LSV ASSET MANAGEMENT

CIK: 0001050470Latest portfolio: $45.9B · Q4 2025

Holdings

882

Total Value

$45.9B

New Positions

39

Closed Positions

50

#StockSharesValue% PortfolioChangeType
1
GOOGLAlphabet Inc
2,708,329$847.7M1.85%+155K
2
TRVCCitigroup Inc
5,756,679$671.7M1.46%-277,058
3
CSCOCisco Systems Inc
8,377,670$645.3M1.41%-315,413
4
QCOMQUALCOMM Inc
3,461,770$592.1M1.29%+59K
5
WFCWells Fargo & Co
6,291,908$586.4M1.28%-228,440
6
BKBank of New York Mellon Corp/The
4,942,656$573.8M1.25%-726,382
7
GMGeneral Motors Co
7,048,965$573.2M1.25%-465,152
8
TAT&T Inc
22,408,426$556.6M1.21%-492,236
9
STTState Street Corp
4,226,041$545.2M1.19%-243,775
10
MRKMerck & Co Inc
5,174,433$544.7M1.19%-124,840
11
GILDGilead Sciences Inc
4,146,280$508.9M1.11%-153,313
12
BACVerizon Communications Inc
12,064,949$491.4M1.07%-114,888
13
FOXAFox Corp
6,590,489$481.6M1.05%-546,314
14
EBAeBay Inc
5,438,120$473.7M1.03%-448,476
15
BMYBristol-Myers Squibb Co
8,652,789$466.7M1.02%+383K
16
PFEPfizer Inc
17,502,714$435.8M0.95%+579K
17
KRKroger Co/The
6,797,438$424.7M0.93%-91,835
18
HIGHartford Insurance Group Inc/The
3,064,831$422.3M0.92%-137,381
19
JAZZJazz Pharmaceuticals PLC
2,455,957$417.5M0.91%-55,901
20
CMCSAComcast Corp
13,808,535$412.7M0.90%-35,384
21
NEMNewmont Corp
3,996,851$399.1M0.87%-61,088
22
JNJJohnson & Johnson
1,916,508$396.6M0.86%-1,153,850
23
INCYIncyte Corp
3,933,758$388.5M0.85%-52,339
24
HCAHCA Healthcare Inc
825,867$385.6M0.84%-17,756
25
CFGCitizens Financial Group Inc
6,203,383$362.3M0.79%-171,877

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PBI4.2M+3.0M
ADT27.8M+2.2M
GTX6.2M+2.0M
RNG2.9M+1.7M
AAL2.8M+1.4M
FIHL4.4M+1.4M
FDO.F6.0M+1.2M
GIS4.0M+986K
MTCH5.6M+874K
BNL2.2M+816K

Decreased Positions

NameSharesChange
FLEX3.7M-2164782
CNC2.4M-2061964
NAVI1.6M-1809210
AMKR2.8M-1161294
JNJ1.9M-1153850
GTES2.5M-1008364
GU910-1001771
MUR2.6M-889589
BDN1.9M-781588
BG1.3M-733032

Sector Breakdown

TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Consumer CyclicalNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Unknown0.0% ($6.717474736603394e+242T)
Real Estate0.0% ($1.7645768131677056e+203T)
Energy0.0% ($2.516212162762025e+201T)
Consumer Defensive0.0% ($4.247042999392797e+174T)
Communication Services0.0% ($8.477075566254817e+159T)
Basic Materials0.0% ($3.990861840731318e+107T)
Utilities0.0% ($2.161771041324339e+39T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$45.9B882
Q3 2025Nov 6, 2025$45.3B894
Q2 2025Aug 11, 2025$42.7B817
Q1 2025May 9, 2025$41.7B838
Q4 2024Feb 13, 2025$43.3B832

Fund Information

CIK0001050470
Most Recent FilingFeb 6, 2026
Number of Filings5

LSV ASSET MANAGEMENT is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $45.9B across 882 holdings. The largest position is Alphabet Inc (GOOGL), representing 1.8% of the portfolio. Compared to the previous quarter, the fund opened 39 new positions and closed 51 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.