BARROW HANLEY MEWHINNEY & STRAUSS LLC

Overview

• HeadquartersDallas, United States²
• Legal formLimited Liability Company²
• LEI213800XRVTFKWDGW6Y09²
• StatusActive²
• LEI statusIssued and current²
• Registered addressC/O CORPORATION SERVICE COMPANY, 19808 Wilmington, United States²
• Registered withDivision of Corporations, Department of State, 4766587²

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Corporate structure

BARROW HANLEY MEWHINNEY & STRAUSS LLC is part of a group headed by Perpetual Limited. 211 entities, 9 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (32 companies). Each entity in the chart links to its source.

Investment adviser

BARROW HANLEY MEWHINNEY & STRAUSS LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

• Assets it manages$59.0B³ 272 accounts, $52.4B with discretion
• Employees94 43 in investment advice or research
• ClientsInvestment companies: 18 ($21.2B); State or municipal government entities (including government pension: 36 ($15.8B); Corporations or other businesses not listed above: 18 ($7.9B); Pension and profit sharing plans (but not the plan participants or: 41 ($7.8B); Pooled investment vehicles (other than investment companies and: 7 ($2.9B); Charitable organizations: 27 ($1.6B); Other investment advisers: 1 ($1.4B); Insurance companies: 2 ($391.4M); High net worth individuals: 4 ($6.3M)
• How it is paidA percentage of assets under its management; Performance-based fees
• What it doesPortfolio management for individuals and/or small businesses; Portfolio management for investment companies; Portfolio management for pooled investment vehicles (other than investment companies); Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles); Selection of other advisers (including private fund managers)
• Holds client assetsNo
• RegistrationSEC 801-31237, CRD 105519 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

• PERPETUAL US HOLDING COMPANYowns 50% to 75%, since 11/2020
• BHMS INVESTMENT HOLDINGS LPowns 25% to 50%, since 02/2010
• PERPETUAL ACQUISITION COMPANYowns 75% or more of PERPETUAL US, since 11/2020
• PERPETUAL LIMITEDowns 75% or more of PERPETUAL, since 11/2020

In its own words: the client brochure

Form ADV Part 2A, the plain-English document an adviser must give its clients, quoted as filed 3/26/2026.⁴ It covers the firm’s services, fees, investment strategies and their risks, and its conflicts of interest. The firm also files 1 other brochure.

Subsidiaries and ownership

Parent company (GLEIF)

• Perpetual Limited²

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Timeline

1. Mar 29, 2017Parent Directly consolidated by Perpetual Limited²
2. Dec 17, 2009Founded BARROW HANLEY MEWHINNEY & STRAUSS LLC is founded²

Filings

24 filings to the SEC since October 2021: 24 other. The latest 20:

1. Aug 13, 2026N-PX EDGAR
2. Aug 12, 202613F-HR EDGAR
3. May 13, 202613F-HR EDGAR
4. Feb 11, 202613F-HR EDGAR
5. Nov 13, 202513F-HR EDGAR
6. Aug 19, 2025N-PX EDGAR
7. Aug 12, 202513F-HR EDGAR
8. May 12, 202513F-HR EDGAR
9. Feb 18, 202513F-HR/A EDGAR
10. Feb 12, 202513F-HR EDGAR
11. Nov 13, 202413F-HR EDGAR
12. Aug 16, 2024N-PX EDGAR
13. Aug 13, 202413F-HR EDGAR
14. May 13, 202413F-HR EDGAR
15. Feb 12, 202413F-HR EDGAR
16. Nov 13, 202313F-HR EDGAR
17. Aug 10, 202313F-HR EDGAR
18. May 11, 202313F-HR EDGAR
19. Feb 14, 202313F-HR EDGAR
20. Nov 10, 202213F-HR EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

BARROW HANLEY MEWHINNEY & STRAUSS LLC has told the SEC it owns more than 5% of 32 companies, latest first (Schedules 13D and 13G).

• AptivSCHEDULE 13G Aug 12, 2026⁵
• Axalta Coating SystemsSCHEDULE 13G Feb 11, 2022 to Aug 12, 2026⁶
• ICHOR HOLDINGS, LTD.SCHEDULE 13G Feb 11, 2026 to Aug 12, 2026⁷
• MDU ResourcesSCHEDULE 13G Feb 11, 2026 to Aug 12, 2026⁸
• Pinnacle West Capital CorporationSCHEDULE 13G Feb 13, 2024 to Aug 12, 2026⁹
• Warner Music GroupSCHEDULE 13G Feb 14, 2025 to Aug 12, 2026¹⁰
• SLM CorpSCHEDULE 13G Aug 12, 2025 to May 13, 2026¹¹
• Western Alliance BancorporationSCHEDULE 13G Nov 12, 2025 to May 13, 2026¹²
• Everus Construction Group, Inc.SCHEDULE 13G May 14, 2025 to Feb 11, 2026¹³
• EnviriSCHEDULE 13G Feb 11, 2022 to Nov 12, 2025¹⁴
• Kaiser AluminumSCHEDULE 13G Feb 13, 2024 to Nov 12, 2025¹⁵
• Hain Celestial GroupSCHEDULE 13G Feb 13, 2024 to Aug 12, 2025¹⁶
• COLUMBUS MCKINNON CORPSCHEDULE 13G Feb 13, 2025 to May 14, 2025¹⁷
• Lithia MotorsSCHEDULE 13G Feb 15, 2023 to May 14, 2025¹⁸
• United Parks & Resorts Inc.SCHEDULE 13G Feb 11, 2022 to May 14, 2025¹⁹
• Airborne Maintenance & Engineering ServicesSCHEDULE 13G Nov 13, 2024 to Feb 14, 2025²⁰
• The Greenbrier CompaniesSCHEDULE 13G Feb 11, 2022 to Feb 14, 2025²¹
• AramarkSC 13G Feb 11, 2022 to Nov 13, 2024²²
• Dauch CorpSC 13G Feb 10, 2022 to Nov 13, 2024²³
• VertivSC 13G Feb 15, 2023 to Nov 13, 2024²⁴
• APOGEE ENTERPRISES, INC.SC 13G Feb 10, 2022 to Feb 13, 2024²⁵
• Corporate Office Properties TrustSC 13G Feb 11, 2022 to Feb 13, 2024²⁶
• Perrigo Company PlcSC 13G Jan 10, 2022 to Feb 13, 2024²⁷
• Advance Auto PartsSC 13G Feb 10, 2022 to Feb 15, 2023²⁸
• Interface, Inc.SC 13G Feb 11, 2022 to Feb 15, 2023²⁹
• MGM Growth Properties LLCSC 13G Feb 10, 2022 to Feb 15, 2023³⁰
• OFG BancorpSC 13G Feb 10, 2022 to Feb 15, 2023³¹
• Optimum CommunicationsSC 13G Feb 11, 2022 to Feb 15, 2023³²
• Ralph Lauren CorporationSC 13G Feb 11, 2022 to Feb 15, 2023³³
• COHU INCSC 13G Feb 11, 2022³⁴