Arkolith/Funds/Barrow Hanley Mewhinney & Strauss LLC

Barrow Hanley Mewhinney & Strauss LLC

CIK 313028Asset manager
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Inactive

Barrow Hanley Mewhinney & Strauss LLC holds a diversified book of 377 stocks worth $30.5B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened Progressive Corp and trimmed Entergy Corp. Their largest long position is Merck & Co. Inc. at 3% of the equity book.

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Use Arkolith to show BARROW HANLEY MEWHINNEY & STRAUSS LLC's latest
holdings, largest changes, and filing provenance.
Opened
56
new positions
Added to
113
existing
Trimmed
105
reduced
Sold out
46
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
25%
Top 20 holdings
43%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Financials
16%
Information Technology
15%
Materials
12%
Health Care
11%
Energy
10%
Utilities
9%
Industrials
8%
Real Estate
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

377 positions
#SecurityValueShares% PortLast moveHistory
1Merck & Co Inc
COM
$952.4M7.92M
3.1%
+1.6%
Added · +125K sh
2Chevron Corporation
COM
$874.8M4.23M
2.9%
+4.7%
Added · +189K sh
3Ge Healthcare Technologies I
COMMON STOCK
$845.9M11.88M
2.8%
+83%
Added · +5.4M sh
4Carnival Corp
COMMON STOCK
$766.9M29.63M
2.5%
+1.7%
Added · +507K sh
5Entergy Corp New
COM
$750.8M6.68M
2.5%
−12%
Reduced · −882K sh
6Permian Resources Corp
CLASS A COM
$737.1M34.57M
2.4%
+12%
Added · +3.7M sh
7Pinnacle West Cap Corp
COM
$705.3M7.00M
2.3%
+4.7%
Added · +317K sh
8Exxon Mobil Corp
COM
$687.6M4.05M
2.3%
−2.1%
Reduced · −89K sh
9Microchip Technology Inc.
COM
$682.3M10.56M
2.2%
+3.9%
Added · +399K sh
10Hewlett Packard Enterprise C
COM
$674.6M28.33M
2.2%
+57%
Added · +10.3M sh
11Entegris Inc
COM
$641.7M5.47M
2.1%
−20%
Reduced · −1.3M sh
12Air Products And Chemicals I
COM
$636.8M2.19M
2.1%
+2.9%
Added · +62K sh
13Freeport McMoran Inc
CL B
$577.8M9.83M
1.9%
+169%
Added · +6.2M sh
14Keurig DR Pepper Inc
COM
$575.9M21.87M
1.9%
+2.9%
Added · +624K sh
15Bank America Corp
COM
$547.4M11.23M
1.8%
−2.4%
Reduced · −273K sh
16Berkshire Hathaway Inc Del
CL B NEW
$513.5M1.07M
1.7%
−2.2%
Reduced · −24K sh
17Public Storage Oper Co
COM
$510.0M1.88M
1.7%
+5.0%
Added · +89K sh
18PG&E Corp
COM
$508.6M28.95M
1.7%
+8.2%
Added · +2.2M sh
19Fortive Corp
COM
$507.6M9.18M
1.7%
+11%
Added · +906K sh
20Axalta Coating Sys Ltd
COM
$505.8M18.26M
1.7%
+4.6%
Added · +805K sh
21Johnson Controls Internation
SHS
$502.8M3.84M
1.6%
−31%
Reduced · −1.7M sh
22Qualcomm Inc
COM
$481.2M3.74M
1.6%
+2.5%
Added · +92K sh
23Prologis Inc.
COM
$466.8M3.53M
1.5%
+0.8%
Added · +30K sh
24Xcel Energy Inc
COM
$442.7M5.57M
1.5%
−2.4%
Reduced · −137K sh
25Halliburton Co
COM
$423.3M10.86M
1.4%
+6.9%
Added · +700K sh
26Wynn Resorts Ltd
COM
$370.1M3.64M
1.2%
−1.0%
Reduced · −36K sh
27Aptiv PLC
COM SHS
$361.5M5.21M
1.2%
+18%
Added · +809K sh
28Unitedhealth Group Inc
COM
$360.5M1.33M
1.2%
+2.9%
