SCHRODER INVESTMENT MANAGEMENT GROUP

SEC CIK
0001086619

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
1,167
−11 vs. Q1 2026
Total value
$141.1B
+$19.14B (+15.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

SCHRODER INVESTMENT MANAGEMENT GROUP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock46,042,711$9.21B6.53%−138,694−0.3%ReducedView
GOOGLALPHABET INC CAP STK CL AStock22,003,226$7.86B5.57%−694,122−3.1%ReducedView
AAPLAPPLE INC COMStock20,750,612$6B4.26%+820,920+4.1%AddedView
MSFTMICROSOFT CORP COMStock15,714,701$5.86B4.15%+274,227+1.8%AddedView
AVGOBROADCOM INC COMStock10,937,682$4.13B2.93%−30,042−0.3%ReducedView
AMZNAMAZON COM INC COMStock14,718,678$3.51B2.49%+455,343+3.2%AddedView
METAMETA PLATFORMS INC CL AStock5,194,415$2.93B2.07%+34,092+0.7%AddedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR5,755,556$2.75B1.95%−208,613−3.5%ReducedView
VVISA INC COM CL AStock7,633,949$2.62B1.86%+724,022+10.5%AddedView
JPMJPMORGAN CHASE & CO COMStock6,567,996$2.15B1.52%+27,550+0.4%AddedView
MSMORGAN STANLEY COM NEWStock10,226,529$2.14B1.52%−18,140−0.2%ReducedView
ANETARISTA NETWORKS INC COM SHSStock9,622,283$1.63B1.16%−134,870−1.4%ReducedView
LLYELI LILLY & CO COMStock1,277,161$1.53B1.09%+108,134+9.2%AddedView
AMDADVANCED MICRO DEVICES INC COMStock2,471,796$1.44B1.02%+180,453+7.9%AddedView
KLACKLA CORPCOM NEW4,210,450$1.27B0.90%+3,781,867+882.4%AddedView
KOCOCA COLA CO COMStock15,070,272$1.22B0.87%+1,339,177+9.8%AddedView
MELIMERCADOLIBRE INCCOM657,753$1.12B0.79%−39,333−5.6%ReducedView
MAMASTERCARD INCORPORATED CL AStock2,121,797$1.09B0.77%+93,578+4.6%AddedView
TPRTAPESTRY INCCOM7,415,814$1.09B0.77%+343,318+4.9%AddedView
UNHUNITEDHEALTH GROUP INC COMStock2,553,379$1.06B0.75%+1,925,845+306.9%AddedView
GOOGALPHABET INC CAP STK CL CStock2,807,655$992.03M0.70%+36,191+1.3%AddedView
NEENEXTERA ENERGY INC COMStock11,165,403$979.99M0.69%−945,581−7.8%ReducedView
MUMICRON TECHNOLOGY INC COMStock847,609$978.39M0.69%+72,179+9.3%AddedView
MNSTMONSTER BEVERAGE CORP NEWCOM9,905,932$952.16M0.67%−535,643−5.1%ReducedView
CDNSCADENCE DESIGN SYSTEM INC COMStock2,485,742$932.95M0.66%+287,290+13.1%AddedView
PHPARKER-HANNIFIN CORP COMStock932,407$912.01M0.65%−50,447−5.1%ReducedView
JNJJOHNSON & JOHNSON COMStock3,563,268$904.96M0.64%−281,030−7.3%ReducedView
VANGUARD S&P 500 ETF922908363ETF1,219,824$830.71M0.59%+2,398+0.2%Added–
TMOTHERMO FISHER SCIENTIFIC INC COMStock1,525,255$764.7M0.54%−203,185−11.8%ReducedView
GEVGE VERNOVA INC COMStock618,568$726.73M0.52%−79,139−11.3%ReducedView
BMYBRISTOL-MYERS SQUIBB CO COMStock12,226,954$716.01M0.51%−8,540−0.1%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF959,161$713.8M0.51%+54,797+6.1%Added–
TSLATESLA INC COMStock1,689,993$710.81M0.50%+44,992+2.7%AddedView
SESEA LTDSPONSORD ADS7,646,820$710.77M0.50%+1,376,433+22.0%AddedView
