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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 · 2025Q1
1 / 26
75 of 1917
1
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
3.61%
of portfolio
Number of shares
49,984,045 sh
Holdings current value
$18.76B
Avg closing price
$103.30
+309.3%
Last action
Trimmed 5.1%
2025Q4
Current $422.79
2
AAPLAPPLE INC
Technology·Consumer Electronics
3.52%
of portfolio
Number of shares
82,455,046 sh
Holdings current value
$18.32B
Avg closing price
$185.05
+46.0%
Last action
Trimmed 7.3%
2025Q4
Current $270.23
3
NVDANVIDIA CORPORATION
Technology·Semiconductors
2.86%
of portfolio
Number of shares
136,948,140 sh
Holdings current value
$14.84B
Avg closing price
$148.25
+36.0%
Last action
Trimmed 1.9%
2025Q4
Current $201.68
4
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
2.60%
of portfolio
Number of shares
25,847,940 sh
Holdings current value
$13.54B
Avg closing price
$198.52
+63.5%
Last action
Trimmed 3.1%
2025Q4
Current $324.63
5
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
2.37%
of portfolio
Number of shares
64,811,692 sh
Holdings current value
$12.33B
Avg closing price
$184.80
+35.6%
Last action
Added 13.5%
2025Q4
Current $250.56
6
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
2.02%
of portfolio
Number of shares
12,707,512 sh
Holdings current value
$10.50B
Avg closing price
$297.25
+211.9%
Last action
Trimmed 8.7%
2025Q4
Current $927.03
7
AVGOBROADCOM INC
Technology·Semiconductors
1.90%
of portfolio
Number of shares
58,976,896 sh
Holdings current value
$9.87B
Avg closing price
$216.16
+88.1%
Last action
Added 1.3%
2025Q4
Current $406.54
8
GOOGLALPHABET INC
Communication Services·Internet Content & Information
1.67%
of portfolio
Number of shares
56,000,567 sh
Holdings current value
$8.66B
Avg closing price
$141.18
+142.0%
Last action
Trimmed 12.9%
2025Q4
Current $341.68
9
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
1.43%
of portfolio
Number of shares
13,526,118 sh
Holdings current value
$7.41B
Avg closing price
$392.54
+32.8%
Last action
Added 9.7%
2025Q4
Current $521.30
10
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
1.41%
of portfolio
Number of shares
81,669,651 sh
Holdings current value
$7.33B
Avg closing price
$92.56
+28.6%
Last action
Added 15.8%
2025Q4
Current $119.07
11
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
1.13%
of portfolio
Number of shares
23,865,573 sh
Holdings current value
$5.85B
Avg closing price
$81.19
+282.2%
Last action
Trimmed 12.6%
2025Q4
Current $310.29
12
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.11%
of portfolio
Number of shares
10,041,171 sh
Holdings current value
$5.79B
Avg closing price
$244.80
+181.3%
Last action
Trimmed 16.1%
2025Q4
Current $688.55
13
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.98%
of portfolio
Number of shares
70,965,379 sh
Holdings current value
$5.09B
Avg closing price
$59.90
+35.9%
Last action
Trimmed 12.4%
2025Q4
Current $81.41
14
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
0.93%
of portfolio
Number of shares
18,025,562 sh
Holdings current value
$4.85B
Avg closing price
$117.44
+182.4%
Last action
Trimmed 21.7%
2025Q4
Current $331.69
15
TJXTJX COS INC NEW
Consumer Cyclical·Apparel Retail
0.81%
of portfolio
Number of shares
34,461,660 sh
Holdings current value
$4.20B
Avg closing price
$59.58
+169.7%
Last action
Trimmed 15.8%
2025Q4
Current $160.68
16
NFLXNETFLIX INC
Communication Services·Entertainment
