Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Magellan Asset Management Ltd (CIK 1536105) reported $7.71B across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($468.4M, 6.08%), MSFT ($440.2M, 5.71%), ES ($428.3M, 5.56%), TSM ($398.1M, 5.17%), MA ($292.3M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $468.4M | 6.08% | 2.2M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $440.2M | 5.71% | 1.2M | Trimmed |
| 3 | ES | EVERSOURCE ENERGY | $428.3M | 5.56% | 6.2M | Trimmed |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $398.1M | 5.17% | 1.2M | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED | $292.3M | 3.79% | 584,990 | Trimmed |
| 6 | META | META PLATFORMS INC | $290.1M | 3.76% | 507,032 | Added |
| 7 | AMT | AMERICAN TOWER CORP | $259.4M | 3.37% | 1.5M | Added |
| 8 | CCI | CROWN CASTLE INC | $232.2M | 3.01% | 2.9M | Added |
| 9 | SRE | SEMPRA | $219.4M | 2.85% | 2.3M | Added |
| 10 | YUM | YUM BRANDS INC | $213.0M | 2.76% | 1.4M | Trimmed |
| 11 | V | VISA INC | $200.8M | 2.60% | 664,228 | Trimmed |
| 12 | UNH | UNITEDHEALTH GROUP INC | $194.8M | 2.53% | 719,803 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $194.5M | 2.52% | 676,417 | Added |
| 14 | PG | PROCTER & GAMBLE CO | $188.0M | 2.44% | 1.3M | Trimmed |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | $186.6M | 2.42% | 1.2M | Trimmed |
| 16 | XEL | XCEL ENERGY INC | $184.0M | 2.39% | 2.3M | Added |
| 17 | EVRG | EVERGY INC | $183.7M | 2.38% | 2.2M | Trimmed |
| 18 | D | DOMINION ENERGY INC | $171.7M | 2.23% | 2.8M | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $159.4M | 2.07% | 332,614 | Added |
| 20 | CMS | CMS ENERGY CORP | $156.7M | 2.03% | 2.0M | Added |
| 21 | INTU | INTUIT | $156.7M | 2.03% | 362,416 | Added |
| 22 | MSCI | MSCI INC | $150.5M | 1.95% | 279,153 | Trimmed |
| 23 | LNT | ALLIANT ENERGY CORP | $146.0M | 1.89% | 2.0M | Trimmed |
| 24 | WEC | WEC ENERGY GROUP INC | $146.0M | 1.89% | 1.3M | Trimmed |
| 25 | NFLX | NETFLIX INC. | $144.2M | 1.87% | 1.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31