13F holdings
MACQUARIE GROUP LTD portfolio
Managed by . 813 reported positions worth $16.8B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$16.8B
Book value
813
Positions
33%
Top 10 weight
+49
New this quarter
-66
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (49)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| CAR | AVIS BUDGET GROUP INC | $28.4M | 194,867 | 0.17% |
| JHX | JAMES HARDIE INDS PLC | $25.5M | 1,347,770 | 0.15% |
| AZN | ASTRAZENECA PLC | $23.7M | 120,191 | 0.14% |
| MAN | MANPOWERGROUP INC WIS | $22.9M | 776,893 | 0.14% |
| BWA | BORGWARNER INC | $22.6M | 417,195 | 0.13% |
| ASTS | AST SPACEMOBILE INC | $8.3M | 100,652 | 0.05% |
| RITM | RITHM CAPITAL CORP | $7.8M | 822,466 | 0.05% |
| SFD | SMITHFIELD FOODS INC | $7.1M | 252,106 | 0.04% |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $4.2M | 210,000 | 0.02% |
| AMCR | AMCOR PLC | $4.0M | 101,646 | 0.02% |
| NJR | NEW JERSEY RES CORP | $3.9M | 70,587 | 0.02% |
| VSNT | VERSANT MEDIA GROUP INC | $2.3M | 63,320 | 0.01% |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $1.5M | 167,941 | 0.01% |
| LYFT | LYFT INC | $1.3M | 95,225 | 0.01% |
| DAR | DARLING INGREDIENTS INC | $1.3M | 20,278 | 0.01% |
| EXLS | EXLSERVICE HLDGS INC | $1.2M | 37,983 | 0.01% |
| CW | CURTISS WRIGHT CORP | $1.1M | 1,585 | 0.01% |
| CMTG | CLAROS MTG TR INC | $1.1M | 452,533 | 0.01% |
| CHWY | CHEWY INC | $1.0M | 38,730 | 0.01% |
| CASY | CASEYS GEN STORES INC | $866,881 | 1,191 | 0.01% |
| W | WAYFAIR INC | $756,688 | 10,061 | 0.00% |
| PNFP | PINNACLE FINL PARTNERS INC | $718,752 | 8,344 | 0.00% |
| FTAI | FTAI AVIATION LTD | $628,425 | 2,565 | 0.00% |
| AU | ANGLOGOLD ASHANTI PLC | $534,312 | 5,488 | 0.00% |
| WRBY | WARBY PARKER INC | $500,160 | 23,738 | 0.00% |
Closed out (66)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AMCR | AMCOR PLC | $26.5M | 3,183,197 | 0.00% |
| JANUS HENDERSON GROUP PL | JANUS HENDERSON GROUP PLC | $8.8M | 184,879 | 0.00% |
| VNQ | VANGUARD INDEX FDS | $3.5M | 39,316 | 0.00% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $3.4M | 163,905 | 0.00% |
| MANH | MANHATTAN ASSOCIATES INC | $3.3M | 19,161 | 0.00% |
| BABA | ALIBABA GROUP HLDG LTD | $2.9M | 20,093 | 0.00% |
| 1RG | REV GROUP INC | $2.7M | 45,219 | 0.00% |
| DOX | AMDOCS LTD | $2.2M | 27,712 | 0.00% |
| SHOP | SHOPIFY INC | $2.0M | 12,296 | 0.00% |
| QFIN | QFIN HOLDINGS INC | $1.9M | 96,517 | 0.00% |
| ICLR | ICON PLC | $1.8M | 10,106 | 0.00% |
| PLYM | PLYMOUTH INDL REIT INC | $1.7M | 77,319 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $1.6M | 3,609 | 0.00% |
| WMG | WARNER MUSIC GROUP CORP | $1.5M | 49,861 | 0.00% |
| KWEB | KRANESHARES TRUST | $1.5M | 42,750 | 0.00% |
| USMV | ISHARES TR | $1.4M | 15,181 | 0.00% |
| CALM | CAL MAINE FOODS INC | $1.3M | 15,880 | 0.00% |
| DT | DYNATRACE INC | $1.3M | 29,151 | 0.00% |
| REM | ISHARES TR | $1.1M | 51,040 | 0.00% |
| ARGX | ARGENX SE | $1.1M | 1,331 | 0.00% |
| ONC | BEONE MEDICINES LTD | $1.0M | 3,421 | 0.00% |
| EWT | ISHARES INC | $952,950 | 15,000 | 0.00% |
| SN | SHARKNINJA INC | $935,484 | 8,360 | 0.00% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $880,658 | 18,128 | 0.00% |
| ATHM | AUTOHOME INC | $824,421 | 37,036 | 0.00% |
Added to (145)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $871.5M | 1,340,025 | 5.20% | +577% |
| MU | MICRON TECHNOLOGY INC | $281.2M | 832,256 | 1.68% | +5% |
| CSCO | CISCO SYS INC | $217.0M | 2,800,725 | 1.29% | +18% |
| PM | PHILIP MORRIS INTL INC | $162.2M | 981,304 | 0.97% | +19% |
| HONGBP | HONEYWELL INTL INC | $123.6M | 546,674 | 0.74% | +21% |
| VZ | VERIZON COMMUNICATIONS INC | $111.9M | 2,230,891 | 0.67% | +3% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.0M | 229,556 | 0.66% | +6% |
| NEM | NEWMONT CORP | $100.8M | 930,865 | 0.60% | +3% |
| BPOP | POPULAR INC | $91.4M | 681,289 | 0.55% | +2% |
| IVZ | INVESCO LTD | $81.0M | 3,335,304 | 0.48% | +12% |
| WMT | WALMART INC | $70.8M | 569,831 | 0.42% | +1% |
| MO | ALTRIA GROUP INC | $70.0M | 1,060,857 | 0.42% | +9% |
| PFE | PFIZER INC | $65.2M | 2,321,799 | 0.39% | +21% |
| TFC | TRUIST FINL CORP | $62.8M | 1,366,352 | 0.37% | +5% |
| KLAC | KLA CORP | $61.1M | 41,521 | 0.36% | +59% |
Trimmed (540)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PAYC | PAYCOM SOFTWARE INC | $243 | 2 | 0.00% | -100% |
| LUV | SOUTHWEST AIRLS CO | $608,859 | 16,206 | 0.00% | -98% |
| LW | LAMB WESTON HLDGS INC | $4,775 | 113 | 0.00% | -98% |
| COO | COOPER COS INC | $847,418 | 11,852 | 0.01% | -98% |
| LIF | LIFE360 INC | $252,023 | 6,174 | 0.00% | -97% |
| FLUT | FLUTTER ENTMT PLC | $36,396 | 357 | 0.00% | -97% |
| MICC | MAGNUM ICE CREAM CO NV | $79,534 | 5,320 | 0.00% | -96% |
| GPN | GLOBAL PMTS INC | $2.8M | 42,303 | 0.02% | -94% |
| FIS | FIDELITY NATL INFORMATION SV | $2.4M | 50,742 | 0.01% | -91% |
| STLA | STELLANTIS N.V | $2.8M | 393,000 | 0.02% | -88% |
| LITE | LUMENTUM HLDGS INC | $2.7M | 3,848 | 0.02% | -87% |
| REXR | REXFORD INDL RLTY INC | $6.9M | 211,474 | 0.04% | -87% |
| CLX | CLOROX CO DEL | $1.7M | 16,156 | 0.01% | -83% |
| CME | CME GROUP INC | $11.8M | 39,963 | 0.07% | -83% |
| HOOD | ROBINHOOD MKTS INC | $4.2M | 60,380 | 0.02% | -83% |
The book
Largest 150 of 813 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.2B | 1,827,435 | 7.12% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $871.5M | 1,340,025 | 5.20% | — |
| NVDA | NVIDIA CORPORATION | $755.2M | 4,330,472 | 4.50% | — |
| AAPL | APPLE INC | $651.1M | 2,565,436 | 3.88% | — |
| MSFT | MICROSOFT CORP | $392.3M | 1,059,868 | 2.34% | — |
| AVGO | BROADCOM INC | $385.0M | 1,243,966 | 2.30% | — |
| GOOGL | ALPHABET INC | $358.2M | 1,245,603 | 2.14% | — |
| GOOG | ALPHABET INC | $321.5M | 1,120,613 | 1.92% | — |
| VOO | VANGUARD INDEX FDS | $310.7M | 520,000 | 1.85% | — |
