SCHRODER INVESTMENT MANAGEMENT GROUP
SEC Form 13F institutional filer · CIK 0001086619
13F-HR · 480 reported holdings · 2026-03-31
Asset management firm, subsidiary of Schroders plc.
Reported long-US-equity value
$97.08B
Top-10 concentration
41.1%
SCHRODER INVESTMENT MANAGEMENT GROUP — $97.1B AUM allocation strategy
SCHRODER INVESTMENT MANAGEMENT GROUP files SEC Form 13F and reports $97.1B of long US equity value across 480 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.6%, followed by Communication Services 10.6% and Financials 6.9%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SCHRODER INVESTMENT MANAGEMENT GROUP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$97.1B
total across 480 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HPQ +5.3M sh · +$84.6M+$BLK +5M sh · +$209M+$AAPL +3.55M sh · +$604M
Biggest trims (shares)
−$NFLX −8.72M sh · −$801M−$HPE −8.4M sh · −$202M−$TPR −2.28M sh · −$197M
Exited to nil (held last quarter, gone now)
$LUV ($2.05M last qtr)$AMCR ($1.91M last qtr)$ARE ($359K last qtr)$BXP ($276K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.4%—
- Interactive Media & Services10.6%—
- Systems Software5.9%—
- Technology Hardware, Storage & Peripherals5.2%—
- Transaction & Payment Processing Services3.2%—
- Broadline Retail3.1%—
- Pharmaceuticals2.1%—
- Diversified Banks1.9%—
- Other holdings56.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 46.2M | $7.63B | +1.98M | 7.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 22.7M | $6.53B | -1.73M | 6.7% |
| $MSFT | Microsoft Corporation | 15.4M | $5.72B | -441K | 5.9% |
| $AAPL | Apple Inc | 19.9M | $5.06B | +3.55M | 5.2% |
| $AVGO | Broadcom Inc | 11M | $3.39B | +427K | 3.5% |
| $AMZN | Amazon.com Inc | 14.3M | $2.97B | -735K | 3.1% |
| $META | Meta Platforms Inc | 5.16M | $2.95B | +26.9K | 3.0% |
| $V | Visa Inc | 6.91M | $2.09B | -65K | 2.2% |
| $JPM | JP Morgan Chase & Co | 6.54M | $1.86B | -73.5K | 1.9% |
| $MS | Morgan Stanley | 10.2M | $1.69B | -57.9K | 1.7% |
…and 470 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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