Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q3 2022No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings731 positions
JPMORGAN CHASE & CO. | 2.6M | $275.3M | 2.6% | $86.07 | +13.02% | 15 qtrssince 2019-Q1 | Increased 57 |
EXXON MOBIL CORP | 2.9M | $249.8M | 2.3% | $42.77 | +84.28% | 8 qtrssince 2020-Q4 | Decreased 0 |
BANK AMERICA CORP | 7.8M | $234.7M | 2.2% | $23.92 | +17.80% | 15 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 4.2M | $185.6M | 1.7% | $38.58 | -10.11% | 15 qtrssince 2019-Q1 | Decreased 0 |
CVS HEALTH CORP | 1.7M | $163.3M | 1.5% | $58.65 | +40.82% | 15 qtrssince 2019-Q1 | Increased 48 |
ORACLE CORP | 2.6M | $157.3M | 1.5% | $51.66 | +173.69% | 15 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYS INC | 3.9M | $155.8M | 1.5% | $39.64 | -7.59% | 15 qtrssince 2019-Q1 | Increased 61 |
ABBVIE INC | 1.1M | $153.2M | 1.4% | $92.02 | +26.37% | 15 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 2.1M | $148M | 1.4% | $55.50 | +10.97% | 15 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO INC | 1.6M | $137.6M | 1.3% | $68.16 | +15.24% | 15 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 978,633 | $132.8M | 1.2% | $194.61 | -30.39% | 15 qtrssince 2019-Q1 | Increased 61 |
LOWES COS INC | 641,029 | $120.4M | 1.1% | $150.99 | +14.79% | 8 qtrssince 2020-Q4 | Decreased 0 |
CITIGROUP INC | 2.8M | $115M | 1.1% | $48.87 | -25.54% | 15 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP NEW | 792,959 | $113.9M | 1.1% | $121.40 | +3.31% | 15 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 806,324 | $108.2M | 1.0% | $124.02 | +4.89% | 7 qtrssince 2021-Q1 | Decreased 0 |
MORGAN STANLEY | 1.3M | $99.6M | 0.9% | $62.37 | +11.52% | 15 qtrssince 2019-Q1 | Increased 61 |
ELEVANCE HEALTH INC | 216,453 | $98.3M | 0.9% | $269.44 | +61.63% | 15 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 3.3M | $95.6M | 0.9% | $32.63 | -22.20% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 707,370 | $95.4M | 0.9% | $156.82 | -15.86% | 5 qtrssince 2021-Q3 | Increased 50 |
WELLS FARGO CO NEW | 2.3M | $94.2M | 0.9% | $34.74 | +4.64% | 15 qtrssince 2019-Q1 | Increased 46 |
Brandywine Global Investment Management, LLC reported holdings worth $10.7B across 731 positions as of Q3 2022. Top holdings: JPM (2.6%), XOM (2.3%), BAC (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Active quarter - 68 new positions, 56 exits, 169 increased. Top move: CSCO (INCREASED, conviction 61). Portfolio: $10.7B across 731 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