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Livermore
Livermore
ZHEN

Janus Henderson Group PLC

SEC CIK
0001274173
Latest filing
May 18, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
2,456
+283 vs. Q3 2022
Portfolio value
$140.0B
+$6.52B (+4.9%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Janus Henderson Group PLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock32,758,970$7.86B5.6%−1,087,565−3.2%ReducedHistory
AAPLApple Inc.Stock32,877,626$4.27B3.1%−3,489,794−9.6%ReducedHistory
MAMastercard IncStock9,214,085$3.20B2.3%−665,673−6.7%ReducedHistory
UNHUnitedHealth Group IncStock5,657,948$3.00B2.1%−28,690−0.5%ReducedHistory
ABBVAbbVie Inc.Stock15,524,572$2.51B1.8%−679,274−4.2%ReducedHistory
GOOGAlphabet Inc.Stock27,592,021$2.45B1.7%−5,275,547−16.1%ReducedHistory
AMZNAmazon Com IncStock26,971,478$2.27B1.6%−5,344,001−16.5%ReducedHistory
DEDeere & CoStock4,419,124$1.89B1.4%−698,166−13.6%ReducedHistory
WDAYWorkday, Inc.CL A9,124,525$1.53B1.1%−729,952−7.4%ReducedHistory
MRKMerck & Co., Inc.Stock13,390,230$1.49B1.1%−305,063−2.2%ReducedHistory
NVDANVIDIA CorpStock10,002,278$1.46B1.0%−776,601−7.2%ReducedHistory
TXNTexas Instruments IncStock8,624,572$1.42B1.0%+194,961+2.3%AddedHistory
TJXTJX Companies IncStock17,054,025$1.36B1.0%+188,785+1.1%AddedHistory
LLYEli Lilly & CoStock3,640,670$1.33B1.0%−79,912−2.1%ReducedHistory
UPSUnited Parcel Service IncStock6,975,088$1.21B0.9%+530,603+8.2%AddedHistory
AMDAdvanced Micro Devices IncStock18,498,463$1.20B0.9%+3,368,244+22.3%AddedHistory
JPMJPMorgan Chase & CoStock8,557,505$1.15B0.8%+2,780,896+48.1%AddedHistory
ONOn Semiconductor CorpStock18,255,133$1.14B0.8%+872,018+5.0%AddedHistory
BKNGBooking Holdings Inc.Stock551,704$1.11B0.8%+23,939+4.5%AddedHistory
LRCXLam Research CorpCOM2,596,350$1.09B0.8%−81,918−3.1%ReducedHistory
PGProcter & Gamble CoStock7,181,506$1.09B0.8%+375,923+5.5%AddedHistory
SCHWSchwab Charles CorpStock13,029,053$1.08B0.8%+573,647+4.6%AddedHistory
NKENIKE, Inc.Stock9,100,472$1.06B0.8%−94,859−1.0%ReducedHistory
BSXBoston Scientific CorpStock22,514,981$1.04B0.7%−1,843,415−7.6%ReducedHistory
CSGPCostar Group, Inc.COM12,998,311$1.00B0.7%−1,512,513−10.4%ReducedHistory
TELTE Connectivity plcREG SHS8,681,995$996.7M0.7%+736,498+9.3%AddedHistory
VVisa Inc.Stock4,474,597$929.8M0.7%−789,837−15.0%ReducedHistory
DHRDanaher CorpStock3,436,720$912.2M0.7%−1,244,331−26.6%ReducedHistory
KLACKLA CorpCOM NEW2,412,993$909.8M0.6%−20,161−0.8%ReducedHistory
ABTAbbott LaboratoriesStock7,909,909$868.4M0.6%+643,671+8.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,543,876$850.2M0.6%−3,952−0.3%ReducedHistory
ASMLASML Holding NVADR1,544,220$843.8M0.6%−79,554−4.9%ReducedHistory
