SEC 13F Intelligence

Managers / Q3 2025 · view latest →

B. Metzler seel. Sohn & Co. AG

CIK 0001847838 · UNTERMAINANLAGE 1, FRANKFURT, 2M, 60329 · (49) 69 2104-0

Reported Value
$11.3B
Q3 2025
Positions
1,145
Filings on Record
18
2019–present window
Filed
Nov 13, 2025
original filing

Summary

B. Metzler Seel. Sohn & Co. AG reported $11.3B in U.S.-listed holdings across 1,145 positions for Q3 2025.

Its largest position, NVDA, represents 3.1% of the portfolio.

Compared with Q2 2025, the fund opened 24 new positions and exited 20.

Portfolio Metrics

Turnover
+6.0%
vs prior filed quarter
Top-10 Concentration
+22.6%
share of reported value
Largest Position
+3.1%
Nvidia
New / Exited
24 / 20
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $7.7BQ4 ’21Q1 ’22: $7.5BQ2 ’22: $6.1BQ3 ’22: $5.5BQ3 ’22Q4 ’22: $5.9BQ1 ’23: $6.4BQ2 ’23: $7.4BQ2 ’23Q3 ’23: $6.6BQ4 ’23: $7.8BQ1 ’24: $9.1BQ1 ’24Q2 ’24: $10.4BQ3 ’24: $10.1BQ4 ’24: $9.7BQ4 ’24Q1 ’25: $9.7BQ2 ’25: $10.5BQ3 ’25: $11.3BQ3 ’25Q4 ’25: $11.5BQ1 ’26: $10.8Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 96.9%ADR: 2.3%REIT: 0.7%Tracking Stk: 0.0%Other: 0.0%
  • Common Stock · 96.9% · $11.0B
  • ADR · 2.3% · $263M
  • REIT · 0.7% · $85M
  • Tracking Stk · 0.0% · $3M
  • Other · 0.0% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
QXOQXO INC.NEW+232.0K232.0K+$4M$4M
UMBFUMB FINL CORP.NEW+27.2K27.2K+$3M$3M
YMMFULL TRUCKNEW+203.4K203.4K+$3M$3M
AGXARGAN INC.NEW+9.6K9.6K+$3M$3M
DYDYCOM INDS INC.NEW+7.9K7.9K+$2M$2M
RBRKRUBRIK INC.NEW+27.2K27.2K+$2M$2M
RRCRANGE RES CORP.NEW+58.5K58.5K+$2M$2M
LEUCENTRUS ENERGYNEW+6.8K6.8K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

29 positions
#IssuerClass% PortfolioValueShares
1MSFTMICROSOFThistory →COM7.05%$800M1.54M
2AAPLAPPLE INC.history →COM6.17%$700M2.75M
3NVDANVIDIA CORP.history →COM5.88%$667M3.58M
4GOOGLALPHABET INC.history →CAP STK CL A5.40%$612M2.52M
5AMZNAMAZON.COM INC.history →COM5.17%$586M2.67M
6METAMETA PLATFORMS INChistory →CL A3.59%$407M553.8K
7VVISA INC.history →COM CL A2.41%$273M799.7K
8TMOTHERMO FISHER SCIENTIFIC INChistory →COM2.31%$262M541.1K
9KOCOCA-COLA CO.history →COM2.00%$226M3.42M
10PGPROCTER GAMBLEhistory →COM1.94%$220M1.44M
11ABTABBOTT LABShistory →COM1.92%$218M1.63M
12AVGOBROADCOM INC.history →COM1.80%$204M618.0K
13MCDMCDONALDS CORP.history →COM1.79%$203M669.4K
14SPGIS&P GLOBAL INC.history →COM1.47%$167M342.9K
15JPMJPMORGAN CHASEhistory →COM1.44%$163M517.4K
16PANWPALO ALTO NETWKShistory →COM1.27%$144M709.5K
17TRVCCITIGROUP INC.history →COM NEW1.05%$119M1.17M
18MAMASTERCARD INC.history →CL A0.90%$102M180.2K
19TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS0.88%$100M358.5K
20ABBVABBVIE INC.history →COM0.83%$95M408.4K
21PEPPEPSICO INC.history →COM0.80%$91M645.2K
22APHAMPHENOL CORP.history →CL A0.75%$85M686.0K
23CRMSALESFORCE INC.history →COM0.72%$82M345.7K
24LLYELI LILLYhistory →COM0.69%$78M102.8K
25VRTXVERTEX PHARMACEUTICALS INChistory →COM0.63%$71M181.4K
26HDHOME DEPOT INC.history →COM0.58%$66M161.8K
27BKNGBOOKING HLDGShistory →COM0.47%$53M9.9K
28NFLXNETFLIX INC.history →COM0.46%$52M43.3K
29CITCINTAS CORP.history →COM0.42%$48M232.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$10.8B1,137May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$11.5B1,152Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$11.3B1,145Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$10.5B1,146Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$9.7B1,171May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$9.7B1,175Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$10.1B1,179Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$10.4B1,175Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$9.1B1,177May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$7.8B1,154Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$6.6B1,114Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$7.4B1,094Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$6.4B1,083May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.9B1,062Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$5.5B1,060Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$6.1B1,074Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$7.5B1,123May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$7.7B1,063Feb 11, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Metzler Asset Management GmbH028-21097

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 ↗.