Filed: 8/11/2026ACC: 0000947871-26-000780
📋 What this filing means
B. METZLER SEEL. SOHN & CO. AG filed this quarterly 13F‑HR report disclosing 710 equity positions with a total reported market value of $11.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
710
Positions
$11.57B
Total AUM (reported)
70.63M
Total Shares
Allocation by class
COM$8.66B74.9%
CAP STK CL A$651.40M5.6%
CL A$631.99M5.5%
COM NEW$613.37M5.3%
COM CL A$336.69M2.9%
SPONSORED ADS$267.21M2.3%
CAP STK CL C$102.24M0.9%
Portfolio Concentration
Top 3$2.10B18.1%
4–10$2.39B20.6%
11–25$2.47B21.4%
Rest$4.62B39.9%
Top 3 weight
18.1%
Top 10 weight
38.7%
Voting Authority Distribution
Total shares with voting rights: 70.63M
Sole
Full voting authority
28.86M
shares
% of voting shares40.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
41.77M
shares
% of voting shares59.1%
Investment Discretion (by position count)
Sole20
Shared0
Other690
Dominant voting typeNone · 59.1% of voting shares
Institutional Holdings710
Rows:
NVIDIA CORPORATION
SOLEShares3.66M
TypeSH
Market value$733.31M
6.34%
Sole
1.75M
Shared
0.00
None
1.92M
APPLE INC
DFNDShares2.46M
TypeSH
Market value$711.70M
6.15%
Sole
962.89K
Shared
0.00
None
1.50M
ALPHABET INC
DFNDShares1.82M
TypeSH
Market value$651.40M
5.63%
Sole
790.22K
Shared
0.00
None
1.03M
AMAZON COM INC
SOLEShares2.27M
TypeSH
Market value$540.76M
4.67%
Sole
815.36K
Shared
0.00
None
1.45M
MICROSOFT CORP
DFNDShares1.30M
TypeSH
Market value$485.07M
4.19%
Sole
371.74K
Shared
0.00
None
928.66K
BROADCOM INC
SOLEShares871.87K
TypeSH
Market value$329.35M
2.85%
Sole
399.08K
Shared
0.00
None
472.78K
COCA COLA CO
DFNDShares3.36M
TypeSH
Market value$272.68M
2.36%
Sole
573.13K
Shared
0.00
None
2.78M
PALO ALTO NETWORKS INC
DFNDShares780.25K
TypeSH
Market value$266.08M
2.30%
Sole
48.70K
Shared
0.00
None
731.55K
JPMORGAN CHASE & CO
DFNDShares754.63K
TypeSH
Market value$247.01M
2.13%
Sole
77.82K
Shared
0.00
None
676.82K
META PLATFORMS INC
DFNDShares434.80K
TypeSH
Market value$244.92M
2.12%
Sole
75.50K
Shared
0.00
None
359.30K
VISA INC
DFNDShares702.65K
TypeSH
Market value$241.07M
2.08%
Sole
88.77K
Shared
0.00
None
613.88K
THERMO FISHER SCIENTIFIC INC
DFNDShares454.40K
TypeSH
Market value$227.82M
1.97%
Sole
63.69K
Shared
0.00
None
390.71K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares464.51K
TypeSH
Market value$221.84M
1.92%
Sole
336.60K
Shared
0.00
None
127.91K
ABBVIE INC
DFNDShares867.62K
TypeSH
Market value$218.33M
1.89%
Sole
303.11K
Shared
0.00
None
564.51K
GE AEROSPACE
DFNDShares569.61K
TypeSH
Market value$212.88M
1.84%
Sole
30.90K
Shared
0.00
None
538.71K
CITIGROUP INC
DFNDShares1.26M
TypeSH
Market value$176.20M
1.52%
Sole
77.62K
Shared
0.00
None
1.18M
MCDONALDS CORP
DFNDShares631.41K
TypeSH
Market value$170.68M
1.47%
Sole
87.16K
Shared
0.00
None
544.25K
ADVANCED MICRO DEVICES INC
DFNDShares283.93K
TypeSH
Market value$164.93M
1.42%
Sole
209.17K
Shared
0.00
None
74.75K
ELI LILLY & CO
DFNDShares128.22K
