MondegarAI
Aristotle Capital Management, LLC

Q3 2024 · 13F-HR

Aristotle Capital Management, LLCholdings as filed

Filed 2024-11-14 · accession 0001398344-24-020704

$54.93B
Reported value
185
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
701094104PHPARKER-HANNIFIN CORP$2.05B3.74%3,247,583CommonSOLE
526057104LENLENNAR CORP$1.89B3.44%10,087,815CommonSOLE
594918104MSFTMICROSOFT CORP$1.80B3.28%4,189,200CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.56B2.84%3,319,834CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.41B2.57%9,114,314CommonSOLE
22052L104CTVACORTEVA INC$1.40B2.54%23,730,796CommonSOLE
00724F101ADBEADOBE INC$1.39B2.53%2,679,148CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.32B2.40%2,448,945CommonSOLE
031162100AMGNAMGEN INC$1.26B2.29%3,905,146CommonSOLE
747525103QCOMQUALCOMM INC$1.26B2.29%7,384,575CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.23B2.24%8,204,115CommonSOLE
235851102DHRDANAHER CORPORATION$1.21B2.21%4,361,350CommonSOLE
H01301128ALCALCON AG$1.19B2.16%11,867,282CommonSOLE
278865100ECLECOLAB INC$1.17B2.12%4,562,777CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.16B2.12%14,498,368CommonSOLE
03662Q105AKXANSYS INC$1.15B2.09%3,604,205CommonSOLE
049560105ATOATMOS ENERGY CORP$1.14B2.08%8,229,176CommonSOLE
98419M100XYLXYLEM INC$1.12B2.04%8,311,583CommonSOLE
749685103RPMRPM INTL INC$1.11B2.02%9,153,821CommonSOLE
191216100KOCOCA COLA CO$1.10B2.01%15,369,478CommonSOLE
902973304USBUS BANCORP DEL$1.06B1.93%23,183,109CommonSOLE
548661107LOWLOWES COS INC$1.05B1.91%3,878,093CommonSOLE
835699307SONYSONY GROUP CORP$1.03B1.88%10,688,040CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.02B1.86%22,788,342CommonSOLE
58933Y105MRKMERCK & CO INC$1.01B1.84%8,920,929CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.00B1.83%5,799,571CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.00B1.83%6,867,524CommonSOLE
09260D107BXBLACKSTONE INC$975.1M1.78%6,368,117CommonSOLE
438516106HONHONEYWELL INTL INC$954.7M1.74%4,618,453CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$940.6M1.71%12,844,479CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$938.2M1.71%5,075,246CommonSOLE
59410T106MGDDYCIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR$927.4M1.69%45,645,424CommonSOLE
369550108GDGENERAL DYNAMICS CORP$900.3M1.64%2,979,117CommonSOLE
98389B100XELXCEL ENERGY INC$894.3M1.63%13,695,233CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$882.4M1.61%2,016,218CommonSOLE
89151E109TTENTOTALENERGIES SE$881.1M1.60%13,635,214CommonSOLE
127097103CTRACOTERRA ENERGY INC$832.0M1.51%34,739,772CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$795.2M1.45%3,086,024CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$756.6M1.38%10,605,248CommonSOLE
G5960L103MDTMEDTRONIC PLC$735.9M1.34%8,174,113CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$657.4M1.20%5,876,923CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$655.3M1.19%64,370,272CommonSOLE
688239201OSKOSHKOSH CORP$633.8M1.15%6,324,665CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$488.0M0.89%8,215,070CommonSOLE
11271J107BNBROOKFIELD CORP$262.1M0.48%4,929,869CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$198.4M0.36%561,276CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$164.3M0.30%2,085,347CommonSOLE
G2519Y108BAPCREDICORP LTD$152.8M0.28%844,302CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$151.4M0.28%389,555CommonSOLE
45687V106IRINGERSOLL RAND INC$145.8M0.27%1,484,993CommonSOLE
456837103INGING GROEP N.V.$131.5M0.24%7,241,116CommonSOLE
00BPCPYT4CAMECO CORP$125.7M0.23%2,628,676CommonSOLE
166764100CVXCHEVRON CORP NEW$124.9M0.23%848,418CommonSOLE
J46583100MONOFMONOTARO CO LTD$123.5M0.22%7,370,300CommonSOLE
D55535104MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN$123.0M0.22%222,933CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$121.7M0.22%464,317CommonSOLE
J76379106SNEJFSONY GROUP CORP$120.3M0.22%6,194,050CommonSOLE
D56134105NEMTFNEMETSCHEK SE$116.4M0.21%1,121,895CommonSOLE
13321L108CCJCAMECO CORP$112.1M0.20%2,346,351CommonSOLE
786584102SAFRYSAFRAN SA SPONS ADR$111.2M0.20%1,888,797CommonSOLE
045055100ASHTYASHTEAD GROUP PLC UNSPONS ADR$110.8M0.20%358,164CommonSOLE
Y20246107DBSDFDBS GROUP HOLDINGS LTD$109.2M0.20%3,679,106CommonSOLE
296036304EBKDYERSTE GROUP BANK AG SPONS ADR$107.6M0.20%3,917,197CommonSOLE
00BJT1GR5ALCON INC$105.0M0.19%1,050,307CommonSOLE
69807K105DQJCYPAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADR$103.0M0.19%3,982,100CommonSOLE
23346J103DSFIYDSM FIRMENICH AG ADR$101.9M0.19%7,374,392CommonSOLE
689164101OTSKYOTSUKA HOLDINGS CO LTD UNSPONS ADR$100.9M0.18%3,572,629CommonSOLE
J6352W100DQJCFPAN PACIFIC INTERNATIONAL HOLDINGS CORP$100.9M0.18%3,907,700CommonSOLE
626188106MURGYMUENCHENER RUECK-UNSPONS ADR$99.2M0.18%1,798,926CommonSOLE
F61824870MGDDFCIE GENERALE DES ETABLISSEMENTS MICHELIN SCA$97.9M0.18%2,404,789CommonSOLE
23304Y100DBSDYDBS GROUP HOLDINGS LTD SPONS ADR$97.4M0.18%820,325CommonSOLE
771195104RHHBYROCHE HOLDING AG SPONS ADR$95.6M0.17%2,390,734CommonSOLE
405552100HLNHALEON PLC$95.1M0.17%8,990,049CommonSOLE
61022V107MONOYMONOTARO CO LTD UNSPONS ADR$93.1M0.17%5,554,904CommonSOLE
F92124100TTETOTALENERGIES SE$92.5M0.17%1,416,394CommonSOLE
87155N109SYIEYSYMRISE AG UNSPONS ADR$91.4M0.17%2,641,582CommonSOLE
J63117105OTSKFOTSUKA HOLDINGS CO LTD$90.3M0.16%1,598,400CommonSOLE
G05320109ASHTFASHTEAD GROUP PLC$89.8M0.16%1,157,341CommonSOLE
F58485115LVMHFLVMH MOET HENNESSY LOUIS VUITTON SE$89.8M0.16%116,818CommonSOLE
30215C101EXPGYEXPERIAN GP LTD ADR$87.8M0.16%1,665,319CommonSOLE
045387107ASAZYASSA ABLOY AB ADR$86.8M0.16%5,153,517CommonSOLE
617446448MSMORGAN STANLEY$86.2M0.16%826,487CommonSOLE
F4035A557SAFRFSAFRAN SA$83.7M0.15%355,106CommonSOLE
25243Q205DEODIAGEO PLC$80.1M0.15%570,938CommonSOLE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITTON SE ADR$78.7M0.14%512,105CommonSOLE
H69293217ROGNROCHE HOLDING AG$77.8M0.14%242,465CommonSOLE
H0245V108DSMFFDSM-FIRMENICH AG$77.5M0.14%561,417CommonSOLE
A19494102ERSTE GROUP BANK AG$77.3M0.14%1,405,454CommonSOLE
W0817X204ASAZFASSA ABLOY AB$76.5M0.14%2,270,669CommonSOLE
D827A1108SYIEFSYMRISE AG$73.9M0.13%533,558CommonSOLE
G4232K100HLNCFHALEON PLC$73.8M0.13%14,002,382CommonSOLE
37733W204GSKGSK PLC$73.1M0.13%1,788,375CommonSOLE
904767704UNILEVER PLC$70.3M0.13%1,081,758CommonSOLE
G42089113DGEAFDIAGEO PLC$70.2M0.13%2,011,735CommonSOLE
G3910J179GLAXFGSK PLC$70.2M0.13%3,451,869CommonSOLE
G32655105EXPGFEXPERIAN PLC$68.0M0.12%1,289,088CommonSOLE
Y002A1105AAIGFAIA GROUP LTD$64.1M0.12%7,147,065CommonSOLE
307305102FANUYFANUC CORP ADR$62.6M0.11%4,275,362CommonSOLE
N39427211HINKFHEINEKEN NV$62.1M0.11%698,366CommonSOLE
010199503AKZOYAKZO NOBEL N V SPONS ADR$60.1M0.11%2,550,845CommonSOLE
23381B106DKILYDAIKIN INDUSTRIES LTD UNSPONS ADR$59.6M0.11%4,247,199CommonSOLE
423012301HEINYHEINEKEN NV SPONS ADR L1$59.5M0.11%1,338,352CommonSOLE
G7494G105RKLIFRENTOKIL INITIAL PLC$59.1M0.11%12,092,897CommonSOLE
501173207KUBTYKUBOTA CORP ADR$56.2M0.10%790,904CommonSOLE
J13440102FANUFFANUC CORP$56.0M0.10%1,913,225CommonSOLE
001317205AAGIYAIA GROUP LTD SPONS ADR$53.5M0.10%1,493,362CommonSOLE
00BLRB262UNILEVER PLC$51.0M0.09%784,160CommonSOLE
760125104RTORENTOKIL INITIAL PLC$48.6M0.09%1,947,907CommonSOLE
J10038115DKILFDAIKIN INDUSTRIES LTD$48.5M0.09%345,300CommonSOLE
006771720SAMSUNG ELECTRONICS CO LTD$48.2M0.09%1,025,338CommonSOLE
F0300Q103AMDUFAMUNDI SA$44.6M0.08%596,032CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$42.3M0.08%73,766CommonSOLE
559222401MGAMAGNA INTL INC$41.9M0.08%1,021,144CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$40.2M0.07%350,366CommonSOLE
N01803308AKZOFAKZO NOBEL NV$38.4M0.07%543,600CommonSOLE
654090109NJDCYNIDEC CORP SPONS ADR$36.8M0.07%3,500,637CommonSOLE
J8671Q103TCNRFTOKYO CENTURY CORP$35.3M0.06%3,144,000CommonSOLE
002554475MAGNA INTERNATIONAL INC$34.5M0.06%840,314CommonSOLE
J52968104NNDNFNIDEC CORP$32.3M0.06%1,536,544CommonSOLE
J36662138KUBTFKUBOTA CORP$30.7M0.06%2,159,850CommonSOLE
D6349P107RTLLFRATIONAL AG$29.2M0.05%28,603CommonSOLE
464287465EFAISHARES TR$27.8M0.05%333,000CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$25.7M0.05%336,209CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$23.7M0.04%212,691CommonSOLE
796050888SSNHZSAMSUNG ELECTRONICS CO LTD SPONS ADR$21.5M0.04%18,388CommonSOLE
302491303FMCFMC CORP$18.6M0.03%282,088CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$18.5M0.03%901,262CommonSOLE
J44497105MBFJFMITSUBISHI UFJ FINANCIAL GROUP INC$18.0M0.03%1,770,700CommonSOLE
02079K107GOOGALPHABET INC$15.8M0.03%94,677CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$14.8M0.03%189,790CommonSOLE
00287Y109ABBVABBVIE INC$13.6M0.02%68,655CommonSOLE
526057302LEN/BLENNAR CORP$13.1M0.02%75,995CommonSOLE
172908105CTASCINTAS CORP$8.0M0.01%38,636CommonSOLE
002824100ABTABBOTT LABS$6.2M0.01%54,757CommonSOLE
37954Y889CATHGLOBAL X FDS$6.1M0.01%88,004CommonSOLE
