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BARROW HANLEY MEWHINNEY & STRAUSS LLC — 13F Holdings & Portfolio

CIK 313028 · latest 13F-HR filed 2026-05-13

Backtest portfolio

BARROW HANLEY MEWHINNEY & STRAUSS LLC manages $30.52B in 13F-reported U.S. long-equity assets across 503 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MRK (2.95%), CVX (2.72%), GEHC (2.61%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 56 new positions, exited 46, added to 143, and trimmed 125.

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

$30.52B

Long-equity book

Holdings

503

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+56 / −46 / ↑143 / ↓125

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FREEPORT MCMORAN INC$392.4M +211.7%
  • GE HEALTHCARE TECHNOLOGIES I$312.3M +58.5%
  • PERMIAN RESOURCES CORP$303.4M +70.0%
  • CHEVRON CORPORATION$259.2M +42.1%
  • HEWLETT PACKARD ENTERPRISE C$241.1M +55.6%
Show all 143 →

Top Trims

  • WESTERN ALLIANCE BANCORP-$374.9M -69.1%
  • SLM CORP-$281.1M -71.5%
  • AVANTOR INC-$206.2M -54.0%
  • WILLIS TOWERS WATSON PLC LTD-$181.7M -74.3%
  • DUPONT DE NEMOURS INC-$170.1M -56.5%
Show all 125 →

New Positions

  • PROGRESSIVE CORP$264.5M
  • ISHARES INC$210.0M
  • UBER TECHNOLOGIES INC$148.5M
  • SPROUTS FMRS MKT INC$128.5M
  • DIGITAL RLTY TR INC$125.3M
Show all 56 →

Exited Positions

  • American International Group I$640.1M
  • Cognizant Technology Solutions$224.8M
  • Amcor PLC$103.7M
  • Tower Semiconductor Ltd$99.4M
  • iShares MSCI India ETF$59.4M
Show all 46 →
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 MERCK & CO INC MRK 58933Y105 $899.1M 2.95% 7,474,203 SH
2 CHEVRON CORPORATION CVX 166764100 $830.9M 2.72% 4,015,771 SH
3 GE HEALTHCARE TECHNOLOGIES I GEHC 36266G107 $797.8M 2.61% 11,208,351 SH
4 CARNIVAL CORP CCL 143658300 $708.4M 2.32% 27,373,010 SH
5 PERMIAN RESOURCES CORP PR 71424F105 $706.6M 2.32% 33,140,497 SH
6 ENTERGY CORP NEW ETR 29364G103 $703.6M 2.31% 6,261,685 SH
7 PINNACLE WEST CAP CORP PNW 723484101 $667.2M 2.19% 6,622,056 SH
8 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $643.3M 2.11% 27,016,251 SH
9 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $641.9M 2.10% 9,935,128 SH
10 EXXON MOBIL CORP XOM 30231G102 $635.3M 2.08% 3,744,728 SH
11 AIR PRODUCTS AND CHEMICALS I APD 009158106 $599.1M 1.96% 2,062,530 SH
12 ENTEGRIS INC ENTG 29362U104 $595.3M 1.95% 5,077,709 SH
13 FREEPORT MCMORAN INC FCX 35671D857 $547.1M 1.79% 9,308,080 SH
14 KEURIG DR PEPPER INC KDP 49271V100 $536.7M 1.76% 20,384,050 SH
15 BANK AMERICA CORP BAC 060505104 $501.0M 1.64% 10,277,771 SH
16 PUBLIC STORAGE OPER CO PSA 74460D109 $487.3M 1.60% 1,798,799 SH
17 AXALTA COATING SYS LTD AXTA G0750C108 $481.2M 1.58% 17,370,395 SH
18 FORTIVE CORP FTV 34959J108 $479.7M 1.57% 8,678,008 SH
19 PG&E CORP PCG 69331C108 $479.2M 1.57% 27,273,455 SH
20 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $472.8M 1.55% 986,605 SH
21 JOHNSON CONTROLS INTERNATION JCI G51502105 $464.9M 1.52% 3,550,278 SH
22 QUALCOMM INC QCOM 747525103 $451.9M 1.48% 3,509,189 SH
23 PROLOGIS INC. PLD 74340W103 $449.2M 1.47% 3,398,509 SH
24 XCEL ENERGY INC XEL 98389B100 $406.9M 1.33% 5,122,004 SH
25 HALLIBURTON CO HAL 406216101 $395.9M 1.30% 10,153,198 SH
26 UNITEDHEALTH GROUP INC UNH 91324P102 $340.2M 1.11% 1,257,239 SH
27 WYNN RESORTS LTD WYNN 983134107 $338.3M 1.11% 3,331,378 SH
28 ALPHABET INC GOOG 02079K107 $335.7M 1.10% 1,170,087 SH
29 APTIV PLC APTV G3265R107 $331.0M 1.08% 4,766,704 SH
30 PROSPERITY BANCSHARES INC PB 743606105 $329.2M 1.08% 4,900,771 SH
31 MEDTRONIC PLC MDT G5960L103 $328.1M 1.07% 3,785,957 SH
32 EVEREST GROUP LTD EG G3223R108 $321.6M 1.05% 983,997 SH
33 WELLS FARGO & CO WFC 949746101 $320.1M 1.05% 4,020,531 SH
34 LPL FINL HLDGS INC LPLA 50212V100 $307.5M 1.01% 1,022,198 SH
35 AMERICAN EXPRESS CO AXP 025816109 $299.9M 0.98% 991,321 SH
36 MDU RES GROUP INC MDU 552690109 $285.1M 0.93% 13,760,167 SH
37 AMERICAN TOWER CORP AMT 03027X100 $271.3M 0.89% 1,572,142 SH
38 VICI PPTYS INC VICI 925652109 $264.6M 0.87% 9,686,764 SH
39 COHERENT CORP COHR 19247G107 $261.7M 0.86% 1,098,409 SH
40 SANOFI SA SNY 80105N105 $260.0M 0.85% 5,397,210 SH
41 ORACLE CORP ORCL 68389X105 $252.5M 0.83% 1,716,412 SH
42 NEWMONT CORP NEM 651639106 $249.6M 0.82% 2,305,742 SH
43 ALPHABET INC GOOGL 02079K305 $249.5M 0.82% 867,726 SH
44 PROGRESSIVE CORP PGR 743315103 $248.1M 0.81% 1,251,697 SH
45 FIDELITY NATL INFORMATION SV FIS 31620M106 $244.9M 0.80% 5,220,998 SH
46 WARNER MUSIC GROUP CORP WMG 934550203 $235.2M 0.77% 9,210,652 SH
47 AECOM ACM 00766T100 $221.7M 0.73% 2,614,255 SH
48 HUNT J B TRANS SVCS INC JBHT 445658107 $218.1M 0.71% 1,029,281 SH
49 VERTIV HOLDINGS CO VRT 92537N108 $210.6M 0.69% 840,404 SH
50 ISHARES INC URTH 464286392 $210.0M 0.69% 1,166,433 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $30.52B 503 0000313028-26-000021
2025-12-31 2026-02-11 $30.03B 464 0000313028-26-000020
2025-09-30 2025-11-13 $31.40B 442 0000313028-25-000087