Arkolith/Funds/Schroder Investment Management Group

Schroder Investment Management Group

CIK 1086619Asset manager
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Inactive

Schroder Investment Management Group holds a diversified book of 1178 stocks worth $122.0B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened RTX Corporation and trimmed Alphabet Inc-CL A. Their largest long position is Nvidia Corp at 6% of the equity book.

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Use Arkolith to show SCHRODER INVESTMENT MANAGEMENT GROUP's latest
holdings, largest changes, and filing provenance.
Opened
135
new positions
Added to
499
existing
Trimmed
486
reduced
Sold out
91
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
33%
Top 20 holdings
42%

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
41%
Financials
12%
Industrials
9%
Consumer Discretionary
8%
Health Care
7%
Materials
6%
ETF / fund or unclassified
5%
Communication Services
4%

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.

1,178 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$7.6B46.18M
6.3%
+4.5%
Added · +2.0M sh
2Alphabet Inc
CAP STK CL A
$6.5B22.70M
5.4%
−7.1%
Reduced · −1.7M sh
3Microsoft Corp
COM
$5.7B15.44M
4.7%
−2.8%
Reduced · −441K sh
4Apple Inc
COM
$5.1B19.93M
4.1%
+22%
Added · +3.5M sh
5Broadcom Inc
COM
$3.4B10.97M
2.8%
+4.0%
Added · +427K sh
6Amazon Com Inc
COM
$3.0B14.26M
2.4%
−4.9%
Reduced · −735K sh
7Meta Platforms Inc
CL A
$3.0B5.16M
2.4%
+0.5%
Added · +27K sh
8Visa Inc
COM CL A
$2.1B6.91M
1.7%
−0.9%
Reduced · −65K sh
9Taiwan Semiconductor Manufac
SPONSORED ADS
$2.0B5.96M
1.7%
−18%
Reduced · −1.3M sh
10JPMorgan Chase & Co
COM
$1.9B6.54M
1.5%
−1.1%
Reduced · −74K sh
11Morgan Stanley
COM NEW
$1.7B10.24M
1.4%
−0.6%
Reduced · −58K sh
12Arista Networks Inc
COM SHS
$1.1B9.76M
0.9%
+12%
Added · +1.0M sh
13Mercadolibre Inc
COM
$1.1B697.1K
0.9%
+40%
Added · +198K sh
14NextEra Energy Inc
COM
$1.1B12.11M
0.9%
+8.2%
Added · +914K sh
15Eli Lilly & Co
COM
$1.1B1.17M
0.9%
−40%
Reduced · −779K sh
16Coca Cola Co
COM
$1.0B13.73M
0.9%
+4.9%
Added · +647K sh
17Mastercard Incorporated
CL A
$1.0B2.03M
0.8%
−1.4%
Reduced · −29K sh
18Tapestry Inc
COM
$998.0M7.07M
0.8%
−24%
Reduced · −2.3M sh
19Johnson & Johnson
COM
$939.7M3.84M
0.8%
+57%
Added · +1.4M sh
20Parker-Hannifin Corp
COM
$879.9M982.9K
0.7%
+11%
Added · +100K sh
21Thermo Fisher Scientific Inc
COM
$849.6M1.73M
0.7%
−0.7%
Reduced · −11K sh
22Alphabet Inc
CAP STK CL C
$795.0M2.77M
0.7%
+2.9%
Added · +77K sh
23Emerson Elec Co
COM
$755.0M5.76M
0.6%
−23%
Reduced · −1.7M sh
24Medtronic PLC
SHS
$745.8M8.61M
0.6%
+1.6%
Added · +138K sh
25Monster Beverage Corp New
COM
$744.7M10.44M
0.6%
+7.9%
Added · +765K sh
26Bristol-Myers Squibb Co
COM
$742.1M12.24M
0.6%
−2.5%
Reduced · −319K sh
27Tencent Music Entmt Group
SPON ADS
$713.0M76.83M
0.6%
−4.5%
Reduced · −3.7M sh
28Vanguard Index FDS
S&P 500 ETF SHS
$707.2M1.22M
0.6%