0.79%
of portfolio
Number of shares
4,385,666 sh
Holdings current value
$4.09B
Avg closing price
$168.03
-42.1%
Last action
Added
2025Q4
Current $97.31
17
ABTABBOTT LABS
Healthcare·Medical Devices
0.76%
of portfolio
Number of shares
29,763,415 sh
Holdings current value
$3.95B
Avg closing price
$108.61
-10.9%
Last action
Added 0.6%
2025Q4
Current $96.81
18
VVISA INC
Financial Services·Credit Services
0.74%
of portfolio
Number of shares
10,979,720 sh
Holdings current value
$3.85B
Avg closing price
$138.99
+128.1%
Last action
Trimmed 2.3%
2025Q4
Current $317.02
19
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
0.73%
of portfolio
Number of shares
22,263,429 sh
Holdings current value
$3.79B
Avg closing price
$111.15
+32.2%
Last action
Trimmed 6.1%
2025Q4
Current $146.93
20
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
0.72%
of portfolio
Number of shares
22,645,961 sh
Holdings current value
$3.76B
Avg closing price
$129.02
+81.5%
Last action
Trimmed 10.3%
2025Q4
Current $234.18
21
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.72%
of portfolio
Number of shares
89,942,537 sh
Holdings current value
$3.75B
Avg closing price
$36.63
+47.2%
Last action
Trimmed 19.7%
2025Q4
Current $53.91
22
G1151C101ACCENTURE PLC IRELAND
0.72%
of portfolio
Number of shares
11,990,715 sh
Holdings current value
$3.74B
Avg closing price
$200.16
Last action
Added 0.2%
2025Q4
Current —
23
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.71%
of portfolio
Number of shares
11,851,904 sh
Holdings current value
$3.70B
Avg closing price
$193.02
+61.3%
Last action
Trimmed 19.2%
2025Q4
Current $311.36
24
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.70%
of portfolio
Number of shares
17,700,708 sh
Holdings current value
$3.63B
Avg closing price
$171.01
+13.9%
Last action
Added 9.4%
2025Q4
Current $194.75
25
TXNTEXAS INSTRS INC
Technology·Semiconductors
0.68%
of portfolio
Number of shares
19,582,696 sh
Holdings current value
$3.52B
Avg closing price
$141.55
+62.4%
Last action
Trimmed 5.0%
2025Q4
Current $229.82
26
G54950103LINDE PLC
0.68%
of portfolio
Number of shares
7,542,991 sh
Holdings current value
$3.51B
Avg closing price
$369.07
Last action
Trimmed 21.6%
2025Q4
Current —
27
SRESEMPRA
Utilities·Utilities - Diversified
0.67%
of portfolio
Number of shares
48,686,047 sh
Holdings current value
$3.47B
Avg closing price
$82.49
+14.0%
Last action
Trimmed 7.2%
2025Q4
Current $94.02
28
INTUINTUIT
Technology·Software - Application
0.67%
of portfolio
Number of shares
5,655,249 sh
Holdings current value
$3.47B
Avg closing price
$607.85
-35.3%
Last action
Trimmed 7.0%
2025Q4
Current $393.25
29
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
0.67%
of portfolio
Number of shares
21,840,422 sh
Holdings current value
$3.47B
Avg closing price
$109.50
+44.1%
Last action
Trimmed 14.6%
2025Q4
Current $157.79
30
TMUST-MOBILE US INC
Communication Services·Telecom Services
0.66%
of portfolio
Number of shares
12,846,939 sh
Holdings current value
$3.43B
Avg closing price
$191.19
+3.4%
Last action
Added 32.1%
2025Q4
Current $197.67
31
KOCOCA COLA CO
Consumer Defensive·Beverages - Non-Alcoholic
0.65%
of portfolio
Number of shares
47,447,430 sh
Holdings current value
$3.40B
Avg closing price
$58.80
+28.8%
Last action
Trimmed 12.4%
2025Q4
Current $75.74
32
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.65%
of portfolio
Number of shares
28,295,926 sh
Holdings current value
$3.37B
Avg closing price
$114.77
+27.6%
Last action
Trimmed 8.9%
2025Q4
Current $146.44
33
BSXBOSTON SCIENTIFIC CORP
Healthcare·Medical Devices
0.64%
of portfolio
Number of shares
33,197,842 sh
Holdings current value
$3.35B
Avg closing price
$32.15
+99.8%
Last action
Trimmed 13.0%
2025Q4
Current $64.23
34
HONHONEYWELL INTL INC
Industrials·Conglomerates
0.64%
of portfolio
Number of shares
15,751,951 sh
Holdings current value
$3.34B
Avg closing price
$168.94
+38.2%
Last action
Trimmed 1.8%
2025Q4
Current $233.55
35
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
0.64%
of portfolio
Number of shares
31,610,608 sh
Holdings current value
$3.32B
Avg closing price
$68.71
+68.9%
Last action
Trimmed 11.9%
2025Q4
Current $116.04
36
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
0.63%
of portfolio
Number of shares
6,446,793 sh
Holdings current value
$3.28B
Avg closing price
$394.43
+12.2%
Last action
Trimmed 18.4%
2025Q4
Current $442.57
37
WELLWELLTOWER INCREIT
Real Estate·REIT - Healthcare Facilities
0.63%
of portfolio
Number of shares
21,289,684 sh
Holdings current value
$3.26B
Avg closing price
$94.57
+122.6%
Last action
Trimmed 6.0%
2025Q4
Current $210.52
38
MRSHMARSH & MCLENNAN COS INC
Financial Services·Insurance Brokers
0.60%
of portfolio
Number of shares
12,814,788 sh
Holdings current value
$3.13B
Avg closing price
$143.21
+22.8%
Last action
Added 7.6%
2025Q4
Current $175.80
39
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.60%
of portfolio
Number of shares
19,963,633 sh
Holdings current value
$3.12B
Avg closing price
$154.23
+120.1%
Last action
Trimmed 8.7%
2025Q4
Current $339.40
40
GILDGILEAD SCIENCES INC
Healthcare·Drug Manufacturers - General
0.59%
of portfolio
Number of shares
27,358,967 sh
Holdings current value
$3.07B
Avg closing price
$87.76
+56.8%
Last action
Trimmed 26.2%
2025Q4
Current $137.64
41
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
0.55%
of portfolio
Number of shares
45,383,916 sh
Holdings current value
$2.88B
Avg closing price
$69.32
-33.6%
Last action
Added 33.7%
2025Q4
Current $46.03
42
TRGPTARGA RES CORP
Energy·Oil & Gas Midstream
0.53%
of portfolio
Number of shares
13,790,955 sh
Holdings current value
$2.76B
Avg closing price
$114.68
+105.4%
Last action
Trimmed 7.7%
2025Q4
Current $235.50
43
ORLYOREILLY AUTOMOTIVE INC
Consumer Cyclical·Auto Parts
0.53%
of portfolio
Number of shares
1,924,603 sh
Holdings current value
$2.76B
Avg closing price
$160.29
-41.5%
Last action
Added
2025Q4
Current $93.71
44
VRTXVERTEX PHARMACEUTICALS INC
Healthcare·Biotechnology
0.51%
of portfolio
Number of shares
5,454,748 sh
Holdings current value
$2.64B
Avg closing price
$256.26
+72.2%
Last action
Trimmed 14.8%
2025Q4
Current $441.20
45
NOCNORTHROP GRUMMAN CORP
Industrials·Aerospace & Defense
0.51%
of portfolio
Number of shares
5,139,333 sh
Holdings current value
$2.63B
Avg closing price
$345.43
+92.6%
Last action
Trimmed 22.2%
2025Q4
Current $665.26
46
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
0.50%
of portfolio
Number of shares
103,493,699 sh
Holdings current value
$2.62B
Avg closing price
$36.38
-24.2%
Last action
Trimmed 7.5%
2025Q4
Current $27.56
47
AZNASTRAZENECA PLCADR
Healthcare·Drug Manufacturers - General
0.50%
of portfolio
Number of shares
35,630,680 sh
Holdings current value
$2.62B
Avg closing price
$37.27
+449.5%
Last action
Trimmed 21.0%
2025Q4
Current $204.80
48
ELVANTHEM INC
Healthcare·Healthcare Plans
0.48%
of portfolio
Number of shares
5,794,794 sh
