Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q4 2020No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings627 positions
JPMorgan Chase & Co | 3.1M | $398.8M | 3.3% | $83.26 | +31.65% | 8 qtrssince 2019-Q1 | Increased 57 |
Bank of America Corp | 11.3M | $342.3M | 2.8% | $23.92 | +11.07% | 8 qtrssince 2019-Q1 | Increased 58 |
Johnson & Johnson | 2.1M | $333.3M | 2.8% | $124.24 | +8.98% | 8 qtrssince 2019-Q1 | Increased 68 |
Verizon Communications Inc | 4.5M | $263.5M | 2.2% | $39.83 | +6.32% | 8 qtrssince 2019-Q1 | Increased 53 |
UnitedHealth Group Inc | 734,133 | $257.4M | 2.1% | $295.06 | +7.77% | 3 qtrssince 2020-Q2 | Increased 78 |
Comcast Corp | 3.9M | $203.5M | 1.7% | $31.47 | +31.10% | 8 qtrssince 2019-Q1 | Decreased 0 |
Oracle Corp | 3M | $193.1M | 1.6% | $49.07 | +22.09% | 8 qtrssince 2019-Q1 | Increased 51 |
Pfizer Inc | 5.2M | $191.7M | 1.6% | $26.37 | +4.03% | 8 qtrssince 2019-Q1 | Decreased 0 |
Citigroup Inc | 2.9M | $181.7M | 1.5% | $48.09 | +5.65% | 8 qtrssince 2019-Q1 | Increased 52 |
Merck & Co Inc | 2.2M | $177.3M | 1.5% | $65.45 | +0.24% | 8 qtrssince 2019-Q1 | Decreased 0 |
Cisco Systems Inc/Delaware | 3.5M | $154.8M | 1.3% | $39.29 | -2.81% | 8 qtrssince 2019-Q1 | Increased 48 |
General Motors Co | 3.7M | $154.1M | 1.3% | $33.85 | +19.27% | 8 qtrssince 2019-Q1 | Increased 52 |
Broadcom Inc | 332,497 | $145.6M | 1.2% | $25.77 | +51.80% | 7 qtrssince 2019-Q2 | Decreased 0 |
Eli Lilly & Co | 783,726 | $132.3M | 1.1% | $158.22 | +645.34% | 1 qtr | New 69 |
Micron Technology Inc | 1.7M | $124.2M | 1.0% | $42.97 | +63.30% | 8 qtrssince 2019-Q1 | Decreased 0 |
Amgen Inc | 526,345 | $121M | 1.0% | $153.38 | +25.66% | 8 qtrssince 2019-Q1 | Decreased 0 |
Newmont Mining Corp | 2M | $118.2M | 1.0% | $40.41 | +27.61% | 8 qtrssince 2019-Q1 | Increased 68 |
Lowe's Cos Inc | 694,931 | $111.5M | 0.9% | $144.16 | 0.00% | 1 qtr | New 59 |
BlackRock Inc | 152,869 | $110.3M | 0.9% | $385.51 | +63.11% | 8 qtrssince 2019-Q1 | Decreased 0 |
Goldman Sachs Group Inc/The | 417,805 | $110.2M | 0.9% | $169.07 | +36.27% | 8 qtrssince 2019-Q1 | Increased 44 |
Brandywine Global Investment Management, LLC reported holdings worth $12B across 627 positions as of Q4 2020. Top holdings: JPM (3.3%), BAC (2.8%), JNJ (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Active quarter - 107 new positions, 69 exits, 282 increased. Top move: UNH (INCREASED, conviction 78). Portfolio: $12.0B across 627 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