Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001218210 · 2026 Q2 · vs 2026 Q1 · Filed 5 Aug 2026 (18 days ago)

NORDEA INVESTMENT MANAGEMENT AB

Reported book: $122.6B
Positions: 921

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 921 positions · 90% of the book

CutAdded· vs 2026 Q1

NVDA$7.9B▲ +$969.6M AAPL$6.6B▲ +$1.0B MSFT$5.0B· +$46.1M AVGO$3.6B▲ +$552.7M AMZN$3.5B▲ +$400.3M GOOGL$3.2B▲ +$638.1M GOOG$3.1B▲ +$649.1M MU$2.2B▲ +$1.5B LRCX$2.1B▲ +$873.1M AMD$1.8B▲ +$925.4M LLY$1.8B▲ +$449.2M CSCO$1.7B▲ +$448.3M AMAT$1.5B▲ +$786.4M META$1.4B JNJ$1.3B JPM$1.2B ABBV$1.2B C$1.2B TJX$1.1B MA$1.1B FTNT$1.0B TT$992.6M GEV$928.2M DELL$925.6M AXP$890.0M WAB$835.5M V$828.5M AMGN$802.3M MRVL$779.9M MCK$752.9M NFLX$749.8M EMR CRWD WM EBAY INTC GILD EQIX EXC ROK HIG ANET LIN SNA HCA NEE STLD WFC CFG UPS ECL STT WELL ZTS NOW BMY TSLA NEM PANW MRK IR NUE SCHW VZ MET RCL IEX KR SYF CI CGNX CTAS PNR GIS PEP KHC GE TEL GFL KO COR CRM DG AMT JCI KMB TGT KLAC EME WMT A CAH CEG CMI WDC RRX UBER BKNG CAT ZBRA CRH DHR APTV SFM RMD PWR SYK AWK LH FTV PG VRT TWLO DIS LKQ MAS RSG SW HWM CVS PRU WSM ADBE SBAC REGN DLTR MCO SNPS MTZ TRV AME GS RDDT MS INTU MTD CBOE OC EXPD WTRG XOM DY SPOT MSCI HBAN ADI HSY GPN NTNX MDLZ URI ALLE BRK-B ALL CLH