+16%
Added · +169K sh
29Salesforce Inc
COM
$678.1M3.63M
0.6%
−19%
Reduced · −848K sh
30Netflix Inc.
COM
$672.1M6.99M
0.6%
−56%
Reduced · −8.7M sh
31Kla Corp
COM NEW
$631.0M428.6K
0.5%
+7.0%
Added · +28K sh
32TJX Cos Inc New
COM
$628.4M3.93M
0.5%
−1.6%
Reduced · −64K sh
33Tesla Inc
COM
$611.5M1.65M
0.5%
−2.0%
Reduced · −33K sh
34Cadence Design System Inc
COM
$610.9M2.20M
0.5%
+3.4%
Added · +72K sh
35Spotify Technology S A
SHS
$599.3M1.24M
0.5%
+39%
Added · +345K sh
36ConocoPhillips
COM
$596.4M4.52M
0.5%
+63%
Added · +1.7M sh
37Arm Holdings PLC
SPONSORED ADS
$578.5M3.82M
0.5%
+102%
Added · +1.9M sh
38Exxon Mobil Corp
COM
$577.0M3.40M
0.5%
+14%
Added · +426K sh
39Ishares TR
CORE S&P500 ETF
$574.2M904.4K
0.5%
+15%
Added · +119K sh
40Ge Vernova Inc
COM
$570.3M697.7K
0.5%
−19%
Reduced · −167K sh
41HDFC Bank Ltd
SPONSORED ADS
$560.1M22.51M
0.5%
−14%
Reduced · −3.8M sh
42Procter & Gamble Co
COM
$550.5M3.81M
0.5%
−2.9%
Reduced · −113K sh
43Lauder Estee Cos Inc
CL A
$545.1M8.02M
0.4%
−1.5%
Reduced · −122K sh
44Chubb Ltd Switz
COM
$542.5M1.67M
0.4%
+13%
Added · +191K sh
45Vertiv Holdings Co
COM CL A
$519.3M2.07M
0.4%
+16%
Added · +288K sh
46Sea Ltd
SPONSORD ADS
$519.3M6.27M
0.4%
+4.5%
Added · +268K sh
47Itau Unibanco Hldg S A
SPON ADR REP PFD
$509.1M64.69M
0.4%
−11%
Reduced · −8.1M sh
48Howmet Aerospace Inc
COM
$503.4M2.26M
0.4%
−22%
Reduced · −644K sh
49Booking Holdings Inc
COM
$493.8M117.3K
0.4%
−3.2%
Reduced · −4K sh
50Ge Aerospace
COM NEW
$476.1M1.74M
0.4%
+1.6%
Added · +28K sh
Showing 50 of 1,178 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 20263,326$122.0B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20263,250$131.9B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20253,301$127.8B13F-HR
Q2 2025Jun 30, 2025Aug 13, 20253,070$118.3B13F-HR
Q1 2025Mar 31, 2025May 13, 20253,037$99.1B13F-HR
Q4 2024Dec 31, 2024Feb 12, 20253,173$104.4B13F-HR
Q3 2024Sep 30, 2024Nov 13, 20243,121$97.6B13F-HR
Q2 2024Jun 30, 2024Aug 12, 20243,390$90.7B13F-HR
Q1 2024Mar 31, 2024May 14, 20243,365$85.0B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20243,452$77.1B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20233,468$67.2B13F-HR
Q2 2023Jun 30, 2023Aug 11, 20233,555$69.7B13F-HR
Q1 2023Mar 31, 2023May 11, 20233,598$67.2B13F-HR
Q4 2022Dec 31, 2022Feb 10, 20233,559$63.0B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20223,505$60.4B13F-HR
Q2 2022Jun 30, 2022Aug 11, 20223,574$65.6B13F-HR
Q1 2022Mar 31, 2022May 16, 20223,610$75.7B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20223,225$76.6B13F-HR
Q3 2021Sep 30, 2021Nov 12, 20213,390$65.0B13F-HR
Q2 2021Jun 30, 2021Aug 13, 20213,654$79.8B13F-HR
Q1 2021Mar 31, 2021May 28, 20213,238$77.1B13F-HR/A
Q4 2020Dec 31, 2020Feb 24, 20213,158$70.8B13F-HR/A
Amended / restated
  • Q1 2021 · filed May 17, 202113F-HR · superseded
  • Q4 2020 · filed Feb 16, 202113F-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.