Glenmede Investment Management, LP — 13F Holdings & Portfolio

CIK 1644465 · latest 13F-HR filed 2025-11-13

Glenmede Investment Management, LP manages $20.72B in 13F-reported U.S. long-equity assets across 2,696 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are VOO (4.75%), AAPL (3.58%), MSFT (3.25%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 109 new positions, exited 197, added to 591, and trimmed 392.

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

$20.72B

Long-equity book

Holdings

2,696

Distinct positions

Period

2025-09-30

Filed 2025-11-13

Q/Q Activity

+109 / −197 / ↑591 / ↓392

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$151.2M +21.7%
  • VANGUARD INDEX FDS$114.5M +12.4%
  • ALPHABET INC$70.7M +27.8%
  • ALPHABET INC$69.0M +30.1%
  • ORACLE CORP$57.6M +19.4%
Show all 591

Top Trims

  • QUALCOMM INC-$35.6M -45.8%
  • DICKS SPORTING GOODS INC-$26.6M -95.5%
  • COMCAST CORP NEW-$25.4M -46.9%
  • VISA INC-$21.7M -15.8%
  • JABIL INC-$21.1M -38.7%
Show all 392

New Positions

  • CENCORA INC$53.0M
  • FORTINET INC$42.8M
  • INVENTRUST PPTYS CORP$11.3M
  • VIPER ENERGY INC$10.7M
  • AMERICAN ELEC PWR CO INC$9.4M
Show all 109

Exited Positions

  • FORTINET INC$55.9M
  • CENCORA INC$52.1M
  • FOOT LOCKER INC$15.0M
  • ALIGN TECHNOLOGY INC$12.9M
  • SITIO ROYALTIES CORP$11.3M
Show all 197
All Holdings

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 VANGUARD INDEX FDS VOO 922908363 $983.6M 4.75% 1,606,224 SH
2 APPLE INC AAPL 037833100 $740.7M 3.58% 2,909,114 SH
3 MICROSOFT CORP MSFT 594918104 $673.5M 3.25% 1,300,284 SH
4 ISHARES TR IJR 464287804 $554.3M 2.68% 4,664,917 SH
5 SPDR S&P 500 ETF TR SPY 78462F103 $465.8M 2.25% 699,182 SH
6 JPMORGAN CHASE & CO. JPM 46625H100 $299.5M 1.45% 949,524 SH
7 ORACLE CORP ORCL 68389X105 $295.7M 1.43% 1,051,257 SH
8 ISHARES TR SMMD 46435G268 $248.7M 1.20% 3,372,640 SH
9 PUTNAM ETF TRUST PVAL 746729300 $245.9M 1.19% 5,755,282 SH
10 ALPHABET INC GOOG 02079K107 $233.8M 1.13% 959,948 SH
11 ALPHABET INC GOOGL 02079K305 $229.5M 1.11% 944,013 SH
12 AMAZON COM INC AMZN 023135106 $227.7M 1.10% 1,036,955 SH
13 ELI LILLY & CO LLY 532457108 $216.0M 1.04% 283,109 SH
14 JOHNSON & JOHNSON JNJ 478160104 $214.8M 1.04% 1,158,520 SH
15 VANGUARD INDEX FDS VB 922908751 $213.8M 1.03% 840,921 SH
16 NVIDIA CORPORATION NVDA 67066G104 $206.7M 1.00% 1,107,712 SH
17 HOME DEPOT INC HD 437076102 $172.7M 0.83% 426,278 SH
18 MASTERCARD INCORPORATED MA 57636Q104 $167.4M 0.81% 294,280 SH
19 DIMENSIONAL ETF TRUST DFAX 25434V880 $154.7M 0.75% 4,930,753 SH
20 VANGUARD INDEX FDS VTI 922908769 $154.6M 0.75% 471,214 SH
21 RTX CORPORATION RTX 75513E101 $134.9M 0.65% 806,358 SH
22 EXXON MOBIL CORP XOM 30231G102 $123.7M 0.60% 1,096,968 SH
23 VANGUARD TAX-MANAGED FDS VEA 921943858 $121.7M 0.59% 2,030,545 SH
24 ABBOTT LABS ABT 002824100 $120.8M 0.58% 901,951 SH
25 PROCTER AND GAMBLE CO PG 742718109 $116.6M 0.56% 758,572 SH
26 META PLATFORMS INC META 30303M102 $116.4M 0.56% 158,534 SH
27 VANGUARD INDEX FDS VUG 922908736 $115.9M 0.56% 241,725 SH
28 BROADCOM INC AVGO 11135F101 $115.4M 0.56% 349,938 SH
29 CHEVRON CORP NEW CVX 166764100 $115.2M 0.56% 741,962 SH
30 COSTCO WHSL CORP NEW COST 22160K105 $111.9M 0.54% 120,915 SH
31 VANGUARD SPECIALIZED FUNDS VIG 921908844 $110.4M 0.53% 511,402 SH
32 ISHARES INC EWJ 46434G822 $110.1M 0.53% 1,372,671 SH
33 CISCO SYS INC CSCO 17275R102 $106.2M 0.51% 1,551,580 SH
34 BOOKING HOLDINGS INC BKNG 09857L108 $101.9M 0.49% 18,870 SH
35 CHUBB LIMITED CB H1467J104 $101.0M 0.49% 357,818 SH
36 ISHARES TR USRT 464288521 $98.3M 0.47% 1,673,789 SH
37 ISHARES TR IWM 464287655 $96.6M 0.47% 399,143 SH
38 PEPSICO INC PEP 713448108 $94.7M 0.46% 674,315 SH
39 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $94.5M 0.46% 498,138 SH
40 WALMART INC WMT 931142103 $94.3M 0.46% 914,958 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $93.5M 0.45% 185,900 SH
42 AMPHENOL CORP NEW APH 032095101 $93.4M 0.45% 754,450 SH
43 ISHARES TR IVV 464287200 $91.7M 0.44% 136,954 SH
44 AMPHENOL CORP NEW APH 032095101 $89.7M 0.43% 724,852 SH
45 MICROSOFT CORP MSFT 594918104 $84.9M 0.41% 163,927 SH
46 TJX COS INC NEW TJX 872540109 $84.4M 0.41% 583,759 SH
47 AMERICAN EXPRESS CO AXP 025816109 $82.4M 0.40% 248,019 SH
48 LAM RESEARCH CORP LRCX 512807306 $82.3M 0.40% 614,691 SH
49 ACCENTURE PLC IRELAND ACN G1151C101 $81.8M 0.39% 331,812 SH
50 APPLE INC AAPL 037833100 $77.5M 0.37% 304,405 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-11-13 $20.72B 2,696 0001398344-25-020834
2025-06-30 2025-08-14 $19.77B 2,774 0001398344-25-015458