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CIK: 0000313028
Total reported value
$33.0B
$33.0B
318 檔
10.8%
During the Q1 2025 filing period, Barrow Hanley Mewhinney & Strauss LLC (CIK: 0000313028) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $33.0B across 318 reported positions.
In Q1 2025, Barrow Hanley Mewhinney & Strauss LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ETR | Entergy CORP | Stock-Utilities | 3.02% | -0.54% | -11.83% | |
| 2 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.54% | -0.26% | +23.95% | |
| 3 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.49% | +0.44% | -5.67% | |
| 4 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 2.48% | -2.51% | EXIT | |
| 5 | FIS | Fidelity National Info Serv | Stock-Tech | 2.42% | -0.22% | -3.85% | |
| 6 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.33% | -0.27% | -17.42% | |
| 7 | PNW | Pinnacle West Capital | Stock-Utilities | 2.23% | -0.18% | -5.90% | |
| 8 | AIG | American International Group | Stock-Financials | 2.11% | — | -5.82% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.09% | -0.83% | +22.84% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 2.02% | -0.98% | -5.98% | |
| 11 | ELV | Elevance Health Inc | Stock-Healthcare | 2.01% | +0.14% | +62.29% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.96% | -0.10% | -5.42% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.95% | +0.66% | +43.32% | |
| 14 | PSA | Public Storage | Stock-Real Estate | 1.93% | +0.02% | +3.90% | |
| 15 | AVTR | Avantor Inc | Stock-Healthcare | 1.78% | +0.02% | -0.88% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.71% | -0.03% | -5.48% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 1.66% | -0.02% | -22.19% | |
| 18 | PLD | Prologis Inc | Stock-Real Estate | 1.63% | -1.06% | +6.46% | |
| 19 | AXTA | Axalta Coating Systems Ltd. | Stock-Materials | 1.63% | +0.16% | -5.47% | |
| 20 | XEL | Xcel Energy Inc | Stock-Utilities | 1.61% | +0.70% | -4.95% | |
| 21 | HAL | Halliburton Co | Stock-Energy | 1.52% | -0.34% | +2.35% | |
| 22 | HES | Hess CORP | Stock-Other | 1.49% | — | -22.85% | |
| 23 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.49% | +0.83% | -5.90% | |
| 24 | SNY | Sanofi-adr | Stock-Healthcare | 1.48% | -0.58% | -4.52% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.44% | -0.27% | +25.07% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.43% | -0.25% | +57.48% | |
| 27 | CRH | CRH plc | Stock-Materials | 1.43% | +0.09% | -9.45% | |
| 28 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.42% | -0.75% | EXIT | |
| 29 | PR | Permian Resources Corp-cl A | Stock-Energy | 1.42% | -1.25% | -6.06% | |
| 30 | VICI | Vici Properties Inc | Stock-Real Estate | 1.41% | -0.24% | -5.44% | |
| 31 | MCHP | Microchip Technology Inc | Stock-Tech | 1.35% | -0.61% | +43.47% | |
| 32 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.27% | — | +22.56% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 1.26% | -0.15% | -4.79% | |
| 34 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 1.25% | -0.21% | EXIT | |
| 35 | WAL | Western Alliance Bancorp | Stock-Financials | 1.22% | -0.02% | +141.68% | |
| 36 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.19% | -0.04% | — | |
| 37 | EG | Everest Group, Ltd. | Stock-Financials | 1.16% | -0.04% | — | |
| 38 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.14% | — | -10.72% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 1.09% | +0.01% | +3.59% | |
| 40 | AXP | American Express Co | Stock-Financials | 1.08% | -0.07% | -5.03% | |
| 41 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.06% | +0.03% | +8.91% | |
| 42 | FTV | Fortive CORP | Stock-Tech | 1.04% | -0.06% | +115.46% | |
| 43 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 1.04% | -0.24% | +9.27% | |
