Brandywine Global Investment Management, LLC

All 13F Filings

Location
Philadelphia, PA
Most recent 13F
Q4 2025
Holdings value ($000)
14,911,915
Description
Philadelphia Pennsylvania based active public markets manager with a manager led operating structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes cross border allocation discipline, model based security selection, and valuation discipline and downside awareness for institutional portfolio mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through portfolio design accountability and exposure consistency.
Website
Founded
Chairman
CEO
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 2/11/2026 601 14,911,915 13F-HR Brandywine Global Investment Management, LLC
Q2 2025 8/12/2025 572 14,198,871 13F-HR Brandywine Global Investment Management, LLC
Q1 2025 5/13/2025 558 13,869,496 13F-HR Brandywine Global Investment Management, LLC
Q4 2024 2/12/2025 557 13,765,288 13F-HR Brandywine Global Investment Management, LLC
Q3 2024 11/12/2024 669 14,998,033 13F-HR Brandywine Global Investment Management, LLC
Q2 2024 8/14/2024 686 13,380,885 13F-HR Brandywine Global Investment Management, LLC
Q1 2024 5/13/2024 696 13,846,662 13F-HR Brandywine Global Investment Management, LLC
Q4 2023 2/9/2024 684 12,420,995 13F-HR Brandywine Global Investment Management, LLC
Q3 2023 11/13/2023 686 11,416,729 13F-HR Brandywine Global Investment Management, LLC
Q2 2023 8/11/2023 694 12,006,938 13F-HR Brandywine Global Investment Management, LLC
Q1 2023 5/25/2023 704 12,387,745 13F-HR/A - NEW HOLDINGS Brandywine Global Investment Management, LLC
Q1 2023 5/12/2023 702 12,384,691 13F-HR Brandywine Global Investment Management, LLC
Q4 2022 2/10/2023 719 12,804,663 13F-HR Brandywine Global Investment Management, LLC
Q3 2022 11/14/2022 731 10,732,541 13F-HR Brandywine Global Investment Management, LLC
Q2 2022 8/11/2022 719 11,493,202 13F-HR Brandywine Global Investment Management, LLC
Q1 2022 5/13/2022 712 13,678,361 13F-HR Brandywine Global Investment Management, LLC
Q4 2021 2/11/2022 695 13,998,906 13F-HR Brandywine Global Investment Management, LLC
Q3 2021 11/12/2021 676 13,233,258 13F-HR Brandywine Global Investment Management, LLC
Q2 2021 8/13/2021 681 13,498,206 13F-HR Brandywine Global Investment Management, LLC
Q1 2021 5/13/2021 671 13,265,101 13F-HR Brandywine Global Investment Management, LLC
Q4 2020 2/10/2021 627 12,043,554 13F-HR Brandywine Global Investment Management, LLC
Q3 2020 11/12/2020 589 10,165,751 13F-HR Brandywine Global Investment Management, LLC
Q2 2020 8/14/2020 743 9,809,543 13F-HR Brandywine Global Investment Management, LLC
Q1 2020 5/15/2020 792 8,371,292 13F-HR Brandywine Global Investment Management, LLC
Q4 2019 2/14/2020 814 14,201,955 13F-HR Brandywine Global Investment Management, LLC
Q1 2014 5/15/2014 932 11,514,343 13F-HR Brandywine Global Investment Management, LLC
Q4 2013 2/14/2014 973 10,902,259 13F-HR Brandywine Global Investment Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 14.66 M 98.3% 14.66 M 0 14.66 M
ETFs 51.1 K 0.3% 51.1 K 0 51.1 K
Debt 194.9 K 1.3% 194.9 K 0 194.9 K
Other 6.153 K 0.0% 6.153 K 0 6.153 K
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Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
14,911,915
Holdings
601
QoQ value change ($000)
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.