Janus Henderson Group PLC holds a diversified book of 2407 stocks worth $209.4B as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Microsoft Corp. Their largest long position is Nvidia Corp at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1274173/holdings"
Use Arkolith to show JANUS HENDERSON GROUP PLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $14.4B | 83.02M | 6.9% | ▲+0.2% Added · +191K sh | |
| 2 | Microsoft Corp COM | $8.8B | 23.88M | 4.2% | ▼−11% Reduced · −2.9M sh | |
| 3 | Apple Inc COM | $6.8B | 26.92M | 3.2% | ▼−1.6% Reduced · −425K sh | |
| 4 | Alphabet Inc CAP STK CL C | $6.8B | 23.78M | 3.2% | ▼−3.3% Reduced · −818K sh | |
| 5 | Amazon Com Inc COM | $6.7B | 32.30M | 3.2% | ▼−4.9% Reduced · −1.7M sh | |
| 6 | Broadcom Inc COM | $6.0B | 19.35M | 2.8% | ▼−4.3% Reduced · −863K sh | |
| 7 | Eli Lilly & Co COM | $4.0B | 4.35M | 1.9% | ▼−2.1% Reduced · −95K sh | |
| 8 | Meta Platforms Inc CL A | $3.9B | 6.92M | 1.9% | ▲+13% Added · +782K sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.7B | 7.92M | 1.3% | ▼−4.5% Reduced · −374K sh | |
| 10 | AstraZeneca PLC ORD | $2.3B | 11.95M | 1.1% | ▲New New position | |
| 11 | Mastercard Incorporated CL A | $2.3B | 4.57M | 1.1% | ▼−13% Reduced · −692K sh | |
| 12 | Lam Research Corp COM NEW | $2.0B | 9.27M | 0.9% | ▲+2.0% Added · +181K sh | |
| 13 | Johnson & Johnson COM | $1.9B | 7.87M | 0.9% | ▲+1.9% Added · +148K sh | |
| 14 | Argenx SE SPONSORED ADR | $1.8B | 2.54M | 0.9% | ▲+3.4% Added · +84K sh | |
| 15 | Kla Corp COM NEW | $1.8B | 1.24M | 0.9% | ▼−8.3% Reduced · −112K sh | |
| 16 | Eaton Corp PLC SHS | $1.8B | 5.09M | 0.9% | ▲+0.8% Added · +43K sh | |
| 17 | Howmet Aerospace Inc COM | $1.8B | 7.76M | 0.8% | ▼−2.4% Reduced · −195K sh | |
| 18 | Oracle Corp COM | $1.8B | 12.05M | 0.8% | ▼−17% Reduced · −2.5M sh | |
| 19 | Abbvie Inc COM | $1.5B | 6.93M | 0.7% | ▲+8.3% Added · +528K sh | |
| 20 | Netflix Inc. COM | $1.4B | 14.88M | 0.7% | ▲+12% Added · +1.6M sh | |
| 21 | Ferguson Enterprises Inc COMMON STOCK NEW | $1.4B | 6.11M | 0.7% | ▲+2.1% Added · +125K sh | |
| 22 | Visa Inc COM CL A | $1.4B | 4.49M | 0.6% | ▲+33% Added · +1.1M sh | |
| 23 | Flextronics Intl Ltd ORD | $1.3B | 20.62M | 0.6% | ▼−7.7% Reduced · −1.7M sh | |
| 24 | Ge Vernova Inc COM | $1.3B | 1.52M | 0.6% | ▲45× Added · +1.5M sh | |
| 25 | Micron Technology Inc COM | $1.3B | 3.88M | 0.6% | ▲+20% Added · +635K sh | |
| 26 | JPMorgan Chase & Co COM | $1.2B | 4.18M | 0.6% | ▼−0.4% Reduced · −18K sh | |
| 27 | Danaher Corp Del COM | $1.2B | 6.49M | 0.6% | ▼−4.8% Reduced · −328K sh | |
| 28 | Amphenol Corp CL A | $1.2B | 9.46M | 0.6% | ▼−4.5% Reduced · −446K sh | |
| 29 | Doordash Inc CL A | $1.2B | 7.76M | 0.6% | ▲+40% Added · +2.2M sh | |
| 30 | Booking Holdings Inc COM | $1.1B | 270.0K | 0.5% | ▼−15% Reduced · −49K sh | |
| 31 | Praxis Precision Medicines I COM NEW | $1.1B | 3.46M | 0.5% | ▲+6.8% Added · +219K sh | |
| 32 | LPL Finl Hldgs Inc COM | $1.1B | 3.67M | 0.5% | ▲+8.6% Added · +289K sh | |
| 33 | Mercadolibre Inc COM | $1.1B | 614.2K | 0.5% | ▲+1.7% Added · +10K sh | |
| 34 | Totalenergies SE ACT | $1.1B | 11.35M | 0.5% | ▲+25% Added · +2.3M sh | |
| 35 | Madrigal Pharmaceuticals Inc COM | $1.1B | 2.02M | 0.5% | ▲+27% Added · +434K sh | |
| 36 | Boston Scientific Corp COM | $1.0B | 16.50M | 0.5% | ▲+31% Added · +3.9M sh | |
| 37 | Unitedhealth Group Inc COM | $991.4M | 3.69M | 0.5% | ▲+2.5% Added · +89K sh | |
| 38 | Intercontinental Exchange In COM | $987.7M | 6.32M | 0.5% | ▼−3.6% Reduced · −234K sh | |
| 39 | Bridgebio Pharma Inc COM | $978.6M | 13.18M | 0.5% | ▲+20% Added · +2.2M sh | |
| 40 | Vaxcyte Inc COM | $960.2M | 16.58M | 0.5% | ▲+24% Added · +3.2M sh | |
| 41 | Vertex Pharmaceuticals Inc COM | $951.8M | 2.13M | 0.5% | ▼−4.1% Reduced · −90K sh | |
| 42 | Revolution Medicines Inc COM | $949.5M | 9.77M | 0.5% | ▼−21% Reduced · −2.5M sh | |
| 43 | Api Group Corp COM STK | $946.8M | 23.37M | 0.5% | ▲+1.1% Added · +251K sh | |
| 44 | Progressive Corp COM | $938.0M | 4.73M | 0.4% | ▼−13% Reduced · −716K sh | |
| 45 | Teledyne Technologies Inc COM | $935.1M | 1.55M | 0.4% | ▼−8.7% Reduced · −148K sh | |
| 46 | Ge Aerospace COM NEW | $926.1M | 3.26M | 0.4% | ▼−8.3% Reduced · −295K sh | |
| 47 | Liberty Media Corp Del COM LBTY ONE S C | $925.3M | 10.88M | 0.4% | ▲+2.9% Added · +302K sh | |
| 48 | Datadog Inc CL A COM | $905.6M | 7.75M | 0.4% | ▲+23% Added · +1.4M sh | |
| 49 | Alphabet Inc CAP STK CL A | $885.4M | 3.08M | 0.4% | ▲+21% Added · +532K sh | |
| 50 | Chevron Corporation COM | $865.2M | 4.18M | 0.4% | ▼−14% Reduced · −695K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 4,333 | $209.4B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 4,350 | $223.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 4,336 | $219.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 4,322 | $204.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 4,554 | $182.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 4,612 | $196.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 4,587 | $195.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 3,910 | $186.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 6,260 | $183.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 6,288 | $167.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 6,469 | $152.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 6,547 | $160.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 6,718 | $151.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 6,445 | $140.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Jan 13, 2023 | 6,417 | $133.7B | 13F-HR/A |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 6,495 | $145.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 7,290 | $207.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 2,569 | $239.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 16, 2021 | 2,211 | $228.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 1,626 | $233.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 1,576 | $219.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 1,394 | $215.2B | 13F-HR |
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.