Russell Investments Group, Ltd. — 13F Holdings & Portfolio
CIK 1692234 · latest 13F-HR filed 2026-11-06
Russell Investments Group, Ltd. manages $114.07B in 13F-reported U.S. long-equity assets across 24,138 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (2.06%), AAPL (1.81%), MSFT (1.29%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 230 new positions and exited 210; 1,720 existing positions rose in reported value and 1,912 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.
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AUM
$114.07B
Long-equity book
Holdings
24,138
Distinct positions
Period
2026-09-30
Filed 2026-11-06
Q/Q Activity
+230 / −210 / ↑1720 / ↓1912
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Firm Profile & Key People
As of the firm’s regulatory filing dated Apr 1, 2026.
Assets Under Management
$68.60B
Discretionary
$68.38B
Employees
569
Accounts
6,599
Address
401 UNION STREET
18TH FLOOR
SEATTLE, WA 98101
18TH FLOOR
SEATTLE, WA 98101
Phone
(206) 505-7877
This firm reports 1 disclosure item on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BARBACK, VERNON, RICHARD Control | DIRECTOR since Oct 2022 | Less than 5% | Individual |
| BOWEN, SCOTT, SPENCER Control | CHIEF FINANCIAL OFFICER since Sep 2024 | Less than 5% | Individual |
| CURRAN, AMY, ELIZABETH Control | CHIEF COMPLIANCE OFFICER since Mar 2024 | Less than 5% | Individual |
| EL-HILLOW, KATHERINE, ANNE Control | DIRECTOR; PRESIDENT; CHIEF INVESTMENT OFFICER since May 2021 | Less than 5% | Individual |
| PALTROWITZ, MARK, DAVID Control | CHIEF RISK OFFICER since Jul 2025 | Less than 5% | Individual |
| RUSSELL INVESTMENTS US RETAIL HOLDCO, INC. Control | OWNER since Jun 2016 | 75% or more | Domestic Entity |
| SURLOFF, HOWARD, BRIAN Control | DIRECTOR since Feb 2023 | Less than 5% | Individual |
| EMERALD ACQUISITION LIMITED Control Indirect owner via RUSSELL INVESTMENTS US RETAIL HOLDCO, INC. | OWNER since Jun 2016 | 75% or more | Foreign Entity |
| RUSSELL INVESTMENTS CAYMAN MIDCO, LTD Control Indirect owner via EMERALD ACQUISITION LIMITED | OWNER since Jun 2016 | 75% or more | Foreign Entity |
| RUSSELL INVESTMENTS GROUP, LTD. Control Indirect owner via RUSSELL INVESTMENTS CAYMAN MIDCO, LTD | OWNER since Sep 2016 | 75% or more | Foreign Entity |
| TA XII-A EU AIV, L.P. Control Indirect owner via RUSSELL INVESTMENTS GROUP, LTD. | SHAREHOLDER since Sep 2016 | 25–50% | Foreign Entity |
Ownership & leadership changes · 25 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 21, 2025 filing
- No longer listedMORTENSEN, PETER · CHIEF RISK OFFICER · Less than 5% · control person · listed since Jun 2023
- AddedPALTROWITZ, MARK, DAVID · CHIEF RISK OFFICER · Less than 5% · control person
Oct 3, 2024 filing
- AddedBOWEN, SCOTT, SPENCER · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedBARBACK, VERNON, RICHARD · title DIRECTOR; CHIEF FINANCIAL OFFICER → DIRECTOR
Jul 30, 2024 filing
- No longer listedBELGRAD, STEPHEN, HAROLD · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jul 2020
- ChangedBARBACK, VERNON, RICHARD · title DIRECTOR → DIRECTOR; CHIEF FINANCIAL OFFICER
- ChangedCURRAN, AMY, ELIZABETH · title US ADVISER CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER
- ChangedEL-HILLOW, KATHERINE, ANNE · title CHAIRMAN, PRESIDENT AND CHIEF INVESTMENT OFFICER → DIRECTOR; PRESIDENT; CHIEF INVESTMENT OFFICER
- ChangedSURLOFF, HOWARD, BRIAN · title CHIEF LEGAL OFFICER → DIRECTOR; now a control person
Mar 29, 2024 filing
- No longer listedHegarty, Randall, Scott · US ADVISOR CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2023
- AddedCURRAN, AMY, ELIZABETH · US ADVISER CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Nov 30, 2023 filing
- No longer listedRACZYNSKI, MICHAEL, CHRISTOPHER · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Oct 2023
- AddedHegarty, Randall, Scott · US ADVISOR CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Oct 27, 2023 filing
- No longer listedMARBEY, SYLVESTER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2021
- AddedRACZYNSKI, MICHAEL, CHRISTOPHER · CHIEF COMPLIANCE OFFICER · Less than 5%
Jun 30, 2023 filing
- No longer listedMCMURRAY, JOHN, PATRICK · CHIEF RISK OFFICER · Less than 5% · control person · listed since Mar 2022
- AddedMORTENSEN, PETER · CHIEF RISK OFFICER · Less than 5% · control person
Mar 31, 2023 filing
- No longer listedSWANSON, MARK, EDWARD · DIRECTOR · Less than 5% · control person · listed since May 2005
- AddedSURLOFF, HOWARD, BRIAN · CHIEF LEGAL OFFICER · Less than 5%
- ChangedEL-HILLOW, KATHERINE, ANNE · title CHAIRMAN → CHAIRMAN, PRESIDENT AND CHIEF INVESTMENT OFFICER
- ChangedMARBEY, SYLVESTER · title US ADVISOR CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER
Nov 17, 2022 filing
- No longer listedKLINGERT, KEVIN, MICHAEL · DIRECTOR · Less than 5% · control person · listed since May 2021
- AddedBARBACK, VERNON, RICHARD · DIRECTOR · Less than 5% · control person
Mar 31, 2022 filing
- AddedMCMURRAY, JOHN, PATRICK · CHIEF RISK OFFICER · Less than 5% · control person
Older changes (16 more filings)
Aug 12, 2021 filing
- No longer listedITURRALDE, LYDA · US ADVISOR CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2020
- AddedMARBEY, SYLVESTER · US ADVISOR CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jun 1, 2021 filing
- No longer listedGUNNING, PETER, J · CHAIRMAN · Less than 5% · control person · listed since Oct 2018
- No longer listedSMIRL, RICHARD, WILLIAM · DIRECTOR · Less than 5% · control person · listed since Oct 2018
- AddedEL-HILLOW, KATHERINE, ANNE · CHAIRMAN · Less than 5% · control person
- AddedKLINGERT, KEVIN, MICHAEL · DIRECTOR · Less than 5% · control person
Dec 21, 2020 filing
- No longer listedBURNETT, KRISTIN, LOUISE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2011
- AddedITURRALDE, LYDA · US ADVISOR CHIEF COMPLIANCE OFFICER · Less than 5% · control person
May 18, 2020 filing
- No longer listedSPINA, MARK, VINCENT · DIRECTOR · Less than 5% · control person · listed since Jan 2017
May 15, 2020 filing
- No longer listedMCPEEK, JENNIFER, JOYCE · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Dec 2018
- AddedBELGRAD, STEPHEN, HAROLD · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 29, 2019 filing
- No longer listedHUSSEY, JEFFREY, TODD · CHAIRMAN, DIRECTOR, AND PRESIDENT · Less than 5% · control person · listed since Oct 2013
- No longer listedMOSS, MATTHEW, CHARLES · CHIEF FINANCIAL OFFICER AND DIRECTOR · Less than 5% · control person · listed since Jul 2010
- No longer listedWILLMAN, KENNETH, WAYNE · DIRECTOR AND CHIEF LEGAL OFFICER · Less than 5% · control person · listed since Nov 2008