SYKSTRYKER CORPORATION COMStock2,119,907$667.43M0.47%+742,735+53.9%AddedView
ARMARM HOLDINGS PLC SPONSORED ADSADR1,873,306$664.22M0.47%−1,951,039−51.0%ReducedView
PANWPALO ALTO NETWORKS INC COMStock1,890,330$644.64M0.46%−489,287−20.6%ReducedView
EMREMERSON ELEC CO COMStock4,487,387$642.37M0.46%−1,274,753−22.1%ReducedView
HTHTH WORLD GROUP LTDSPONSORED ADS14,941,321$623.35M0.44%+5,840,094+64.2%AddedView
TJXTJX COS INC NEW COMStock4,040,135$612.08M0.43%+105,151+2.7%AddedView
LRCXLAM RESEARCH CORP COM NEWStock1,403,422$608.14M0.43%−178,945−11.3%ReducedView
AXPAMERICAN EXPRESS CO COMStock1,778,857$601.7M0.43%+213,292+13.6%AddedView
MDTMEDTRONIC PLC SHSStock7,689,456$601.55M0.43%−917,148−10.7%ReducedView
GEGE AEROSPACE COM NEWStock1,548,306$578.62M0.41%−193,929−11.1%ReducedView
ABBVABBVIE INC COMStock2,280,159$573.78M0.41%+63,874+2.9%AddedView
HDBHDFC BANK LTDSPONSORED ADS21,792,768$564.65M0.40%−720,467−3.2%ReducedView
ETNEATON CORP PLC SHSStock1,365,927$557.65M0.40%+173,455+14.5%AddedView
DEDEERE & CO COMStock891,273$557.05M0.39%+518,165+138.9%AddedView
PGPROCTER & GAMBLE CO COMStock3,727,754$546.64M0.39%−83,390−2.2%ReducedView
VRTVERTIV HOLDINGS COCOM CL A1,621,215$542.82M0.38%−451,289−21.8%ReducedView
LITELUMENTUM HLDGS INCCOM603,512$517.85M0.37%−2,544−0.4%ReducedView
EWBCEAST WEST BANCORP INCCOM3,985,737$514.52M0.36%+120,860+3.1%AddedView
CBCHUBB LIMITED COMStock1,450,778$498.04M0.35%−216,651−13.0%ReducedView
CSCOCISCO SYS INC COMStock4,166,730$489.42M0.35%−709,239−14.5%ReducedView
TXNTEXAS INSTRS INC COMStock1,629,618$485.74M0.34%+99,840+6.5%AddedView
BKNGBOOKING HOLDINGS INC COMStock2,722,827$485.32M0.34%+2,605,555+2,221.8%AddedView
SPOTSPOTIFY TECHNOLOGY S A SHSStock1,056,097$484.89M0.34%−179,717−14.5%ReducedView
CATCATERPILLAR INC COMStock454,925$484.45M0.34%−40,001−8.1%ReducedView
ADIANALOG DEVICES INC COMStock1,200,567$476.83M0.34%+598,239+99.3%AddedView
WATWATERS CORPCOM1,264,226$474.14M0.34%+948,023+299.8%AddedView
UBERUBER TECHNOLOGIES INC COMStock6,477,273$467.4M0.33%+2,2220.0%AddedView
ITUBITAU UNIBANCO HLDG S ASPON ADR REP PFD56,746,418$466.46M0.33%−7,945,041−12.3%ReducedView
VANGUARD TOTAL WORLD STOCK ETF922042742ETF2,970,012$462.82M0.33%−13,461−0.5%Reduced–
IBNICICI BANK LIMITEDADR15,758,413$462.67M0.33%+7,391,781+88.3%AddedView
VTRVENTAS INC COMREIT5,116,993$454.39M0.32%+2,605,368+103.7%AddedView
HWMHOWMET AEROSPACE INC COMStock1,691,498$454.29M0.32%−566,011−25.1%ReducedView
XOMEXXON MOBIL CORPCOM3,288,861$449.65M0.32%−111,880−3.3%ReducedView
AMATAPPLIED MATLS INC COMStock644,987$448.03M0.32%−1,510−0.2%ReducedView
CARRCARRIER GLOBAL CORPORATION COMStock5,897,380$432.57M0.31%+907,084+18.2%AddedView
FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C4,530,676$431.05M0.31%+1,097,509+32.0%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock868,688$430.87M0.31%−16,840−1.9%ReducedView
HDHOME DEPOT INC COMStock1,227,604$430.66M0.31%+47,357+4.0%AddedView
CRMSALESFORCE INC COMStock2,695,789$422.32M0.30%−937,022−25.8%ReducedView
ITWILLINOIS TOOL WKS INC COMStock1,569,884$417.37M0.30%−59,936−3.7%ReducedView
MMYTMAKEMYTRIP LIMITED MAURITIUS SHSStock7,708,990$410.81M0.29%+1,410,581+22.4%AddedView
NFLXNETFLIX INC. COMStock5,708,507$407.59M0.29%−1,281,802−18.3%ReducedView
TTTRANE TECHNOLOGIES PLCSHS795,789$390.86M0.28%+11,524+1.5%AddedView
VEEVVEEVA SYS INC CL A COMStock2,165,208$384.26M0.27%+452,701+26.4%AddedView
TMETENCENT MUSIC ENTMT GROUPSPON ADS45,630,307$381.01M0.27%−31,199,421−40.6%ReducedView
COPCONOCOPHILLIPS COMStock3,559,834$370.08M0.26%−958,120−21.2%ReducedView
VZVERIZON COMMUNICATIONS INC COMStock8,656,452$366.51M0.26%+527,639+6.5%AddedView
SNOWSNOWFLAKE INC COM SHSStock1,423,664$362.32M0.26%+691,679+94.5%AddedView
FTNTFORTINET INCCOM2,339,506$359.39M0.25%+2,339,506NewView
Vale SA91912E109ADR23,696,580$356.4M0.25%+23,696,580New–
COSTCOSTCO WHOLESALE CORPORATION COMStock374,507$354.54M0.25%+23,658+6.7%AddedView
BZKANZHUN LIMITEDSPONSORED ADS27,517,818$354.15M0.25%+902,826+3.4%AddedView
BAPCREDICORP LTDCOM871,316$339.45M0.24%+10,591+1.2%AddedView
MCOMOODYS CORP COMStock744,030$336.99M0.24%−146,669−16.5%ReducedView
WELLWELLTOWER INC COMREIT1,458,637$331.07M0.23%−69,907−4.6%ReducedView
BACBANK OF AMER CORP COMStock5,757,597$328.07M0.23%+675,857+13.3%AddedView
AZOAUTOZONE INCCOM102,457$323.11M0.23%−2,861−2.7%ReducedView
ISHARES TR464288257MSCI ACWI ETF2,046,529$318.89M0.23%+1,389,639+211.5%Added–
INTCINTEL CORP COMStock2,260,348$315.61M0.22%+208,634+10.2%AddedView
MRKMERCK & CO INC COMStock2,455,664$315.55M0.22%+699,417+39.8%AddedView
CXCEMEX SA EURO MTN BE 144ASPON ADR NEW25,964,062$311.57M0.22%−687,343−2.6%ReducedView
ISHARES TR464287721U.S. TECH ETF1,261,481$310.59M0.22%+1,183,308+1,513.7%Added–
PFEPFIZER INC COMStock12,896,296$310.54M0.22%+300,462+2.4%AddedView
BKRBAKER HUGHES COMPANYCL A5,420,094$305.21M0.22%+654,042+13.7%AddedView
ORLYOREILLY AUTOMOTIVE INC COMStock3,269,362$301.08M0.21%+104,360+3.3%AddedView
BLKBLACKROCK INC COMStock313,096$297.49M0.21%+2,528+0.8%AddedView

Sold out since Q1 2026 (122)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 122 by value.

SCHRODER INVESTMENT MANAGEMENT GROUP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
COTERRA ENERGY INC COM127097103Stock10,210,977$358.81M0.29%
RAYTHEON TECHNOLOGIES COM00755E105COM1,847,362$345.73M0.28%
FORTINET INC COM00350E113Stock3,038,390$248.3M0.20%
NEXTRACKER INC00653E105CLASS A COM1,506,814$181.65M0.15%
VRSNVERISIGN INCStock642,862$160.5M0.13%
SALLY BEAUTY HLDGS INC00795E108COM8,315,909$115.18M0.09%
AMERISOURCEBERGEN CORP COM00307E108COM335,750$105.47M0.09%
