Hardman Johnston Global Advisors LLC — 13F Holdings & Portfolio
CIK 1006364 · latest 13F-HR filed 2026-08-12
Hardman Johnston Global Advisors LLC manages $2.85B in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CCJ (15.07%), FTI (13.54%), ASML (7.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 1; 41 existing positions rose in reported value and 17 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$2.85B
Long-equity book
Holdings
77
Distinct positions
Period
2026-06-30
Filed 2026-08-12
Q/Q Activity
+5 / −1 / ↑41 / ↓17
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26CCJ15.1% · +24%FTI13.5% · +230%ASML7.9% · -5%IBN7.5% · +147%MELI4.6% · +1%TSM4.4% · +5%HWM3.8% · -4%VRT3.7% · -16%NVDA3.4% · -0%GOOGL3.3% · -3%CW2.0% · -2%MA1.7% · +0%AAPL1.5% · -1%AEIS1.4% · -2%LLY1.4% · +2%MSFT1.3% · -19%C1.3% · +39%AMZN1.2% · +53%EL1.1% · +1%SLB1.1% · +156%SN1.0% · +0%VRTX1.0% · -1%ILMN1.0% · +16%SCHW1.0% · -1%EW0.9% · +0%CTVA0.9% · -3%UBER0.9% · +2%STM0.8% · -40%SWK0.8% · +9%MRSH0.8% · -0%HXL0.8% · -0%AVGO0.7% · +115%IQV0.7% · -1%ADP0.6% · -1%ALB0.6% · -3%BIL0.6% · +2%ELAN0.5% · +2%MDT0.5% · -0%UNH0.4% · +20%OLED0.4% · -18%ADBE0.4% · -1%CMCSA0.3% · -2%BDX0.3% · -1%GOOG0.3% · -6%NFLX0.3% · newBSX0.3% · +1%JAZZ0.2% · newEPD0.2% · -3%ARGX0.1% · newABT0.1% · -3%EOG0.1% · +80%PLD0.1% · -2%WAT0.1% · +7%META0.1% · -77%MTB0.1% · 0%PG0.1% · 0%OKE0.1% · +92%PYPL0.1% · 0%CVX0.1% · 0%MRK0.1% · 0%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 67.2%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jul 30, 2026.
Assets Under Management
$8.77B
Discretionary
$8.77B
Employees
27
Accounts
263
Address
300 ATLANTIC STREET
SUITE 601
STAMFORD, CT 06901
SUITE 601
STAMFORD, CT 06901
Phone
(203) 324-4722
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ALBERT, BRUCE, ADAM Control | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER since Jul 2016 | Less than 5% | Individual |
| HARDMAN JOHNSTON MIDCO LLC Control | MEMBER since Mar 2016 | 75% or more | Domestic Entity |
| HARDMAN, CASSANDRA, A Control | CHIEF INVESTMENT OFFICER, CEO, DIRECTOR since Sep 2017 | Less than 5% | Individual |
| MEYER, JEFFREY, STUART Control | PRESIDENT, DIRECTOR since Jan 2013 | Less than 5% | Individual |
| HARDMAN JOHNSTON S HOLDING INC. Control Indirect owner via HARDMAN JOHNSTON MIDCO LLC | MEMBER since Mar 2016 | 75% or more | Domestic Entity |
| HARDMAN, CASSANDRA, A Control Indirect owner via HARDMAN JOHNSTON S HOLDING INC. | SHAREHOLDER since Mar 2016 | 50–75% | Individual |
Ownership & leadership changes · 11 filings with changes since Mar 28, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Jul 30, 2026 filing
- No longer listedO'CONNOR, JULIE, ANN · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Dec 2008
Mar 25, 2024 filing
- No longer listedJOHNSTON, RICHARD · PORTFOLIO MANAGER, DIRECTOR · Less than 5% · control person · listed since Mar 2016
Mar 22, 2023 filing
- ChangedHARDMAN, CASSANDRA, A · title CHIEF INVESTMENT OFFICER, INTERNATIONAL & GLOBAL STRATEGIES, CEO → CHIEF INVESTMENT OFFICER, CEO, DIRECTOR
- ChangedHARDMAN, CASSANDRA, A · indirect via HARDMAN JOHNSTON S HOLDING INC.: ownership 75% or more → 50–75%
- ChangedJOHNSTON, RICHARD · title CHIEF INVESTMENT OFFICER, U.S. STRATEGIES → PORTFOLIO MANAGER, DIRECTOR
- ChangedMEYER, JEFFREY, STUART · title PRESIDENT → PRESIDENT, DIRECTOR
Mar 18, 2020 filing
- ChangedHARDMAN, CASSANDRA, A · title CEO & CHIEF INVESTMENT OFFICER, INTERNATIONAL & GLOBAL STRATEGIES → CHIEF INVESTMENT OFFICER, INTERNATIONAL & GLOBAL STRATEGIES, CEO
Mar 25, 2019 filing
- ChangedHARDMAN, CASSANDRA, A · title CHIEF INVESTMENT OFFICER, INTERNATIONAL & GLOBAL STRATEGIES → CEO & CHIEF INVESTMENT OFFICER, INTERNATIONAL & GLOBAL STRATEGIES
Sep 29, 2017 filing
- No longer listedHARDMAN, CASSANDRA, A · SHAREHOLDER · 75% or more · indirect via JOHNSTON ASSET S HOLDING INC. · control person · listed since Mar 2016
- No longer listedJOHNSTON ASSET MANAGEMENT HOLDINGS LLC · MEMBER · 75% or more · control person · listed since Mar 2016
- No longer listedJOHNSTON ASSET S HOLDING INC. · MEMBER · 75% or more · indirect via JOHNSTON ASSET MANAGEMENT HOLDINGS LLC · control person · listed since Mar 2016
- AddedHARDMAN JOHNSTON MIDCO LLC · MEMBER · 75% or more · control person
- AddedHARDMAN JOHNSTON S HOLDING INC. · MEMBER · 75% or more · indirect via HARDMAN JOHNSTON MIDCO LLC · control person
- AddedHARDMAN, CASSANDRA, A · SHAREHOLDER · 75% or more · indirect via HARDMAN JOHNSTON S HOLDING INC. · control person
Mar 30, 2017 filing
- ChangedALBERT, BRUCE, ADAM · title CHIEF COMPLIANCE OFFICER → GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
- ChangedHARDMAN, CASSANDRA, A · title CO-CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER, INTERNATIONAL & GLOBAL STRATEGIES
- ChangedJOHNSTON, RICHARD · title CHAIRMAN OF THE BOARD & CO-CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER, U.S. STRATEGIES
Jul 14, 2016 filing
- AddedALBERT, BRUCE, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedMEYER, JEFFREY, STUART · title PRESIDENT AND CHIEF COMPLIANCE OFFICER → PRESIDENT
Mar 30, 2016 filing
- No longer listedCUMMISKEY, PETER, J · V.P., MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2008
- No longer listedKAYALA, NIMY · SENIOR ADMIN. & TRADER · Less than 5% · control person · listed since Jan 2011
- No longer listedKEATING, KATHLEEN, ELIZABETH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2013
- No longer listedPONTONE, JAMES, GERARD · MANAGING DIRECTOR · Less than 5% · control person · listed since Feb 2011
- No longer listedWOO, HENRY · MANAGING DIRECTOR · Less than 5% · control person · listed since Oct 2007
- AddedHARDMAN, CASSANDRA, A · SHAREHOLDER · 75% or more · indirect via JOHNSTON ASSET S HOLDING INC. · control person
- AddedJOHNSTON ASSET MANAGEMENT HOLDINGS LLC · MEMBER · 75% or more · control person
- AddedJOHNSTON ASSET S HOLDING INC. · MEMBER · 75% or more · indirect via JOHNSTON ASSET MANAGEMENT HOLDINGS LLC · control person
- ChangedHARDMAN, CASSANDRA, A · title SENIOR V.P., MANAGING DIRECTOR → CO-CHIEF INVESTMENT OFFICER; ownership 25–50% → Less than 5%
- ChangedJOHNSTON, RICHARD · title CHIEF EXECUTIVE OFFICER → CHAIRMAN OF THE BOARD & CO-CHIEF INVESTMENT OFFICER; ownership 25–50% → Less than 5%
- ChangedMEYER, JEFFREY, STUART · title PRESIDENT → PRESIDENT AND CHIEF COMPLIANCE OFFICER
