BH
BARROW HANLEY MEWHINNEY & STRAUSS LLC
BARROW HANLEY MEWHINNEY & STRAUSS LLC · Investor
1Y performance ⓘ
+21%
AUM (13F)
$29.8B
# of Holdings
373
3Y performance ⓘ
+61%
vs S&P 500 ⓘ
−11%
Updated
Mar 31
BARROW HANLEY MEWHINNEY & STRAUSS LLC's BARROW HANLEY MEWHINNEY & STRAUSS LLC holds 373 U.S.-equity positions worth $29.8B (SEC 13F, Q1 2026). Top positions: Merck & Co., Inc. 3.1%, Chevron Corporation 2.9%, GE HealthCare Technologies Inc. Common Stock 2.8%. 13F-replication return is +61% over 3 years (-11 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| MRK Merck & Co., Inc. | 3.1% | 7.9M | $952M | ▲ 1.6% (+125K) | $106.39 | $115.48 (+9%) | 2026-03-31 |
| CVX Chevron Corporation | 2.9% | 4.2M | $875M | ▲ 4.7% (+189K) | $163.16 | $175.06 (+7%) | 2026-03-31 |
| GEHC GE HealthCare Technologies Inc. Common Stock | 2.8% | 11.9M | $846M | ▲ 83% (+5.4M) | $82.02 | $60.64 (−26%) | 2026-03-31 |
| ETR Entergy Corporation | 2.5% | 6.7M | $751M | ▼ 12% (−882K) | $107.74 | $112.20 (+4%) | 2026-03-31 |
| PR Permian Resources Corporation | 2.4% | 34.6M | $737M | ▲ 12% (+3.7M) | $10.50 | $19.00 (+81%) | 2026-03-31 |
| PNW Pinnacle West Capital Corporation | 2.3% | 7.0M | $705M | ▲ 4.7% (+317K) | $79.24 | $102.43 (+29%) | 2026-03-31 |
| XOM Exxon Mobil Corporation | 2.2% | 4.1M | $688M | ▼ 2.1% (−89K) | $115.12 | $138.47 (+20%) | 2026-03-31 |
| MCHP Microchip Technology Inc | 2.2% | 10.6M | $682M | ▲ 3.9% (+399K) | $83.78 | $102.71 (+23%) | 2026-03-31 |
| HPE Hewlett Packard Enterprise Company | 2.2% | 28.3M | $675M | ▲ 57% (+10.3M) | $24.02 | $48.40 (+101%) | 2026-03-31 |
| ENTG Entegris Inc | 2.1% | 5.5M | $642M | ▼ 20% (−1.3M) | $87.48 | $184.00 (+110%) | 2026-03-31 |
| APD Air Products & Chemicals, Inc. | 2.1% | 2.2M | $637M | ▲ 2.9% (+62K) | $287.21 | $283.11 (−1%) | 2026-03-31 |
| FCX Freeport-McMoran Inc. | 1.9% | 9.8M | $578M | ▲ 169% (+6.2M) | $50.79 | $69.21 (+36%) | 2026-03-31 |
| KDP Keurig Dr Pepper Inc. | 1.9% | 21.9M | $576M | ▲ 2.9% (+624K) | $33.32 | $30.87 (−7%) | 2026-03-31 |
| BAC Bank of America Corporation | 1.8% | 11.2M | $547M | ▼ 2.4% (−273K) | $39.77 | $57.37 (+44%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 1.7% | 1.1M | $514M | ▼ 2.2% (−24K) | $308.77 | $488.69 (+58%) | 2026-03-31 |
| PSA Public Storage | 1.7% | 1.9M | $510M | ▲ 5.0% (+89K) | $263.52 | $320.22 (+22%) | 2026-03-31 |
| PCG PG&E Corporation | 1.7% | 28.9M | $509M | ▲ 8.2% (+2.2M) | $15.08 | $16.63 (+10%) | 2026-03-31 |
| FTV Fortive Corporation | 1.7% | 9.2M | $508M | ▲ 11% (+906K) | $75.00 | $61.67 (−18%) | 2026-03-31 |
| AXTA Axalta Coating Systems Ltd. | 1.7% | 18.3M | $506M | ▲ 4.6% (+805K) | $30.29 | $34.33 (+13%) | 2026-03-31 |
| JCI Johnson Controls International plc | 1.6% | 3.8M | $503M | ▼ 31% (−1.7M) | $65.32 | $148.21 (+127%) | 2026-03-31 |
| QCOM Qualcomm Inc | 1.6% | 3.7M | $481M | ▲ 2.5% (+92K) | $127.58 | $221.90 (+74%) | 2026-03-31 |
| PLD PROLOGIS, INC. | 1.5% | 3.5M | $467M | ▲ 0.8% (+30K) | $112.31 | $143.83 (+28%) | 2026-03-31 |
| XEL Xcel Energy, Inc. | 1.4% | 5.6M | $443M | ▼ 2.4% (−137K) | $65.30 | $78.81 (+21%) | 2026-03-31 |
| HAL Halliburton Company | 1.4% | 10.9M | $423M | ▲ 6.9% (+700K) | $31.64 | $35.17 (+11%) | 2026-03-31 |
| WYNN Wynn Resorts Ltd | 1.2% | 3.6M | $370M | ▼ 1.0% (−36K) | $92.41 | $103.62 (+12%) | 2026-03-31 |
