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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$405B
$159 Million 7.99% of portfolio
156,004
Q4 2025 Added 21.06%
$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%
$4.3T
$45.9 Million 2.31% of portfolio
171,797
Q4 2025 Reduced 7.97%
$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%
$413B
$28.7 Million 1.44% of portfolio
557,970
Q4 2025 Added 16.78%
$1.37T
$13.2 Million 0.66% of portfolio
21,605
Q4 2025 Reduced 51.69%
$1.74T
$9.15 Million 0.46% of portfolio
32,030
Q4 2025 Added 28.12%
$300B
$8.05 Million 0.4% of portfolio
25,111
Q4 2025 Added 0.12%
$228B
$5.68 Million 0.29% of portfolio
43,711
Q4 2025 Added 16.3%
$346B
$2.44 Million 0.12% of portfolio
16,700
Q3 2023 Reduced 2.21%
$235B
$1.18 Million 0.06% of portfolio
12,750
Q2 2019 Reduced 2.3%
$490B
$1.05 Million 0.05% of portfolio
8,883
Q3 2020 Reduced 21.27%
$303B
$836,000 0.04% of portfolio
5,400
Q4 2023 Reduced 1.82%
$270B
$378,000 0.02% of portfolio
5,000
Q4 2023 Reduced 13.79%
$328B
$343,000 0.02% of portfolio
1,146
Q3 2025 Reduced 25.87%

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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