Schroder Investment Management Group 13F Holdings
Schroder Investment Management Group's holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$141.1B
Largest holding
Nvidia Corporation
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | +1.93M sh | $660.8M | 0.75% |
| FORTINET INC | New position | $359.4M | 0.26% |
| VALE S A (SPONSORED ADS) | New position | $356.4M | 0.25% |
| WATERS CORP | +948,000 sh | $318.9M | 0.34% |
| DEERE & CO | +518,200 sh | $305.4M | 0.40% |
| H WORLD GROUP LTD (SPONSORED ADS) | +5.84M sh | $268.7M | 0.44% |
| ISHARES TR (U.S. TECH ETF) | +1.18M sh | $248.3M | 0.22% |
| STRYKER CORPORATION | +742,700 sh | $237.7M | 0.47% |
| VISA INC (COM CL A) | +724,000 sh | $233.6M | 1.86% |
| APPLE INC | +820,900 sh | $222.9M | 4.26% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| ARM HOLDINGS PLC (SPONSORED ADS) | -1.95M sh | -$493.5M | 0.47% |
| COTERRA ENERGY INC | Sold out | -$358.8M | 0.00% |
| RTX CORPORATION | Sold out | -$345.7M | 0.00% |
| LAUDER ESTEE COS INC (CL A) | -4.29M sh | -$315.1M | 0.21% |
| TENCENT MUSIC ENTMT GROUP (SPON ADS) | -31.20M sh | -$275.0M | 0.27% |
| FORTINET INC | Sold out | -$248.3M | 0.00% |
| ALPHABET INC (CAP STK CL A) | -694,100 sh | -$223.8M | 5.58% |
| NEXTPOWER INC (CLASS A COM) | Sold out | -$181.6M | 0.00% |
| EMERSON ELEC CO | -1.27M sh | -$174.7M | 0.46% |
| FULL TRUCK ALLIANCE CO LTD (SPONSORED ADS) | -20.98M sh | -$172.3M | 0.08% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| NVIDIA CORPORATION | $9.2B | 6.54% | -0.30% |
| ALPHABET INC (CAP STK CL A) | $7.9B | 5.58% | -3.06% |
| APPLE INC | $6.0B | 4.26% | +4.12% |
| MICROSOFT CORP | $5.9B | 4.16% | +1.78% |
| BROADCOM INC | $4.1B | 2.93% | -0.27% |
| AMAZON COM INC | $3.5B | 2.49% | +3.19% |
| META PLATFORMS INC (CL A) | $2.9B | 2.08% | +0.66% |
| TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) | $2.7B | 1.95% | -3.50% |
| VISA INC (COM CL A) | $2.6B | 1.86% | +10.48% |
| JPMORGAN CHASE & CO | $2.1B | 1.53% | +0.42% |
| MORGAN STANLEY (COM NEW) | $2.1B | 1.52% | -0.18% |
| ARISTA NETWORKS INC (COM SHS) | $1.6B | 1.16% | -1.38% |
| ELI LILLY & CO | $1.5B | 1.09% | +9.25% |
| ADVANCED MICRO DEVICES INC | $1.4B | 1.02% | +7.88% |
| KLA CORP (COM NEW) | $1.3B | 0.90% | -1.32% |
| COCA COLA CO | $1.2B | 0.87% | +9.75% |
| MERCADOLIBRE INC | $1.1B | 0.79% | -5.64% |
| MASTERCARD INCORPORATED (CL A) | $1.1B | 0.77% | +4.61% |
| TAPESTRY INC | $1.1B | 0.77% | +4.85% |
| UNITEDHEALTH GROUP INC | $1.1B | 0.75% | +306.89% |
| ALPHABET INC (CAP STK CL C) | $992.0M | 0.70% | +1.31% |
| NEXTERA ENERGY INC | $980.0M | 0.70% | -7.81% |
| MICRON TECHNOLOGY INC | $978.4M | 0.69% | +9.31% |
| MONSTER BEVERAGE CORP NEW | $952.2M | 0.68% | -5.13% |
| CADENCE DESIGN SYSTEM INC | $932.9M | 0.66% | +13.07% |
| PARKER-HANNIFIN CORP | $912.0M | 0.65% | -5.13% |
| JOHNSON & JOHNSON | $905.0M | 0.64% | -7.31% |
| VANGUARD INDEX FDS (S&P 500 ETF SHS) | $830.7M | 0.59% | +0.20% |
| THERMO FISHER SCIENTIFIC INC | $764.7M | 0.54% | -11.76% |
| GE VERNOVA INC | $726.7M | 0.52% | -11.34% |
| BRISTOL-MYERS SQUIBB CO | $716.0M | 0.51% | -0.07% |
| ISHARES TR (CORE S&P500 ETF) | $713.8M | 0.51% | +6.06% |
| TESLA INC | $710.8M | 0.50% | +2.74% |
| SEA LTD (SPONSORD ADS) | $710.8M | 0.50% | +21.95% |
| STRYKER CORPORATION | $667.4M | 0.47% | +53.93% |
| ARM HOLDINGS PLC (SPONSORED ADS) | $664.2M | 0.47% | -51.02% |
| PALO ALTO NETWORKS INC | $644.6M | 0.46% | -20.56% |
| EMERSON ELEC CO | $642.4M | 0.46% | -22.12% |
| H WORLD GROUP LTD (SPONSORED ADS) | $623.4M | 0.44% | +64.17% |
| TJX COS INC NEW | $612.1M | 0.43% | +2.67% |
| LAM RESEARCH CORP (COM NEW) | $608.1M | 0.43% | -11.31% |
| AMERICAN EXPRESS CO | $601.7M | 0.43% | +13.62% |
| MEDTRONIC PLC | $601.5M | 0.43% | -10.66% |
| GE AEROSPACE (COM NEW) | $578.6M | 0.41% | -11.13% |
| ABBVIE INC | $573.8M | 0.41% | +2.88% |
| HDFC BANK LTD (SPONSORED ADS) | $564.7M | 0.40% | -3.20% |
| EATON CORP PLC | $557.7M | 0.40% | +14.55% |
| DEERE & CO | $557.1M | 0.40% | +138.88% |
| PROCTER & GAMBLE CO | $546.6M | 0.39% | -2.19% |
| VERTIV HOLDINGS CO (COM CL A) | $542.8M | 0.39% | -21.78% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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