WELLINGTON MANAGEMENT GROUP LLP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$570.6B

Total Positions

1,874

New This Quarter

146

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA4.60%

MSFT4.14%

AAPL3.68%

GOOGL3.14%

AVGO2.87%

AMZN2.68%

LLY2.52%

MRK1.59%

MA1.35%

WFC1.18%

Other10.61%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

RHLD4Q held

RESOLUTE HLDGS MGMT INC

Avg $31.97 · $18.1M est. P&L

Est. P&L

+546.89%

LITE5Q held

Lumentum Holdings Inc

Avg $62.88 · $28M est. P&L

Est. P&L

+490.25%

FIX13Q held

Comfort Systems USA Inc

Avg $178.64 · $16.6M est. P&L

Est. P&L

+430.08%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1770 — sorted by value)

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	140.7M	$26.2B	4.6%	—	$118.61	+58.12%	13 qtrs	Decreased 0
MSFT Microsoft Corp	48.9M	$23.7B	4.1%	—	$253.07	+92.63%	13 qtrs	Decreased 0
AAPL Apple Inc	77.3M	$21B	3.7%	—	$173.36	+57.37%	13 qtrs	Decreased 0
GOOGL Alphabet Inc	57.3M	$17.9B	3.1%	—	$116.33	+169.80%	13 qtrs	Decreased 0
AVGO Broadcom Inc	47.4M	$16.4B	2.9%	—	$168.42	+107.72%	13 qtrs	Increased 56
AMZN Amazon.com Inc	66.2M	$15.3B	2.7%	—	$112.77	+106.21%	13 qtrs	Increased 62
LLY Eli Lilly & Co	13.4M	$14.4B	2.5%	—	$466.64	+131.00%	13 qtrs	Decreased 0
MRK Merck & Co Inc	86.4M	$9.1B	1.6%	—	$101.66	+4.33%	13 qtrs	Increased 58
MA Mastercard Inc	13.5M	$7.7B	1.4%	—	$422.00	+36.62%	13 qtrs	Increased 55
WFC Wells Fargo & Co	72.4M	$6.7B	1.2%	—	$56.41	+66.36%	13 qtrs	Decreased 0
META Meta Platforms Inc	8.8M	$5.8B	1.0%	—	$199.91	+233.13%	13 qtrs	Decreased 0
UNH UnitedHealth Group Inc	15.7M	$5.2B	0.9%	—	$500.22	-33.60%	13 qtrs	Decreased 0
JNJ Johnson & Johnson	23.2M	$4.8B	0.8%	—	$158.24	+30.76%	13 qtrs	Decreased 0
GOOG Alphabet Inc	15.3M	$4.8B	0.8%	—	$101.10	+211.14%	13 qtrs	Decreased 0
TSLA Tesla Inc	10.3M	$4.6B	0.8%	—	$302.00	+50.47%	13 qtrs	Increased 51
SRE Sempra	46.6M	$4.1B	0.7%	—	$69.98	+27.31%	13 qtrs	Decreased 0
HD Home Depot Inc/The	10.7M	$3.7B	0.6%	—	$340.96	+1.58%	13 qtrs	Increased 48
NDAQ Nasdaq Inc	37.7M	$3.7B	0.6%	—	$71.85	+36.64%	13 qtrs	Decreased 0
WELL Welltower Inc	18.7M	$3.5B	0.6%	—	$80.07	+134.80%	13 qtrs	Decreased 0
DHR Danaher Corp	15.1M	$3.5B	0.6%	—	$228.50	+0.95%	13 qtrs	Increased 50
KKR KKR & Co Inc	27M	$3.4B	0.6%	—	$95.49	+34.72%	12 qtrs	Increased 50
ABBV AbbVie Inc	14.9M	$3.4B	0.6%	—	$215.10	+5.96%	13 qtrs	Increased 60
TRGP Targa Resources Corp	18.5M	$3.4B	0.6%	—	$118.99	+55.24%	13 qtrs	Decreased 0
TMUS T-Mobile US Inc	16.6M	$3.4B	0.6%	—	$191.23	+6.57%	13 qtrs	Increased 55
JPM JPMORGAN CHASE & CO.	10.4M	$3.3B	0.6%	—	$125.56	+156.44%	13 qtrs	Decreased 0
Showing 25 of 1,770 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

MKCMcCormick & Co Inc/MD

Q1 2024 → Q4 2025+2.8M shares+$190.4M

ACMAECOM

Q1 2024 → Q4 2025+9,109 shares+$897,309

DSGXDESCARTES SYS GROUP INC

Q1 2024 → Q4 2025+5,981 shares+$547,127

Upgrade to Pro to see all accumulation streaks

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer