Wellington Management Group LLP — 13F Holdings & Portfolio
CIK 902219 · latest 13F-HR filed 2026-08-14
Wellington Management Group LLP manages $580.17B in 13F-reported U.S. long-equity assets across 7,448 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (3.60%), AVGO (3.06%), MSFT (2.75%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 237 new positions and exited 186; 829 existing positions rose in reported value and 638 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
$580.17B
Long-equity book
Holdings
7,448
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+237 / −186 / ↑829 / ↓638
vs 2026-03-31
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 Jul 9, 2026.
Assets Under Management
$1.43T
Discretionary
$1.33T
Employees
1,868
Accounts
1,559
Address
280 CONGRESS STREET
BOSTON, MA 02210
BOSTON, MA 02210
Phone
(617) 951-5000
This firm reports 1 disclosure item on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| HYNES, JEAN, MARIE Control | CHIEF EXECUTIVE OFFICER, PRESIDENT since Jul 2021 | Less than 5% | Individual |
| WELLINGTON INVESTMENT ADVISORS HOLDINGS LLP Control | MANAGING PARTNER since Jan 2015 | 75% or more | Domestic Entity |
| Coyne, Laura, Ann | HEAD OF LEGAL, AMERICAS since Oct 2025 | Less than 5% | Individual |
| Kramer, Amy, Beth | CHIEF OPERATING OFFICER since Jun 2024 | Less than 5% | Individual |
| Murphy, Erin, Kimberly | CHIEF FINANCIAL OFFICER since May 2023 | Less than 5% | Individual |
| SPEEDE, IHSAN, K. | CHIEF COMPLIANCE OFFICER since Jul 2024 | Less than 5% | Individual |
| WELLINGTON GROUP HOLDINGS LLP Control Indirect owner via WELLINGTON INVESTMENT ADVISORS HOLDINGS LLP | MANAGING PARTNER since May 2014 | 75% or more | Domestic Entity |
| WELLINGTON MANAGEMENT GROUP LLP Control Indirect owner via WELLINGTON GROUP HOLDINGS LLP | MANAGING PARTNER since May 2014 | 75% or more | Domestic Entity |
Ownership & leadership changes · 20 filings with changes since Dec 21, 2011
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 9, 2026 filing
- No longer listedKLAR, STEPHEN · PRESIDENT · Less than 5% · control person · listed since Jan 2021
- ChangedHYNES, JEAN, MARIE · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER, PRESIDENT
Nov 4, 2025 filing
- No longer listedKONZAL, GREGORY, SCOTT · HEAD OF LEGAL, AMERICAS · Less than 5% · listed since Aug 2019
- AddedCoyne, Laura, Ann · HEAD OF LEGAL, AMERICAS · Less than 5%
- AddedKramer, Amy, Beth · CHIEF OPERATING OFFICER · Less than 5%
Jul 1, 2024 filing
- No longer listedPETERSON, JAMES, SCOTT · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2021
- AddedSPEEDE, IHSAN, K. · CHIEF COMPLIANCE OFFICER · Less than 5%
May 5, 2023 filing
- No longer listedSTEINBORN, EDWARD, JOSEPH · CHIEF FINANCIAL OFFICER · Less than 5% · listed since Jan 2015
- AddedMurphy, Erin, Kimberly · CHIEF FINANCIAL OFFICER · Less than 5%
Mar 31, 2023 filing
- Listed againKONZAL, GREGORY, SCOTT · HEAD OF LEGAL, AMERICAS · Less than 5%
Mar 31, 2022 filing
- No longer listedKONZAL, GREGORY, SCOTT · HEAD OF LEGAL, AMERICAS · Less than 5% · listed since Aug 2019
Jul 1, 2021 filing
- No longer listedSWORDS, BRENDAN, JOSEPH · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Jan 2015
- Listed againHYNES, JEAN, MARIE · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- Listed againKONZAL, GREGORY, SCOTT · HEAD OF LEGAL, AMERICAS · Less than 5%
Mar 31, 2021 filing
- No longer listedKONZAL, GREGORY, SCOTT · CHIEF LEGAL OFFICER · Less than 5% · listed since Aug 2019
Jan 7, 2021 filing
- No longer listedNORBERG, JOHN, DAVID · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since May 2018
