Filed: 11/14/2023ACC: 0000764068-23-000012
📋 What this filing means
LEGAL & GENERAL GROUP PLC filed this quarterly 13F‑HR report disclosing 3411 equity positions with a total reported market value of $286.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3411
Positions
$286.64B
Total AUM (reported)
3.31B
Total Shares
Allocation by class
COM$230.96B80.6%
CL A$15.75B5.5%
COM NEW$7.49B2.6%
CAP STK CL A$5.24B1.8%
SHS$4.65B1.6%
CAP STK CL C$4.52B1.6%
COM CL A$3.55B1.2%
Portfolio Concentration
Top 3$41.69B14.5%
4–10$31.65B11.0%
11–25$32.66B11.4%
Rest$180.63B63.0%
Top 3 weight
14.5%
Top 10 weight
25.6%
Voting Authority Distribution
Total shares with voting rights: 3.31B
Sole
Full voting authority
2.68B
shares
% of voting shares81.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
625.84M
shares
% of voting shares18.9%
Investment Discretion (by position count)
Sole0
Shared0
Other3411
Dominant voting typeSole · 81.1% of voting shares
Institutional Holdings3411
Rows:
APPLE INC
DFNDShares111.89M
TypeSH
Market value$19.16B
6.68%
Sole
85.37M
Shared
0.00
None
26.52M
MICROSOFT CORP
DFNDShares49.12M
TypeSH
Market value$15.51B
5.41%
Sole
41.86M
Shared
0.00
None
7.26M
NVIDIA CORPORATION
DFNDShares16.15M
TypeSH
Market value$7.03B
2.45%
Sole
13.83M
Shared
0.00
None
2.32M
AMAZON COM INC
DFNDShares53.91M
TypeSH
Market value$6.85B
2.39%
Sole
44.82M
Shared
0.00
None
9.09M
ALPHABET INC
DFNDShares40.02M
TypeSH
Market value$5.24B
1.83%
Sole
33.96M
Shared
0.00
None
6.06M
ALPHABET INC
DFNDShares34.31M
TypeSH
Market value$4.52B
1.58%
Sole
29.19M
Shared
0.00
None
5.12M
TESLA INC
DFNDShares17.14M
TypeSH
Market value$4.29B
1.50%
Sole
14.61M
Shared
0.00
None
2.53M
META PLATFORMS INC
DFNDShares14.01M
TypeSH
Market value$4.20B
1.47%
Sole
11.81M
Shared
0.00
None
2.20M
UNITEDHEALTH GROUP INC
DFNDShares6.67M
TypeSH
Market value$3.36B
1.17%
Sole
5.74M
Shared
0.00
None
937.19K
ELI LILLY & CO
DFNDShares5.92M
TypeSH
Market value$3.18B
1.11%
Sole
5.04M
Shared
0.00
None
885.90K
JOHNSON & JOHNSON
DFNDShares18.08M
TypeSH
Market value$2.82B
0.98%
Sole
15.90M
Shared
0.00
None
2.18M
JPMORGAN CHASE & CO
DFNDShares18.75M
TypeSH
Market value$2.72B
0.95%
Sole
15.76M
Shared
0.00
None
2.98M
VISA INC
DFNDShares10.81M
TypeSH
Market value$2.49B
0.87%
Sole
9.09M
Shared
0.00
None
1.71M
EXXON MOBIL CORP
DFNDShares21.11M
TypeSH
Market value$2.48B
0.87%
Sole
15.54M
Shared
0.00
None
5.57M
BERKSHIRE HATHAWAY INC DEL
DFNDShares6.79M
TypeSH
Market value$2.38B
0.83%
Sole
5.39M
Shared
0.00
None
1.40M
PROCTER AND GAMBLE CO
DFNDShares16.19M
TypeSH
Market value$2.36B
0.82%
Sole
13.28M
Shared
0.00
None
2.91M
MASTERCARD INCORPORATED
DFNDShares5.82M
TypeSH
Market value$2.30B
0.80%
Sole
4.90M
Shared
0.00
None
919.23K
BROADCOM INC
DFNDShares2.71M
TypeSH
Market value$2.25B
0.79%
Sole
2.36M
Shared
0.00
None
358.40K
MERCK & CO INC
DFNDShares20.14M
TypeSH
Market value$2.07B
0.72%
Sole
17.09M
Shared
0.00
None
3.05M
HOME DEPOT INC
DFNDShares6.51M
TypeSH
Market value$1.97B
0.69%
Sole
5.44M
Shared
0.00
None
1.07M
CHEVRON CORP NEW
DFNDShares11.03M
TypeSH
Market value$1.86B
0.65%
Sole
7.96M
Shared
0.00
None
3.06M
CISCO SYS INC
DFNDShares33.66M
TypeSH
Market value$1.81B
0.63%
Sole
28.84M
Shared
0.00
None
4.83M
ABBVIE INC
DFNDShares12.09M
TypeSH
Market value$1.80B
0.63%
Sole
10.30M
Shared
0.00
None
1.79M
PEPSICO INC
DFNDShares10.04M
TypeSH
Market value$1.70B
0.59%
Sole
8.20M
Shared
0.00
None
1.83M
COCA COLA CO
DFNDShares29.47M
TypeSH
Market value$1.65B
0.58%
Sole
24.53M
Shared
0.00
None
4.94M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 111.89M | SH | $19.16B 6.68% | 85.37M | 0.00 | 26.52M |
MICROSOFT CORPDFND | COM | 49.12M | SH | $15.51B 5.41% | 41.86M | 0.00 | 7.26M |
NVIDIA CORPORATIONDFND | COM | 16.15M | SH | $7.03B 2.45% | 13.83M | 0.00 | 2.32M |
AMAZON COM INCDFND | COM | 53.91M | SH | $6.85B 2.39% | 44.82M | 0.00 | 9.09M |
ALPHABET INCDFND | CAP STK CL A | 40.02M | SH | $5.24B 1.83% | 33.96M | 0.00 | 6.06M |
ALPHABET INCDFND | CAP STK CL C | 34.31M | SH | $4.52B 1.58% | 29.19M | 0.00 | 5.12M |
TESLA INCDFND | COM | 17.14M | SH | $4.29B 1.50% | 14.61M | 0.00 | 2.53M |
META PLATFORMS INCDFND | CL A | 14.01M | SH | $4.20B 1.47% | 11.81M | 0.00 | 2.20M |
UNITEDHEALTH GROUP INCDFND | COM | 6.67M | SH | $3.36B 1.17% | 5.74M | 0.00 | 937.19K |
ELI LILLY & CODFND | COM | 5.92M | SH | $3.18B 1.11% | 5.04M | 0.00 | 885.90K |
JOHNSON & JOHNSONDFND | COM | 18.08M | SH | $2.82B 0.98% | 15.90M | 0.00 | 2.18M |
JPMORGAN CHASE & CODFND | COM | 18.75M | SH | $2.72B 0.95% | 15.76M | 0.00 | 2.98M |
VISA INCDFND | COM CL A | 10.81M | SH | $2.49B 0.87% | 9.09M | 0.00 | 1.71M |
EXXON MOBIL CORPDFND | COM | 21.11M | SH | $2.48B 0.87% | 15.54M | 0.00 | 5.57M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6.79M | SH | $2.38B 0.83% | 5.39M | 0.00 | 1.40M |
PROCTER AND GAMBLE CODFND | COM | 16.19M | SH | $2.36B 0.82% | 13.28M | 0.00 | 2.91M |
MASTERCARD INCORPORATEDDFND | CL A | 5.82M | SH | $2.30B 0.80% | 4.90M | 0.00 | 919.23K |
BROADCOM INCDFND | COM | 2.71M | SH | $2.25B 0.79% | 2.36M | 0.00 | 358.40K |
MERCK & CO INCDFND | COM | 20.14M | SH | $2.07B 0.72% | 17.09M | 0.00 | 3.05M |
HOME DEPOT INCDFND | COM | 6.51M | SH | $1.97B 0.69% | 5.44M | 0.00 | 1.07M |
CHEVRON CORP NEWDFND | COM | 11.03M | SH | $1.86B 0.65% | 7.96M | 0.00 | 3.06M |
CISCO SYS INCDFND | COM | 33.66M | SH | $1.81B 0.63% | 28.84M | 0.00 | 4.83M |
ABBVIE INCDFND | COM | 12.09M | SH | $1.80B 0.63% | 10.30M | 0.00 | 1.79M |
PEPSICO INCDFND | COM | 10.04M | SH | $1.70B 0.59% | 8.20M | 0.00 | 1.83M |
COCA COLA CODFND | COM | 29.47M | SH | $1.65B 0.58% | 24.53M | 0.00 | 4.94M |
Page 1 of 137
…