Intesa Sanpaolo S.p.A.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Intesa Sanpaolo S.p.A. reported 208 stock positions worth $1.6 billion. Its top holding was Totalenergies (TTE) at 6.6% of the portfolio, followed by Ferrari (RACE, 5.4%) and Nvidia (NVDA, 5.3%).
- Most Recent 13F
- Q2 2026
- Location
- TURIN, L6
- CIK
- 0001374384
- Portfolio Value
- $1.6B (Q4 2025)
- SEC Filing
- 0001374384-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 208 stocks · $1.6B
| TTE Totalenergies SE | 6.63% | 1,552,920 | $102.9M | — |
| RACE Ferrari NV | 5.40% | 223,999 | $83.9M | — |
| NVDA Nvidia Corp. | 5.27% | 436,475 | $81.9M | — |
| STLA Stellantis NV | 5.17% | 7,224,468 | $80.3M | — |
| MSFT Microsoft Corp. | 5.15% | 164,016 | $80.0M | — |
| ARKB ARK 21SHARES Bitcoin ETF | 4.68% | 2,488,765 | $72.6M | — |
| AMZN Amazon.com Inc. | 3.09% | 206,586 | $48.0M | — |
| META Meta Platforms Inc. Class A | 2.89% | 67,248 | $44.8M | — |
| GOOGL Alphabet Inc. Class A | 2.82% | 139,490 | $43.8M | — |
| PFE Pfizer Inc. | 2.77% | 1,719,943 | $43.0M | — |
| AAPL Apple Inc. | 1.90% | 108,109 | $29.5M | — |
| NKE Nike Inc. Class B | 1.73% | 438,455 | $26.8M | — |
| LLY Eli Lilly & Co. | 1.67% | 23,965 | $25.9M | — |
| IBIT iShares Bitcoin Trust ETF | 1.51% | 470,409 | $23.4M | — |
| AMD Advanced Micro Devices | 1.47% | 105,645 | $22.7M | — |
| V Visa Inc. Class A | 1.39% | 61,008 | $21.6M | — |
| AVGO Broadcom Inc. | 1.29% | 56,777 | $20.0M | — |
| DB Deutsche Bank AG-Registered | 1.25% | 498,995 | $19.4M | — |
| ABBV Abbvie Inc. | 1.20% | 80,944 | $18.6M | — |
| PANW Palo Alto Networks Inc. | 1.18% | 98,141 | $18.3M | — |
| MU Micron Technology Inc. | 1.14% | 59,915 | $17.6M | — |
| CSCO Cisco Systems Inc. | 0.99% | 199,208 | $15.4M | — |
| UNH Unitedhealth Group Inc. | 0.99% | 46,123 | $15.3M | — |
| JNJ Johnson & Johnson | 0.98% | 73,372 | $15.2M | — |
| DDOG Datadog Inc. Class A | 0.96% | 108,348 | $14.9M | — |
| ELV Elevance Health Inc. | 0.93% | 41,286 | $14.4M | — |
| ADI Analog Devices Inc. | 0.91% | 51,359 | $14.1M | — |
| ORCL Oracle Corp. | 0.90% | 71,131 | $14.0M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.89% | 249,992 | $13.8M | — |
| PH Parker Hannifin Corp. | 0.88% | 15,372 | $13.7M | — |
| JPM JPMorgan Chase & Co. | 0.87% | 41,806 | $13.5M | — |
| BSX Boston Scientific Corp. | 0.87% | 140,498 | $13.5M | — |
| EMR Emerson Electric Co. | 0.86% | 99,000 | $13.4M | — |
| QCOM Qualcomm Inc. | 0.86% | 76,558 | $13.3M | — |
| MA Mastercard Inc. Class A | 0.85% | 22,887 | $13.2M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.77% | 40,119 | $12.0M | — |
| CCEP Coca-Cola Europacific Partne | 0.74% | 124,781 | $11.4M | — |
| CNC Centene Corp. | 0.70% | 263,707 | $10.9M | — |
| C Citigroup Inc. | 0.70% | 92,098 | $10.8M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.69% | 35,321 | $10.7M | — |
| ISRG Intuitive Surgical Inc. | 0.68% | 18,385 | $10.6M | — |
| BLK BlackRock Inc. | 0.66% | 9,424 | $10.2M | — |
| SYK Stryker Corp. | 0.65% | 28,345 | $10.0M | — |
| TEL Te Connectivity PLC | 0.65% | 43,492 | $10.0M | — |
| NOW ServiceNow Inc. | 0.61% | 61,748 | $9.5M | — |
| DKS Dick's Sporting Goods Inc. | 0.60% | 46,800 | $9.3M | — |
| VLTO Veralto Corp. | 0.56% | 85,469 | $8.7M | — |
| ECL Ecolab Inc. | 0.55% | 32,500 | $8.6M | — |
| VFC VF Corp. | 0.55% | 466,751 | $8.5M | — |
| AWK American Water Works Co. Inc. | 0.54% | 64,259 | $8.4M | — |
| XYL Xylem Inc. | 0.54% | 60,891 | $8.4M | — |
| CRM Salesforce Inc. | 0.53% | 30,992 | $8.2M | — |
| CEG Constellation Energy | 0.53% | 22,789 | $8.2M | — |
| KLAC KLA Corp. | 0.50% | 6,197 | $7.8M | — |
| MRK Merck & Co. Inc. | 0.50% | 72,512 | $7.7M | — |
| ANET Arista Networks Inc. | 0.47% | 55,592 | $7.4M | — |
| CYBR Cyberark Software Ltd./Israel | 0.47% | 16,343 | $7.3M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.45% | 14,807 | $7.0M | — |
| ILMN Illumina Inc. | 0.45% | 52,272 | $6.9M | — |
| CCJ Cameco Corp. | 0.44% | 74,760 | $6.8M | — |
| CNH CNH Industrial NV | 0.43% | 710,906 | $6.6M | — |
| ROK Rockwell Automation Inc. | 0.42% | 16,738 | $6.6M | — |
| MDT Medtronic PLC | 0.42% | 67,349 | $6.5M | — |
| DELL Dell Technologies -C | 0.41% | 49,854 | $6.4M | — |
| ON On Semiconductor | 0.41% | 118,561 | $6.4M | — |
| ZWS Zurn Elkay Water Solutions C | 0.40% | 130,453 | $6.2M | — |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 33,280 | $6.0M | — |
| ACN Accenture PLC Class A | 0.35% | 19,909 | $5.4M | — |
| AMGN Amgen Inc. | 0.34% | 16,049 | $5.3M | — |
| SHOP Shopify Inc. Class A | 0.32% | 29,912 | $4.9M | — |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 8,032 | $4.7M | — |
| ABT Abbott Laboratories | 0.30% | 37,208 | $4.7M | — |
| BKNG Booking Holdings Inc. | 0.30% | 847 | $4.6M | — |
| WTRG Essential Utilities Inc. | 0.29% | 117,100 | $4.5M | — |
| CRCL Circle Internet Group Inc. | 0.28% | 55,350 | $4.4M | — |
| BSOL Bitwise Solana Staking ETF | 0.28% | 266,320 | $4.4M | — |
| NET Cloudflare Inc. Class A | 0.25% | 19,626 | $3.9M | — |
| EQIX Equinix Inc. | 0.24% | 4,888 | $3.7M | — |
| HOOD Robinhood Markets Inc. Class A | 0.23% | 30,750 | $3.6M | — |
| PNR Pentair PLC | 0.23% | 33,900 | $3.6M | — |
| INTC Intel Corp. | 0.22% | 93,395 | $3.5M | — |
| SPGI S&P Global Inc. | 0.21% | 6,091 | $3.2M | — |
| NFLX Netflix Inc. | 0.20% | 33,170 | $3.1M | — |
| MWA Mueller Water Products Inc. Class A | 0.19% | 124,500 | $3.0M | — |
| INTU Intuit Inc. | 0.19% | 4,472 | $3.0M | — |
| GILD Gilead Sciences Inc. | 0.18% | 23,050 | $2.8M | — |
| NEE Nextera Energy Inc. | 0.18% | 34,974 | $2.8M | — |
| FTNT Fortinet Inc. | 0.18% | 34,720 | $2.8M | — |
| EW Edwards Lifesciences Corp. | 0.17% | 31,400 | $2.7M | — |
| CME Cme Group Inc. | 0.16% | 9,150 | $2.5M | — |
| TXN Texas Instruments Inc. | 0.15% | 13,589 | $2.4M | — |
| T AT&T Inc. | 0.15% | 93,769 | $2.3M | — |
| MCO Moody's Corp. | 0.15% | 4,428 | $2.3M | — |
| VZ Verizon Communications Inc. | 0.15% | 55,773 | $2.3M | — |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.14% | 301,000 | $2.2M | — |
| IWM iShares Russell 2000 ETF | 0.14% | 8,500 | $2.1M | — |
| SPOT Spotify Technology SA | 0.13% | 3,412 | $2.0M | — |
| TMUS T-Mobile US Inc. | 0.12% | 9,228 | $1.9M | — |
| RMD Resmed Inc. | 0.12% | 7,400 | $1.8M | — |
| UNP Union Pacific Corp. | 0.11% | 7,178 | $1.7M | — |
Options reported separately and not counted above: MSTR puts ($184.6M), SPY calls ($4.1M), IWM calls ($1.2M), NKE calls ($795K), BABA calls ($368K).
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.