Arkolith/Funds/Man Group plc

Man Group plc

CIK 1637460Quant / multi-strat
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Man Group plc holds a diversified book of 2032 stocks worth $54.6B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR S&P 500 ETF Trust-US and trimmed Microsoft Corp. Their largest long position is Nvidia Corp at 4% of the equity book. They also disclosed $3.9B in put options (a bearish bet) and $4.1B in call options (bullish), shown separately below and excluded from the equity book.

Opened
476
bought for the first time
Added to
806
already held, bought more
Trimmed
884
sold some, still holds it
Sold out
343
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
19%
Top 20 holdings
27%

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

Direct sector allocation

95% mapped to company sectors

Information Technology
35%
Financials
12%
Industrials
11%
Consumer Discretionary
10%
Health Care
10%
Materials
6%
ETF / fund or unclassified
5%
Communication Services
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

Funds with the most overlap

Other tracked managers holding the same core names as Man Group plc

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.4T
FMR LLC80 / 80$867.1B
JPMORGAN CHASE & CO80 / 80$547.8B
MORGAN STANLEY80 / 80$540.3B
BANK OF AMERICA CORP /DE/80 / 80$324.6B
NORTHERN TRUST CORP80 / 80$322.2B
GOLDMAN SACHS GROUP INC80 / 80$269.9B
FRANKLIN RESOURCES INC80 / 80$155.1B

Ranked by how many of Man Group plc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

