13F Filings History of LEUTHOLD GROUP, LLC

Latest 13F report
Q3 2025 - 06 Nov 2025
Value $
$913,977,024
Signature - Title
Glenn Larson - Chief Compliance Officer
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by LEUTHOLD GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LEUTHOLD GROUP, LLC reported 205 stock holdings with total value $913,977,024 as of Q3 2025. Top holdings included MSFT, META, BWX, ORCL, and NFLX.

Notify me when LEUTHOLD GROUP, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 205 $913,977,024 +$110,914,991 -$95,881,957 +$15,033,034 MSFT, META, BWX, ORCL, NFLX 13F-HR 06 Nov 2025, 12:44
Q2 2025 206 $837,012,664 +$94,073,458 -$101,250,096 -$7,176,638 MSFT, META, BWX, NFLX, SPDN 13F-HR 13 Aug 2025, 10:49
Q1 2025 201 $770,116,163 +$159,506,404 -$230,252,179 -$70,745,775 SPDN, MSFT, BWX, META, PSQ 13F-HR 13 May 2025, 15:40
Q4 2024 191 $832,616,067 +$139,568,040 -$187,753,847 -$48,185,807 MSFT, META, IGIB, SPDN, IGOV 13F-HR 03 Feb 2025, 15:42
Q3 2024 172 $883,182,348 +$83,619,998 -$118,586,552 -$34,966,554 MSFT, IGIB, META, AAPL, SPDN 13F-HR 24 Oct 2024, 17:26
Q2 2024 180 $865,230,479 +$113,614,689 -$129,720,470 -$16,105,781 MSFT, LRCX, META, SPDN, IGIB 13F-HR 12 Aug 2024, 17:00
Q1 2024 178 $888,032,808 +$69,120,353 -$38,580,795 +$30,539,558 MSFT, LRCX, SPDN, IGIB, META 13F-HR 06 May 2024, 16:28
Q4 2023 174 $799,198,297 +$75,325,708 -$61,598,650 +$13,727,058 MSFT, SPDN, LRCX, AAPL, IGOV 13F-HR 06 Feb 2024, 17:02
Q3 2023 182 $712,967,817 +$102,098,891 -$141,467,410 -$39,368,519 SPDN, MSFT, LRCX, AAPL, RWM 13F-HR 07 Nov 2023, 16:41
Q2 2023 199 $771,774,514 +$113,975,861 -$141,407,157 -$27,431,296 MSFT, SPDN, AAPL, BWX, LRCX 13F-HR 08 Aug 2023, 16:58
Q1 2023 191 $757,167,636 +$150,913,862 -$160,511,415 -$9,597,553 SPDN, MSFT, BWX, AAPL, LRCX 13F-HR 18 Apr 2023, 15:06
Q4 2022 191 $742,026,110 +$95,328,801 -$78,634,622 +$16,694,179 SPDN, BWX, RWM, MSFT, UNH Restatement 07 Feb 2023, 09:45
Q3 2022 181 $663,605,000 +$105,734,942 -$117,304,794 -$11,569,852 SPDN, RWM, MSFT, AAPL, UNH 13F-HR 31 Oct 2022, 17:13
Q2 2022 183 $704,313,000 +$97,079,013 -$95,103,404 +$1,975,609 SPDN, VTIP, RWM, MSFT, UNH 13F-HR 01 Aug 2022, 11:46
Q1 2022 189 $780,824,000 +$131,702,562 -$167,405,283 -$35,702,721 SPDN, MSFT, TGT, VTIP, LRCX 13F-HR 04 May 2022, 10:13
Q4 2021 199 $853,622,000 +$117,169,965 -$127,496,760 -$10,326,795 GLD, MSFT, LRCX, TGT, GOOGL 13F-HR 02 Feb 2022, 18:07
Q3 2021 197 $815,037,000 +$67,437,996 -$57,171,253 +$10,266,743 VTIP, GLD, TGT, IGOV, GOOGL 13F-HR 15 Nov 2021, 09:35
Q2 2021 182 $814,511,000 +$87,279,813 -$101,823,540 -$14,543,727 VTIP, GLD, TGT, LRCX, IGOV 13F-HR 13 Aug 2021, 11:47
Q1 2021 179 $793,028,000 +$84,582,747 -$108,534,350 -$23,951,603 GLD, IEMG, SJNK, MBB, TGT 13F-HR 17 May 2021, 16:18
Q4 2020 172 $736,356,000 +$101,467,618 -$133,470,639 -$32,003,021 GLD, IEMG, MBB, IGOV, MSFT 13F-HR 16 Feb 2021, 09:59
Q3 2020 165 $729,452,000 +$91,947,201 -$75,640,336 +$16,306,865 GLD, FXY, MBB, IEMG, SPDN 13F-HR 13 Nov 2020, 19:04
Q2 2020 154 $671,552,000 +$117,625,776 -$98,578,493 +$19,047,283 GLD, FXY, MBB, SPDN, IEMG 13F-HR 13 Aug 2020, 18:04