Shares added · vs 2026 Q1

Ranked by dollar move

AAPL$6.6B held · +1% of shares · +$1.0B value+339.3K sh
GOOG$3.1B held · +0% of shares · +$649.1M value+36.2K sh
INTC$654.2M held · +328% of shares · +$607.0M value+3.65M sh
LLY$1.8B held · +1% of shares · +$449.2M value+15.4K sh
GEV$928.2M held · +29% of shares · +$394.1M value+186.0K sh
BMY$462.9M held · +296% of shares · +$341.0M value+6.02M sh
CRWD$667.8M held · +3% of shares · +$339.1M value+27.4K sh
IR$444.7M held · +225% of shares · +$314.4M value+3.78M sh
ROK$607.9M held · +27% of shares · +$264.8M value+261.3K sh
C$1.2B held · +1% of shares · +$263.7M value+68.4K sh
ABBV$1.2B held · +10% of shares · +$261.3M value+422.6K sh
ZTS$471.7M held · +12% of shares · -$208.1M value+727.5K sh
WDC$295.3M held · +20% of shares · +$196.2M value+75.0K sh
NFLX$749.8M held · +5% of shares · -$187.7M value+448.3K sh
HBAN$187.3M held · +1849% of shares · +$179.0M value+9.99M sh
JPM$1.2B held · +2% of shares · +$173.5M value+72.1K sh
CAH$308.7M held · +96% of shares · +$170.9M value+634.4K sh
DG$358.0M held · +89% of shares · +$167.2M value+1.46M sh
FTV$253.9M held · +157% of shares · +$165.8M value+2.55M sh
GE$392.2M held · +27% of shares · +$161.2M value+222.7K sh
REGN$227.4M held · +285% of shares · +$155.0M value+269.2K sh
TRV$224.7M held · +173% of shares · +$153.2M value+429.2K sh
VRT$253.4M held · +85% of shares · +$152.0M value+360.2K sh
BKNG$284.7M held · -40% of shares · -$147.1M value · 25:1 split-1.07M sh
JNJ$1.3B held · +7% of shares · +$139.5M value+340.3K sh
SNDK$155.2M held · +168% of shares · +$139.1M value+45.0K sh
FN$156.6M held · +634% of shares · +$137.4M value+243.1K sh
HSY$182.6M held · +371% of shares · +$136.8M value+809.1K sh
STLD$519.6M held · +1% of shares · +$133.2M value+32.4K sh
AXP$890.0M held · +3% of shares · +$130.9M value+66.1K sh
EXC$618.5M held · +29% of shares · +$119.5M value+2.94M sh
NUE$439.5M held · +1% of shares · +$117.5M value+24.8K sh
ICE$127.8M held · +1363% of shares · +$116.7M value+964.8K sh
DPZ$135.6M held · +642% of shares · +$113.8M value+398.4K sh
IBM$135.3M held · +405% of shares · +$112.2M value+393.8K sh
KLAC$326.4M held · -27% of shares · +$111.5M value · 10:1 split-417.1K sh
RPRX$146.2M held · +227% of shares · +$108.8M value+1.79M sh
TWLO$253.2M held · +7% of shares · +$108.2M value+84.3K sh
UNP$142.4M held · +235% of shares · +$104.9M value+369.2K sh
EQIX$628.9M held · +10% of shares · +$104.2M value+55.0K sh
META$1.4B held · +8% of shares · +$101.6M value+182.6K sh
MET$429.0M held · +5% of shares · +$100.4M value+245.2K sh
EXPD$198.2M held · +75% of shares · +$98.7M value+526.5K sh
SCHW$436.5M held · +28% of shares · +$96.9M value+1.03M sh
CMI$296.6M held · +8% of shares · +$92.3M value+29.8K sh
MCK$752.9M held · +2% of shares · -$89.0M value+16.5K sh
UPS$501.6M held · +9% of shares · +$84.2M value+371.5K sh
WSM$241.3M held · +15% of shares · +$81.4M value+134.2K sh
WELL$479.7M held · +3% of shares · +$81.0M value+69.4K sh
OC$198.7M held · +11% of shares · +$80.6M value+128.2K sh
AIG$108.3M held · +284% of shares · +$80.3M value+1.07M sh
RRX$293.6M held · +10% of shares · +$78.9M value+114.4K sh
PRIM$86.2M held · +1482% of shares · +$78.5M value+831.2K sh
CI$409.7M held · +16% of shares · +$78.0M value+201.7K sh
KMB$351.9M held · +10% of shares · +$72.7M value+290.5K sh
ALL$159.9M held · +52% of shares · +$70.4M value+225.8K sh
NXPI$136.7M held · +40% of shares · +$70.2M value+139.8K sh
TSLA$459.8M held · +3% of shares · +$68.5M value+31.1K sh
PNR$402.0M held · +35% of shares · +$66.2M value+1.36M sh
SNA$558.0M held · +1% of shares · +$65.6M value+19.7K sh
FIX$81.9M held · +226% of shares · +$65.1M value+28.7K sh
UBER$285.0M held · +24% of shares · +$64.6M value+743.9K sh
RDDT$213.5M held · +7% of shares · +$62.5M value+84.4K sh
SYF$411.0M held · +1% of shares · +$62.3M value+51.5K sh
KHC$399.2M held · +8% of shares · +$58.6M value+1.27M sh
CRDO$58.7M held · +1129% of shares · +$57.2M value+200.7K sh
ILMN$177.9M held · +3% of shares · +$56.8M value+26.0K sh
CPRT$82.9M held · +264% of shares · +$56.6M value+2.13M sh
STX$66.8M held · +123% of shares · +$55.2M value+38.0K sh
NTNX$179.1M held · +6% of shares · +$52.9M value+196.1K sh
HLI$57.8M held · +744% of shares · +$50.6M value+379.6K sh
ADI$183.5M held · +7% of shares · +$50.5M value+31.5K sh
DLTR$227.1M held · +14% of shares · +$50.0M value+232.1K sh
JCI$354.5M held · +2% of shares · +$49.9M value+46.2K sh
MS$205.9M held · +1% of shares · +$49.6M value+7.6K sh
NBIX$54.2M held · +640% of shares · +$48.5M value+275.9K sh
VEEV$147.3M held · +48% of shares · +$47.1M value+273.6K sh
KR$413.8M held · +18% of shares · -$44.4M value+1.16M sh
A$310.8M held · +0% of shares · +$44.2M value+4.4K sh
INTU$202.3M held · +34% of shares · -$43.9M value+194.9K sh
DAL$121.2M held · +6% of shares · +$43.4M value+70.4K sh
GFL$380.1M held · +27% of shares · +$43.2M value+2.22M sh
UHS$44.4M held · +3168% of shares · +$42.7M value+291.5K sh
NOW$463.2M held · +18% of shares · +$42.6M value+739.3K sh
RMD$269.6M held · +34% of shares · +$42.5M value+354.6K sh
TGT$349.8M held · +4% of shares · +$42.0M value+91.0K sh
ECL$499.3M held · +2% of shares · +$41.6M value+33.4K sh
BAC$151.0M held · +14% of shares · +$41.4M value+331.4K sh
WFC$509.1M held · +2% of shares · +$41.1M value+93.7K sh
DVN$43.7M held · +1744% of shares · +$40.8M value+983.4K sh
EME$323.4M held · +1% of shares · +$39.3M value+2.5K sh
ADBE$230.8M held · +1% of shares · -$38.8M value+13.5K sh
TSM$100.7M held · +13% of shares · +$38.5M value+24.5K sh
TJX$1.1B held · +0% of shares · -$38.4M value+20.0K sh
OMC$39.4M held · +1588% of shares · +$37.0M value+514.6K sh
DLR$163.1M held · +27% of shares · +$36.8M value+191.7K sh
ADM$39.8M held · +781% of shares · +$35.5M value+456.2K sh
DECK$39.3M held · +876% of shares · +$35.4M value+356.7K sh
FANG$39.5M held · +964% of shares · +$35.3M value+199.8K sh
BE$46.9M held · +77% of shares · +$35.2M value+70.1K sh

1–100 of 481

Shares cut · vs 2026 Q1

Ranked by dollar move

MU$2.2B held · -2% of shares · +$1.5B value-45.4K sh
NVDA$7.9B held · -2% of shares · +$969.6M value-617.6K sh
AMD$1.8B held · -26% of shares · +$925.4M value-1.10M sh
LRCX$2.1B held · -20% of shares · +$873.1M value-1.22M sh
AMAT$1.5B held · -2% of shares · +$786.4M value-43.8K sh
GOOGL$3.2B held · -1% of shares · +$638.1M value-71.4K sh
DELL$925.6M held · -1% of shares · +$583.2M value-19.0K sh
MRK$445.1M held · -59% of shares · -$574.1M value-5.02M sh
AVGO$3.6B held · -5% of shares · +$552.7M value-523.9K sh
FTNT$1.0B held · -2% of shares · +$475.5M value-131.6K sh
MRVL$779.9M held · -23% of shares · +$457.0M value-799.3K sh
CSCO$1.7B held · -12% of shares · +$448.3M value-2.02M sh
AMZN$3.5B held · -3% of shares · +$400.3M value-449.5K sh
LIN$561.9M held · -43% of shares · -$374.4M value-802.7K sh
BDX$119.0M held · -68% of shares · -$257.1M value-1.65M sh
RSG$249.4M held · -46% of shares · -$223.1M value-992.9K sh
AKAM$64.2M held · -78% of shares · -$207.8M value-1.89M sh
AFL$7.3M held · -97% of shares · -$202.7M value-1.88M sh
BRK-B$160.1M held · -57% of shares · -$192.1M value-419.4K sh
DASH$92.0M held · -74% of shares · -$191.9M value-1.41M sh
FERG$8.3M held · -96% of shares · -$171.7M value-752.1K sh
VLTO$52.5M held · -77% of shares · -$170.2M value-1.96M sh
ADP$82.7M held · -68% of shares · -$152.1M value-784.4K sh
NEE$538.8M held · -18% of shares · -$143.8M value-1.32M sh
WM$657.2M held · -15% of shares · -$136.5M value-510.7K sh
ZBRA$277.4M held · -46% of shares · -$136.1M value-934.2K sh
PLTR$136.8M held · -36% of shares · -$127.4M value-677.0K sh
STT$482.5M held · -1% of shares · +$126.8M value-20.1K sh
HCA$553.7M held · -1% of shares · -$117.2M value-17.6K sh
CGNX$407.4M held · -5% of shares · +$115.2M value-321.5K sh
PANW$452.1M held · -37% of shares · +$113.7M value-804.1K sh
WTRG$197.0M held · -32% of shares · -$104.9M value-2.37M sh
LKQ$250.4M held · -22% of shares · -$104.1M value-2.65M sh
PINS$7.8M held · -94% of shares · -$103.2M value-5.73M sh
SNPS$225.9M held · -39% of shares · -$100.0M value-325.7K sh
ANET$580.7M held · -15% of shares · +$99.9M value-619.9K sh
VZ$433.1M held · -4% of shares · -$97.6M value-383.0K sh
V$828.5M held · -2% of shares · +$96.3M value-42.8K sh
CAT$282.6M held · -3% of shares · +$94.7M value-8.4K sh
NEM$456.5M held · -5% of shares · -$90.3M value-240.6K sh
JKHY$4.8M held · -94% of shares · -$86.2M value-549.7K sh
SPGI$82.8M held · -49% of shares · -$83.0M value-193.2K sh
TT$992.6M held · -23% of shares · -$82.1M value-610.7K sh
CFG$509.0M held · -1% of shares · +$78.9M value-63.2K sh
GILD$647.9M held · -2% of shares · -$78.7M value-108.1K sh
PFE$55.5M held · -51% of shares · -$77.8M value-2.46M sh
CRM$358.6M held · -1% of shares · -$75.5M value-24.3K sh
AMGN$802.3M held · -11% of shares · -$73.9M value-279.6K sh
IEX$419.0M held · -2% of shares · +$70.0M value-31.3K sh
AVB$3.0M held · -97% of shares · -$70.0M value-438.8K sh
