WEDGE CAPITAL MANAGEMENT L L P/NC Q3 2025 Filing
Filed October 10, 2025
Portfolio Value
$5.9T
Holdings
525
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (525 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LRCXLam Research Corp New | 622,436 | $83.3B | 1.41% | |
| 2 | KLACKLA-Tencor Corp | 73,398 | $79.2B | 1.34% | |
| 3 | NXTNextracker Inc Class A Com | 1,039,010 | $76.9B | 1.30% | |
| 4 | STXSeagate Technology Hldngs PLC | 318,860 | $75.3B | 1.27% | |
| 5 | TELTE Connectivity PLC | 334,111 | $73.3B | 1.24% | |
| 6 | APHAmphenol Corp | 591,796 | $73.2B | 1.24% | |
| 7 | SSNCSS&C Technologies Holdings Inc | 822,524 | $73.0B | 1.24% | |
| 8 | MSFTMicrosoft Corp | 140,323 | $72.7B | 1.23% | |
| 9 | CWCurtiss-Wright Corp | 133,317 | $72.4B | 1.23% | |
| 10 | GOOGLAlphabet Inc Cap Stock Cl A | 289,387 | $70.3B | 1.19% | |
| 11 | FNFabrinet | 192,572 | $70.2B | 1.19% | |
| 12 | NTAPNetApp Inc | 589,025 | $69.8B | 1.18% | |
| 13 | DBXDROPBOX INC | 2,287,185 | $69.1B | 1.17% | |
| 14 | METAMeta Platforms Inc | 94,025 | $69.1B | 1.17% | |
| 15 | ANETArista Networks Inc | 466,470 | $68.0B | 1.15% | |
| 16 | IDIInterDigital Inc | 194,891 | $67.3B | 1.14% | |
| 17 | FFIVF5 Inc Com | 203,665 | $65.8B | 1.11% | |
| 18 | ADSKAutodesk Inc | 207,077 | $65.8B | 1.11% | |
| 19 | JBLJabil Inc | 300,327 | $65.2B | 1.10% | |
| 20 | CSCOCisco Systems Inc | 947,846 | $64.9B | 1.10% | |
| 21 | CVLTCommVault Systems Inc | 342,740 | $64.7B | 1.10% | |
| 22 | CDNSCadence Design Systems Inc | 182,403 | $64.1B | 1.09% | |
| 23 | INTUIntuit Inc | 93,496 | $63.8B | 1.08% | |
| 24 | ZMZoom Video Communications Inc | 767,965 | $63.4B | 1.07% | |
| 25 | CTSHCognizant Technology Solutions | 907,233 | $60.8B | 1.03% | |
| 26 | DOXAmdocs Ltd | 739,255 | $60.7B | 1.03% | |
| 27 | PAYXPaychex Inc | 476,943 | $60.5B | 1.02% | |
| 28 | ALLYAlly Financial Inc | 1,121,186 | $44.0B | 0.74% | |
| 29 | DDSDillard's Inc | 70,880 | $43.6B | 0.74% | |
| 30 | RPRXRoyalty Pharma Plc Class A | 1,192,441 | $42.1B | 0.71% | |
| 31 | RFRegions Financial Corp | 1,567,000 | $41.3B | 0.70% | |
| 32 | JXNJackson Financial Inc Cl A | 402,856 | $40.8B | 0.69% | |
| 33 | VLYValley National Bancorp | 3,745,286 | $39.7B | 0.67% | |
| 34 | GSThe Goldman Sachs Group Inc | 49,725 | $39.6B | 0.67% | |
| 35 | SYFSynchrony Financial | 554,378 | $39.4B | 0.67% | |
| 36 | THCTenet Healthcare Corp New | 193,864 | $39.4B | 0.67% | |
| 37 | UNMUnum Group | 502,222 | $39.1B | 0.66% | |
| 38 | WYNNWynn Resorts Ltd | 303,986 | $39.0B | 0.66% | |
| 39 | STTState Street Corp | 334,476 | $38.8B | 0.66% | |
| 40 | CCLCarnival Corp | 1,330,502 | $38.5B | 0.65% | |
| 41 | EAElectronic Arts Inc | 190,384 | $38.4B | 0.65% | |
| 42 | ZIONZions Bancorporation | 669,580 | $37.9B | 0.64% | |
| 43 | AERAerCap Holdings NV | 312,003 | $37.8B | 0.64% | |
| 44 | HCAHCA Healthcare Inc | 88,410 | $37.7B | 0.64% | |
| 45 | TRVCCitigroup Inc | 368,798 | $37.4B | 0.63% | |
| 46 | FNFFidelity Natl Financial Inc | 615,359 | $37.2B | 0.63% | |
| 47 | VOYAVoya Financial Inc | 490,017 | $36.7B | 0.62% | |
| 48 | HIGHartford Insurance Group Inc C | 270,940 | $36.1B | 0.61% | |
