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Manning & Napier Group, LLC's Avatar

Manning & Napier Group, LLC

$7.84 B
AUM
450
Holdings
2025 Q3
Latest Quarter
12.41%
Turnover

About Manning & Napier Group, LLC

Manning & Napier, Inc. is an independent investment management firm founded in 1970. Headquartered in Rochester, New York, the firm provides a broad range of investment solutions to institutional and individual clients. They are known for their active, research-driven approach and their use of proprietary, team-managed strategies that adapt to changing market conditions.

Manning & Napier Group, LLC Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
645,204 $334.18 M 4.26% 1.3 Years -4.02%
UNH
865,966 $299.02 M 3.81% 1.3 Years +40.17%
TSM
992,259 $277.13 M 3.53% 1.3 Years +30.20%
1.47 M $273.51 M 3.49% 1.3 Years +11.00%
719,318 $252.67 M 3.22% 0.75 Years -2.30%
1.12 M $248.79 M 3.17% 1.3 Years -6.83%
977,825 $238.64 M 3.04% 1.3 Years -31.41%
LHX
754,454 $230.42 M 2.94% 1.3 Years -5.73%
MA
398,259 $226.53 M 2.89% 1.3 Years -4.55%
300,241 $223.2 M 2.85% 1.3 Years -4.70%

Recent Moves

Significant New Position
+1.6 M Shares | +$138.72 M Value
Continues to build a major stake in the Materials sector
2025 Q3
Added to Core Holding
+241,242 Shares | +$95.37 M Value
Largest position increase in Healthcare sector
2025 Q3
Reduced Exposure to Position
-447,778 Shares | -$109.28 M Value
Significant reduction in holdings of Communication Services
2025 Q3
Complete Exit
-237,007 Shares | -$5.02 M Value
Cleared DK, sector remains in portfolio
2025 Q3

Manning & Napier Group, LLC's Historical Top Holdings Breakdown

Portfolio Date:

Manning & Napier Group, LLC Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
ALB
09/30/2025 New Buy 1.6 M 1.6 M $138.72 M
BSY
09/30/2025 New Buy 2.35 M 2.35 M $122.03 M
09/30/2025 Reduce -31.4% 977,825 -447,778 $109.28 M
FI
09/30/2025 Reduce -99.9% 696 -780,636 $100.65 M
CMG
09/30/2025 Reduce -99.9% 2,292 -2.5 M $97.82 M
09/30/2025 Add 103.3% 474,822 241,242 $95.37 M
JPM
09/30/2025 Reduce -68.2% 135,446 -290,389 $91.67 M
UNH
09/30/2025 Add 40.2% 865,966 248,179 $85.7 M
CSX
09/30/2025 Reduce -91.6% 215,206 -2.35 M $84.15 M
NSC
09/30/2025 Reduce -99.7% 738 -265,262 $79.69 M

Manning & Napier Group, LLC's Sector Breakdowns

Portfolio Date: