WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,969 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 143.4M | $26.8B | 4.7% | $118.61 | +53.31% | 12 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 51.6M | $26.7B | 4.7% | $253.07 | +102.97% | 12 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 83.8M | $21.3B | 3.7% | $173.21 | +46.47% | 12 qtrssince 2022-Q4 | Increased 64 |
ALPHABET INC-CL A | 65.6M | $15.9B | 2.8% | $116.33 | +109.66% | 12 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 46.6M | $15.4B | 2.7% | $165.44 | +97.82% | 12 qtrssince 2022-Q4 | Decreased 0 |
AMAZON.COM INC | 58.5M | $12.8B | 2.2% | $96.99 | +129.08% | 12 qtrssince 2022-Q4 | Decreased 0 |
ELI LILLY & CO | 14.6M | $11.1B | 1.9% | $466.75 | +62.45% | 12 qtrssince 2022-Q4 | Increased 52 |
META PLATFORMS INC-CLASS A | 10.7M | $7.9B | 1.4% | $199.91 | +271.56% | 12 qtrssince 2022-Q4 | Decreased 0 |
MASTERCARD INC - A | 12.3M | $7B | 1.2% | $406.97 | +39.21% | 12 qtrssince 2022-Q4 | Increased 50 |
WELLS FARGO & CO | 82.4M | $6.9B | 1.2% | $55.84 | +46.89% | 12 qtrssince 2022-Q4 | Increased 56 |
MERCK & CO. INC. | 75.3M | $6.3B | 1.1% | $101.01 | -22.87% | 12 qtrssince 2022-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 16.5M | $5.7B | 1.0% | $500.22 | -31.46% | 12 qtrssince 2022-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 25.8M | $4.8B | 0.8% | $158.24 | +14.05% | 12 qtrssince 2022-Q4 | Increased 47 |
SEMPRA ENERGY | 50.4M | $4.5B | 0.8% | $69.98 | +26.34% | 12 qtrssince 2022-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 13.8M | $4.4B | 0.8% | $125.56 | +149.09% | 12 qtrssince 2022-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 13M | $4.3B | 0.8% | $170.93 | +99.32% | 12 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL C | 17.2M | $4.2B | 0.7% | $101.10 | +141.55% | 12 qtrssince 2022-Q4 | Increased 48 |
HOME DEPOT INC | 10.1M | $4.1B | 0.7% | $340.66 | +18.65% | 12 qtrssince 2022-Q4 | Increased 65 |
TESLA INC | 9.1M | $4B | 0.7% | $282.10 | +57.11% | 12 qtrssince 2022-Q4 | Increased 48 |
BANK OF AMERICA CORP | 76.6M | $3.9B | 0.7% | $38.02 | +37.17% | 12 qtrssince 2022-Q4 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $571.3B across 1969 positions as of Q3 2025. Top holdings: NVDA (4.7%), MSFT (4.7%), AAPL (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 199 new positions, 183 exits, 784 increased. Top move: HD (INCREASED, conviction 65). Portfolio: $571.3B across 1969 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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