| 44 | SBAC | Sba Communications CORP | Stock-Real Estate | 1.03% | — | +17.57% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.99% | -0.01% | -58.61% | |
| 46 | ENTG | Entegris Inc | Stock-Tech | 0.97% | -0.63% | — | |
| 47 | EA | Electronic Arts Inc | Stock-Comm Services | 0.94% | — | -9.46% | |
| 48 | WMG | Warner Music Group Corp-cl A | Stock-Other | 0.93% | -0.05% | +3.74% | |
| 49 | SLM | Slm CORP | Stock-Financials | 0.93% | +0.14% | +70.48% | |
| 50 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.87% | — | -34.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ETR | Entergy CORP | — | NEW | New buy |
| 2 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 3 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 4 | CCL1EUR | Carnival CORP LTD | — | NEW | New buy |
| 5 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 6 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 7 | PNW | Pinnacle West Capital | — | NEW | New buy |
| 8 | AIG | American International Group | — | NEW | New buy |
| 9 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 10 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 11 | ELV | Elevance Health Inc | — | NEW | New buy |
| 12 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 13 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 14 | PSA | Public Storage | — | NEW | New buy |
| 15 | AVTR | Avantor Inc | — | NEW | New buy |
| 16 | BAC | Bank Of America CORP | — | NEW | New buy |
| 17 | PM | Philip Morris International | — | NEW | New buy |
| 18 | PLD | Prologis Inc | — | NEW | New buy |
| 19 | AXTA | Axalta Coating Systems Ltd. | — | NEW | New buy |
| 20 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 21 | HAL | Halliburton Co | — | NEW | New buy |
| 22 | HES | Hess CORP | — | NEW | New buy |
| 23 | APTV | Aptiv PLC | — | NEW | New buy |
| 24 | SNY | Sanofi-adr | — | NEW | New buy |
| 25 | MDT | Medtronic plc | — | NEW | New buy |
| 26 | PSX | Phillips 66 | — | NEW | New buy |
| 27 | CRH | CRH plc | — | NEW | New buy |
| 28 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 29 | PR | Permian Resources Corp-cl A | — | NEW | New buy |
| 30 | VICI | Vici Properties Inc | — | NEW | New buy |
| 31 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 32 | NICE | Nice LTD - Spon Adr | — | NEW | New buy |
| 33 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 34 | WTW | Willis Towers Watson Public Limited Company | — | NEW | New buy |
| 35 | WAL | Western Alliance Bancorp | — | NEW | New buy |
| 36 | LEN | Lennar Corp-a | — | NEW | New buy |
| 37 | EG | Everest Group, Ltd. | — | NEW | New buy |
| 38 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 39 | ORCL | Oracle CORP | — | NEW | New buy |
| 40 | AXP | American Express Co | — | NEW | New buy |
| 41 | MAA | Mid-america Apartment Comm | — | NEW | New buy |
| 42 | FTV | Fortive CORP | — | NEW | New buy |
| 43 | WYNN | Wynn Resorts LTD | — | NEW | New buy |
| 44 | SBAC | Sba Communications CORP | — | NEW | New buy |
| 45 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 46 | ENTG | Entegris Inc | — | NEW | New buy |
| 47 | EA | Electronic Arts Inc | — | NEW | New buy |
| 48 | WMG | Warner Music Group Corp-cl A | — | NEW | New buy |
| 49 | SLM | Slm CORP | — | NEW | New buy |
| 50 | LVS | Las Vegas Sands CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Barrow Hanley Mewhinney & Strauss LLC reported a total U.S. public equity portfolio value of $33.0B across 318 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ETR, MRK, KDP) accounted for 10.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
ETR
市值: $832.3M
During Q1 2025, Barrow Hanley Mewhinney & Strauss LLC's top holdings by market value included ETR (3.0%)、MRK (2.5%)、KDP (2.5%). The largest single position, ETR, represented 3.0% of total portfolio value.
In Q1 2025, Barrow Hanley Mewhinney & Strauss LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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