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CIK: 0001050470
Total reported value
$55.1B
$55.1B
832 檔
5.1%
The Q4 2024 SEC filing reveals that Lsv Asset Management held a total portfolio value of $55.1B, covering 832 public equity positions.
During Q4 2024, Lsv Asset Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including T, MRK, CSCO) accounted for 5.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 832 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 1.44% | -0.51% | -6.17% | |
| 2 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.32% | -0.08% | -4.44% | |
| 3 | CSCO | Cisco Systems Inc | Stock-Tech | 1.28% | +0.17% | -5.30% | |
| 4 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.25% | -0.50% | -4.95% | |
| 5 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.24% | -0.21% | -2.02% | |
| 6 | WFC | Wells Fargo & Co | Stock-Financials | 1.22% | -0.13% | -5.87% | |
| 7 | KR | Kroger Co | Stock-Consumer Staples | 1.20% | -0.37% | -3.85% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | -0.45% | -0.19% | |
| 9 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.14% | -0.32% | -4.24% | |
| 10 | STT | State Street CORP | Stock-Financials | 1.14% | +0.14% | -4.62% | |
| 11 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.09% | -0.13% | -2.65% | |
| 12 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.07% | -0.27% | -4.91% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 1.06% | +0.11% | +15.13% | |
| 14 | C | Citigroup Inc | Stock-Financials | 1.05% | +0.06% | -3.52% | |
| 15 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.04% | -0.20% | -6.23% | |
| 16 | GM | General Motors Co | Stock-Consumer Disc | 0.99% | -0.12% | -7.78% | |
| 17 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.98% | -0.33% | -1.55% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 0.95% | -0.08% | -4.59% | |
| 19 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.94% | -0.18% | -3.06% | |
| 20 | HPQ | Hp Inc | Stock-Tech | 0.91% | +0.07% | -3.39% | |
| 21 | NRG | Nrg Energy Inc | Stock-Utilities | 0.87% | — | EXIT | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | -0.22% | +6.24% | |
| 23 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.83% | -0.13% | -1.41% | |
| 24 | DELL | Dell Technologies -c | Stock-Tech | 0.79% | +0.87% | -12.14% | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 0.79% | -0.47% | -4.79% | |
| 26 | AIG | American International Group | Stock-Financials | 0.79% | -0.08% | -8.63% | |
| 27 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.76% | +0.01% | -6.93% | |
| 28 | JBL | Jabil Inc | Stock-Tech | 0.75% | -0.14% | -2.52% | |
| 29 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.74% | -0.25% | -6.27% | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.72% | +0.10% | -29.28% | |
| 31 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 0.72% | +0.02% | +1.49% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.72% | — | -1.16% | |
| 33 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.71% | -0.09% | -11.25% | |
| 34 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.70% | +0.45% | -4.33% | |
| 35 | TXT | Textron Inc | Stock-Industrials | 0.70% | — | -2.78% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.23% | -40.97% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.68% | — | +0.05% | |
| 38 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.65% | -0.13% | -1.48% | |
| 39 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.65% | -0.05% | -0.52% | |
| 40 | FLEX | Flex Ltd. | Stock-Tech | 0.64% | -0.08% | -1.39% | |
| 41 | FHN | First Horizon CORP | Stock-Financials | 0.63% | +0.02% | -3.32% | |
| 42 | EXEL | Exelixis Inc | Stock-Healthcare | 0.63% | +0.08% | +0.83% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | — | -17.47% | |
| 44 | AGCO | Agco CORP | Stock-Industrials | 0.61% | -0.06% | -3.04% | |
| 45 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.60% | -0.26% | -4.05% | |
| 46 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.60% | +0.16% | -9.44% | |
| 47 | CFG | Citizens Financial Group | Stock-Financials | 0.60% | -0.05% | -4.74% | |
| 48 | BERYEUR | Berry Global Group Inc | Stock-Other | 0.59% | — | -2.99% | |
| 49 | DFSEUR | Discover Financial Services | Stock-Other | 0.59% | — | -6.07% | |
| 50 | ARW | Arrow Electronics Inc | Stock-Tech | 0.59% | +0.14% | -1.52% |
According to official SEC Form 13F filings, Lsv Asset Management reported a total U.S. public equity portfolio value of $55.1B across 832 disclosed positions in Q4 2024.
During Q4 2024, Lsv Asset Management's top holdings by market value included T (1.4%)、MRK (1.3%)、CSCO (1.3%). The largest single position, T, represented 1.4% of total portfolio value.
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In Q4 2024, Lsv Asset Management made 0 total portfolio adjustments, initiating 0 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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