| 49 | METMetLife Inc | 431,319 | $35.5B | 0.60% | |
| 50 | SLMSLM Corp | 1,274,659 | $35.3B | 0.60% | |
| 51 | ANAutoNation Inc | 158,161 | $34.6B | 0.59% | |
| 52 | UBERUber Technologies Inc | 351,065 | $34.4B | 0.58% | |
| 53 | URBNUrban Outfitters Inc | 480,089 | $34.3B | 0.58% | |
| 54 | GMGeneral Motors Co | 562,383 | $34.3B | 0.58% | |
| 55 | RCLRoyal Caribbean Group | 105,607 | $34.2B | 0.58% | |
| 56 | PRUPrudential Financial Inc | 326,067 | $33.8B | 0.57% | |
| 57 | CASYCaseys General Stores Inc | 59,678 | $33.7B | 0.57% | |
| 58 | A4SAmeriprise Financial Inc | 67,962 | $33.4B | 0.57% | |
| 59 | DVADaVita Inc | 250,918 | $33.3B | 0.56% | |
| 60 | GRMNGarmin Ltd | 135,045 | $33.3B | 0.56% | |
| 61 | LTHLife Time Group Holdings Inc C | 1,186,075 | $32.7B | 0.55% | |
| 62 | LRNStride Inc | 218,789 | $32.6B | 0.55% | |
| 63 | RLRalph Lauren Corp | 103,183 | $32.4B | 0.55% | |
| 64 | BYDBoyd Gaming Corp | 373,668 | $32.3B | 0.55% | |
| 65 | BENFranklin Resources Inc | 1,396,136 | $32.3B | 0.55% | |
| 66 | TPRTapestry Inc | 282,183 | $31.9B | 0.54% | |
| 67 | GPIGroup 1 Automotive Inc | 72,729 | $31.8B | 0.54% | |
| 68 | DISThe Walt Disney Co | 273,992 | $31.4B | 0.53% | |
| 69 | BKNGBooking Holdings Inc | 5,705 | $30.8B | 0.52% | |
| 70 | HASHasbro Inc | 403,529 | $30.6B | 0.52% | |
| 71 | EBAeBay Inc | 336,103 | $30.6B | 0.52% | |
| 72 | EATBrinker Intl Inc | 240,848 | $30.5B | 0.52% | |
| 73 | ABBVAbbVie Inc | 129,759 | $30.0B | 0.51% | |
| 74 | CVSCVS Health Corp | 390,797 | $29.5B | 0.50% | |
| 75 | NYTNew York Times Co Cl A | 505,246 | $29.0B | 0.49% | |
| 76 | JNJJohnson & Johnson | 150,491 | $27.9B | 0.47% | |
| 77 | MCKMcKesson Corp | 36,114 | $27.9B | 0.47% | |
| 78 | UTHUnited Therapeutics Corp | 66,552 | $27.9B | 0.47% | |
| 79 | JAZZJazz Pharmaceuticals plc | 211,185 | $27.8B | 0.47% | |
| 80 | ABGCencora Inc Com | 88,409 | $27.6B | 0.47% | |
| 81 | LHLabcorp Holdings Inc | 95,783 | $27.5B | 0.47% | |
| 82 | BIIBBiogen Inc | 192,872 | $27.0B | 0.46% | |
| 83 | TFXTeleflex Inc | 220,082 | $26.9B | 0.46% | |
| 84 | PFEPfizer Inc | 1,056,239 | $26.9B | 0.46% | |
| 85 | GEHCGE Healthcare Technologies Inc | 357,638 | $26.9B | 0.45% | |
| 86 | BMYBristol-Myers Squibb Co | 585,716 | $26.4B | 0.45% | |
| 87 | MOAltria Group Inc | 398,754 | $26.3B | 0.45% | |
| 88 | 4I1Philip Morris Intl Inc | 160,087 | $26.0B | 0.44% | |
| 89 | SOLVSolventum Corp | 352,392 | $25.7B | 0.44% | |
| 90 | REGNRegeneron Pharmaceuticals | 45,195 | $25.4B | 0.43% | |
| 91 | CAHCardinal Health Inc | 161,185 | $25.3B | 0.43% | |
| 92 | GILDGilead Sciences Inc | 227,844 | $25.3B | 0.43% | |
| 93 | CALMCal-Maine Foods Inc | 259,445 | $24.4B | 0.41% | |
| 94 | VTRSViatris Inc | 2,390,540 | $23.7B | 0.40% | |
| 95 | SWXSouthwest Gas Hldgs Inc Com | 259,718 | $20.3B | 0.34% | |
| 96 | CSLCarlisle Cos Inc | 59,585 | $19.6B | 0.33% | |
| 97 | XELXcel Energy Inc | 231,709 | $18.7B | 0.32% | |
| 98 | FEFirstEnergy Corp | 397,209 | $18.2B | 0.31% | |
| 99 | EVRGEvergy Inc | 229,970 | $17.5B | 0.30% | |
| 100 | PPLPPL Corp | 466,204 | $17.3B | 0.29% |
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