ES$5.7M held · -92% of shares · -$64.7M value-952.3K sh
MCD$54.6M held · -48% of shares · -$64.3M value-183.4K sh
ALGN$1.0M held · -98% of shares · -$63.4M value-379.5K sh
RPM$1.9M held · -97% of shares · -$61.0M value-626.9K sh
MA$1.1B held · -9% of shares · -$60.8M value-205.9K sh
DHR$271.6M held · -20% of shares · -$59.6M value-347.8K sh
PWR$266.7M held · -4% of shares · +$59.3M value-15.3K sh
PEP$401.0M held · -1% of shares · -$58.7M value-29.0K sh
EBAY$654.9M held · -11% of shares · +$57.9M value-706.8K sh
IQV$60.9M held · -55% of shares · -$57.6M value-389.2K sh
NKE$5.4M held · -89% of shares · -$56.7M value-1.06M sh
CBOE$199.3M held · -8% of shares · -$55.2M value-73.5K sh
CTAS$404.7M held · -13% of shares · -$52.3M value-344.0K sh
APTV$271.3M held · -4% of shares · -$47.2M value-174.1K sh
CVS$244.0M held · -42% of shares · -$46.7M value-1.75M sh
RCL$420.5M held · -6% of shares · +$46.1M value-89.8K sh
MSFT$5.0B held · -1% of shares · +$46.1M value-103.2K sh
URI$162.0M held · -12% of shares · +$45.2M value-19.3K sh
ACM$4.7M held · -88% of shares · -$45.1M value-525.2K sh
DOX$91.6M held · -14% of shares · -$43.3M value-298.1K sh
EL$9.2M held · -84% of shares · -$41.3M value-617.2K sh
CEG$303.0M held · -5% of shares · -$39.2M value-64.8K sh
ROL$2.3M held · -93% of shares · -$38.6M value-716.4K sh
GM$23.9M held · -63% of shares · -$38.2M value-531.0K sh
MELI$141.3M held · -21% of shares · -$37.3M value-23.0K sh
AXON$6.9M held · -88% of shares · -$37.2M value-93.2K sh
DY$194.2M held · -20% of shares · +$36.4M value-97.2K sh
BABA$107.3M held · -4% of shares · -$36.0M value-48.6K sh
GS$215.6M held · -4% of shares · +$35.1M value-8.7K sh
SNX$20.3M held · -78% of shares · -$34.6M value-270.8K sh
CDNS$48.0M held · -58% of shares · -$33.7M value-172.3K sh
CL$64.8M held · -40% of shares · -$33.2M value-463.9K sh
HWM$245.3M held · -2% of shares · +$32.6M value-21.0K sh
PAYX$8.5M held · -80% of shares · -$31.9M value-349.6K sh
APH$165.2M held · -13% of shares · +$31.7M value-143.9K sh
MKSI$102.5M held · -29% of shares · +$31.1M value-94.2K sh
KO$378.9M held · -15% of shares · -$30.8M value-793.7K sh
EQH$64.8M held · -44% of shares · -$30.4M value-1.18M sh
ELV$10.8M held · -80% of shares · -$30.1M value-113.6K sh
IFF$69.8M held · -35% of shares · -$29.8M value-486.2K sh
FCX$5.7M held · -85% of shares · -$29.8M value-533.7K sh
AWK$263.5M held · -7% of shares · -$29.8M value-157.4K sh
POOL$1.7M held · -95% of shares · -$28.7M value-142.7K sh
WAB$835.5M held · -13% of shares · -$28.4M value-462.7K sh
FISV$96.0M held · -11% of shares · -$28.0M value-259.4K sh
VRSK$6.7M held · -80% of shares · -$27.9M value-146.0K sh
POR$21.4M held · -56% of shares · -$27.4M value-521.5K sh
MEDP$26.2M held · -57% of shares · -$26.5M value-64.4K sh
YUM$4.9M held · -85% of shares · -$26.4M value-173.1K sh
CMCSA$82.0M held · -11% of shares · -$25.8M value-427.2K sh

1–100 of 316

Opened (119)

1 moved by a corporate action (dashed).

Closed (61)

4 moved by a corporate action (dashed).

TM