EWEDWARDS LIFESCIENCES CORPStock821,118$65.28M0.05%
DDDUPONT DE NEMOURS INCCOM1,394,730$61.67M0.05%
QUANTA SVCS INC00748E106Stock103,543$56.85M0.05%
SOUTHSTATE BK CORP00845E106COM604,856$54.65M0.04%
PATKPATRICK INDS INCCOM458,701$48.48M0.04%
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF335,996$48.32M0.04%
WPMWHEATON PRECIOUS METALS CORPCOM327,480$40.45M0.03%
VALE S A00919E109SPONSORED ADS2,417,169$38.46M0.03%
EPAMEPAM SYS INCCOM265,261$36.12M0.03%
EFOREVERFORTH INCCOM887,692$33.95M0.03%
PTENPATTERSON-UTI ENERGY INCCOM2,674,369$29.55M0.02%
STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A391ETF1,440,804$29.38M0.02%
ESSENTIAL PPTYS RLTY TR INC00297E111COM892,138$27.17M0.02%
GLOBE LIFE INC00380E106US MID-CAP EQUITIES195,025$26.61M0.02%
HONHoneywell TechnologiesCOM118,368$26.45M0.02%
TRAVELERS COMPANIES COM00894E113COM89,326$26.05M0.02%
INVESCO QQQ TR00461E107UNIT SER 144,590$24.89M0.02%
SOLENO THERAPEUTICS INC834203309COM648,827$19.75M0.02%
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT101,138$19.02M0.02%
MTDRMATADOR RES COCOM276,662$17.94M0.01%
MASIMO CORP574795100COM96,179$17.05M0.01%
ASNDASCENDIS PHARMA A/SSPONSORED ADR67,902$14.83M0.01%
MORNMORNINGSTAR INCCOM84,286$13.88M0.01%
AMRCAMERESCO INCCOM551,156$13.65M0.01%
VRRMVERRA MOBILITY CORPCL A COM STK945,902$13.38M0.01%
ISHARES INC464286400MSCI BRAZIL ETF320,000$11.77M0.01%
HLIOHELIOS TECHNOLOGIES INCCOM176,130$11.05M0.01%
DIASTATE STR SPDR DOW JONES INDUT SER 124,400$11.03M0.01%
FBKFB FINL CORPCOM205,899$10.61M0.01%
BILIBILIBILI INCSPONS ADS REP Z486,141$10.54M0.01%
CHACHAGEE HLDGS LTDSPONSORED ADS1,105,958$10.3M0.01%
PTGXPROTAGONIST THERAPEUTICS INCCOM100,166$10M0.01%
NFGNATIONAL FUEL GAS CO COMStock101,178$9.51M0.01%
ARWRARROWHEAD PHARMACEUTICALS INCOM162,005$9.34M0.01%
KALVISTA PHARMACEUTICALS INC483497103COM506,743$9.3M0.01%
HWCHANCOCK WHITNEY CORPORATIONCOM142,650$8.9M0.01%
HYMCHYCROFT MINING HOLDING CORPCL A NEW274,510$8.36M0.01%
CSTLCASTLE BIOSCIENCES INCCOM298,941$7.04M0.01%
AFFIRM HLDGS INC00827BAD8NOTE 0.750%12/1–$6.46M0.01%
SIGSIGNET JEWELERS LIMITEDSHS75,865$6.15M0.01%
PHRPHREESIA INCCOM520,475$5.94M0.00%
TGTTARGET CORPCOM47,135$5.71M0.00%
NEUNEWMARKET CORPCOM9,068$5.7M0.00%
VNTVONTIER CORPORATION COMStock165,508$5.66M0.00%
MBUUMALIBU BOATS INCCOM CL A216,766$5.64M0.00%
VKTXVIKING THERAPEUTICS INCCOM183,846$5.5M0.00%
AKAMAKAMAI TECHNOLOGIES INCCOM46,057$5.29M0.00%
GPCRSTRUCTURE THERAPEUTICS INCSPONSORED ADS118,225$5.19M0.00%
DNLIDENALI THERAPEUTICS INCCOM285,820$5.17M0.00%
GDDYGODADDY INCCL A58,339$4.82M0.00%
MKSIMKS INC.NOTE 1.250% 6/0–$4.5M0.00%
EWTXEDGEWISE THERAPEUTICS INCCOM145,286$4.4M0.00%
PHVSPHARVARIS N VCOM158,019$4.31M0.00%
RIGLRIGEL PHARMACEUTICALS INCCOM151,311$3.89M0.00%
AXSMAXSOME THERAPEUTICS INC.COM23,830$3.82M0.00%
CCLCARNIVAL CORPUNIT 99/99/9999145,759$3.77M0.00%
