WELLINGTON MANAGEMENT GROUP LLP
SEC Form 13F institutional filer · CIK 0000902219
13F-HR · 482 reported holdings · 2026-03-31
Asset management firm, institutional investment manager.
Reported long-US-equity value
$419.40B
Top-10 concentration
32.7%
WELLINGTON MANAGEMENT GROUP LLP — $419B AUM allocation strategy
WELLINGTON MANAGEMENT GROUP LLP files SEC Form 13F and reports $419B of long US equity value across 482 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.8%, followed by Communication Services 7.5% and Health Care 6.5%.
The top 10 holdings account for 33% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WELLINGTON MANAGEMENT GROUP LLP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$419B
total across 482 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
33% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HBAN +59.3M sh · +$809M+$FITB +18.3M sh · +$850M+$IVZ +15.5M sh · +$355M
Biggest trims (shares)
−$AMCR −26.3M sh · −$18.9M−$TSCO −22.2M sh · −$1.11B−$FCX −18.2M sh · −$819M
Exited to nil (held last quarter, gone now)
$WBD ($105M last qtr)$EVRG ($1.62M last qtr)$BXP ($666K last qtr)$XLC ($612K last qtr)$ARE ($572K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.2%—
- Pharmaceuticals6.5%—
- Interactive Media & Services5.8%—
- Systems Software4.7%—
- Technology Hardware, Storage & Peripherals3.9%—
- Broadline Retail3.1%—
- Transaction & Payment Processing Services1.6%—
- Diversified Banks1.3%—
- Other holdings63.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 134M | $23.3B | -6.85M | 5.6% |
| $MSFT | Microsoft Corporation | 52.7M | $19.5B | +3.83M | 4.7% |
| $AAPL | Apple Inc | 65M | $16.5B | -12.3M | 3.9% |
| $AVGO | Broadcom Inc | 49.7M | $15.4B | +2.3M | 3.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 47.6M | $13.7B | -9.67M | 3.3% |
| $AMZN | Amazon.com Inc | 62.4M | $13B | -3.82M | 3.1% |
| $LLY | Eli Lilly and Company | 13.4M | $12.3B | +69.9K | 2.9% |
| $MRK | Merck & Company Inc | 84.3M | $10.1B | -2.12M | 2.4% |
| $META | Meta Platforms Inc | 11.8M | $6.7B | +2.91M | 1.6% |
| $MA | Mastercard Incorporated | 13M | $6.5B | -495K | 1.5% |
…and 472 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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