SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Covea Finance

CIK 0001636948 · 8 - 12 RUE BOISSY D'ANGLAS, PARIS, I0, 75008 · 33 0 1 40 06 26 42

Reported Value
$2.9B
Q3 2025
Positions
122
Filings on Record
18
2019–present window
Filed
Oct 16, 2025
original filing

Summary

Covea Finance reported $2.9B in U.S.-listed holdings across 122 positions for Q3 2025.

Its largest position, MSFT, represents 7.0% of the portfolio.

Compared with Q2 2025, the fund opened 7 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $1.1BQ4 ’21Q1 ’22: $912MQ2 ’22: $714MQ3 ’22: $1.9BQ3 ’22Q4 ’22: $2.0BQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $1.8BQ4 ’23: $2.1BQ1 ’24: $2.1BQ1 ’24Q2 ’24: $2.2BQ3 ’24: $2.3BQ4 ’24: $2.2BQ4 ’24Q1 ’25: $2.2BQ2 ’25: $2.7BQ3 ’25: $2.9BQ3 ’25Q4 ’25: $3.0BQ1 ’26: $2.9Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 99.7%REIT: 0.3%
  • Common Stock · 99.7% · $2.9B
  • REIT · 0.3% · $9M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.9B146Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.0B128Jan 7, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.9B122Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.7B119Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.2B114Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.2B106Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.3B107Oct 10, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.2B105Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.1B106Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.1B109Jan 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.8B108Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023$2M108Jul 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$2M107Apr 17, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.0B123Feb 2, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.9B128Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$714M53Jul 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$912M54Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.1B54Feb 9, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.