Hardman Johnston Global Advisors LLC Portfolio Holdings

Hardman Johnston Global Advisors LLC

  • $1.99 Billion
  • Q4 2025

Hardman Johnston Global Advisors LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.99 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Icici Bank LTD with a value of $172M, Hdfc Bank LTD with a value of $163M, Asml Holding Nv with a value of $159M, Mercadolibre Inc with a value of $157M, and Howmet Aerospace Inc. with a value of $102M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $1.98B to 1.99B.

Below you can find more details about Hardman Johnston Global Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.99 Billion
Technology: $554 Million
Financial Services: $513 Million
Healthcare: $258 Million
Industrials: $257 Million
Consumer Cyclical: $191 Million
Communication Services: $122 Million
Consumer Defensive: $38.3 Million
Basic Materials: $34.1 Million
Other: $24.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109B
$172 Million 8.64% of portfolio
5,526,617
Q4 2025 Reduced 3.65%
$68.4B
$163 Million 8.19% of portfolio
4,428,563
Q4 2025 Added 3.72%
$405B
$159 Million 7.99% of portfolio
156,004
Q4 2025 Added 21.06%
$103B
$157 Million 7.89% of portfolio
76,741
Q4 2025 Reduced 1.07%
$84.4B
$102 Million 5.1% of portfolio
499,506
Q4 2025 Reduced 0.58%
$465B
$97.5 Million 4.9% of portfolio
522,756
Q4 2025 Reduced 9.55%
$1.46T
$87.1 Million 4.37% of portfolio
308,792
Q4 2025 Added 1.22%
$1.65T
$86.7 Million 4.35% of portfolio
313,632
Q4 2025 Added 4.6%
$3.78T
$80.8 Million 4.06% of portfolio
159,220
Q4 2025 Added 0.8%
$512B
$53 Million 2.66% of portfolio
98,770
Q4 2025 Reduced 10.99%
$277B
$48.9 Million 2.45% of portfolio
546,923
Q4 2025 Reduced 2.61%
$21.2B
$47.1 Million 2.37% of portfolio
85,449
Q4 2025 Reduced 11.6%
$4.3T
$45.9 Million 2.31% of portfolio
171,797
Q4 2025 Reduced 7.97%
$32.7B
$36.5 Million 1.83% of portfolio
420,941
Q4 2025 Added 19.52%
$19.9B
$35.4 Million 1.78% of portfolio
410,664
Q4 2025 Added 62.87%
$2.39T
$33.4 Million 1.68% of portfolio
142,158
Q4 2025 Added 55.61%
$971B
$32.9 Million 1.65% of portfolio
32,199
Q4 2025 Added 181.29%
$167B
$30.3 Million 1.52% of portfolio
329,879
Q4 2025 Reduced 9.02%
$413B
$28.7 Million 1.44% of portfolio
557,970
Q4 2025 Added 16.78%
$111B
$27.7 Million 1.39% of portfolio
63,806
Q4 2025 Reduced 19.39%
$53.4B
$27.3 Million 1.37% of portfolio
316,770
Q4 2025 Reduced 9.72%
$89.7B
$26 Million 1.31% of portfolio
143,970
Q4 2025 Reduced 10.01%
$7.56B
$24.7 Million 1.24% of portfolio
121,984
Q4 2025 Reduced 12.75%
$41B
$24.2 Million 1.22% of portfolio
109,907
Q4 2025 Reduced 8.24%
$147B
$23.4 Million 1.18% of portfolio
228,264
Q4 2025 Reduced 3.83%
$104B
$23 Million 1.16% of portfolio
91,807
Q4 2025 Reduced 5.56%
$47.4B
$22 Million 1.1% of portfolio
332,858
Q4 2025 Reduced 46.1%
$190B
$19.6 Million 0.98% of portfolio
199,450
Q4 2025 New
$5.52B
$19.1 Million 0.96% of portfolio
163,286
Q4 2025 Reduced 23.02%
$128B
$19.1 Million 0.96% of portfolio
198,864
Q4 2025 Reduced 15.43%
$151B
$18.3 Million 0.92% of portfolio
56,179
Q4 2025 Reduced 4.75%
$71.6B
$17.8 Million 0.89% of portfolio
286,915
Q4 2025 Reduced 10.89%
$5.82B
$16.6 Million 0.83% of portfolio
239,547
Q4 2025 Reduced 13.18%
$19B
$15.4 Million 0.77% of portfolio
127,236
Q4 2025 Reduced 19.16%
$10B
$13.3 Million 0.67% of portfolio
630,840
Q4 2025 New
$1.37T
$13.2 Million 0.66% of portfolio
21,605
Q4 2025 Reduced 51.69%
$13.5B
$12.1 Million 0.61% of portfolio
105,498
Q4 2025 Added 0.16%
$120B
$10.9 Million 0.55% of portfolio
401,361
Q4 2025 Reduced 19.43%
$54.5B
$10.8 Million 0.54% of portfolio
56,697
Q4 2025 Reduced 14.19%
$1.74T
$9.15 Million 0.46% of portfolio
32,030
Q4 2025 Added 28.12%
$21.3B
$8.69 Million 0.44% of portfolio
372,431
Q4 2025 Reduced 3.65%
$300B
$8.05 Million 0.4% of portfolio
25,111
Q4 2025 Added 0.12%
$9.71B
$7.13 Million 0.36% of portfolio
108,568
Q4 2025 Reduced 18.58%
$36.7B
$7.19 Million 0.36% of portfolio
84,790
Q4 2025 Added 326.72%
$228B
$5.68 Million 0.29% of portfolio
43,711
Q4 2025 Added 16.3%
$70.2B
$5.77 Million 0.29% of portfolio
178,885
Q4 2025 Added 13.83%
$139B
$3.71 Million 0.19% of portfolio
10,828
Q4 2025 Added 982.8%
$114B
$3.25 Million 0.16% of portfolio
26,307
Q4 2025 Added 9.74%
$52.4B
$2.44 Million 0.12% of portfolio
66,143
Q4 2025 Added 18.06%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $1.99 Billion
  • Prior Value $1.98 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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