Royal London Asset Management 13F Holdings & Latest Moves
Royal London Asset Management reported a 13F portfolio worth $47.68B as of Q1 2026. Latest 13F moves (filed May 1, 2026): 5 new positions, 29 added, 22 reduced. Largest change by value: added $NVDA ($3.55B held).
- 13F value (Q1 2026)
- $47.68B
- New positions
- 5
- Added / reduced
- 29 / 22
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $NVDA | Added | +296.94K (+1.68%) | 17.93M | $3.55B | +8.4% | +13.1% | — | ||
| $BKNG | Added | +17.70M (+1684.15%) | 18.75M | $3.34B | -2.2% | -0.2% | — | ||
| $AMZN | Added | +296.83K (+3.48%) | 8.84M | $2.13B | +1.6% | -2.6% | — | ||
| $AZN | New | +10.30M | 10.30M | $1.95B | -1.0% | -2.7% | Read | ||
| $AZN | New | +10.30M | 10.30M | $1.88B | -1.0% | -2.7% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $MSFT | Reduced | -273.37K (-4.59%) | 5.69M | $2.10B | +0.2% | +11.4% | — | ||
| $MU | Reduced | -144.49K (-12.90%) | 975.32K | $1.13B | +37.7% | +91.0% | — | ||
| $LLY | Reduced | -83.25K (-11.25%) | 656.59K | $807.55M | -1.5% | +12.5% | — | ||
| $MRK | Reduced | -301K (-9.41%) | 2.90M | $372.16M | -0.7% | +2.7% | Read | ||
| $MELI | Reduced | -6.81K (-3%) | 220.65K | $371.39M | -11.8% | -6.4% | — |
New positions in the latest 13F
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $NVDA | Added | +296.94K (+1.68%) | 17.93M | $3.55B | +8.4% | +13.1% | — | ||
| $BKNG | Added | +17.70M (+1684.15%) | 18.75M | $3.34B | -2.2% | -0.2% | — | ||
| $AMZN | Added | +296.83K (+3.48%) | 8.84M | $2.13B | +1.6% | -2.6% | — | ||
| $AVGO | Added | +161.54K (+4.14%) | 4.06M | $1.53B | +2.1% | +9.2% | — | ||
| $GOOG | Added | +41.01K (+2.06%) | 2.04M | $719.14M | +3.6% | -2.8% | — | ||
| $AMD | Added | +257.17K (+33.17%) | 1.03M | $583.31M | +26.3% | +41.5% | — | ||
| $ABBV | Added | +36.85K (+2.80%) | 1.35M | $341.44M | -2.4% | +3.1% | — | ||
| $JNJ | Added | +61.42K (+5.38%) | 1.20M | $305.45M | -2.6% | -1.1% | — | ||
| $CNM | Added | +64.11K (+1.13%) | 5.75M | $287.98M | +0.1% | +0.1% | — | ||
| $CNM | Added | +64.11K (+1.13%) | 5.75M | $277.57M | +0.1% | +0.1% | Read | ||
| $COST | Added | +6.64K (+2.91%) | 235K | $219.83M | -0.3% | -6.5% | — | ||
| $BLD | Added | +30.10K (+6.45%) | 496.77K | $203.60M | -2.5% | -6.1% | — | ||
| $GE | Added | +16.66K (+3.31%) | 519.44K | $192.61M | +3.7% | +13.3% | — | ||
| $PEP | Added | +24.67K (+1.80%) | 1.39M | $190.66M | -1.8% | -10.1% | — | ||
| $CB | Added | +326.29K (+156.44%) | 534.86K | $182.25M | -2.0% | -5.0% | Read | ||
| $BLD | Added | +30.10K (+6.45%) | 496.77K | $176.12M | -2.5% | -6.1% | Read | ||
| $CB | Added | +326.29K (+156.44%) | 534.86K | $175.40M | -2.0% | -5.0% | — | ||
