WELLINGTON MANAGEMENT GROUP LLP — 13F Holdings & Portfolio

CIK 902219 · latest 13F-HR filed 2026-05-15

WELLINGTON MANAGEMENT GROUP LLP manages $535.46B in 13F-reported U.S. long-equity assets across 7,458 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (3.74%), MSFT (3.20%), AAPL (2.71%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 154 new positions, exited 181, added to 641, and trimmed 839.

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

$535.46B

Long-equity book

Holdings

7,458

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+154 / −181 / ↑641 / ↓839

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIAMONDBACK ENERGY INC$1.99B +407.7%
  • BLACKROCK INC$1.95B +125.7%
  • NORTHROP GRUMMAN CORP$1.79B +112.4%
  • KLA CORP$1.59B +298.5%
  • EATON CORP PLC$1.46B +249.0%
Show all 641

Top Trims

  • APPLE INC-$4.51B -21.5%
  • ALPHABET INC-$4.24B -23.6%
  • MICROSOFT CORP-$4.13B -17.5%
  • NVIDIA CORPORATION-$2.90B -11.0%
  • UNITEDHEALTH GROUP INC-$2.45B -47.3%
Show all 839

New Positions

  • ASTRAZENECA PLC$4.63B
  • PINNACLE FINL PARTNERS INC$786.0M
  • SUNBELT RENTALS HOLDINGS INC$702.9M
  • QIAGEN NV$575.1M
  • AMCOR PLC$254.0M
Show all 154

Exited Positions

  • ASTRAZENECA PLC$2.10B
  • QIAGEN NV$641.0M
  • SYNOVUS FINL CORP$340.8M
  • PINNACLE FINL PARTNERS INC$292.6M
  • AMCOR PLC$272.9M
Show all 181
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 NVIDIA CORPORATION NVDA 67066G104 $20.01B 3.74% 114,747,459 SH
2 MICROSOFT CORP MSFT 594918104 $17.16B 3.20% 46,355,250 SH
3 APPLE INC AAPL 037833100 $14.54B 2.71% 57,278,904 SH
4 BROADCOM INC AVGO 11135F101 $13.96B 2.61% 45,097,485 SH
5 ALPHABET INC GOOGL 02079K305 $12.38B 2.31% 43,068,886 SH
6 ELI LILLY & CO LLY 532457108 $11.42B 2.13% 12,413,084 SH
7 AMAZON COM INC AMZN 023135106 $11.25B 2.10% 54,019,890 SH
8 MERCK & CO INC MRK 58933Y105 $9.48B 1.77% 78,841,241 SH
9 META PLATFORMS INC META 30303M102 $5.91B 1.10% 10,336,316 SH
10 MASTERCARD INCORPORATED MA 57636Q104 $5.75B 1.07% 11,511,707 SH
11 WELLS FARGO & CO WFC 949746101 $4.92B 0.92% 61,764,201 SH
12 JOHNSON & JOHNSON JNJ 478160104 $4.77B 0.89% 19,534,162 SH
13 ASTRAZENECA PLC AZN G0593M107 $4.20B 0.78% 21,555,909 SH
14 SEMPRA SRE 816851109 $4.14B 0.77% 42,649,548 SH
15 HONEYWELL INTL INC HON 438516106 $3.66B 0.68% 16,203,483 SH
16 EXXON MOBIL CORP XOM 30231G102 $3.55B 0.66% 20,951,236 SH
17 TARGA RES CORP TRGP 87612G101 $3.43B 0.64% 13,679,529 SH
18 T-MOBILE US INC TMUS 872590104 $3.38B 0.63% 16,106,633 SH
19 BLACKROCK INC BLK 09290D101 $3.37B 0.63% 3,504,498 SH
20 NORTHROP GRUMMAN CORP NOC 666807102 $3.23B 0.60% 4,735,076 SH
21 TESLA INC TSLA 88160R101 $3.04B 0.57% 8,173,074 SH
22 ALPHABET INC GOOG 02079K107 $2.98B 0.56% 10,402,722 SH
23 HOME DEPOT INC HD 437076102 $2.94B 0.55% 8,938,791 SH
24 VISA INC V 92826C839 $2.94B 0.55% 9,720,730 SH
25 NETFLIX INC. NFLX 64110L106 $2.91B 0.54% 30,294,312 SH
26 WELLTOWER INC WELL 95040Q104 $2.85B 0.53% 14,434,703 SH
27 NASDAQ INC NDAQ 631103108 $2.83B 0.53% 33,298,954 SH
28 MARSH & MCLENNAN COS INC MRSH 571748102 $2.81B 0.52% 16,181,371 SH
29 DOMINION ENERGY INC D 25746U109 $2.73B 0.51% 44,237,481 SH
30 ABBOTT LABORATORIES ABT 002824100 $2.71B 0.51% 26,425,366 SH
31 DANAHER CORP DEL DHR 235851102 $2.71B 0.51% 14,273,398 SH
32 PHILIP MORRIS INTL INC PM 718172109 $2.66B 0.50% 16,081,680 SH
33 UNITEDHEALTH GROUP INC UNH 91324P102 $2.60B 0.49% 9,619,002 SH
34 TEXAS INSTRS INC TXN 882508104 $2.55B 0.48% 13,143,831 SH
35 CISCO SYS INC CSCO 17275R102 $2.51B 0.47% 32,368,459 SH
36 STRYKER CORPORATION SYK 863667101 $2.51B 0.47% 7,639,194 SH
37 DISNEY WALT CO DIS 254687106 $2.49B 0.47% 25,871,507 SH
38 LINDE PLC LIN G54950103 $2.43B 0.45% 4,907,642 SH
39 DIAMONDBACK ENERGY INC FANG 25278X109 $2.38B 0.44% 12,037,145 SH
40 S&P GLOBAL INC SPGI 78409V104 $2.37B 0.44% 5,574,658 SH
41 NXP SEMICONDUCTORS N V NXPI N6596X109 $2.30B 0.43% 11,669,051 SH
42 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.28B 0.43% 6,743,685 SH
43 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $2.24B 0.42% 7,641,500 SH
44 BANK AMERICA CORP BAC 060505104 $2.21B 0.41% 45,272,191 SH
45 UNILEVER PLC UL 904767803 $2.13B 0.40% 37,316,239 SH
46 TJX COS INC NEW TJX 872540109 $2.09B 0.39% 13,079,135 SH
47 AMERICAN INTL GROUP INC AIG 026874784 $2.04B 0.38% 27,145,251 SH
48 NIKE INC NKE 654106103 $1.98B 0.37% 37,564,621 SH
49 AUTOMATIC DATA PROCESSING IN ADP 053015103 $1.98B 0.37% 9,742,980 SH
50 KLA CORP KLAC 482480100 $1.95B 0.36% 1,327,160 SH
Filing History
Period Filed AUM Holdings Accession
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