Guru Ownership Trend
Guru Analysis for Janus Henderson Group plc (JHG)
Janus Henderson Group plc (JHG), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.98 B.
Top institutional holders include Nelson Peltz and Cliff Asness.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 34.53% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $52.81 M net inflow during the quarter.
Recent activity highlights HOTCHKIS & WILEY who opened a new position. Conversely, Jeremy Grantham reduced exposure by 27.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 34.53% | 31,867,800 | $1.42 B | Q3 2025 | ||
| 0.14% | Add 29.7% | 4,800,028 | $213.65 M | Q3 2025 | |
| 0.97% | Add 0.4% | 2,044,802 | $91.01 M | Q3 2025 | |
| 0.03% | Add 17.5% | 1,807,154 | $80.44 M | Q3 2025 | |
| 0.18% | Reduce -2.4% | 417,132 | $18.57 M | Q3 2025 | |
| 0.02% | New Buy | 151,529 | $6.74 M | Q3 2025 | |
| 0.01% | Reduce -27.3% | 85,107 | $3.79 M | Q3 2025 | |
| 1.56% | Reduce -3.0% | 33,562 | $1.6 M | Q4 2025 | |
| 0.01% | 32,922 | $1.47 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Janus Henderson Group plc (JHG)
Major holders include Nelson Peltz ($1.42 B), Cliff Asness ($213.65 M), John Rogers ($91.01 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 41.24 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $52.81 M, with 4 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited JHG. The total reported sell value was $15.19 M.
Yes, 1 managers opened new positions in JHG, and 3 increased their existing holdings. The total reported buy value was $68 M.