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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Wellington Management
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Asset Manager · CIK 0000902219

Wellington Management

Share
  • Mega-Fund

Wellington Management, an asset manager overseeing $570.60B in disclosed equity holdings (SEC CIK 0000902219). The latest portfolio (2025Q4) discloses 1874 positions across 11 sectors, with the largest positions in NVDA, MSFT and AAPL. On a mark-to-market basis the tracked portfolio has returned 132.7% since 2016Q1. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Wellington's filingsView holdings↓
Portfolio
$570.60B
Positions
1874
Quarter
2025Q4
Filings tracked
40
Since filing+132.7%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2024Q2
1 / 25
75 of 1866
1
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
4.31%
of portfolio
Number of shares
54,012,844 sh
Holdings current value
$24.14B
Avg closing price
$103.30
+309.3%
Last action
Trimmed 4.8%
2025Q4
Current $422.79
2
AAPLAPPLE INC
Technology·Consumer Electronics
3.91%
of portfolio
Number of shares
103,918,478 sh
Holdings current value
$21.89B
Avg closing price
$185.05
+46.0%
Last action
Trimmed 5.8%
2025Q4
Current $270.23
3
NVDANVIDIA CORPORATION
Technology·Semiconductors
3.07%
of portfolio
Number of shares
139,023,118 sh
Holdings current value
$17.17B
Avg closing price
$148.25
+36.0%
Last action
Trimmed 1.9%
2025Q4
Current $201.68
4
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
2.45%
of portfolio
Number of shares
71,084,615 sh
Holdings current value
$13.74B
Avg closing price
$184.80
+35.6%
Last action
Added 12.2%
2025Q4
Current $250.56
5
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
2.35%
of portfolio
Number of shares
25,883,509 sh
Holdings current value
$13.18B
Avg closing price
$198.52
+63.5%
Last action
Trimmed 3.1%
2025Q4
Current $324.63
6
GOOGLALPHABET INC
Communication Services·Internet Content & Information
1.86%
of portfolio
Number of shares
57,077,884 sh
Holdings current value
$10.40B
Avg closing price
$141.18
+142.0%
Last action
Trimmed 12.7%
2025Q4
Current $341.68
7
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
1.74%
of portfolio
Number of shares
10,779,091 sh
Holdings current value
$9.76B
Avg closing price
$297.25
+211.9%
Last action
Trimmed 10.1%
2025Q4
Current $927.03
8
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
1.60%
of portfolio
Number of shares
72,481,979 sh
Holdings current value
$8.97B
Avg closing price
$92.56
+28.6%
Last action
Added 18.2%
2025Q4
Current $119.07
9
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
1.30%
of portfolio
Number of shares
35,899,862 sh
Holdings current value
$7.26B
Avg closing price
$81.19
+282.2%
Last action
Trimmed 8.7%
2025Q4
Current $310.29
10
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
1.09%
of portfolio
Number of shares
24,477,789 sh
Holdings current value
$6.12B
Avg closing price
$171.01
+13.9%
Last action
Added 6.6%
2025Q4
Current $194.75
11
AVGOBROADCOM INC
Technology·Semiconductors
1.08%
of portfolio
Number of shares
3,774,299 sh
Holdings current value
$6.06B
Avg closing price
$216.16
+88.1%
Last action
Added 25.5%
2025Q4
Current $406.54
12
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.04%
of portfolio
Number of shares
11,512,967 sh
Holdings current value
$5.81B
Avg closing price
$244.80
+181.3%
Last action
Trimmed 14.3%
2025Q4
Current $688.55
13
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
0.97%
of portfolio
Number of shares
32,987,332 sh
Holdings current value
