E. Ohman J:or Asset Management AB
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), E. Ohman J:or Asset Management AB reported 408 stock positions worth $4.0 billion. Its top holding was Microsoft (MSFT) at 9.2% of the portfolio, followed by Apple (AAPL, 6.5%) and Nvidia (NVDA, 6.4%). Compared with Q2 2024, it opened 15 new positions, sold out of 22, added to 61 and reduced 181. The biggest buy was a new position in Bellring Brands (BRBR) and the biggest sale an exit from BlackRock Finance (BLK).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0002009396
- Portfolio Value
- $4.0B (Q3 2024)
- SEC Filing
- 0001104659-24-110788 ↗ filed Oct 23, 2024
Holdings Value
Holdings 408 stocks · $4.0B
| MSFT Microsoft Corp. | 9.18% | 862,097 | $371.0M | Add +0.9% |
| AAPL Apple Inc. | 6.54% | 1,133,978 | $264.2M | Reduce -2.0% |
| NVDA Nvidia Corp. | 6.37% | 2,117,572 | $257.2M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 5.47% | 1,332,140 | $220.9M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 4.88% | 1,057,210 | $197.0M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.33% | 426,012 | $94.2M | Reduce -8.1% |
| JPM JPMorgan Chase & Co. | 2.12% | 406,133 | $85.6M | Add +0.8% |
| V Visa Inc. Class A | 1.93% | 283,473 | $77.9M | Add +1.5% |
| AMD Advanced Micro Devices | 1.66% | 408,990 | $67.1M | Add +0.9% |
| MA Mastercard Inc. Class A | 1.61% | 131,978 | $65.2M | Reduce -1.3% |
| FTNT Fortinet Inc. | 1.61% | 837,361 | $64.9M | Add +11.3% |
| LLY Eli Lilly & Co. | 1.60% | 72,995 | $64.7M | Add +10.5% |
| PANW Palo Alto Networks Inc. | 1.55% | 183,600 | $62.8M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 1.48% | 104,438 | $59.8M | Reduce -6.8% |
| CRM Salesforce Inc. | 1.46% | 215,200 | $58.9M | Reduce -1.2% |
| PGR Progressive Corp. | 1.42% | 225,618 | $57.3M | Add +2.4% |
| BSX Boston Scientific Corp. | 1.37% | 660,385 | $55.3M | Reduce -5.0% |
| ADBE Adobe Inc. | 1.30% | 101,591 | $52.6M | Reduce -1.2% |
| TMO Thermo Fisher Scientific Inc. | 1.27% | 82,776 | $51.2M | Reduce -2.7% |
| MRK Merck & Co. Inc. | 1.25% | 445,709 | $50.6M | Add +19.8% |
| LOW Lowe's Cos Inc. | 1.18% | 175,517 | $47.5M | Add +4.3% |
| T AT&T Inc. | 1.15% | 2,110,454 | $46.4M | Add +4.7% |
| KLAC KLA Corp. | 1.15% | 59,929 | $46.4M | Reduce -16.2% |
| ICE Intercontinental Exchange Inc. | 1.14% | 287,609 | $46.2M | Add +3.4% |
| IBN Icici Bank Ltd.-Spon ADR | 1.14% | 1,538,642 | $45.9M | Add +2.7% |
| INTU Intuit Inc. | 1.12% | 72,774 | $45.2M | Add +1.1% |
| PLD Prologis Inc. | 0.98% | 314,021 | $39.7M | Add +3.0% |
| KDP Keurig Dr Pepper Inc. | 0.94% | 1,013,362 | $38.0M | Reduce -6.4% |
| BDX Becton Dickinson and Co. | 0.93% | 155,238 | $37.4M | Reduce -3.5% |
| FCNCA First Citizens Bcshs Class A | 0.92% | 20,181 | $37.2M | Add +3.7% |
| VEEV Veeva Systems Inc. Class A | 0.92% | 176,187 | $37.0M | Reduce -0.3% |
| ROL Rollins Inc. | 0.88% | 706,273 | $35.7M | Add +6.9% |
| CEG Constellation Energy | 0.88% | 136,044 | $35.4M | Reduce -39.5% |
| MCHP Microchip Technology Inc. | 0.87% | 436,600 | $35.1M | Reduce -5.2% |
| WMG Warner Music Group Corp. Class A | 0.84% | 1,090,238 | $34.1M | Add +3.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.84% | 32,558 | $33.8M | Add +4.3% |
| EQIX Equinix Inc. | 0.82% | 37,420 | $33.2M | Add +3.0% |
| AVGO Broadcom Inc. | 0.77% | 180,600 | $31.2M | Reduce -4.9% |
| BRBR Bellring Brands Inc. | 0.76% | 506,473 | $30.8M | New |
| DECK Deckers Outdoor Corp. | 0.74% | 188,754 | $30.1M | Add +8.2% |
