Schroder Investment Management Group holds a diversified book of 1178 stocks worth $122.0B as of Q1 2026 (disclosed May 14, 2026, a ~44-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. Cloning the disclosed picks since 2013 would be +258% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +287.4%, a 29.5-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Schroder Investment Management Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Schroder Investment Management Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 80 | $2.7T |
| FMR LLC | 79 / 80 | $922.2B |
| MORGAN STANLEY | 79 / 80 | $629.6B |
| JPMORGAN CHASE & CO | 79 / 80 | $615.7B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $388.8B |
| NORTHERN TRUST CORP | 79 / 80 | $357.2B |
| GOLDMAN SACHS GROUP INC | 79 / 80 | $286.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 79 / 80 | $252.1B |
Ranked by how many of Schroder Investment Management Group's top 80 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 | Nvidia Corporation COM | $7.6B | 46.18M | 6.3% | ▲+4.5% Added · +2.0M sh | |
| 2 | Alphabet Inc CAP STK CL A | $6.5B | 22.70M | 5.4% | ▼−7.1% Reduced · −1.7M sh | |
| 3 | Microsoft Corp COM | $5.7B | 15.44M | 4.7% | ▼−2.8% Reduced · −441K sh | |
| 4 | Apple Inc COM | $5.1B | 19.93M | 4.1% | ▲+22% Added · +3.5M sh | |
| 5 | Broadcom Inc COM | $3.4B | 10.97M | 2.8% | ▲+4.0% Added · +427K sh | |
| 6 | Amazon Com Inc COM | $3.0B | 14.26M | 2.4% | ▼−4.9% Reduced · −735K sh | |
| 7 | Meta Platforms Inc CL A | $3.0B | 5.16M | 2.4% | ▲+0.5% Added · +27K sh | |
| 8 | Visa Inc COM CL A | $2.1B | 6.91M | 1.7% | ▼−0.9% Reduced · −65K sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.0B | 5.96M | 1.7% | ▼−18% Reduced · −1.3M sh | |
| 10 | JPMorgan Chase & Co COM | $1.9B | 6.54M | 1.5% | ▼−1.1% Reduced · −74K sh | |
| 11 | Morgan Stanley COM NEW | $1.7B | 10.24M | 1.4% | ▼−0.6% Reduced · −58K sh | |
| 12 | Arista Networks Inc COM SHS | $1.1B | 9.76M | 0.9% | ▲+12% Added · +1.0M sh | |
| 13 | Mercadolibre Inc COM | $1.1B | 697.1K | 0.9% | ▲+40% Added · +198K sh | |
| 14 | NextEra Energy Inc COM | $1.1B | 12.11M | 0.9% | ▲+8.2% Added · +914K sh | |
| 15 | Eli Lilly & Co COM | $1.1B | 1.17M | 0.9% | ▼−40% Reduced · −779K sh | |
| 16 | Coca Cola Co COM | $1.0B | 13.73M | 0.9% | ▲+4.9% Added · +647K sh | |
| 17 | Mastercard Incorporated CL A | $1.0B | 2.03M | 0.8% | ▼−1.4% Reduced · −29K sh | |
| 18 | Tapestry Inc COM | $998.0M | 7.07M | 0.8% | ▼−24% Reduced · −2.3M sh | |
| 19 | Johnson & Johnson COM | $939.7M | 3.84M | 0.8% | ▲+57% Added · +1.4M sh | |
| 20 | Parker-Hannifin Corp COM | $879.9M | 982.9K | 0.7% | ▲+11% Added · +100K sh | |
| 21 | Thermo Fisher Scientific Inc COM | $849.6M | 1.73M | 0.7% | ▼−0.7% Reduced · −11K sh | |
| 22 | Alphabet Inc CAP STK CL C | $795.0M | 2.77M | 0.7% | ▲+2.9% Added · +77K sh | |
| 23 | Emerson Elec Co COM | $755.0M | 5.76M | 0.6% | ▼−23% Reduced · −1.7M sh | |
| 24 | Medtronic PLC SHS | $745.8M | 8.61M | 0.6% | ▲+1.6% Added · +138K sh | |
| 25 | Monster Beverage Corp New COM | $744.7M | 10.44M | 0.6% | ▲+7.9% Added · +765K sh | |
| 26 | Bristol-Myers Squibb Co COM | $742.1M | 12.24M | 0.6% | ▼−2.5% Reduced · −319K sh | |
| 27 | Tencent Music Entmt Group SPON ADS | $713.0M | 76.83M | 0.6% | ▼−4.5% Reduced · −3.7M sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $707.2M | 1.22M | 0.6% | ▲+16% Added · +169K sh | |
| 29 | Salesforce Inc COM | $678.1M | 3.63M | 0.6% | ▼−19% Reduced · −848K sh | |
| 30 | Netflix Inc. COM | $672.1M | 6.99M | 0.6% | ▼−56% Reduced · −8.7M sh | |
