Wellington Management Group LLP
About Wellington Management Group LLP’s 13F portfolio
Wellington Management Group LLP is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Wellington Management Group LLP reported $580.1B across 1,898 US-listed positions (). Its largest position is NVIDIA CORPORATION (NVDA) at 4.2% of the reported book, and its ten biggest holdings make up 25% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NASDAQ: NVDA NVIDIA CORPORATION | $209.66 −1.59% | 4.2% | 122.1M | $24.4B |
| 2 |  NASDAQ: AVGO BROADCOM INC | $355.59 −0.32% | 3.4% | 51.6M | $19.5B |
| 3 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 3.1% | 47.6M | $17.8B |
| 4 |  NASDAQ: AAPL APPLE INC | $313.45 +1.15% | 3.0% | 59.5M | $17.2B |
| 5 |  NASDAQ: GOOGL ALPHABET INC | $342.00 −1.43% | 2.7% | 44.4M | $15.9B |
| 6 |  NYSE: LLY ELI LILLY & CO | $1,189.41 −3.59% | 2.3% | 11.0M | $13.2B |
| 7 |  NASDAQ: AMZN AMAZON COM INC | $260.28 −0.30% | 2.3% | 55.1M | $13.1B |
| 8 |  NYSE: MRK MERCK & CO INC | $153.10 −2.14% | 1.9% | 86.2M | $11.1B |
| 9 |  NYSE: MA MASTERCARD INCORPORATED | $598.47 −0.15% | 1.1% | 12.7M | $6.5B |
| 10 |  NASDAQ: GOOG ALPHABET INC | $339.10 −1.23% | 1.0% | 17.2M | $6.1B |
| 11 |  NASDAQ: MU MICRON TECHNOLOGY INC | $938.40 +0.58% | 1.0% | 5.0M | $5.8B |
| 12 |  NYSE: JNJ JOHNSON & JOHNSON | $270.00 −1.15% | 1.0% | 22.6M | $5.7B |
| 13 |  NASDAQ: AMD ADVANCED MICRO DEVICES INC | $480.93 +0.37% | 0.9% | 9.3M | $5.4B |
| 14 |  NASDAQ: AZN ASTRAZENECA PLC | $166.27 −2.00% | 0.9% | 28.5M | $5.4B |
| 15 |  NASDAQ: KLAC KLA CORP | $183.83 +0.27% | 0.8% | 14.8M | $4.5B |
| 16 |  NYSE: UNH UNITEDHEALTH GROUP INC | $401.01 +1.11% | 0.8% | 10.7M | $4.4B |
| 17 |  NYSE: BLK BLACKROCK INC | $1,173.21 −0.29% | 0.7% | 4.5M | $4.3B |
| 18 |  NASDAQ: TSLA TESLA INC | $345.82 −1.26% | 0.7% | 9.8M | $4.1B |
| 19 |  NASDAQ: META META PLATFORMS INC | $576.14 +1.07% | 0.7% | 7.2M | $4.1B |
| 20 |  NYSE: SRE SEMPRA | $85.28 +1.49% | 0.7% | 43.8M | $4.1B |
| 21 |  NASDAQ: TXN TEXAS INSTRS INC | $261.77 +0.66% | 0.7% | 13.1M | $3.9B |
| 22 |  NYSE: TRGP TARGA RES CORP | $294.03 +2.48% | 0.7% | 14.2M | $3.8B |
| 23 |  NYSE: ELV ELEVANCE HEALTH INC FORMERLY | $402.54 +0.92% | 0.6% | 9.2M | $3.6B |
| 24 |  NYSE: CAH CARDINAL HEALTH INC | $238.40 +0.20% | 0.6% | 14.9M | $3.5B |
| 25 |  NYSE: CVS CVS HEALTH CORP | $94.32 +1.53% | 0.6% | 33.8M | $3.5B |
Showing 1–25 of 500 positions on this page — of 1,898 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Technology27%
- Healthcare17%
- Financial Services11%
- Industrials8.0%
- Consumer Cyclical7.3%
- Communication Services6.3%
- Energy4.2%
- Consumer Defensive3.5%
- Utilities3.1%
- Real Estate2.3%
- Basic Materials1.8%
- AddedAVGOBROADCOM INC+3.8%$19.5B
- AddedMRKMERCK & CO INC+2.3%$11.1B
- AddedGOOGALPHABET INC+24.9%$6.1B
- AddedMUMICRON TECHNOLOGY INC+28.7%$5.8B
- AddedJNJJOHNSON & JOHNSON+12.5%$5.7B
- AddedAMDADVANCED MICRO DEVICES INC+33.9%$5.4B
- AddedAZNASTRAZENECA PLC+20.2%$5.4B
- AddedKLACKLA CORP+929%$4.5B
- AddedUNHUNITEDHEALTH GROUP INC+5.8%$4.4B
- AddedBLKBLACKROCK INC+23.3%$4.3B
- ReducedNVDANVIDIA CORPORATION−8.8%$24.4B
- ReducedMSFTMICROSOFT CORP−9.7%$17.8B
- ReducedAAPLAPPLE INC−8.6%$17.2B
- ReducedGOOGLALPHABET INC−6.8%$15.9B
- ReducedLLYELI LILLY & CO−18.1%$13.2B
- ReducedAMZNAMAZON COM INC−11.8%$13.1B
- ReducedMAMASTERCARD INCORPORATED−2.3%$6.5B