| ABNB Airbnb Inc. Class A | 0.71% | 225,417 | $28.6M | Add +0.6% |
| SGRY Surgery Partners Inc. | 0.71% | 886,088 | $28.6M | Add +31.0% |
| GOOG Alphabet Inc. Class C | 0.70% | 169,340 | $28.3M | Add +2.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.68% | 334,777 | $27.6M | Add +3499.8% |
| EA Electronic Arts Inc. | 0.66% | 184,830 | $26.5M | Reduce -0.6% |
| CTSH Cognizant Tech Solutions-A | 0.56% | 295,157 | $22.8M | No change |
| UNH Unitedhealth Group Inc. | 0.54% | 37,380 | $21.9M | Reduce -6.3% |
| FSLR First Solar Inc. | 0.43% | 69,900 | $17.4M | No change |
| ATKR Atkore Inc. | 0.43% | 205,125 | $17.4M | Add +3.7% |
| PG The Procter & Gamble Co. | 0.41% | 95,756 | $16.6M | Reduce -6.1% |
| HD Home Depot Inc. | 0.40% | 40,300 | $16.3M | Reduce -5.0% |
| JNJ Johnson & Johnson | 0.39% | 97,900 | $15.9M | Reduce -6.0% |
| ADSK Autodesk Inc. | 0.38% | 56,045 | $15.4M | Reduce -1.2% |
| ISRG Intuitive Surgical Inc. | 0.36% | 29,317 | $14.4M | Reduce -2.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 74,657 | $13.0M | Add +12.4% |
| QCOM Qualcomm Inc. | 0.31% | 74,325 | $12.6M | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.29% | 165,300 | $11.9M | Reduce -6.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 286,600 | $11.4M | Reduce -6.8% |
| DE Deere & Co. | 0.25% | 24,154 | $10.1M | Reduce -3.4% |
| PEP Pepsico Inc. | 0.23% | 55,610 | $9.5M | Reduce -6.6% |
| MCD McDonald's Corp. | 0.22% | 29,310 | $8.9M | Reduce -5.4% |
| SEDG Solaredge Technologies Inc. | 0.21% | 373,581 | $8.6M | Add +109.3% |
| VZ Verizon Communications Inc. | 0.19% | 170,400 | $7.7M | Reduce -5.7% |
| TXN Texas Instruments Inc. | 0.19% | 36,650 | $7.6M | Reduce -6.0% |
| DHR Danaher Corp. | 0.19% | 26,950 | $7.5M | Reduce -11.3% |
| NOW ServiceNow Inc. | 0.18% | 8,320 | $7.4M | Reduce -6.0% |
| HDB HDFC Bank Ltd.-ADR | 0.18% | 116,800 | $7.3M | Add +39.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 75,120 | $7.2M | Reduce -5.2% |
| PDD PDD Holdings Inc. | 0.18% | 53,400 | $7.2M | Add +6.0% |
| AMGN Amgen Inc. | 0.17% | 21,750 | $7.0M | Reduce -5.2% |
| AMAT Applied Materials Inc. | 0.17% | 34,032 | $6.9M | Reduce -4.5% |
| SPGI S&P Global Inc. | 0.17% | 13,100 | $6.8M | Reduce -4.7% |
| CMCSA Comcast Corp. Class A | 0.17% | 160,100 | $6.7M | Reduce -5.9% |
| INFY Infosys Ltd.-SP ADR | 0.16% | 297,200 | $6.6M | Reduce -0.3% |
| GS Goldman Sachs Group Inc. | 0.16% | 13,320 | $6.6M | Reduce -5.0% |
| UNP Union Pacific Corp. | 0.16% | 26,536 | $6.5M | Reduce -4.1% |
| AXP American Express Co. | 0.16% | 23,400 | $6.3M | Reduce -4.9% |
| BKNG Booking Holdings Inc. | 0.15% | 1,444 | $6.1M | Reduce -1.5% |
| CIEN Ciena Corp. | 0.15% | 97,287 | $6.0M | Add +56.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 45,900 | $5.4M | Reduce -4.8% |
| SYK Stryker Corp. | 0.13% | 14,120 | $5.1M | Reduce -5.1% |
| MS Morgan Stanley | 0.12% | 48,326 | $5.0M | Reduce -6.8% |
| DDOG Datadog Inc. Class A | 0.12% | 43,197 | $5.0M | No change |
| ELV Elevance Health Inc. | 0.12% | 9,400 | $4.9M | Reduce -5.8% |
| C Citigroup Inc. | 0.12% | 77,800 | $4.9M | Reduce -5.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.12% | 10,310 | $4.8M | Reduce -6.8% |
| REGN Regeneron Pharmaceuticals | 0.12% | 4,430 | $4.7M | Reduce -5.9% |
| MU Micron Technology Inc. | 0.12% | 44,900 | $4.7M | Reduce -5.1% |
| NTRA Natera Inc. | 0.11% | 36,463 | $4.6M | Reduce -9.9% |
| ADP Automatic Data Processing | 0.11% | 16,519 | $4.6M | Reduce -7.0% |