- AddedKLAR, STEPHEN · PRESIDENT · Less than 5% · control person
- AddedPETERSON, JAMES, SCOTT · CHIEF COMPLIANCE OFFICER · Less than 5%
Aug 1, 2019 filing
- No longer listedBruno, John, Edward · CHIEF LEGAL OFFICER · Less than 5% · listed since Jan 2019
- AddedKONZAL, GREGORY, SCOTT · CHIEF LEGAL OFFICER · Less than 5%
Older changes (11 more filings)
Jan 4, 2019 filing
- No longer listedCLARKE, CYNTHIA, MARY · CHIEF LEGAL OFFICER · Less than 5% · listed since Jan 2015
- AddedBruno, John, Edward · CHIEF LEGAL OFFICER · Less than 5%
May 15, 2018 filing
- No longer listedMORRIS, NANCY, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Apr 2012
- AddedNORBERG, JOHN, DAVID · CHIEF COMPLIANCE OFFICER · Less than 5%
May 2, 2016 filing
- ChangedSWORDS, BRENDAN, JOSEPH · now a control person
Jan 2, 2015 filing
- No longer listedAVERILL, JOHN, FRANKLIN · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2013
- No longer listedCHABRIER, LOUIS · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2012
- No longer listedCHOUMENKOVITCH, NICOLAS, MILORAD · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2013
- No longer listedDUCKWORTH, CHERYL, MCDANIEL · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2014
- No longer listedHELFER, RAY, EUGENE · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2012
- No longer listedHYNES, JEAN, MARIE · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jul 2014
- No longer listedLINK, IAN, ROBERT · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2014
- No longer listedPERELMUTER, PHILLIP, H · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2000
- No longer listedTRAQUINA, PERRY, MARQUES · CHAIRMAN · Less than 5% · control person · listed since Jul 2004
- AddedWELLINGTON GROUP HOLDINGS LLP · MANAGING PARTNER · 75% or more · indirect via WELLINGTON INVESTMENT ADVISORS HOLDINGS LLP · control person
- AddedWELLINGTON INVESTMENT ADVISORS HOLDINGS LLP · MANAGING PARTNER · 75% or more · control person
- AddedWELLINGTON MANAGEMENT GROUP LLP · MANAGING PARTNER · 75% or more · indirect via WELLINGTON GROUP HOLDINGS LLP · control person
- ChangedCLARKE, CYNTHIA, MARY · title PARTNER AND CHIEF LEGAL OFFICER → CHIEF LEGAL OFFICER
- ChangedSTEINBORN, EDWARD, JOSEPH · title PARTNER AND CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER
- ChangedSWORDS, BRENDAN, JOSEPH · title PRESIDENT, CEO AND EXECUTIVE COMMITTEE MEMBER → CHIEF EXECUTIVE OFFICER; no longer a control person
Jul 2, 2014 filing
- AddedHYNES, JEAN, MARIE · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ChangedSWORDS, BRENDAN, JOSEPH · title PARTNER, PRESIDENT AND EXECUTIVE COMMITTEE MEMBER → PRESIDENT, CEO AND EXECUTIVE COMMITTEE MEMBER
- ChangedTRAQUINA, PERRY, MARQUES · title PARTNER, CEO AND EXECUTIVE COMMITTEE MEMBER → CHAIRMAN
Jan 2, 2014 filing
- No longer listedCROMWELL, WENDY, MILLER · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2011
- No longer listedPANNELL, SAUL, JOSEPH · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 1982
- AddedDUCKWORTH, CHERYL, MCDANIEL · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- AddedLINK, IAN, ROBERT · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
Jan 2, 2013 filing
- No longer listedARGYLE, CHARLES, SEAN · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2010
- No longer listedTROJAN, VERA, MARIA · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2010
- AddedAVERILL, JOHN, FRANKLIN · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- AddedCHOUMENKOVITCH, NICOLAS, MILORAD · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
