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CIK: 0000902219
Total reported value
$580.2B
$580.2B
1908 檔
15.7%
The Q4 2024 SEC filing reveals that Wellington Management Group LLP held a total portfolio value of $580.2B, covering 1908 public equity positions.
In Q4 2024, Wellington Management Group LLP adopted a defensive or profit-taking posture, trimming 128 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 1908 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.09% | -0.11% | -7.41% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.09% | -0.59% | -1.95% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.49% | -0.15% | -3.17% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | -0.17% | -5.67% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.18% | +15.86% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.16% | +0.25% | -6.05% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.98% | +0.49% | -6.33% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.79% | -0.04% | +18.96% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.47% | +0.02% | +6.51% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | +0.02% | -1.57% | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 1.12% | -0.42% | -4.32% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.55% | -8.81% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.09% | +9.15% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 0.90% | +0.02% | -8.53% | |
| 15 | AXP | American Express Co | Stock-Financials | 0.86% | -0.05% | -1.35% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.31% | -0.03% | |
| 17 | ACN | Accenture plc | Stock-Tech | 0.78% | -0.13% | +22.80% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.77% | -0.08% | -7.62% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.07% | +38.53% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.06% | -7.07% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.06% | -10.49% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 0.72% | +0.18% | -5.30% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 0.71% | -0.11% | -12.15% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.30% | -13.48% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | -0.14% | -14.50% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | +0.07% | +1.80% | |
| 27 | SRE | Sempra | Stock-Utilities | 0.62% | -0.14% | +11.89% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.61% | -0.18% | +13.27% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.60% | -0.07% | +3.06% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.70% | EXIT | |
| 31 | KKR | Kkr & Co Inc | Stock-Financials | 0.59% | -0.08% | -6.35% | |
| 32 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.59% | -0.11% | +10.19% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.32% | +4.43% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.57% | -0.10% | -6.75% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.57% | -0.06% | +0.04% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.55% | -0.06% | -17.01% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.39% | +2.25% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | — | -34.80% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | +0.01% | +39.63% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.52% | +0.16% | -8.25% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.51% | -0.04% | -3.88% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.51% | -0.42% | -18.63% | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.50% | -0.22% | +32.43% | |
| 44 | ARES | Ares Management CORP - A | Stock-Financials | 0.50% | -0.05% | -10.30% | |
| 45 | NDAQ | Nasdaq Inc | Stock-Financials | 0.49% | -0.17% | -9.98% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.12% | -18.89% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.49% | -0.05% | -3.44% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.48% | +0.04% | -32.97% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | -0.15% | -21.29% | |
| 50 | EQT | Eqt CORP | Stock-Energy | 0.45% | +0.02% | -28.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +15.86% | Add |
| 2 | AVGO | Broadcom Inc | +0.5% | -6.33% | Trim |
| 3 | TSLA | Tesla Inc | +0.4% | +38.53% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | -5.67% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | -3.17% | Trim |
| 6 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 7 | WFC | Wells Fargo & Co | +0.2% | -4.32% | Trim |
| 8 | BAC | Bank Of America CORP | +0.2% | +39.63% | Add |
| 9 | BA | Boeing Co/the | +0.2% | +224.68% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.57% | Trim |
| 11 | TEL | TE Connectivity plc | +0.2% | NEW | New buy |
| 12 | ACN | Accenture plc | +0.2% | +22.80% | Add |
| 13 | MA | Mastercard Inc - A | +0.2% | +9.15% | Add |
| 14 | JBL | Jabil Inc | +0.2% | +70781.39% | Add |
| 15 | MRVL | Marvell Technology Inc | +0.1% | +43.11% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -0.03% | Trim |
| 17 | LLY | Eli Lilly & Co | +0.1% | +18.96% | Add |
| 18 | SRE | Sempra | +0.1% | +11.89% | Add |
| 19 | WEC | Wec Energy Group Inc | +0.1% | +134.15% | Add |
| 20 | MAR | Marriott International -cl A | +0.1% | +50.80% | Add |
| 21 | BSX | Boston Scientific CORP | +0.1% | +10.19% | Add |
| 22 | AJG | Arthur J Gallagher & Co | +0.1% | +162.04% | Add |
| 23 | INTU | Intuit Inc | +0.1% | +13.27% | Add |
| 24 | AXP | American Express Co | +0.1% | -1.35% | Trim |
| 25 | MPC | Marathon Petroleum CORP | +0.1% | +78.08% | Add |
| 26 | EQIX | Equinix Inc | +0.1% | +28.67% | Add |
| 27 | PCAR | Paccar Inc | +0.1% | +25.05% | Add |
| 28 | CRM | Salesforce Inc | +0.1% | -3.88% | Trim |
| 29 | GILD | Gilead Sciences Inc | +0.1% | +3.06% | Add |
| 30 | EW | Edwards Lifesciences CORP | +0.1% | +5.32% | Add |
| 31 | APH | Amphenol Corp-cl A | +0.1% | +619.94% | Add |
| 32 | APP | Applovin Corp-class A | +0.1% | +7932.64% | Add |
| 33 | ZTS | Zoetis Inc | +0.1% | +78.46% | Add |
| 34 | NKE | Nike Inc -cl B | +0.1% | +32.43% | Add |
| 35 | NFLX | Netflix Inc | +0.1% | -13.48% | Trim |
| 36 | OKE | Oneok Inc | +0.1% | +433.40% | Add |
| 37 | NOW | Servicenow Inc | +0.1% | -6.75% | Trim |
| 38 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 39 | BMY | Bristol-myers Squibb Co | +0.1% | +3880.01% | Add |
| 40 | WTW | Willis Towers Watson Public Limited Company | +0.1% | +6676.10% | Add |
| 41 | HUBS | Hubspot Inc | +0.1% | +5.35% | Add |
| 42 | PLTR | Palantir Technologies Inc-a | +0.1% | +504.00% | Add |
| 43 | COF | Capital One Financial CORP | +0.1% | +165.25% | Add |
| 44 | WIX | Wix.com Ltd. | +0.1% | +518.27% | Add |
| 45 | IEX | Idex CORP | +0.1% | +49.05% | Add |
| 46 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +8249.33% | Add |
| 47 | KKR | Kkr & Co Inc | +0.1% | -6.35% | Trim |
| 48 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +23.28% | Add |
| 49 | FCX | Freeport-mcmoran Inc | 0% | +237.36% | Add |
| 50 | GEV | GE Vernova Inc | 0% | +45.84% | Add |
According to official SEC Form 13F filings, Wellington Management Group LLP reported a total U.S. public equity portfolio value of $580.2B across 1908 disclosed positions in Q4 2024.
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 AAPL, MSFT, NVDA) accounted for 15.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $1.2B
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $1.0B
During Q4 2024, Wellington Management Group LLP's top holdings by market value included AAPL (4.1%)、MSFT (4.1%)、NVDA (3.5%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q4 2024, Wellington Management Group LLP made 200 total portfolio adjustments, initiating 7 new buys, adding to 60 positions, trimming 128 holdings, and fully liquidating 5 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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