— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Glenmede Investment Management, LP

Q3 2025 · Filed 2025-11-13
Market Value
$20.6B
Holdings
1,564
New Purchases
106
Added To
472
Closed
175
Reduced
695
Top 10 Concentration
26.2%
Turnover
18.0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $9.6B 46.4%
Large Cap 777 $8.8B 42.5%
Mid Cap 504 $1.9B 9.4%
Small Cap 167 $340M 1.7%
Micro Cap 37 $14M 0.1%

Portfolio Analytics

Avg Market Cap
$65.3B
Median Market Cap
$12.2B
Avg P/E
32.7
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,266
# ETFs / Funds
298

Top Holdings (1,564 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 5.02% 1,691,433 $1.0B $612.38 $115M +69,565 +4.3%
2 AAPL 4.12% 3,335,317 $849M $254.63 $151M -66,997 -2.0%
3 MSFT 3.98% 1,583,322 $820M $517.95 $20M -25,842 -1.6%
4 IJR 2.82% 4,890,176 $581M $118.83 $34M -114,928 -2.3%
5 SPY 2.50% 772,361 $515M $666.18 $2M -56,758 -6.8%
6 JPM 1.77% 1,160,165 $366M $315.43 $26M -11,721 -1.0%
7 ORCL 1.72% 1,261,667 $355M $281.24 $58M -98,006 -7.2%
8 GOOGL 1.57% 1,335,545 $325M $243.10 $71M -105,592 -7.3%
9 GOOG 1.45% 1,223,946 $298M $243.55 $69M -67,279 -5.2%
10 JNJ 1.28% 1,428,293 $265M $185.42 $44M -17,145 -1.2%
11 AMZN 1.27% 1,191,186 $262M $219.57 -$21M -96,139 -7.5%
12 NVDA 1.26% 1,388,555 $259M $186.58 $51M +71,705 +5.5%
13 SMMD 1.22% 3,404,659 $251M $73.73 $52M +473,942 +16.2%
14 PVAL 1.20% 5,787,089 $247M $42.72 $46M +789,767 +15.8%
15 LLY 1.16% 314,370 $240M $763.00 -$3M +3,412 +1.1%
16 VB 1.10% 892,178 $227M $254.28 $23M +33,863 +4.0%
17 MA 1.03% 373,958 $213M $568.81 -$18M -37,394 -9.1%
18 HD 0.98% 498,585 $202M $405.19 $19M -1,412 -0.3%
19 META 0.91% 256,672 $188M $734.38 -$3M -2,167 -0.8%
20 APH 0.91% 1,517,796 $188M $123.75 $29M -94,992 -5.9%
21 RTX 0.89% 1,097,515 $184M $167.33 $22M -11,693 -1.1%
22 VTI 0.81% 511,928 $168M $328.17 $10M -7,726 -1.5%
23 CSCO 0.81% 2,448,991 $168M $68.42 -$4M -20,987 -0.8%
24 DFAX 0.78% 5,135,490 $161M $31.38 $10M +164
25 ABT 0.77% 1,190,887 $160M $133.94 -$11M -61,675 -4.9%
26 TJX 0.75% 1,072,246 $155M $144.54 $21M -12,856 -1.2%
27 BKNG 0.74% 28,304 $153M $5,399.27 -$10M +254 +0.9%
28 XOM 0.73% 1,338,613 $151M $112.75 $3M -29,053 -2.1%
29 CVX 0.73% 969,782 $151M $155.29 $10M -10,059 -1.0%
30 PG 0.72% 962,610 $148M $153.65 -$7M -11,711 -1.2%
31 AVGO 0.62% 385,409 $127M $329.91 $45M +86,161 +28.8%
32 VEA 0.61% 2,096,977 $126M $59.92 $9M +54,575 +2.7%
33 VIG 0.60% 572,698 $124M $215.79 $727K -27,563 -4.6%
34 PEP 0.59% 866,886 $122M $140.44 $6M -13,439 -1.5%
35 VUG 0.57% 246,861 $118M $479.61 $17M +15,489 +6.7%
36 CB 0.56% 411,696 $116M $282.25 -$2M +2,813 +0.7%
37 COST 0.56% 125,248 $116M $925.63 -$8M -216 -0.2%
38 V 0.56% 338,032 $115M $341.38 -$22M -48,155 -12.5%
39 ACN 0.55% 460,812 $114M $246.60 -$16M +25,563 +5.9%
40 AMAT 0.55% 549,199 $112M $204.74 $10M -12,271 -2.2%
41 EWJ 0.54% 1,399,685 $112M $80.21 $3M -52,720 -3.6%
42 LRCX 0.53% 817,043 $109M $133.90 $23M -68,037 -7.7%
43 IWM 0.51% 432,910 $105M $241.96 $11M -1,384 -0.3%
44 WMT 0.49% 984,959 $102M $103.06 $6M +8,859 +0.9%
45 BRK-B 0.48% 197,706 $99M $502.74 $3M -278 -0.1%
46 AXP 0.48% 297,367 $99M $332.16 $697K -10,103 -3.3%
47 USRT 0.48% 1,673,789 $98M $58.72 $8M +76,496 +4.8%
48 NFLX 0.48% 81,922 $98M $1,198.92 -$21M -7,112 -8.0%
