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CIK: 0001847838
Total reported value
$11.6B
$11.6B
740 檔
21.6%
According to the latest 13F quarterly dataset, B. Metzler seel. Sohn & Co. AG managed an equity portfolio of $11.6B at the end of Q1 2025, spanning 740 distinct U.S. exchange-listed positions.
During Q1 2025, B. Metzler seel. Sohn & Co. AG's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 740 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.69% | -1.56% | +3.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.14% | +1.16% | +3.10% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.16% | -0.42% | +3.62% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.33% | +0.33% | +4.20% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.47% | -0.34% | +0.54% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.28% | +0.02% | -20.25% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.04% | -0.03% | +2.49% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.03% | -0.68% | +45.87% | |
| 9 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.90% | -0.51% | +4.76% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.39% | +0.16% | +10.11% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 2.34% | -0.71% | +87.55% | |
| 12 | SPGI | S&p Global Inc | Stock-Financials | 2.17% | -0.45% | -3.40% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | -0.75% | +85.97% | |
| 14 | C | Citigroup Inc | Stock-Financials | 1.92% | -0.13% | +2230.82% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.83% | +0.88% | +0.81% | |
| 16 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.74% | -0.04% | +60.51% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.46% | +33.78% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.57% | -1.13% | +289.24% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.34% | -0.72% | +6.15% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.32% | -0.04% | +2.22% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.88% | +12.96% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.05% | -0.03% | +11.31% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 0.92% | +0.01% | +1425.85% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.02% | +4.49% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.28% | +17.77% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.36% | +1.47% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.24% | -25.19% | |
| 28 | APH | Amphenol Corp-cl A | Stock-Tech | 0.69% | +0.13% | +14.48% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.66% | +0.36% | +31.08% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.62% | -0.09% | +75.29% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | -0.31% | +12.90% | |
| 32 | SNPS | Synopsys Inc | Stock-Tech | 0.57% | -0.01% | +31.81% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.01% | +12.39% | |
| 34 | CTAS | Cintas CORP | Stock-Industrials | 0.52% | -0.19% | -3.26% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | +0.06% | +12.14% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.01% | — | |
| 37 | BR | Broadridge Financial Solutio | Stock-Tech | 0.52% | -0.18% | +3.46% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.18% | +2.03% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.50% | -0.03% | +9.63% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.47% | -0.01% | +38.11% | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.45% | -0.01% | +0.07% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.43% | +0.09% | +2.26% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.06% | -4.29% | |
| 44 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.42% | -0.04% | +10.09% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.14% | -1.24% | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.41% | +0.10% | +9.42% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.02% | +5.32% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | -0.03% | +6.91% | |
| 49 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.35% | +0.01% | +51.09% | |
| 50 | IT | Gartner Inc | Stock-Tech | 0.32% | — | EXIT |
According to official SEC Form 13F filings, B. Metzler seel. Sohn & Co. AG reported a total U.S. public equity portfolio value of $11.6B across 740 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 21.6% of total reported equity market value during Q1 2025.
During Q1 2025, B. Metzler seel. Sohn & Co. AG's top holdings by market value included MSFT (6.7%)、AAPL (6.1%)、AMZN (5.2%). The largest single position, MSFT, represented 6.7% of total portfolio value.
In Q1 2025, B. Metzler seel. Sohn & Co. AG made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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