FERGFerguson Enterprises Inc.SHS6,592,874$834.7M0.6%−409,717−5.9%ReducedHistory
FWONKLiberty Media CorpCOM SER C FRMLA13,677,152$817.6M0.6%−10,433−0.1%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM6,028,016$781.1M0.6%−449,973−6.9%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM14,973,823$779.5M0.6%+71,068+0.5%AddedHistory
METAMeta Platforms, Inc.Stock6,465,846$778.1M0.6%+3,652,705+129.8%AddedHistory
AMTAmerican Tower CorpREIT3,665,577$776.6M0.6%−608,919−14.2%ReducedHistory
SHWSherwin Williams CoCOM3,201,379$759.8M0.5%+1,820,193+131.8%AddedHistory
LPLALPL Financial Holdings Inc.COM3,462,824$748.6M0.5%−2,314,268−40.1%ReducedHistory
MCDMcDonalds CorpStock2,838,138$747.9M0.5%+119,509+4.4%AddedHistory
TEAMAtlassian CorpCL A5,733,649$737.8M0.5%+151,214+2.7%AddedHistory
PGRProgressive CorpStock5,686,637$737.6M0.5%+325,700+6.1%AddedHistory
HWMHowmet Aerospace Inc.Stock18,706,943$737.2M0.5%+7,055,431+60.6%AddedHistory
MSMorgan StanleyStock8,168,750$694.5M0.5%−35,029−0.4%ReducedHistory
TMUST-Mobile US, Inc.Stock4,925,389$689.6M0.5%+366,615+8.0%AddedHistory
GDGeneral Dynamics CorpStock2,696,451$669.0M0.5%−13,426−0.5%ReducedHistory
HDHome Depot, Inc.Stock2,075,958$655.7M0.5%−92,297−4.3%ReducedHistory
BXBlackstone Inc.COM8,810,811$653.7M0.5%+1,626,517+22.6%AddedHistory
JBHTHunt J B Transport Services IncCOM3,711,920$647.2M0.5%−491,191−11.7%ReducedHistory
ACNAccenture plcStock2,418,934$645.5M0.5%+508,502+26.6%AddedHistory
DOXAmdocs LtdSHS6,999,450$636.3M0.5%+42,385+0.6%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock3,047,268$634.5M0.5%+104,854+3.6%AddedHistory
CMECME Group Inc.COM3,757,290$631.8M0.5%+1,347,345+55.9%AddedHistory
WEXWEX Inc.COM3,827,186$626.3M0.4%+12,073+0.3%AddedHistory
AXPAmerican Express CoStock4,180,074$617.6M0.4%+169,012+4.2%AddedHistory
CMCSAComcast CorpStock17,004,188$594.6M0.4%+2,483,589+17.1%AddedHistory
FLEXFlex Ltd.Stock26,869,680$576.6M0.4%−489,110−1.8%ReducedHistory
HONHoneywell International IncCOM2,672,140$572.6M0.4%−589,300−18.1%ReducedHistory
TDYTeledyne Technologies IncCOM1,415,611$566.1M0.4%+42,684+3.1%AddedHistory
IRIngersoll Rand Inc.COM10,706,183$559.4M0.4%+277,260+2.7%AddedHistory
GDDYGoDaddy Inc.CL A7,391,661$553.0M0.4%−12,869−0.2%ReducedHistory
TFXTeleflex IncCOM2,144,013$535.2M0.4%+30,337+1.4%AddedHistory
CCKCrown Holdings, Inc.COM6,443,206$529.7M0.4%+476,684+8.0%AddedHistory
BACBank of America CorpStock15,776,197$522.5M0.4%+451,746+2.9%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock5,174,995$516.5M0.4%+128,456+2.5%AddedHistory
STZConstellation Brands, Inc.Stock2,214,152$513.1M0.4%−146,384−6.2%ReducedHistory
CZRCaesars Entertainment, Inc.COM12,298,927$511.6M0.4%−677,650−5.2%ReducedHistory
WRBBerkley W R CorpCOM7,048,591$511.5M0.4%−2,245,648−24.2%ReducedHistory
RTORentokil Initial PLCSPONSORED ADR16,564,405$510.3M0.4%+16,564,405NewHistory
MCHPMicrochip Technology IncStock7,141,142$501.7M0.4%+151,744+2.2%AddedHistory
COPConocoPhillipsStock4,169,933$492.1M0.4%+560,633+15.5%AddedHistory
FCXFreeport-McMoran IncStock12,809,149$486.7M0.3%−129,990−1.0%ReducedHistory
NICENICE Ltd.SPONSORED ADR2,454,644$472.0M0.3%−41,150−1.6%ReducedHistory
SBUXStarbucks CorpStock4,726,243$468.8M0.3%+213,224+4.7%AddedHistory
NXPINXP Semiconductors N.V.COM2,950,072$466.2M0.3%+635,693+27.5%AddedHistory
HUMHumana IncStock885,743$453.7M0.3%−49,134−5.3%ReducedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS3,949,519$449.4M0.3%−2,087,499−34.6%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR3,643,955$445.0M0.3%−192,803−5.0%ReducedHistory
BMYBristol Myers Squibb CoStock6,060,223$436.0M0.3%−1,339,991−18.1%ReducedHistory
STESTERIS plcSHS USD2,312,632$427.1M0.3%−34,781−1.5%ReducedHistory
ADIAnalog Devices IncStock2,583,182$423.7M0.3%+739,125+40.1%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock3,149,327$422.4M0.3%+38,564+1.2%AddedHistory
MNSTMonster Beverage CorpCOM4,154,541$421.8M0.3%+123,330+3.1%AddedHistory
GMEDGlobus Medical IncStock5,633,954$418.4M0.3%−1,408,238−20.0%ReducedHistory
CTVACorteva, Inc.Stock7,000,691$411.5M0.3%−73,714−1.0%ReducedHistory
DAYDayforce, Inc.COM6,309,082$404.7M0.3%+141,929+2.3%AddedHistory
LAMRLamar Advertising CoREIT4,270,301$403.1M0.3%+129,809+3.1%AddedHistory
ICUIIcu Medical IncCOM2,557,226$402.7M0.3%+49,767+2.0%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM3,888,444$402.4M0.3%−241,280−5.8%ReducedHistory
VRTXVertex Pharmaceuticals IncStock1,385,476$400.1M0.3%−116,059−7.7%ReducedHistory
FISFidelity National Information Services, Inc.Stock5,870,491$398.3M0.3%−1,830,365−23.8%ReducedHistory
CDNSCadence Design Systems IncStock2,460,638$395.3M0.3%−544,419−18.1%ReducedHistory
DGDollar General CorpCOM1,585,562$390.4M0.3%+124,000+8.5%AddedHistory
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP7,736,550$388.5M0.3%−112,817−1.4%ReducedHistory
STSensata Technologies Holding plcSHS9,564,236$386.2M0.3%−106,548−1.1%ReducedHistory
CTLTCatalent, Inc.COM8,216,242$369.8M0.3%+1,402,579+20.6%AddedHistory
ARGXArgenx SESPONSORED ADR974,720$369.2M0.3%+412,435+73.3%AddedHistory
ARMKAramarkCOM8,733,106$361.0M0.3%+54,036+0.6%AddedHistory
NVSNovartis AGADR3,933,293$356.8M0.3%+594,023+17.8%AddedHistory

Sold out since Q3 2022 (197)

Positions held at the end of Q3 2022 that are gone from this filing.

The largest 100 of 197 by value last quarter.

