Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings558 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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 | -21.22% | 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-CLASS A | 7.4M | $274.1M | 2.0% | $34.07 | -3.25% | 25 qtrssince 2019-Q1 | Increased 57 |
BANK OF AMERICA 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 CORPORATION | 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 |
WALT DISNEY CO/THE | 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 AND CO | 411,598 | $193.2M | 1.4% | $398.13 | +15.30% | 9 qtrssince 2023-Q1 | Increased 53 |
GENERAL MOTORS 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 CORP | 874,436 | $146.3M | 1.1% | $137.70 | +15.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 2.3M | $138.9M | 1.0% | $43.06 | +38.01% | 25 qtrssince 2019-Q1 | Decreased 0 |
GLOBAL PAYMENTS INC | 1.4M | $136.5M | 1.0% | $108.83 | -11.21% | 14 qtrssince 2021-Q4 | Increased 45 |
Brandywine Global Investment Management, LLC manages $13.9B across 558 positions as of Q1 2025. Top holdings: JNJ (2.5%), JPM (2.4%), UNH (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 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
Last filed Q4 2025 - no longer filing.
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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Accumulation Streaks
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer