Filed: 5/1/2026ACC: 0000863748-26-000005
📋 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 $47.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
688
Positions
$47.68B
Total AUM (reported)
330.62M
Total Shares
Allocation by class
COM$33.99B71.3%
CL A$2.22B4.7%
ORD$2.16B4.5%
CAP STK CL A$2.02B4.2%
COM NEW$1.15B2.4%
COM CL A$1.12B2.4%
SHS$1.01B2.1%
Portfolio Concentration
Top 3$7.77B16.3%
4–10$9.24B19.4%
11–25$5.90B12.4%
Rest$24.77B52.0%
Top 3 weight
16.3%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 330.62M
Sole
Full voting authority
315.73M
shares
% of voting shares95.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
14.90M
shares
% of voting shares4.5%
Investment Discretion (by position count)
Sole688
Shared0
Other0
Dominant voting typeSole · 95.5% of voting shares
Institutional Holdings688
Rows:
NVIDIA CORPORATION
SOLEShares17.93M
TypeSH
Market value$3.13B
6.56%
Sole
17.18M
Shared
0.00
None
756.13K
APPLE INC
SOLEShares9.98M
TypeSH
Market value$2.53B
5.31%
Sole
9.69M
Shared
0.00
None
287.46K
MICROSOFT CORP
SOLEShares5.69M
TypeSH
Market value$2.10B
4.41%
Sole
5.44M
Shared
0.00
None
244.61K
ASTRAZENECA PLC
SOLEShares10.30M
TypeSH
Market value$2.03B
4.26%
Sole
10.30M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares7.01M
TypeSH
Market value$2.02B
4.23%
Sole
6.57M
Shared
0.00
None
441.88K
AMAZON COM INC
SOLEShares8.84M
TypeSH
Market value$1.84B
3.86%
Sole
8.44M
Shared
0.00
None
394.64K
BROADCOM INC
SOLEShares4.06M
TypeSH
Market value$1.26B
2.64%
Sole
3.91M
Shared
0.00
None
154.48K
META PLATFORMS INC
SOLEShares1.34M
TypeSH
Market value$765.50M
1.61%
Sole
1.34M
Shared
0.00
None
1.75K
VISA INC
SOLEShares2.24M
TypeSH
Market value$676.76M
1.42%
Sole
1.99M
Shared
0.00
None
253.06K
JPMORGAN CHASE & CO
SOLEShares2.22M
TypeSH
Market value$653.00M
1.37%
Sole
2.21M
Shared
0.00
None
5.33K
ELI LILLY & CO
SOLEShares656.59K
TypeSH
Market value$603.91M
1.27%
Sole
606.49K
Shared
0.00
None
50.09K
ALPHABET INC
SOLEShares2.04M
TypeSH
Market value$583.84M
1.22%
Sole
2.04M
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.56M
TypeSH
Market value$581.11M
1.22%
Sole
1.56M
Shared
0.00
None
1.51K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.59M
TypeSH
Market value$538.23M
1.13%
Sole
1.32M
Shared
0.00
None
269.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares954.61K
TypeSH
Market value$457.45M
0.96%
Sole
952.54K
Shared
0.00
None
2.06K
MERCADOLIBRE INC
SOLEShares220.65K
TypeSH
Market value$381.52M
0.80%
Sole
220.51K
Shared
0.00
None
146.00
EXXON MOBIL CORP
SOLEShares2.24M
TypeSH
Market value$379.70M
0.80%
Sole
2.24M
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares2.90M
TypeSH
Market value$348.38M
0.73%
Sole
2.54M
Shared
0.00
None
355.42K
MICRON TECHNOLOGY INC
SOLEShares975.32K
TypeSH
Market value$329.50M
0.69%
Sole
972.89K
Shared
0.00
None
2.42K
JOHNSON & JOHNSON
SOLEShares1.20M
TypeSH
Market value$293.99M
0.62%
Sole
1.20M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares1.35M
TypeSH
Market value$293.98M
0.62%
Sole
1.35M
Shared
0.00
None
2.97K
CORE & MAIN INC
SOLEShares5.75M
TypeSH
Market value$284.18M
0.60%
Sole
5.75M
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares2.89M
TypeSH
Market value$278.18M
0.58%
Sole
2.89M
Shared
0.00
None
5.25K
LINDE PLC
SOLEShares559.37K
TypeSH
Market value$277.31M
0.58%
Sole
559.37K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares577.12K
TypeSH
Market value$273.12M
0.57%
Sole
576.65K
Shared
0.00
None
470.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 17.93M | SH | $3.13B 6.56% | 17.18M | 0.00 | 756.13K |
APPLE INCSOLE | COM | 9.98M | SH | $2.53B 5.31% | 9.69M | 0.00 | 287.46K |
MICROSOFT CORPSOLE | COM | 5.69M | SH | $2.10B 4.41% | 5.44M | 0.00 | 244.61K |
ASTRAZENECA PLCSOLE | ORD | 10.30M | SH | $2.03B 4.26% | 10.30M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 7.01M | SH | $2.02B 4.23% | 6.57M | 0.00 | 441.88K |
AMAZON COM INCSOLE | COM | 8.84M | SH | $1.84B 3.86% | 8.44M | 0.00 | 394.64K |
BROADCOM INCSOLE | COM | 4.06M | SH | $1.26B 2.64% | 3.91M | 0.00 | 154.48K |
META PLATFORMS INCSOLE | CL A | 1.34M | SH | $765.50M 1.61% | 1.34M | 0.00 | 1.75K |
VISA INCSOLE | COM CL A | 2.24M | SH | $676.76M 1.42% | 1.99M | 0.00 | 253.06K |
JPMORGAN CHASE & COSOLE | COM | 2.22M | SH | $653.00M 1.37% | 2.21M | 0.00 | 5.33K |
ELI LILLY & COSOLE | COM | 656.59K | SH | $603.91M 1.27% | 606.49K | 0.00 | 50.09K |
ALPHABET INCSOLE | CAP STK CL C | 2.04M | SH | $583.84M 1.22% | 2.04M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.56M | SH | $581.11M 1.22% | 1.56M | 0.00 | 1.51K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.59M | SH | $538.23M 1.13% | 1.32M | 0.00 | 269.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 954.61K | SH | $457.45M 0.96% | 952.54K | 0.00 | 2.06K |
MERCADOLIBRE INCSOLE | COM | 220.65K | SH | $381.52M 0.80% | 220.51K | 0.00 | 146.00 |
EXXON MOBIL CORPSOLE | COM | 2.24M | SH | $379.70M 0.80% | 2.24M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 2.90M | SH | $348.38M 0.73% | 2.54M | 0.00 | 355.42K |
MICRON TECHNOLOGY INCSOLE | COM | 975.32K | SH | $329.50M 0.69% | 972.89K | 0.00 | 2.42K |
JOHNSON & JOHNSONSOLE | COM | 1.20M | SH | $293.99M 0.62% | 1.20M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 1.35M | SH | $293.98M 0.62% | 1.35M | 0.00 | 2.97K |
CORE & MAIN INCSOLE | CL A | 5.75M | SH | $284.18M 0.60% | 5.75M | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 2.89M | SH | $278.18M 0.58% | 2.89M | 0.00 | 5.25K |
LINDE PLCSOLE | SHS | 559.37K | SH | $277.31M 0.58% | 559.37K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 577.12K | SH | $273.12M 0.57% | 576.65K | 0.00 | 470.00 |
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