2,032 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$2.2B10.92M
4.0%
+8.3%
Added · +837K sh
2Apple Inc
COM
$1.9B6.61M
3.5%
+10%
Added · +614K sh
3Amazon Com Inc
COM
$1.0B4.36M
1.9%
+17%
Added · +646K sh
4Microsoft Corp
COM
$1.0B2.76M
1.9%
−19%
Reduced · −640K sh
5Alphabet Inc
CAP STK CL A
$879.0M2.46M
1.6%
−19%
Reduced · −583K sh
6State STR SPDR S&P 500 ETF T
TR UNIT
$856.2M1.15M
1.6%
New
New position
7Broadcom Inc
COM
$788.5M2.09M
1.4%
−1.2%
Reduced · −26K sh
8Micron Technology Inc
COM
$533.2M461.9K
1.0%
−17%
Reduced · −96K sh
9Taiwan Semiconductor Manufac
SPONSORED ADS
$526.9M1.10M
1.0%
−0.3%
Reduced · −4K sh
10Alphabet Inc
CAP STK CL C
$488.5M1.38M
0.9%
−15%
Reduced · −238K sh
11Meta Platforms Inc
CL A
$482.9M857.2K
0.9%
−19%
Reduced · −200K sh
12Eli Lilly & Co
COM
$478.4M398.9K
0.9%
−5.5%
Reduced · −23K sh
13Mastercard Incorporated
CL A
$470.8M916.6K
0.9%
+21%
Added · +161K sh
14Advanced Micro Devices Inc
COM
$454.0M781.5K
0.8%
−0.6%
Reduced · −5K sh
15Amphenol Corp
CL A
$437.3M2.48M
0.8%
+29%
Added · +555K sh
16Abbvie Inc
COM
$428.8M1.70M
0.8%
−4.0%
Reduced · −70K sh
17Costco Wholesale Corporation
COM
$409.5M437.8K
0.7%
+22%
Added · +80K sh
18Te Connectivity PLC
ORD SHS
$388.6M1.93M
0.7%
−3.8%
Reduced · −75K sh
19Citigroup Inc
COM NEW
$370.5M2.65M
0.7%
+63%
Added · +1.0M sh
20Visa Inc
COM CL A
$370.4M1.08M
0.7%
+74%
Added · +458K sh
21JPMorgan Chase & Co
COM
$364.5M1.11M
0.7%
−4.0%
Reduced · −46K sh
22Ametek Inc
COM
$356.5M1.47M
0.7%
+29%
Added · +334K sh
23Trane Technologies PLC
SHS
$345.6M703.7K
0.6%
+86%
Added · +326K sh
24Bank Of Amer Corp
COM
$338.5M5.94M
0.6%
+57%
Added · +2.2M sh
25Keysight Technologies Inc
COM
$338.1M965.9K
0.6%
+73%
Added · +406K sh
26Lam Research Corp
COM NEW
$336.8M777.3K
0.6%
−35%
Reduced · −410K sh
27Pepsico Inc
COM
$328.6M2.43M
0.6%
+27%
Added · +521K sh
28Applied Matls Inc
COM
$321.9M445.3K
0.6%
−17%
Reduced · −94K sh
29Vici Pptys Inc
COM
$318.2M11.99M
0.6%
+9.7%
Added · +1.1M sh
30Adobe Inc
COM
$315.0M1.54M
0.6%
+22%
Added · +280K sh
31Kinross Gold Corp
COM
$298.2M12.62M
0.5%
+0.5%
Added · +57K sh
32Oreilly Automotive Inc
COM
$280.8M3.05M
0.5%
+146%
Added · +1.8M sh
33Tesla Inc
COM
$277.2M659.0K
0.5%
−6.9%
Reduced · −49K sh
34T-Mobile US Inc
COM
$277.0M1.65M
0.5%
+61%
Added · +624K sh
35Kla Corp
COM NEW
$276.8M917.4K
0.5%
12×
Added · +839K sh
36Regeneron Pharmaceuticals
COM
$272.5M437.0K
0.5%
+39%
Added · +122K sh
37Bristol-Myers Squibb Co
COM
$269.8M4.68M
0.5%
−17%
Reduced · −976K sh
38American Intl Group Inc
COM NEW
$269.2M3.61M
0.5%
+105%
Added · +1.8M sh
39Airbnb Inc
COM CL A
$261.6M1.83M
0.5%
+59%
Added · +678K sh
40Chipotle Mexican Grill Inc
COM
$240.4M7.07M
0.4%
+146%
Added · +4.2M sh
41Ge Aerospace
COM NEW
$237.6M635.6K
0.4%
−23%
Reduced · −195K sh
42Booking Holdings Inc
COM
$234.2M1.31M
0.4%
22×
Added · +1.3M sh
43Ameriprise Finl Inc
COM
$228.3M497.7K
0.4%
+58%
Added · +182K sh
44General MTRS Co
COM
$222.3M2.88M
0.4%
−23%
Reduced · −843K sh
45Cardinal Health Inc
COM
$222.0M934.6K
0.4%
−0.1%
Reduced · −1K sh
46Ross Stores Inc
COM
$218.3M1.03M
0.4%
+82%
Added · +462K sh
47TJX Cos Inc New
COM
$217.4M1.44M
0.4%
+21%
Added · +246K sh
48Autodesk Inc
COM
$216.1M1.11M
0.4%
+12%
Added · +120K sh
49NXP Semiconductors N V
COM
$204.5M727.6K
0.4%
−9.6%
Reduced · −77K sh
50Arista Networks Inc
COM SHS
$197.4M1.16M
0.4%
−40%
Reduced · −762K sh
Showing 50 of 2,032 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$3.9B
Call notional (bullish)$4.1B
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$640.5M858K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$576.7M772K
PUT · bearishNVIDIA CORPNVDA$469.3M2.3M
CALL · bullishNVIDIA CORPNVDA$407.2M2.0M
CALL · bullishAPPLE INCAAPL$319.9M1.1M
PUT · bearishAPPLE INCAAPL$319.9M1.1M
CALL · bullishMICROSOFT CORPMSFT$275.9M740K
PUT · bearishMICROSOFT CORPMSFT$261.9M702K
CALL · bullishAMAZON.COM INCAMZN$180.2M756K
PUT · bearishAMAZON.COM INCAMZN$172.4M723K
CALL · bullishALPHABET INC-CL AGOOGL$152.8M428K
PUT · bearishALPHABET INC-CL AGOOGL$152.8M428K
PUT · bearishMICRON TECHNOLOGY INCMU$145.3M126K
CALL · bullishNETFLIX INCNFLX$140.7M2.0M
CALL · bullishMICRON TECHNOLOGY INCMU$140.5M122K
PUT · bearishBROADCOM INCAVGO$119.8M317K
CALL · bullishBROADCOM INCAVGO$119.8M317K
PUT · bearishTESLA INCTSLA$93.2M222K
CALL · bullishTESLA INCTSLA$93.2M222K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$83.1M148K
PUT · bearishMETA PLATFORMS INC-CLASS AMETA$83.1M148K
CALL · bullishADVANCED MICRO DEVICESAMD$68.1M117K
PUT · bearishADVANCED MICRO DEVICESAMD$68.1M117K
PUT · bearishELI LILLY & COLLY$66.8M56K
CALL · bullishELI LILLY & COLLY$66.8M56K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 284 option legs.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 20263,650$62.7B13F-HR
Q1 2026Mar 31, 2026May 15, 20263,748$55.1B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20263,441$58.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20253,304$57.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20253,627$52.5B13F-HR
Q1 2025Mar 31, 2025May 15, 20253,269$39.4B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20253,277$38.0B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20243,361$38.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20243,419$39.6B13F-HR
Q1 2024Mar 31, 2024May 15, 20243,514$39.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20243,699$35.9B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20233,625$32.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20233,727$32.4B13F-HR
Q1 2023Mar 31, 2023May 15, 20233,932$28.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20233,924$27.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20223,852$21.5B13F-HR
Q2 2022Jun 30, 2022Aug 15, 20223,841$23.6B13F-HR
Q1 2022Mar 31, 2022May 16, 20224,054$28.7B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20223,687$31.1B13F-HR
Q3 2021Sep 30, 2021Nov 15, 20213,521$28.5B13F-HR
Q2 2021Jun 30, 2021Aug 16, 20213,676$28.4B13F-HR
Q1 2021Mar 31, 2021May 17, 20213,556$22.7B13F-HR
Q4 2020Dec 31, 2020Feb 16, 20213,564$22.8B13F-HR
Q3 2020Sep 30, 2020Nov 16, 20203,418$25.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.