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CIK: 0000902219
Total reported value
$580.2B
$580.2B
1878 檔
18.1%
In Q4 2025, Wellington Management Group LLP's U.S. equity holdings reached a combined market value of $580.2B, distributed across 1878 disclosed stock positions.
In Q4 2025, Wellington Management Group LLP adopted a defensive or profit-taking posture, trimming 110 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 1878 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.60% | -0.15% | -1.86% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | -0.59% | -5.24% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.68% | -0.11% | -7.70% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.14% | +0.18% | -12.69% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.87% | +0.49% | +1.65% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.68% | -0.17% | +13.18% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.52% | -0.04% | -8.28% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.59% | +0.02% | +14.82% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.35% | -0.09% | +9.73% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 1.18% | -0.42% | -12.14% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.55% | -17.98% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | +0.25% | -5.01% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | +0.07% | -10.04% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.31% | -11.10% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.07% | +13.06% | |
| 16 | SRE | Sempra | Stock-Utilities | 0.72% | -0.14% | -7.46% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.12% | +5.70% | |
| 18 | NDAQ | Nasdaq Inc | Stock-Financials | 0.64% | -0.17% | -5.38% | |
| 19 | WELL | Welltower Inc | Stock-Real Estate | 0.61% | -0.04% | -6.81% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 0.60% | +0.02% | +11.19% | |
| 21 | KKR | Kkr & Co Inc | Stock-Financials | 0.60% | -0.08% | +12.26% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.06% | +41.66% | |
| 23 | TRGP | Targa Resources CORP | Stock-Energy | 0.60% | -0.04% | -5.90% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.59% | -0.42% | +23.20% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.02% | -24.79% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | — | -2.76% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | +0.01% | -28.85% | |
| 28 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.52% | -0.07% | +6.01% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.52% | -0.05% | -38.59% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.39% | +0.81% | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 0.51% | +0.16% | +25.20% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.50% | — | +34.50% | |
| 33 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.50% | -0.17% | +3.65% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.49% | -0.13% | +0.28% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.49% | +0.04% | -15.38% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | +0.18% | -5.98% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | -0.08% | -26.89% | |
| 38 | UBS | UBS Group AG | Stock-Financials | 0.47% | +0.15% | -9.45% | |
| 39 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.47% | -0.01% | -6.53% | |
| 40 | D | Dominion Energy Inc | Stock-Utilities | 0.46% | -0.07% | +46.18% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.32% | -11.66% | |
| 42 | PCAR | Paccar Inc | Stock-Industrials | 0.44% | -0.05% | +18.56% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.44% | -0.11% | -23.26% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.70% | EXIT | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | -0.15% | -5.61% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | +0.03% | +103.86% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.42% | -0.18% | -10.61% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.41% | -0.02% | -7.66% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | +0.03% | -20.76% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.40% | -0.06% | +22.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.6% | -8.28% | Trim |
| 2 | MRK | Merck & Co. Inc. | +0.5% | +14.82% | Add |
| 3 | AMZN | Amazon.com Inc | +0.4% | +13.18% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -12.69% | Trim |
| 5 | FERG | Ferguson Enterprises Inc | +0.2% | +150.78% | Add |
| 6 | DIS | Walt Disney Co/the | +0.2% | +103.86% | Add |
| 7 | HBAN | Huntington Bancshares Inc | +0.2% | +4265.49% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | +82.85% | Add |
| 9 | DASH | Doordash Inc - A | +0.2% | +593.05% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +1.65% | Add |
| 11 | GWW | Ww Grainger Inc | +0.2% | +1462.08% | Add |
| 12 | CVS | Cvs Health CORP | +0.2% | +193.24% | Add |
| 13 | BLK | Blackrock Inc | +0.2% | +200.52% | Add |
| 14 | ABBV | Abbvie Inc | +0.2% | +41.66% | Add |
| 15 | PGR | Progressive CORP | +0.2% | +181.77% | Add |
| 16 | AWK | American Water Works Co Inc | +0.2% | +3274.58% | Add |
| 17 | NTR | Nutrien LTD | +0.2% | +440.16% | Add |
| 18 | QCOM | Qualcomm Inc | +0.1% | +34.50% | Add |
| 19 | ELV | Elevance Health Inc | +0.1% | +25.20% | Add |
| 20 | DHR | Danaher CORP | +0.1% | +11.19% | Add |
| 21 | D | Dominion Energy Inc | +0.1% | +46.18% | Add |
| 22 | KMB | Kimberly-clark CORP | +0.1% | +26997.70% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | +40.61% | Add |
| 24 | NTRA | Natera Inc | +0.1% | +94.69% | Add |
| 25 | MA | Mastercard Inc - A | +0.1% | +9.73% | Add |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.1% | +28.48% | Add |
| 27 | HUBB | Hubbell Inc | +0.1% | +140.42% | Add |
| 28 | DRI | Darden Restaurants Inc | +0.1% | +80.96% | Add |
| 29 | DAL | Delta Air Lines Inc | +0.1% | +137.41% | Add |
| 30 | PCAR | Paccar Inc | +0.1% | +18.56% | Add |
| 31 | GOOG | Alphabet Inc-cl C | +0.1% | -11.10% | Trim |
| 32 | UTHR | United Therapeutics CORP | +0.1% | +74.54% | Add |
| 33 | AXON | Axon Enterprise Inc | +0.1% | +326.88% | Add |
| 34 | NKE | Nike Inc -cl B | +0.1% | +56.30% | Add |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +40.44% | Add |
| 36 | TSLA | Tesla Inc | +0.1% | +13.06% | Add |
| 37 | ETN | Eaton Corporation plc | +0.1% | +5663.73% | Add |
| 38 | ISRG | Intuitive Surgical Inc | +0.1% | +9.35% | Add |
| 39 | KDP | Keurig Dr Pepper Inc | +0.1% | +37.00% | Add |
| 40 | CDNS | Cadence Design Sys Inc | +0.1% | +218.13% | Add |
| 41 | REGN | Regeneron Pharmaceuticals | +0.1% | +8620.01% | Add |
| 42 | GSK | Gsk Plc-spon Adr | +0.1% | +267.14% | Add |
| 43 | PLTR | Palantir Technologies Inc-a | +0.1% | +52.16% | Add |
| 44 | AME | Ametek Inc | +0.1% | +302.91% | Add |
| 45 | IDXX | Idexx Laboratories Inc | +0.1% | +318.08% | Add |
| 46 | MNST | Monster Beverage CORP | +0.1% | +133.41% | Add |
| 47 | STE | STERIS plc | +0.1% | +874.93% | Add |
| 48 | OMC | Omnicom Group | +0.1% | +522.93% | Add |
| 49 | GPCR | Structure Therapeutics Inc | +0.1% | +25.18% | Add |
| 50 | GIS | General Mills Inc | +0.1% | +2970.11% | 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 1878 disclosed positions in Q4 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 NVDA, MSFT, AAPL) accounted for 18.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $2.1B
Top Position Liquidated / Trimmed
UL
前期市值: $2.1B
During Q4 2025, Wellington Management Group LLP's top holdings by market value included NVDA (4.6%)、MSFT (4.1%)、AAPL (3.7%). The largest single position, NVDA, represented 4.6% of total portfolio value.
In Q4 2025, Wellington Management Group LLP made 200 total portfolio adjustments, initiating 5 new buys, adding to 78 positions, trimming 110 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.