| APTV Aptiv PLC | 1.2% | 5.2M | $362M | ▲ 18% (+809K) | $60.48 | $63.57 (+5%) | 2026-03-31 |
| UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | 1.2% | 1.3M | $361M | ▲ 2.9% (+38K) | $472.59 | $406.68 (−14%) | 2026-03-31 |
| MDT Medtronic plc | 1.2% | 4.1M | $353M | ▼ 2.5% (−105K) | $80.62 | $79.27 (−2%) | 2026-03-31 |
| WFC Wells Fargo & Co. | 1.1% | 4.2M | $337M | ▼ 2.7% (−118K) | $37.38 | $83.84 (+124%) | 2026-03-31 |
| EG Everest Group, Ltd. | 1.1% | 1.0M | $336M | ▲ 8.4% (+80K) | $363.33 | $339.30 (−7%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 1.1% | 1.2M | $336M | ▼ 2.2% (−27K) | $104.00 | $348.78 (+235%) | 2026-03-31 |
| PB Prosperity Bancshares Inc | 1.1% | 4.9M | $332M | ▲ 277% (+3.6M) | $72.07 | $71.57 (−1%) | 2026-03-31 |
| LPLA LPL Financial Holdings Inc. | 1.1% | 1.1M | $329M | ▼ 13% (−168K) | $357.17 | $297.62 (−17%) | 2026-03-31 |
| AXP American Express Company | 1.1% | 1.1M | $326M | ▼ 2.1% (−23K) | $164.95 | $338.07 (+105%) | 2026-03-31 |
| COHR Coherent Corp. | 1.0% | 1.3M | $302M | ▼ 9.4% (−131K) | $38.08 | $425.48 (+1017%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 0.9% | 1.0M | $291M | ▼ 2.2% (−23K) | $103.73 | $349.68 (+237%) | 2026-03-31 |
| VICI VICI Properties Inc. Common Stock | 0.9% | 10.6M | $290M | ▼ 1.0% (−106K) | $32.62 | $26.09 (−20%) | 2026-03-31 |
| MDU MDU Resources Group, Inc. | 0.9% | 13.8M | $285M | ▲ 6.7% (+865K) | $30.48 | $21.20 (−30%) | 2026-03-31 |
| SNY Sanofi Sa | 0.9% | 5.9M | $284M | ▼ 16% (−1.1M) | $48.60 | $41.78 (−14%) | 2026-03-31 |
| ORCL Oracle Corp | 0.9% | 1.9M | $277M | ▲ 16% (+259K) | $92.92 | $175.07 (+88%) | 2026-03-31 |
| AMT American Tower Corporation | 0.9% | 1.6M | $274M | ▲ 11% (+151K) | $192.32 | $176.43 (−8%) | 2026-03-31 |
| FIS Fidelity National Information Services, Inc. | 0.9% | 5.7M | $268M | ▼ 9.3% (−584K) | $54.33 | $37.72 (−31%) | 2026-03-31 |
| PGR Progressive Corporation | 0.9% | 1.3M | $264M | NEW (+1.3M) | $198.24 | $207.38 (+5%) | 2026-03-31 |
| NEM Newmont Corporation | 0.8% | 2.3M | $253M | ▲ 8.3% (+179K) | $42.66 | $101.80 (+139%) | 2026-03-31 |
| ACM Aecom | 0.8% | 2.9M | $242M | ▲ 45% (+883K) | $84.32 | $67.86 (−20%) | 2026-03-31 |
| WMG Warner Music Group Corp. Class A Common Stock | 0.8% | 9.3M | $237M | ▲ 18% (+1.4M) | $31.30 | $27.47 (−12%) | 2026-03-31 |
| JBHT JB Hunt Transport Services Inc | 0.8% | 1.1M | $233M | ▼ 22% (−308K) | $175.46 | $273.48 (+56%) | 2026-03-31 |
| VRT Vertiv Holdings Co Class A Common Stock | 0.8% | 912K | $229M | ▼ 33% (−444K) | $14.31 | $357.96 (+2401%) | 2026-03-31 |
| BNS Bank of Nova Scotia | 0.7% | 3.2M | $223M | ▼ 3.2% (−107K) | $45.72 | $86.90 (+90%) | 2026-03-31 |
| COF Capital One Financial | 0.7% | 1.2M | $212M | ▼ 1.8% (−21K) | $212.76 | $200.70 (−6%) | 2026-03-31 |
Showing top 50 of 373 holdings by value.
FAQ ▾
What are BARROW HANLEY MEWHINNEY & STRAUSS LLC's largest holdings?
As of the latest 13F: Merck & Co., Inc. 3.1%, Chevron Corporation 2.9%, GE HealthCare Technologies Inc. Common Stock 2.8%, Entergy Corporation 2.5%, Permian Resources Corporation 2.4%.
How big is BARROW HANLEY MEWHINNEY & STRAUSS LLC's 13F portfolio?
$29.8B across 373 disclosed U.S.-equity positions.
What is BARROW HANLEY MEWHINNEY & STRAUSS LLC's 3-year performance?
+61% (13F-replication, price return), -11 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.