| $FTNT | Added | +74.74K (+7.13%) | 1.12M | $172.47M | +32.2% | +70.5% | — | ||
| $ISRG | Added | +20.95K (+5.24%) | 420.84K | $167.36M | -1.7% | -9.9% | — | ||
| $KO | Added | +27.95K (+1.40%) | 2.02M | $164.18M | -0.2% | +0.1% | — | ||
| $ORCL | Added | +15.12K (+1.38%) | 1.11M | $162.61M | +14.0% | +44.4% | — | ||
| $HUBB | Added | +221.53K (+273.28%) | 302.59K | $158.46M | -3.1% | -8.7% | Read | ||
| $HUBB | Added | +221.53K (+273.28%) | 302.59K | $144.27M | -3.1% | -8.7% | — | ||
| $APG | Added | +458.05K (+17.52%) | 3.07M | $131.05M | -4.1% | -11.6% | — | ||
| $APG | Added | +458.05K (+17.52%) | 3.07M | $130.10M | -4.1% | -11.6% | Read | ||
| $PANW | Added | +54.23K (+16.53%) | 382.33K | $126.93M | +14.8% | +65.9% | Read | ||
| $HALO | Added | +239.28K (+17.45%) | 1.61M | $126.06M | +0.3% | +6.5% | Read | ||
| $APP | Added | +114.75K (+95.31%) | 235.14K | $121.35M | +1.9% | +33.4% | Read | ||
| $HALO | Added | +239.28K (+17.45%) | 1.61M | $113.91M | +0.3% | +6.5% | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $MSFT | Reduced | -273.37K (-4.59%) | 5.69M | $2.10B | +0.2% | +11.4% | — | ||
| $MU | Reduced | -144.49K (-12.90%) | 975.32K | $1.13B | +37.7% | +91.0% | — | ||
| $LLY | Reduced | -83.25K (-11.25%) | 656.59K | $807.55M | -1.5% | +12.5% | — | ||
| $MRK | Reduced | -301K (-9.41%) | 2.90M | $372.16M | -0.7% | +2.7% | Read | ||
| $MELI | Reduced | -6.81K (-3%) | 220.65K | $371.39M | -11.8% | -6.4% | — | ||
| $CSCO | Reduced | -45.02K (-1.41%) | 3.14M | $368.54M | +5.1% | +32.1% | — | ||
| $MRK | Reduced | -301K (-9.41%) | 2.90M | $349.74M | -0.7% | +2.7% | — | ||
| $AMAT | Reduced | -60.93K (-11.29%) | 478.93K | $334.96M | +11.9% | +17.9% | Read | ||
| $LRCX | Reduced | -14.49K (-2.10%) | 673.90K | $293.53M | +14.5% | +23.5% | — | ||
| $LIN | Reduced | -48.44K (-7.97%) | 559.37K | $290.28M | -2.9% | -2.1% | Read | ||
| $LIN | Reduced | -48.44K (-7.97%) | 559.37K | $288.32M | -2.9% | -2.1% | — | ||
| $FIX | Reduced | -56.54K (-29.03%) | 138.26K | $274.02M | +4.6% | -4.2% | Read | ||
| $CAT | Reduced | -3.19K (-1.27%) | 248.92K | $265.07M | +0.9% | -2.7% | — | ||
| $AMAT | Reduced | -60.93K (-11.29%) | 478.93K | $264.61M | +11.9% | +17.9% | — | ||
| $FIX | Reduced | -56.54K (-29.03%) | 138.26K | $257M | +4.6% | -4.2% | — | ||
| $HCA | Reduced | -151.46K (-20.79%) | 577.12K | $225.36M | +0.5% | -14.3% | Read | ||
| $HCA | Reduced | -151.46K (-20.79%) | 577.12K | $218.45M | +0.5% | -14.3% | — | ||
| $AGCO | Reduced | -149.22K (-11.11%) | 1.19M | $142.95M | -1.0% | -5.2% | Read | ||
| $AGCO | Reduced | -149.22K (-11.11%) | 1.19M | $132.57M | -1.0% | -5.2% | — | ||
