Royal London Asset Management
Royal London Asset Management reported 678 stocks worth $54.3B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (6.6%), AAPL (5.5%) and GOOGL (4.7%). Compared with Q1 2026, the fund added to NVDA, AAPL and GOOGL, trimmed AZN, AVGO and MU and sold out of CTRA, WSC and IBP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $3.6B | 6.6% | 18M | +52K (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $3B | 5.5% | 10.3M | +356K (+4%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $2.5B | 4.7% | 7.1M | +68K (+1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $2.2B | 4.0% | 5.8M | +117K (+2%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $2.1B | 3.9% | 8.9M | +68K (+1%) | 8 of 8 | |
| 6 |  AZN Astrazeneca PLC Ord | $1.9B | 3.5% | 10.2M | −139K (−1%) | 2 of 8 | |
| 7 |  AVGO Broadcom Inc | $1.4B | 2.6% | 3.8M | −300K (−7%) | 8 of 8 | |
| 8 |  MU Micron Technology Inc | $1B | 1.9% | 896K | −79K (−8%) | 8 of 8 | |
| 9 |  V Visa Inc | $875M | 1.6% | 2.6M | +311K (+14%) | 8 of 8 | |
| 10 |  LLY Eli Lilly & Co | $775M | 1.4% | 646K | −11K (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CTRA Coterra Energy Inc | $67.6M | 1.9M |
HONEYWELL INTL INC | $64.5M | 286K |
 WSC Willscot Hldgs Corp | $42.8M | 2.5M |
 IBP Installed Bldg Prods Inc | $38M | 143K |
 BJ Bjs Whsl Club Hldgs Inc | $24.4M | 246K |
🔒 Free account: see all 28.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Royal London Asset Management 13F FAQ
What does Royal London Asset Management own?
Royal London Asset Management reported 678 stocks worth $54.3B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (6.6%), AAPL (5.5%) and GOOGL (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Royal London Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 178 added to, 413 trimmed and 28 sold out. It sold all of CTRA, WSC and IBP.
When will Royal London Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Royal London Asset Management's portfolio worth?
The Q2 2026 filing reports $54.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.