B. Metzler Seel. Sohn & Co. Ag Top Holdings and 13F Report (2026) About B. Metzler Seel. Sohn & Co. AgInvestment ActivityB. Metzler Seel. Sohn & Co. Ag has $10.77 billion in total holdings as of March 31, 2026.B. Metzler Seel. Sohn & Co. Ag owns shares of 716 different stocks, but just 77 companies or ETFs make up 80% of its holdings.Approximately 6.01% of the portfolio was purchased this quarter.About 5.50% of the portfolio was sold this quarter.This quarter, B. Metzler Seel. Sohn & Co. Ag has purchased 725 new stocks and bought additional shares in 262 stocks.B. Metzler Seel. Sohn & Co. Ag sold shares of 265 stocks and completely divested from 43 stocks this quarter.Largest Holdings NVIDIA $680,431,670Microsoft $619,488,783Alphabet $571,325,358Amazon.com $548,550,916Apple $537,884,698 Largest New Holdings this Quarter 499049104 - Knight-Swift Transportation $4,384,336 Holding74164F103 - PRIMORIS SERVICES CORP. $3,170,052 Holding19247G107 - Coherent $2,830,722 Holding34631F102 - FORGENT POWER SOLUTIONS INC $2,813,432 Holding379577208 - Globus Medical $2,641,235 Holding Largest Purchases this Quarter S&P Global 259,802 shares (about $110.50M)GE Aerospace 334,500 shares (about $94.92M)Fastenal 628,868 shares (about $29.18M)Micron Technology 81,594 shares (about $27.57M)American Express 88,755 shares (about $26.85M) Largest Sales this Quarter Salesforce 479,457 shares (about $89.50M)Mastercard 134,134 shares (about $67.02M)Mastercard 55,115 shares (about $27.54M)PepsiCo 156,691 shares (about $24.33M)Booking 3,592 shares (about $15.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofB. Metzler Seel. Sohn & Co. Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$680,431,670$3,894,174 ▼-0.6%3,901,5616.3%Computer and TechnologyMSFTMicrosoft$619,488,783$734,045 ▼-0.1%1,673,5295.8%Computer and TechnologyGOOGLAlphabet$571,325,358$10,155,757 ▼-1.7%1,986,8045.3%Computer and TechnologyAMZNAmazon.com$548,550,916$5,230,483 ▲1.0%2,633,8505.1%Retail/WholesaleAAPLApple$537,884,698$7,524,393 ▼-1.4%2,119,4015.0%Computer and TechnologyMETAMeta Platforms$309,657,989$5,041,020 ▼-1.6%541,2392.9%Computer and TechnologyKOCocaCola$309,273,828$7,870,491 ▲2.6%4,066,7172.9%Consumer StaplesTMOThermo Fisher Scientific$285,721,473$2,978,672 ▼-1.0%581,2902.7%MedicalJPMJPMorgan Chase & Co.$279,079,308$7,697,277 ▼-2.7%948,7342.6%FinanceVVisa$260,713,458$6,314,082 ▼-2.4%862,6062.4%Business ServicesMCDMcDonald's$235,417,040$253,604 ▲0.1%757,4802.2%Retail/WholesaleVRTXVertex Pharmaceuticals$228,198,015$1,890,204 ▼-0.8%511,0362.1%MedicalAVGOBroadcom$212,296,692$12,413,158 ▲6.2%685,9152.0%Computer and TechnologyABBVAbbVie$206,698,523$25,382,736 ▲14.0%950,3851.9%MedicalABTAbbott Laboratories$187,309,809$1,802,165 ▲1.0%1,824,3881.7%MedicalCCitigroup$178,229,826$8,218,936 ▼-4.4%1,571,5531.7%Financial ServicesSPGIS&P Global$172,906,665$110,504,183 ▲177.1%406,5141.6%FinanceTSMTaiwan