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Janus Henderson Group PLC

SEC CIK
0001274173
Latest filing
May 18, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
2,544
+354 vs. Q3 2021
Portfolio value
$239.8B
+$11.1B (+4.9%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Janus Henderson Group PLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock42,752,466$14.4B6.0%+471,726+1.1%AddedHistory
AAPLApple Inc.Stock59,244,923$10.5B4.4%+5,492,641+10.2%AddedHistory
AMZNAmazon Com IncStock2,293,610$7.65B3.2%+212,193+10.2%AddedHistory
GOOGAlphabet Inc.Stock2,218,509$6.42B2.7%+1,272+0.1%AddedHistory
NVDANVIDIA CorpStock15,063,737$4.43B1.8%−2,768,280−15.5%ReducedHistory
MAMastercard IncStock10,607,404$3.81B1.6%−1,178,779−10.0%ReducedHistory
ADBEAdobe Inc.Stock6,384,619$3.62B1.5%−136,195−2.1%ReducedHistory
UNHUnitedHealth Group IncStock6,343,583$3.19B1.3%+1,262,424+24.8%AddedHistory
METAMeta Platforms, Inc.Stock7,895,069$2.66B1.1%−3,278,689−29.3%ReducedHistory
LRCXLam Research CorpCOM3,161,303$2.27B0.9%−73,244−2.3%ReducedHistory
ABBVAbbVie Inc.Stock14,788,571$2.00B0.8%−1,658,755−10.1%ReducedHistory
TXNTexas Instruments IncStock10,612,921$2.00B0.8%−2,485,358−19.0%ReducedHistory
NFLXNetflix IncStock3,203,964$1.93B0.8%+95,644+3.1%AddedHistory
PGProcter & Gamble CoStock11,423,198$1.87B0.8%−674,716−5.6%ReducedHistory
DHRDanaher CorpStock5,575,139$1.83B0.8%+158,266+2.9%AddedHistory
NKENIKE, Inc.Stock10,852,848$1.81B0.8%+732,119+7.2%AddedHistory
BSXBoston Scientific CorpStock41,240,382$1.75B0.7%−8,681,123−17.4%ReducedHistory
ALGNAlign Technology IncCOM2,581,830$1.70B0.7%+488,077+23.3%AddedHistory
UPSUnited Parcel Service IncStock7,248,855$1.55B0.6%−1,210,902−14.3%ReducedHistory
SHWSherwin Williams CoCOM4,359,994$1.54B0.6%−107,807−2.4%ReducedHistory
BXBlackstone Inc.COM11,661,997$1.51B0.6%−1,207,796−9.4%ReducedHistory
LLYEli Lilly & CoStock5,460,378$1.51B0.6%+680,641+14.2%AddedHistory
VVisa Inc.Stock6,874,858$1.49B0.6%−1,921,825−21.8%ReducedHistory
DEDeere & CoStock4,236,975$1.45B0.6%+1,024,093+31.9%AddedHistory
KLACKLA CorpCOM NEW3,257,881$1.40B0.6%+105,245+3.3%AddedHistory
ACNAccenture plcStock3,366,087$1.40B0.6%+42,759+1.3%AddedHistory
FERGFerguson Enterprises Inc.SHS7,777,852$1.38B0.6%−88,876−1.1%ReducedHistory
MSMorgan StanleyStock14,037,219$1.38B0.6%+734,628+5.5%AddedHistory
SSNCSS&C Technologies Holdings IncCOM16,641,835$1.36B0.6%+563,813+3.5%AddedHistory
DISWalt Disney CoStock8,804,572$1.36B0.6%+522,745+6.3%AddedHistory
EWEdwards Lifesciences CorpStock10,489,316$1.36B0.6%−711,326−6.4%ReducedHistory
ABTAbbott LaboratoriesStock9,148,654$1.29B0.5%−878,038−8.8%ReducedHistory
