Filed: 11/13/2025ACC: 0000863748-25-000004
📋 What this filing means
ROYAL LONDON ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 688 equity positions with a total reported market value of $46.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
688
Positions
$46.52B
Total AUM (reported)
300.15M
Total Shares
Allocation by class
COM$35.60B76.5%
CL A$2.55B5.5%
CAP STK CL A$1.83B3.9%
COM CL A$1.22B2.6%
SHS$962.42M2.1%
COM NEW$930.06M2.0%
SPONSORED ADS$808.83M1.7%
Portfolio Concentration
Top 3$8.90B19.1%
4–10$8.40B18.0%
11–25$5.76B12.4%
Rest$23.46B50.4%
Top 3 weight
19.1%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 300.15M
Sole
Full voting authority
290.59M
shares
% of voting shares96.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.56M
shares
% of voting shares3.2%
Investment Discretion (by position count)
Sole688
Shared0
Other0
Dominant voting typeSole · 96.8% of voting shares
Institutional Holdings688
Rows:
MICROSOFT CORP
SOLEShares6.14M
TypeSH
Market value$3.18B
6.84%
Sole
5.82M
Shared
0.00
None
317.29K
NVIDIA CORPORATION
SOLEShares17.01M
TypeSH
Market value$3.17B
6.82%
Sole
16.20M
Shared
0.00
None
816.66K
APPLE INC
SOLEShares10M
TypeSH
Market value$2.55B
5.47%
Sole
9.68M
Shared
0.00
None
318.05K
AMAZON COM INC
SOLEShares8.93M
TypeSH
Market value$1.96B
4.21%
Sole
8.19M
Shared
0.00
None
743.34K
ALPHABET INC
SOLEShares7.51M
TypeSH
Market value$1.83B
3.92%
Sole
7.03M
Shared
0.00
None
479.52K
BROADCOM INC
SOLEShares4.26M
TypeSH
Market value$1.40B
3.02%
Sole
4.06M
Shared
0.00
None
201.41K
META PLATFORMS INC
SOLEShares1.33M
TypeSH
Market value$974.78M
2.10%
Sole
1.33M
Shared
0.00
None
1.78K
VISA INC
SOLEShares2.46M
TypeSH
Market value$839.83M
1.81%
Sole
2.19M
Shared
0.00
None
265.45K
JPMORGAN CHASE & CO.
SOLEShares2.27M
TypeSH
Market value$716.27M
1.54%
Sole
2.27M
Shared
0.00
None
5.72K
TESLA INC
SOLEShares1.52M
TypeSH
Market value$674.30M
1.45%
Sole
1.51M
Shared
0.00
None
1.53K
ELI LILLY & CO
SOLEShares745.35K
TypeSH
Market value$568.70M
1.22%
Sole
675.11K
Shared
0.00
None
70.24K
MERCADOLIBRE INC
SOLEShares230.49K
TypeSH
Market value$538.65M
1.16%
Sole
211.82K
Shared
0.00
None
18.67K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.90M
TypeSH
Market value$530.26M
1.14%
Sole
1.56M
Shared
0.00
None
335.44K
ALPHABET INC
SOLEShares2M
TypeSH
Market value$486.64M
1.05%
Sole
2M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares935.43K
TypeSH
Market value$470.28M
1.01%
Sole
933.31K
Shared
0.00
None
2.12K
HCA HEALTHCARE INC
SOLEShares1.10M
TypeSH
Market value$467.52M
1.00%
Sole
923.70K
Shared
0.00
None
173.25K
NETFLIX INC
SOLEShares286.88K
TypeSH
Market value$343.95M
0.74%
Sole
286.34K
Shared
0.00
None
539.00
LINDE PLC
SOLEShares675.74K
TypeSH
Market value$320.98M
0.69%
Sole
675.74K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares787.36K
TypeSH
Market value$319.03M