Positions of Janus Henderson Group PLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TMXTerminix Global Holdings IncCOM11,760,653$450.3M0.3%History
AVLRAvalara, Inc.COM1,367,662$125.6M0.1%History
ZENZendesk, Inc.COM1,187,888$90.4M0.1%History
BHVNBiohaven Ltd.COM549,664$83.1M0.1%History
GBTGlobal Blood Therapeutics, Inc.COM1,095,343$74.6M0.1%History
MSD Acquisition Corp.G5709C117UNIT 03/25/20263,987,062$39.5M<0.1%–
ECOMChanneladvisor CorpCOM1,698,604$38.5M<0.1%History
Austerlitz Acquisition CorpG0633D109SHS CL A2,652,009$26.0M<0.1%–
SWCHSwitch, Inc.CL A542,859$18.3M<0.1%History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH329,427$13.5M<0.1%History
Farfetch Ltd30744W107ORD SH CL A1,669,845$12.4M<0.1%–
CTXSCitrix Systems IncCOM106,556$11.1M<0.1%History
ZIMVZimVie Inc.Stock1,090,856$10.8M<0.1%History
HCATHealth Catalyst, Inc.COM1,109,219$10.8M<0.1%History
YAlleghany CorpCOM12,103$10.2M<0.1%History
CHNGChange Healthcare Inc.COM354,085$9.73M<0.1%History
DYNDyne Therapeutics, Inc.COM765,953$9.73M<0.1%History
NOTVInotiv, Inc.COM567,535$9.56M<0.1%History
Hennessy Capital Invs Corp V42589T107COM CL A965,202$9.53M<0.1%–
TCW Special Purpose Acqu Cor87301L106COM CL A892,909$8.75M<0.1%–
SCSCScansource, Inc.COM321,376$8.49M<0.1%History
HSKAHeska CorpCOM RESTRC NEW111,693$8.14M<0.1%History
Sarepta Therapeutics, Inc.803607AC4DEBT 1.250% 9/17,500,000$7.76M<0.1%–
GLBEGlobal-E Online Ltd.SHS284,433$7.61M<0.1%History
Compute Health Acquisitin Co204833107COM CL A743,272$7.34M<0.1%–
EYPTEyePoint, Inc.COM NEW873,434$6.91M<0.1%History
ChemoCentryx, Inc.16383L106COM132,739$6.86M<0.1%–
BROSDutch Bros Inc.CL A217,127$6.76M<0.1%History
TYRATyra Biosciences, Inc.COM682,018$6.01M<0.1%History
MISTMilestone Pharmaceuticals Inc.COM560,168$5.14M<0.1%History
UIUbiquiti Inc.COM16,662$4.89M<0.1%History
DNTHDianthus Therapeutics, Inc.COM3,308,899$4.75M<0.1%History
ACIAlbertsons Companies, Inc.COMMON STOCK182,838$4.54M<0.1%History
Velocity Acquisition Corp92259E104COM CL A453,743$4.46M<0.1%–
Simon Property Grp Acq Holdi82880R103COM CL A440,118$4.33M<0.1%–
Clarim Acquisition Corp18049C108COM CL A422,008$4.17M<0.1%–
TWTRTwitter, Inc.COM94,654$4.16M<0.1%History
Atlas Crest Investment Corp049287105COM CL A420,445$4.14M<0.1%–
Class Acceleration Corp18274B106COM397,000$3.92M<0.1%–
FBCFlagstar Bancorp IncCOM PAR .001106,136$3.56M<0.1%History
Vectoiq Acquisition Corp II92244F109COM CL A340,207$3.36M<0.1%–
RZLTRezolute, Inc.COM NEW1,210,000$3.33M<0.1%History
PCPCPeriphas Capital Partnering CorpCOM CL A133,290$3.30M<0.1%History
Advanced Merger Partners Inc00777J109COM CL A334,404$3.29M<0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF30,484$3.12M<0.1%–
Orion Acquisition Corp68626A108COM CL A305,325$3.01M<0.1%–
Nightdragon Acquisition Corp65413D105CLASS A COM284,815$2.80M<0.1%–
Ironsource LtdM5R75Y101CL A ORD SHS813,421$2.79M<0.1%–
ASAXAstrea Acquisition Corp.COM CL A270,000$2.66M<0.1%History
DHB Capital Corp23291W109CL A COM268,466$2.64M<0.1%–
Mission Advancement Corp60501L101CL A261,332$2.57M<0.1%–