| 31 | Kla Corp COM NEW | $631.0M | 428.6K | 0.5% | ▲+7.0% Added · +28K sh | |
| 32 | TJX Cos Inc New COM | $628.4M | 3.93M | 0.5% | ▼−1.6% Reduced · −64K sh | |
| 33 | Tesla Inc COM | $611.5M | 1.65M | 0.5% | ▼−2.0% Reduced · −33K sh | |
| 34 | Cadence Design System Inc COM | $610.9M | 2.20M | 0.5% | ▲+3.4% Added · +72K sh | |
| 35 | Spotify Technology S A SHS | $599.3M | 1.24M | 0.5% | ▲+39% Added · +345K sh | |
| 36 | ConocoPhillips COM | $596.4M | 4.52M | 0.5% | ▲+63% Added · +1.7M sh | |
| 37 | Arm Holdings PLC SPONSORED ADS | $578.5M | 3.82M | 0.5% | ▲+102% Added · +1.9M sh | |
| 38 | Exxon Mobil Corp COM | $577.0M | 3.40M | 0.5% | ▲+14% Added · +426K sh | |
| 39 | Ishares TR CORE S&P500 ETF | $574.2M | 904.4K | 0.5% | ▲+15% Added · +119K sh | |
| 40 | Ge Vernova Inc COM | $570.3M | 697.7K | 0.5% | ▼−19% Reduced · −167K sh | |
| 41 | HDFC Bank Ltd SPONSORED ADS | $560.1M | 22.51M | 0.5% | ▼−14% Reduced · −3.8M sh | |
| 42 | Procter & Gamble Co COM | $550.5M | 3.81M | 0.5% | ▼−2.9% Reduced · −113K sh | |
| 43 | Lauder Estee Cos Inc CL A | $545.1M | 8.02M | 0.4% | ▼−1.5% Reduced · −122K sh | |
| 44 | Chubb Ltd Switz COM | $542.5M | 1.67M | 0.4% | ▲+13% Added · +191K sh | |
| 45 | Vertiv Holdings Co COM CL A | $519.3M | 2.07M | 0.4% | ▲+16% Added · +288K sh | |
| 46 | Sea Ltd SPONSORD ADS | $519.3M | 6.27M | 0.4% | ▲+4.5% Added · +268K sh | |
| 47 | Itau Unibanco Hldg S A SPON ADR REP PFD | $509.1M | 64.69M | 0.4% | ▼−11% Reduced · −8.1M sh | |
| 48 | Howmet Aerospace Inc COM | $503.4M | 2.26M | 0.4% | ▼−22% Reduced · −644K sh | |
| 49 | Booking Holdings Inc COM | $493.8M | 117.3K | 0.4% | ▼−3.2% Reduced · −4K sh | |
| 50 | Ge Aerospace COM NEW | $476.1M | 1.74M | 0.4% | ▲+1.6% Added · +28K sh |
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/1086619/holdings"
Use Arkolith to show SCHRODER INVESTMENT MANAGEMENT GROUP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 3,326 | $122.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 3,250 | $131.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 3,301 | $127.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 3,070 | $118.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 3,037 | $99.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 3,173 | $104.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 3,121 | $97.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 3,390 | $90.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 3,365 | $85.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 3,452 | $77.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 3,468 | $67.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 3,555 | $69.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 3,598 | $67.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 3,559 | $63.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 3,505 | $60.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 3,574 | $65.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 3,610 | $75.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 3,225 | $76.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 3,390 | $65.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 3,654 | $79.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 28, 2021 | 3,238 | $77.1B | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 24, 2021 | 3,158 | $70.8B | 13F-HR/A |
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. The performance line is a simulation of the disclosed long book, not an audited return.