Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q4 2024No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings557 positions
JPMorgan Chase & Co. | 1.8M | $432.6M | 3.1% | $103.93 | +124.48% | 24 qtrssince 2019-Q1 | Decreased 0 |
BK OF AMERICA CORP | 6.7M | $294.5M | 2.1% | $31.11 | +37.95% | 24 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 4.1M | $287.8M | 2.1% | $44.75 | +50.78% | 24 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 1.9M | $269.2M | 2.0% | $144.01 | -3.42% | 24 qtrssince 2019-Q1 | Increased 54 |
COMCAST CORP NEW | 6.3M | $237.2M | 1.7% | $34.26 | -2.57% | 24 qtrssince 2019-Q1 | Increased 62 |
AT&T INC | 10.4M | $236.5M | 1.7% | $16.19 | +32.12% | 24 qtrssince 2019-Q1 | Decreased 0 |
GENERAL MTRS CO | 4.4M | $234.8M | 1.7% | $37.62 | +41.18% | 24 qtrssince 2019-Q1 | Increased 49 |
WELLS FARGO CO NEW | 3.1M | $218.3M | 1.6% | $46.76 | +44.65% | 24 qtrssince 2019-Q1 | Increased 48 |
Chevron Corp. | 1.5M | $210.6M | 1.5% | $137.70 | -1.66% | 24 qtrssince 2019-Q1 | Decreased 0 |
KROGER CO | 3.1M | $190.1M | 1.4% | $42.94 | +37.20% | 24 qtrssince 2019-Q1 | Decreased 0 |
AbbVie Inc. | 1.1M | $190.1M | 1.4% | $131.40 | +27.64% | 24 qtrssince 2019-Q1 | Decreased 0 |
International Business Machines Corp. | 857,640 | $188.5M | 1.4% | $147.02 | +42.85% | 15 qtrssince 2021-Q2 | Decreased 0 |
Caterpillar Inc | 507,817 | $184.2M | 1.3% | $272.83 | +30.19% | 24 qtrssince 2019-Q1 | Increased 53 |
DELTA AIR LINES INC DEL | 2.8M | $170.2M | 1.2% | $39.16 | +53.20% | 12 qtrssince 2022-Q1 | Decreased 0 |
LOCKHEED MARTIN CORP | 329,672 | $160.2M | 1.2% | $432.78 | +8.49% | 8 qtrssince 2023-Q1 | Increased 48 |
Deere & Company | 373,567 | $158.3M | 1.1% | $391.93 | +6.48% | 8 qtrssince 2023-Q1 | Increased 52 |
GLOBAL PMTS INC | 1.3M | $148.5M | 1.1% | $109.47 | +0.05% | 13 qtrssince 2021-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 497,579 | $147.7M | 1.1% | $185.40 | +66.22% | 14 qtrssince 2021-Q3 | Increased 58 |
Cisco Systems, Inc. | 2.4M | $139.9M | 1.0% | $43.06 | +33.29% | 24 qtrssince 2019-Q1 | Decreased 0 |
FEDEX CORP | 486,388 | $136.8M | 1.0% | $224.69 | +21.97% | 20 qtrssince 2020-Q1 | Increased 46 |
Brandywine Global Investment Management, LLC reported holdings worth $13.8B across 557 positions as of Q4 2024. Top holdings: JPM (3.1%), BAC (2.1%), C (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 69 new positions, 181 exits, 126 increased. Top move: CMCSA (INCREASED, conviction 62). Portfolio: $13.8B across 557 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