Funds › Royal London Asset Management Ltd
Royal London Asset Management Ltd
13F for Q3 2026, filed Nov 12, 2026. 653 positions worth $54.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$54.5B
+$263.9M (0.5%) vs Q2 2026
Positions
653
678 in Q2 2026
Top 10 share
37.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 17.99M | $4.1B | 7.5% | Unchanged | 13F ↗ |
| 2 | AAPL Apple Inc. | 10.36M | $3.4B | 6.3% | +0.2% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 5.61M | $2.9B | 5.3% | -3.2% | 13F ↗ |
| 4 | GOOGL Alphabet Inc. Class A | 6.82M | $2.3B | 4.3% | -3.6% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 8.84M | $2.2B | 4.0% | -0.7% | 13F ↗ |
| 6 | AZN AstraZeneca PLC | 9.51M | $1.5B | 2.8% | -6.4% | 13F ↗ |
| 7 | AVGO Broadcom Inc. | 3.52M | $1.2B | 2.3% | -6.5% | 13F ↗ |
| 8 | META Meta Platforms, Inc. | 1.43M | $1.0B | 1.9% | +8.1% | 13F ↗ |
| 9 | MU Micron Technology, Inc. | 894,047 | $952.3M | 1.7% | -0.2% | 13F ↗ |
| 10 | V Visa Inc. | 2.57M | $922.6M | 1.7% | +0.7% | 13F ↗ |
| 11 | GOOG Alphabet Inc. Class C | 2.18M | $742.7M | 1.4% | +8.6% | 13F ↗ |
| 12 | LLY Eli Lilly and Company | 640,636 | $741.3M | 1.4% | -0.8% | 13F ↗ |
| 13 | JPM JPMorgan Chase & Co. | 2.14M | $707.6M | 1.3% | -2.3% | 13F ↗ |
| 14 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1.39M | $634.2M | 1.2% | -8.6% | 13F ↗ |
| 15 | AMD Advanced Micro Devices, Inc. | 1.02M | $624.2M | 1.1% | Unchanged | 13F ↗ |
| 16 | TSLA Tesla, Inc. | 1.62M | $575.8M | 1.1% | +2.9% | 13F ↗ |
| 17 | INTC Intel Corporation | 4.21M | $505.9M | 0.9% | +1.0% | 13F ↗ |
| 18 | CSCO Cisco Systems, Inc. | 4.56M | $490.9M | 0.9% | +38.3% | 13F ↗ |
| 19 | BRK-B Berkshire Hathaway Inc. Class B | 925,339 | $460.8M | 0.8% | -1.9% | 13F ↗ |
| 20 | MRK Merck & Company, Inc. | 2.93M | $425.6M | 0.8% | -2.0% | 13F ↗ |
| 21 | ABBV AbbVie Inc. | 1.36M | $356.6M | 0.7% | +1.5% | 13F ↗ |
| 22 | RPRX Royalty Pharma plc | 5.97M | $348.6M | 0.6% | +38.3% | 13F ↗ |
| 23 | XOM ExxonMobil Holdings Corporation | 2.09M | $340.1M | 0.6% | New | 13F ↗ |
| 24 | MELI MercadoLibre, Inc. | 191,935 | $331.8M | 0.6% | -8.2% | 13F ↗ |
| 25 | JNJ Johnson & Johnson | 1.20M | $317.6M | 0.6% | +0.8% | 13F ↗ |
| 26 | TXN Texas Instruments Incorporated | 1.13M | $316.4M | 0.6% | +3.7% | 13F ↗ |
| 27 | LIN Linde plc | 606,482 | $287.9M | 0.5% | +3.2% | 13F ↗ |
| 28 | HCA HCA Healthcare, Inc. | 648,167 | $276.6M | 0.5% | +7.2% | 13F ↗ |
| 29 | TMO Thermo Fisher Scientific Inc | 396,119 | $267.4M | 0.5% | -8.6% | 13F ↗ |
| 30 | TTE TotalEnergies SE · Act | 3.12M | $266.8M | 0.5% | -3.5% | 13F ↗ |
| 31 | UNH UnitedHealth Group Incorporated | 726,351 | $266.6M | 0.5% | -2.5% | 13F ↗ |
| 32 | FIX Comfort Systems USA, Inc. | 154,699 | $255.9M | 0.5% | +9.7% | 13F ↗ |
| 33 | PG Procter & Gamble Company | 1.76M | $255.7M | 0.5% | +2.7% | 13F ↗ |
| 34 | PM Philip Morris International Inc | 1.25M | $237.9M | 0.4% | +2.8% | 13F ↗ |
| 35 | ADI Analog Devices, Inc. | 596,295 | $236.6M | 0.4% | +14.4% | 13F ↗ |
| 36 | CNM Core & Main, Inc. | 5.62M | $233.0M | 0.4% | +2.3% | 13F ↗ |
| 37 | STLD Steel Dynamics, Inc. | 1.05M | $232.6M | 0.4% | -3.1% | 13F ↗ |
| 38 | HD Home Depot, Inc. | 813,568 | $231.5M | 0.4% | +0.4% | 13F ↗ |
| 39 | WMT Walmart Inc. | 2.17M | $225.7M | 0.4% | +2.3% | 13F ↗ |
| 40 | MA Mastercard Incorporated | 398,007 | $219.5M | 0.4% | +3.0% | 13F ↗ |
| 41 | WAB Westinghouse Air Brake Technologies Corporation | 762,632 | $219.0M | 0.4% | -20.6% | 13F ↗ |
| 42 | CB Chubb Limited | 668,687 | $217.5M | 0.4% | -5.3% | 13F ↗ |
| 43 | QCOM QUALCOMM Incorporated | 1.15M | $211.1M | 0.4% | +6.8% | 13F ↗ |
| 44 | RACE Ferrari N.V. | 524,916 | $206.2M | 0.4% | +9.9% | 13F ↗ |
| 45 | GS Goldman Sachs Group, Inc. | 227,422 | $204.8M | 0.4% | -8.9% | 13F ↗ |
| 46 | COST Costco Wholesale Corporation | 224,510 | $204.4M | 0.4% | -3.6% | 13F ↗ |
| 47 | LRCX Lam Research Corporation | 617,631 | $202.9M | 0.4% | -6.7% | 13F ↗ |
| 48 | AMAT Applied Materials, Inc. | 394,605 | $201.8M | 0.4% | -14.2% | 13F ↗ |
| 49 | NFLX Netflix, Inc. | 2.81M | $195.7M | 0.4% | +0.1% | 13F ↗ |
| 50 | CAT Caterpillar, Inc. | 239,396 | $194.1M | 0.4% | -1.6% | 13F ↗ |
Showing the top 50 of 653 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
15 new, 280 added to, 269 trimmed, 40 exited, 89 unchanged. By estimated dollars.