Q1 2020 147 $554,961,000 +$72,484,161 -$171,626,574 -$99,142,413 GLD, FXY, MBB, IGOV, IEMG 13F-HR 14 May 2020, 18:00
Q4 2019 166 $767,949,000 +$135,530,204 -$169,783,676 -$34,253,472 GLD, FXY, IGOV, EMB, MBB 13F-HR 14 Feb 2020, 10:27
Q3 2019 173 $763,408,000 +$111,141,091 -$141,576,517 -$30,435,426 GLD, FXY, IGOV, MBB, RWM 13F-HR 14 Nov 2019, 09:21
Q2 2019 187 $775,461,000 +$149,384,090 -$145,756,830 +$3,627,260 GLD, FXY, IGOV, MBB, MSFT 13F-HR 14 Aug 2019, 16:02
Q1 2019 179 $743,375,000 +$153,549,261 -$165,173,862 -$11,624,601 GLD, FXY, IGOV, MBB, GOOGL 13F-HR 15 May 2019, 09:21
Q4 2018 185 $697,781,000 +$85,686,530 -$217,538,228 -$131,851,698 FXY, IGOV, PDBC, FLOT, HCA 13F-HR 14 Feb 2019, 12:01
Q3 2018 183 $917,823,000 +$111,588,492 -$128,039,911 -$16,451,419 FXY, IGOV, PDBC, XLF, SH 13F-HR 14 Nov 2018, 09:46
Q2 2018 195 $908,827,000 +$310,881,210 -$267,099,746 +$43,781,464 FXY, IGOV, PDBC, XLF, SH 13F-HR 14 Aug 2018, 13:45
Q1 2018 190 $878,798,000 +$154,527,483 -$278,910,911 -$124,383,428 FXY, IGOV, BWX, SH, RWM 13F-HR 15 May 2018, 15:18
Q4 2017 192 $1,001,253,000 +$189,936,363 -$216,871,340 -$26,934,977 BWX, FLOT, IGOV, FXY, LRCX 13F-HR 14 Feb 2018, 13:55
Q3 2017 194 $990,192,000 +$109,486,153 -$90,676,747 +$18,809,406 BWX, FLOT, IGOV, FXY, LRCX 13F-HR 14 Nov 2017, 14:58
Q2 2017 204 $932,824,000 +$138,565,164 -$166,671,755 -$28,106,591 BWX, FXY, IGOV, MBB, IEMG 13F-HR 14 Aug 2017, 13:05
Q1 2017 211 $928,169,000 +$88,859,486 -$97,656,123 -$8,796,637 BWX, IGOV, MBB, FXY, IEMG 13F-HR 15 May 2017, 14:54
Q4 2016 214 $893,916,000 +$190,541,981 -$266,157,063 -$75,615,082 BWX, MBB, IGOV, BKLN, IEMG 13F-HR 14 Feb 2017, 12:47
Q3 2016 205 $951,589,000 +$237,913,346 -$254,364,607 -$16,451,261 BWX, MBB, IGOV, IEMG, OMC 13F-HR 14 Nov 2016, 15:18
Q2 2016 205 $944,947,000 +$335,079,414 -$302,648,312 +$32,431,102 BWX, MBB, IGOV, OMC, FXY 13F-HR 15 Aug 2016, 14:58
Q1 2016 197 $917,170,000 +$161,066,194 -$203,284,489 -$42,218,295 BWX, MBB, SH, RWM, OMC 13F-HR 16 May 2016, 15:20
Q4 2015 189 $952,994,000 +$181,727,545 -$208,447,974 -$26,720,429 BWX, MBB, SH, RWM, FXY 13F-HR 12 Feb 2016, 14:24
Q3 2015 186 $946,720,000 +$207,551,344 -$288,341,726 -$80,790,382 MBB, BWX, SH, RWM, FXY 13F-HR 16 Nov 2015, 15:59
Q2 2015 208 $1,069,102,000 +$223,365,502 -$225,039,457 -$1,673,955 BWX, MBB, ELV, AET, HCA 13F-HR 14 Aug 2015, 15:14
Q1 2015 197 $1,076,895,000 +$160,247,566 -$125,038,004 +$35,209,562 BWX, MBB, BNDX, CVS, ELV 13F-HR 15 May 2015, 16:26
Q4 2014 205 $1,017,799,000 +$154,665,197 -$329,729,787 -$175,064,590 MBB, BWX, CVS, FLOT, DAL 13F-HR 17 Feb 2015, 13:47
Q3 2014 207 $1,108,585,000 +$168,632,097 -$197,743,293 -$29,111,196 MBB, BWX, FLOT, CVS, DAL 13F-HR 14 Nov 2014, 15:58
Q2 2014 196 $1,178,231,000 +$226,379,539 -$210,580,288 +$15,799,251 BWX, MBB, WAG, LQD, CVS 13F-HR 13 Aug 2014, 16:58
Q1 2014 191 $1,126,269,000 +$152,269,481 -$180,979,782 -$28,710,301 BWX, MBB, WAG, CVS, FXY 13F-HR 15 May 2014, 15:48
Q4 2013 203 $1,116,943,000 $0 $0 $0 BWX, FXY, MBB, WAG, CVS 13F-HR 14 Feb 2014, 11:41