13F Filings History of Junto Capital Management LP

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$4,776,675,325
Signature - Title
Jaclyn Brown - CFO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Junto Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Junto Capital Management LP reported 71 stock holdings with total value $4,776,675,325 as of Q3 2025. Top holdings included RSP, BLK, MS, SPGI, and CSX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 71 $4,776,675,325 +$3,008,935,519 -$3,111,912,202 -$102,976,683 RSP, BLK, MS, SPGI, CSX 13F-HR 14 Nov 2025, 11:54
Q2 2025 70 $4,724,673,551 +$2,522,106,660 -$2,530,071,568 -$7,964,908 RSP, COF, CCL, ICE, PFGC 13F-HR 14 Aug 2025, 13:13
Q1 2025 80 $4,366,933,354 +$1,580,525,311 -$2,122,703,208 -$542,177,897 RSP, KR, COF, LPLA, BAC 13F-HR 15 May 2025, 12:05
Q4 2024 75 $5,020,587,962 +$3,096,825,864 -$2,772,608,934 +$324,216,930 KR, RSP, CCL, BURL, BAC 13F-HR 14 Feb 2025, 11:41
Q3 2024 73 $4,444,934,117 +$2,420,285,973 -$2,707,062,730 -$286,776,757 BLK, ICE, BSX, PGR, COF 13F-HR 14 Nov 2024, 11:45
Q2 2024 74 $4,546,117,687 +$2,070,048,617 -$2,098,910,646 -$28,862,029 ICE, LPLA, BSX, BAC, RSP 13F-HR 14 Aug 2024, 12:15
Q1 2024 72 $4,518,107,389 +$2,191,113,368 -$2,329,315,472 -$138,202,104 ELV, ICE, BSX, STZ, RCL 13F-HR 15 May 2024, 12:22
Q4 2023 73 $4,342,110,535 +$1,799,075,083 -$2,128,579,559 -$329,504,476 KKR, BSX, JPM, STZ, AIG 13F-HR 14 Feb 2024, 12:15
Q3 2023 98 $4,222,374,888 +$1,894,763,741 -$1,590,644,667 +$304,119,074 WMT, RSP, BSX, JPM, KKR 13F-HR 14 Nov 2023, 12:11
Q2 2023 105 $3,942,067,711 +$1,949,029,195 -$1,762,386,465 +$186,642,730 ICE, RSP, WMT, CBOE, LPLA 13F-HR 14 Aug 2023, 13:06
Q1 2023 80 $3,610,848,836 +$1,897,943,654 -$483,006,525 +$1,414,937,129 WMT, ICE, CBOE, AXP, JPM 13F-HR 15 May 2023, 11:21
Q4 2022 82 $3,521,699,101 +$1,881,899,903 -$738,523,887 +$1,143,376,016 RSP, TRV, SPGI, CB, JPM 13F-HR 14 Feb 2023, 12:02
Q3 2022 77 $3,598,321,000 +$2,005,465,742 -$329,099,084 +$1,676,366,658 AMZN, PGR, WMT, ULTA, TRIXXXX 13F-HR 14 Nov 2022, 11:00
Q2 2022 73 $3,372,770,000 +$1,828,767,585 -$593,264,529 +$1,235,503,056 LPLA, BLK, WMT, ORLY, CNC 13F-HR 15 Aug 2022, 12:00
Q1 2022 69 $3,637,940,000 +$1,824,087,236 -$775,678,103 +$1,048,409,133 LPLA, WDAY, AJG, AXP, ARES 13F-HR 16 May 2022, 11:59
Q4 2021 67 $3,890,990,000 +$1,912,527,705 -$398,599,586 +$1,513,928,119 ICE, SSNC, LPLA, TRU, WDAY 13F-HR 14 Feb 2022, 10:59
Q3 2021 57 $3,171,946,000 +$1,576,807,340 -$1,592,595,038 -$15,787,698 ICE, TRU, LPLA, WMT, SPGI 13F-HR 15 Nov 2021, 11:59
Q2 2021 54 $3,136,255,000 +$1,424,056,884 -$1,354,918,278 +$69,138,606 INFO, BLK, MS, INTU, AMZN 13F-HR 16 Aug 2021, 11:59
Q1 2021 48 $2,780,527,000 +$1,443,354,154 -$1,838,643,915 -$395,289,761 TRU, INFO, BLK, IT, INTU 13F-HR 17 May 2021, 11:59
Q4 2020 60 $3,071,256,000 +$1,549,620,621 -$695,696,816 +$853,923,805 YUMC, BLK, ICE, INTU, CTSH 13F-HR 16 Feb 2021, 11:07