TypeSH
Market value$153.79M
1.33%
Sole
88.71K
Shared
0.00
None
39.51K
S&P GLOBAL INC
DFNDShares326K
TypeSH
Market value$132.76M
1.15%
Sole
52.86K
Shared
0.00
None
273.14K
ABBOTT LABORATORIES
DFNDShares1.31M
TypeSH
Market value$119.04M
1.03%
Sole
60.62K
Shared
0.00
None
1.25M
VERTEX PHARMACEUTICALS INC
DFNDShares231.38K
TypeSH
Market value$114.93M
0.99%
Sole
6.37K
Shared
0.00
None
225.01K
MICRON TECHNOLOGY INC
DFNDShares99.40K
TypeSH
Market value$114.73M
0.99%
Sole
67.09K
Shared
0.00
None
32.31K
TESLA INC
DFNDShares246.01K
TypeSH
Market value$103.47M
0.89%
Sole
162.03K
Shared
0.00
None
83.98K
ALPHABET INC
SOLEShares289.38K
TypeSH
Market value$102.24M
0.88%
Sole
138.74K
Shared
0.00
None
150.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.66M | SH | $733.31M 6.34% | 1.75M | 0.00 | 1.92M |
APPLE INCDFND | COM | 2.46M | SH | $711.70M 6.15% | 962.89K | 0.00 | 1.50M |
ALPHABET INCDFND | CAP STK CL A | 1.82M | SH | $651.40M 5.63% | 790.22K | 0.00 | 1.03M |
AMAZON COM INCSOLE | COM | 2.27M | SH | $540.76M 4.67% | 815.36K | 0.00 | 1.45M |
MICROSOFT CORPDFND | COM | 1.30M | SH | $485.07M 4.19% | 371.74K | 0.00 | 928.66K |
BROADCOM INCSOLE | COM | 871.87K | SH | $329.35M 2.85% | 399.08K | 0.00 | 472.78K |
COCA COLA CODFND | COM | 3.36M | SH | $272.68M 2.36% | 573.13K | 0.00 | 2.78M |
PALO ALTO NETWORKS INCDFND | COM | 780.25K | SH | $266.08M 2.30% | 48.70K | 0.00 | 731.55K |
JPMORGAN CHASE & CODFND | COM | 754.63K | SH | $247.01M 2.13% | 77.82K | 0.00 | 676.82K |
META PLATFORMS INCDFND | CL A | 434.80K | SH | $244.92M 2.12% | 75.50K | 0.00 | 359.30K |
VISA INCDFND | COM CL A | 702.65K | SH | $241.07M 2.08% | 88.77K | 0.00 | 613.88K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 454.40K | SH | $227.82M 1.97% | 63.69K | 0.00 | 390.71K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 464.51K | SH | $221.84M 1.92% | 336.60K | 0.00 | 127.91K |
ABBVIE INCDFND | COM | 867.62K | SH | $218.33M 1.89% | 303.11K | 0.00 | 564.51K |
GE AEROSPACEDFND | COM NEW | 569.61K | SH | $212.88M 1.84% | 30.90K | 0.00 | 538.71K |
CITIGROUP INCDFND | COM NEW | 1.26M | SH | $176.20M 1.52% | 77.62K | 0.00 | 1.18M |
MCDONALDS CORPDFND | COM | 631.41K | SH | $170.68M 1.47% | 87.16K | 0.00 | 544.25K |
ADVANCED MICRO DEVICES INCDFND | COM | 283.93K | SH | $164.93M 1.42% | 209.17K | 0.00 | 74.75K |
ELI LILLY & CODFND | COM | 128.22K | SH | $153.79M 1.33% | 88.71K | 0.00 | 39.51K |
S&P GLOBAL INCDFND | COM | 326K | SH | $132.76M 1.15% | 52.86K | 0.00 | 273.14K |
ABBOTT LABORATORIESDFND | COM | 1.31M | SH | $119.04M 1.03% | 60.62K | 0.00 | 1.25M |
VERTEX PHARMACEUTICALS INCDFND | COM | 231.38K | SH | $114.93M 0.99% | 6.37K | 0.00 | 225.01K |
MICRON TECHNOLOGY INCDFND | COM | 99.40K | SH | $114.73M 0.99% | 67.09K | 0.00 | 32.31K |
TESLA INCDFND | COM | 246.01K | SH | $103.47M 0.89% | 162.03K | 0.00 | 83.98K |
ALPHABET INCSOLE | CAP STK CL C | 289.38K | SH | $102.24M 0.88% | 138.74K | 0.00 | 150.63K |
Page 1 of 29
…