Current Market Value 4,033,325,539
Current Holdings 367
Most Recent File Date 2025-07-23
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WestEnd Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 367 4,033,326
2025-04-25 2025-03-31 13F-HR 362 3,768,673
2025-01-28 2024-12-31 13F-HR 341 3,926,966
2024-10-25 2024-09-30 13F-HR 398 4,075,112
2024-07-29 2024-06-30 13F-HR 365 3,869,462
2024-05-07 2024-03-31 13F-HR 355 3,860,312
2024-01-18 2023-12-31 13F-HR 301 3,646,953
2023-10-19 2023-09-30 13F-HR 301 3,325,636
2023-07-21 2023-06-30 13F-HR 42 3,393,659
2023-04-28 2023-03-31 13F-HR 312 3,218,482
2023-01-31 2022-12-31 13F-HR 311 3,058,027
2022-10-27 2022-09-30 13F-HR 321 2,985
2022-07-28 2022-06-30 13F-HR 307 3,173,061
2022-04-26 2022-03-31 13F-HR 331 3,723,638
2022-01-14 2021-12-31 13F-HR 387 3,675,823
2021-10-26 2021-09-30 13F-HR 383 3,324,806
2021-07-15 2021-06-30 13F-HR 379 3,093,712
2021-04-27 2021-03-31 13F-HR 54 2,493,950
2021-01-28 2020-12-31 13F-HR 55 1,977,605
2020-10-22 2020-09-30 13F-HR 55 1,698,449
2020-07-22 2020-06-30 13F-HR 56 1,489,832
2020-05-05 2020-03-31 13F-HR 59 1,195,522
2020-02-12 2019-12-31 13F-HR 54 1,325,989
2019-11-07 2019-09-30 13F-HR 84 1,219,374
2019-07-23 2019-06-30 13F-HR 57 1,149,719
2019-05-03 2019-03-31 13F-HR 52 1,064,537
2019-01-30 2018-12-31 13F-HR 57 932,404
2018-11-07 2018-09-30 13F-HR 53 1,045,240
2018-07-26 2018-06-30 13F-HR 51 962,565
2018-05-08 2018-03-31 13F-HR 49 1,061,532
2018-02-02 2017-12-31 13F-HR 47 1,081,464
2017-11-03 2017-09-30 13F-HR 37 1,139,566
2017-08-09 2017-06-30 13F-HR 35 1,169,146
2017-04-26 2017-03-31 13F-HR 37 1,196,905
2017-01-31 2016-12-31 13F-HR 34 1,253,622
2016-11-01 2016-09-30 13F-HR 34 1,394,069
2016-07-29 2016-06-30 13F-HR 32 1,884,056
2016-05-10 2016-03-31 13F-HR 32 2,062,188
2016-01-29 2015-12-31 13F-HR 34 2,040,358
2015-10-27 2015-09-30 13F-HR 37 1,976,958
2015-07-27 2015-06-30 13F-HR 32 2,160,395
2015-05-11 2015-03-31 13F-HR 32 2,223,534
2015-02-05 2014-12-31 13F-HR 33 2,188,635
2014-10-30 2014-09-30 13F-HR 32 1,979,353
2014-08-08 2014-06-30 13F-HR 34 2,039,065
2014-05-06 2014-03-31 13F-HR 32 2,047,480
2014-02-11 2013-12-31 13F-HR 34 2,766,836
2013-10-28 2013-09-30 13F-HR 34 3,052,133
2013-07-22 2013-06-30 13F-HR 50 3,040,307