Holdings current value
$2.52B
Avg closing price
$313.20
+3.1%
Last action
Added 40.4%
2025Q4
Current $323.05
49
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
0.48%
of portfolio
Number of shares
5,290,009 sh
Holdings current value
$2.48B
Avg closing price
$314.57
+87.7%
Last action
Added 12.7%
2025Q4
Current $590.46
50
NDAQNASDAQ INC
Financial Services·Financial Data & Stock Exchanges
0.48%
of portfolio
Number of shares
32,729,519 sh
Holdings current value
$2.48B
Avg closing price
$73.18
+21.1%
Last action
Trimmed 6.1%
2025Q4
Current $88.61
51
EQTEQT CORP
Energy·Oil & Gas E&P
0.47%
of portfolio
Number of shares
45,891,210 sh
Holdings current value
$2.45B
Avg closing price
$37.26
+57.0%
Last action
Trimmed 25.4%
2025Q4
Current $58.48
52
N6596X109NXP SEMICONDUCTORS N V
0.47%
of portfolio
Number of shares
12,731,044 sh
Holdings current value
$2.42B
Avg closing price
$203.91
Last action
Added 3.7%
2025Q4
Current —
53
CTRACOTERRA ENERGY INC
Energy·Oil & Gas E&P
0.46%
of portfolio
Number of shares
83,631,117 sh
Holdings current value
$2.42B
Avg closing price
$24.64
+25.4%
Last action
Added 2.5%
2025Q4
Current $30.89
54
AEPAMERICAN ELEC PWR CO INC
Utilities·Utilities - Regulated Electric
0.46%
of portfolio
Number of shares
22,102,537 sh
Holdings current value
$2.42B
Avg closing price
$83.18
+60.7%
Last action
Trimmed 8.1%
2025Q4
Current $133.66
55
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
0.46%
of portfolio
Number of shares
32,919,163 sh
Holdings current value
$2.40B
Avg closing price
$44.47
+73.4%
Last action
Trimmed 8.2%
2025Q4
Current $77.12
56
SYKSTRYKER CORPORATION
Healthcare·Medical Devices
0.46%
of portfolio
Number of shares
6,395,926 sh
Holdings current value
$2.38B
Avg closing price
$263.87
+30.1%
Last action
Added 23.1%
2025Q4
Current $343.32
57
KKRKKR & CO INC
Financial Services·Asset Management
0.44%
of portfolio
Number of shares
19,978,951 sh
Holdings current value
$2.31B
Avg closing price
$106.77
-3.0%
Last action
Added 17.3%
2025Q4
Current $103.60
58
TSLATESLA INC
Consumer Cyclical·Auto Manufacturers
0.44%
of portfolio
Number of shares
8,888,253 sh
Holdings current value
$2.30B
Avg closing price
$276.85
+44.7%
Last action
Added 15.4%
2025Q4
Current $400.62
59
MSMORGAN STANLEY
Financial Services·Capital Markets
0.43%
of portfolio
Number of shares
19,305,043 sh
Holdings current value
$2.25B
Avg closing price
$76.35
+147.3%
Last action
Trimmed 13.0%
2025Q4
Current $188.82
60
CCICROWN CASTLE INTL CORP NEWREIT
Real Estate·REIT - Specialty
0.43%
of portfolio
Number of shares
21,387,895 sh
Holdings current value
$2.23B
Avg closing price
$112.80
-21.4%
Last action
Added 1.8%
2025Q4
Current $88.71
61
AIGAMERICAN INTL GROUP INC
Financial Services·Insurance - Diversified
0.43%
of portfolio
Number of shares
25,430,494 sh
Holdings current value
$2.21B
Avg closing price
$61.81
+27.3%
Last action
Trimmed 0.5%
2025Q4
Current $78.68
62
H1467J104CHUBB LIMITED
0.42%
of portfolio
Number of shares
7,171,879 sh
Holdings current value
$2.17B
Avg closing price
$147.28
Last action
Trimmed 8.0%
2025Q4
Current —
63
EWEDWARDS LIFESCIENCES CORP
Healthcare·Medical Devices
0.41%
of portfolio
Number of shares
29,134,790 sh
Holdings current value
$2.11B
Avg closing price
$79.05
+2.5%
Last action
Added 3.5%
2025Q4
Current $80.99
64
CSCOCISCO SYS INC
Technology·Communication Equipment
0.39%
of portfolio
Number of shares
33,210,159 sh
Holdings current value
$2.05B
Avg closing price
$43.32
+99.1%
Last action
