Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q4 2023No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings684 positions
JPMORGAN CHASE & CO | 2M | $335.8M | 2.7% | $102.78 | +57.58% | 20 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 1.5M | $226.3M | 1.8% | $137.54 | -1.60% | 20 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 4.1M | $210.9M | 1.7% | $43.97 | +8.12% | 20 qtrssince 2019-Q1 | Increased 51 |
EXXON MOBIL CORP | 2.1M | $205.1M | 1.7% | $68.60 | +35.05% | 13 qtrssince 2020-Q4 | Decreased 0 |
CONOCOPHILLIPS | 1.7M | $200.2M | 1.6% | $93.23 | +17.05% | 20 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.2M | $186.6M | 1.5% | $142.90 | +3.16% | 20 qtrssince 2019-Q1 | Increased 69 |
CVS HEALTH CORP | 2.1M | $164.6M | 1.3% | $64.96 | +9.34% | 20 qtrssince 2019-Q1 | Increased 62 |
T-MOBILE US INC | 985,881 | $158.1M | 1.3% | $134.31 | +15.83% | 12 qtrssince 2021-Q1 | Increased 52 |
COMCAST CORP-CLASS A | 3.2M | $142M | 1.1% | $33.70 | +12.77% | 20 qtrssince 2019-Q1 | Increased 62 |
ABBVIE INC | 876,944 | $135.9M | 1.1% | $115.77 | +21.90% | 20 qtrssince 2019-Q1 | Decreased 0 |
LOCKHEED MARTIN CORP | 297,851 | $135M | 1.1% | $430.38 | -0.31% | 4 qtrssince 2023-Q1 | Decreased 0 |
KROGER CO | 2.9M | $134.7M | 1.1% | $42.07 | +2.30% | 20 qtrssince 2019-Q1 | Increased 48 |
MERCK & CO. INC. | 1.2M | $131.9M | 1.1% | $81.81 | +25.03% | 20 qtrssince 2019-Q1 | Decreased 0 |
GILEAD SCIENCES INC | 1.6M | $126.4M | 1.0% | $68.14 | +11.10% | 10 qtrssince 2021-Q3 | Increased 48 |
CISCO SYSTEMS INC | 2.5M | $126.2M | 1.0% | $41.94 | +13.13% | 20 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 3.7M | $124.6M | 1.0% | $25.66 | +25.05% | 20 qtrssince 2019-Q1 | Increased 52 |
CSX CORP | 3.4M | $118M | 0.9% | $29.17 | +15.41% | 4 qtrssince 2023-Q1 | Increased 49 |
GLOBAL PAYMENTS INC | 927,719 | $117.8M | 0.9% | $112.86 | +10.21% | 9 qtrssince 2021-Q4 | Increased 45 |
GENERAL MOTORS CO | 3.2M | $115.1M | 0.9% | $34.72 | +1.34% | 20 qtrssince 2019-Q1 | Increased 58 |
LOWE'S COS INC | 461,456 | $102.7M | 0.8% | $167.68 | +25.73% | 13 qtrssince 2020-Q4 | Decreased 0 |
Brandywine Global Investment Management, LLC reported holdings worth $12.4B across 684 positions as of Q4 2023. Top holdings: JPM (2.7%), CVX (1.8%), C (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Active quarter - 73 new positions, 75 exits, 204 increased. Top move: JNJ (INCREASED, conviction 69). Portfolio: $12.4B across 684 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