Arkolith/Funds/Aviva PLC

Aviva PLC

CIK 1140022Insurance
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Aviva PLC holds a diversified book of 844 stocks worth $59.6B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Alphabet Inc-CL C. Their largest long position is Nvidia Corp at 7% of the equity book.

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Use Arkolith to show AVIVA PLC's latest
holdings, largest changes, and filing provenance.
Opened
52
new positions
Added to
586
existing
Trimmed
183
reduced
Sold out
76
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
34%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
39%
Financials
13%
Health Care
12%
Consumer Discretionary
10%
Industrials
9%
Materials
5%
Utilities
3%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

844 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$4.0B23.06M
6.7%
+2.1%
Added · +473K sh
2Apple Inc
COM
$3.4B13.20M
5.6%
+1.8%
Added · +231K sh
3Microsoft Corp
COM
$2.6B7.13M
4.4%
+3.0%
Added · +206K sh
4AstraZeneca PLC
ORD
$2.1B11.09M
3.6%
New
New position
5Amazon Com Inc
COM
$1.7B8.35M
2.9%
+2.8%
Added · +228K sh
6Alphabet Inc
CAP STK CL
$1.7B5.85M
2.8%
+2.4%
Added · +139K sh
7Broadcom Inc
COM
$1.5B4.69M
2.4%
+0.9%
Added · +41K sh
8Alphabet Inc
CAP STK CL
$1.4B4.72M
2.3%
−2.0%
Reduced · −99K sh
9Meta Platforms Inc
CL A
$1.1B1.98M
1.9%
+2.9%
Added · +57K sh
10Tesla Inc
COM
$922.0M2.48M
1.5%
+2.8%
Added · +67K sh
11JPMorgan Chase & Co
COM
$911.7M3.10M
1.5%
+2.6%
Added · +79K sh
12Eli Lilly & Co
COM
$655.4M712.6K
1.1%
+2.6%
Added · +18K sh
13Visa Inc
COM CL A
$646.0M2.14M
1.1%
+4.8%
Added · +99K sh
14Exxon Mobil Corp
COM
$630.2M3.71M
1.1%
+3.0%
Added · +107K sh
15Berkshire Hathaway Inc Del
CL B NEW
$546.4M1.14M
0.9%
+1.4%
Added · +16K sh
16Walmart Inc
COM
$544.1M4.38M
0.9%
−0.4%
Reduced · −18K sh
17Johnson & Johnson
COM
$521.2M2.13M
0.9%
+2.8%
Added · +58K sh
18Costco Wholesale Corporati
COM
$438.7M440.3K
0.7%
+5.3%
Added · +22K sh
19Home Depot Inc
COM
$396.5M1.21M
0.7%
+2.5%
Added · +29K sh
20Chevron Corporation
COM
$392.8M1.90M
0.7%
+0.3%
Added · +5K sh
21Merck & Co Inc
COM
$389.3M3.24M
0.7%
+12%
Added · +349K sh
22Coca Cola Co
COM
$386.1M5.08M
0.6%
+24%
Added · +992K sh
23Netflix Inc.
COM
$370.5M3.85M
0.6%
−4.2%
Reduced · −170K sh
24Mastercard Incorporated
CL A
$367.6M735.8K
0.6%
+2.8%
Added · +20K sh
25Bank America Corp
COM
$345.9M7.10M
0.6%
+5.5%
Added · +371K sh
26Micron Technology Inc
COM
$340.0M1.01M
0.6%
+7.4%
Added · +69K sh
27Abbvie Inc
COM
$333.0M1.53M
0.6%
+3.0%
Added · +45K sh
28Procter & Gamble Co
COM
$331.8M2.30M
0.6%
−15%
Reduced · −409K sh
29Totalenergies SE
ACT
$325.4M3.49M
0.5%
+2.5%
Added · +84K sh
30Linde PLC
SHS
$302.6M610.3K