49 MCD 0.47% 318,925 $97M $303.89 $3M -1,320 -0.4%
50 PNC 0.47% 478,783 $96M $200.93 $4M -13,715 -2.8%
51 IVV 0.47% 143,578 $96M $669.30 $12M +8,471 +6.3%
52 RSP 0.46% 503,743 $96M $189.70 -$964K -27,369 -5.2%
53 PH 0.45% 123,587 $94M $758.15 $7M -960 -0.8%
54 BLK 0.44% 77,217 $90M $1,165.87 $8M -577 -0.7%
55 SCHW 0.41% 893,630 $85M $95.47 $2M -14,907 -1.6%
56 EFA 0.41% 899,954 $84M $93.37 $4M +8,347 +0.9%
57 VNQ 0.38% 865,398 $79M $91.42 $1M -10,244 -1.2%
58 ABBV 0.38% 340,243 $79M $231.54 $13M -15,663 -4.4%
59 LH 0.38% 270,547 $78M $287.06 $5M -4,365 -1.6%
60 UNP 0.38% 328,317 $78M $236.37 -$1M -15,405 -4.5%
61 ANET 0.38% 532,557 $78M $145.71 $14M -85,061 -13.8%
62 HON 0.36% 355,824 $75M $210.50 -$9M -4,123 -1.1%
63 AME 0.34% 378,202 $71M $188.00 $1M -6,803 -1.8%
64 GLD 0.34% 195,986 $70M $355.47 $11M +3,246 +1.7%
65 ACWX 0.34% 1,070,861 $70M $65.01 $6M +29,665 +2.9%
66 ADBE 0.34% 195,873 $69M $352.75 $3M +23,834 +13.8%
67 ITW 0.33% 261,155 $68M $260.76 $2M -4,411 -1.7%
68 NEE 0.32% 876,176 $66M $75.49 $4M -23,004 -2.6%
69 ULTA 0.31% 115,964 $63M $546.75 $6M -6,020 -4.9%
70 NTAP 0.30% 525,780 $62M $118.46 $37M +291,857 +124.8%
71 ADP 0.29% 202,505 $59M $293.50 -$3M +1,057 +0.5%
72 CRM 0.28% 247,807 $59M $237.00 -$7M +7,802 +3.2%
73 MLM 0.28% 90,925 $57M $630.28 $7M -526 -0.6%
74 EBAY 0.27% 616,357 $56M $90.95 $6M -55,929 -8.3%
75 TWLO 0.27% 548,485 $55M $100.09 -$15M -12,406 -2.2%
76 INCY 0.26% 631,785 $54M $84.81 $11M +7,356 +1.2%
77 SHW 0.26% 154,145 $53M $346.26 $390K -167 -0.1%
78 ABC 0.26% 169,665 $53M $312.53 +169,665 NEW
79 EXPE 0.26% 247,345 $53M $213.75 $11M -3,455 -1.4%
80 ROST 0.25% 342,411 $52M $152.39 $10M +8,880 +2.7%
81 DOCU 0.25% 719,742 $52M $72.09 -$6M -24,886 -3.3%
82 TT 0.24% 118,009 $50M $421.96 -$9M -17,529 -12.9%
83 IJT 0.24% 351,517 $50M $141.50 $2M -4,473 -1.3%
84 MDT 0.23% 507,406 $48M $95.24 $1M -31,401 -5.8%
85 BMY 0.23% 1,065,333 $48M $45.10 $10M +252,666 +31.1%
86 OKTA 0.23% 509,371 $47M $91.70 -$2M +18,039 +3.7%
87 UNH 0.22% 132,999 $46M $345.30 $7M +7,627 +6.1%
88 WSM 0.22% 233,807 $46M $195.45 $4M -23,576 -9.2%
89 MRK 0.22% 539,875 $45M $83.93 -$5M -89,706 -14.2%
90 PGR 0.22% 183,030 $45M $246.95 $5M +32,529 +21.6%
91 EAGL 0.21% 1,411,288 $44M $31.26 $14M +420,230 +42.4%
92 KLAC 0.21% 40,091 $43M $1,078.60 $18M +11,715 +41.3%
93 FTNT 0.21% 508,525 $43M $84.08 +508,525 NEW
94 PANW 0.21% 209,092 $43M $203.62 $2M +9,940 +5.0%
95 QCOM 0.20% 253,691 $42M $166.36 -$36M -234,919 -48.1%
96 TMO 0.20% 84,444 $41M $485.02 -$5M -29,195 -25.7%
97 QUAL 0.20% 208,130 $40M $194.50 -$9M -59,882 -22.3%
98 USMV 0.19% 416,136 $40M $95.14 -$2M -24,183 -5.5%
99 VO 0.19% 133,452 $39M $293.74 $2M +90 +0.1%
100 EMLP 0.19% 1,006,295 $39M $38.29 $1M +12,915 +1.3%

New Positions

SymbolValue% Port
ABC $53M 0.26%
FTNT $43M 0.21%
IVT $11M 0.05%
VNOM $11M 0.05%
AEP $9M 0.05%
ALGN $8M 0.04%
TTE $3M 0.01%
BNL $3M 0.01%
FLEX $2M 0.01%
APP $2M 0.01%
CLS $1M 0.01%
CORT $843K —%
LGND $839K —%
VRT $796K —%
REM $759K —%

Sold Out Positions

SymbolValue% Port
ABM —%
HRB —%
AIR —%
ACI —%
ADX —%
ALG —%
AGCO —%
ALV —%
AMN —%
AFG —%
HESM —%
HUBS —%
RC —%
UHAL —%
ADC —%
View SEC EDGAR Filings for Glenmede Investment Management, LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms