Arkolith/Funds/Macquarie Group Ltd

Macquarie Group Ltd

CIK 1418333
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

Macquarie Group Ltd holds a diversified book of 813 stocks worth $16.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Avis Budget Group Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 7% of the equity book.

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Use Arkolith to show MACQUARIE GROUP LTD's latest
holdings, largest changes, and filing provenance.
Opened
49
new positions
Added to
160
existing
Trimmed
556
reduced
Sold out
65
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
33%
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

85% mapped to company sectors

Information Technology
28%
ETF / fund or unclassified
15%
Financials
11%
Industrials
9%
Health Care
7%
Utilities
7%
Real Estate
7%
Consumer Discretionary
6%

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.

813 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$1.2B1.83M
7.1%
−30%
Reduced · −792K sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$871.5M1.34M
5.2%
+577%
Added · +1.1M sh
3Nvidia Corporation
COM
$755.2M4.33M
4.5%
−37%
Reduced · −2.6M sh
4Apple Inc
COM
$651.1M2.57M
3.9%
−32%
Reduced · −1.2M sh
5Microsoft Corp
COM
$392.3M1.06M
2.3%
−41%
Reduced · −734K sh
6Broadcom Inc
COM
$385.0M1.24M
2.3%
−2.0%
Reduced · −26K sh
7Alphabet Inc
CAP STK CL A
$358.2M1.25M
2.1%
−34%
Reduced · −637K sh
8Alphabet Inc
CAP STK CL C
$321.5M1.12M
1.9%
−27%
Reduced · −415K sh
9Vanguard Index FDS
S&P 500 ETF SHS
$310.7M520.0K
1.9%
−78%
Reduced · −1.9M sh
10Micron Technology Inc
COM
$281.2M832.3K
1.7%
+4.6%
Added · +37K sh
11Amazon Com Inc
COM
$249.3M1.20M
1.5%
−50%
Reduced · −1.2M sh
12Exxon Mobil Corp
COM
$240.0M1.41M
1.4%
−5.5%
Reduced · −82K sh
13Cisco Sys Inc
COM
$217.0M2.80M
1.3%
+18%
Added · +422K sh
14Meta Platforms Inc
CL A
$200.4M350.2K
1.2%
−32%
Reduced · −167K sh
15Philip Morris Intl Inc
COM
$162.2M981.3K
1.0%
+19%
Added · +155K sh
16Ishares Bitcoin Trust ETF
SHS BEN INT
$159.0M4.14M
0.9%
−19%
Reduced · −988K sh
17Tesla Inc
COM
$152.9M411.4K
0.9%
−40%
Reduced · −271K sh
18Citigroup Inc
COM NEW
$145.6M1.28M
0.9%
−23%
Reduced · −377K sh
19Gilead Sciences Inc
COM
$140.8M1.01M
0.8%
−8.9%
Reduced · −99K sh
20AT&T Inc
COM
$136.1M4.70M
0.8%
−7.0%
Reduced · −351K sh
21Welltower Inc
COM
$133.9M677.1K
0.8%
−6.1%
Reduced · −44K sh
22Wells Fargo & Co
COM
$131.7M1.65M
0.8%
−6.8%
Reduced · −120K sh
23Lam Research Corp
COM NEW
$129.1M604.1K
0.8%
−29%
Reduced · −250K sh
24Honeywell Intl Inc
COM
$123.6M546.7K
0.7%
+21%
Added · +93K sh
25Bristol-Myers Squibb Co
COM
$118.8M1.96M
0.7%
−2.8%
Reduced · −57K sh
26McKesson Corp
COM
$116.5M134.6K
0.7%
−5.7%
Reduced · −8K sh
27NextEra Energy Inc
COM
$114.1M1.23M
0.7%
−12%
Reduced · −174K sh
28Verizon Communications Inc
COM
$111.9M2.23M
0.7%
+2.8%
Added · +61K sh