Added · +38K sh
29Medtronic PLC
SHS
$352.8M4.07M
1.2%
−2.5%
Reduced · −105K sh
30Wells Fargo & Co
COM
$337.2M4.24M
1.1%
−2.7%
Reduced · −118K sh
31Everest Group Ltd
COM
$336.1M1.03M
1.1%
+8.4%
Added · +80K sh
32Alphabet Inc
CAP STK CL C
$335.7M1.17M
1.1%
−2.2%
Reduced · −27K sh
33Prosperity Bancshares Inc
COM
$331.7M4.94M
1.1%
+277%
Added · +3.6M sh
34LPL Finl Hldgs Inc
COM
$328.9M1.09M
1.1%
−13%
Reduced · −168K sh
35American Express Co
COM
$326.1M1.08M
1.1%
−2.1%
Reduced · −23K sh
36Coherent Corp
COM
$301.9M1.27M
1.0%
−9.4%
Reduced · −131K sh
37Alphabet Inc
CAP STK CL A
$291.0M1.01M
1.0%
−2.2%
Reduced · −23K sh
38Vici Pptys Inc
COM
$289.6M10.60M
0.9%
−1.0%
Reduced · −106K sh
39Mdu Res Group Inc
COM
$285.1M13.76M
0.9%
+6.7%
Added · +865K sh
40Sanofi Sa
SPONSORED ADR
$283.7M5.89M
0.9%
−16%
Reduced · −1.1M sh
41Oracle Corp
COM
$277.1M1.88M
0.9%
+16%
Added · +259K sh
42American Tower Corp
COM
$273.6M1.59M
0.9%
+11%
Added · +151K sh
43Fidelity Natl Information SV
COM
$268.3M5.72M
0.9%
−9.3%
Reduced · −584K sh
44Progressive Corp
COM
$264.5M1.33M
0.9%
New
New position
45Newmont Corp
COM
$252.5M2.33M
0.8%
+8.3%
Added · +179K sh
46AECOM
COM
$242.0M2.85M
0.8%
+45%
Added · +883K sh
47Warner Music Group Corp
COM CL A
$236.5M9.26M
0.8%
+18%
Added · +1.4M sh
48Hunt J B Trans Svcs Inc
COM
$233.3M1.10M
0.8%
−22%
Reduced · −308K sh
49Vertiv Holdings Co
COM CL A
$228.5M911.9K
0.7%
−33%
Reduced · −444K sh
50Bank Nova Scotia B C
COM
$223.1M3.22M
0.7%
−3.2%
Reduced · −107K sh
Showing 50 of 377 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 2026503$30.5B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026464$30.0B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025442$31.4B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025401$29.7B13F-HR
Q1 2025Mar 31, 2025May 12, 2025408$27.6B13F-HR
Q4 2024Dec 31, 2024Feb 18, 2025417$29.4B13F-HR/A
Q3 2024Sep 30, 2024Nov 13, 2024416$30.6B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024390$29.3B13F-HR
Q1 2024Mar 31, 2024May 13, 2024377$29.7B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024369$28.4B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023375$26.2B13F-HR
Q2 2023Jun 30, 2023Aug 10, 2023436$26.8B13F-HR
Q1 2023Mar 31, 2023May 11, 2023476$25.8B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023470$26.6B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022501$24.4B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022512$26.5B13F-HR
Q1 2022Mar 31, 2022May 13, 2022525$30.6B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022561$31.6B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021547$30.2B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021547$31.1B13F-HR
Q1 2021Mar 31, 2021May 13, 2021548$31.4B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021552$29.0B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020664$26.0B13F-HR
Amended / restated
  • Q4 2024 · filed Feb 12, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.