- AddedMCPEEK, JENNIFER, JOYCE · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedSMIRL, RICHARD, WILLIAM · DIRECTOR · Less than 5% · control person
- Listed againGUNNING, PETER, J · CHAIRMAN · Less than 5% · control person
Mar 30, 2018 filing
- No longer listedRUSSELL INVESTMENTS GROUP, LTD. · OWNER · 75% or more · indirect via EMERALD ACQUISITION LIMITED · control person · listed since Sep 2016
- AddedRUSSELL INVESTMENTS CAYMAN MIDCO, LTD · OWNER · 75% or more · indirect via EMERALD ACQUISITION LIMITED · control person
- AddedRUSSELL INVESTMENTS GROUP, LTD. · OWNER · 75% or more · indirect via RUSSELL INVESTMENTS CAYMAN MIDCO, LTD · control person
Mar 30, 2017 filing
- AddedSPINA, MARK, VINCENT · DIRECTOR · Less than 5% · control person
- ChangedHUSSEY, JEFFREY, TODD · title CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER → CHAIRMAN, DIRECTOR, AND PRESIDENT
- ChangedMOSS, MATTHEW, CHARLES · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER AND DIRECTOR
Oct 14, 2016 filing
- AddedRUSSELL INVESTMENTS GROUP, LTD. · OWNER · 75% or more · indirect via EMERALD ACQUISITION LIMITED · control person
- AddedTA XII-A EU AIV, L.P. · SHAREHOLDER · 25–50% · indirect via RUSSELL INVESTMENTS GROUP, LTD. · control person
Jun 30, 2016 filing
- No longer listedCAVANAUGH, SANDRA, ALLEN · DIRECTOR · Less than 5% · control person · listed since Mar 2010
Jun 14, 2016 filing
- No longer listedLONDON STOCK EXCHANGE GROUP PLC · SHAREHOLDER · 75% or more · indirect via LSEG US HOLDCO, INC. · control person · listed since Jun 2014
- No longer listedLSEG US HOLDCO, INC. · OWNER · 75% or more · indirect via FRANK RUSSELL COMPANY, DBA RUSSELL INVESTMENT GROUP · control person · listed since Dec 2014
- No longer listedRUSSELL INVESTMENT GROUP · CORPORATE PARENT · 75% or more · control person · listed since Mar 1982
- AddedEMERALD ACQUISITION LIMITED · OWNER · 75% or more · indirect via RUSSELL INVESTMENTS US RETAIL HOLDCO, INC. · control person
- AddedRUSSELL INVESTMENTS US RETAIL HOLDCO, INC. · OWNER · 75% or more · control person
Mar 29, 2016 filing
- No longer listedBUNDY, RONALD, J · DIRECTOR · Less than 5% · control person · listed since Nov 2008
Dec 15, 2014 filing
- No longer listedNM INVESTMENT HOLDINGS, LLC · OWNER · 75% or more · indirect via FRANK RUSSELL COMPANY, DBA RUSSELL INVESTMENT GROUP · control person · listed since Dec 2013
- No longer listedTHE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY · SHAREHOLDER · 75% or more · indirect via NM INVESTMENT HOLDINGS, LLC · control person · listed since Dec 2013
- AddedLONDON STOCK EXCHANGE GROUP PLC · SHAREHOLDER · 75% or more · indirect via LSEG US HOLDCO, INC. · control person
- AddedLSEG US HOLDCO, INC. · OWNER · 75% or more · indirect via FRANK RUSSELL COMPANY, DBA RUSSELL INVESTMENT GROUP · control person
Jan 16, 2014 filing
- No longer listedTHE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY · SHAREHOLDER · 75% or more · indirect via FRANK RUSSELL COMPANY · control person · listed since Jan 1999
- AddedNM INVESTMENT HOLDINGS, LLC · OWNER · 75% or more · indirect via FRANK RUSSELL COMPANY, DBA RUSSELL INVESTMENT GROUP · control person
- AddedTHE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY · SHAREHOLDER · 75% or more · indirect via NM INVESTMENT HOLDINGS, LLC · control person
- ChangedRUSSELL INVESTMENT GROUP · title SHAREHOLDER → CORPORATE PARENT
Oct 7, 2013 filing
- No longer listedGUNNING, PETER, J · CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Mar 2010
- AddedHUSSEY, JEFFREY, TODD · CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Mar 28, 2012 filing (earliest on record)
- ListedBUNDY, RONALD, J · DIRECTOR · Less than 5% · control person
- ListedBURNETT, KRISTIN, LOUISE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedCAVANAUGH, SANDRA, ALLEN · DIRECTOR · Less than 5% · control person
- ListedGUNNING, PETER, J · CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ListedMOSS, MATTHEW, CHARLES · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedRUSSELL INVESTMENT GROUP · SHAREHOLDER · 75% or more · control person
- ListedSWANSON, MARK, EDWARD · DIRECTOR · Less than 5% · control person
- ListedTHE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY · SHAREHOLDER · 75% or more · indirect via FRANK RUSSELL COMPANY · control person
- ListedWILLMAN, KENNETH, WAYNE · DIRECTOR AND CHIEF LEGAL OFFICER · 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)
- MICROSOFT CORP$1.38B +40.2%
- NVIDIA CORP$806.9M +13.5%
- APPLE INC$509.4M +10.6%
- META PLATFORMS INC$390.5M +24.3%
- AMAZON COM INC$228.2M +7.6%
Top Trims
- Vanguard 500 Index Fund-$581.5M -64.7%
- MICRON TECHNOLOGY INC-$370.3M -20.3%
- BROADCOM INC-$269.4M -12.9%
- TESLA INC-$268.9M -28.6%
- APPLIED MATERIALS INC-$244.3M -26.7%
New Positions
- EXXONMOBIL HOLDINGS CORPORATIO$454.2M
- ONEOK INC$100.5M
- SK hynix Inc$33.4M
- MAREX GROUP LIMITED$24.3M
- TEVA PHARMACEUTICAL INDUSTRI$18.0M
Exited Positions
- EXXON MOBIL CORP$442.2M
- ONEOK INC$113.1M
- NATIONAL STORAGE AFFILIATES$62.0M
- ELECTRONIC ARTS INC$56.6M
- AVALONBAY CMNTYS INC$44.7M
Russell Investments Group, Ltd. Holdings (2026-09-30)
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 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.35B | 2.06% | 10,298,007 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $2.07B | 1.81% | 6,204,845 | SH |
| 3 | MICROSOFT CORPORATION | MSFT | 594918104 | $1.47B | 1.29% | 2,865,970 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.07B | 0.94% | 4,695,329 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $1.01B | 0.89% | 4,071,938 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $874.3M | 0.77% | 3,828,234 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $864.5M | 0.76% | 2,537,082 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $848.5M | 0.74% | 2,466,029 | SH |
| 9 | MICROSOFT CORPORATION | MSFT | 594918104 | $818.8M | 0.72% | 1,600,106 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $721.6M | 0.63% | 2,176,582 | SH |
| 11 | META PLATFORMS INC | META | 30303M102 | $670.4M | 0.59% | 924,425 | SH |
| 12 | MICROSOFT CORPORATION | MSFT | 594918104 | $667.2M | 0.58% | 1,300,846 | SH |
| 13 | BROADCOM INC | AVGO | 11135F101 | $662.4M | 0.58% | 1,886,241 | SH |
| 14 | MICRON TECHNOLOGY INC | MU | 595112103 | $660.5M | 0.58% | 620,139 | SH |
| 15 | NVIDIA CORP | NVDA | 67066G104 | $516.6M | 0.45% | 2,261,909 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $506.3M | 0.44% | 2,038,707 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $501.6M | 0.44% | 1,506,160 | SH |