Jul 12, 2012 filing
- ChangedSWORDS, BRENDAN, JOSEPH · title PARTNER AND EXECUTIVE COMMITTEE MEMBER → PARTNER, PRESIDENT AND EXECUTIVE COMMITTEE MEMBER
- ChangedTRAQUINA, PERRY, MARQUES · title PARTNER, PRESIDENT, CEO AND EXECUTIVE COMMITTEE MEMBER → PARTNER, CEO AND EXECUTIVE COMMITTEE MEMBER
May 16, 2012 filing
- No longer listedTONER, ROBERT, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Dec 2011
- AddedMORRIS, NANCY, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 16, 2012 filing
- No longer listedBOUSA, EDWARD, PETER · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2009
- No longer listedVALONE, JAMES, WILLIAM · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person · listed since Jan 2009
- AddedCHABRIER, LOUIS · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- AddedHELFER, RAY, EUGENE · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
Dec 21, 2011 filing (earliest on record)
- ListedARGYLE, CHARLES, SEAN · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedBOUSA, EDWARD, PETER · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedCLARKE, CYNTHIA, MARY · PARTNER AND CHIEF LEGAL OFFICER · Less than 5%
- ListedCROMWELL, WENDY, MILLER · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedPANNELL, SAUL, JOSEPH · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedPERELMUTER, PHILLIP, H · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedSTEINBORN, EDWARD, JOSEPH · PARTNER AND CHIEF FINANCIAL OFFICER · Less than 5%
- ListedSWORDS, BRENDAN, JOSEPH · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedTONER, ROBERT, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedTRAQUINA, PERRY, MARQUES · PARTNER, PRESIDENT, CEO AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedTROJAN, VERA, MARIA · PARTNER AND EXECUTIVE COMMITTEE MEMBER · Less than 5% · control person
- ListedVALONE, JAMES, WILLIAM · PARTNER AND EXECUTIVE COMMITTEE MEMBER · 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)
- MICRON TECHNOLOGY INC$4.50B +339.8%
- BROADCOM INC$4.11B +26.7%
- ADVANCED MICRO DEVICES INC$4.00B +282.5%
- CARDINAL HEALTH INC$2.63B +290.7%
- KLA CORP$2.35B +110.8%
Top Trims
- META PLATFORMS INC-$2.62B -39.1%
- T-MOBILE US INC-$2.17B -60.0%
- ABBOTT LABORATORIES-$2.03B -72.9%
- WELLS FARGO & CO-$1.98B -37.9%
- MICROSOFT CORP-$1.77B -9.0%
New Positions
- HONEYWELL AEROSPACE INC$1.71B
- HONEYWELL INTL INC$1.31B
- SPACE EXPLORATION TECHN CORP$1.05B
- ASCENDIS PHARMA A/S$413.1M
- CEREBRAS SYSTEMS INC$194.9M
Exited Positions
- HONEYWELL INTL INC$3.76B
- COTERRA ENERGY INC$1.88B
- ASCENDIS PHARMA A/S$402.0M
- AVANTOR INC$189.9M
- CARNIVAL CORP$188.2M
Wellington Management Group LLP 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 | NVIDIA CORPORATION | NVDA | 67066G104 | $20.87B | 3.60% | 104,321,328 | SH |
| 2 | BROADCOM INC | AVGO | 11135F101 | $17.73B | 3.06% | 46,936,674 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $15.93B | 2.75% | 42,714,941 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $15.32B | 2.64% | 52,949,071 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $14.21B | 2.45% | 39,761,760 | SH |
| 6 | ELI LILLY & CO | LLY | 532457108 | $12.17B | 2.10% | 10,148,307 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $11.57B | 1.99% | 48,558,415 | SH |
| 8 | MERCK & CO INC | MRK | 58933Y105 | $10.32B | 1.78% | 80,325,014 | SH |
| 9 | MASTERCARD INCORPORATED | MA | 57636Q104 | $5.76B | 0.99% | 11,218,461 | SH |
| 10 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.55B | 0.96% | 21,849,950 | SH |
| 11 | MICRON TECHNOLOGY INC | MU | 595112103 | $5.04B | 0.87% | 4,367,108 | SH |
