Janus Henderson Group PLC
Last filed May 18, 2026
Net buyer this quarter
$209.4B
2,355
+$704M
29.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q1 2026 | |||||
 NVDA | $14.4B | 6.88% | 0.34% | +0.2% | Q2 2013 |
 MSFT | $8.81B | 4.21% | 0.32% | -10.9% | Q2 2013 |
 AAPL | $6.8B | 3.25% | 0.18% | -1.6% | Q2 2013 |
 GOOG | $6.8B | 3.25% | Not reported | -3.3% | Q4 2015 |
 AMZN | $6.69B | 3.19% | 0.30% | -4.9% | Q2 2013 |
 AVGO | $5.96B | 2.85% | 0.41% | -4.3% | Q1 2016 |
 LLY | $3.98B | 1.90% | 0.46% | -2.1% | Q2 2013 |
 META | $3.94B | 1.88% | Not reported | +12.8% | Q2 2013 |
 TSM | $2.65B | 1.27% | 0.03% | -4.5% | Q2 2013 |
 AZN | $2.32B | 1.11% | Not reported | +1879.8% | Q3 2014 |
 MA | $2.27B | 1.09% | 0.37% | -13.2% | Q2 2013 |
 LRCX | $1.98B | 0.94% | 0.74% | +2.0% | Q2 2013 |
 JNJ | $1.92B | 0.92% | 0.33% | +1.9% | Q2 2013 |
 ARGX | $1.85B | 0.88% | 4.11% | +3.4% | Q4 2017 |
 KLAC | $1.83B | 0.87% | 0.95% | -8.3% | Q2 2013 |
 ETN | $1.81B | 0.86% | 1.31% | +0.9% | Q1 2016 |
 HWM | $1.77B | 0.84% | 1.93% | -2.5% | Q2 2020 |
 ORCL | $1.75B | 0.84% | 0.42% | -17.2% | Q2 2013 |
 ABBV | $1.51B | 0.72% | 0.39% | +8.3% | Q2 2013 |
 NFLX | $1.43B | 0.68% | 0.35% | +12.2% | Q2 2013 |
 FERG | $1.42B | 0.68% | 3.14% | +2.1% | Q1 2021 |
 V | $1.36B | 0.65% | 0.24% | +33.1% | Q2 2013 |
 FLEX | $1.35B | 0.64% | 5.64% | -7.7% | Q2 2013 |
 GEV | $1.32B | 0.63% | 0.57% | +4358.6% | Q2 2024 |
 MU | $1.31B | 0.63% | 0.34% | +19.6% | Q2 2013 |
 JPM | $1.23B | 0.59% | 0.16% | -0.4% | Q2 2013 |
 DHR | $1.22B | 0.58% | 0.92% | -4.8% | Q2 2013 |
 APH | $1.2B | 0.57% | 0.77% | -4.5% | Q2 2013 |
 DASH | $1.16B | 0.55% | Not reported | +40.2% | Q4 2020 |
 BKNG | $1.14B | 0.54% | 0.85% | -15.3% | Q1 2018 |
 PRAX | $1.11B | 0.53% | 12.42% | +6.8% | Q4 2020 |
 LPLA | $1.1B | 0.53% | 4.58% | +8.6% | Q2 2017 |
 MELI | $1.06B | 0.51% | 1.21% | +1.7% | Q2 2013 |
 TTE | $1.06B | 0.50% | 0.51% | +25.2% | Q3 2021 |
 MDGL | $1.05B | 0.50% | 8.76% | +27.4% | Q2 2018 |
 BSX | $1.04B | 0.49% | 1.11% | +31.0% | Q2 2013 |
 UNH | $991M | 0.47% | 0.41% | +2.5% | Q2 2013 |
 ICE | $988M | 0.47% | 1.12% | -3.6% | Q2 2013 |
 BBIO | $979M | 0.47% | 6.73% | +19.8% | Q2 2019 |
 PCVX | $960M | 0.46% | 11.49% | +23.8% | Q2 2020 |
 VRTX | $952M | 0.45% | 0.84% | -4.1% | Q2 2013 |
 RVMD | $950M | 0.45% | 4.88% | -20.6% | Q4 2021 |
 APG | $947M | 0.45% | 5.42% | +1.1% | Q3 2021 |
 PGR | $938M | 0.45% | 0.81% | -13.1% | Q2 2013 |
 TDY | $935M | 0.45% | 3.34% | -8.7% | Q2 2017 |
 GE | $926M | 0.44% | 0.31% | -8.3% | Q3 2021 |
 FWONK | $925M | 0.44% | Not reported | +2.9% | Q3 2017 |
 DDOG | $906M | 0.43% | 9.91% | +22.8% | Q2 2020 |
