WELLINGTON MANAGEMENT GROUP LLP
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 570,656,015
- Description
- Boston Massachusetts based credit cycle aware portfolio manager with a partnership governance model and a disciplined and process driven investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and cross border allocation discipline for risk aware fixed income allocations. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through portfolio adaptability governance and oversight rigor.
- Website
- https://www.wellington.com/
- Founded
- 1933
- Chairman
- —
- CEO
- Jean Hynes
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 1,912 | 570,656,015 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q3 2025 | 11/14/2025 | 1,969 | 571,313,516 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q2 2025 | 8/14/2025 | 1,933 | 550,984,088 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q1 2025 | 5/13/2025 | 1,933 | 519,865,528 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q4 2024 | 3/24/2025 | 3 | 122,103 | 13F-HR/A - NEW HOLDINGS | WELLINGTON MANAGEMENT GROUP LLP |
| Q4 2024 | 2/12/2025 | 1,924 | 546,058,788 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q3 2024 | 11/14/2024 | 1,910 | 570,973,074 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q2 2024 | 8/14/2024 | 1,874 | 560,181,243 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q1 2024 | 5/15/2024 | 1,887 | 564,440,278 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q4 2023 | 3/5/2024 | 13 | 604,895 | 13F-HR/A - NEW HOLDINGS | WELLINGTON MANAGEMENT GROUP LLP |
| Q4 2023 | 2/12/2024 | 1,799 | 535,768,596 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q3 2023 | 12/1/2023 | 18 | 894,433 | 13F-HR/A - NEW HOLDINGS | WELLINGTON MANAGEMENT GROUP LLP |
| Q3 2023 | 11/14/2023 | 1,780 | 498,628,697 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q2 2023 | 8/14/2023 | 1,795 | 527,487,379 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q1 2023 | 5/12/2023 | 1,982 | 504,606,714 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q4 2022 | 2/13/2023 | 1,978 | 498,704,039 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q3 2022 | 11/14/2022 | 2,019 | 469,487,337 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q2 2022 | 8/15/2022 | 2,056 | 496,550,162 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q1 2022 | 5/16/2022 | 2,101 | 583,990,026 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q4 2021 | 2/11/2022 | 2,167 | 625,283,183 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q3 2021 | 11/15/2021 | 2,139 | 587,946,184 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q2 2021 | 8/16/2021 | 2,120 | 600,777,299 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q1 2021 | 5/17/2021 | 2,081 | 567,825,717 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q4 2020 | 2/12/2021 | 1,904 | 543,080,139 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q3 2020 | 11/16/2020 | 1,872 | 483,123,329 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q2 2020 | 8/14/2020 | 1,834 | 449,130,053 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q1 2020 | 5/14/2020 | 1,890 | 377,869,689 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q4 2019 | 2/11/2020 | 2,001 | 477,164,384 | 13F-HR | WELLINGTON MANAGEMENT GROUP LLP |
| Q1 2014 | 5/15/2014 | 2,135 | 360,281,533 | 13F-HR | WELLINGTON MANAGEMENT CO LLP |
| Q4 2013 | 2/14/2014 | 2,144 | 347,756,546 | 13F-HR | WELLINGTON MANAGEMENT CO LLP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
60.97 K
(0.0% of total reported value)
· QoQ Δ:
-65.13 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 567.1 M | 99.4% | 1.553 M | 0 | 1.553 M |
| ETFs | 2.048 M | 0.4% | 0 | 2.411 M | -2.411 M |
| Debt | 938.6 K | 0.2% | 0 | 94.7 K | -94.7 K |
| Other | 475 K | 0.1% | 360.7 K | 0 | 360.7 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
570,656,015
Holdings
1912
QoQ value change ($000)
-657,501
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.