| $AME | Reduced | -9.70K (-1.80%) | 528.40K | $128.39M | +0.8% | -3.1% | — | ||
| $C | Reduced | -12.53K (-1.43%) | 863.86K | $123.09M | -1.0% | +1.8% | — | ||
| $GM | Reduced | -32.19K (-2.22%) | 1.42M | $111.58M | +4.0% | +9.1% | — |
All tracked 13F moves by Royal London Asset Management
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $MRK | Reduced | -301K (-9.41%) | 2.90M | $349.74M | -0.7% | +2.7% | — | ||
| $MSFT | Reduced | -273.37K (-4.59%) | 5.69M | $2.10B | +0.2% | +11.4% | — | ||
| $MRK | Reduced | -301K (-9.41%) | 2.90M | $372.16M | -0.7% | +2.7% | Read | ||
| $MELI | Reduced | -6.81K (-3%) | 220.65K | $371.39M | -11.8% | -6.4% | — | ||
| $LIN | Reduced | -48.44K (-7.97%) | 559.37K | $290.28M | -2.9% | -2.1% | Read | ||
| $LIN | Reduced | -48.44K (-7.97%) | 559.37K | $288.32M | -2.9% | -2.1% | — | ||
| $LRCX | Reduced | -14.49K (-2.10%) | 673.90K | $293.53M | +14.5% | +23.5% | — | ||
| $GM | Reduced | -32.19K (-2.22%) | 1.42M | $111.58M | +4.0% | +9.1% | — | ||
| $C | Reduced | -12.53K (-1.43%) | 863.86K | $123.09M | -1.0% | +1.8% | — | ||
| $CSCO | Reduced | -45.02K (-1.41%) | 3.14M | $368.54M | +5.1% | +32.1% | — | ||
| $CAT | Reduced | -3.19K (-1.27%) | 248.92K | $265.07M | +0.9% | -2.7% | — | ||
| $AME | Reduced | -9.70K (-1.80%) | 528.40K | $128.39M | +0.8% | -3.1% | — | ||
| $NXT | New | +1.56M | 1.56M | $186.52M | +5.0% | +20.9% | — | ||
| $NXT | New | +1.56M | 1.56M | $185.68M | +5.0% | +20.9% | Read | ||
| $BRKB | New | +954.61K | 954.61K | $464.84M | +0.6% | -0.6% | — | ||
| $AZN | New | +10.30M | 10.30M | $1.88B | -1.0% | -2.7% | — | ||
| $AZN | New | +10.30M | 10.30M | $1.95B | -1.0% | -2.7% | Read | ||
| $MU | Reduced | -144.49K (-12.90%) | 975.32K | $1.13B | +37.7% | +91.0% | — | ||
| $HCA | Reduced | -151.46K (-20.79%) | 577.12K | $225.36M | +0.5% | -14.3% | Read | ||
| $HCA | Reduced | -151.46K (-20.79%) | 577.12K | $218.45M | +0.5% | -14.3% | — | ||
| $FIX | Reduced | -56.54K (-29.03%) | 138.26K | $257M | +4.6% | -4.2% | — | ||
| $LLY | Reduced | -83.25K (-11.25%) | 656.59K | $807.55M | -1.5% | +12.5% | — | ||
| $FIX | Reduced | -56.54K (-29.03%) | 138.26K | $274.02M | +4.6% | -4.2% | Read | ||
| $AMAT | Reduced | -60.93K (-11.29%) | 478.93K | $334.96M | +11.9% | +17.9% | Read | ||
| $AMAT | Reduced | -60.93K (-11.29%) | 478.93K | $264.61M | +11.9% | +17.9% | — | ||
| $AGCO | Reduced | -149.22K (-11.11%) | 1.19M | $142.95M | -1.0% | -5.2% | Read | ||
| $AGCO | Reduced | -149.22K (-11.11%) | 1.19M | $132.57M | -1.0% | -5.2% | — | ||
| $BLD | Added | +30.10K (+6.45%) | 496.77K | $176.12M | -2.5% | -6.1% | Read | ||
