WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,969 positions
NVIDIA Corp | 143.4M | $26.8B | 4.7% | $56.21 | +231.15% | 12 qtrssince 2022-Q4 | Decreased 0 |
Microsoft Corp | 51.6M | $26.7B | 4.7% | $251.76 | +104.05% | 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 | 65.6M | $15.9B | 2.8% | $115.85 | +109.30% | 12 qtrssince 2022-Q4 | Decreased 0 |
Broadcom Inc | 46.6M | $15.4B | 2.7% | $122.08 | +168.24% | 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 |
Facebook Inc | 10.7M | $7.9B | 1.4% | $200.58 | +264.89% | 12 qtrssince 2022-Q4 | Decreased 0 |
Mastercard Inc | 12.3M | $7B | 1.2% | $407.72 | +38.65% | 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% | $99.20 | -17.81% | 12 qtrssince 2022-Q4 | Decreased 0 |
UnitedHealth Group Inc | 16.5M | $5.7B | 1.0% | $491.33 | -31.54% | 12 qtrssince 2022-Q4 | Decreased 0 |
Johnson & Johnson | 25.8M | $4.8B | 0.8% | $155.92 | +16.30% | 12 qtrssince 2022-Q4 | Increased 47 |
Sempra Energy | 50.4M | $4.5B | 0.8% | $70.30 | +23.36% | 12 qtrssince 2022-Q4 | Decreased 0 |
JPMorgan Chase & Co | 13.8M | $4.4B | 0.8% | $124.38 | +148.85% | 12 qtrssince 2022-Q4 | Decreased 0 |
American Express Co | 13M | $4.3B | 0.8% | $170.43 | +92.83% | 12 qtrssince 2022-Q4 | Decreased 0 |
Alphabet Inc | 17.2M | $4.2B | 0.7% | $101.14 | +140.18% | 12 qtrssince 2022-Q4 | Increased 48 |
Home Depot Inc/The | 10.1M | $4.1B | 0.7% | $332.92 | +18.36% | 12 qtrssince 2022-Q4 | Increased 65 |
Tesla Inc | 9.1M | $4B | 0.7% | $278.92 | +59.44% | 12 qtrssince 2022-Q4 | Increased 48 |
Bank of America Corp | 76.6M | $3.9B | 0.7% | $37.57 | +34.45% | 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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 199 new positions, 184 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
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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
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