JANUS HENDERSON GROUP PLC
LONDON, X0 · CIK 1274173 · 13F filing filed 2026-05-18
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Legal entityJANUS HENDERSON GROUP LTD (JE)
Other 13F filers in this group: JANUS HENDERSON INVESTORS UK Ltd last filed Q2 2026, JANUS HENDERSON INVESTORS US LLC last filed Q2 2026
This report includes the holdings of 15 other managers that share the investment decisions:
- New York Life Investment Management LLC – files its own report too; $1.2bn of shares are in both
- FIRST TRUST ADVISORS LP – files its own report too; $26.9m of shares are in both
- Park Avenue Institutional Advisers LLC – files its own report too; $170.0k of shares are in both
- GuideStone Capital Management, LLC – files its own report too
- NATIONAL MUTUAL FUNDS MANAGEMENT LTD – files its own report too
- NORTHERN TRUST CORP – files its own report too
- Nationwide Fund Advisors – files its own report too
- Pacific Life Fund Advisors LLC – files its own report too
7 more
- Penn Mutual Asset Management – files its own report too
- Equitable Investment Management Group, LLC – reports through this filing
- JANUS HENDERSON INVESTORS UK Ltd – reports through this filing
- JANUS HENDERSON INVESTORS US LLC – reports through this filing
- Janus Henderson Investors (Australia) Institutional Funds Management Ltd – reports through this filing
- Janus Henderson Investors (Jersey) Ltd – reports through this filing
- Janus Henderson Investors (Singapore) Ltd – reports through this filing
Also in the report of:
- Financiere des Professionnels - Fonds d'investissement inc. – $401.1m of shares are in both reports
Shares in two reports are counted once in each security's totals.
Holdings, Q1 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| NVIDIA CORPORATION NVDA | $14.4bn6.88% | Added +190.5k |
| MICROSOFT CORP MSFT | $8.8bn4.21% | Reduced -2.9m |
| APPLE INC AAPL | $6.8bn3.25% | Reduced -425.2k |
| ALPHABET INC GOOG | $6.8bn3.25% | Reduced -818.3k |
| AMAZON COM INC AMZN | $6.7bn3.19% | Reduced -1.7m |
| BROADCOM INC AVGO | $6.0bn2.85% | Reduced -863.1k |
| ELI LILLY & CO LLY | $4.0bn1.90% | Reduced -94.6k |
| META PLATFORMS INC META | $3.9bn1.88% | Added +781.8k |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $2.7bn1.27% | Reduced -374.1k |
| ASTRAZENECA PLC AZN | $2.3bn1.11% | New |
| MASTERCARD INCORPORATED MA | $2.3bn1.09% | Reduced -692.3k |
| LAM RESEARCH CORP LRCX | $2.0bn0.94% | Added +181.1k |
| JOHNSON & JOHNSON JNJ | $1.9bn0.92% | Added +148.5k |
| ARGENX SE ARGX | $1.8bn0.88% | Added +83.6k |
| KLA CORP KLAC | $1.8bn0.87% | Reduced -111.6k |
| EATON CORP PLC ETN | $1.8bn0.86% | Added +43.2k |
| HOWMET AEROSPACE INC HWM | $1.8bn0.84% | Reduced -194.6k |
| ORACLE CORP ORCL | $1.8bn0.84% | Reduced -2.5m |
| ABBVIE INC ABBV | $1.5bn0.72% | Added +528.4k |
| NETFLIX INC NFLX | $1.4bn0.68% | Added +1.6m |
| FERGUSON ENTERPRISES INC FERG | $1.4bn0.68% | Added +125.3k |
| VISA INC V | $1.4bn0.65% | Added +1.1m |
