Glencore plc holds a concentrated book of 2 stocks worth $4.9B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). The SEC 13F shows only Glencore plc's US-listed positions. Its main portfolio is mostly London-listed and does not appear in this book. Their largest long position is Bunge Global Sa at 72% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1521365/holdings"
Use Arkolith to show Glencore plc's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
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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.
Other tracked managers holding the same core names as Glencore plc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | 2 / 2 | $3.3B |
| BlackRock, Inc. | 2 / 2 | $2.4B |
| VANGUARD CAPITAL MANAGEMENT LLC | 2 / 2 | $1.4B |
| STATE STREET CORP | 2 / 2 | $1.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2 / 2 | $1.2B |
| FMR LLC | 2 / 2 | $571.5M |
| GEODE CAPITAL MANAGEMENT, LLC | 2 / 2 | $539.2M |
| DIMENSIONAL FUND ADVISORS LP | 2 / 2 | $389.1M |
Ranked by how many of Glencore plc's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bunge Global SA COM SHS | $3.5B | 32.81M | 71.9% | —Held | |
| 2 | Century Aluminum Co. COM | $1.4B | 29.69M | 28.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 3 | $4.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 3 | $5.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 3 | $4.3B | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 3 | $4.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 2 | $842.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 2 | $838.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 3 | $835.6M | 13F-HR |
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.