| 18 | Taiwan Semiconductor Manufacturing Company Limited | TSM | 874039100 | $501.6M | 0.44% | 1,099,476 | SH |
| 19 | APPLE INC COM | AAPL | 037833100 | $494.7M | 0.43% | 1,485,611 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $454.5M | 0.40% | 1,824,187 | SH |
| 21 | Taiwan Semiconductor Manufacturing Company Limited | TSM | 874039100 | $434.2M | 0.38% | 951,763 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $417.9M | 0.37% | 1,230,099 | SH |
| 23 | ALPHABET INC | GOOG | 02079K107 | $402.7M | 0.35% | 1,181,867 | SH |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $389.7M | 0.34% | 637,072 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $377.0M | 0.33% | 735,022 | SH |
| 26 | ALPHABET INC | GOOGL | 02079K305 | $369.1M | 0.32% | 1,072,601 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $367.8M | 0.32% | 1,610,583 | SH |
| 28 | APPLE INC | AAPL | 037833100 | $363.1M | 0.32% | 1,090,447 | SH |
| 29 | ALPHABET INC | GOOGL | 02079K305 | $362.4M | 0.32% | 1,056,233 | SH |
| 30 | META PLATFORMS INC | META | 30303M102 | $339.7M | 0.30% | 465,512 | SH |
| 31 | Taiwan Semiconductor Manufacturing Company Limited | TSM | 874039100 | $316.7M | 0.28% | 694,257 | SH |
| 32 | Vanguard 500 Index Fund | VOO | 922908363 | $305.7M | 0.27% | 436,109 | SH |
| 33 | META PLATFORMS INC | META | 30303M102 | $297.8M | 0.26% | 410,677 | SH |
| 34 | MASTERCARD INCORPORATED | MA | 57636Q104 | $281.4M | 0.25% | 510,243 | SH |
| 35 | MASTERCARD INCORPORATED | MA | 57636Q104 | $281.0M | 0.25% | 507,908 | SH |
| 36 | MICROSOFT CORPORATION | MSFT | 594918104 | $276.5M | 0.24% | 539,079 | SH |
| 37 | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY | STX | G7997R103 | $271.1M | 0.24% | 293,916 | SH |
| 38 | NVIDIA CORPORATION | NVDA | 67066G104 | $262.4M | 0.23% | 1,149,054 | SH |
| 39 | JPMORGAN CHASE CO | JPM | 46625H100 | $262.3M | 0.23% | 792,776 | SH |
| 40 | BROADCOM INC | AVGO | 11135F101 | $258.6M | 0.23% | 736,382 | SH |
| 41 | NVIDIA CORPORATION | NVDA | 67066G104 | $257.0M | 0.23% | 1,125,201 | SH |
| 42 | BROADCOM INC | AVGO | 11135F101 | $255.8M | 0.22% | 725,090 | SH |
| 43 | ELI LILLY AND COMPANY | LLY | 532457108 | $249.9M | 0.22% | 216,006 | SH |
| 44 | TESLA INC | TSLA | 88160R101 | $246.8M | 0.22% | 695,723 | SH |
| 45 | WELLTOWER INC | WELL | 95040Q104 | $245.6M | 0.22% | 1,066,801 | SH |
| 46 | LAM RESEARCH CORPORATION | LRCX | 512807306 | $240.1M | 0.21% | 730,908 | SH |
| 47 | NVIDIA CORPORATION | NVDA | 67066G104 | $236.7M | 0.21% | 1,041,696 | SH |
| 48 | BERKSHIRE HATHAWAY INC | BRK.B | 084670702 | $236.4M | 0.21% | 474,687 | SH |
| 49 | AMAZON COM INC | AMZN | 023135106 | $234.5M | 0.21% | 941,247 | SH |
| 50 | APPLIED MATERIALS INC | AMAT | 038222105 | $225.9M | 0.20% | 441,751 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-06 | $114.07B | 24,138 | 0001193125-26-451241 |
| 2026-06-30 | 2026-08-06 | $113.97B | 23,960 | 0001193125-26-336961 |
| 2026-03-31 | 2026-05-08 | $93.07B | 24,600 | 0001193125-26-213225 |
| 2025-12-31 | 2026-02-17 | $91.82B | 25,140 | 0001193125-26-053181 |
Filer Information
Address
REX HOUSE10 REGENT STREET
LONDON SW1Y4PE
Phone
(206) 505-7877
Filing Manager
Russell Investments Group, Ltd.
Seattle, WA
Signatory
Michael Raczynski
Global Chief Compliance Officer