Trimmed 5.4%
2025Q4
Current $86.25
65
CRMSALESFORCE COM INC
Technology·Software - Application
0.39%
of portfolio
Number of shares
7,609,848 sh
Holdings current value
$2.04B
Avg closing price
$198.56
-8.3%
Last action
Added 6.0%
2025Q4
Current $182.14
66
ARESARES MANAGEMENT CORPORATION
Financial Services·Asset Management
0.38%
of portfolio
Number of shares
13,616,373 sh
Holdings current value
$2.00B
Avg closing price
$56.57
+108.2%
Last action
Trimmed 20.7%
2025Q4
Current $117.78
67
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
0.38%
of portfolio
Number of shares
5,367,427 sh
Holdings current value
$1.97B
Avg closing price
$296.13
+18.0%
Last action
Added 12.1%
2025Q4
Current $349.40
68
PCARPACCAR INC
Industrials·Farm & Heavy Construction Machinery
0.38%
of portfolio
Number of shares
20,177,930 sh
Holdings current value
$1.96B
Avg closing price
$99.67
+26.7%
Last action
Added 21.7%
2025Q4
Current $126.25
69
ATOATMOS ENERGY CORP
Utilities·Utilities - Regulated Gas
0.37%
of portfolio
Number of shares
12,321,994 sh
Holdings current value
$1.90B
Avg closing price
$110.80
+68.4%
Last action
Trimmed 3.6%
2025Q4
Current $186.54
70
SBUXSTARBUCKS CORP
Consumer Cyclical·Restaurants
0.37%
of portfolio
Number of shares
19,414,472 sh
Holdings current value
$1.90B
Avg closing price
$90.12
+11.0%
Last action
Trimmed 12.2%
2025Q4
Current $100.00
71
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
0.35%
of portfolio
Number of shares
5,242,431 sh
Holdings current value
$1.81B
Avg closing price
$112.43
+334.1%
Last action
Trimmed 8.0%
2025Q4
Current $488.00
72
WMBWILLIAMS COS INC
Energy·Oil & Gas Midstream
0.34%
of portfolio
Number of shares
29,624,104 sh
Holdings current value
$1.77B
Avg closing price
$47.71
+49.1%
Last action
Trimmed 27.9%
2025Q4
Current $71.15
73
MTBM & T BK CORP
Financial Services·Banks - Regional
0.34%
of portfolio
Number of shares
9,894,065 sh
Holdings current value
$1.77B
Avg closing price
$137.83
+58.7%
Last action
Trimmed 0.8%
2025Q4
Current $218.79
74
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
0.33%
of portfolio
Number of shares
14,221,646 sh
Holdings current value
$1.73B
Avg closing price
$87.85
+45.7%
Last action
Trimmed 3.0%
2025Q4
Current $128.03
75
ISRGINTUITIVE SURGICAL INC
Healthcare·Medical Instruments & Supplies
0.33%
of portfolio
Number of shares
3,499,052 sh
Holdings current value
$1.73B
Avg closing price
$408.15
+15.0%
Last action
Added 9.2%
2025Q4
Current $469.21

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
3.61% · +12.6%
AAPL
3.52% · +21.7%
NVDA
2.86% · +86.1%
UNH
2.60% · -38.0%
AMZN
2.37% · +31.7%
LLY
2.02% · +12.2%
AVGO
1.90% · +142.8%
GOOGL
1.67% · +121.0%
MA
1.43% · -4.9%
MRK
1.41% · +32.7%
JPM
1.13% · +26.5%
META
1.11% · +19.5%
WFC
0.98% · +13.4%
AXP
0.93% · +23.3%
TJX
0.81% · +31.9%
NFLX
0.79% · -89.6%
ABT
0.76% · -27.0%
V
0.74% · -9.5%
PG
0.73% · -13.8%
JNJ
0.72% · +41.2%
BAC
0.72% · +29.2%
ACCENTURE PLC IRELAND
0.72%
MCD
0.71% · -0.3%
DHR
0.70% · -5.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology223 pos$101.70B21.2%
  • Healthcare289 pos$91.45B19.0%
  • Financial Services253 pos$76.83B16.0%
  • Consumer Cyclical144 pos$47.94B10.0%
  • Industrials189 pos$41.32B8.6%
  • Communication Services51 pos$31.21B6.5%
  • Energy74 pos$24.32B5.1%
  • Consumer Defensive77 pos$23.62B4.9%
  • Utilities38 pos$17.69B3.7%
  • Real Estate90 pos$17.07B3.6%
  • Basic Materials71 pos$7.50B1.6%
(7.5% unclassified, excluded from %)