Hardman Johnston Global Advisors LLC

Stamford, CT · CIK 1006364 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 1985 · limited liability company

Assets managed$8.8bn
Staff27 · 14 in investment roles
Main clients (by assets)Private funds 50%, State and local governments 17%, Pension plans 12%
Private funds8 · $4.3bn gross assets
Websitehardmanjohnston.com
Form ADV · 2026-07-30SEC adviser record

Legal entityHARDMAN JOHNSTON GLOBAL ADVISORS LLC (US)

Others nearbyStamford, CT

As an employer

Offices in1 country
Private fundsother private 8

$2.9bn reported value +35.4% vs Q1 2026

77positions

67.2%in top 10

5 new 25 added 33 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Guardian Partners Inc. – files its own report too; $78.8m of shares are in both

Also in the report of:

Integrated Investment Consultants, LLC – $214.6k of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CAMECO CORP COM CCJ	CCJ	4,215,525	$429.4m15.07%	15.07%	Added +814.4k	+814,406 23.9%
2	TECHNIPFMC PLC COM FTI	FTI	5,819,258	$385.8m13.54%	13.54%	Added +4.1m	+4,057,646 230.3%
3	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	112,695	$224.2m7.87%	7.87%	Reduced -5.8k	-5,831 -4.9%
4	ICICI BANK LIMITED ADR IBN	IBN	7,370,799	$214.0m7.51%	7.51%	Added +4.4m	+4,385,914 146.9%
5	MERCADOLIBRE INC COM MELI	MELI	76,673	$130.1m4.57%	4.57%	Added +495	+495 0.7%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	263,227	$125.7m4.41%	4.41%	Added +11.5k	+11,485 4.6%
7	HOWMET AEROSPACE INC COM HWM	HWM	402,710	$108.3m3.80%	3.80%	Reduced -17.3k	-17,255 -4.1%
8	VERTIV HOLDINGS CO COM CL A VRT	VRT	311,472	$104.3m3.66%	3.66%	Reduced -59.9k	-59,924 -16.1%
9	NVIDIA CORPORATION COM NVDA	NVDA	490,765	$98.2m3.45%	3.45%	Reduced -475	-475 -0.1%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	267,092	$95.5m3.35%	3.35%	Reduced -7.4k	-7,362 -2.7%
11	CURTISS WRIGHT CORP COM CW	CW	76,411	$57.9m2.03%	2.03%	Reduced -1.9k	-1,856 -2.4%
12	MASTERCARD INCORPORATED CL A MA	MA	94,184	$48.4m1.70%	1.70%	Added +372	+372 0.4%
13	APPLE INC COM AAPL	AAPL	151,706	$43.9m1.54%	1.54%	Reduced -2.1k	-2,130 -1.4%
14	ADVANCED ENERGY INDS COM AEIS	AEIS	108,893	$40.6m1.42%	1.42%	Reduced -2.2k	-2,237 -2.0%
15	ELI LILLY & CO COM LLY	LLY	32,461	$38.9m1.37%	1.37%	Added +642	+642 2.0%
16	MICROSOFT CORP COM MSFT	MSFT	101,524	$37.9m1.33%	1.33%	Reduced -23.6k	-23,596 -18.9%
17	CITIGROUP INC COM NEW C	C	263,040	$36.8m1.29%	1.29%	Added +74.0k	+73,960 39.1%