| FLEX LTD FLEX | $1.3bn0.64% | Reduced -1.7m |
| GE VERNOVA INC GEV | $1.3bn0.63% | Added +1.5m |
| MICRON TECHNOLOGY INC MU | $1.3bn0.63% | Added +634.7k |
| JPMORGAN CHASE & CO JPM | $1.2bn0.59% | Reduced -18.5k |
| DANAHER CORPORATION DHR | $1.2bn0.58% | Reduced -327.6k |
| AMPHENOL CORP APH | $1.2bn0.57% | Reduced -446.1k |
| DOORDASH INC DASH | $1.2bn0.55% | Added +2.2m |
| BOOKING HOLDINGS INC BKNG | $1.1bn0.54% | Reduced -48.6k |
| PRAXIS PRECISION MEDICINES I PRAX | $1.1bn0.53% | Added +218.8k |
| LPL FINL HLDGS INC LPLA | $1.1bn0.53% | Added +289.2k |
| MERCADOLIBRE INC MELI | $1.1bn0.51% | Added +10.1k |
| TOTALENERGIES SE TTE | $1.1bn0.50% | Added +2.3m |
| MADRIGAL PHARMACEUTICALS INC MDGL | $1.1bn0.50% | Added +433.8k |
| BOSTON SCIENTIFIC CORP BSX | $1.0bn0.49% | Added +3.9m |
| UNITEDHEALTH GROUP INC UNH | $991.4m0.47% | Added +89.4k |
| INTERCONTINENTAL EXCHANGE IN ICE | $987.7m0.47% | Reduced -233.6k |
| BRIDGEBIO PHARMA INC BBIO | $978.6m0.47% | Added +2.2m |
| VAXCYTE INC PCVX | $960.2m0.46% | Added +3.2m |
| VERTEX PHARMACEUTICALS INC VRTX | $951.8m0.45% | Reduced -90.4k |
| REVOLUTION MEDICINES INC RVMD | $949.5m0.45% | Reduced -2.5m |
| API GROUP CORP APG | $946.8m0.45% | Added +250.9k |
| PROGRESSIVE CORP PGR | $938.0m0.45% | Reduced -715.7k |
| TELEDYNE TECHNOLOGIES INC TDY | $935.1m0.45% | Reduced -147.6k |
| GE AEROSPACE GE | $926.1m0.44% | Reduced -294.7k |
| LIBERTY MEDIA CORP DEL FWONK | $925.3m0.44% | Added +302.2k |
| DATADOG INC DDOG | $905.6m0.43% | Added +1.4m |
| ALPHABET INC GOOGL | $885.4m0.42% | Added +531.7k |
| CHEVRON CORP NEW CVX | $865.2m0.41% | Reduced -695.2k |
| ON SEMICONDUCTOR CORP ON | $848.4m0.41% | Added +1.3m |
| INTUIT INTU | $848.0m0.40% | Reduced -57.4k |
| HUNT J B TRANS SVCS INC JBHT | $843.9m0.40% | Added +41.9k |
| ABBOTT LABS ABT | $830.9m0.40% | Added +641.4k |
| SPOTIFY TECHNOLOGY S A SPOT | $829.6m0.40% | Added +286.8k |
| TJX COS INC NEW TJX | $827.6m0.40% | Reduced -90.1k |
| ALLIANT ENERGY CORP LNT | $809.0m0.39% | Added +138.7k |
| TRANE TECHNOLOGIES PLC TT | $782.7m0.37% | Added +180.5k |
| BOEING CO BA | $760.2m0.36% | Reduced -47.6k |
| INTUITIVE SURGICAL INC ISRG | $757.5m0.36% | Added +58.6k |
| REVVITY INC RVTY | $731.4m0.35% | Added +187.0k |
| PHILIP MORRIS INTL INC PM | $729.8m0.35% | Reduced -46.2k |
| ARAMARK ARMK | $729.1m0.35% | Reduced -211.1k |
| APPLOVIN CORP APP | $718.3m0.34% | Reduced -1.4m |
| AMERICAN EXPRESS CO AXP | $700.2m0.33% | Reduced -175.6k |
| FREEPORT-MCMORAN INC FCX | $675.9m0.32% | Added +5.8m |
| CLEAN HARBORS INC CLH | $675.4m0.32% | Reduced -20.7k |
| PNC FINL SVCS GROUP INC PNC | $659.6m0.31% | Reduced -273.7k |
| GLOBUS MED INC GMED | $656.8m0.31% | Added +328.2k |
| DISNEY WALT CO DIS | $646.0m0.31% | Added +480.1k |
| MORGAN STANLEY MS | $645.5m0.31% | Reduced -254.2k |
| STRYKER CORPORATION SYK | $643.7m0.31% | Reduced -116.4k |
| MIRUM PHARMACEUTICALS INC MIRM | $641.8m0.31% | Added +880.5k |
