EARNEST PARTNERS LLC

Q2 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
292
Total value ($000)
$22,184,345
Net value change ($000)
+1,299,688 (6.2%)
New positions
9
Sold out positions
5
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CIB 115,235 NEW
WWD 88,158 34.7%
AUB 85,087 NEW
AVTR 82,069 NEW
SMG 79,293 47.1%
ECG 70,125 NEW
AEIS 58,593 37.5%
AMKR 50,717 120.3%
DAR 50,087 39.3%
QGEN 49,122 32.1%
Top Reduces (Value $000, Stocks/ETFs)
BXK -103,158 -100.0%
NSP -41,363 -33.8%
PGR -36,128 -25.5%
MYGN -35,279 -100.0%
HP -34,767 -41.4%
EMN -31,083 -15.6%
CWST -31,080 -17.6%
RSG -27,271 -9.2%
CBT -26,374 -9.8%
SNA -24,325 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type