$5.44B
Avg closing price
$111.15
+32.2%
Last action
Trimmed 4.2%
2025Q4
Current $146.93
14
TJXTJX COS INC NEW
Consumer Cyclical·Apparel Retail
0.87%
of portfolio
Number of shares
44,481,558 sh
Holdings current value
$4.90B
Avg closing price
$59.58
+169.7%
Last action
Trimmed 12.7%
2025Q4
Current $160.68
15
TXNTEXAS INSTRS INC
Technology·Semiconductors
0.86%
of portfolio
Number of shares
24,834,538 sh
Holdings current value
$4.83B
Avg closing price
$141.55
+62.4%
Last action
Trimmed 4.0%
2025Q4
Current $229.82
16
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
0.83%
of portfolio
Number of shares
166,319,861 sh
Holdings current value
$4.65B
Avg closing price
$36.38
-24.2%
Last action
Trimmed 4.8%
2025Q4
Current $27.56
17
VVISA INC
Financial Services·Credit Services
0.82%
of portfolio
Number of shares
17,440,688 sh
Holdings current value
$4.58B
Avg closing price
$138.99
+128.1%
Last action
Trimmed 1.5%
2025Q4
Current $317.02
18
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
0.79%
of portfolio
Number of shares
19,107,313 sh
Holdings current value
$4.42B
Avg closing price
$117.44
+182.4%
Last action
Trimmed 20.8%
2025Q4
Current $331.69
19
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.79%
of portfolio
Number of shares
24,023,214 sh
Holdings current value
$4.41B
Avg closing price
$154.23
+120.1%
Last action
Trimmed 7.4%
2025Q4
Current $339.40
20
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.76%
of portfolio
Number of shares
71,836,965 sh
Holdings current value
$4.27B
Avg closing price
$59.90
+35.9%
Last action
Trimmed 12.2%
2025Q4
Current $81.41
21
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.74%
of portfolio
Number of shares
9,355,844 sh
Holdings current value
$4.13B
Avg closing price
$392.54
+32.8%
Last action
Added 14.7%
2025Q4
Current $521.30
22
GDGENERAL DYNAMICS CORP
Industrials·Aerospace & Defense
0.73%
of portfolio
Number of shares
14,095,712 sh
Holdings current value
$4.09B
Avg closing price
$176.73
+90.3%
Last action
Trimmed 2.4%
2025Q4
Current $336.29
23
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.68%
of portfolio
Number of shares
8,575,939 sh
Holdings current value
$3.82B
Avg closing price
$394.43
+12.2%
Last action
Trimmed 14.5%
2025Q4
Current $442.57
24
SYKSTRYKER CORPORATION
Healthcare·Medical Devices
0.68%
of portfolio
Number of shares
11,235,636 sh
Holdings current value
$3.82B
Avg closing price
$263.87
+30.1%
Last action
Added 11.9%
2025Q4
Current $343.32
25
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.68%
of portfolio
Number of shares
14,954,094 sh
Holdings current value
$3.81B
Avg closing price
$193.02
+61.3%
Last action
Trimmed 15.8%
2025Q4
Current $311.36
26
N6596X109NXP SEMICONDUCTORS N V
0.68%
of portfolio
Number of shares
14,089,225 sh
Holdings current value
$3.79B
Avg closing price
$203.91
Last action
Added 3.4%
2025Q4
Current —
27
MSMORGAN STANLEY
Financial Services·Capital Markets
0.67%
of portfolio
Number of shares
38,531,143 sh
Holdings current value
$3.74B
Avg closing price
$76.35
+147.3%
Last action
Trimmed 7.0%
2025Q4
Current $188.82
28
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
0.65%
of portfolio
Number of shares
24,849,365 sh
Holdings current value
$3.63B
Avg closing price
$129.02
+81.5%
Last action
Trimmed 9.5%
2025Q4
Current $234.18
29
HONHONEYWELL INTL INC
Industrials·Conglomerates
0.63%
of portfolio
Number of shares
16,450,221 sh
Holdings current value
$3.51B
Avg closing price
$168.94
+38.2%
Last action
Trimmed 1.7%
2025Q4
Current $233.55
30
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.62%
of portfolio
Number of shares
10,779,991 sh
Holdings current value
$3.46B
Avg closing price
$112.43
+334.1%
Last action
Trimmed 4.1%
2025Q4
Current $488.00
31
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
0.61%
of portfolio
Number of shares
9,906,148 sh
Holdings current value
$3.41B
Avg closing price
$296.13
+18.0%
Last action
Added 6.2%
2025Q4
Current $349.40
32
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.59%
of portfolio
Number of shares
28,880,477 sh
Holdings current value
$3.32B
Avg closing price
$114.77
+27.6%
Last action
Trimmed 8.7%
2025Q4
Current $146.44
33
NFLXNETFLIX INC
Communication Services·Entertainment
0.59%
of portfolio
Number of shares
4,873,687 sh
Holdings current value
$3.29B
Avg closing price
$168.03
-42.1%
Last action
Added
2025Q4
Current $97.31
34
AZNASTRAZENECA PLCADR
Healthcare·Drug Manufacturers - General
0.56%
of portfolio
Number of shares
40,569,917 sh
Holdings current value
$3.16B
Avg closing price
$37.27
+449.5%
Last action
Trimmed 18.9%
2025Q4
Current $204.80
35
INTUINTUIT
Technology·Software - Application
0.56%
of portfolio
Number of shares
4,806,350 sh
Holdings current value
$3.16B
Avg closing price
$607.85
-35.3%
Last action
Trimmed 8.2%
2025Q4
Current $393.25
36
G1151C101ACCENTURE PLC IRELAND
0.54%
of portfolio
Number of shares
9,938,723 sh
Holdings current value
$3.02B
Avg closing price
$200.16
Last action
Added 0.3%
2025Q4
Current —
37
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.53%
of portfolio
Number of shares
25,921,881 sh
Holdings current value
$2.96B
Avg closing price
$68.71
+68.9%
Last action
Trimmed 14.1%
2025Q4
Current $116.04
38
G54950103LINDE PLC
0.53%
of portfolio
Number of shares
6,722,566 sh
Holdings current value
$2.95B
Avg closing price
$369.07
Last action
Trimmed 23.6%
2025Q4
Current —
39
EXCEXELON CORP
Utilities·Utilities - Regulated Electric
0.51%
of portfolio
Number of shares
82,066,163 sh
Holdings current value
$2.84B
Avg closing price
$41.72
+12.7%
Last action
Trimmed 0.4%
2025Q4
Current $47.02
40
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
0.49%
of portfolio
Number of shares
38,102,862 sh
Holdings current value
$2.77B
Avg closing price
$44.47
+73.4%
Last action
Trimmed 7.1%
2025Q4
Current $77.12
41
CSCOCISCO SYS INC
Technology·Communication Equipment
0.48%
of portfolio
Number of shares
56,489,083 sh
Holdings current value
$2.68B
Avg closing price
$43.32
+99.1%
Last action
Trimmed 3.2%
2025Q4
Current $86.25
42
ABTABBOTT LABS
Healthcare·Medical Devices
0.47%
of portfolio
Number of shares
25,530,536 sh
Holdings current value
$2.65B
Avg closing price
$108.61
-10.9%
Last action
Added 0.7%
2025Q4
Current $96.81
43
TMUST-MOBILE US INC
Communication Services·Telecom Services
0.47%
of portfolio
Number of shares
14,921,743 sh
Holdings current value
$2.63B
Avg closing price
$191.19
+3.4%
Last action
Added 26.5%
2025Q4
Current $197.67
44
UPSUNITED PARCEL SERVICE INC
Industrials·Integrated Freight & Logistics
0.47%
of portfolio
Number of shares
19,138,065 sh
Holdings current value
$2.62B
Avg closing price
$133.46
-20.2%
Last action
Added 0.1%
2025Q4
Current $106.44
45
SRESEMPRA
Utilities·Utilities - Diversified
0.46%
of portfolio
Number of shares
34,196,046 sh
Holdings current value
$2.60B
Avg closing price
$82.49
+14.0%
Last action
Trimmed 9.9%
2025Q4
Current $94.02
46
ARESARES MANAGEMENT CORPORATION
Financial Services·Asset Management
0.44%
of portfolio
Number of shares
18,652,689 sh
Holdings current value
$2.49B
Avg closing price
$56.57
+108.2%
Last action
Trimmed 16.0%
2025Q4
Current $117.78
47