| GOOGL | $885M | 0.42% | 0.03% | +20.9% | Q4 2015 |
 CVX | $865M | 0.41% | 0.21% | -14.3% | Q2 2013 |
| Q4 2025 | |||||
| NVDA | $15.4B | 6.89% | 0.34% | -2.2% | Q2 2013 |
| MSFT | $12.9B | 5.78% | 0.36% | -7.6% | Q2 2013 |
| AMZN | $7.8B | 3.49% | 0.32% | +1.6% | Q2 2013 |
| GOOG | $7.69B | 3.45% | Not reported | +2.1% | Q4 2015 |
| AAPL | $7.4B | 3.32% | 0.19% | -3.5% | Q2 2013 |
| AVGO | $6.97B | 3.12% | 0.43% | -3.3% | Q1 2016 |
| LLY | $4.75B | 2.13% | 0.47% | -1.9% | Q2 2013 |
| META | $4.04B | 1.81% | Not reported | -22.5% | Q2 2013 |
| MA | $2.99B | 1.34% | 0.43% | -15.9% | Q2 2013 |
| ORCL | $2.82B | 1.26% | 0.51% | +8.6% | Q2 2013 |
| TSM | $2.5B | 1.12% | 0.03% | +7.7% | Q2 2013 |
 APP | $2.18B | 0.98% | 0.96% | -8.6% | Q4 2021 |
| ARGX | $2.06B | 0.92% | 3.97% | -4.6% | Q4 2017 |
| BKNG | $1.71B | 0.76% | 0.99% | -7.9% | Q1 2018 |
| KLAC | $1.64B | 0.74% | 1.03% | -9.6% | Q2 2013 |
| HWM | $1.62B | 0.72% | 1.98% | -5.2% | Q2 2020 |
| JNJ | $1.6B | 0.72% | 0.32% | +10.4% | Q2 2013 |
| ETN | $1.6B | 0.71% | 1.30% | +16.1% | Q1 2016 |
| LRCX | $1.55B | 0.70% | 0.73% | +5.5% | Q2 2013 |
| DHR | $1.55B | 0.69% | 0.96% | -1.4% | Q2 2013 |
| ABBV | $1.46B | 0.66% | 0.36% | +29.8% | Q2 2013 |
| JPM | $1.35B | 0.60% | 0.16% | -3.9% | Q2 2013 |
| FLEX | $1.35B | 0.60% | 6.07% | -15.1% | Q2 2013 |
| APH | $1.34B | 0.60% | 0.81% | -2.1% | Q2 2013 |
 INTU | $1.34B | 0.60% | 0.73% | +14.6% | Q2 2013 |
| FERG | $1.33B | 0.60% | 3.06% | +7.8% | Q1 2021 |
 BX | $1.26B | 0.56% | 1.10% | +0.2% | Q2 2013 |
| DASH | $1.25B | 0.56% | Not reported | +8.4% | Q4 2020 |
| NFLX | $1.24B | 0.56% | 0.31% | +2.4% | Q2 2013 |
| PGR | $1.24B | 0.56% | 0.93% | +8.0% | Q2 2013 |
 SSNC | $1.23B | 0.55% | 5.81% | -15.2% | Q3 2013 |
| MELI | $1.22B | 0.54% | 1.19% | +26.4% | Q2 2013 |
| LPLA | $1.21B | 0.54% | 4.22% | +9.1% | Q2 2017 |
| BSX | $1.2B | 0.54% | 0.85% | +5.2% | Q2 2013 |
| V | $1.18B | 0.53% | 0.18% | -6.9% | Q2 2013 |
| UNH | $1.18B | 0.53% | 0.40% | -1.9% | Q2 2013 |
| GE | $1.1B | 0.49% | 0.34% | -6.4% | Q3 2021 |
 WDAY | $1.08B | 0.48% | 2.28% | +101.4% | Q4 2013 |
| ICE | $1.06B | 0.47% | 1.16% | +6.7% | Q2 2013 |
| FWONK | $1.04B | 0.47% | Not reported | -1.5% | Q3 2017 |
| VRTX | $1.01B | 0.45% | 0.87% | +4.9% | Q2 2013 |
| RVMD | $980M | 0.44% | 6.25% | +8.3% | Q4 2021 |
| PRAX | $955M | 0.43% | 12.86% | +17.2% | Q4 2020 |
 ABT | $934M | 0.42% | 0.43% | +14.7% | Q2 2013 |
| MU | $927M | 0.41% | 0.29% | +109.2% | Q2 2013 |
 AXP | $921M | 0.41% | 0.36% | -22.6% | Q2 2013 |
| MDGL | $918M | 0.41% | 6.94% | -14.0% | Q2 2018 |
 ISRG | $897M | 0.40% | 0.45% | -3.7% | Q2 2013 |
| APG | $884M | 0.40% | 5.56% | +4.0% | Q3 2021 |