Semiconductor Manufacturing$167,691,285$13,463,576 ▼-7.4%496,2021.6%Computer and TechnologyPANWPalo Alto Networks$152,524,768$80,481 ▼-0.1%951,3781.4%Computer and TechnologyGEGE Aerospace$118,475,678$94,921,065 ▲403.0%417,5061.1%AerospaceLLYEli Lilly and Company$112,735,532$1,889,196 ▲1.7%122,5701.0%MedicalJNJJohnson & Johnson$112,537,243$4,830,134 ▼-4.1%460,3881.0%MedicalNFLXNetflix$89,587,718$11,310,467 ▲14.4%931,7530.8%Consumer DiscretionaryGOOGAlphabet$87,795,364$4,806,811 ▼-5.2%306,0630.8%Computer and TechnologyHDHome Depot$78,549,785$3,448,741 ▲4.6%238,8330.7%Retail/WholesaleUBERUber Technologies$77,283,555$1,176,990 ▼-1.5%1,074,4280.7%Computer and TechnologyTSLATesla$76,889,053$14,580,779 ▲23.4%206,8300.7%Auto/Tires/TrucksAPHAmphenol$76,238,074$1,628,272 ▼-2.1%603,3880.7%Computer and TechnologyCSCOCisco Systems$73,763,726$38,407 ▼-0.1%950,6860.7%Computer and TechnologyPEPPepsiCo$73,543,833$24,332,456 ▼-24.9%473,5920.7%Consumer StaplesMAMastercard$61,497,445$27,538,668 ▼-30.9%123,0790.6%Business ServicesAMDAdvanced Micro Devices$61,236,412$4,304,544 ▲7.6%301,0220.6%Computer and TechnologyPGProcter & Gamble$57,415,442$3,081,907 ▼-5.1%397,5050.5%Consumer StaplesMRKMerck & Co., Inc.$54,729,989$1,302,376 ▼-2.3%454,9850.5%MedicalMUMicron Technology$54,130,832$27,565,586 ▲103.8%160,2270.5%Computer and TechnologyTXNTexas Instruments$52,053,982$898,092 ▲1.8%268,1260.5%Computer and TechnologyBRK.ABerkshire Hathaway$46,679,100$1,436,280 ▲3.2%650.4%FinanceARISTA NET.INC. NEW$45,314,282$3,679,573 ▼-7.5%369,0710.4%COM SHSAMATApplied Materials$43,902,584$7,770,596 ▼-15.0%128,4490.4%Computer and TechnologyCATCaterpillar$42,607,493$6,767,918 ▼-13.7%60,1410.4%IndustrialsHWMHowmet Aerospace$39,146,167$5,080,721 ▼-11.5%169,8610.4%AerospaceADIAnalog Devices$39,006,509$3,986,612 ▼-9.3%122,6080.4%Computer and TechnologyWALMART$37,865,635$18,269 ▲0.0%304,6840.4%COMUNPUnion Pacific$37,789,847$253,535 ▼-0.7%155,7590.4%TransportationMELIMercadoLibre$37,246,456$3,570,417 ▲10.6%21,5420.3%Retail/WholesaleFASTFastenal$34,381,147$29,179,475 ▲561.0%740,9730.3%Retail/WholesaleXOMExxonMobil$34,035,154$1,264,476 ▲3.9%200,6080.3%EnergyBACBank of America$33,528,836$815,149 ▼-2.4%687,7710.3%FinanceURIUnited Rentals$32,524,851$21,764,832 ▲202.3%44,6430.3%ConstructionBRK.BBerkshire Hathaway$31,757,542$1,338,885 ▼-4.0%66,2720.3%FinanceLAM RESEARCH CORP$30,620,428$319,633 ▲1.1%143,3150.3%COM NEWCOSTCostco Wholesale$30,315,951$2,121,369 ▼-6.5%30,4250.3%Retail/WholesaleWMWaste Management$29,409,023$710,506 ▲2.5%127,9830.3%Business ServicesFITBFifth Third Bancorp$29,382,884$376,280 ▼-1.3%632,4340.3%FinanceCTASCintas$29,183,247$303,437 ▼-1.0%172,5390.3%Business ServicesUSFDUS Foods$27,838,568$1,557,335 ▲5.9%301,9040.3%Consumer StaplesAXPAmerican Express$27,018,748$26,846,336 ▲15,571.1%89,3250.3%FinanceWABWabtec$26,690,638$4,501,129 ▼-14.4%106,8010.2%TransportationBRBroadridge Financial Solutions$26,115,248$2,949,824 ▲12.7%160,7290.2%Computer and TechnologySYKStryker$26,075,260$516,543 ▲2.0%79,3550.2%MedicalPALANTIR TECHNOLOGIES INC$25,868,174$4,826,924 ▲22.9%176,8410.2%COMCRMSalesforce$24,645,480$89,500,238 ▼-78.4%132,0270.2%Computer and TechnologyKLACKLA$23,133,033$1,010,073 ▲4.6%15,7110.2%Computer and TechnologyMAMastercard$22,015,020$67,021,396 ▼-75.3%44,0600.2%Business ServicesDISWalt Disney$21,333,964$699,618 ▲3.4%221,3540.2%Consumer DiscretionaryGSThe Goldman Sachs Group$21,162,440$2,716,474 ▼-11.4%25,0150.2%FinanceAPPLOVIN CORP.$20,310,269$13,842,791 ▲214.0%51,0310.2%COM CL ABLACKROCK INC.$20,308,430$4,558,505 ▼-18.3%21,1170.2%COMTJXTJX Companies$20,295,315$1,268,018 ▲6.7%127,0840.2%Retail/WholesaleORCLOracle$20,143,600$5,377,227 ▼-21.1%136,9310.2%Computer and TechnologyWDCWestern Digital$18,954,587$10,072,777 ▲113.4%70,0750.2%Computer and TechnologyCLColgate-Palmolive$18,314,819$139,436 ▲0.8%214,8870.2%Consumer StaplesINTUIntuit$18,298,322$3,650,584 ▲24.9%42,3200.2%Computer and TechnologySCHWCharles Schwab$18,097,447$2,276,290 ▼-11.2%192,5670.2%FinanceDHRDanaher$17,826,019$1,134,555 ▲6.8%94,0200.2%MedicalNEENextEra Energy$17,651,484$3,636,309 ▲25.9%190,0480.2%UtilitiesBKBNY$17,311,557$1,324,978 ▲8.3%145,9290.2%FinanceWECWEC Energy Group$17,231,785$560,906 ▼-3.2%148,8450.2%UtilitiesPFEPfizer$17,018,211$942,664 ▼-5.2%606,0680.2%MedicalMSMorgan Stanley$16,976,552$2,846,870 ▼-14.4%103,1580.2%FinanceBSXBoston Scientific$16,637,080$1,660,112 ▲11.1%265,1330.2%MedicalWFCWells Fargo & Company$16,514,951$1,037,926 ▲6.7%207,4540.2%FinanceZTSZoetis$16,290,875$806,665 ▲5.2%137,8130.2%MedicalAZOAutoZone$16,186,322$9,798,940 ▼-37.7%4,7920.2%Retail/WholesaleTMUST-Mobile US$15,708,428$4,115,237 ▲35.5%74,7930.1%Computer and TechnologyUNHUnitedHealth Group$15,629,422$1,355,915 ▼-8.0%57,7610.1%MedicalAMGNAmgen$15,333,623$2,201,877 ▼-12.6%43,5800.1%MedicalPWRQuanta Services$15,256,168$823,530 ▲5.7%27,7880.1%ConstructionIBMInternational Business Machines$15,155,920$2,625,084 ▼-14.8%62,5270.1%Computer and TechnologyMCHPMicrochip Technology$15,127,762$3,976,767 ▼-20.8%234,1460.1%Computer and TechnologyVZVerizon Communications$15,072,349$445,374 ▼-2.9%300,2460.1%Computer and TechnologyGE VERNOVA INC.$14,635,763$2,660,572 ▲22.2%16,7670.1%COMMRVLMarvell Technology$14,620,077$3,124,631 ▼-17.6%147,6030.1%Computer and TechnologyGILDGilead Sciences$14,322,776$688,627 ▼-4.6%102,7680.1%MedicalLPLALPL Financial$14,304,466$4,481,164 ▲45.6%47,5500.1%FinanceBKNGBooking$13,839,197$15,123,333 ▼-52.2%3,2870.1%Retail/WholesaleSHWSherwin-Williams$13,731,852$13,507,470 ▼-49.6%42,8390.1%Basic MaterialsCOPConocoPhillips$13,716,437$3,309,453 ▲31.8%103,9140.1%EnergyMCKMcKesson$13,514,327$440,468 ▼-3.2%15,6170.1%MedicalCMICummins$13,428,980$562,769 ▼-4.0%24,9600.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
