13F Filings History of LEUTHOLD GROUP, LLC

Latest 13F report
Q3 2025 - 06 Nov 2025
Value $
$913,977,024
Signature - Title
Glenn Larson - Chief Compliance Officer
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by LEUTHOLD GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LEUTHOLD GROUP, LLC reported 205 stock holdings with total value $913,977,024 as of Q3 2025. Top holdings included MSFT, META, BWX, ORCL, and NFLX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 205 $913,977,024 +$110,914,991 -$95,881,958 +$15,033,033 MSFT, META, BWX, ORCL, NFLX 13F-HR 06 Nov 2025, 12:44
Q2 2025 206 $837,012,664 +$94,073,457 -$101,250,102 -$7,176,645 MSFT, META, BWX, NFLX, SPDN 13F-HR 13 Aug 2025, 10:49
Q1 2025 201 $770,116,163 +$159,506,406 -$230,252,181 -$70,745,775 SPDN, MSFT, BWX, META, PSQ 13F-HR 13 May 2025, 15:40
Q4 2024 191 $832,616,067 +$139,568,039 -$187,753,846 -$48,185,807 MSFT, META, IGIB, SPDN, IGOV 13F-HR 03 Feb 2025, 15:42
Q3 2024 172 $883,182,348 +$83,619,998 -$118,586,553 -$34,966,555 MSFT, IGIB, META, AAPL, SPDN 13F-HR 24 Oct 2024, 17:26
Q2 2024 180 $865,230,479 +$113,602,490 -$129,720,471 -$16,117,981 MSFT, LRCX, META, SPDN, IGIB 13F-HR 12 Aug 2024, 17:00
Q1 2024 177 $886,550,830 +$65,810,065 -$38,580,794 +$27,229,271 MSFT, LRCX, SPDN, IGIB, META 13F-HR 06 May 2024, 16:28
Q4 2023 173 $797,958,239 +$75,325,708 -$59,777,818 +$15,547,890 MSFT, SPDN, LRCX, AAPL, IGOV 13F-HR 06 Feb 2024, 17:02
Q3 2023 227 $712,967,817 +$102,098,892 -$141,467,411 -$39,368,519 SPDN, MSFT, LRCX, AAPL, RWM 13F-HR 07 Nov 2023, 16:41
Q2 2023 199 $771,774,514 +$113,975,859 -$36,483,159 +$77,492,700 MSFT, SPDN, AAPL, BWX, LRCX 13F-HR 08 Aug 2023, 16:58
Q1 2023 189 $733,118,767 +$150,913,859 -$59,826,314 +$91,087,545 MSFT, BWX, AAPL, LRCX, RWM 13F-HR 18 Apr 2023, 15:06
Q4 2022 191 $742,026,110 +$95,328,802 -$45,116,623 +$50,212,179 SPDN, BWX, RWM, MSFT, UNH Restatement 07 Feb 2023, 08:45
Q3 2022 181 $662,649,956 +$105,734,933 -$80,542,775 +$25,192,158 SPDN, RWM, MSFT, AAPL, UNH 13F-HR 31 Oct 2022, 17:13
Q2 2022 183 $704,313,000 +$97,079,029 -$32,940,402 +$64,138,627 SPDN, VTIP, RWM, MSFT, UNH 13F-HR 01 Aug 2022, 11:46
Q1 2022 189 $780,824,000 +$131,702,549 -$48,864,284 +$82,838,265 SPDN, MSFT, TGT, VTIP, LRCX 13F-HR 04 May 2022, 10:13
Q4 2021 199 $853,381,241 +$117,162,545 -$53,272,754 +$63,889,791 GLD, MSFT, LRCX, TGT, GOOGL 13F-HR 02 Feb 2022, 17:07
Q3 2021 197 $815,037,000 +$67,437,996 -$57,171,263 +$10,266,733 VTIP, GLD, TGT, IGOV, GOOGL 13F-HR 15 Nov 2021, 09:35
Q2 2021 182 $814,511,000 +$87,279,819 -$101,823,503 -$14,543,684 VTIP, GLD, TGT, LRCX, IGOV 13F-HR 13 Aug 2021, 11:47
Q1 2021 179 $793,028,000 +$84,582,766 -$108,534,362 -$23,951,596 GLD, IEMG, SJNK, MBB, TGT 13F-HR 17 May 2021, 16:18
Q4 2020 170 $736,356,000 +$101,467,650 -$79,837,640 +$21,630,010 GLD, IEMG, MBB, IGOV, MSFT 13F-HR 16 Feb 2021, 08:59
Q3 2020 165 $729,452,000 +$91,947,207 -$26,769,332 +$65,177,875 GLD, FXY, MBB, IEMG, SPDN 13F-HR 13 Nov 2020, 18:04
Q2 2020 154 $671,552,000 +$117,625,769 -$28,125,494 +$89,500,275 GLD, FXY, MBB, SPDN, IEMG 13F-HR 13 Aug 2020, 18:04