ENSGENSIGN GROUP INCCOM17,770$3.56M0.00%
GRUPO CIBEST SA00401E110SPON ADS48,954$3.35M0.00%
BMRNBIOMARIN PHARMACEUTICAL INCCOM56,334$3.18M0.00%
GFFGRIFFON CORPCOM39,672$2.8M0.00%
PEGAPEGASYSTEMS INCCOM67,407$2.8M0.00%
INDVINDIVIOR PHARMACEUTICALS INCCOM96,045$2.76M0.00%
GRUPO AEROPORTUARIO DEL SURE00401E206SPON ADR SER B8,083$2.62M0.00%
AVTAVNET INCCOM43,430$2.54M0.00%
JANXJANUX THERAPEUTICS INCCOM195,160$2.54M0.00%
BNLBROADSTONE NET LEASE INCCOM130,885$2.39M0.00%
CGEMCULLINAN THERAPEUTICS INCCOM173,740$2.33M0.00%
LOPEGRAND CANYON ED INCCOM13,289$2.23M0.00%
IMAXIMAX CORPStock58,230$2.19M0.00%
SRRKSCHOLAR ROCK HLDG CORPCOM49,942$2.15M0.00%
SRPTSAREPTA THERAPEUTICS INCCOM103,005$2.11M0.00%
ALKSALKERMES PLCSHS67,458$2.03M0.00%
MNKDMANNKIND CORPCOM NEW827,853$1.96M0.00%
ALTALTIMMUNE INCCOM NEW667,837$1.92M0.00%
NUVALENT INC670703107COM19,844$1.92M0.00%
SANMSANMINA CORPCOM15,375$1.91M0.00%
ABVXABIVAX SASPONSORED ADS17,928$1.82M0.00%
APAMARTISAN PARTNERS ASSET MGMTCL A47,655$1.7M0.00%
NESRNATIONAL ENERGY SERVICES REUSHS80,137$1.67M0.00%
CMPSCOMPASS PATHWAYS PLCSPONSORED ADS300,000$1.57M0.00%
MBXMBX BIOSCIENCES INCCOM57,322$1.54M0.00%
OMFONEMAIN HLDGS INCCOM26,699$1.39M0.00%
WWWWOLVERINE WORLD WIDE INCCOM82,557$1.35M0.00%
UPWKUPWORK INCCOM122,948$1.3M0.00%
IMCRIMMUNOCORE HLDGS PLCADS42,920$1.26M0.00%
LCIILCI INDSCOM10,397$1.25M0.00%
REREATRENEW INCSPONSORED ADS205,851$965.44K0.00%
QUREUNIQURE NVSHS55,015$810.37K0.00%
HOLOGIC INC436440101COM9,689$732K0.00%
ZYMEZYMEWORKS INCCOM28,349$686.33K0.00%
FRANKLIN TEMPLETON ETF TR35473P686FTSE TAIWAN10,000$663.1K0.00%
ZBIOZENAS BIOPHARMA INCCOM33,697$614.13K0.00%
CPBTHE CAMPBELLS COMPANYCOM25,817$572.62K0.00%

13F filings by quarter

SCHRODER INVESTMENT MANAGEMENT GROUP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 20261,167$141.1Bvs. Q1 2026SEC
Q1 2026May 14, 20261,178$121.96Bvs. Q4 2025SEC
Q4 2025Feb 13, 20261,142$131.91Bvs. Q3 2025SEC
Q3 2025Nov 13, 20251,180$127.81Bvs. Q2 2025SEC
Q2 2025Aug 13, 20251,152$118.31Bvs. Q1 2025SEC
Q1 2025May 13, 20251,186$99.06Bvs. Q4 2024SEC
Q4 2024Feb 12, 20251,193$104.37Bvs. Q3 2024SEC
Q3 2024Nov 13, 20241,197$97.58Bvs. Q2 2024SEC
Q2 2024Aug 12, 20241,193$90.68Bvs. Q1 2024SEC
Q1 2024May 14, 20241,198$85.02Bvs. Q4 2023SEC
Q4 2023Feb 14, 20241,183$77.14Bvs. Q3 2023SEC
Q3 2023Nov 14, 20231,193$67.21Bvs. Q2 2023SEC
Q2 2023Aug 11, 20231,221$69.71Bvs. Q1 2023SEC
Q1 2023May 11, 20231,254$67.23Bvs. Q4 2022SEC
Q4 2022Feb 10, 20231,276$62.99Bvs. Q3 2022SEC
Q3 2022Nov 14, 20221,267$60.43Bvs. Q2 2022SEC
Q2 2022Aug 11, 20221,307$65.64Bvs. Q1 2022SEC
Q1 2022May 16, 20221,345$75.71Bvs. Q4 2021SEC
Q4 2021Feb 14, 20221,398$76.57Bvs. Q3 2021SEC
Q3 2021Nov 12, 20211,481$65.03Bvs. Q2 2021SEC
Q2 2021Aug 13, 20211,511$79.83Bvs. Q1 2021SEC
Q1 2021May 28, 2021Amended1,519$77.08B–SEC