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MACQUARIE GROUP LTD

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1418333

$23.15B

disclosed book value

929

positions

8.7%

largest position share

Positions, as of 2026-06-30

top 100 of 929 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES TR2.7M$2.02B8.7%
2NVDANVIDIA CORPORATION5.8M$1.17B5%
3AAPLAPPLE INC2.9M$841.0M3.6%
4SPYSTATE STR SPDR S&P 500 ETF T847,274$632.7M2.7%
5GOOGLALPHABET INC1.8M$629.1M2.7%
6MSFTMICROSOFT CORP1.6M$599.3M2.6%
7AVGOBROADCOM INC1.6M$595.3M2.6%
8VOOVANGUARD INDEX FDS743,013$510.3M2.2%
9MUMICRON TECHNOLOGY INC432,765$499.5M2.2%
10GOOGALPHABET INC1.4M$484.6M2.1%
11AMZNAMAZON COM INC1.8M$431.3M1.9%
12CSCOCISCO SYS INC2.9M$335.2M1.4%
13LRCXLAM RESEARCH CORP676,823$293.3M1.3%
14EXMOCEXXON MOBIL CORP1.9M$263.7M1.1%
15TSLATESLA INC597,742$251.4M1.1%
16METAMETA PLATFORMS INC430,483$242.5M1%
17LLYELI LILLY & CO184,400$221.2M1%
18PMPHILIP MORRIS INTL INC1.2M$213.4M0.9%
19AMDADVANCED MICRO DEVICES INC332,377$193.1M0.8%
20APHAMPHENOL CORP1.1M$190.2M0.8%
21CCITIGROUP INC1.2M$165.4M0.7%
22WELLWELLTOWER INC703,258$159.6M0.7%
23KLACKLA CORP519,682$156.8M0.7%
24INTCINTEL CORP1.1M$155.3M0.7%
25WFCWELLS FARGO & CO1.8M$145.8M0.6%
26MRKMERCK & CO INC1.1M$142.9M0.6%
27NEENEXTERA ENERGY INC1.6M$138.4M0.6%
28GILDGILEAD SCIENCES INC1.1M$136.7M0.6%
29CVSCVS HEALTH CORP1.3M$136.1M0.6%
30TJXTJX COS INC NEW859,917$130.3M0.6%
31BRK/BBERKSHIRE HATHAWAY INC DEL258,053$129.1M0.6%
32NEMNEWMONT CORP1.4M$127.8M0.6%
33UNHUNITEDHEALTH GROUP INC293,895$122.2M0.5%
34JPMJPMORGAN CHASE & CO364,639$119.1M0.5%
35BMYBRISTOL-MYERS SQUIBB CO2.0M$117.2M0.5%
36PLDPROLOGIS INC.814,796$110.4M0.5%
37VZVERIZON COMMUNICATIONS INC2.6M$109.7M0.5%
38CVXCHEVRON CORPORATION653,897$108.4M0.5%
39ABBVABBVIE INC427,863$107.5M0.5%
40KOCOCA COLA CO1.3M$107.3M0.5%
41UNPUNION PAC CORP380,096$103.4M0.4%
42BPOPPOPULAR INC627,775$103.1M0.4%
43MCKMCKESSON CORP135,169$102.1M0.4%
44FIXCOMFORT SYS USA INC51,492$102.1M0.4%
45COSTCOSTCO WHOLESALE CORPORATION108,997$101.9M0.4%
46LMTLOCKHEED MARTIN CORP197,738$100.7M0.4%
47INVESCO LTD3.7M$98.3M0.4%
48AMATAPPLIED MATLS INC134,944$97.6M0.4%
49MOALTRIA GROUP INC1.4M$97.5M0.4%
50EQIXEQUINIX INC90,793$94.6M0.4%
51BACBANK OF AMER CORP1.6M$91.7M0.4%
52CATCATERPILLAR INC83,172$88.5M0.4%
53CSXCSX CORP1.9M$88.2M0.4%
54WDCWESTERN DIGITAL CORP134,834$86.1M0.4%
55EA*ELECTRONIC ARTS INC417,701$85.6M0.4%
56TFCTRUIST FINL CORP1.6M$81.9M0.4%
57SOSOUTHERN CO846,178$81.0M0.3%
58WMTWALMART INC714,118$80.9M0.3%
59PLTRPALANTIR TECHNOLOGIES INC691,718$80.7M0.3%
60QCOMQUALCOMM INC429,096$79.3M0.3%
61HONEYWELL INTL INC348,108$77.9M0.3%
62HONEYWELL AEROSPACE INC348,108$77.0M0.3%
63JNJJOHNSON & JOHNSON302,558$76.8M0.3%
64UPSUNITED PARCEL SVCS INC689,780$74.2M0.3%
65VVISA INC212,540$72.9M0.3%
66DUKDUKE ENERGY CORP NEW573,538$72.6M0.3%
67TAT&T INC3.5M$71.4M0.3%
68VSTVISTRA CORP445,027$70.6M0.3%
69SPGSIMON PPTY GROUP INC NEW311,688$69.7M0.3%
70PFEPFIZER INC2.7M$65.8M0.3%
71BKNGBOOKING HOLDINGS INC355,467$63.4M0.3%
72NFLXNETFLIX INC.886,485$63.3M0.3%
73IBMINTERNATIONAL BUSINESS MACHS224,490$63.1M0.3%
74MSIMOTOROLA SOLUTIONS INC145,947$60.6M0.3%
75WMBWILLIAMS COS INC804,722$59.8M0.3%
76SNDKSANDISK CORP26,025$59.2M0.3%
77COPCONOCOPHILLIPS567,183$59.0M0.3%
78AMGNAMGEN INC156,955$56.8M0.2%
79DISDISNEY WALT CO589,580$56.7M0.2%
80GEGE AEROSPACE150,901$56.4M0.2%
81PEPPEPSICO INC416,128$56.3M0.2%
82XELXCEL ENERGY INC696,209$55.9M0.2%
83OMFONEMAIN HLDGS INC912,087$55.6M0.2%
84DLRDIGITAL RLTY TR INC309,330$55.5M0.2%
85MAMASTERCARD INCORPORATED107,890$55.4M0.2%
86HSTHOST HOTELS & RESORTS INC2.3M$55.3M0.2%
87ETSYETSY INC710,000$53.5M0.2%
88AEPAMERICAN ELEC PWR CO INC389,801$53.3M0.2%
89CAHCARDINAL HEALTH INC224,112$53.2M0.2%
90CMCSACOMCAST CORP NEW2.2M$53.1M0.2%
91IBITISHARES BITCOIN TRUST ETF1.6M$52.7M0.2%
92TERTERADYNE INC106,434$51.5M0.2%
93AMTAMERICAN TOWER CORP314,603$51.5M0.2%
94TXNTEXAS INSTRS INC172,266$51.2M0.2%
95OREALTY INCOME CORP824,257$51.1M0.2%
96GEVGE VERNOVA INC42,623$50.1M0.2%
97COFCAPITAL ONE FINL CORP246,285$49.4M0.2%
98PSAPUBLIC STORAGE153,761$48.9M0.2%
99HCAHCA HEALTHCARE INC122,266$47.7M0.2%
100RLRALPH LAUREN CORP117,830$47.3M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.