Filed: 8/7/2025ACC: 0001140022-25-000009
📋 What this filing means
AVIVA PLC filed this quarterly 13F‑HR report disclosing 884 equity positions with a total reported market value of $48.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
884
Positions
$48.42B
Total AUM (reported)
435.04M
Total Shares
Allocation by class
COM$36.90B76.2%
CL A$3.05B6.3%
CAP STK CL$1.71B3.5%
COM NEW$1.27B2.6%
SHS$1.26B2.6%
COM CL A$1.02B2.1%
CL B NEW$486.60M1.0%
Portfolio Concentration
Top 3$8.62B17.8%
4–10$7.13B14.7%
11–25$5.76B11.9%
Rest$26.91B55.6%
Top 3 weight
17.8%
Top 10 weight
32.5%
Voting Authority Distribution
Total shares with voting rights: 435.04M
Sole
Full voting authority
435.04M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other884
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings884
Rows:
NVIDIA CORPORATION
DFNDShares19.91M
TypeSH
Market value$3.15B
6.50%
Sole
19.91M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares6.26M
TypeSH
Market value$3.11B
6.43%
Sole
6.26M
Shared
0.00
None
0.00
APPLE INC
DFNDShares11.49M
TypeSH
Market value$2.36B
4.87%
Sole
11.49M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares7.28M
TypeSH
Market value$1.60B
3.30%
Sole
7.28M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares1.68M
TypeSH
Market value$1.24B
2.56%
Sole
1.68M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares4.42M
TypeSH
Market value$1.22B
2.51%
Sole
4.42M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares5.39M
TypeSH
Market value$949.72M
1.96%
Sole
5.39M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares4.29M
TypeSH
Market value$760.54M
1.57%
Sole
4.29M
Shared
0.00
None
0.00
TESLA INC
DFNDShares2.16M
TypeSH
Market value$687.25M
1.42%
Sole
2.16M
Shared
0.00
None
0.00
VISA INC
DFNDShares1.93M
TypeSH
Market value$683.60M
1.41%
Sole
1.93M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares2.23M
TypeSH
Market value$647.21M
1.34%
Sole
2.23M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares1M
TypeSH
Market value$486.09M
1.00%
Sole
1M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares622.21K
TypeSH
Market value$485.03M
1.00%
Sole
622.21K
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares331.56K
TypeSH
Market value$444.00M
0.92%
Sole
331.56K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares2.51M
TypeSH
Market value$399.28M
0.82%
Sole
2.51M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares1.08M
TypeSH
Market value$396.87M
0.82%
Sole
1.08M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares673.06K
TypeSH
Market value$378.22M
0.78%
Sole
673.06K
Shared
0.00
None
0.00
WALMART INC
DFNDShares3.83M
TypeSH
Market value$374.86M
0.77%
Sole
3.83M
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
DFNDShares373.38K
TypeSH
Market value$369.63M
0.76%
Sole
373.38K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares3.23M
TypeSH
Market value$348.58M
0.72%
Sole
3.23M
Shared
0.00
None
0.00
LINDE PLC
DFNDShares681.26K
TypeSH
Market value$319.63M
0.66%
Sole
681.26K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING
DFNDShares958.73K
TypeSH
Market value$295.67M
0.61%
Sole
958.73K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares1.80M
TypeSH
Market value$275.15M
0.57%
Sole
1.80M
Shared
0.00
None
0.00
ORACLE CORP
DFNDShares1.26M
TypeSH
Market value$274.75M
0.57%
Sole
1.26M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
DFNDShares878.89K
TypeSH
Market value$262.69M
0.54%
Sole
878.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 19.91M | SH | $3.15B 6.50% | 19.91M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 6.26M | SH | $3.11B 6.43% | 6.26M | 0.00 | 0.00 |
APPLE INCDFND | COM | 11.49M | SH | $2.36B 4.87% | 11.49M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 7.28M | SH | $1.60B 3.30% | 7.28M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 1.68M | SH | $1.24B 2.56% | 1.68M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 4.42M | SH | $1.22B 2.51% | 4.42M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL | 5.39M | SH | $949.72M 1.96% | 5.39M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL | 4.29M | SH | $760.54M 1.57% | 4.29M | 0.00 | 0.00 |
TESLA INCDFND | COM | 2.16M | SH | $687.25M 1.42% | 2.16M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 1.93M | SH | $683.60M 1.41% | 1.93M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 2.23M | SH | $647.21M 1.34% | 2.23M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 1M | SH | $486.09M 1.00% | 1M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 622.21K | SH | $485.03M 1.00% | 622.21K | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 331.56K | SH | $444.00M 0.92% | 331.56K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 2.51M | SH | $399.28M 0.82% | 2.51M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 1.08M | SH | $396.87M 0.82% | 1.08M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 673.06K | SH | $378.22M 0.78% | 673.06K | 0.00 | 0.00 |
WALMART INCDFND | COM | 3.83M | SH | $374.86M 0.77% | 3.83M | 0.00 | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 373.38K | SH | $369.63M 0.76% | 373.38K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 3.23M | SH | $348.58M 0.72% | 3.23M | 0.00 | 0.00 |
LINDE PLCDFND | SHS | 681.26K | SH | $319.63M 0.66% | 681.26K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSINGDFND | COM | 958.73K | SH | $295.67M 0.61% | 958.73K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 1.80M | SH | $275.15M 0.57% | 1.80M | 0.00 | 0.00 |
ORACLE CORPDFND | COM | 1.26M | SH | $274.75M 0.57% | 1.26M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 878.89K | SH | $262.69M 0.54% | 878.89K | 0.00 | 0.00 |
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