464287598IWDISHARES TR$5.6M0.01%29,588CommonSOLE
052769106ADSKAUTODESK INC$5.5M0.01%20,075CommonSOLE
48667L106KDDIYKDDI CORP$5.3M0.01%332,599CommonSHARED
464286772EWYISHARES INC$4.8M0.01%75,092CommonSOLE
713448108PEPPEPSICO INC$4.3M0.01%25,276CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.3M0.01%26,262CommonSOLE
780087102RYROYAL BK CDA$4.2M0.01%33,470CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.7M0.01%31,889CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.1M0.01%11,530CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.0M0.01%28,566CommonSOLE
817565104SCISERVICE CORP INTL$2.9M0.01%36,423CommonSOLE
N00985106AERAERCAP HOLDINGS NV$2.8M0.01%29,804CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.8M0.01%4CommonSOLE
00B10RZP7UNILEVER PLC$2.7M0.00%41,210CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.6M0.00%12,211CommonSOLE
871829107SYYSYSCO CORP$2.0M0.00%25,021CommonSOLE
384802104GWWGRAINGER W W INC$1.9M0.00%1,833CommonSOLE
353514102FELEFRANKLIN ELEC INC$1.9M0.00%18,052CommonSOLE
037833100AAPLAPPLE INC$1.9M0.00%8,000CommonSOLE
717081103PFEPFIZER INC$1.3M0.00%46,072CommonSOLE
832696405SJMSMUCKER J M CO$1.1M0.00%9,367CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.00%7,790CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.00%1,245CommonSOLE
291011104EMREMERSON ELEC CO$1.0M0.00%9,600CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$955,0400.00%2,075CommonSOLE
718546104PSXPHILLIPS 66$927,9400.00%7,059CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$924,4660.00%721CommonSOLE
88579Y101MMM3M CO$863,3970.00%6,316CommonSOLE
Y74718118SAMSUNG ELECTRONICS CO LTD$794,0350.00%20,400CommonSOLE
172062101CINFCINCINNATI FINL CORP$712,3660.00%5,233CommonSOLE
92826C839VVISA INC$604,8900.00%2,200CommonSOLE
922908744VTVVANGUARD INDEX FDS$542,5290.00%3,108CommonSOLE
060505104BACBANK AMERICA CORP$527,7440.00%13,300CommonSOLE
260003108DOVDOVER CORP$498,5240.00%2,600CommonSOLE
641069406NSRGYNESTLE SA$478,8090.00%4,754CommonSOLE
92338C103VLTOVERALTO CORP$454,9740.00%4,067CommonSOLE
907818108UNPUNION PAC CORP$448,5940.00%1,820CommonSOLE
257651109DCIDONALDSON INC$442,2000.00%6,000CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$413,7720.00%3,833CommonSOLE
609207105MDLZMONDELEZ INTL INC$396,2710.00%5,379CommonSOLE
855244109SBUXSTARBUCKS CORP$389,9600.00%4,000CommonSOLE
655664100JWNUSDNORDSTROM INC$359,8400.00%16,000CommonSOLE
50050N103KTBKONTOOR BRANDS INC$318,4510.00%3,894CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$301,5000.00%5,709CommonSOLE
68389X105ORCLORACLE CORP$255,6000.00%1,500CommonSOLE
75513E101RTXRTX CORPORATION$243,2890.00%2,008CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$210,8380.00%2,031CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$208,9820.00%3,317CommonSOLE
66987V109NVSNOVARTIS AG$206,3790.00%1,794CommonSOLE
949746101WMT2WELLS FARGO CO NEW$33,8940.00%600CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.