Arbor Rapha Cap Biohlds Corp03881F104CLASS A COM250,000$2.53M<0.1%–
Climate Real Impact Slutins187171103COM CL A250,000$2.47M<0.1%–
NLSNNielsen Holdings plcSHS EUR87,630$2.43M<0.1%History
Figure Acquisition Corp. I302438106COM CL A246,654$2.43M<0.1%–
Altimeter Growth Corp 2G0371B109COM CL A240,277$2.38M<0.1%–
DREDuke Realty CorpCOM NEW46,778$2.26M<0.1%History
G&P Acquisition Corp36146G103COM CL A216,969$2.17M<0.1%–
EXEExpand Energy CorpCOM22,179$2.09M<0.1%History
Executive Network Partnering30158L100CL A205,263$2.05M<0.1%–
CNGLCanna-Global Acquisition CorpCLASS A COM200,000$2.02M<0.1%History
Lerer Hippeau Acquisition Corp.526749106CL A205,000$2.02M<0.1%–
Sagaliam Acquisition Corp78661R106COM CL A200,000$2.00M<0.1%–
Golden Falcon Acquisition Co38102H109CL A200,220$1.99M<0.1%–
Colicity Inc194170106COM CL A201,517$1.98M<0.1%–
FVIVFortress Value Acquisition Corp. IVCOM CL A200,416$1.97M<0.1%History
Joff Fintech Acquisition Cor46592C100COM CL A197,067$1.94M<0.1%–
Monument Circle Acquisitn Co61531M101COM CL A194,224$1.92M<0.1%–
INZYInozyme Pharma, Inc.COM705,577$1.91M<0.1%History
KACLFKairous Acquisition Corp. LtdORDINARY SHARES179,806$1.81M<0.1%History
ARCCAres Capital CorpCEF105,026$1.77M<0.1%History
Eq Health Acquisition Corp26886A101COM CL A177,999$1.76M<0.1%–
Gores Technology Partners IN382870103CLASS A COM170,176$1.67M<0.1%–
Atlantica Sustainable Infr PG0751N103SHS62,921$1.66M<0.1%–
HIIIHudson Executive Investment Corp. IIICOM CL A166,202$1.64M<0.1%History
EIGREiger BioPharmaceuticals, Inc.COM205,586$1.55M<0.1%History
Athlon Acquisition Corp04748A106COM CL A155,499$1.54M<0.1%–
DINOHF Sinclair CorpCOM28,218$1.52M<0.1%History
Vanguard Mortgage-Backed Securities ETF92206C771ETF33,453$1.51M<0.1%–
NOACNatural Order Acquisition Corp.COM150,000$1.50M<0.1%History
THRThermon Group Holdings, Inc.COM93,242$1.44M<0.1%History
TEKKTekkorp Digital Acquisition Corp.CL A140,055$1.40M<0.1%History
Future Health ESG Corp.36118W102COM127,073$1.27M<0.1%–
Hamilton Lane Alliance Hldgs40749M103COM CL A124,843$1.23M<0.1%–
Fortistar Sustainable Sol Co34962M106COM CL A121,265$1.20M<0.1%–
QBTSD-Wave Quantum Inc.Stock151,777$1.20M<0.1%History
NSTCNorthern Star Investment Corp. IIICOM CL A118,911$1.17M<0.1%History
TIGTrean Insurance Group, Inc.COM331,490$1.13M<0.1%History
Iron Spark I Inc46301G103CLASS A COM108,837$1.08M<0.1%–
ZVSAZyVersa Therapeutics, Inc.CLASS A COM105,000$1.05M<0.1%History
Nocturne Acquisition CorpG6580S114ORDINARY SHARES97,528$1.01M<0.1%–
Atlantic Ave Acquisition Cor04906P101COM CL A100,000$1.00M<0.1%–
LMF Acquisition Opportunit I502015100CL A COM97,528$1.00M<0.1%–
Tastemaker Acquisition Corp876545104COM CL A100,173$1.00M<0.1%–
Oyster Enterprises Acq Corp69242M104COM CL A101,054$998.0K<0.1%–
Mana Cap Acquisition Corp56168P104COMMON STOCK99,412$998.0K<0.1%–
OTECOceanTech Acquisitions I Corp.CLASS A COM97,821$997.0K<0.1%History
IMUXImmunic, Inc.COM314,382$990.0K<0.1%History
LGVLongview Acquisition Corp. IICOM CL A100,442$987.0K<0.1%History
Gores Technology Partners II38287L107CLASS A COM100,294$986.0K<0.1%–