SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Manning & Napier Group, LLC

CIK 0001725248 · 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450 · 585.325.6880

Reported Value
$10.5B
Q1 2022
Positions
637
Filings on Record
21
2019–present window
Filed
Apr 19, 2022
original filing

Summary

Manning & Napier Group, LLC reported $10.5B in U.S.-listed holdings across 637 positions for Q1 2022.

Its largest position, AMZN, represents 3.4% of the portfolio.

Compared with Q4 2021, the fund opened 15 new positions and exited 20.

Portfolio Metrics

Turnover
+6.2%
vs prior filed quarter
Top-10 Concentration
+23.2%
share of reported value
Largest Position
+3.4%
Amazon Com
New / Exited
15 / 20
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $9.1BQ1 ’19Q2 ’19: $9.2BQ3 ’19: $8.9BQ4 ’19: $9.3BQ4 ’19Q1 ’20: $8.5BQ2 ’20: $9.4BQ3 ’20: $9.9BQ3 ’20Q4 ’20: $10.7BQ1 ’21: $11.8BQ2 ’21: $12.2BQ2 ’21Q3 ’21: $11.7BQ4 ’21: $12.0BQ1 ’22: $10.5BQ1 ’22Q2 ’22: $8.7BQ3 ’22: $7.7BQ4 ’22: $8.1BQ4 ’22Q1 ’23: $8.6BQ2 ’23: $8.8BQ3 ’23: $8.1BQ3 ’23Q4 ’23: $8.4BQ1 ’24: $8.8Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 79.5%REIT: 7.0%ADR: 6.1%ETP: 5.3%Other: 2.1%NY Reg Shrs: 0.0%
  • Common Stock · 79.5% · $8.4B
  • REIT · 7.0% · $736M
  • ADR · 6.1% · $638M
  • ETP · 5.3% · $554M
  • Other · 2.1% · $219M
  • NY Reg Shrs · 0.0% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DVDOUBLEVERIFY HOLDINGS INCNEW+1.18M1.18M+$30M$30M
DPZDOMINO'S PIZZANEW+59.1K59.1K+$24M$24M
TRVTRAVELLERS COS INCNEW+108.9K108.9K+$20M$20M
ASRGRUPO AEROPORTUARIO DEL SURESTNEW+70.7K70.7K+$16M$16M
BHPBHP GROUP LTDNEW+180.2K180.2K+$14M$14M
CGNXCOGNEX CORPNEW+178.9K178.9K+$14M$14M
SHELSHELL PLC- ADRNEW+214.1K214.1K+$12M$12M
TTENTOTALENERGIES SE SPON ADRNEW+198.3K198.3K+$10M$10M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

