Storebrand Asset Management As
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed June 3, 2026), Storebrand Asset Management As reported 824 stock positions worth $30.8 billion. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Nvidia (NVDA, 4.7%). Compared with Q4 2024, it opened 7 new positions, sold out of 11, added to 279 and reduced 414. The biggest buy was Waste Management (WM, shares +103%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LYSAKER, Q8
- CIK
- 0001685676
- Portfolio Value
- $30.8B (Q1 2025)
- SEC Filing
- 0001685676-26-000011 ↗ filed Jun 3, 2026
Holdings Value
Holdings 824 stocks · $30.8B
| AAPL Apple Inc. | 5.78% | 7,998,518 | $1.8B | Reduce -4.1% |
| MSFT Microsoft Corp. | 5.26% | 4,306,355 | $1.6B | Add +1.0% |
| NVDA Nvidia Corp. | 4.73% | 13,424,203 | $1.5B | Reduce -3.5% |
| AMZN Amazon.com Inc. | 3.68% | 5,943,177 | $1.1B | Add +6.9% |
| META Meta Platforms Inc. Class A | 2.27% | 1,210,192 | $697.5M | Reduce -3.2% |
| V Visa Inc. Class A | 1.94% | 1,702,662 | $596.7M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 1.84% | 2,310,426 | $566.7M | Reduce -5.3% |
| GOOGL Alphabet Inc. Class A | 1.72% | 3,422,317 | $529.2M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 1.71% | 3,366,113 | $525.9M | Reduce -13.0% |
| MA Mastercard Inc. Class A | 1.37% | 768,087 | $421.0M | Reduce -5.1% |
| AVGO Broadcom Inc. | 1.37% | 2,509,810 | $420.2M | Add +1.4% |
| ABT Abbott Laboratories | 1.30% | 3,020,584 | $400.7M | Reduce -3.9% |
| TSLA Tesla Inc. | 1.28% | 1,517,565 | $393.3M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 1.17% | 434,428 | $358.8M | Reduce -4.6% |
| HD Home Depot Inc. | 1.07% | 898,841 | $329.4M | Reduce -2.4% |
| MCO Moody's Corp. | 0.85% | 559,468 | $260.5M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.85% | 496,790 | $260.2M | Reduce -11.7% |
| PG The Procter & Gamble Co. | 0.81% | 1,461,687 | $249.1M | Reduce -3.2% |
| MRSH Marsh & McLennan Cos | 0.79% | 996,143 | $243.1M | Reduce -15.0% |
| NFLX Netflix Inc. | 0.78% | 256,125 | $238.8M | Add +4.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 2,222,126 | $219.3M | Add +99.1% |
| ABBV Abbvie Inc. | 0.69% | 1,005,646 | $210.7M | Reduce -3.8% |
| WM Waste Management Inc. | 0.68% | 898,036 | $207.9M | Add +103.1% |
| CSCO Cisco Systems Inc. | 0.63% | 3,148,467 | $194.3M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.60% | 4,438,502 | $185.2M | Add +0.1% |
| MSCI MSCI Inc. | 0.59% | 322,535 | $182.4M | Reduce -1.6% |
| ACN Accenture PLC Class A | 0.57% | 560,573 | $174.9M | Reduce -5.0% |
| ICE Intercontinental Exchange Inc. | 0.56% | 1,006,626 | $173.6M | Reduce -33.0% |
| KO The Coca-Cola Co. | 0.55% | 2,375,691 | $170.1M | Reduce -3.5% |
| WCN Waste Connections Inc. | 0.54% | 853,057 | $166.5M | Reduce -24.3% |
| CRM Salesforce Inc. | 0.53% | 604,177 | $162.1M | Add +0.4% |
| LIN Linde PLC | 0.52% | 344,456 | $160.4M | Add +3.0% |
| PEP Pepsico Inc. | 0.52% | 1,057,927 | $158.6M | Reduce -4.6% |
| T AT&T Inc. | 0.51% | 5,594,690 | $158.2M | Reduce -10.1% |
| MRK Merck & Co. Inc. | 0.50% | 1,709,271 | $153.4M | Reduce -5.0% |
| BSX Boston Scientific Corp. | 0.48% | 1,452,539 | $146.5M | Add +1.8% |
| VZ Verizon Communications Inc. | 0.46% | 3,146,460 | $142.7M | Reduce -1.6% |
| AMT American Tower Corp. | 0.46% | 655,822 | $142.7M | Reduce -16.3% |
| PANW Palo Alto Networks Inc. | 0.46% | 825,391 | $140.8M | Reduce -0.8% |
| ORCL Oracle Corp. | 0.42% | 929,411 | $129.9M | Reduce -8.6% |
| GS Goldman Sachs Group Inc. | 0.42% | 237,546 | $129.8M | Add +0.9% |
| TMUS T-Mobile US Inc. | 0.41% | 474,184 | $126.5M | Reduce -3.3% |
| AWK American Water Works Co. Inc. | 0.41% | 854,190 | $126.0M | Add +2.1% |
| C Citigroup Inc. | 0.40% | 1,724,596 | $122.4M | Add +1.9% |
| MCD McDonald's Corp. | 0.38% | 378,134 | $118.1M | Reduce -12.7% |
| RSG Republic Services Inc. | 0.38% | 485,300 | $117.5M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 219,274 | $116.8M | Add +31.6% |
| ANET Arista Networks Inc. | 0.38% | 1,504,544 | $116.6M | Add +113.4% |
| NOW ServiceNow Inc. | 0.38% | 146,107 | $116.3M | Add +2.9% |
| WFC Wells Fargo & Co. | 0.38% | 1,619,391 | $116.3M | Add +2.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.37% | 553,580 | $113.7M | Add +10.0% |
| PFE Pfizer Inc. | 0.37% | 4,478,091 | $113.5M | Add +2.6% |
| PGR Progressive Corp. | 0.36% | 392,198 | $111.0M | Reduce -15.8% |
| QCOM Qualcomm Inc. | 0.36% | 721,366 | $110.8M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 221,981 | $110.5M | Reduce -3.4% |
| LRCX Lam Research Corp. | 0.36% | 1,513,692 | $110.0M | Add +100.1% |
| BKNG Booking Holdings Inc. | 0.35% | 23,629 | $108.9M | Reduce -1.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.35% | 307,635 | $108.5M | Reduce -1.9% |
| ISRG Intuitive Surgical Inc. | 0.35% | 218,780 | $108.4M | Add +5.1% |
| COR Cencora Inc. | 0.35% | 388,939 | $108.2M | Add +7.2% |
| AXP American Express Co. | 0.35% | 395,138 | $106.3M | Reduce -1.1% |
| PWR Quanta Services Inc. | 0.34% | 414,822 | $105.4M | Add +3.8% |
| SPGI S&P Global Inc. | 0.34% | 206,665 | $105.0M | Reduce -15.9% |
| INTU Intuit Inc. | 0.34% | 169,451 | $104.0M | Reduce -9.3% |
| GILD Gilead Sciences Inc. | 0.34% | 920,044 | $103.1M | Add +15.7% |
| AMAT Applied Materials Inc. | 0.32% | 686,807 | $99.7M | Reduce -1.3% |
| ADP Automatic Data Processing | 0.32% | 324,866 | $99.3M | Add +1.3% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 1,613,071 | $98.4M | Add +3.1% |
| ADSK Autodesk Inc. | 0.32% | 374,181 | $98.0M | Add +1.9% |
| CB Chubb Ltd. | 0.32% | 321,288 | $97.0M | Reduce -20.2% |
| FISV Fiserv Inc. | 0.31% | 434,874 | $96.0M | Reduce -9.1% |
| UBER Uber Technologies Inc. | 0.31% | 1,311,068 | $95.5M | Add +1.0% |
| MS Morgan Stanley | 0.30% | 801,836 | $93.6M | Add +1.5% |
| BDX Becton Dickinson and Co. | 0.30% | 408,342 | $93.5M | Add +0.4% |
| DE Deere & Co. | 0.30% | 196,566 | $92.3M | Add +0.7% |
| BRO Brown & Brown Inc. | 0.30% | 737,323 | $91.7M | Reduce -48.2% |
| AMGN Amgen Inc. | 0.30% | 292,764 | $91.2M | Reduce -2.1% |
| MCK McKesson Corp. | 0.30% | 134,866 | $90.8M | Reduce -4.8% |
| ADBE Adobe Inc. | 0.29% | 234,881 | $90.1M | Reduce -12.7% |
| CAT Caterpillar Inc. | 0.29% | 272,925 | $90.0M | Add +1.7% |
| SYK Stryker Corp. | 0.28% | 229,924 | $85.6M | Add +5.1% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 1,252,394 | $85.0M | Reduce -10.1% |
| TXN Texas Instruments Inc. | 0.26% | 450,877 | $81.0M | Reduce -1.3% |
| MDT Medtronic PLC | 0.26% | 876,141 | $78.7M | Add +5.7% |
| PLD Prologis Inc. | 0.25% | 693,426 | $77.5M | Reduce -11.8% |
| SYY Sysco Corp. | 0.25% | 1,031,501 | $77.4M | Add +7.1% |
| CDNS Cadence Design SYS Inc. | 0.25% | 303,411 | $77.2M | Add +2.2% |
| AMD Advanced Micro Devices | 0.25% | 744,861 | $76.5M | Reduce -12.8% |
| EQIX Equinix Inc. | 0.25% | 92,686 | $75.6M | Reduce -1.4% |
| MELI MercadoLibre Inc. | 0.24% | 38,420 | $75.0M | Reduce -12.0% |
| WELL Welltower Inc. | 0.24% | 488,017 | $74.8M | Reduce -1.9% |
| NXPI NXP Semiconductors NV | 0.24% | 390,688 | $74.3M | Add +102.9% |
| XYL Xylem Inc. | 0.23% | 603,114 | $72.0M | Reduce -2.1% |
| CMCSA Comcast Corp. Class A | 0.23% | 1,941,619 | $71.6M | Reduce -21.4% |
| ELV Elevance Health Inc. | 0.23% | 162,578 | $70.7M | Reduce -7.0% |
| MMM 3M Co. | 0.23% | 480,538 | $70.6M | Add +5.6% |
| HIG Hartford Insurance Group Inc. | 0.23% | 559,487 | $69.2M | Reduce -1.7% |
| STLD Steel Dynamics Inc. | 0.22% | 548,411 | $68.6M | Add +1.9% |
| CI The Cigna Group | 0.22% | 206,132 | $67.8M | Reduce -4.6% |
| BLK BlackRock Inc. | 0.22% | 71,517 | $67.7M | Reduce -2.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $332K (not counted above)
Total filed on the 13F, all lines: $30.8B.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -3.5% | 4.73% | −0.95 |
| TSLA Tesla Inc. | Reduce -0.5% | 1.28% | −0.59 |
| AAPL Apple Inc. | Reduce -4.1% | 5.78% | −0.57 |
| GOOG Alphabet Inc. Class C | Reduce -13.0% | 1.71% | −0.53 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 1.72% | −0.31 |
| WAB Wabtec Corp. | Reduce -87.0% | 0.03% | −0.17 |
| BRO Brown & Brown Inc. | Reduce -48.2% | 0.30% | −0.14 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.12 |
| ICE Intercontinental Exchange Inc. | Reduce -33.0% | 0.56% | −0.12 |
| ORCL Oracle Corp. | Reduce -8.6% | 0.42% | −0.09 |
| DHR Danaher Corp. | Reduce -27.3% | 0.20% | −0.09 |
| ADBE Adobe Inc. | Reduce -12.7% | 0.29% | −0.07 |
| OC Owens Corning | Reduce -46.9% | 0.06% | −0.07 |
| AMD Advanced Micro Devices | Reduce -12.8% | 0.25% | −0.06 |
| DECK Deckers Outdoor Corp. | Reduce -71.9% | 0.01% | −0.06 |
| ACN Accenture PLC Class A | Reduce -5.0% | 0.57% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -32.4% | 0.18% | −0.06 |
| KKR KKR & Co. Inc. | Reduce -16.5% | 0.13% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -27.3% | 0.16% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -44.2% | 0.06% | −0.05 |
| NTAP Netapp Inc. | Reduce -38.7% | 0.05% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -21.4% | 0.23% | −0.05 |
| WCN Waste Connections Inc. | Reduce -24.3% | 0.54% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -5.0% | 0.50% | −0.05 |
| TTD Trade Desk Inc./the Class A | Reduce -44.1% | 0.02% | −0.04 |
| TGT Target Corp. | Reduce -1.4% | 0.16% | −0.04 |
| SKX Skechers USA Inc. Class A | Reduce -85.9% | 0.01% | −0.03 |
| SNPS Synopsys Inc. | Reduce -22.9% | 0.09% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -8.1% | 0.15% | −0.03 |
| HUBB Hubbell Inc. | Reduce -1.1% | 0.16% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -3.0% | 0.12% | −0.03 |
| WDC Western Digital Corp. | Reduce -37.8% | 0.03% | −0.03 |
| SPGI S&P Global Inc. | Reduce -15.9% | 0.34% | −0.03 |
| DELL Dell Technologies -C | Reduce -1.7% | 0.15% | −0.03 |
| MU Micron Technology Inc. | Reduce -26.7% | 0.13% | −0.03 |
| IT Gartner Inc. | Reduce -18.3% | 0.09% | −0.03 |
| EA Electronic Arts Inc. | Reduce -32.5% | 0.07% | −0.03 |
| TYL Tyler Technologies Inc. | Reduce -47.8% | 0.03% | −0.03 |
| CEG Constellation Energy | Reduce -24.5% | 0.07% | −0.03 |
| POOL Pool Corp. | Reduce -56.3% | 0.02% | −0.03 |
| LKQ LKQ Corp. | Reduce -44.4% | 0.06% | −0.03 |
| XYZ Block Inc. | Reduce -5.0% | 0.05% | −0.03 |
| WHR Whirlpool Corp. | Reduce -90.4% | 0.00% | −0.03 |
| CARR Carrier Global Corp. | Reduce -35.3% | 0.04% | −0.02 |
| BX Blackstone Inc. | Reduce -1.6% | 0.14% | −0.02 |
| EQIX Equinix Inc. | Reduce -1.4% | 0.25% | −0.02 |
| GPC Genuine Parts Co. | Reduce -37.1% | 0.05% | −0.02 |
| CB Chubb Ltd. | Reduce -20.2% | 0.32% | −0.02 |
| HSY The Hershey Co. | Reduce -29.2% | 0.07% | −0.02 |
| URI United Rentals Inc. | Reduce -16.7% | 0.08% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| WM Waste Management Inc. | Add +103.1% | 0.68% | +0.40 |
| DIS The Walt Disney Co. | Add +99.1% | 0.71% | +0.34 |
| LRCX Lam Research Corp. | Add +100.1% | 0.36% | +0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +31.6% | 0.38% | +0.15 |
| ANET Arista Networks Inc. | Add +113.4% | 0.38% | +0.14 |
| NXPI NXP Semiconductors NV | Add +102.9% | 0.24% | +0.12 |
| NFLX Netflix Inc. | Add +4.7% | 0.78% | +0.11 |
| GILD Gilead Sciences Inc. | Add +15.7% | 0.34% | +0.11 |
| COR Cencora Inc. | Add +7.2% | 0.35% | +0.10 |
| LIN Linde PLC | Add +3.0% | 0.52% | +0.10 |
| AWK American Water Works Co. Inc. | Add +2.1% | 0.41% | +0.09 |
| SPOT Spotify Technology SA | Add +97.4% | 0.15% | +0.09 |
| CCL Carnival Corp. | Add +276.4% | 0.13% | +0.09 |
| DFS Discover Financial Services | Add +115.4% | 0.16% | +0.09 |
| BSX Boston Scientific Corp. | Add +1.8% | 0.48% | +0.09 |
| UBER Uber Technologies Inc. | Add +1.0% | 0.31% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +4229.8% | 0.07% | +0.07 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.63% | +0.07 |
| NKE Nike Inc. Class B | Add +63.8% | 0.19% | +0.06 |
| MDT Medtronic PLC | Add +5.7% | 0.26% | +0.05 |
| COLD Americold Realty Trust Inc. | Add +396.6% | 0.07% | +0.05 |
| MOS The Mosaic Co. | Add +45.9% | 0.12% | +0.05 |
| MMM 3M Co. | Add +5.6% | 0.23% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +3.1% | 0.32% | +0.05 |
| IBKR Interactive Brokers Gro Class A | New | 0.05% | +0.05 |
| DE Deere & Co. | Add +0.7% | 0.30% | +0.05 |
| AJG Arthur J Gallagher & Co. | Add +3.4% | 0.18% | +0.05 |
| CTAS Cintas Corp. | Add +14.6% | 0.17% | +0.05 |
| CME Cme Group Inc. | Add +7.6% | 0.18% | +0.04 |
| HWM Howmet Aerospace Inc. | Add +5.7% | 0.17% | +0.04 |
| BNY Bank of New York Mellon Corp. | Add +15.8% | 0.16% | +0.04 |
| WFC Wells Fargo & Co. | Add +2.8% | 0.38% | +0.04 |
| FFIV F5 Inc. | Add +47.6% | 0.10% | +0.04 |
| CCEP Coca-Cola Europacific Partne | Add +121.3% | 0.06% | +0.04 |
| KLAC KLA Corp. | Add +11.3% | 0.18% | +0.04 |
| TRI Thomson Reuters Corp. | Add +6.2% | 0.21% | +0.04 |
| SYK Stryker Corp. | Add +5.1% | 0.28% | +0.04 |
| BABA Alibaba Group Holding-SP ADR | Add +55.6% | 0.06% | +0.04 |
| MSTR Strategy Inc. | Add +32.2% | 0.13% | +0.04 |
| ADP Automatic Data Processing | Add +1.3% | 0.32% | +0.04 |
| STLD Steel Dynamics Inc. | Add +1.9% | 0.22% | +0.04 |
| C Citigroup Inc. | Add +1.9% | 0.40% | +0.04 |
| CTVA Corteva Inc. | Add +2.9% | 0.20% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +7.0% | 0.20% | +0.03 |
| AER Aercap Holdings NV | Add +81.5% | 0.06% | +0.03 |
| IRM Iron Mountain Inc. | Add +68.9% | 0.09% | +0.03 |
| CAH Cardinal Health Inc. | Add +7.8% | 0.12% | +0.03 |
| SYY Sysco Corp. | Add +7.1% | 0.25% | +0.03 |
| COST Costco Wholesale Corp. | Add +4.5% | 0.20% | +0.03 |
| QCOM Qualcomm Inc. | Add +0.9% | 0.36% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 760 | $40.6B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 771 | $34.8B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 775 | $37.2B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 810 | $37.8B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 812 | $34.5B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2025 | 824 | $30.8B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 826 | $32.9B | AAPL, NVDA, MSFT, AMZN, GOOG |
| Q3 2024 | 862 | $31.7B | AAPL, MSFT, NVDA, META, GOOG |
| Q2 2024 | 860 | $30.1B | MSFT, NVDA, AAPL, GOOG, GOOGL |
| Q1 2024 | 864 | $29.3B | MSFT, AAPL, NVDA, GOOG, META |