| MU | MICRON TECHNOLOGY INC | $281.2M | 832,256 | 1.68% | — |
| AMZN | AMAZON COM INC | $249.3M | 1,196,960 | 1.49% | — |
| EXMOC | EXXON MOBIL CORP | $240.0M | 1,414,465 | 1.43% | — |
| CSCO | CISCO SYS INC | $217.0M | 2,800,725 | 1.29% | — |
| META | META PLATFORMS INC | $200.4M | 350,215 | 1.19% | — |
| PM | PHILIP MORRIS INTL INC | $162.2M | 981,304 | 0.97% | — |
| IBIT | ISHARES BITCOIN TRUST ETF | $159.0M | 4,138,518 | 0.95% | — |
| TSLA | TESLA INC | $152.9M | 411,427 | 0.91% | — |
| C | CITIGROUP INC | $145.6M | 1,284,256 | 0.87% | — |
| GILD | GILEAD SCIENCES INC | $140.8M | 1,010,606 | 0.84% | — |
| T | AT&T INC | $136.1M | 4,695,755 | 0.81% | — |
| WELL | WELLTOWER INC | $133.9M | 677,099 | 0.80% | — |
| WFC | WELLS FARGO & CO | $131.7M | 1,654,883 | 0.79% | — |
| LRCX | LAM RESEARCH CORP | $129.1M | 604,061 | 0.77% | — |
| HONGBP | HONEYWELL INTL INC | $123.6M | 546,674 | 0.74% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $118.8M | 1,958,745 | 0.71% | — |
| MCK | MCKESSON CORP | $116.5M | 134,595 | 0.69% | — |
| NEE | NEXTERA ENERGY INC | $114.1M | 1,228,411 | 0.68% | — |
| VZ | VERIZON COMMUNICATIONS INC | $111.9M | 2,230,891 | 0.67% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.0M | 229,556 | 0.66% | — |
| TJX | TJX COS INC NEW | $107.9M | 675,479 | 0.64% | — |
| MRK | MERCK & CO INC | $104.8M | 870,918 | 0.62% | — |
| PLD | PROLOGIS INC. | $104.2M | 788,348 | 0.62% | — |
| NEM | NEWMONT CORP | $100.8M | 930,865 | 0.60% | — |
| JPM | JPMORGAN CHASE & CO | $96.0M | 327,107 | 0.57% | — |
| LLY | ELI LILLY & CO | $95.3M | 103,586 | 0.57% | — |
| CVS | CVS HEALTH CORP | $95.0M | 1,322,784 | 0.57% | — |
| BPOP | POPULAR INC | $91.4M | 681,289 | 0.55% | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $91.0M | 1,483,262 | 0.54% | — |
| EQIX | EQUINIX INC | $86.4M | 88,108 | 0.51% | — |
| CMCSA | COMCAST CORP NEW | $84.8M | 2,956,286 | 0.51% | — |
| UNP | UNION PAC CORP | $84.8M | 349,315 | 0.51% | — |
| JNJ | JOHNSON & JOHNSON | $81.3M | 332,443 | 0.48% | — |
| IVZ | INVESCO LTD | $81.0M | 3,335,304 | 0.48% | — |
| BKNG | BOOKING HOLDINGS INC | $79.8M | 19,956 | 0.48% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $79.0M | 539,850 | 0.47% | — |
| APH | AMPHENOL CORP | $78.0M | 616,949 | 0.46% | — |
| SO | SOUTHERN CO | $71.5M | 740,742 | 0.43% | — |
| WMT | WALMART INC | $70.8M | 569,831 | 0.42% | — |
| MO | ALTRIA GROUP INC | $70.0M | 1,060,857 | 0.42% | — |
| DUK | DUKE ENERGY CORP NEW | $69.2M | 528,355 | 0.41% | — |
| V | VISA INC | $68.8M | 227,702 | 0.41% | — |
| COST | COSTCO WHOLESALE CORPORATION | $67.7M | 67,965 | 0.40% | — |
| LMT | LOCKHEED MARTIN CORP | $66.2M | 109,567 | 0.39% | — |
| PFE | PFIZER INC | $65.2M | 2,321,799 | 0.39% | — |
| UPS | UNITED PARCEL SVCS INC | $64.0M | 650,132 | 0.38% | — |
| TFC | TRUIST FINL CORP | $62.8M | 1,366,352 | 0.37% | — |
| KLAC | KLA CORP | $61.1M | 41,521 | 0.36% | — |