29Berkshire Hathaway Inc Del
CL B NEW
$110.0M229.6K
0.7%
+6.3%
Added · +14K sh
30TJX Cos Inc New
COM
$107.9M675.5K
0.6%
−4.4%
Reduced · −31K sh
31Merck & Co Inc
COM
$104.8M870.9K
0.6%
−51%
Reduced · −897K sh
32Prologis Inc.
COM
$104.2M788.3K
0.6%
−13%
Reduced · −114K sh
33Newmont Corp
COM
$100.8M930.9K
0.6%
+2.5%
Added · +23K sh
34JPMorgan Chase & Co
COM
$96.0M327.1K
0.6%
−30%
Reduced · −140K sh
35Eli Lilly & Co
COM
$95.3M103.6K
0.6%
−37%
Reduced · −60K sh
36CVS Health Corp
COM
$95.0M1.32M
0.6%
−2.4%
Reduced · −33K sh
37Popular Inc
COM NEW
$91.4M681.3K
0.5%
+1.6%
Added · +10K sh
38Cognizant Technology Solutio
CL A
$91.0M1.48M
0.5%
−3.5%
Reduced · −53K sh
39Equinix Inc
COM
$86.4M88.1K
0.5%
−9.0%
Reduced · −9K sh
40Comcast Corp New
CL A
$84.8M2.96M
0.5%
−6.7%
Reduced · −213K sh
41Union Pac Corp
COM
$84.8M349.3K
0.5%
−6.0%
Reduced · −22K sh
42Johnson & Johnson
COM
$81.3M332.4K
0.5%
−29%
Reduced · −139K sh
43Invesco Ltd
SHS
$81.0M3.34M
0.5%
+12%
Added · +356K sh
44Booking Holdings Inc
COM
$79.8M20.0K
0.5%
−7.2%
Reduced · −2K sh
45Palantir Technologies Inc
CL A
$79.0M539.9K
0.5%
−33%
Reduced · −270K sh
46Amphenol Corp
CL A
$78.0M616.9K
0.5%
−24%
Reduced · −199K sh
47Southern Co
COM
$71.5M740.7K
0.4%
−0.6%
Reduced · −4K sh
48Walmart Inc
COM
$70.8M569.8K
0.4%
+1.0%
Added · +6K sh
49Altria Group Inc
COM
$70.0M1.06M
0.4%
+8.7%
Added · +85K sh
50Duke Energy Corp New
COM NEW
$69.2M528.4K
0.4%
−1.7%
Reduced · −9K sh
Showing 50 of 813 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20261,301$16.8B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20261,331$22.9B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20253,191$85.7B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20253,191$81.5B13F-HR
Q1 2025Mar 31, 2025Aug 14, 20253,241$80.6B13F-HR/A
Q4 2024Dec 31, 2024Feb 14, 20253,160$82.4B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20242,723$92.6B13F-HR
Q2 2024Jun 30, 2024Aug 9, 20243,133$87.2B13F-HR
Q1 2024Mar 31, 2024May 14, 20243,131$88.2B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20242,732$86.6B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20232,724$79.6B13F-HR
Q2 2023Jun 30, 2023Oct 27, 20232,712$87.5B13F-HR/A
Q1 2023Mar 31, 2023Jun 1, 20233,423$84.2B13F-HR/A
Q4 2022Dec 31, 2022Feb 21, 20233,410$84.7B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20224,668$81.5B13F-HR
Q2 2022Jun 30, 2022Aug 17, 20225,111$89.1B13F-HR/A
Q1 2022Mar 31, 2022May 16, 20225,425$131.5B13F-HR
Q4 2021Dec 31, 2021Feb 11, 20225,410$120.0B13F-HR
Q3 2021Sep 30, 2021Nov 12, 20215,388$117.3B13F-HR
Amended / restated
  • Q1 2025 · filed May 15, 202513F-HR · superseded
  • Q2 2023 · filed Oct 12, 202313F-HR/A · superseded
  • Q2 2023 · filed Aug 14, 202313F-HR · superseded
  • Q1 2023 · filed May 15, 202313F-HR · superseded
  • Q2 2022 · filed Aug 15, 202213F-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.