | Increased 50 |
CHEVRON CORPORATION | 1.5M | $240.1M | 1.7% | $137.56 | +5.18% | 21 qtrssince 2019-Q1 | Increased 48 |
EXXON MOBIL CORP | 2M | $236.6M | 1.7% | $68.60 | +58.48% | 14 qtrssince 2020-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $234.5M | 1.7% | $144.28 | +3.90% | 21 qtrssince 2019-Q1 | Increased 59 |
CONOCOPHILLIPS | 1.8M | $226.4M | 1.6% | $94.06 | +28.15% | 21 qtrssince 2019-Q1 | Increased 50 |
GENERAL MTRS CO | 4.3M | $195.9M | 1.4% | $37.27 | +19.57% | 21 qtrssince 2019-Q1 | Increased 62 |
CVS HEALTH CORP | 2.3M | $184.8M | 1.3% | $65.70 | +10.18% | 21 qtrssince 2019-Q1 | Increased 53 |
KROGER CO | 3.1M | $177.1M | 1.3% | $42.66 | +26.87% | 21 qtrssince 2019-Q1 | Increased 51 |
BANK OF AMER CORP | 4.7M | $177M | 1.3% | $27.88 | +30.55% | 21 qtrssince 2019-Q1 | Increased 59 |
COMCAST CORP NEW | 4M | $174.9M | 1.3% | $34.51 | +9.59% | 21 qtrssince 2019-Q1 | Increased 59 |
WELLS FARGO & CO | 3M | $172.3M | 1.2% | $46.01 | +18.99% | 21 qtrssince 2019-Q1 | Increased 77 |
ABBVIE INC | 857,338 | $156.1M | 1.1% | $115.77 | +44.61% | 21 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYS INC | 3.1M | $154.7M | 1.1% | $42.96 | +9.95% | 21 qtrssince 2019-Q1 | Increased 58 |
AERCAP HOLDINGS NV | 1.7M | $150.8M | 1.1% | $61.68 | +37.59% | 21 qtrssince 2019-Q1 | Increased 61 |
LOCKHEED MARTIN CORP | 308,951 | $140.5M | 1.0% | $430.50 | +0.75% | 5 qtrssince 2023-Q1 | Increased 49 |
AT&T INC | 7.7M | $134.8M | 1.0% | $15.08 | +5.71% | 21 qtrssince 2019-Q1 | Increased 52 |
GLOBAL PMTS INC | 970,131 | $129.7M | 0.9% | $113.66 | +15.39% | 10 qtrssince 2021-Q4 | Increased 45 |
CSX CORP | 3.5M | $128.6M | 0.9% | $29.30 | +23.24% | 5 qtrssince 2023-Q1 | Increased 43 |
T-MOBILE US INC | 751,282 | $122.6M | 0.9% | $134.31 | +18.39% | 13 qtrssince 2021-Q1 | Decreased 0 |
Brandywine Global Investment Management, LLC reported holdings worth $13.8B across 696 positions as of Q1 2024. Top holdings: JPM (2.9%), C (1.9%), CVX (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 70 new positions, 58 exits, 264 increased. Top move: WFC (INCREASED, conviction 77). Portfolio: $13.8B across 696 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