| CADENCE DESIGN SYSTEM INC CDNS | $638.7m0.30% | Reduced -362.9k |
| DEERE & CO DE | $634.1m0.30% | Reduced -34.6k |
| HOME DEPOT INC HD | $626.4m0.30% | Reduced -182.1k |
| JANUS DETROIT STR TR JEMB | $607.9m0.29% | Added +495.2k |
| CORTEVA INC CTVA | $607.2m0.29% | Reduced -354.1k |
| NXP SEMICONDUCTORS N V NXPI | $604.3m0.29% | Added +503.9k |
| HILTON WORLDWIDE HLDGS INC HLT | $603.7m0.29% | Added +242.9k |
| WEX INC WEX | $599.3m0.29% | Added +44.0k |
| ARISTA NETWORKS INC ANET | $599.2m0.29% | Added +1.5m |
| AMEREN CORP AEE | $591.1m0.28% | Added +553.2k |
| GILDAN ACTIVEWEAR INC GIL | $589.5m0.28% | Added +98.1k |
| DRAFTKINGS INC NEW DKNG | $588.3m0.28% | Added +2.4m |
| TE CONNECTIVITY PLC TEL | $588.0m0.28% | Reduced -48.1k |
| UBER TECHNOLOGIES INC UBER | $584.8m0.28% | Added +1.3m |
| GLAUKOS CORP GKOS | $575.8m0.27% | Added +2.3m |
| SS&C TECHNOLOGIES HLDGS INC SSNC | $569.3m0.27% | Reduced -5.6m |
| GOLDMAN SACHS GROUP INC GS | $568.1m0.27% | Reduced -61.9k |
| MCKESSON CORP MCK | $544.2m0.26% | Reduced -89.1k |
| ROYAL CARIBBEAN GROUP RCL | $542.0m0.26% | Reduced -446.8k |
| MOTOROLA SOLUTIONS INC MSI | $540.0m0.26% | Added +59.3k |
| CANADIAN PACIFIC KANSAS CITY CP | $530.6m0.25% | Added +601.7k |
| INGERSOLL RAND INC IR | $526.9m0.25% | Added +146.4k |
| RENTOKIL INITIAL PLC RTO | $522.3m0.25% | Added +490.9k |
| UNITED THERAPEUTICS CORP DEL UTHR | $514.0m0.25% | Added +70.8k |
| TELEFLEX INCORPORATED TFX | $513.3m0.25% | Added +45.2k |
| BLACKSTONE INC BX | $509.1m0.24% | Reduced -3.8m |
| MEDLINE INC MDLN | $506.5m0.24% | Added +887.2k |
Sold out since Q4 2025
| Security | Value then |
|---|---|
| ASCENDIS PHARMA A/S | $866.1m4.1m shares |
| DAYFORCE INC DAY | $575.6m8.3m shares |
| AVIDITY BIOSCIENCES INC RNA | $500.6m6.9m shares |
| TRIP COM GROUP LTD TCOM | $114.5m1.6m shares |
| ASTRAZENECA PLC | $111.0m603.6k shares |
| AMCOR PLC AMCR | $100.3m12.0m shares |
| ALIBABA GROUP HLDG LTD BABA | $81.8m557.7k shares |
| VANGUARD INTL EQUITY INDEX F VWO | $59.1m1.1m shares |
| VANGUARD INTL EQUITY INDEX F VGK | $53.3m637.8k shares |
| UPSTREAM BIO INC UPB | $41.4m1.5m shares |
| AVADEL PHARMACEUTICALS PLC AVDL | $39.3m1.8m shares |
| HOLOGIC INC HOLX | $38.1m511.3k shares |
| MIND MEDICINE MINDMED INC | $32.3m2.4m shares |
| JANUS DETROIT STR TR JIII | $20.2m400.0k shares |
| PIPER SANDLER COMPANIES PJC | $17.6m206.8k shares |
| ENGENE HOLDINGS INC | $17.1m1.9m shares |
| CIRCLE INTERNET GROUP INC CRCL | $16.9m213.3k shares |
| PLYMOUTH INDL REIT INC PLYM | $14.2m648.5k shares |
| WEALTHFRONT CORP WLTH | $13.8m1.0m shares |
| FRONTIER COMMUNICATIONS PARE FYBR | $13.1m343.0k shares |
| PEPGEN INC PEPG | $9.8m1.5m shares |
| ORLA MNG LTD NEW OLA | $9.6m712.5k shares |
| EXACT SCIENCES CORP EXAS | $8.6m84.5k shares |
| JAMF HLDG CORP JAMF | $7.6m582.2k shares |
| FLEX LNG LTD FLNG | $6.7m268.5k shares |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on. The largest 25 of 75.
