Filed: 8/14/2023ACC: 0000764068-23-000010
📋 What this filing means
LEGAL & GENERAL GROUP PLC filed this quarterly 13F‑HR report disclosing 3405 equity positions with a total reported market value of $307.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3405
Positions
$307.40B
Total AUM (reported)
3.38B
Total Shares
Allocation by class
COM$249.61B81.2%
CL A$16.19B5.3%
COM NEW$8.18B2.7%
SHS$5.04B1.6%
CAP STK CL A$5.01B1.6%
CAP STK CL C$4.39B1.4%
COM CL A$3.67B1.2%
Portfolio Concentration
Top 3$47.33B15.4%
4–10$32.06B10.4%
11–25$34.34B11.2%
Rest$193.67B63.0%
Top 3 weight
15.4%
Top 10 weight
25.8%
Voting Authority Distribution
Total shares with voting rights: 3.38B
Sole
Full voting authority
2.72B
shares
% of voting shares80.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
658.75M
shares
% of voting shares19.5%
Investment Discretion (by position count)
Sole0
Shared0
Other3405
Dominant voting typeSole · 80.5% of voting shares
Institutional Holdings3405
Rows:
APPLE INC
DFNDShares115.62M
TypeSH
Market value$22.43B
7.30%
Sole
88.57M
Shared
0.00
None
27.05M
MICROSOFT CORP
DFNDShares51.41M
TypeSH
Market value$17.51B
5.70%
Sole
43.34M
Shared
0.00
None
8.07M
AMAZON COM INC
DFNDShares56.71M
TypeSH
Market value$7.39B
2.40%
Sole
46.67M
Shared
0.00
None
10.04M
NVIDIA CORPORATION
DFNDShares16.87M
TypeSH
Market value$7.13B
2.32%
Sole
14.27M
Shared
0.00
None
2.60M
ALPHABET INC
DFNDShares41.88M
TypeSH
Market value$5.01B
1.63%
Sole
35.15M
Shared
0.00
None
6.73M
TESLA INC
DFNDShares17.99M
TypeSH
Market value$4.71B
1.53%
Sole
15.18M
Shared
0.00
None
2.81M
ALPHABET INC
DFNDShares36.28M
TypeSH
Market value$4.39B
1.43%
Sole
30.51M
Shared
0.00
None
5.77M
META PLATFORMS INC
DFNDShares14.65M
TypeSH
Market value$4.21B
1.37%
Sole
12.20M
Shared
0.00
None
2.45M
UNITEDHEALTH GROUP INC
DFNDShares6.95M
TypeSH
Market value$3.34B
1.09%
Sole
5.91M
Shared
0.00
None
1.03M
JOHNSON & JOHNSON
DFNDShares19.78M
TypeSH
Market value$3.27B
1.07%
Sole
17.34M
Shared
0.00
None
2.44M
JPMORGAN CHASE & CO
DFNDShares19.93M
TypeSH
Market value$2.90B
0.94%
Sole
16.69M
Shared
0.00
None
3.24M
LILLY ELI & CO
DFNDShares6.11M
TypeSH
Market value$2.86B
0.93%
Sole
5.14M
Shared
0.00
None
967.92K
VISA INC
DFNDShares11.32M
TypeSH
Market value$2.69B
0.87%
Sole
9.42M
Shared
0.00
None
1.90M
PROCTER AND GAMBLE CO
DFNDShares16.91M
TypeSH
Market value$2.57B
0.83%
Sole
13.88M
Shared
0.00
None
3.03M
BERKSHIRE HATHAWAY INC DEL
DFNDShares7.30M
TypeSH
Market value$2.49B
0.81%
Sole
5.83M
Shared
0.00
None
1.46M
EXXON MOBIL CORP
DFNDShares22.95M
TypeSH
Market value$2.46B
0.80%
Sole
16.95M
Shared
0.00
None
6M
BROADCOM INC
DFNDShares2.81M
TypeSH
Market value$2.44B
0.79%
Sole
2.40M
Shared
0.00
None
407.95K
MERCK & CO INC
DFNDShares20.69M
TypeSH
Market value$2.39B
0.78%
Sole
17.50M
Shared
0.00
None
3.18M
