WADDELL & ASSOCIATES, LLC JHG — JANUS HENDERSON GROUP PLC

Ownership history in WADDELL & ASSOCIATES, LLC  ·  4 quarters on record

AI Ownership Summary

WADDELL & ASSOCIATES, LLC reported JANUS HENDERSON GROUP PLC (JHG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows JHG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WADDELL & ASSOCIATES, LLC's position in JANUS HENDERSON GROUP PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JHG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JHG stock page WADDELL & ASSOCIATES, LLC fund profile WADDELL & ASSOCIATES, LLC full holdings
How WADDELL & ASSOCIATES, LLC held JHG — position size vs. price
% of Fund (quarterly)    JHG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,693 -2,730 -36.8% 0.01% $244K 2026-07-15 $51.95
2026 Q1 ADDED — — — 7,423 +95 +1.3% 0.02% $381K 2026-05-11 —
2025 Q4 ADDED — — — 7,328 +1,424 +24.1% 0.02% $349K 2026-02-11 —
2025 Q3 INITIATED — — — 5,904 — — 0.02% $263K 2025-11-10 —

🏢 Other funds also holding JHG

As of 2026 Q2 — sorted by position size

CREDIT INDUSTRIEL ET COMMERCIAL 7.06% EQUITEC PROPRIETARY MARKETS, LLC 3Y 7Y 1.78% EQUITEC PROPRIETARY MARKETS, LLC 3Y 7Y 1.6% Monument Capital Management 3Y 7Y 0.53% REXFORD CAPITAL INC 0.2% Yorktown Management & Research Co Inc 3Y 7Y 0.19% Ruffer LLP 3Y 7Y 0.18% Impact Investors, Inc 0.16% TOKIO MARINE ASSET MANAGEMENT CO LTD 3Y 7Y 0.15% Park Capital Management, LLC / WI 0.13%

FAQ About WADDELL & ASSOCIATES, LLC and JHG

These are the practical questions this page is built to answer before you even open the full history table.

How long has WADDELL & ASSOCIATES, LLC reported owning JHG?

WADDELL & ASSOCIATES, LLC reported JHG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported JHG position in WADDELL & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for JHG was 0.02% in 2025 Q4.

What is the latest reported JHG position on this page?

The most recent filing on this page is 2026 Q2, when WADDELL & ASSOCIATES, LLC reported 4,693 shares, equal to 0.01% of portfolio, with an estimated market value of $244K.

What does the chart on this JHG ownership page compare?

The chart compares WADDELL & ASSOCIATES, LLC's quarterly JHG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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