0.5%
−2.8%
Reduced · −17K sh
31Caterpillar Inc
COM
$295.6M417.3K
0.5%
+3.0%
Added · +12K sh
32Palantir Technologies Inc
CL A
$285.3M1.95M
0.5%
+2.9%
Added · +56K sh
33Advanced Micro Devices Inc
COM
$284.1M1.40M
0.5%
+2.9%
Added · +40K sh
34Cisco Sys Inc
COM
$270.8M3.49M
0.5%
+4.7%
Added · +157K sh
35Ge Aerospace
COM NEW
$264.6M932.3K
0.4%
+2.9%
Added · +27K sh
36Pepsico Inc
COM
$254.5M1.64M
0.4%
+2.1%
Added · +33K sh
37Applied Matls Inc
COM
$244.1M714.3K
0.4%
+2.7%
Added · +19K sh
38Lam Research Corp
COM NEW
$238.5M1.12M
0.4%
+2.9%
Added · +32K sh
39CRH PLC
ORD
$237.5M2.26M
0.4%
−23%
Reduced · −680K sh
40Danaher Corp Del
COM
$235.9M1.24M
0.4%
−3.4%
Reduced · −43K sh
41Abbott Laboratories
COM
$235.9M2.30M
0.4%
+0.7%
Added · +15K sh
42Goldman Sachs Group Inc
COM
$229.7M271.5K
0.4%
+2.7%
Added · +7K sh
43RTX Corporation
COM
$222.7M1.15M
0.4%
+3.0%
Added · +33K sh
44TJX Cos Inc New
COM
$222.5M1.39M
0.4%
+0.2%
Added · +3K sh
45Wells Fargo & Co
COM
$217.7M2.73M
0.4%
+2.6%
Added · +70K sh
46Oracle Corp
COM
$216.1M1.47M
0.4%
+2.9%
Added · +42K sh
47NextEra Energy Inc
COM
$215.9M2.32M
0.4%
+0.9%
Added · +22K sh
48Wabtec
COM
$212.9M851.9K
0.4%
−12%
Reduced · −120K sh
49Unitedhealth Group Inc
COM
$211.5M781.5K
0.4%
+2.9%
Added · +22K sh
50Ge Vernova Inc
COM
$210.8M241.5K
0.4%
+2.9%
Added · +7K sh
Showing 50 of 844 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026844$59.6B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026870$59.3B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025871$55.0B13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025884$48.4B13F-HR
Q1 2025Mar 31, 2025May 15, 2025846$41.4B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025857$38.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024883$38.6B13F-HR
Q2 2024Jun 30, 2024Aug 2, 2024917$36.1B13F-HR
Q1 2024Mar 31, 2024May 14, 2024960$30.4B13F-HR
Q4 2023Dec 31, 2023Feb 9, 2024951$27.9B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023983$23.8B13F-HR
Q2 2023Jun 30, 2023Aug 10, 2023984$24.6B13F-HR
Q1 2023Mar 31, 2023May 12, 20231,019$22.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20231,017$20.3B13F-HR/A
Q3 2022Sep 30, 2022Nov 14, 20221,014$17.4B13F-HR
Q2 2022Jun 30, 2022Aug 4, 20221,092$18.8B13F-HR
Q1 2022Mar 31, 2022May 13, 20221,102$20.0B13F-HR
Q4 2021Dec 31, 2021Feb 10, 20221,134$23.9B13F-HR
Q3 2021Sep 30, 2021Nov 12, 20211,208$22.4B13F-HR
Q2 2021Jun 30, 2021Aug 10, 20211,085$22.8B13F-HR
Q1 2021Mar 31, 2021May 13, 20211,178$20.5B13F-HR
Q4 2020Dec 31, 2020Feb 10, 20211,148$19.2B13F-HR
Amended / restated
  • Q4 2022 · filed Feb 10, 202313F-HR/A · superseded
  • Q4 2022 · filed Feb 9, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.