| 12 | ASTRAZENECA PLC | AZN | G0593M107 | $4.96B | 0.85% | 26,363,625 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $4.66B | 0.80% | 13,192,556 | SH |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $4.49B | 0.77% | 7,721,556 | SH |
| 15 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $4.21B | 0.73% | 10,129,410 | SH |
| 16 | BLACKROCK INC | BLK | 09290D101 | $4.08B | 0.70% | 4,246,475 | SH |
| 17 | KLA CORP | KLAC | 482480100 | $3.96B | 0.68% | 13,136,249 | SH |
| 18 | SEMPRA | SRE | 816851109 | $3.74B | 0.64% | 40,363,593 | SH |
| 19 | TEXAS INSTRS INC | TXN | 882508104 | $3.74B | 0.64% | 12,534,215 | SH |
| 20 | TESLA INC | TSLA | 88160R101 | $3.63B | 0.63% | 8,629,507 | SH |
| 21 | META PLATFORMS INC | META | 30303M102 | $3.62B | 0.62% | 6,422,622 | SH |
| 22 | TARGA RES CORP | TRGP | 87612G101 | $3.43B | 0.59% | 12,790,941 | SH |
| 23 | CVS HEALTH CORP | CVS | 126650100 | $3.27B | 0.56% | 31,574,388 | SH |
| 24 | CARDINAL HEALTH INC | CAH | 14149Y108 | $3.25B | 0.56% | 13,698,841 | SH |
| 25 | VISA INC | V | 92826C839 | $3.22B | 0.56% | 9,391,944 | SH |
| 26 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $3.18B | 0.55% | 8,220,244 | SH |
| 27 | WELLS FARGO & CO | WFC | 949746101 | $3.08B | 0.53% | 37,285,409 | SH |
| 28 | DANAHER CORP DEL | DHR | 235851102 | $3.02B | 0.52% | 15,832,019 | SH |
| 29 | PHILIP MORRIS INTL INC | PM | 718172109 | $2.98B | 0.51% | 16,491,669 | SH |
| 30 | CORNING INC | GLW | 219350105 | $2.97B | 0.51% | 11,637,938 | SH |
| 31 | WELLTOWER INC | WELL | 95040Q104 | $2.93B | 0.51% | 12,929,199 | SH |
| 32 | DISNEY WALT CO | DIS | 254687106 | $2.88B | 0.50% | 29,882,498 | SH |
| 33 | DIAMONDBACK ENERGY INC | FANG | 25278X109 | $2.79B | 0.48% | 15,855,522 | SH |
| 34 | AMPHENOL CORP | APH | 032095101 | $2.77B | 0.48% | 15,725,824 | SH |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.69B | 0.46% | 5,627,016 | SH |
| 36 | EATON CORP PLC | ETN | G29183103 | $2.68B | 0.46% | 6,286,235 | SH |
| 37 | UBS GROUP AG | UBS | H42097107 | $2.67B | 0.46% | 53,793,867 | SH |
| 38 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $2.64B | 0.46% | 15,842,969 | SH |
| 39 | DOMINION ENERGY INC | D | 25746U109 | $2.63B | 0.45% | 38,503,396 | SH |
| 40 | HOME DEPOT INC | HD | 437076102 | $2.62B | 0.45% | 7,422,678 | SH |
| 41 | STRYKER CORPORATION | SYK | 863667101 | $2.48B | 0.43% | 7,868,036 | SH |
| 42 | BANK OF AMER CORP | BAC | 060505104 | $2.43B | 0.42% | 42,602,000 | SH |
| 43 | FLEX LTD | FLEX | Y2573F102 | $2.40B | 0.41% | 14,788,431 | SH |
| 44 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $2.39B | 0.41% | 4,688,997 | SH |
| 45 | LINDE PLC | LIN | G54950103 | $2.37B | 0.41% | 4,569,048 | SH |
| 46 | GE AEROSPACE | GE | 369604301 | $2.34B | 0.40% | 6,270,520 | SH |
| 47 | WILLIAMS COS INC | WMB | 969457100 | $2.31B | 0.40% | 31,140,231 | SH |
| 48 | INTEL CORP | INTC | 458140100 | $2.20B | 0.38% | 15,764,761 | SH |
| 49 | NASDAQ INC | NDAQ | 631103108 | $2.20B | 0.38% | 27,907,237 | SH |
| 50 | COCA COLA CO | KO | 191216100 | $2.17B | 0.37% | 26,715,150 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $580.17B | 7,448 | 0000902219-26-000311 |
| 2026-03-31 | 2026-05-15 | $535.46B | 7,458 | 0000902219-26-000209 |
| 2025-12-31 | 2026-02-17 | $570.66B | 7,580 | 0000902219-26-000103 |
| 2025-09-30 | 2025-11-14 | $571.31B | 7,635 | 0000902219-25-000462 |
Filer Information
Address
C/O WELLINGTON MANAGEMENT COMPANY LLP280 CONGRESS STREET
BOSTON, MA 02210
Phone
(617) 951-5000
Filing Manager
WELLINGTON MANAGEMENT GROUP LLP
Boston, MA
Signatory
Jason Cronin
Managing Director