18	AMAZON COM INC COM AMZN	AMZN	143,758	$34.3m1.20%	1.20%	Added +49.9k	+49,925 53.2%
19	LAUDER ESTEE COS INC CL A EL	EL	409,592	$32.3m1.13%	1.13%	Added +4.7k	+4,670 1.1%
20	SCHLUMBERGER LTD COM STK SLB	SLB	694,803	$32.3m1.13%	1.13%	Added +423.9k	+423,890 156.5%
21	SHARKNINJA INC COM SHS SN	SN	193,216	$29.4m1.03%	1.03%	Added +697	+697 0.4%
22	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	57,683	$28.7m1.01%	1.01%	Reduced -674	-674 -1.1%
23	ILLUMINA INC COM ILMN	ILMN	159,994	$28.1m0.99%	0.99%	Added +22.2k	+22,213 16.1%
24	SCHWAB CHARLES CORP COM SCHW	SCHW	298,535	$27.5m0.97%	0.97%	Reduced -3.0k	-3,045 -1.0%
25	EDWARDS LIFESCIENCES CORP COM EW	EW	291,072	$26.3m0.92%	0.92%	Added +1.5k	+1,466 0.5%
26	CORTEVA INC COM CTVA	CTVA	308,077	$26.1m0.92%	0.92%	Reduced -9.2k	-9,241 -2.9%
27	UBER TECHNOLOGIES INC COM UBER	UBER	360,920	$26.0m0.91%	0.91%	Added +6.3k	+6,340 1.8%
28	STMICROELECTRONICS N V NY REGISTRY STM	STM	322,724	$24.2m0.85%	0.85%	Reduced -219.3k	-219,321 -40.5%
29	STANLEY BLACK & DECKER INC COM SWK	SWK	243,515	$22.9m0.80%	0.80%	Added +20.0k	+20,031 9.0%
30	MARSH & MCLENNAN COS INC COM MRSH	MRSH	134,677	$22.4m0.79%	0.79%	Reduced -714	-714 -0.5%
31	HEXCEL CORP NEW COM HXL	HXL	218,772	$21.9m0.77%	0.77%	Reduced -210	-210 -0.1%
32	BROADCOM INC COM AVGO	AVGO	55,702	$21.0m0.74%	0.74%	Added +29.8k	+29,844 115.4%
33	IQVIA HLDGS INC COM IQV	IQV	101,130	$19.5m0.69%	0.69%	Reduced -695	-695 -0.7%
34	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	80,332	$18.0m0.63%	0.63%	Reduced -1.2k	-1,152 -1.4%
35	ALBEMARLE CORP COM ALB	ALB	120,281	$16.2m0.57%	0.57%	Reduced -3.3k	-3,260 -2.6%
36	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	171,220	$15.7m0.55%	0.55%	Added +3.2k	+3,200 1.9%
37	ELANCO ANIMAL HEALTH INC COM ELAN	ELAN	635,690	$15.6m0.55%	0.55%	Added +13.0k	+13,020 2.1%
38	MEDTRONIC PLC SHS MDT	MDT	190,834	$14.9m0.52%	0.52%	Reduced -670	-670 -0.3%
39	UNITEDHEALTH GROUP INC COM UNH	UNH	29,181	$12.1m0.43%	0.43%	Added +4.9k	+4,873 20.1%
40	UNIVERSAL DISPLAY CORP COM OLED	OLED	132,685	$11.5m0.40%	0.40%	Reduced -29.0k	-29,030 -17.9%
41	ADOBE INC COM ADBE	ADBE	49,489	$10.1m0.36%	0.36%	Reduced -632	-632 -1.3%
42	COMCAST CORP NEW CL A CMCSA	CMCSA	354,500	$8.7m0.31%	0.31%	Reduced -7.2k	-7,155 -2.0%
43	BECTON DICKINSON & CO COM BDX	BDX	52,806	$8.0m0.28%	0.28%	Reduced -644	-644 -1.2%
44	ALPHABET INC CAP STK CL C GOOG	GOOG	22,586	$8.0m0.28%	0.28%	Reduced -1.5k	-1,496 -6.2%
45	NETFLIX INC COM NFLX	NFLX	102,740	$7.3m0.26%	0.26%	New
