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CIK: 0000902219
Total reported value
$580.2B
$580.2B
1909 檔
16.3%
As reported in its official Q2 2025 Form 13F filing, Wellington Management Group LLP's tracked investment portfolio stood at $580.2B with 1909 total positions.
Wellington Management Group LLP executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 5 holdings and trimming 94 positions.
Showing top 200 holdings (of 1909 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.81% | -0.59% | +6.63% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.19% | -0.15% | +6.78% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.88% | +0.49% | -2.46% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.85% | -0.11% | -7.28% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.46% | -0.17% | -4.57% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.11% | +0.18% | +17.93% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.98% | -0.04% | +10.09% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.55% | +9.23% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.37% | +0.25% | -6.32% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.25% | -0.09% | -9.19% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.10% | +0.02% | -5.89% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 1.09% | -0.42% | +5.26% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.02% | -14.01% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 0.97% | -0.30% | -9.36% | |
| 15 | AXP | American Express Co | Stock-Financials | 0.86% | -0.05% | -17.38% | |
| 16 | INTU | Intuit Inc | Stock-Tech | 0.84% | -0.18% | +3.56% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.76% | -0.07% | +37.18% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.01% | -2.93% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.08% | -5.28% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | +0.18% | -1.53% | |
| 21 | SRE | Sempra | Stock-Utilities | 0.72% | -0.14% | +7.76% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | +0.07% | +9.85% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.69% | +0.03% | -4.58% | |
| 24 | NDAQ | Nasdaq Inc | Stock-Financials | 0.67% | -0.17% | +25.99% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.70% | EXIT | |
| 26 | LIN | Linde plc | Stock-Materials | 0.64% | -0.05% | -0.08% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | — | -9.40% | |
| 28 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.64% | -0.11% | -1.65% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.39% | -15.83% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.61% | +0.02% | -3.53% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.60% | -0.13% | -7.73% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | +0.03% | -4.10% | |
| 33 | KKR | Kkr & Co Inc | Stock-Financials | 0.57% | -0.08% | +18.85% | |
| 34 | SPGI | S&p Global Inc | Stock-Financials | 0.57% | -0.11% | -7.59% | |
| 35 | TRGP | Targa Resources CORP | Stock-Energy | 0.57% | -0.04% | +30.69% | |
| 36 | WELL | Welltower Inc | Stock-Real Estate | 0.56% | -0.04% | -5.26% | |
| 37 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.55% | -0.07% | +7.93% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.31% | -18.60% | |
| 39 | COP | Conocophillips | Stock-Energy | 0.51% | -0.06% | -0.87% | |
| 40 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.50% | -0.20% | +7.10% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.07% | -4.13% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.49% | +0.04% | -0.94% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.32% | -11.83% | |
| 44 | WMB | Williams Cos Inc | Stock-Energy | 0.48% | +0.11% | +41.50% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.06% | -24.17% | |
| 46 | EQT | Eqt CORP | Stock-Energy | 0.45% | +0.02% | -6.81% | |
| 47 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.45% | -0.17% | -11.63% | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.45% | +0.16% | +9.03% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.44% | — | -3.63% | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.43% | -0.02% | +13.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +6.78% | Add |
| 2 | MSFT | Microsoft CORP | +1.2% | +6.63% | Add |
| 3 | AVGO | Broadcom Inc | +1% | -2.46% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +17.93% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +9.23% | Add |
| 6 | B | Barrick Mining CORP | +0.3% | NEW | New buy |
| 7 | NDAQ | Nasdaq Inc | +0.2% | +25.99% | Add |
| 8 | KR | Kroger Co | +0.2% | +223.79% | Add |
| 9 | NFLX | Netflix Inc | +0.2% | -9.36% | Trim |
| 10 | INTU | Intuit Inc | +0.2% | +3.56% | Add |
| 11 | GILD | Gilead Sciences Inc | +0.2% | +37.18% | Add |
| 12 | AVY | Avery Dennison CORP | +0.2% | +34416.08% | Add |
| 13 | GE | General Electric | +0.2% | +117.25% | Add |
| 14 | WMB | Williams Cos Inc | +0.1% | +41.50% | Add |
| 15 | KKR | Kkr & Co Inc | +0.1% | +18.85% | Add |
| 16 | CNI | Canadian Natl Railway Co | +0.1% | +39.49% | Add |
| 17 | MAR | Marriott International -cl A | +0.1% | +38.89% | Add |
| 18 | WFC | Wells Fargo & Co | +0.1% | +5.26% | Add |
| 19 | D | Dominion Energy Inc | +0.1% | +65.95% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +34.97% | Add |
| 21 | GEV | GE Vernova Inc | +0.1% | +16.32% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | +36.36% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | -4.57% | Trim |
| 24 | MU | Micron Technology Inc | +0.1% | +121.66% | Add |
| 25 | ADI | Analog Devices Inc | +0.1% | +2600.01% | Add |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +265.27% | Add |
| 27 | ORCL | Oracle CORP | +0.1% | +1115.73% | Add |
| 28 | NOW | Servicenow Inc | +0.1% | +3.73% | Add |
| 29 | ANET | Arista Networks Inc | +0.1% | +24.91% | Add |
| 30 | PH | Parker Hannifin CORP | +0.1% | +22.75% | Add |
| 31 | DRI | Darden Restaurants Inc | +0.1% | +177.05% | Add |
| 32 | JBL | Jabil Inc | +0.1% | -4.03% | Trim |
| 33 | FERG | Ferguson Enterprises Inc | +0.1% | +140.91% | Add |
| 34 | NTAP | Netapp Inc | +0.1% | +19079.05% | Add |
| 35 | LH | Labcorp Holdings Inc | +0.1% | +584.94% | Add |
| 36 | FLUT | Flutter Entertainment plc | +0.1% | +36.83% | Add |
| 37 | MELI | Mercadolibre Inc | +0.1% | +26.30% | Add |
| 38 | AMRZ | Amrize Ltd | +0.1% | NEW | New buy |
| 39 | PNC | Pnc Financial Services Group | +0.1% | +550.94% | Add |
| 40 | MS | Morgan Stanley | +0.1% | -0.94% | Trim |
| 41 | ZTS | Zoetis Inc | +0.1% | +46.56% | Add |
| 42 | DKNG | Draftkings Inc-cl A | +0.1% | +22.73% | Add |
| 43 | VRT | Vertiv Holdings Co-a | +0.1% | +36.08% | Add |
| 44 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +842.46% | Add |
| 45 | ABNB | Airbnb Inc-class A | +0.1% | +50.26% | Add |
| 46 | PLD | Prologis Inc | +0.1% | +100.49% | Add |
| 47 | HUBB | Hubbell Inc | +0.1% | +565.90% | Add |
| 48 | POOL | Pool CORP | +0.1% | +109.26% | Add |
| 49 | SRE | Sempra | +0.1% | +7.76% | Add |
| 50 | TXN | Texas Instruments Inc | +0.1% | -1.53% | Trim |
According to official SEC Form 13F filings, Wellington Management Group LLP reported a total U.S. public equity portfolio value of $580.2B across 1909 disclosed positions in Q2 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 MSFT, NVDA, AVGO) accounted for 16.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
B
市值: $1.5B
Top Position Liquidated / Trimmed
ABX
前期市值: $1.5B
During Q2 2025, Wellington Management Group LLP's top holdings by market value included MSFT (4.8%)、NVDA (4.2%)、AVGO (2.9%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q2 2025, Wellington Management Group LLP made 200 total portfolio adjustments, initiating 2 new buys, adding to 99 positions, trimming 94 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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