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Kevin Phelan

Lsv Asset Management

Assets Managed
$46.405B
Holdings
883
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
1.2%(2Q avg: 1.23%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lsv Asset Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 883 positions.

Assets under management

The assets under management (AUM) of Lsv Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 46.405B in assets, with a quarterly growth rate of 1.2% and a 2-quarter average growth rate of 1.23%. The portfolio is managed by Kevin Phelan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.34%
1.66%
$768.351M
2.672M shares@ $287.56 avg price
T
At&t Inc
Recent Activity
Decreased -0.88%
1.39%
$643.839M
22.209M shares@ $28.99 avg price
C
Citigroup Inc
Recent Activity
Decreased -2.25%
1.38%
$638.145M
5.627M shares@ $113.41 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -3.93%
1.35%
$624.473M
8.048M shares@ $77.59 avg price
MRK
Merck & Co. Inc.
Recent Activity
Decreased -1.65%
1.32%
$612.121M
5.089M shares@ $120.3 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 0.58%
1.32%
$609.13M
12.134M shares@ $50.21 avg price
BMY
Bristol-myers Squibb Co
Recent Activity
Increased 2.35%
1.16%
$537.078M
8.855M shares@ $60.66 avg price
STT
State Street Corp
Recent Activity
Decreased -3.31%
1.12%
$517.105M
4.086M shares@ $126.57 avg price
GM
General Motors Co
Recent Activity
Decreased -3%
1.1%
$509.357M
6.837M shares@ $74.5 avg price
BK
Bank Of New York Mellon Corp
Recent Activity
Decreased -13.69%
1.1%
$506.037M
4.266M shares@ $118.63 avg price

1-10 of 883