| $KO | Added | +27.95K (+1.40%) | 2.02M | $164.18M | -0.2% | +0.1% | — | ||
| $PEP | Added | +24.67K (+1.80%) | 1.39M | $190.66M | -1.8% | -10.1% | — | ||
| $PANW | Added | +54.23K (+16.53%) | 382.33K | $126.93M | +14.8% | +65.9% | Read | ||
| $ORCL | Added | +15.12K (+1.38%) | 1.11M | $162.61M | +14.0% | +44.4% | — | ||
| $NVDA | Added | +296.94K (+1.68%) | 17.93M | $3.55B | +8.4% | +13.1% | — | ||
| $JNJ | Added | +61.42K (+5.38%) | 1.20M | $305.45M | -2.6% | -1.1% | — | ||
| $ISRG | Added | +20.95K (+5.24%) | 420.84K | $167.36M | -1.7% | -9.9% | — | ||
| $HUBB | Added | +221.53K (+273.28%) | 302.59K | $158.46M | -3.1% | -8.7% | Read | ||
| $HUBB | Added | +221.53K (+273.28%) | 302.59K | $144.27M | -3.1% | -8.7% | — | ||
| $HALO | Added | +239.28K (+17.45%) | 1.61M | $126.06M | +0.3% | +6.5% | Read | ||
| $HALO | Added | +239.28K (+17.45%) | 1.61M | $113.91M | +0.3% | +6.5% | — | ||
| $GE | Added | +16.66K (+3.31%) | 519.44K | $192.61M | +3.7% | +13.3% | — | ||
| $FTNT | Added | +74.74K (+7.13%) | 1.12M | $172.47M | +32.2% | +70.5% | — | ||
| $COST | Added | +6.64K (+2.91%) | 235K | $219.83M | -0.3% | -6.5% | — | ||
| $CNM | Added | +64.11K (+1.13%) | 5.75M | $277.57M | +0.1% | +0.1% | Read | ||
| $CNM | Added | +64.11K (+1.13%) | 5.75M | $287.98M | +0.1% | +0.1% | — | ||
| $CB | Added | +326.29K (+156.44%) | 534.86K | $182.25M | -2.0% | -5.0% | Read | ||
| $CB | Added | +326.29K (+156.44%) | 534.86K | $175.40M | -2.0% | -5.0% | — | ||
| $AVGO | Added | +161.54K (+4.14%) | 4.06M | $1.53B | +2.1% | +9.2% | — | ||
| $BKNG | Added | +17.70M (+1684.15%) | 18.75M | $3.34B | -2.2% | -0.2% | — | ||
| $BLD | Added | +30.10K (+6.45%) | 496.77K | $203.60M | -2.5% | -6.1% | — | ||
| $APP | Added | +114.75K (+95.31%) | 235.14K | $121.35M | +1.9% | +33.4% | Read | ||
| $APG | Added | +458.05K (+17.52%) | 3.07M | $130.10M | -4.1% | -11.6% | Read | ||
| $APG | Added | +458.05K (+17.52%) | 3.07M | $131.05M | -4.1% | -11.6% | — | ||
| $AMZN | Added | +296.83K (+3.48%) | 8.84M | $2.13B | +1.6% | -2.6% | — | ||
| $GOOG | Added | +41.01K (+2.06%) | 2.04M | $719.14M | +3.6% | -2.8% | — | ||
| $AMD | Added | +257.17K (+33.17%) | 1.03M | $583.31M | +26.3% | +41.5% | — | ||
| $ABBV | Added | +36.85K (+2.80%) | 1.35M | $341.44M | -2.4% | +3.1% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Royal London Asset Management holds or traded
Frequently asked questions
What did Royal London Asset Management buy and sell in its latest 13F?
It opened or added to $NVDA, $BKNG, $AMZN, $AZN and $AZN; it cut or exited $MSFT, $MU, $LLY, $MRK and $MELI.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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