NORDEA INVESTMENT MANAGEMENT AB

Est. AUM

$20.65B

13F long equity, this entity only

Positions

864

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$879.9M	5173807	4.26%	SOLE
2	MICROSOFT CORP	COM	$800.4M	2202000	3.88%	SOLE
3	APPLE INC	COM	$702.8M	2841857	3.40%	SOLE
4	BROADCOM INC	COM	$698.3M	2322172	3.38%	SOLE
5	AMAZON COM INC	COM	$674.8M	3292898	3.27%	SOLE
6	ALPHABET INC	CAP STK CL A	$384.3M	1368623	1.86%	SOLE
7	WASTE MGMT INC DEL	COM	$369.0M	1612094	1.79%	SOLE
8	NEXTERA ENERGY INC	COM	$355.4M	3885388	1.72%	SOLE
9	MASTERCARD INCORPORATED	CL A	$303.2M	616829	1.47%	SOLE
10	META PLATFORMS INC	CL A	$301.5M	546180	1.46%	SOLE
11	LINDE PLC	SHS	$297.7M	600238	1.44%	SOLE
12	TRANE TECHNOLOGIES PLC	SHS	$288.2M	704585	1.40%	SOLE
13	EMERSON ELEC CO	COM	$278.5M	2194309	1.35%	SOLE
14	ALPHABET INC	CAP STK CL C	$276.2M	986198	1.34%	SOLE
15	ADVANCED MICRO DEVICES INC	COM	$247.8M	1243813	1.20%	SOLE
16	WABTEC	COM	$240.8M	991077	1.17%	SOLE
17	HCA HEALTHCARE INC	COM	$206.8M	446289	1.00%	SOLE
18	DANAHER CORP DEL	COM	$193.6M	1039803	0.94%	SOLE
19	REPUBLIC SVCS INC	COM	$192.0M	879146	0.93%	SOLE
20	LAM RESEARCH CORP	COM NEW	$187.1M	911044	0.91%	SOLE
21	TJX COS INC NEW	COM	$186.4M	1183471	0.90%	SOLE
22	AMGEN INC	COM	$184.2M	529608	0.89%	SOLE
23	ARISTA NETWORKS INC	COM SHS	$177.0M	1496564	0.86%	SOLE
24	STRYKER CORPORATION	COM	$172.7M	538898	0.84%	SOLE
25	SYNOPSYS INC	COM	$166.8M	427498	0.81%	SOLE
26	CISCO SYS INC	COM	$163.8M	2133684	0.79%	SOLE
27	MORGAN STANLEY	COM NEW	$156.3M	975478	0.76%	DFND
28	ZEBRA TECHNOLOGIES CORPORATI	CL A	$149.0M	727138	0.72%	SOLE
29	ELI LILLY & CO	COM	$146.1M	160532	0.71%	SOLE
30	BECTON DICKINSON & CO	COM	$138.5M	896655	0.67%	SOLE
31	CRH PLC	ORD	$133.5M	1303752	0.65%	SOLE
32	JPMORGAN CHASE & CO	COM	$128.5M	445132	0.62%	SOLE
33	INGERSOLL RAND INC	COM	$126.5M	1628503	0.61%	SOLE
34	LKQ CORP	COM	$124.4M	4300340	0.60%	SOLE
35	PALO ALTO NETWORKS INC	COM	$121.5M	771589	0.59%	SOLE
36	JOHNSON & JOHNSON	COM	$121.3M	498331	0.59%	SOLE
37	ABBVIE INC	COM	$121.1M	560462	0.59%	SOLE
38	VERALTO CORP	COM SHS	$114.3M	1312581	0.55%	SOLE
39	MERCADOLIBRE INC	COM	$111.5M	67130	0.54%	SOLE
40	IQVIA HLDGS INC	COM	$111.1M	661428	0.54%	SOLE
41	GFL ENVIRONMENTAL INC	SUB VTG SHS	$106.1M	2602217	0.51%	SOLE
42	NETFLIX INC.	COM	$105.0M	1112682	0.51%	SOLE
43	VISA INC	COM CL A	$102.3M	344029	0.50%	SOLE
44	APPLIED MATLS INC	COM	$101.6M	307618	0.49%	SOLE
45	D R HORTON INC	COM	$100.3M	751900	0.49%	SOLE
46	ECOLAB INC	COM	$99.2M	381255	0.48%	SOLE
47	COCA-COLA EUROPACIFIC PARTNE	SHS	$98.7M	1093551	0.48%	DFND
48	AMERICAN EXPRESS CO	COM	$98.6M	330451	0.48%	SOLE
49	MCKESSON CORP	COM	$92.4M	108493	0.45%	SOLE
50	NEWMONT CORP	COM	$89.5M	845106	0.43%	SOLE

1–50 of 864

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.