- ReducedMETAMETA PLATFORMS INC−38.2%$4.1B
- ReducedSRESEMPRA−5.0%$4.1B
- ReducedTXNTEXAS INSTRS INC−2.6%$3.9B
Companies where this manager has disclosed a stake of more than 5% of a class of shares, as reported to the SEC on Schedule 13D (activist) or 13G (passive). Figures are as disclosed in each filing — tap a date to open the source document.
| # | Stock | Type | % of class | Shares | Filed |
|---|---|---|---|---|---|
| 1 |  HUBG Hub Group, Inc. | 13G | 11.5% · 2 classes | 7.0M | Filed 15 MAY 2026 |
| 2 |  FFIC Flushing Financial Corporation | 13G | 9.7% | 3.3M | Filed 10 FEB 2026 |
| 3 |  SKY Champion Homes, Inc. | 13G | 8.5% · 2 classes | 4.8M | Filed 12 NOV 2025 |
| 4 |  CIVB Civista Bancshares, Inc. | 13G | 7.6% · 2 classes | 1.5M | Filed 12 NOV 2025 |
| 5 |  RWT Redwood Trust, Inc. | 13G | 7.0% · 2 classes | 8.7M | Filed 13 AUG 2026 |
| 6 |  DRI Darden Restaurants, Inc. | 13G | 7.0% | 8.1M | Filed 10 FEB 2026 |
| 7 |  POOL Pool Corporation | 13G | 6.9% | 2.6M | Filed 12 NOV 2025 |
| 8 |  OMCL Omnicell, Inc. | 13G | 6.0% | 2.7M | Filed 15 MAY 2026 |
| 9 |  WCC WESCO International, Inc. | 13G | 5.7% | 2.8M | Filed 10 FEB 2026 |
Showing all 9 disclosed stakes.
Reading Wellington Management Group LLP’s 13F portfolio
Wellington Management Group LLP’s $580.1B 13F book is spread across 1,898 reported positions and is broadly diversified — the ten largest names are just 25% of the portfolio. Spread this wide across 1,898 names, no single position dominates, which is typical of large, index-oriented mandates that track broad market exposure. Its five largest positions are NVDA, AVGO, MSFT, AAPL and GOOGL, led by NVIDIA CORPORATION (NVDA) at 4.2% of the portfolio. The heaviest sector exposure is Technology (27%), then Healthcare (17%).
What Wellington Management Group LLP changed last quarter
Between 2026-03-31 and Q2 2026, Wellington Management Group LLP was roughly balanced between buying and selling: it opened 237 new positions and added to 730 more, while trimming 905 and closing 186 outright. Against a 1,898-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was BROADCOM INC (AVGO), and its biggest reduction was NVIDIA CORPORATION (NVDA).
What a 13F does and doesn’t reveal
A 13F captures only Wellington Management Group LLP’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Wellington Management Group LLP is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Wellington Management Group LLP's profile on this page is built directly from those filings.
How current is the 13F data on Wellington Management Group LLP's page?
It reflects Wellington Management Group LLP's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Wellington Management Group LLP files its next quarterly report, this page refreshes automatically.
Can I see Wellington Management Group LLP's complete list of holdings?
This page highlights Wellington Management Group LLP's largest positions rather than all 1,898 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Wellington Management Group LLP's filings.
Does a 13F show everything Wellington Management Group LLP owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Wellington Management Group LLP's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Wellington Management Group LLP made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.