WDAYWorkday, Inc.CL A4,678,754$1.28B0.5%+766,786+19.6%AddedHistory
ASMLASML Holding NVADR1,578,742$1.26B0.5%−950.0%ReducedHistory
LPLALPL Financial Holdings Inc.COM7,756,363$1.24B0.5%−55,904−0.7%ReducedHistory
ONOn Semiconductor CorpStock18,150,175$1.23B0.5%−266,812−1.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock1,838,902$1.23B0.5%−26,038−1.4%ReducedHistory
SNAPSnap IncStock25,868,625$1.22B0.5%+4,519,068+21.2%AddedHistory
GOOGLAlphabet Inc.Stock400,979$1.16B0.5%+52,687+15.1%AddedHistory
TELTE Connectivity plcREG SHS7,165,305$1.16B0.5%−269,514−3.6%ReducedHistory
BKNGBooking Holdings Inc.Stock474,228$1.14B0.5%−138,704−22.6%ReducedHistory
CTLTCatalent, Inc.COM8,810,169$1.13B0.5%−105,454−1.2%ReducedHistory
COSTCostco Wholesale CorpStock1,974,358$1.12B0.5%−64,637−3.2%ReducedHistory
HDHome Depot, Inc.Stock2,586,189$1.07B0.4%−728,308−22.0%ReducedHistory
MCDMcDonalds CorpStock3,935,128$1.05B0.4%−75,794−1.9%ReducedHistory
AMDAdvanced Micro Devices IncStock6,981,522$1.00B0.4%−675,412−8.8%ReducedHistory
FWONKLiberty Media CorpCOM SER C FRMLA15,667,578$990.8M0.4%−511,420−3.2%ReducedHistory
JBHTHunt J B Transport Services IncCOM4,823,314$985.9M0.4%+12,324+0.3%AddedHistory
DXCMDexcom IncCOM1,816,916$975.6M0.4%−798,824−30.5%ReducedHistory
FISFidelity National Information Services, Inc.Stock8,872,718$968.5M0.4%+812,719+10.1%AddedHistory
MRKMerck & Co., Inc.Stock12,595,778$965.4M0.4%−4,881,403−27.9%ReducedHistory
AXPAmerican Express CoStock5,895,502$964.5M0.4%+1,044,011+21.5%AddedHistory
AMTAmerican Tower CorpREIT3,281,428$959.8M0.4%+295,520+9.9%AddedHistory
CSGPCostar Group, Inc.COM12,105,968$956.7M0.4%+446,780+3.8%AddedHistory
NICENICE Ltd.SPONSORED ADR2,970,514$901.8M0.4%−511,015−14.7%ReducedHistory
HONHoneywell International IncCOM4,185,989$872.8M0.4%−420,753−9.1%ReducedHistory
CCKCrown Holdings, Inc.COM7,809,786$863.9M0.4%−191,405−2.4%ReducedHistory
BACBank of America CorpStock19,323,510$859.7M0.4%+796,140+4.3%AddedHistory
CZRCaesars Entertainment, Inc.COM9,150,321$855.8M0.4%+1,691,981+22.7%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock4,665,474$852.9M0.4%−979,809−17.4%ReducedHistory
TWLOTwilio IncCL A3,168,894$834.5M0.3%+1,059,726+50.2%AddedHistory
MRVLMarvell Technology, Inc.COM9,521,478$833.2M0.3%+903,234+10.5%AddedHistory
CMCSAComcast CorpStock16,536,399$832.3M0.3%+843,392+5.4%AddedHistory
ADSKAutodesk, Inc.COM2,950,587$829.8M0.3%−183,374−5.9%ReducedHistory
MTCHMatch Group, Inc.COM6,243,160$825.7M0.3%+1,605,025+34.6%AddedHistory
COOCooper Companies, Inc.COM NEW1,929,824$808.5M0.3%−238,142−11.0%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,572,980$790.8M0.3%+263,799+4.2%AddedHistory
