Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q3 2025No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings598 positions
JPMORGAN CHASE & CO | 1.4M | $455.4M | 3.1% | $124.95 | +150.29% | 27 qtrssince 2019-Q1 | Increased 64 |
JOHNSON & JOHNSON | 2M | $362.4M | 2.5% | $145.96 | +23.64% | 27 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 11.8M | $333.2M | 2.3% | $18.23 | +50.59% | 27 qtrssince 2019-Q1 | Increased 64 |
BANK OF AMERICA CORP | 6.1M | $314.6M | 2.2% | $31.11 | +67.61% | 27 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 3.5M | $289.8M | 2.0% | $51.84 | +58.24% | 27 qtrssince 2019-Q1 | Increased 54 |
CITIGROUP INC | 2.8M | $282.2M | 1.9% | $45.79 | +117.06% | 27 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 8.4M | $264M | 1.8% | $33.82 | -14.67% | 27 qtrssince 2019-Q1 | Decreased 0 |
CVS HEALTH CORP | 3.1M | $236.5M | 1.6% | $60.44 | +20.89% | 27 qtrssince 2019-Q1 | Decreased 0 |
KROGER CO | 3M | $205.5M | 1.4% | $44.37 | +48.55% | 27 qtrssince 2019-Q1 | Increased 50 |
WALT DISNEY CO/THE | 1.7M | $191.8M | 1.3% | $94.93 | +20.10% | 21 qtrssince 2020-Q3 | Decreased 0 |
EXXON MOBIL CORP | 1.7M | $186.6M | 1.3% | $112.48 | 0.00% | 1 qtr | New 70 |
VERIZON COMMUNICATIONS INC | 4.1M | $182M | 1.2% | $34.60 | +20.79% | 9 qtrssince 2023-Q3 | Increased 48 |
GENERAL MOTORS CO | 2.9M | $176.5M | 1.2% | $37.62 | +62.16% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 721,352 | $175.4M | 1.2% | $194.95 | +25.11% | 11 qtrssince 2023-Q1 | Increased 69 |
CISCO SYSTEMS INC | 2.2M | $150.6M | 1.0% | $43.09 | +55.40% | 27 qtrssince 2019-Q1 | Increased 48 |
DOLLAR GENERAL CORP | 1.4M | $148.7M | 1.0% | $84.90 | +20.02% | 6 qtrssince 2024-Q2 | Increased 48 |
MEDTRONIC PLC | 1.5M | $144.8M | 1.0% | $82.57 | +13.80% | 26 qtrssince 2019-Q2 | Increased 52 |
MORGAN STANLEY | 893,962 | $142.1M | 1.0% | $76.70 | +102.67% | 27 qtrssince 2019-Q1 | Decreased 0 |
AERCAP HOLDINGS NV | 1.2M | $140.6M | 1.0% | $62.28 | +92.71% | 27 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 172,834 | $137.6M | 0.9% | $275.69 | +190.23% | 27 qtrssince 2019-Q1 | Increased 42 |
Brandywine Global Investment Management, LLC reported holdings worth $14.6B across 598 positions as of Q3 2025. Top holdings: JPM (3.1%), JNJ (2.5%), T (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Active quarter - 93 new positions, 67 exits, 191 increased. Top move: XOM (NEW, conviction 70). Portfolio: $14.6B across 598 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