New positions (15)
| XOM ExxonMobil Holdings Corporation | 2.09M | New | $340.1M |
| MDLN Medline Inc. | 2.03M | New | $70.4M |
| OKE ONEOK, Inc. | 383,191 | New | $32.7M |
| MKSI MKS Inc. | 34,339 | New | $9.1M |
| CRS Carpenter Technology Corporation | 22,260 | New | $8.7M |
| MBGL Mobility Global Inc. | 237,688 | New | $4.1M |
| CASY Caseys General Stores, Inc. | 5,459 | New | $3.3M |
| TEVA Teva Pharmaceutical Industries Limited | 43,172 | New | $1.7M |
| ATI ATI Inc. | 7,861 | New | $1.5M |
| NVT nVent Electric plc | 2,230 | New | $357.6K |
Added to (280)
| CSCO Cisco Systems, Inc. | 4.56M | +38.3% | $136.0M |
| RPRX Royalty Pharma plc | 5.97M | +38.3% | $96.5M |
| DDOG Datadog, Inc. | 466,981 | +186% | $83.2M |
| STX Seagate Technology Holdings PLC | 186,675 | +86.6% | $79.9M |
| META Meta Platforms, Inc. | 1.43M | +8.1% | $77.6M |
| AEM Agnico Eagle Mines Limited | 672,905 | +157% | $75.3M |
| MCK McKesson Corporation | 198,076 | +76.5% | $73.3M |
| RKT Rocket Companies, Inc. | 5.70M | +22415% | $65.4M |
| BE Bloom Energy Corporation | 263,602 | +475% | $60.3M |
| GOOG Alphabet Inc. Class C | 2.18M | +8.6% | $58.8M |
Trimmed (269)
| AZN AstraZeneca PLC | 9.51M | -6.4% | -$104.5M |
| AGCO AGCO Corporation | 93,668 | -90.5% | -$102.2M |
| MSFT Microsoft Corporation | 5.61M | -3.2% | -$96.6M |
| WPM Wheaton Precious Metals Corp | 354,705 | -65.9% | -$91.7M |
| GOOGL Alphabet Inc. Class A | 6.82M | -3.6% | -$88.6M |
| AVGO Broadcom Inc. | 3.52M | -6.5% | -$85.6M |
| DHR Danaher Corporation | 626,478 | -37.8% | -$84.4M |
| CACI CACI International, Inc. | 81,685 | -62.3% | -$82.3M |
| FERG Ferguson Enterprises Inc. | 617,128 | -32.9% | -$67.2M |
| HALO Halozyme Therapeutics, Inc. | 1.25M | -30.9% | -$61.9M |
Exited (40)
| Exxon Mobil Corp | 2.21M | Exited | -$301.6M |
| Topbuild Corp | 254,264 | Exited | -$90.1M |
| Oneok Inc | 343,107 | Exited | -$29.8M |
| LEA Lear Corporation | 188,941 | Exited | -$25.3M |
| Electronic Arts Inc | 118,250 | Exited | -$24.2M |
| AIT Applied Industrial Technologies, Inc. | 68,844 | Exited | -$23.3M |
| Avalonbay Communities Inc Reit | 84,967 | Exited | -$16.0M |
| KNSL Kinsale Capital Group, Inc. | 43,680 | Exited | -$14.4M |
| GDDY GoDaddy Inc. | 103,037 | Exited | -$8.7M |
| APTV Aptiv PLC | 133,715 | Exited | -$8.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 653 | $54.5B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 678 | $54.3B | Current | SEC ↗ |
| Q1 2026 | May 1, 2026 | 13F-HR | 688 | $47.7B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 702 | $47.5B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 688 | $46.5B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 715 | $43.8B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 744 | $42.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer