Filed: 5/14/2025ACC: 0000947871-25-000506
📋 What this filing means
B. METZLER SEEL. SOHN & CO. AG filed this quarterly 13F‑HR report disclosing 742 equity positions with a total reported market value of $9.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
742
Positions
$9.71B
Total AUM (reported)
75.77M
Total Shares
Allocation by class
COM$7.65B78.7%
CL A$590.53M6.1%
CAP STK CL A$420.87M4.3%
COM CL A$354.17M3.6%
COM NEW$290.66M3.0%
SPONSORED ADS$113.46M1.2%
CL B$59.74M0.6%
Portfolio Concentration
Top 3$1.75B18.0%
4–10$2.18B22.4%
11–25$2.14B22.0%
Rest$3.65B37.6%
Top 3 weight
18.0%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 75.77M
Sole
Full voting authority
21.98M
shares
% of voting shares29.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
53.79M
shares
% of voting shares71.0%
Investment Discretion (by position count)
Sole30
Shared0
Other712
Dominant voting typeNone · 71.0% of voting shares
Institutional Holdings742
Rows:
MICROSOFT CORP
DFNDShares1.73M
TypeSH
Market value$649.43M
6.69%
Sole
615.56K
Shared
0.00
None
1.11M
APPLE INC
DFNDShares2.68M
TypeSH
Market value$595.82M
6.14%
Sole
906.46K
Shared
0.00
None
1.78M
AMAZON COM INC
SOLEShares2.63M
TypeSH
Market value$500.55M
5.16%
Sole
852.38K
Shared
0.00
None
1.78M
ALPHABET INC
DFNDShares2.72M
TypeSH
Market value$420.87M
4.33%
Sole
1.04M
Shared
0.00
None
1.68M
VISA INC
SOLEShares961.45K
TypeSH
Market value$336.95M
3.47%
Sole
88.84K
Shared
0.00
None
872.61K
NVIDIA CORP
SOLEShares2.94M
TypeSH
Market value$318.53M
3.28%
Sole
1.77M
Shared
0.00
None
1.17M
PROCTER AND GAMBLE CO
SOLEShares1.73M
TypeSH
Market value$295.21M
3.04%
Sole
316.60K
Shared
0.00
None
1.42M
THERMO FISH SCIENTIF
DFNDShares591.07K
TypeSH
Market value$294.12M
3.03%
Sole
67.57K
Shared
0.00
None
523.50K
COCA-COLA CO
SOLEShares3.93M
TypeSH
Market value$281.42M
2.90%
Sole
590.97K
Shared
0.00
None
3.34M
UNITEDHEALTH GROUP INC
DFNDShares443.84K
TypeSH
Market value$232.46M
2.39%
Sole
26.11K
Shared
0.00
None
417.73K
ABBOTT LABS
DFNDShares1.72M
TypeSH
Market value$227.54M
2.34%
Sole
134.95K
Shared
0.00
None
1.58M
S&P GLOBAL INC
SOLEShares415.19K
TypeSH
Market value$210.96M
2.17%
Sole
100.79K
Shared
0.00
None
314.40K
META PLATFORMS INC
DFNDShares349.69K
TypeSH
Market value$201.55M
2.08%
Sole
143.63K
Shared
0.00
None
206.06K
CITIGROUP INC
SOLEShares2.63M
TypeSH
Market value$186.73M
1.92%
Sole
19.47K
Shared
0.00
None
2.61M
PALO ALTO NETWORKS INC
DFNDShares1.04M
TypeSH
Market value$177.55M
1.83%
Sole
33.67K
Shared
0.00
None
1.01M
JPMORGAN CHASE
DFNDShares622.57K
TypeSH
Market value$152.71M
1.57%
Sole
103.73K
Shared
0.00
None
518.84K
VERTEX PHARMACEUTICALS INC
DFNDShares314.34K
TypeSH
Market value$152.40M
1.57%
Sole
86.78K
Shared
0.00
None
227.56K
MCDONALD'S CORP
SOLEShares415.25K
TypeSH
Market value$129.71M
1.34%
Sole
106.93K
Shared
0.00
None
308.32K
MASTERCARD INC
DFNDShares233.69K
TypeSH
