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.
M&G INVESTMENT MANAGEMENT LTD (CIK 922898) reported $28.24B across 335 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: FERG ($6.37B, 22.57%), DEC ($3.46B, 12.25%), IDCC ($2.01B, 7.13%), BUR ($1.75B, 6.21%), MSFT ($868.9M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FERG | FERGUSON PLC NEW | $6.37B | 22.57% | 331,482 | Trimmed |
| 2 | DEC | DIVERSIFIED ENERGY COMPANY P | $3.46B | 12.25% | 2.4M | New |
| 3 | IDCC | INTERDIGITAL INC | $2.01B | 7.13% | 6.6M | Trimmed |
| 4 | BUR | BURFORD CAP LTD | $1.75B | 6.21% | 1.1M | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $868.9M | 3.08% | 2.3M | Trimmed |
| 6 | AVGO | BROADCOM INC | $712.2M | 2.52% | 638,201 | Trimmed |
| 7 | MEOH | METHANEX CORP | $616.3M | 2.18% | 13.1M | Trimmed |
| 8 | BMY | BRISTOL-MYERS SQUIBB CO | $366.5M | 1.30% | 7.2M | Added |
| 9 | GOOGL | ALPHABET INC | $329.9M | 1.17% | 2.4M | Added |
| 10 | V | VISA INC | $325.0M | 1.15% | 1.3M | Trimmed |
| 11 | MDT | MEDTRONIC PLC | $267.9M | 0.95% | 3.3M | Added |
| 12 | NEE | NEXTERA ENERGY INC | $264.5M | 0.94% | 4.3M | Added |
| 13 | VFC | V F CORP | $235.9M | 0.84% | 12.4M | Added |
| 14 | CCI | CROWN CASTLE INC | $233.2M | 0.83% | 2.0M | Trimmed |
| 15 | UNH | UNITEDHEALTH GROUP INC | $232.5M | 0.82% | 441,984 | Added |
| 16 | ADI | ANALOG DEVICES INC | $220.5M | 0.78% | 1.1M | Trimmed |
| 17 | FNV | FRANCO NEV CORP | $215.6M | 0.76% | 1.9M | Added |
| 18 | KO | COCA COLA CO | $214.4M | 0.76% | 3.6M | Trimmed |
| 19 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $210.0M | 0.74% | 1.7M | Trimmed |
| 20 | ELV | ELEVANCE HEALTH INC | $204.1M | 0.72% | 432,478 | Trimmed |
| 21 | LOW | LOWES COS INC | $198.9M | 0.70% | 892,138 | Added |
| 22 | EQIX | EQUINIX INC | $188.5M | 0.67% | 234,199 | Trimmed |
| 23 | BLK | BLACKROCK INC | $187.0M | 0.66% | 230,316 | Trimmed |
| 24 | AMT | AMERICAN TOWER CORP NEW | $180.3M | 0.64% | 834,751 | Trimmed |
| 25 | UBS | UBS GROUP AG | $172.5M | 0.61% | 5.6M | Trimmed |
Source: SEC Form 13F filings · as of 2023-12-31