Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q3 2020No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings589 positions
JPMorgan Chase & Co. | 3.1M | $301.1M | 3.0% | $83.17 | -0.68% | 7 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 4.5M | $266.3M | 2.6% | $39.83 | +7.21% | 7 qtrssince 2019-Q1 | Decreased 0 |
BK OF AMERICA CORP | 10.3M | $249M | 2.4% | $23.68 | -11.55% | 7 qtrssince 2019-Q1 | Increased 53 |
Johnson & Johnson | 1.6M | $239.1M | 2.4% | $120.69 | +4.99% | 7 qtrssince 2019-Q1 | Increased 77 |
INTEL CORP | 4.4M | $225.3M | 2.2% | $46.51 | -1.23% | 7 qtrssince 2019-Q1 | Increased 53 |
AT&T INC | 7.4M | $210.6M | 2.1% | $14.70 | +0.23% | 7 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 5.3M | $195M | 1.9% | $26.37 | -2.60% | 7 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co., Inc | 2.2M | $184.1M | 1.8% | $65.45 | +1.08% | 7 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 3.9M | $180.3M | 1.8% | $31.47 | +17.66% | 7 qtrssince 2019-Q1 | Decreased 0 |
Oracle Corp. | 2.8M | $168.9M | 1.7% | $48.47 | +13.68% | 7 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp. | 1.9M | $137M | 1.3% | $90.63 | -37.39% | 7 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 435,439 | $135.8M | 1.3% | $279.34 | 0.00% | 2 qtrssince 2020-Q2 | Increased 77 |
Cisco Systems, Inc. | 3.4M | $134.1M | 1.3% | $39.30 | -15.48% | 7 qtrssince 2019-Q1 | Decreased 0 |
Amgen Inc. | 527,124 | $134M | 1.3% | $153.38 | +36.43% | 7 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 333,833 | $121.6M | 1.2% | $25.77 | +26.07% | 6 qtrssince 2019-Q2 | Decreased 0 |
CITIGROUP INC | 2.7M | $118.5M | 1.2% | $47.90 | -26.74% | 7 qtrssince 2019-Q1 | Decreased 0 |
GENERAL MTRS CO | 3.4M | $100M | 1.0% | $33.23 | -16.55% | 7 qtrssince 2019-Q1 | Increased 44 |
Philip Morris International Inc. | 1.3M | $97.8M | 1.0% | $61.77 | -6.87% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE INC | 586,706 | $97.8M | 1.0% | $85.98 | +58.45% | 7 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 549,818 | $90.5M | 0.9% | $122.29 | +13.96% | 5 qtrssince 2019-Q3 | Decreased 0 |
Brandywine Global Investment Management, LLC reported holdings worth $10.2B across 589 positions as of Q3 2020. Top holdings: JPM (3.0%), VZ (2.6%), BAC (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 58 new positions, 212 exits, 242 increased. Top move: JNJ (INCREASED, conviction 77). Portfolio: $10.2B across 589 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