Market value$128.09M
1.32%
Sole
178.47K
Shared
0.00
None
55.22K
NIKE INC
SOLEShares1.88M
TypeSH
Market value$119.36M
1.23%
Sole
0.00
Shared
0.00
None
1.88M
BROADCOM INC
SOLEShares651.96K
TypeSH
Market value$109.16M
1.12%
Sole
451.15K
Shared
0.00
None
200.81K
ABBVIE INC
DFNDShares484.80K
TypeSH
Market value$101.57M
1.05%
Sole
379.55K
Shared
0.00
None
105.25K
PARKER-HANNIFIN CORP
DFNDShares146.31K
TypeSH
Market value$88.94M
0.92%
Sole
2.39K
Shared
0.00
None
143.92K
HOME DEPOT INC
DFNDShares206.42K
TypeSH
Market value$75.65M
0.78%
Sole
158.94K
Shared
0.00
None
47.48K
ELI LILLY
DFNDShares89.44K
TypeSH
Market value$73.87M
0.76%
Sole
51.54K
Shared
0.00
None
37.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 1.73M | SH | $649.43M 6.69% | 615.56K | 0.00 | 1.11M |
APPLE INCDFND | COM | 2.68M | SH | $595.82M 6.14% | 906.46K | 0.00 | 1.78M |
AMAZON COM INCSOLE | COM | 2.63M | SH | $500.55M 5.16% | 852.38K | 0.00 | 1.78M |
ALPHABET INCDFND | CAP STK CL A | 2.72M | SH | $420.87M 4.33% | 1.04M | 0.00 | 1.68M |
VISA INCSOLE | COM CL A | 961.45K | SH | $336.95M 3.47% | 88.84K | 0.00 | 872.61K |
NVIDIA CORPSOLE | COM | 2.94M | SH | $318.53M 3.28% | 1.77M | 0.00 | 1.17M |
PROCTER AND GAMBLE COSOLE | COM | 1.73M | SH | $295.21M 3.04% | 316.60K | 0.00 | 1.42M |
THERMO FISH SCIENTIFDFND | COM | 591.07K | SH | $294.12M 3.03% | 67.57K | 0.00 | 523.50K |
COCA-COLA COSOLE | COM | 3.93M | SH | $281.42M 2.90% | 590.97K | 0.00 | 3.34M |
UNITEDHEALTH GROUP INCDFND | COM | 443.84K | SH | $232.46M 2.39% | 26.11K | 0.00 | 417.73K |
ABBOTT LABSDFND | COM | 1.72M | SH | $227.54M 2.34% | 134.95K | 0.00 | 1.58M |
S&P GLOBAL INCSOLE | COM | 415.19K | SH | $210.96M 2.17% | 100.79K | 0.00 | 314.40K |
META PLATFORMS INCDFND | CL A | 349.69K | SH | $201.55M 2.08% | 143.63K | 0.00 | 206.06K |
CITIGROUP INCSOLE | COM NEW | 2.63M | SH | $186.73M 1.92% | 19.47K | 0.00 | 2.61M |
PALO ALTO NETWORKS INCDFND | COM | 1.04M | SH | $177.55M 1.83% | 33.67K | 0.00 | 1.01M |
JPMORGAN CHASEDFND | COM | 622.57K | SH | $152.71M 1.57% | 103.73K | 0.00 | 518.84K |
VERTEX PHARMACEUTICALS INCDFND | COM | 314.34K | SH | $152.40M 1.57% | 86.78K | 0.00 | 227.56K |
MCDONALD'S CORPSOLE | COM | 415.25K | SH | $129.71M 1.34% | 106.93K | 0.00 | 308.32K |
MASTERCARD INCDFND | CL A | 233.69K | SH | $128.09M 1.32% | 178.47K | 0.00 | 55.22K |
NIKE INCSOLE | COM | 1.88M | SH | $119.36M 1.23% | 0.00 | 0.00 | 1.88M |
BROADCOM INCSOLE | COM | 651.96K | SH | $109.16M 1.12% | 451.15K | 0.00 | 200.81K |
ABBVIE INCDFND | COM | 484.80K | SH | $101.57M 1.05% | 379.55K | 0.00 | 105.25K |
PARKER-HANNIFIN CORPDFND | COM | 146.31K | SH | $88.94M 0.92% | 2.39K | 0.00 | 143.92K |
HOME DEPOT INCDFND | COM | 206.42K | SH | $75.65M 0.78% | 158.94K | 0.00 | 47.48K |
ELI LILLYDFND | COM | 89.44K | SH | $73.87M 0.76% | 51.54K | 0.00 | 37.90K |
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