Kovitz Investment Group Partners
JHG

Kovitz Investment Group Partners’s Janus Henderson JHG Stock Holding History

Kovitz Investment Group Partners’s Portfolio JHG Stock Details JHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,146
Closed -$363K – 911
2025
Q3 		$363K Buy
+8,146
New +$352K ﹤0.01% 1131

Other funds holding JHG

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's JHG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Janus Henderson (JHG) in Q4 2025, closing a stake of 8,146 shares — an estimated $363K sold.

Kovitz Investment Group Partners first reported a position in JHG in Q3 2025 and held it in 1 quarter. The position peaked at $363K in Q3 2025. 468 funds tracked by Wall St. Rank hold JHG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Janus Henderson position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,146 Janus Henderson shares in Q4 2025, an estimated $363K.
  • Kovitz Investment Group Partners first reported a position in Janus Henderson in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Janus Henderson position peaked at $363K in Q3 2025.
  • 468 funds tracked by Wall St. Rank held Janus Henderson as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.