AONAon plcCL A2,572,892$773.3M0.3%−355,307−12.1%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock3,610,234$769.8M0.3%−3,347,222−48.1%ReducedHistory
CMECME Group Inc.COM3,367,400$769.4M0.3%+4880.0%AddedHistory
PGRProgressive CorpStock7,467,104$766.5M0.3%−586,403−7.3%ReducedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS7,052,188$760.0M0.3%+998,456+16.5%AddedHistory
STESTERIS plcSHS USD3,036,333$739.1M0.3%+149,733+5.2%AddedHistory
ICLRIcon PLCCOM2,345,721$726.6M0.3%+109,277+4.9%AddedHistory
QCOMQualcomm IncStock3,946,111$721.8M0.3%−693,683−15.0%ReducedHistory
CDNSCadence Design Systems IncStock3,801,491$708.4M0.3%−317,081−7.7%ReducedHistory
DAYDayforce, Inc.COM6,759,713$706.1M0.3%+113,909+1.7%AddedHistory
TDYTeledyne Technologies IncCOM1,596,115$697.3M0.3%+3,427+0.2%AddedHistory
APTVAptiv PLCSHS4,218,253$695.8M0.3%−106,136−2.5%ReducedHistory
TEAMAtlassian CorpCL A1,763,110$672.3M0.3%−464,619−20.9%ReducedHistory
INTUIntuit Inc.Stock1,023,859$658.6M0.3%+84,321+9.0%AddedHistory
STZConstellation Brands, Inc.Stock2,618,190$657.1M0.3%+422,538+19.2%AddedHistory
SRPTSarepta Therapeutics, Inc.COM7,245,862$652.5M0.3%−152,736−2.1%ReducedHistory
HUMHumana IncStock1,402,845$650.7M0.3%−212,985−13.2%ReducedHistory
STSensata Technologies Holding plcSHS10,338,268$637.8M0.3%+113,840+1.1%AddedHistory
NBIXNeurocrine Biosciences IncStock7,445,839$634.2M0.3%−1,540,472−17.1%ReducedHistory
IRIngersoll Rand Inc.COM10,157,751$628.5M0.3%−167,223−1.6%ReducedHistory
GDDYGoDaddy Inc.CL A7,377,580$626.1M0.3%+27,204+0.4%AddedHistory
CRMSalesforce, Inc.Stock2,393,117$608.1M0.3%−88,399−3.6%ReducedHistory
MCHPMicrochip Technology IncStock6,951,233$605.2M0.3%+324,229+4.9%AddedConverted for a 2-for-1 splitHistory
UBERUber Technologies, IncStock14,419,264$604.6M0.3%+1,111,844+8.4%AddedHistory
ZENZendesk, Inc.COM5,793,229$604.2M0.3%−1,491,029−20.5%ReducedHistory
FCXFreeport-McMoran IncStock14,289,227$596.3M0.2%−1,563,965−9.9%ReducedHistory
KMXCarMax IncCOM4,546,146$592.0M0.2%+39,524+0.9%AddedHistory
ILMNIllumina, Inc.COM1,545,458$588.0M0.2%−16,108−1.0%ReducedHistory
XRAYDentsply Sirona Inc.Stock10,175,079$567.7M0.2%−522,390−4.9%ReducedHistory
JPMJPMorgan Chase & CoStock3,570,589$565.4M0.2%−297,656−7.7%ReducedHistory
TFXTeleflex IncCOM1,718,139$564.4M0.2%+789,624+85.0%AddedHistory
TMXTerminix Global Holdings IncCOM12,397,702$560.7M0.2%−2,998,538−19.5%ReducedHistory
LAMRLamar Advertising CoREIT4,599,071$557.9M0.2%−787,131−14.6%ReducedHistory

Sold out since Q3 2021 (113)

Positions held at the end of Q3 2021 that are gone from this filing.

The largest 100 of 113 by value last quarter.

Positions of Janus Henderson Group PLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
XLRNAcceleron Pharma IncCOM1,593,352$274.2M0.1%History
ALLKAllakos Inc.COM983,329$104.1M<0.1%History
Altimeter Growth CorpG0370L108CL A7,764,550$79.4M<0.1%–
CSIICardiovascular Systems IncCOM1,525,123$50.1M<0.1%History
SKMSK Telecom Co LtdSPONSORED ADR1,571,309$47.3M<0.1%History
ERICEricsson LM Telephone CoADR B SEK 102,276,381$25.5M<0.1%History
Kensington Capital Acquisiti49006L203UNIT 99/99/99992,836,840$24.3M<0.1%–
Bancorpsouth BK Tupelo Miss05971J102COM689,739$20.5M<0.1%–
KALVKalVista Pharmaceuticals, Inc.COM1,141,683$19.9M<0.1%History
CMBTCmb.tech NVSHS1,990,822$19.4M<0.1%History
RELYRemitly Global, Inc.COM500,000$18.4M<0.1%History
LENZLENZ Therapeutics, Inc.COM958,079$15.2M<0.1%History
HRCHill-Rom Holdings, Inc.COM93,435$14.0M<0.1%History
DCPHDeciphera Pharmaceuticals, Inc.COM407,237$13.8M<0.1%History
KSUKansas City SouthernCOM NEW45,708$12.4M<0.1%History
PPDPPD, Inc.COM236,956$11.1M<0.1%History
GS Acquisition Hldgs Corp II36258Q105COM CL A1,069,562$10.9M<0.1%–
ROADConstruction Partners, Inc.COM CL A325,861$10.9M<0.1%History
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF166,591$9.03M<0.1%–
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD1,708,458$9.01M<0.1%History
MDLAMedallia, Inc.COM241,700$8.19M<0.1%History
EPDEnterprise Products Partners L.P.Stock322,598$6.98M<0.1%History
HYHyster-Yale, Inc.CL A130,727$6.57M<0.1%History
CLDRCloudera, Inc.COM402,411$6.42M<0.1%History
Ironsource LtdM5R75Y101CL A ORD SHS584,547$6.35M<0.1%–
INOVInovalon Holdings, Inc.COM CL A153,268$6.18M<0.1%History
Echo Global Logistics, Inc.27875T101COM125,558$5.99M<0.1%–
Lydall Inc550819106COM93,944$5.83M<0.1%–
DOCSDoximity, Inc.CL A71,076$5.74M<0.1%History
EXASExact Sciences CorpCOM59,466$5.68M<0.1%History
UFSDomtar CORPCOM NEW93,142$5.09M<0.1%History
CVACovanta Holding CorpCOM250,012$5.03M<0.1%History
VERVEREIT, Inc.COM108,113$4.89M<0.1%History
CAI International, Inc.12477X106COM86,956$4.86M<0.1%–
EAREargo, Inc.COM692,213$4.66M<0.1%History
VNETVNET Group, Inc.SPONSORED ADS A247,019$4.27M<0.1%History
GGenpact LTDSHS82,977$3.94M<0.1%History
CXPColumbia Property Trust, Inc.COM NEW196,700$3.74M<0.1%History
UPSTUpstart Holdings, Inc.COM11,186$3.54M<0.1%History
NBISNebius Group N.V.Stock43,294$3.45M<0.1%History
SVRASavara IncCOM2,034,586$2.82M<0.1%History
CoreSite Realty Corp21870Q105COM18,754$2.60M<0.1%–
NWSNews CorpCL B111,636$2.59M<0.1%History
STMPStamps.com IncCOM NEW6,845$2.26M<0.1%History
ERIEErie Indemnity CoCL A11,258$2.01M<0.1%History
Score Media & Gaming Inc80919D202CL A SUB VTG SHS58,445$2.00M<0.1%–
VIRXViracta Therapeutics, Inc.COM249,686$2.00M<0.1%History
EBSBMeridian Bancorp, Inc.COM95,639$1.99M<0.1%History
ZLABZai Lab LtdADR15,783$1.66M<0.1%History
NVAXNovavax IncCOM NEW7,044$1.46M<0.1%History
CPACopa Holdings, S.A.CL A17,857$1.45M<0.1%History
SGFYSignify Health, Inc.CL A COM73,708$1.32M<0.1%History
JDJD.com, Inc.SPON ADS CL A17,016$1.23M<0.1%History
ONONOn Holding AGStock40,603$1.22M<0.1%History
INNVInnovAge Holding Corp.COM175,507$1.16M<0.1%History
CNACna Financial CorpCOM26,069$1.09M<0.1%History
DKNGDraftKings Inc.COM CL A20,832$1.00M<0.1%History
LAWCS Disco, Inc.COM20,000$959.0K<0.1%History
AAWWAtlas Air Worldwide Holdings IncCOM NEW11,268$920.0K<0.1%History
BILIBilibili Inc.SPONS ADS REP Z13,268$878.0K<0.1%History
FRSHFreshworks Inc.Stock20,000$853.0K<0.1%History
ONCROncorus, Inc.COM81,030$758.0K<0.1%History
ASANAsana, Inc.CL A6,459$671.0K<0.1%History
FSMFortuna Mining Corp.COM170,518$670.0K<0.1%History
PAGSPagSeguro Digital Ltd.COM CL A11,808$610.0K<0.1%History
MITKMitek Systems IncCOM NEW31,423$581.0K<0.1%History
Pathfinder Acquisition CorpG04119114UNIT 02/17/202656,459$567.0K<0.1%–
TUYATuya Inc.SPONSERED ADS62,205$564.0K<0.1%History
Kensington Capital Acquisiti49006L104COM CL A67,464$558.0K<0.1%–
ZYXIZynex IncCOM47,114$537.0K<0.1%History
RPIDRapid Micro Biosystems, Inc.CLASS A COM28,870$536.0K<0.1%History
RLAYRelay Therapeutics, Inc.COM17,004$534.0K<0.1%History
Mcap Acquisition Corp55282T208UNIT 02/18/203046,272$471.0K<0.1%–
Alkuri Global Acquisition Corp.66981N202UNIT 01/01/202844,176$455.0K<0.1%–
Thimble Point Acquisition Co88408P206UNIT 99/99/999944,045$449.0K<0.1%–
USLMUnited States Lime & Minerals IncCOM3,667$443.0K<0.1%History
WMKWeis Markets IncCOM7,746$407.0K<0.1%History
CF Acquisition Corp V12520R205UNIT 01/25/202639,886$407.0K<0.1%–
Virtuoso Acquisition Corp.92837J203UNIT 01/14/202536,749$386.0K<0.1%–
HYPRHyperfine, Inc.CL A SHS38,444$381.0K<0.1%History
GSKGSK plcSPONSORED ADR9,589$366.0K<0.1%History
CLRContinental Resources, IncCOM7,354$339.0K<0.1%History
CSODCornerstone OnDemand IncCOM5,600$321.0K<0.1%History
ONCBeOne Medicines Ltd.ADR882$320.0K<0.1%History
Marquee Raine Acquisition CoG58442115UNIT 12/01/202529,686$307.0K<0.1%–
GIGCAPITAL4 Inc37518G200UNIT 99/99/999929,263$298.0K<0.1%–
Altimar Acquisition Corp IIG03709113UNIT 99/99/999929,472$298.0K<0.1%–
ARVNArvinas, Inc.COM3,608$296.0K<0.1%History
CADECadence BancorporationCL A12,707$279.0K<0.1%History
RPAIRetail Properties of America, Inc.CL A21,661$279.0K<0.1%History
NHCNational Healthcare CorpCOM3,880$272.0K<0.1%History
MDPHawkeye Acquisition, Inc.COM4,091$228.0K<0.1%History
TTETotalEnergies SESPONSORED ADS4,539$218.0K<0.1%History
RAVNRaven Industries IncCOM3,618$208.0K<0.1%History
LORLLoral Space & Communications Inc.COM4,695$202.0K<0.1%History
ALLOAllogene Therapeutics, Inc.COM7,795$200.0K<0.1%History
Altimeter Growth CorpG0370L124UNIT 99/99/999917,909$191.0K<0.1%–
Foresight Acquisition Corp34552Y205UNIT 01/29/202614,779$150.0K<0.1%–
MLTXMoonLake ImmunotherapeuticsCOM CL A15,168$150.0K<0.1%History
DSPViant Technology Inc.COM CL A11,939$146.0K<0.1%History