| QCOM | QUALCOMM INC | $59.4M | 461,049 | 0.35% | — |
| ABBV | ABBVIE INC | $59.3M | 273,227 | 0.35% | — |
| NFLX | NETFLIX INC. | $59.1M | 614,989 | 0.35% | — |
| SPG | SIMON PPTY GROUP INC NEW | $56.8M | 304,644 | 0.34% | — |
| FIX | COMFORT SYS USA INC | $55.7M | 40,363 | 0.33% | — |
| DLR | DIGITAL RLTY TR INC | $54.1M | 300,120 | 0.32% | — |
| PEP | PEPSICO INC | $54.0M | 347,750 | 0.32% | — |
| ETSY | ETSY INC | $53.0M | 1,060,000 | 0.32% | — |
| ETHA | ISHARES ETHEREUM TR | $52.1M | 3,289,076 | 0.31% | — |
| WMB | WILLIAMS COS INC | $52.1M | 715,366 | 0.31% | — |
| O | REALTY INCOME CORP | $51.6M | 842,992 | 0.31% | — |
| XEL | XCEL ENERGY INC | $49.5M | 623,130 | 0.30% | — |
| AMT | AMERICAN TOWER CORP | $49.1M | 284,825 | 0.29% | — |
| MA | MASTERCARD INCORPORATED | $49.0M | 98,098 | 0.29% | — |
| AEP | AMERICAN ELEC PWR CO INC | $47.9M | 365,471 | 0.29% | — |
| AMGN | AMGEN INC | $45.9M | 130,388 | 0.27% | — |
| CSX | CSX CORP | $45.7M | 1,113,514 | 0.27% | — |
| PNC | PNC FINL SVCS GROUP INC | $44.8M | 215,264 | 0.27% | — |
| DXCM | DEXCOM INC | $44.2M | 703,043 | 0.26% | — |
| PSA | PUBLIC STORAGE OPER CO | $41.7M | 154,042 | 0.25% | — |
| SRE | SEMPRA | $41.0M | 422,102 | 0.24% | — |
| OMF | ONEMAIN HLDGS INC | $40.3M | 753,375 | 0.24% | — |
| DINO | HF SINCLAIR CORP | $39.8M | 638,574 | 0.24% | — |
| KMI | KINDER MORGAN INC DEL | $38.8M | 1,158,500 | 0.23% | — |
| BAC | BANK AMERICA CORP | $38.5M | 789,767 | 0.23% | — |
| PG | PROCTER & GAMBLE CO | $38.3M | 265,418 | 0.23% | — |
| GD | GENERAL DYNAMICS CORP | $38.2M | 111,306 | 0.23% | — |
| AMD | ADVANCED MICRO DEVICES INC | $37.7M | 185,134 | 0.22% | — |
| ACN | ACCENTURE PLC IRELAND | $36.8M | 185,956 | 0.22% | — |
| CVX | CHEVRON CORPORATION | $36.7M | 177,384 | 0.22% | — |
| GE | GE AEROSPACE | $36.4M | 128,176 | 0.22% | — |
| NSC | NORFOLK SOUTHN CORP | $36.2M | 126,197 | 0.22% | — |
| CAT | CATERPILLAR INC | $36.0M | 50,800 | 0.21% | — |
| ETR | ENTERGY CORP NEW | $35.6M | 316,769 | 0.21% | — |
| CRL | CHARLES RIV LABS INTL INC | $34.8M | 201,623 | 0.21% | — |
| D | DOMINION ENERGY INC | $34.5M | 557,754 | 0.21% | — |
| AIG | AMERICAN INTL GROUP INC | $34.1M | 453,360 | 0.20% | — |
| KO | COCA COLA CO | $34.1M | 448,135 | 0.20% | — |
| TRGP | TARGA RES CORP | $34.1M | 135,826 | 0.20% | — |
| VTR | VENTAS INC | $33.9M | 413,955 | 0.20% | — |
| CRM | SALESFORCE INC | $33.8M | 181,055 | 0.20% | — |
| OKE | ONEOK INC NEW | $33.8M | 373,711 | 0.20% | — |
| LNG | CHENIERE ENERGY INC | $33.5M | 118,079 | 0.20% | — |
| VICI | VICI PPTYS INC | $33.4M | 1,221,617 | 0.20% | — |
| EXC | EXELON CORP | $33.3M | 680,105 | 0.20% | — |
| ORCL | ORACLE CORP | $33.1M | 225,366 | 0.20% | — |
| HD | HOME DEPOT INC | $33.1M | 100,655 | 0.20% | — |
| NWS | NEWS CORP NEW | $32.9M | 1,154,032 | 0.20% | — |
| GEV | GE VERNOVA INC | $32.3M | 37,048 | 0.19% | — |