- ChangedO'CONNOR, JULIE, ANN · title V.P. & CHIEF OPERATING OFFICER → CHIEF OPERATING OFFICER
Sep 13, 2013 filing
- No longer listedGIANNOTTI, JOAN, M · V.P. & CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2004
- AddedKEATING, KATHLEEN, ELIZABETH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Older changes (2 more filings)
Mar 28, 2013 filing
- AddedMEYER, JEFFREY, STUART · PRESIDENT · Less than 5% · control person
- ChangedHARDMAN, CASSANDRA, A · ownership 5–10% → 25–50%
- ChangedJOHNSTON, RICHARD · title PRESIDENT → CHIEF EXECUTIVE OFFICER; ownership 75% or more → 25–50%
Mar 28, 2012 filing (earliest on record)
- ListedCUMMISKEY, PETER, J · V.P., MANAGING DIRECTOR · Less than 5% · control person
- ListedGIANNOTTI, JOAN, M · V.P. & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedHARDMAN, CASSANDRA, A · SENIOR V.P., MANAGING DIRECTOR · 5–10% · control person
- ListedJOHNSTON, RICHARD · PRESIDENT · 75% or more · control person
- ListedKAYALA, NIMY · SENIOR ADMIN. & TRADER · Less than 5% · control person
- ListedO'CONNOR, JULIE, ANN · V.P. & CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedPONTONE, JAMES, GERARD · MANAGING DIRECTOR · Less than 5% · control person
- ListedWOO, HENRY · MANAGING DIRECTOR · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- TECHNIPFMC PLC$264.0M +216.8%
- ICICI BANK LIMITED$136.7M +176.8%
- ASML HLDG NV$67.6M +43.2%
- CAMECO CORP$60.0M +16.2%
- TAIWAN SEMICONDUCTOR MANUFAC$40.6M +47.8%
Top Trims
- META PLATFORMS INC-$9.3M -77.4%
- MICROSOFT CORP-$8.4M -18.2%
- ALBEMARLE CORP-$5.9M -26.8%
- UNIVERSAL DISPLAY CORP-$3.3M -22.5%
- BOSTON SCIENTIFIC CORP-$3.2M -31.0%
New Positions
- NETFLIX INC.$7.3M
- JAZZ PHARMACEUTICALS PLC$6.9M
- ARGENX SE$3.9M
- NEWELL BRANDS INC$921.0K
- UNION PAC CORP$205.1K
Hardman Johnston Global Advisors LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CAMECO CORP | CCJ | 13321L108 | $429.4M | 15.07% | 4,215,525 | SH |
| 2 | TECHNIPFMC PLC | FTI | G87110105 | $385.8M | 13.54% | 5,819,258 | SH |
| 3 | ASML HLDG NV | ASML | N07059210 | $224.2M | 7.87% | 112,695 | SH |
| 4 | ICICI BANK LIMITED | IBN | 45104G104 | $214.0M | 7.51% | 7,370,799 | SH |
| 5 | MERCADOLIBRE INC | MELI | 58733R102 | $130.1M | 4.57% | 76,673 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $125.7M | 4.41% | 263,227 | SH |
| 7 | HOWMET AEROSPACE INC | HWM | 443201108 | $108.3M | 3.80% | 402,710 | SH |
| 8 | VERTIV HOLDINGS CO | VRT | 92537N108 | $104.3M | 3.66% | 311,472 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $98.2M | 3.45% | 490,765 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $95.5M | 3.35% | 267,092 | SH |
| 11 | CURTISS WRIGHT CORP | CW | 231561101 | $57.9M | 2.03% | 76,411 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $48.4M | 1.70% | 94,184 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $43.9M | 1.54% | 151,706 | SH |
| 14 | ADVANCED ENERGY INDS | AEIS | 007973100 | $40.6M | 1.42% | 108,893 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $38.9M | 1.37% | 32,461 | SH |
| 16 | MICROSOFT CORP | MSFT | 594918104 | $37.9M | 1.33% | 101,524 | SH |