0.69%
Sole
785.54K
Shared
0.00
None
1.82K
ORACLE CORP
SOLEShares1.08M
TypeSH
Market value$303.32M
0.65%
Sole
1.08M
Shared
0.00
None
2.14K
ABBVIE INC
SOLEShares1.31M
TypeSH
Market value$302.22M
0.65%
Sole
1.30M
Shared
0.00
None
3.09K
THERMO FISHER SCIENTIFIC INC
SOLEShares581.28K
TypeSH
Market value$281.93M
0.61%
Sole
580.29K
Shared
0.00
None
985.00
STEEL DYNAMICS INC
SOLEShares2M
TypeSH
Market value$279.01M
0.60%
Sole
1.27M
Shared
0.00
None
736.02K
PROGRESSIVE CORP
SOLEShares1.12M
TypeSH
Market value$277.49M
0.60%
Sole
896.71K
Shared
0.00
None
226.98K
CORE & MAIN INC
SOLEShares5.06M
TypeSH
Market value$272.19M
0.59%
Sole
5.06M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 6.14M | SH | $3.18B 6.84% | 5.82M | 0.00 | 317.29K |
NVIDIA CORPORATIONSOLE | COM | 17.01M | SH | $3.17B 6.82% | 16.20M | 0.00 | 816.66K |
APPLE INCSOLE | COM | 10M | SH | $2.55B 5.47% | 9.68M | 0.00 | 318.05K |
AMAZON COM INCSOLE | COM | 8.93M | SH | $1.96B 4.21% | 8.19M | 0.00 | 743.34K |
ALPHABET INCSOLE | CAP STK CL A | 7.51M | SH | $1.83B 3.92% | 7.03M | 0.00 | 479.52K |
BROADCOM INCSOLE | COM | 4.26M | SH | $1.40B 3.02% | 4.06M | 0.00 | 201.41K |
META PLATFORMS INCSOLE | CL A | 1.33M | SH | $974.78M 2.10% | 1.33M | 0.00 | 1.78K |
VISA INCSOLE | COM CL A | 2.46M | SH | $839.83M 1.81% | 2.19M | 0.00 | 265.45K |
JPMORGAN CHASE & CO.SOLE | COM | 2.27M | SH | $716.27M 1.54% | 2.27M | 0.00 | 5.72K |
TESLA INCSOLE | COM | 1.52M | SH | $674.30M 1.45% | 1.51M | 0.00 | 1.53K |
ELI LILLY & COSOLE | COM | 745.35K | SH | $568.70M 1.22% | 675.11K | 0.00 | 70.24K |
MERCADOLIBRE INCSOLE | COM | 230.49K | SH | $538.65M 1.16% | 211.82K | 0.00 | 18.67K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.90M | SH | $530.26M 1.14% | 1.56M | 0.00 | 335.44K |
ALPHABET INCSOLE | CAP STK CL C | 2M | SH | $486.64M 1.05% | 2M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 935.43K | SH | $470.28M 1.01% | 933.31K | 0.00 | 2.12K |
HCA HEALTHCARE INCSOLE | COM | 1.10M | SH | $467.52M 1.00% | 923.70K | 0.00 | 173.25K |
NETFLIX INCSOLE | COM | 286.88K | SH | $343.95M 0.74% | 286.34K | 0.00 | 539.00 |
LINDE PLCSOLE | SHS | 675.74K | SH | $320.98M 0.69% | 675.74K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 787.36K | SH | $319.03M 0.69% | 785.54K | 0.00 | 1.82K |
ORACLE CORPSOLE | COM | 1.08M | SH | $303.32M 0.65% | 1.08M | 0.00 | 2.14K |
ABBVIE INCSOLE | COM | 1.31M | SH | $302.22M 0.65% | 1.30M | 0.00 | 3.09K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 581.28K | SH | $281.93M 0.61% | 580.29K | 0.00 | 985.00 |
STEEL DYNAMICS INCSOLE | COM | 2M | SH | $279.01M 0.60% | 1.27M | 0.00 | 736.02K |
PROGRESSIVE CORPSOLE | COM | 1.12M | SH | $277.49M 0.60% | 896.71K | 0.00 | 226.98K |
CORE & MAIN INCSOLE | CL A | 5.06M | SH | $272.19M 0.59% | 5.06M | 0.00 | 0.00 |
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