| TMUS T-Mobile US Inc. | 0.11% | 21,930 | $4.5M | Reduce -5.8% |
| MRSH Marsh & McLennan Cos | 0.11% | 20,124 | $4.5M | Reduce -5.4% |
| NFLX Netflix Inc. | 0.11% | 6,280 | $4.5M | Reduce -16.3% |
| SBUX Starbucks Corp. | 0.11% | 45,600 | $4.4M | Reduce -6.9% |
| AMT American Tower Corp. | 0.11% | 18,550 | $4.3M | Reduce -7.5% |
| FISV Fiserv Inc. | 0.11% | 23,950 | $4.3M | Reduce -6.5% |
| GILD Gilead Sciences Inc. | 0.10% | 50,500 | $4.2M | Reduce -4.7% |
| GPN Global Payments Inc. | 0.10% | 40,774 | $4.2M | No change |
| ORCL Oracle Corp. | 0.10% | 24,200 | $4.1M | Reduce -15.4% |
| UPS United Parcel Service Class B | 0.10% | 29,611 | $4.0M | Reduce -5.7% |
Portfolio Sells Q2 2024 → Q3 2024
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −1.03 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 5.47% | −0.76 |
| KHC The Kraft Heinz Co. | Reduce -95.9% | 0.03% | −0.71 |
| LW Lamb Weston Holdings Inc. | Reduce -98.1% | 0.01% | −0.65 |
| DOX Amdocs Ltd. | Sold out | 0.00% | −0.55 |
| NVDA Nvidia Corp. | Reduce -5.0% | 6.37% | −0.46 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.46 |
| KLAC KLA Corp. | Reduce -16.2% | 1.15% | −0.31 |
| CEG Constellation Energy | Reduce -39.5% | 0.88% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 4.88% | −0.22 |
| MCHP Microchip Technology Inc. | Reduce -5.2% | 0.87% | −0.18 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.17 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.15 |
| ADBE Adobe Inc. | Reduce -1.2% | 1.30% | −0.12 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -3.5% | 0.31% | −0.07 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.06 |
| AIG American International Group | Sold out | 0.00% | −0.05 |
| VRNT Verint Systems Inc. | Reduce -54.3% | 0.03% | −0.05 |
| INTC Intel Corp. | Reduce -8.2% | 0.10% | −0.04 |
| MU Micron Technology Inc. | Reduce -5.1% | 0.12% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -4.5% | 0.17% | −0.04 |
| WRK Westrock Co. | Sold out | 0.00% | −0.03 |
| SNPS Synopsys Inc. | Reduce -8.8% | 0.08% | −0.02 |
| BAC Bank of America Corp. | Reduce -6.8% | 0.28% | −0.02 |
| ZTO Zto Express Cayman Inc.-ADR | Sold out | 0.00% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -7.5% | 0.04% | −0.02 |
| MCK McKesson Corp. | Reduce -9.0% | 0.06% | −0.02 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -5.2% | 0.18% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -6.3% | 0.08% | −0.02 |
| NFLX Netflix Inc. | Reduce -16.3% | 0.11% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -8.5% | 0.08% | −0.01 |
| NIO Nio Inc. - ADR | Sold out | 0.00% | −0.01 |
| ELV Elevance Health Inc. | Reduce -5.8% | 0.12% | −0.01 |
| FDX FedEx Corp. | Reduce -8.8% | 0.06% | −0.01 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.01 |
| CNM Core & Main Inc. Class A | Reduce -4.3% | 0.07% | −0.01 |
| WM Waste Management Inc. | Reduce -8.3% | 0.08% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.8% | 0.12% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.6% | 0.23% | −0.01 |
| HUM Humana Inc. | Reduce -5.5% | 0.04% | −0.01 |
| C Citigroup Inc. | Reduce -5.5% | 0.12% | −0.01 |
| BIIB Biogen Inc. | Reduce -8.2% | 0.03% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -5.9% | 0.12% | −0.01 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.01 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.01 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.01 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -6.1% | 0.41% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| BRBR Bellring Brands Inc. | New | 0.76% | +0.76 |