| AMAT | APPLIED MATLS INC | $31.9M | 93,233 | 0.19% | — |
| CAH | CARDINAL HEALTH INC | $30.4M | 144,038 | 0.18% | — |
| RTX | RTX CORPORATION | $30.4M | 157,527 | 0.18% | — |
| M | MACYS INC | $30.2M | 1,667,585 | 0.18% | — |
| ORI | OLD REP INTL CORP | $30.1M | 755,040 | 0.18% | — |
| TER | TERADYNE INC | $29.8M | 100,556 | 0.18% | — |
| UNH | UNITEDHEALTH GROUP INC | $29.4M | 108,606 | 0.18% | — |
| BNY | BANK NEW YORK MELLON CORP | $29.2M | 246,026 | 0.17% | — |
| GS | GOLDMAN SACHS GROUP INC | $29.0M | 34,315 | 0.17% | — |
| TT | TRANE TECHNOLOGIES PLC | $29.0M | 69,510 | 0.17% | — |
| ED | CONSOLIDATED EDISON INC | $28.5M | 251,697 | 0.17% | — |
| CAR | AVIS BUDGET GROUP INC | $28.4M | 194,867 | 0.17% | — |
| SCHW | SCHWAB CHARLES CORP | $27.9M | 297,282 | 0.17% | — |
| PCG | PG&E CORP | $27.7M | 1,577,718 | 0.17% | — |
| IRM | IRON MTN INC DEL | $27.6M | 270,616 | 0.16% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.3M | 134,202 | 0.16% | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $26.8M | 330,676 | 0.16% | — |
| CTVA | CORTEVA INC | $26.0M | 310,893 | 0.16% | — |
| EIX | EDISON INTL | $25.8M | 352,795 | 0.15% | — |
| BLK | BLACKROCK INC | $25.7M | 26,739 | 0.15% | — |
| JHX | JAMES HARDIE INDS PLC | $25.5M | 1,347,770 | 0.15% | — |
| DDS | DILLARDS INC | $24.7M | 43,200 | 0.15% | — |
| WEC | WEC ENERGY GROUP INC | $24.7M | 213,330 | 0.15% | — |
| AXP | AMERICAN EXPRESS CO | $24.6M | 81,294 | 0.15% | — |
| WU | WESTERN UN CO | $24.0M | 2,752,947 | 0.14% | — |
| EXR | EXTRA SPACE STORAGE INC | $24.0M | 182,694 | 0.14% | — |
| LIN | LINDE PLC | $23.8M | 47,997 | 0.14% | — |
| AZN | ASTRAZENECA PLC | $23.7M | 120,191 | 0.14% | — |
| NOW | SERVICENOW INC | $23.6M | 225,910 | 0.14% | — |
| MMM | 3M CO | $23.3M | 160,424 | 0.14% | — |
| EXE | EXPAND ENERGY CORPORATION | $23.0M | 209,745 | 0.14% | — |
| MAN | MANPOWERGROUP INC WIS | $22.9M | 776,893 | 0.14% | — |
| MS | MORGAN STANLEY | $22.8M | 138,589 | 0.14% | — |
| VST | VISTRA CORP | $22.7M | 151,259 | 0.14% | — |
| MPC | MARATHON PETE CORP | $22.7M | 92,901 | 0.14% | — |
| BWA | BORGWARNER INC | $22.6M | 417,195 | 0.13% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.4M | 92,472 | 0.13% | — |
| MCD | MCDONALDS CORP | $21.9M | 70,610 | 0.13% | — |
| AVB | AVALONBAY CMNTYS INC | $21.8M | 133,373 | 0.13% | — |
| ADBE | ADOBE INC | $21.7M | 89,181 | 0.13% | — |
| INSE | INSPIRED ENTERTAINMENT INC. | $21.6M | 3,023,750 | 0.13% | — |
| SYF | SYNCHRONY FINANCIAL | $21.5M | 316,722 | 0.13% | — |
| EQR | EQUITY RESIDENTIAL | $21.3M | 360,143 | 0.13% | — |
| ANET | ARISTA NETWORKS INC | $21.2M | 172,704 | 0.13% | — |
This table is the 150 largest positions by value, out of 813 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by MACQUARIE GROUP LTD (CIK 1418333, accession 0001193125-26-225415). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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