Q3 2020 47 $2,754,245,000 +$1,709,818,546 -$104,967,648 +$1,604,850,898 ICE, BKI, SBUX, YUMC, CTSH 13F-HR 16 Nov 2020, 11:08
Q2 2020 50 $2,338,802,000 +$1,733,636,443 -$287,003,668 +$1,446,632,775 FI, INFO, BLK, COST, ICE 13F-HR 14 Aug 2020, 12:34
Q1 2020 36 $1,384,519,000 +$828,586,102 -$319,101,773 +$509,484,329 FIS, ICE, BR, LPLA, DLTR 13F-HR 15 May 2020, 11:59
Q4 2019 43 $2,119,547,000 +$1,190,256,425 -$139,838,198 +$1,050,418,227 BLK, BK, FIS, GPN, KKR 13F-HR 14 Feb 2020, 11:05
Q3 2019 40 $1,682,556,000 +$1,071,625,328 -$164,322,751 +$907,302,577 BLK, FIS, LPLA, G, KKR 13F-HR 14 Nov 2019, 10:54
Q2 2019 35 $1,733,166,000 +$845,429,932 -$276,559,100 +$568,870,832 BLK, MS, FIS, G, AXP 13F-HR 14 Aug 2019, 12:20
Q1 2019 42 $1,739,449,000 +$1,116,160,434 -$132,186,623 +$983,973,811 AXP, ETFC, TRU, BLK, FIS 13F-HR 15 May 2019, 12:12
Q4 2018 37 $1,427,683,000 +$1,080,279,932 -$182,474,880 +$897,805,052 BLK, GOOGL, ICE, CMCSA, TJX 13F-HR 14 Feb 2019, 11:21
Q3 2018 43 $1,739,908,000 +$909,921,129 -$196,918,106 +$713,003,023 MSFT, RJF, TSS, TGT, WP 13F-HR 14 Nov 2018, 11:02
Q2 2018 37 $1,429,886,000 +$754,965,519 -$64,578,388 +$690,387,131 MSFT, RJF, TSS, INFO, NTRS 13F-HR 14 Aug 2018, 12:01
Q1 2018 36 $1,325,351,000 +$695,021,891 -$340,028,001 +$354,993,890 MSFT, IT, INFO, RJF, NTRS 13F-HR 15 May 2018, 12:02
Q4 2017 32 $1,308,699,000 +$671,035,236 -$116,557,301 +$554,477,935 BLK, GOOGL, ADBE, CTAS, TWX 13F-HR 14 Feb 2018, 12:09
Q3 2017 38 $1,219,791,000 +$472,132,879 -$248,724,294 +$223,408,585 BLK, GOOGL, FIS, ETFC, CTAS 13F-HR 14 Nov 2017, 11:00
Q2 2017 37 $1,136,096,000 +$564,949,105 -$154,982,764 +$409,966,341 BLK, TRU, CTAS, BABA, MSFT 13F-HR 14 Aug 2017, 11:59
Q1 2017 31 $1,056,970,000 +$615,965,831 -$139,114,561 +$476,851,270 CBOE, BLK, CTAS, TRU, INFO 13F-HR 15 May 2017, 13:36
Q4 2016 29 $915,674,000 +$564,122,583 -$75,506,891 +$488,615,692 TRU, FOXA, ICE, DIS, SCHW 13F-HR 14 Feb 2017, 10:59
Q3 2016 26 $761,431,000 +$443,776,745 -$118,536,971 +$325,239,774 TRU, META, TWX, TMUS, ICE 13F-HR 14 Nov 2016, 11:56
Q2 2016 22 $640,211,000 +$387,755,628 -$85,639,007 +$302,116,621 ICE, ADBE, LM, AVGOXXXX, TRU 13F-HR 15 Aug 2016, 11:59
Q1 2016 19 $583,794,000 +$427,579,653 -$32,891,220 +$394,688,433 META, CCI, SSNC, SEIC, TMUS 13F-HR 16 May 2016, 13:33
Q4 2015 21 $684,339,000 +$456,373,131 -$20,179,517 +$436,193,614 SSNC, SEIC, ICE, PCLN, MSCI 13F-HR 16 Feb 2016, 15:14
Q3 2015 20 $446,689,000 +$231,163,604 -$51,815,767 +$179,347,837 CCI, MSCI, SSNC, EFX, SEIC 13F-HR 16 Nov 2015, 13:10
Q2 2015 18 $432,399,000 +$233,087,077 -$14,517,358 +$218,569,719 SSNC, HURN, NTRS, SEIC, EFX 13F-HR 14 Aug 2015, 10:35
Q1 2015 19 $352,595,000 +$166,237,534 -$21,211,089 +$145,026,445 HURN, LM, SSNC, EFX, SEIC 13F-HR 15 May 2015, 12:11
Q4 2014 16 $325,696,000 $0 HURN, LM, JNS, IMS, NICE 13F-HR 17 Feb 2015, 11:03