MASTERCARD INCORPORATED
DFNDShares6.04M
TypeSH
Market value$2.37B
0.77%
Sole
5.02M
Shared
0.00
None
1.02M
HOME DEPOT INC
DFNDShares6.85M
TypeSH
Market value$2.13B
0.69%
Sole
5.66M
Shared
0.00
None
1.18M
PEPSICO INC
DFNDShares10.40M
TypeSH
Market value$1.93B
0.63%
Sole
8.48M
Shared
0.00
None
1.92M
COCA COLA CO
DFNDShares30.51M
TypeSH
Market value$1.84B
0.60%
Sole
25.27M
Shared
0.00
None
5.24M
CHEVRON CORP NEW
DFNDShares11.39M
TypeSH
Market value$1.79B
0.58%
Sole
8.30M
Shared
0.00
None
3.09M
CISCO SYS INC
DFNDShares34.57M
TypeSH
Market value$1.79B
0.58%
Sole
29.58M
Shared
0.00
None
4.99M
ABBVIE INC
DFNDShares12.63M
TypeSH
Market value$1.70B
0.55%
Sole
10.65M
Shared
0.00
None
1.98M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 115.62M | SH | $22.43B 7.30% | 88.57M | 0.00 | 27.05M |
MICROSOFT CORPDFND | COM | 51.41M | SH | $17.51B 5.70% | 43.34M | 0.00 | 8.07M |
AMAZON COM INCDFND | COM | 56.71M | SH | $7.39B 2.40% | 46.67M | 0.00 | 10.04M |
NVIDIA CORPORATIONDFND | COM | 16.87M | SH | $7.13B 2.32% | 14.27M | 0.00 | 2.60M |
ALPHABET INCDFND | CAP STK CL A | 41.88M | SH | $5.01B 1.63% | 35.15M | 0.00 | 6.73M |
TESLA INCDFND | COM | 17.99M | SH | $4.71B 1.53% | 15.18M | 0.00 | 2.81M |
ALPHABET INCDFND | CAP STK CL C | 36.28M | SH | $4.39B 1.43% | 30.51M | 0.00 | 5.77M |
META PLATFORMS INCDFND | CL A | 14.65M | SH | $4.21B 1.37% | 12.20M | 0.00 | 2.45M |
UNITEDHEALTH GROUP INCDFND | COM | 6.95M | SH | $3.34B 1.09% | 5.91M | 0.00 | 1.03M |
JOHNSON & JOHNSONDFND | COM | 19.78M | SH | $3.27B 1.07% | 17.34M | 0.00 | 2.44M |
JPMORGAN CHASE & CODFND | COM | 19.93M | SH | $2.90B 0.94% | 16.69M | 0.00 | 3.24M |
LILLY ELI & CODFND | COM | 6.11M | SH | $2.86B 0.93% | 5.14M | 0.00 | 967.92K |
VISA INCDFND | COM CL A | 11.32M | SH | $2.69B 0.87% | 9.42M | 0.00 | 1.90M |
PROCTER AND GAMBLE CODFND | COM | 16.91M | SH | $2.57B 0.83% | 13.88M | 0.00 | 3.03M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 7.30M | SH | $2.49B 0.81% | 5.83M | 0.00 | 1.46M |
EXXON MOBIL CORPDFND | COM | 22.95M | SH | $2.46B 0.80% | 16.95M | 0.00 | 6M |
BROADCOM INCDFND | COM | 2.81M | SH | $2.44B 0.79% | 2.40M | 0.00 | 407.95K |
MERCK & CO INCDFND | COM | 20.69M | SH | $2.39B 0.78% | 17.50M | 0.00 | 3.18M |
MASTERCARD INCORPORATEDDFND | CL A | 6.04M | SH | $2.37B 0.77% | 5.02M | 0.00 | 1.02M |
HOME DEPOT INCDFND | COM | 6.85M | SH | $2.13B 0.69% | 5.66M | 0.00 | 1.18M |
PEPSICO INCDFND | COM | 10.40M | SH | $1.93B 0.63% | 8.48M | 0.00 | 1.92M |
COCA COLA CODFND | COM | 30.51M | SH | $1.84B 0.60% | 25.27M | 0.00 | 5.24M |
CHEVRON CORP NEWDFND | COM | 11.39M | SH | $1.79B 0.58% | 8.30M | 0.00 | 3.09M |
CISCO SYS INCDFND | COM | 34.57M | SH | $1.79B 0.58% | 29.58M | 0.00 | 4.99M |
ABBVIE INCDFND | COM | 12.63M | SH | $1.70B 0.55% | 10.65M | 0.00 | 1.98M |
Page 1 of 137
…