259 positions (from 500 filing rows — )
#IssuerClass% PortfolioValueShares
1AMZNAMAZON.COM INChistory →COMMON3.36%$353M108.2K
2MSFTMICROSOFT CORPhistory →COMMON2.90%$305M988.0K
3JNJJOHNSON & JOHNSONhistory →COMMON2.86%$301M1.70M
4MAMASTERCARD INC-CLASS Ahistory →COMMON2.41%$253M708.4K
5METAMETA PLATFORMS INChistory →COMMON2.25%$236M1.06M
6VVISA INC - CLASS A SHAREShistory →COMMON2.24%$235M1.06M
7SBACSBA COMMUNICATIONS CORPhistory →COMMON1.91%$201M582.8K
8MDLZMONDELEZ INTERNATIONAL INChistory →COMMON1.80%$189M3.02M
9FMCFMC CORPhistory →COMMON1.77%$186M1.41M
10VRTXVERTEX PHARMACEUTICALS INChistory →COMMON1.73%$181M694.8K
11NOWSERVICENOW INChistory →COMMON1.66%$174M312.6K
12NVSNOVARTIS AG- REGhistory →COMMON1.53%$161M1.84M
13GOOGLALPHABET INC-CL Ahistory →COMMON1.53%$161M57.9K
14ALCALCON INChistory →COMMON1.52%$159M2.01M
15UNILEVER PLC - ADRCOMMON1.49%$157M3.43M
16MCOMOODY'S CORPORATIONhistory →COMMON1.34%$141M418.3K
17MDTMEDTRONIC INChistory →COMMON1.33%$140M1.26M
18KOCOCA COLA CO/THEhistory →COMMON1.32%$139M2.24M
19CHTRCHARTER COMMUNICATIONS INC-Ahistory →COMMON1.32%$139M254.2K
20SEAGEN INCCOMMON1.31%$138M957.5K
21ICEINTERCONTINENTALEXCHANGE INChistory →COMMON1.31%$138M1.04M
22CNICANADIAN NATIONAL RAILWAY COhistory →COMMON1.28%$134M1.00M
23CRMSALESFORCE INChistory →COMMON1.27%$133M627.5K
24BMRNBIOMARIN PHARMACEUTICAL INChistory →COMMON1.25%$131M1.71M
25NEMNEWMONT GOLDCORP CORPhistory →COMMON1.23%$129M1.62M
26PYPLPAYPAL HOLDINGS INChistory →COMMON1.16%$121M1.05M
27LULULULULEMON - ADRhistory →COMMON1.13%$119M324.9K
28GPKGRAPHIC PACKAGING HOLDING COhistory →COMMON1.09%$115M5.72M
29WRBWR BERKLEY CORPhistory →COMMON1.07%$112M1.69M
30AMTAMERICAN TOWER REIT INChistory →COMMON1.03%$108M431.0K
31EQIXEQUINIX INChistory →COMMON1.03%$108M145.7K
32SESEA LTD - ADRhistory →COMMON0.96%$101M842.9K
33DGDOLLAR GENERAL CORPhistory →COMMON0.96%$101M453.4K
34DLTRDOLLAR TREE STORES INChistory →COMMON0.96%$101M628.0K
35JPMJP MORGAN CHASE & COhistory →COMMON0.87%$92M673.0K
36IDXXIDEXX LABORATORIES INChistory →COMMON0.87%$92M167.5K
37BLACKROCK INCCOMMON0.87%$91M119.1K
38NSCNORFOLK SOUTHN CORPhistory →COMMON0.84%$88M309.9K
39TSMTAIWAN SEMICONDUCTOR - SP ADRhistory →COMMON0.83%$88M839.5K
40TMOTHERMO FISHER SCIENTIFIC INChistory →COMMON0.82%$86M145.3K
41ALGNALIGN TECHNOLOGY INChistory →COMMON0.81%$85M195.1K
42VOOVANGUARD S&P 500 ETFhistory →ETF EQUITY0.80%$85M203.6K
43EAELECTRONIC ARTShistory →COMMON0.78%$82M645.2K
44WMTWAL MART STOREShistory →COMMON0.73%$77M516.0K
45CPRTCOPART INChistory →COMMON0.72%$76M604.7K
46PGPROCTER & GAMBLE COhistory →COMMON0.72%$76M495.4K
47UPSUNITED PARCEL SERVICEhistory →COMMON0.70%$74M344.8K
48SONYSONY CORP SPONSORED ADRhistory →COMMON0.69%$72M703.8K
49SPGIS&P GLOBAL INChistory →COMMON0.68%$71M174.3K
50ACTIVISION INCCOMMON0.68%$71M891.8K
51RYAAYRYANAIR HOLDINGS - ADRhistory →COMMON0.67%$70M805.9K
52HDHOME DEPOT INChistory →COMMON0.66%$69M231.3K
53FDXFEDEX CORPORATIONhistory →COMMON0.63%$66M286.9K
54ABXBARRICK GOLD CORPhistory →COMMON0.61%$64M2.60M
55ORCLORACLE CORPhistory →COMMON0.56%$58M705.1K
56CSCOCISCO SYSTEMS INChistory →COMMON0.54%$57M1.01M
57MRKMERCK & CO INChistory →COMMON0.51%$54M657.7K
58UNPUNION PAC CORPhistory →COMMON0.50%$52M191.3K
59STZCONSTELLATION BRANDS INC-Ahistory →COMMON0.47%$49M214.8K
60PLDPROLOGIShistory →COMMON0.46%$49M301.5K
61CMCSACOMCAST CORP-CL Ahistory →COMMON0.46%$49M1.04M
62QCOMQUALCOMM INChistory →COMMON0.45%$48M311.8K
63BNDVANGUARD TOTAL BOND MARKEThistory →ETF FIXED0.45%$47M596.9K
