JHG

Janus Henderson Group PLC Cross-source read
FinancialsCUSIP G4474Y214

Among active 13F managers last quarter, 7 opened and 33 added, while 17 reduced; the largest holder to move was Trian Fund Management, L.P. (−19%). Over the last 180 days, 2 insiders sold and none bought, a net -$641.2M in open-market trades.

Tracked 13F holders
402
266 in Q2 2026 filings
13F value (tracked)
$6.7B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
40 adding · 17 trimming
Insiders · Form 4 open-market, 180d
0 buying · 2 selling · -$641.2M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns JHG?

402 tracked 13F filers · ranked by shares held

402 tracked 13F filers disclose a position in JHG as of the latest SEC 13F filings, a combined $6.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Trian Fund Management, L.P.25.7M
$1.3B
−19%
Reduced · −6.2M sh
Q2 2026
2BlackRock, Inc.13.8M
$719.3M
−6.2%
Reduced · −917K sh
Q2 2026
3Vanguard Portfolio Management LLC5.8M
$299.1M
−0.2%
Reduced · −14K sh
Q2 2026
4HBK Investments L P5.1M
$267.8M
+22%
Added · +919K sh
Q2 2026
5Dimensional Fund Advisors LP4.3M
$219.3M
−35%
Reduced · −2.3M sh
Q1 2026
6AQR Capital Management LLC3.3M
$171.6M
−25%
Reduced · −1.1M sh
Q1 2026
7Allianz Asset Management GmbH3.2M
$164.4M
+43%
Added · +960K sh
Q1 2026
8State Street Corp3.1M
$160.0M
−30%
Reduced · −1.3M sh
Q2 2026
9AQR Arbitrage LLC2.5M
$131.0M
+75%
Added · +1.1M sh
Q2 2026
10Norges Bank2.5M
$117.9M
+12%
Added · +259K sh
Q4 2025
11Goldman Sachs Group Inc2.4M
$123.1M
+17%
Added · +350K sh
Q1 2026
12Millennium Management LLC2.3M
$120.0M
+170%
Added · +1.5M sh
Q1 2026
13Qube Research & Technologies Ltd2.3M
$116.7M
+20%
Added · +378K sh
Q1 2026
14Neuberger Berman Group LLC2.2M
$114.4M
72×
Added · +2.2M sh
Q1 2026
15Geode Capital Management, LLC2.2M
$114.9M
−16%
Reduced · −436K sh
Q2 2026
16Credit Industriel Et Commercial2.1M
$109.8M
18×
Added · +2.0M sh
Q2 2026
17TIG Advisors, LLC2.0M
$104.2M
+5.2%
Added · +99K sh
Q2 2026
18Northern Trust Corp1.9M
$97.6M
−5.0%
Reduced · −100K sh
Q1 2026
19Charles Schwab Investment Management Inc1.8M
$92.1M
−66%
Reduced · −3.6M sh
Q1 2026
20JPMorgan Chase & Co1.7M
$89.8M
+242%
Added · +1.2M sh
Q1 2026
21Vanguard Capital Management LLC1.7M
$87.6M
−70%
Reduced · −3.9M sh
Q2 2026
22Morgan Stanley1.6M
$83.0M
+3.4%
Added · +54K sh
Q1 2026
23Quantinno Capital Management LP1.5M
$75.7M
+44%
Added · +450K sh
Q1 2026
24Beryl Capital Management LLC1.4M
$73.5M
New
+1.4M sh
Q2 2026
25Nexpoint Asset Management, L.P.1.3M
$65.6M
New
+1.3M sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is JHG being bought or sold by institutions?

Last quarter, 7 funds opened a new position in JHG and 33 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
7
funds took a first position
Added
33
added to an existing position
Reduced
17
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own JHG also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT212 funds$236.6B
Nvidia CorpNVDA209 funds$364.6B
Amazon.com IncAMZN203 funds$183.8B
Meta Platforms Inc-Class AMETA203 funds$98.6B
Broadcom IncAVGO201 funds$148.6B
Alphabet Inc-CL AGOOGL200 funds$163.5B
Mastercard Inc - AMA200 funds$50.4B
Alphabet Inc-CL CGOOG198 funds$115.5B
JPMorgan Chase & CoJPM198 funds$58.4B
Bank Of America CorpBAC198 funds$32.0B
Eli Lilly & CoLLY197 funds$77.6B
Visa Inc-Class A SharesV197 funds$54.1B

Ranked by how many of JHG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JHG.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$641.2M
2 insiders
Net · 180d
-$641.2M
2 open-market transactions
DateInsiderRoleActionSharesValue
May 12, 2026Baldwin Brian MDirector, 10% OwnerSell (S)6.2M$320.6M
May 12, 2026Frank Joshua D.Director, 10% OwnerSell (S)6.2M$320.6M
Mar 10, 2026Podzorov MeganChief People OfficerSell (S)2K$85K
Feb 27, 2026Cassidy William BChief Technology OfficerSell (S)17K$886K
Feb 18, 2026Rosenberg MichelleCAO & GENERAL COUNSELSell (S)22K$1.1M
Feb 17, 2026Dibadj AliCEO, DirectorSell (S)128K$6.3M
Feb 11, 2026Thompson Roger MjCHIEF FINANCIAL OFFICERSell (S)17K$814K
Sep 11, 2025Thompson Roger MjCHIEF FINANCIAL OFFICERSell (S)27K$1.2M
Aug 4, 2025Fogo GeorginaCHIEF RISK OFFICERSell (S)69K$3.0M
Nov 4, 2024Rosenberg MichelleCAO & GENERAL COUNSELSell (S)6K$263K
Sep 12, 2024Thompson Roger MjCHIEF FINANCIAL OFFICERSell (S)9K$320K
Sep 10, 2024Thompson Roger MjCHIEF FINANCIAL OFFICERSell (S)9K$318K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5734
Insiders
Form 4 open-market
02-$641.2M
US House
STOCK Act trades
00$0
Sector rotation
JHG is in Financials, which smart money is rotating OUT OF
$30.6B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

266 tracked filers in Q2 2026 filingsstill filing
0216432Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $4.3B · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
JHGthis pagecs402 funds$6.7B
G4474Y263Common Stock2 funds$36.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for JHG

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Ask your agent what changed in JHG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/JHG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for JHG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for JHG. Filings are public domain, sourced to SEC EDGAR.