| MKC McCormick & Co.-Non VTG SHRS | Add +3499.8% | 0.68% | +0.67 |
| FTNT Fortinet Inc. | Add +11.3% | 1.61% | +0.48 |
| SGRY Surgery Partners Inc. | Add +31.0% | 0.71% | +0.31 |
| PGR Progressive Corp. | Add +2.4% | 1.42% | +0.28 |
| LOW Lowe's Cos Inc. | Add +4.3% | 1.18% | +0.26 |
| ICE Intercontinental Exchange Inc. | Add +3.4% | 1.14% | +0.20 |
| T AT&T Inc. | Add +4.7% | 1.15% | +0.19 |
| EQIX Equinix Inc. | Add +3.0% | 0.82% | +0.14 |
| GWW WW Grainger Inc. | Add +4.3% | 0.84% | +0.14 |
| PLD Prologis Inc. | Add +3.0% | 0.98% | +0.13 |
| LLY Eli Lilly & Co. | Add +10.5% | 1.60% | +0.12 |
| MRK Merck & Co. Inc. | Add +19.8% | 1.25% | +0.11 |
| V Visa Inc. Class A | Add +1.5% | 1.93% | +0.11 |
| FCNCA First Citizens Bcshs Class A | Add +3.7% | 0.92% | +0.11 |
| SEDG Solaredge Technologies Inc. | Add +109.3% | 0.21% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 2.12% | +0.10 |
| ROL Rollins Inc. | Add +6.9% | 0.88% | +0.08 |
| MSI Motorola Solutions Inc. | New | 0.08% | +0.08 |
| CIEN Ciena Corp. | Add +56.0% | 0.15% | +0.07 |
| IBN Icici Bank Ltd.-Spon ADR | Add +2.7% | 1.14% | +0.07 |
| AFL Aflac Inc. | New | 0.06% | +0.06 |
| CL Colgate-Palmolive Co. | Add +144.3% | 0.08% | +0.05 |
| D Dominion Energy Inc. | New | 0.05% | +0.05 |
| DECK Deckers Outdoor Corp. | Add +8.2% | 0.74% | +0.05 |
| HDB HDFC Bank Ltd.-ADR | Add +39.0% | 0.18% | +0.05 |
| WMG Warner Music Group Corp. Class A | Add +3.8% | 0.84% | +0.05 |
| FERG Ferguson Enterprises Inc. | New | 0.04% | +0.04 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.4% | 0.32% | +0.03 |
| AMD Advanced Micro Devices | Add +0.9% | 1.66% | +0.03 |
| VMRK Vivmark Residential | New | 0.03% | +0.03 |
| PEN Penumbra Inc. | Add +26.1% | 0.09% | +0.02 |
| MRNA Moderna Inc. | New | 0.02% | +0.02 |
| LOB Live Oak Bancshares Inc. | Add +8.1% | 0.06% | +0.02 |
| RJF Raymond James Financial Inc. | Add +160.0% | 0.03% | +0.02 |
| MRVI Maravai Lifesciences Hldgs-A | Add +28.8% | 0.05% | +0.02 |
| FICO Fair Isaac Corp. | Add +8.5% | 0.05% | +0.02 |
| FFIV F5 Inc. | New | 0.01% | +0.01 |
| SWK Stanley Black & Decker Inc. | Add +188.0% | 0.02% | +0.01 |
| FOUR SHIFT4 Payments Inc. Class A | Add +6.4% | 0.07% | +0.01 |
| ABCB Ameris Bancorp | Add +6.1% | 0.06% | +0.01 |
| NEM Newmont Corp. | Add +0.4% | 0.06% | +0.01 |
| TERN Terns Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| TOST Toast Inc. Class A | New | 0.01% | +0.01 |
| TARS Tarsus Pharmaceuticals Inc. | Add +20.5% | 0.04% | +0.01 |
| PDD PDD Holdings Inc. | Add +6.0% | 0.18% | +0.01 |
| WTS Watts Water Technologies-A | Add +7.1% | 0.06% | +0.01 |
| CCI Crown Castle Inc. | Add +2.8% | 0.05% | +0.01 |
| KFY Korn Ferry | Add +5.8% | 0.07% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 465 | $4.3B | NVDA, MSFT, GOOGL, AAPL, AMZN |
| Q1 2026 | 477 | $3.8B | NVDA, MSFT, GOOGL, AAPL, AMZN |
| Q4 2025 | 480 | $4.3B | MSFT, NVDA, GOOGL, AAPL, AMZN |
| Q3 2025 | 398 | $4.2B | MSFT, NVDA, GOOGL, AAPL, AMZN |
| Q2 2025 | 401 | $4.0B | MSFT, NVDA, AMZN, AAPL, GOOGL |
| Q1 2025 | 414 | $3.8B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q4 2024 | 425 | $4.3B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q3 2024 | 408 | $4.0B | MSFT, AAPL, NVDA, GOOGL, AMZN |
| Q2 2024 | 415 | $4.0B | MSFT, NVDA, GOOGL, AAPL, AMZN |
| Q1 2024 | 422 | $3.9B | MSFT, GOOGL, NVDA, AAPL, AMZN |