| Company | Stake |
|---|---|
| MONOPAR THERAPEUTICS INC MNPR · 13G · filed 2025-11-14 | 19.5%≈ $119.2m |
| CIMPRESS PLC CMPR · 13G · filed 2026-02-17 | 14.7%≈ $368.2m |
| PROMIS NEUROSCIENCES INC PMN · 13G · filed 2026-04-07 | 14.4%≈ $17.0m |
| IMMIX BIOPHARMA INC IMMX · 13G · filed 2026-08-13 | 14.0%≈ $100.9m |
| BRIGHT MINDS BIOSCIENCES INC DRUG · 13G · filed 2026-05-15 | 13.1%≈ $45.8m |
| CONSENSUS CLOUD SOLUTIONS IN CCSI · 13G · filed 2025-11-14 | 13.1%≈ $94.5m |
| PRAXIS PRECISION MEDICINES I PRAX · 13G · filed 2025-11-14 | 12.3%≈ $925.3m |
| CAMP4 THERAPEUTICS CORP CAMP · 13G · filed 2026-01-08 | 12.2%≈ $27.6m |
| VAXCYTE INC PCVX · 13G · filed 2026-08-11 | 12.1%≈ $1.0bn |
| INVIVYD INC IVVD · 13G · filed 2025-11-14 | 12.1%≈ $22.1m |
| ENANTA PHARMACEUTICALS INC ENTA · 13G · filed 2025-11-07 | 12.1%≈ $50.9m |
| TRAVERE THERAPEUTICS INC TVTX · 13G · filed 2025-11-14 | 11.9%≈ $602.2m |
| WEX INC WEX · 13G · filed 2025-08-14 | 11.3%≈ $546.1m |
| ICU MED INC ICUI · 13G · filed 2026-08-13 | 11.1%≈ $407.8m |
| EYEPOINT PHARMACEUTICALS INC EYPT · 13G · filed 2026-09-08 | 10.9%≈ $133.9m |
| JADE BIOSCIENCES INC JBIO · 13G · filed 2026-07-08 | 10.6%≈ $139.4m |
| ZIFF DAVIS INC ZD · 13G · filed 2026-09-08 | 10.3%≈ $184.7m |
| TELEFLEX INCORPORATED TFX · 13G · filed 2026-09-08 | 10.3%≈ $550.6m |
| 4D MOLECULAR THERAPEUTICS IN FDMT · 13G · filed 2026-04-07 | 10.3%≈ $69.8m |
| SURGERY PARTNERS INC SGRY · 13G · filed 2025-11-14 | 10.2%≈ $219.0m |
| ADAGENE INC ADAG · 13G · filed 2026-05-07 | 10.1% |
| RELMADA THERAPEUTICS INC RLMD · 13G · filed 2026-02-06 | 10.1%≈ $51.5m |
| CELLECTAR BIOSCIENCES INC CLRB · 13G · filed 2026-06-05 | 10.0%≈ $2.2m |
| EQUILLIUM INC EQ · 13G · filed 2026-02-06 | 10.0%≈ $19.5m |
| INOVIO PHARMACEUTICALS INC INO · 13G · filed 2025-12-08 | 10.0%≈ $7.3m |