 MNST | $884M | 0.40% | 1.19% | -32.4% | Q2 2013 |
| Q3 2025 | |||||
| NVDA | $15.8B | 7.21% | 0.35% | -0.4% | Q2 2013 |
| MSFT | $15B | 6.86% | 0.39% | -1.4% | Q2 2013 |
| AMZN | $7.34B | 3.35% | 0.31% | -0.3% | Q2 2013 |
| AAPL | $7.22B | 3.29% | 0.19% | +0.4% | Q2 2013 |
| AVGO | $6.9B | 3.15% | 0.44% | -4.0% | Q1 2016 |
| GOOG | $5.87B | 2.68% | Not reported | +10.1% | Q4 2015 |
| META | $5.81B | 2.65% | Not reported | -2.9% | Q2 2013 |
| ORCL | $3.77B | 1.72% | 0.47% | +2.4% | Q2 2013 |
| MA | $3.56B | 1.63% | 0.51% | +0.4% | Q2 2013 |
| LLY | $3.45B | 1.58% | 0.48% | +3.3% | Q2 2013 |
| APP | $2.55B | 1.16% | 1.05% | +29.7% | Q4 2021 |
| TSM | $2.15B | 0.98% | 0.03% | +3.3% | Q2 2013 |
| ARGX | $1.9B | 0.87% | 4.24% | +0.4% | Q4 2017 |
| BKNG | $1.87B | 0.85% | 1.07% | -1.2% | Q1 2018 |
| HWM | $1.65B | 0.75% | 2.08% | -12.4% | Q2 2020 |
| ETN | $1.63B | 0.74% | 1.12% | +16.7% | Q1 2016 |
| KLAC | $1.61B | 0.74% | 1.13% | -3.8% | Q2 2013 |
| NFLX | $1.55B | 0.71% | 0.31% | -0.5% | Q2 2013 |
| FLEX | $1.53B | 0.70% | 7.09% | -0.7% | Q2 2013 |
| SSNC | $1.47B | 0.67% | 6.79% | +0.3% | Q3 2013 |
| BX | $1.41B | 0.64% | 1.10% | +27.8% | Q2 2013 |
| DASH | $1.39B | 0.63% | Not reported | -4.1% | Q4 2020 |
| JPM | $1.38B | 0.63% | 0.16% | -1.0% | Q2 2013 |
| DHR | $1.37B | 0.63% | 0.98% | +5.9% | Q2 2013 |
| JNJ | $1.3B | 0.59% | 0.29% | +27.4% | Q2 2013 |
| UNH | $1.27B | 0.58% | 0.41% | -25.1% | Q2 2013 |
| APH | $1.25B | 0.57% | 0.83% | -0.8% | Q2 2013 |
| FERG | $1.25B | 0.57% | 2.83% | -8.0% | Q1 2021 |
| PGR | $1.25B | 0.57% | 0.86% | +21.3% | Q2 2013 |
| V | $1.24B | 0.56% | 0.19% | +3.4% | Q2 2013 |
| INTU | $1.2B | 0.55% | 0.63% | +7.6% | Q2 2013 |
| BSX | $1.17B | 0.53% | 0.81% | -1.5% | Q2 2013 |
| MNST | $1.16B | 0.53% | 1.76% | -1.4% | Q2 2013 |
| LRCX | $1.15B | 0.53% | 0.68% | +16.1% | Q2 2013 |
| DDOG | $1.15B | 0.53% | 10.33% | -3.4% | Q2 2020 |
| GE | $1.14B | 0.52% | 0.36% | -7.2% | Q3 2021 |
| ABBV | $1.14B | 0.52% | 0.28% | +30.4% | Q2 2013 |
| FWONK | $1.12B | 0.51% | Not reported | -20.7% | Q3 2017 |
| MELI | $1.12B | 0.51% | 0.94% | +1.6% | Q2 2013 |
| AXP | $1.07B | 0.49% | 0.47% | -5.6% | Q2 2013 |
| ICE | $1.03B | 0.47% | 1.08% | +24.1% | Q2 2013 |
| LPLA | $1.03B | 0.47% | 3.87% | +0.6% | Q2 2017 |
 CDNS | $1B | 0.46% | 1.05% | +1.4% | Q2 2013 |
| TDY | $987M | 0.45% | 3.59% | -1.5% | Q2 2017 |
 SPOT | $973M | 0.44% | 0.68% | +8.3% | Q2 2018 |
| ABT | $870M | 0.40% | 0.37% | +24.4% | Q2 2013 |
 ASND | $859M | 0.39% | 7.12% | -2.4% | Q2 2017 |
| MDGL | $845M | 0.39% | 8.12% | -15.9% | Q2 2018 |
 HD | $844M | 0.39% | 0.21% | -0.5% | Q2 2013 |