64VZVERIZON COMMUNICATIONShistory →COMMON0.45%$47M923.6K
65INTCINTEL CORPhistory →COMMON0.44%$46M931.4K
66LINDE PLCCOMMON0.44%$46M143.9K
67BMYBRISTOL MYERS SQUIBB COhistory →COMMON0.43%$45M618.2K
68ZTSZOETIS INChistory →COMMON0.38%$40M211.1K
69CATCATERPILLAR INChistory →COMMON0.37%$39M175.2K
70HONHONEYWELL INTERNATIONAL INChistory →COMMON0.37%$39M200.0K
71MUBISHARES S&P NAT AMT-FREE MUNhistory →ETF FIXED0.36%$38M349.4K
72LMTLOCKHEED MARTIN CORPhistory →COMMON0.36%$38M85.1K
73OLEDUNIVERSAL DISPLAY CORPhistory →COMMON0.36%$37M223.4K
74ANAPLAN INCCOMMON0.34%$36M550.8K
75IBMINTERNATIONAL BUSINESS MACH COhistory →COMMON0.34%$35M272.7K
76CBCHUBB LTDhistory →COMMON0.32%$34M157.7K
77ADPAUTOMATIC DATA PROCESSINGhistory →COMMON0.31%$32M142.5K
78VEAVANGUARD FTSE DEVELOPED MARKEThistory →ETF EQUITY0.30%$31M646.2K
79CCITIGROUP INChistory →COMMON0.29%$31M573.6K
80DVDOUBLEVERIFY HOLDINGS INChistory →COMMON0.28%$30M1.18M
81EXPEEXPEDIA INChistory →COMMON0.28%$29M149.1K
82SPTISPDR BARCLAYS CAPITAL INTEREhistory →ETF FIXED0.28%$29M961.3K
83AXPAMERICAN EXPRESS COhistory →COMMON0.26%$28M148.0K
84USBU.S. BANCORPhistory →COMMON0.26%$28M518.7K
85EWBCEAST WEST BANCORP INChistory →COMMON0.26%$27M347.2K
86USIGISHARES BROAD USD INVESTMENThistory →ETF FIXED0.26%$27M492.9K
87MMM3M COhistory →COMMON0.26%$27M181.4K
88SNOWSNOWFLAKE INC-CLASS Ahistory →COMMON0.26%$27M117.8K
89NOCNORTHROP GRUMMAN CORPhistory →COMMON0.25%$27M59.9K
90GDGENERAL DYNAMICS CORPhistory →COMMON0.25%$26M109.6K
91WMWASTE MANAGEMENT INChistory →COMMON0.25%$26M164.1K
92VMBSVANGUARD MORTGAGE-BACKED SEChistory →ETF FIXED0.24%$25M505.6K
93ETNEATON CORP PLChistory →COMMON0.24%$25M165.9K
94HESKA CORPCOMMON0.24%$25M181.6K
95UNHUNITEDHEALTH GROUP INChistory →COMMON0.24%$25M49.2K
96GILDGILEAD SCIENCES INChistory →COMMON0.24%$25M421.4K
97NUENUCOR CORPhistory →COMMON0.24%$25M168.1K
98EMREMERSON ELEC COhistory →COMMON0.24%$25M254.3K
99NSPINSPERITY INChistory →COMMON0.23%$25M244.3K
100ITWILLINOIS TOOL WKS INChistory →COMMON0.23%$24M115.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2024$8.8B482Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$8.4B483Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$8.1B518Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$8.8B544Jul 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$8.6B589Apr 17, 202313F-HRchanges · EDGAR ↗
Q4 2022$8.1B603Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$7.7B609Oct 18, 202213F-HRchanges · EDGAR ↗
Q2 2022$8.7B612Jul 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$10.5B637Apr 19, 202213F-HRchanges · EDGAR ↗
Q4 2021$12.0B659Jan 27, 202213F-HRchanges · EDGAR ↗
Q3 2021$11.7B656Oct 14, 202113F-HRchanges · EDGAR ↗
Q2 2021$12.2B688Jul 19, 202113F-HRchanges · EDGAR ↗
Q1 2021$11.8B672Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$10.7B670Jan 20, 202113F-HRchanges · EDGAR ↗
Q3 2020$9.9B663Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$9.4B667Jul 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$8.5B671Apr 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$9.3B674Jan 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$8.9B762Oct 10, 201913F-HRchanges · EDGAR ↗
Q2 2019$9.2B749Jul 24, 201913F-HRchanges · EDGAR ↗
Q1 2019$9.1B736Apr 10, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • EXETER TRUST CO028-04279
  • MANNING & NAPIER FUND, INC.028-04273
  • MANNING & NAPIER ADVISORS LLC028-00866

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.