BSXBOSTON SCIENTIFIC CORP
Healthcare·Medical Devices
0.44%
of portfolio
Number of shares
32,102,313 sh
Holdings current value
$2.47B
Avg closing price
$32.15
+99.8%
Last action
Trimmed 13.3%
2025Q4
Current $64.23
48
KKRKKR & CO INC
Financial Services·Asset Management
0.44%
of portfolio
Number of shares
23,372,680 sh
Holdings current value
$2.46B
Avg closing price
$106.77
-3.0%
Last action
Added 14.4%
2025Q4
Current $103.60
49
H1467J104CHUBB LIMITED
0.44%
of portfolio
Number of shares
9,567,085 sh
Holdings current value
$2.44B
Avg closing price
$147.28
Last action
Trimmed 6.1%
2025Q4
Current —
50
EOGEOG RES INC
Energy·Oil & Gas E&P
0.43%
of portfolio
Number of shares
19,349,215 sh
Holdings current value
$2.44B
Avg closing price
$106.03
+21.1%
Last action
Added 1.5%
2025Q4
Current $128.43
51
AMTAMERICAN TOWER CORP NEWREIT
Real Estate·REIT - Specialty
0.41%
of portfolio
Number of shares
11,834,463 sh
Holdings current value
$2.30B
Avg closing price
$167.98
+8.6%
Last action
Trimmed 13.6%
2025Q4
Current $182.36
52
CRMSALESFORCE COM INC
Technology·Software - Application
0.41%
of portfolio
Number of shares
8,936,782 sh
Holdings current value
$2.30B
Avg closing price
$198.56
-8.3%
Last action
Added 5.1%
2025Q4
Current $182.14
53
QCOMQUALCOMM INC
Technology·Semiconductors
0.41%
of portfolio
Number of shares
11,410,748 sh
Holdings current value
$2.27B
Avg closing price
$155.65
-12.5%
Last action
Added 60.3%
2025Q4
Current $136.20
54
ELVANTHEM INC
Healthcare·Healthcare Plans
0.40%
of portfolio
Number of shares
4,174,680 sh
Holdings current value
$2.26B
Avg closing price
$313.20
+3.1%
Last action
Added 66.6%
2025Q4
Current $323.05
55
KLACKLA CORP
Technology·Semiconductor Equipment & Materials
0.40%
of portfolio
Number of shares
2,722,132 sh
Holdings current value
$2.24B
Avg closing price
$256.15
+599.4%
Last action
Trimmed 1.3%
2025Q4
Current $1791
56
PGRPROGRESSIVE CORP
Financial Services·Insurance - Property & Casualty
0.40%
of portfolio
Number of shares
10,696,549 sh
Holdings current value
$2.22B
Avg closing price
$175.50
+15.4%
Last action
Added 64.6%
2025Q4
Current $202.58
57
CNICANADIAN NATL RY CO
Industrials·Railroads
0.37%
of portfolio
Number of shares
17,771,769 sh
Holdings current value
$2.10B
Avg closing price
$94.23
+17.0%
Last action
Trimmed 11.7%
2025Q4
Current $110.29
58
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
0.37%
of portfolio
Number of shares
5,569,481 sh
Holdings current value
$2.08B
Avg closing price
$314.57
+87.7%
Last action
Added 12.0%
2025Q4
Current $590.46
59
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
0.36%
of portfolio
Number of shares
19,888,718 sh
Holdings current value
$2.02B
Avg closing price
$109.50
+44.1%
Last action
Trimmed 15.8%
2025Q4
Current $157.79
60
NOWSERVICENOW INC
Technology·Software - Application
0.36%
of portfolio
Number of shares
2,553,734 sh
Holdings current value
$2.01B
Avg closing price
$274.97
-64.8%
Last action
Added
2025Q4
Current $96.66
61
EQTEQT CORP
Energy·Oil & Gas E&P
0.35%
of portfolio
Number of shares
53,452,129 sh
Holdings current value
$1.98B
Avg closing price
$37.26
+57.0%
Last action
Trimmed 22.6%
2025Q4
Current $58.48
62
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.35%
of portfolio
Number of shares
26,099,052 sh
Holdings current value
$1.97B
Avg closing price
$69.32
-33.6%
Last action
Added 78.1%
2025Q4
Current $46.03
63
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
0.35%
of portfolio
Number of shares
19,505,694 sh
Holdings current value
$1.96B
Avg closing price
$87.85
+45.7%
Last action
Trimmed 2.2%
2025Q4
Current $128.03
64
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
0.35%
of portfolio
Number of shares
11,785,083 sh
Holdings current value
$1.94B
Avg closing price
$109.00
+44.6%
Last action
Trimmed 11.7%
2025Q4
Current $157.67
65
904767704UNILEVER PLC
0.34%
of portfolio
Number of shares
35,068,585 sh
Holdings current value
$1.93B
Avg closing price
$53.51
Last action
Exited
2025Q4
Current —
66
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
0.34%
of portfolio
Number of shares
4,094,449 sh
Holdings current value
$1.92B
Avg closing price
$256.26
+72.2%
Last action
Trimmed 18.8%
2025Q4
Current $441.20
67
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
0.34%
of portfolio
Number of shares
9,094,262 sh
Holdings current value
$1.92B
Avg closing price
$143.21
+22.8%
Last action
Added 11.1%
2025Q4
Current $175.80
68
G51502105JOHNSON CTLS INTL PLC
0.34%
of portfolio
Number of shares
28,378,086 sh
Holdings current value
$1.89B
Avg closing price
$74.31
Last action
Added 21.8%
2025Q4
Current —
69
TRGPTARGA RES CORP
Energy·Oil & Gas Midstream
0.33%
of portfolio
Number of shares
14,473,002 sh
Holdings current value
$1.86B
Avg closing price
$114.68
+105.4%
Last action
Trimmed 7.4%
2025Q4
Current $235.50
70
KDPKEURIG DR PEPPER INC
Consumer Defensive·Beverages - Non-Alcoholic
0.33%
of portfolio
Number of shares
55,196,611 sh
Holdings current value
$1.84B
Avg closing price
$31.41
-15.5%
Last action
Added 38.7%
2025Q4
Current $26.53
71
AEPAMERICAN ELEC PWR CO INC
Utilities·Utilities - Regulated Electric
0.33%
of portfolio
Number of shares
20,823,450 sh
Holdings current value
$1.83B
Avg closing price
$83.18
+60.7%
Last action
Trimmed 8.6%
2025Q4
Current $133.66
72
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.32%
of portfolio
Number of shares
12,797,952 sh
Holdings current value
$1.81B
Avg closing price
$121.45
+28.7%
Last action
Added 2.1%
2025Q4
Current $156.37
73
NOCNORTHROP GRUMMAN CORP
Industrials·Aerospace & Defense
0.32%
of portfolio
Number of shares
4,123,296 sh
Holdings current value
$1.80B
Avg closing price
$345.43
+92.6%
Last action
Trimmed 26.3%
2025Q4
Current $665.26
74
WELLWELLTOWER INCREIT
Real Estate·REIT - Healthcare Facilities
0.31%
of portfolio
Number of shares
16,888,514 sh
Holdings current value
$1.76B
Avg closing price
$94.57
+122.6%
Last action
Trimmed 7.5%
2025Q4
Current $210.52
75
KOCOCA COLA CO
Consumer Defensive·Beverages - Non-Alcoholic
0.31%
of portfolio
Number of shares
27,601,432 sh
Holdings current value
$1.76B
Avg closing price
$58.80
+28.8%
Last action
Trimmed 19.6%
2025Q4
Current $75.74

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
4.31% · -5.4%
AAPL
3.91% · +28.3%
NVDA
3.07% · +63.3%
AMZN
2.45% · +29.7%
UNH
2.35% · -36.3%
GOOGL
1.86% · +87.6%
LLY
1.74% · +2.4%
MRK
1.60% · -3.8%
JPM
1.30% · +53.4%
DHR
1.09% · -22.1%
AVGO
1.08% · -74.7%
META
1.04% · +36.6%
PG
0.97% · -10.9%
TJX
0.87% · +45.9%
TXN
0.86% · +18.1%
PFE
0.83% · -1.5%
V
0.82% · +20.8%
AXP
0.79% · +43.2%
GOOG
0.79% · +85.0%
WFC
0.76% · +37.1%
MA
0.74% · +18.2%
GD
0.73% · +15.9%
SPGI
0.68% · -0.8%
SYK
0.68% · +0.9%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology204 pos$122.01B23.7%
  • Healthcare280 pos$102.96B20.0%
  • Financial Services231 pos$68.91B13.4%
  • Consumer Cyclical150 pos$49.33B9.6%
  • Industrials181 pos$45.97B8.9%
  • Communication Services55 pos$33.73B6.6%
  • Energy61 pos$25.15B4.9%
  • Consumer Defensive66 pos$24.75B4.8%
  • Real Estate96 pos$16.38B3.2%
  • Utilities37 pos$15.71B3.1%
  • Basic Materials64 pos$9.62B1.9%
(8.1% unclassified, excluded from %)