Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q1 2025No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings558 positions
JOHNSON & JOHNSON | 2.1M | $351.3M | 2.5% | $145.96 | +9.70% | 25 qtrssince 2019-Q1 | Increased 60 |
JPMORGAN CHASE & CO | 1.4M | $333.9M | 2.4% | $103.93 | +128.96% | 25 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 553,211 | $289.7M | 2.1% | $502.18 | -26.13% | 2 qtrssince 2024-Q4 | Increased 85 |
AT&T INC | 9.7M | $275.7M | 2.0% | $16.19 | +66.77% | 25 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 7.4M | $274.1M | 2.0% | $34.07 | -3.25% | 25 qtrssince 2019-Q1 | Increased 57 |
BANK OF AMER CORP | 6.4M | $265.6M | 1.9% | $31.11 | +30.39% | 25 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 3.3M | $232.2M | 1.7% | $44.75 | +53.12% | 25 qtrssince 2019-Q1 | Decreased 0 |
CVS HEALTH CORP | 3.4M | $231.8M | 1.7% | $60.44 | +6.37% | 25 qtrssince 2019-Q1 | Increased 57 |
ABBVIE INC | 1M | $213.4M | 1.5% | $131.40 | +51.92% | 25 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 2.9M | $210.8M | 1.5% | $46.76 | +48.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 2M | $201.2M | 1.5% | $94.93 | +2.18% | 19 qtrssince 2020-Q3 | Increased 71 |
CATERPILLAR INC | 597,249 | $197M | 1.4% | $280.51 | +15.54% | 25 qtrssince 2019-Q1 | Increased 56 |
KROGER CO | 2.9M | $194.4M | 1.4% | $42.94 | +52.62% | 25 qtrssince 2019-Q1 | Decreased 0 |
DEERE & CO | 411,598 | $193.2M | 1.4% | $398.13 | +15.30% | 9 qtrssince 2023-Q1 | Increased 53 |
GENERAL MTRS CO | 4M | $187.8M | 1.4% | $37.62 | +23.13% | 25 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 3.9M | $178.3M | 1.3% | $34.29 | +22.63% | 7 qtrssince 2023-Q3 | Increased 64 |
LOCKHEED MARTIN CORP | 386,007 | $172.4M | 1.2% | $432.67 | -0.15% | 9 qtrssince 2023-Q1 | Increased 56 |
CHEVRON CORPORATION | 874,436 | $146.3M | 1.1% | $137.70 | +15.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYS INC | 2.3M | $138.9M | 1.0% | $43.06 | +38.01% | 25 qtrssince 2019-Q1 | Decreased 0 |
GLOBAL PMTS INC | 1.4M | $136.5M | 1.0% | $108.83 | -11.21% | 14 qtrssince 2021-Q4 | Increased 45 |
Brandywine Global Investment Management, LLC reported holdings worth $13.9B across 558 positions as of Q1 2025. Top holdings: JNJ (2.5%), JPM (2.4%), UNH (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 71 new positions, 70 exits, 209 increased. Top move: UNH (INCREASED, conviction 85). Portfolio: $13.9B across 558 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