Q1 2020 147 $554,961,000 +$72,484,178 -$65,842,580 +$6,641,598 GLD, FXY, MBB, IGOV, IEMG 13F-HR 14 May 2020, 18:00
Q4 2019 166 $767,949,000 +$135,530,198 -$49,228,694 +$86,301,504 GLD, FXY, IGOV, EMB, MBB 13F-HR 14 Feb 2020, 09:27
Q3 2019 173 $763,408,000 +$111,141,069 -$41,604,519 +$69,536,550 GLD, FXY, IGOV, MBB, RWM 13F-HR 14 Nov 2019, 08:21
Q2 2019 187 $775,461,000 +$149,384,119 -$61,512,840 +$87,871,279 GLD, FXY, IGOV, MBB, MSFT 13F-HR 14 Aug 2019, 16:02
Q1 2019 179 $743,375,000 +$153,549,268 -$61,738,854 +$91,810,414 GLD, FXY, IGOV, MBB, GOOGL 13F-HR 15 May 2019, 09:21
Q4 2018 185 $697,781,000 +$85,686,522 -$98,647,240 -$12,960,718 FXY, IGOV, PDBC, FLOT, HCA 13F-HR 14 Feb 2019, 11:01
Q3 2018 183 $917,823,000 +$111,588,491 -$18,031,910 +$93,556,581 FXY, IGOV, PDBC, XLF, SH 13F-HR 14 Nov 2018, 08:46
Q2 2018 195 $908,827,000 +$310,881,157 -$51,978,752 +$258,902,405 FXY, IGOV, PDBC, XLF, SH 13F-HR 14 Aug 2018, 13:45
Q1 2018 190 $878,798,000 +$154,527,506 -$143,892,941 +$10,634,565 FXYXXXX, IGOV, BWX, SH, RWM 13F-HR 15 May 2018, 15:18
Q4 2017 192 $1,001,253,000 +$189,936,396 -$78,710,328 +$111,226,068 BWX, FLOT, IGOV, FXYXXXX, LRCX 13F-HR 14 Feb 2018, 12:55
Q3 2017 194 $990,192,000 +$109,486,199 -$41,721,748 +$67,764,451 BWX, FLOT, IGOV, FXYXXXX, LRCX 13F-HR 14 Nov 2017, 13:58
Q2 2017 204 $933,355,000 +$139,096,172 -$58,418,766 +$80,677,406 BWX, FXYXXXX, IGOV, MBB, IEMG 13F-HR 14 Aug 2017, 13:05
Q1 2017 211 $928,169,000 +$88,859,509 -$32,597,138 +$56,262,371 BWX, IGOV, MBB, FXYXXXX, IEMG 13F-HR 15 May 2017, 14:54
Q4 2016 213 $893,635,000 +$190,541,962 -$104,760,075 +$85,781,887 BWX, MBB, IGOV, BKLNXXXX, IEMG 13F-HR 14 Feb 2017, 11:47
Q3 2016 205 $951,589,000 +$237,913,395 -$66,324,610 +$171,588,785 BWX, MBB, IGOV, IEMG, OMC 13F-HR 14 Nov 2016, 14:18
Q2 2016 204 $944,781,000 +$334,913,465 -$37,200,341 +$297,713,124 BWX, MBB, IGOV, OMC, FXYXXXX 13F-HR 15 Aug 2016, 14:58
Q1 2016 197 $917,170,000 +$161,066,166 -$103,571,533 +$57,494,633 BWX, MBB, SHXXXX, RWM, OMC 13F-HR 16 May 2016, 15:20
Q4 2015 189 $952,994,000 +$181,727,533 -$109,376,983 +$72,350,550 BWX, MBB, SHXXXX, RWM, FXYXXXX 13F-HR 12 Feb 2016, 13:24
Q3 2015 186 $946,720,000 +$207,551,282 -$111,900,709 +$95,650,573 MBB, BWX, SHXXXX, RWM, FXYXXXX 13F-HR 16 Nov 2015, 14:59
Q2 2015 208 $1,069,102,000 +$223,365,476 -$99,656,485 +$123,708,991 BWX, MBB, ELV, AET, HCA 13F-HR 14 Aug 2015, 15:14
Q1 2015 197 $1,076,895,000 +$160,247,588 -$25,769,002 +$134,478,586 BWX, MBB, BNDX, CVS, ELV 13F-HR 15 May 2015, 16:26
Q4 2014 205 $1,017,799,000 +$154,665,181 -$176,177,782 -$21,512,601 MBB, BWX, CVS, FLOT, DAL 13F-HR 17 Feb 2015, 12:47
Q3 2014 207 $1,108,585,000 +$168,632,105 -$92,015,264 +$76,616,841 MBB, BWX, FLOT, CVS, DAL 13F-HR 14 Nov 2014, 14:58
Q2 2014 196 $1,178,231,000 +$226,379,573 -$39,603,277 +$186,776,296 BWX, MBB, WAG, LQD, CVS 13F-HR 13 Aug 2014, 16:58
Q1 2014 191 $1,126,269,000 +$152,269,540 -$67,015,770 +$85,253,770 BWX, MBB, WAG, CVS, FXYXXXX 13F-HR 15 May 2014, 15:48
Q4 2013 203 $1,116,943,000 $0 BWX, FXYXXXX, MBB, WAG, CVS 13F-HR 14 Feb 2014, 10:41