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Filers›Hedge Fund›BARROW HANLEY MEWHINNEY & STRAUSS LLC
DOSSIER · 13F-HR · Q1 2026

BARROW HANLEY MEWHINNEY & STRAUSS LLC

BARROW HANLEY MEWHINNEY & STRAUSS's hedge fund based in New York, NY — $30.5B in tracked AUM across 503 positions as of Q1 2026.

BH
BARROW HANLEY MEWHINNEY & STRAUSS·New York, NY·Hedge Fund
CIK 0000313028 · last filed Mar 31, 2026
Total AUM
$30.5B
▼ 10.4%
vs prior
Holdings
503
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BARROW HANLEY MEWHINNEY & STRAUSS LLC filed Q1 2026 13F-HR with $30.5B in disclosed U.S. equity holdings The portfolio is led by Healthcare exposure, with top positions including MRK (3.1%), CVX (2.9%), GEHC (2.8%). Quarter-over-quarter activity shows 8 new entries and 8 exits, with a net additive posture across 58 changed positions. Notable reduction: XOM (2.1% reduction) (EXXON MOBIL CORP).

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MRK
MERCK & CO INC
$952M7.9M3.1%
02
CVX
CHEVRON CORPORATION
$875M4.2M2.9%
03
GEHC
GE HEALTHCARE TECHNOLOGIES I
$846M11.9M2.8%
04
CCL
CARNIVAL CORP
$767M29.6M2.5%
05
ETR
ENTERGY CORP NEW
$751M6.7M2.5%
06
PR
PERMIAN RESOURCES CORP
$737M34.6M2.4%
07
PNW
PINNACLE WEST CAP CORP
$705M7.0M2.3%
08
XOM
EXXON MOBIL CORP
$688M4.1M2.3%
09
MCHP
MICROCHIP TECHNOLOGY INC.
$682M10.6M2.2%
10
HPE
HEWLETT PACKARD ENTERPRISE C
$675M28.3M2.2%

Filing history

Filing history loading…
AI Agent · grounded in BARROW
haiku-4-5 · 503 positions indexed
Sector mix
  • Tech9%
  • Financials4%
  • Communications19%
  • Industrials39%
  • Energy8%
  • Other21%
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