| VRTX | $830M | 0.38% | 0.83% | -19.1% | Q2 2013 |
| Q2 2025 | |||||
| MSFT | $14.6B | 7.17% | 0.40% | +1.7% | Q2 2013 |
| NVDA | $13.4B | 6.58% | 0.35% | +4.3% | Q2 2013 |
| AMZN | $7.36B | 3.61% | 0.31% | -1.7% | Q2 2013 |
| META | $6.01B | 2.95% | Not reported | -3.0% | Q2 2013 |
| AVGO | $6B | 2.94% | 0.46% | +6.2% | Q1 2016 |
| AAPL | $5.79B | 2.84% | 0.19% | -4.7% | Q2 2013 |
| GOOG | $3.88B | 1.90% | Not reported | -29.5% | Q4 2015 |
| MA | $3.5B | 1.72% | 0.51% | -8.2% | Q2 2013 |
| LLY | $3.42B | 1.68% | 0.46% | -3.3% | Q2 2013 |
| ORCL | $2.86B | 1.40% | 0.47% | -8.6% | Q2 2013 |
| BKNG | $2.03B | 0.99% | 1.08% | +1.2% | Q1 2018 |
| HWM | $1.78B | 0.87% | 2.37% | -14.4% | Q2 2020 |
| NFLX | $1.74B | 0.85% | 0.31% | -4.2% | Q2 2013 |
| TSM | $1.69B | 0.83% | 0.03% | +5.4% | Q2 2013 |
| UNH | $1.53B | 0.75% | 0.54% | -1.7% | Q2 2013 |
| FWONK | $1.41B | 0.69% | Not reported | -5.4% | Q3 2017 |
| ARGX | $1.41B | 0.69% | 4.22% | +19.7% | Q4 2017 |
| KLAC | $1.39B | 0.68% | 0.12% | -4.6% | Q2 2013 |
| SSNC | $1.37B | 0.67% | 6.76% | +0.8% | Q3 2013 |
| ETN | $1.33B | 0.65% | 0.96% | +4.0% | Q1 2016 |
| FLEX | $1.32B | 0.65% | 7.04% | +0.6% | Q2 2013 |
| FERG | $1.31B | 0.64% | 3.06% | +8.4% | Q1 2021 |
| DASH | $1.31B | 0.64% | Not reported | -7.6% | Q4 2020 |
| BSX | $1.31B | 0.64% | 0.82% | -13.1% | Q2 2013 |
| INTU | $1.29B | 0.63% | 0.59% | +2.7% | Q2 2013 |
| DHR | $1.29B | 0.63% | 0.91% | +28.9% | Q2 2013 |
| JPM | $1.28B | 0.63% | 0.16% | -1.6% | Q2 2013 |
| V | $1.24B | 0.61% | 0.19% | -9.6% | Q2 2013 |
| MELI | $1.23B | 0.60% | 0.93% | +4.4% | Q2 2013 |
| VRTX | $1.17B | 0.57% | 1.02% | -4.7% | Q2 2013 |
| LPLA | $1.15B | 0.57% | 3.85% | +0.4% | Q2 2017 |
| DDOG | $1.12B | 0.55% | 10.69% | +38.9% | Q2 2020 |
| PGR | $1.11B | 0.54% | 0.71% | -33.9% | Q2 2013 |
 MRVL | $1.1B | 0.54% | 1.65% | +12.8% | Q2 2013 |
| MNST | $1.09B | 0.53% | 1.78% | -13.5% | Q2 2013 |
| AXP | $1.09B | 0.53% | 0.49% | -1.5% | Q2 2013 |
| GE | $1.05B | 0.52% | 0.39% | +12.0% | Q3 2021 |
 CMG | $1.05B | 0.51% | 1.39% | +80.2% | Q2 2013 |
| APH | $1.01B | 0.49% | 0.84% | -0.7% | Q2 2013 |
| SPOT | $987M | 0.48% | 0.63% | +4.7% | Q2 2018 |
| BX | $964M | 0.47% | 0.87% | +26.3% | Q2 2013 |
| APP | $957M | 0.47% | 0.81% | +20.1% | Q4 2021 |
| ICE | $908M | 0.44% | 0.87% | -12.6% | Q2 2013 |
| TDY | $875M | 0.43% | 3.64% | +0.8% | Q2 2017 |
| CDNS | $868M | 0.43% | 1.03% | -2.9% | Q2 2013 |
 NOW | $863M | 0.42% | 0.40% | +11.2% | Q4 2013 |
| JNJ | $839M | 0.41% | 0.23% | -26.4% | Q2 2013 |
 ON | $822M | 0.40% | 3.75% | +20.2% | Q2 2017 |
 AMGN | $805M | 0.39% | 0.54% | +13.5% | Q2 2013 |
 CTVA | $792M | 0.39% | 1.56% | +1.9% | Q2 2019 |