| 17 | CITIGROUP INC | C | 172967424 | $36.8M | 1.29% | 263,040 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $34.3M | 1.20% | 143,758 | SH |
| 19 | LAUDER ESTEE COS INC | EL | 518439104 | $32.3M | 1.13% | 409,592 | SH |
| 20 | SLB LIMITED | SLB | 806857108 | $32.3M | 1.13% | 694,803 | SH |
| 21 | SHARKNINJA INC | SN | G8068L108 | $29.4M | 1.03% | 193,216 | SH |
| 22 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $28.7M | 1.01% | 57,683 | SH |
| 23 | ILLUMINA INC | ILMN | 452327109 | $28.1M | 0.99% | 159,994 | SH |
| 24 | SCHWAB CHARLES CORP | SCHW | 808513105 | $27.5M | 0.97% | 298,535 | SH |
| 25 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $26.3M | 0.92% | 291,072 | SH |
| 26 | CORTEVA INC | CTVA | 22052L104 | $26.1M | 0.92% | 308,077 | SH |
| 27 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $26.0M | 0.91% | 360,920 | SH |
| 28 | STMICROELECTRONICS N V | STM | 861012102 | $24.2M | 0.85% | 322,724 | SH |
| 29 | STANLEY BLACK & DECKER INC | SWK | 854502101 | $22.9M | 0.80% | 243,515 | SH |
| 30 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $22.4M | 0.79% | 134,677 | SH |
| 31 | HEXCEL CORP NEW | HXL | 428291108 | $21.9M | 0.77% | 218,772 | SH |
| 32 | BROADCOM INC | AVGO | 11135F101 | $21.0M | 0.74% | 55,702 | SH |
| 33 | IQVIA HLDGS INC | IQV | 46266C105 | $19.5M | 0.69% | 101,130 | SH |
| 34 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $18.0M | 0.63% | 80,332 | SH |
| 35 | ALBEMARLE CORP | ALB | 012653101 | $16.2M | 0.57% | 120,281 | SH |
| 36 | SPDR SERIES TRUST | BIL | 78468R663 | $15.7M | 0.55% | 171,220 | SH |
| 37 | ELANCO ANIMAL HEALTH INC | ELAN | 28414H103 | $15.6M | 0.55% | 635,690 | SH |
| 38 | MEDTRONIC PLC | MDT | G5960L103 | $14.9M | 0.52% | 190,834 | SH |
| 39 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $12.1M | 0.43% | 29,181 | SH |
| 40 | UNIVERSAL DISPLAY CORP | OLED | 91347P105 | $11.5M | 0.40% | 132,685 | SH |
| 41 | ADOBE INC | ADBE | 00724F101 | $10.1M | 0.36% | 49,489 | SH |
| 42 | COMCAST CORP NEW | CMCSA | 20030N101 | $8.7M | 0.31% | 354,500 | SH |
| 43 | BECTON DICKINSON & CO | BDX | 075887109 | $8.0M | 0.28% | 52,806 | SH |
| 44 | ALPHABET INC | GOOG | 02079K107 | $8.0M | 0.28% | 22,586 | SH |
| 45 | NETFLIX INC. | NFLX | 64110L106 | $7.3M | 0.26% | 102,740 | SH |
| 46 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $7.2M | 0.25% | 168,360 | SH |
| 47 | JAZZ PHARMACEUTICALS PLC | JAZZ | G50871105 | $6.9M | 0.24% | 28,817 | SH |
| 48 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $5.2M | 0.18% | 140,264 | SH |
| 49 | ARGENX SE | ARGX | 04016X101 | $3.9M | 0.14% | 4,185 | SH |
| 50 | ABBOTT LABORATORIES | ABT | 002824100 | $3.2M | 0.11% | 35,578 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $2.85B | 77 | 0001172661-26-003309 |
| 2026-03-31 | 2026-05-13 | $2.10B | 73 | 0001172661-26-001808 |
| 2025-12-31 | 2026-01-23 | $2.10B | 71 | 0001172661-26-000276 |
| 2025-09-30 | 2025-10-27 | $2.04B | 72 | 0001172661-25-004431 |
Filer Information
Address
300 ATLANTIC STREETSUITE 601
STAMFORD, CT 06901
Phone
(203) 324-4722
Filing Manager
Hardman Johnston Global Advisors LLC
Stamford, CT
Signatory
Bruce Albert
General Counsel & Chief Compliance Officer