46	BOSTON SCIENTIFIC CORP COM BSX	BSX	168,360	$7.2m0.25%	0.25%	Added +2.3k	+2,336 1.4%
47	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	28,817	$6.9m0.24%	0.24%	New
48	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	140,264	$5.2m0.18%	0.18%	Reduced -4.4k	-4,407 -3.0%
49	ARGENX SE SPONSORED ADR ARGX	ARGX	4,185	$3.9m0.14%	0.14%	New
50	ABBOTT LABS COM ABT	ABT	35,578	$3.2m0.11%	0.11%	Reduced -970	-970 -2.6%
51	EOG RES INC COM EOG	EOG	24,460	$3.2m0.11%	0.11%	Added +10.9k	+10,880 80.1%
52	PROLOGIS INC. COM PLD	PLD	22,352	$3.0m0.11%	0.11%	Reduced -519	-519 -2.3%
53	WATERS CORP COM WAT	WAT	7,702	$2.9m0.10%	0.10%	Added +476	+476 6.6%
54	META PLATFORMS INC CL A META	META	4,802	$2.7m0.09%	0.09%	Reduced -16.1k	-16,143 -77.1%
55	M & T BK CORP COM MTB	MTB	10,630	$2.5m0.09%	0.09%	Unchanged
56	PROCTER AND GAMBLE CO COM PG	PG	16,700	$2.4m0.09%	0.09%	Unchanged
57	ONEOK INC NEW COM OKE	OKE	27,487	$2.4m0.08%	0.08%	Added +13.1k	+13,130 91.5%
58	PAYPAL HLDGS INC COM PYPL	PYPL	36,310	$1.6m0.06%	0.06%	Unchanged
59	CHEVRON CORP NEW COM CVX	CVX	9,335	$1.5m0.05%	0.05%	Unchanged
60	MERCK & CO INC COM MRK	MRK	11,210	$1.4m0.05%	0.05%	Unchanged
61	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	14,650	$1.3m0.05%	0.05%	Reduced -100	-100 -0.7%
62	EXXON MOBIL CORP COM XOM	XOM	8,883	$1.2m0.04%	0.04%	Unchanged
63	LXP INDUSTRIAL TRUST COM LXP	LXP	19,500	$1.1m0.04%	0.04%	Added +3.0k	+3,000 18.2%
64	NEWELL BRANDS INC COM NWL	NWL	150,000	$921.0k0.03%	0.03%	New
65	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	3,260	$900.3k0.03%	0.03%	Reduced -3.1k	-3,145 -49.1%
66	EVERSOURCE ENERGY COM ES	ES	12,000	$867.2k0.03%	0.03%	Unchanged
67	PFIZER INC COM PFE	PFE	27,600	$664.6k0.02%	0.02%	Unchanged
68	BOEING CO COM BA	BA	2,625	$568.2k0.02%	0.02%	Unchanged
69	HERSHEY CO COM HSY	HSY	2,900	$508.8k0.02%	0.02%	Unchanged
70	VERSANT MEDIA GROUP INC COM CL A VSNT	VSNT	13,738	$494.7k0.02%	0.02%	Reduced -119	-119 -0.9%
71	GE VERNOVA INC COM GEV	GEV	411	$482.9k0.02%	0.02%	Reduced -100	-100 -19.6%
72	GE AEROSPACE COM NEW GE	GE	946	$353.5k0.01%	0.01%	Unchanged
73	SHELL PLC SPON ADS SHEL	SHEL	4,300	$333.4k0.01%	0.01%	Reduced -700	-700 -14.0%
74	HIGHWOODS PPTYS INC COM HIW	HIW	9,700	$292.6k0.01%	0.01%	Unchanged
75	ISHARES GOLD TR ISHARES NEW IAU	IAU	3,600	$271.8k0.01%	0.01%	Unchanged
76	TRIP COM GROUP LTD ADS TCOM	TCOM	5,750	$229.1k0.01%	0.01%	Unchanged
77	UNION PAC CORP COM UNP	UNP	754	$205.1k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
T-MOBILE US INC TMUS	TMUS	10,230	$2.1m10.2k shares