# AXA Investment Managers S.A.

> Institutional holdings reported to the SEC as of Q3 2025 on Form 13F. CIK 1826635. Source: https://holderbook.com/funds/1826635-axa-investment-managers-s-a/

- Reported value: $37.1B
- Positions: 1,170
- Weight of the ten largest: 31.5%
- Filed: 2025-11-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.6B | 14,133,764 | 7.1% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.2B | 4,253,178 | 5.9% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.6B | 6,472,176 | 4.4% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.2B | 5,329,179 | 3.2% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $886.3M | 2,686,492 | 2.4% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $794.6M | 1,081,979 | 2.1% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $719.4M | 2,959,109 | 1.9% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $689.7M | 2,836,899 | 1.9% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $511.0M | 1,496,875 | 1.4% | 1 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $423.8M | 460,561 | 1.1% | 1 |
| UBS GROUP AG | [UBS](https://holderbook.com/stocks/UBS/) | $416.7M | 4,222,171 | 1.1% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $361.4M | 390,392 | 1.0% | 1 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $348.2M | 2,408,893 | 0.9% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $341.2M | 767,302 | 0.9% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $330.6M | 1,048,217 | 0.9% | 1 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $329.5M | 937,947 | 0.9% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $328.5M | 274,025 | 0.9% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $325.9M | 870,689 | 0.9% | 1 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $309.8M | 692,696 | 0.8% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $291.5M | 1,043,812 | 0.8% | 1 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $288.4M | 907,725 | 0.8% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $275.0M | 2,816,813 | 0.7% | 1 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $266.2M | 560,524 | 0.7% | 1 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $253.3M | 600,183 | 0.7% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $231.9M | 407,691 | 0.6% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $224.9M | 799,700 | 0.6% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $222.6M | 670,140 | 0.6% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $219.6M | 948,621 | 0.6% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $219.2M | 3,203,579 | 0.6% | 1 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $218.8M | 1,224,093 | 0.6% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $216.4M | 1,408,540 | 0.6% | 1 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $214.6M | 2,190,668 | 0.6% | 1 |
| FERRARI N V | [RACE](https://holderbook.com/stocks/RACE/) | $207.0M | 426,587 | 0.6% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $203.7M | 1,000,567 | 0.5% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $200.6M | 262,864 | 0.5% | 1 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $195.5M | 403,144 | 0.5% | 1 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $187.5M | 274,521 | 0.5% | 1 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $184.1M | 1,658,519 | 0.5% | 1 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $182.6M | 801,939 | 0.5% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $177.7M | 2,679,410 | 0.5% | 1 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $170.4M | 719,005 | 0.5% | 1 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $166.6M | 30,853 | 0.4% | 1 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $163.6M | 579,669 | 0.4% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $161.0M | 967,586 | 0.4% | 1 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $151.4M | 515,979 | 0.4% | 1 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $149.9M | 208,842 | 0.4% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $148.3M | 724,493 | 0.4% | 1 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $143.5M | 523,991 | 0.4% | 1 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $141.4M | 572,746 | 0.4% | 1 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $141.0M | 3,125,540 | 0.4% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $137.5M | 741,294 | 0.4% | 1 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $137.2M | 597,868 | 0.4% | 1 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $137.2M | 1,641,832 | 0.4% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $134.5M | 1,004,504 | 0.4% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $131.9M | 325,547 | 0.4% | 1 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $128.4M | 178,661 | 0.3% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $127.3M | 698,093 | 0.3% | 1 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $123.5M | 292,487 | 0.3% | 1 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $120.2M | 1,049,925 | 0.3% | 1 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $119.7M | 962,924 | 0.3% | 1 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $117.8M | 340,103 | 0.3% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $113.9M | 704,104 | 0.3% | 1 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $113.3M | 144,652 | 0.3% | 1 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $113.0M | 149,016 | 0.3% | 1 |
| DEXCOM INC | [DXCM](https://holderbook.com/stocks/DXCM/) | $112.2M | 1,667,464 | 0.3% | 1 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $108.5M | 494,355 | 0.3% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $106.8M | 718,868 | 0.3% | 1 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $106.4M | 115,618 | 0.3% | 1 |
| HONEYWELL INTL INC | [HONZZZZ](https://holderbook.com/stocks/HONZZZZ/) | $104.6M | 527,229 | 0.3% | 1 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $104.2M | 706,749 | 0.3% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $103.9M | 776,141 | 0.3% | 1 |
| MAKEMYTRIP LIMITED MAURITIUS | [MMYT](https://holderbook.com/stocks/MMYT/) | $103.0M | 421,300 | 0.3% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $101.5M | 1,209,059 | 0.3% | 1 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $98.6M | 399,830 | 0.3% | 1 |
| AMERIPRISE FINL INC | [AMP](https://holderbook.com/stocks/AMP/) | $97.5M | 198,379 | 0.3% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $96.8M | 782,586 | 0.3% | 1 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $95.0M | 40,659 | 0.3% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $93.4M | 641,078 | 0.3% | 1 |
| JD.COM INC | [JD](https://holderbook.com/stocks/JD/) | $93.2M | 867,324 | 0.3% | 1 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $91.4M | 187,776 | 0.2% | 1 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $89.4M | 501,821 | 0.2% | 1 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $89.4M | 76,676 | 0.2% | 1 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $89.0M | 115,229 | 0.2% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $88.9M | 531,134 | 0.2% | 1 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $88.4M | 250,703 | 0.2% | 1 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $88.3M | 192,990 | 0.2% | 1 |
| TRIMBLE INC | [TRMB](https://holderbook.com/stocks/TRMB/) | $87.2M | 1,067,661 | 0.2% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $87.2M | 620,592 | 0.2% | 1 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $86.9M | 277,939 | 0.2% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $86.8M | 172,586 | 0.2% | 1 |
| PAYONEER GLOBAL INC | [PAYO](https://holderbook.com/stocks/PAYO/) | $83.9M | 13,866,229 | 0.2% | 1 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $82.0M | 486,924 | 0.2% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $81.5M | 236,059 | 0.2% | 1 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $81.5M | 1,079,731 | 0.2% | 1 |
| ZEBRA TECHNOLOGIES CORPORATI | [ZBRA](https://holderbook.com/stocks/ZBRA/) | $81.2M | 273,396 | 0.2% | 1 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $78.9M | 82,801 | 0.2% | 1 |
| ALLEGION PLC | [ALLE](https://holderbook.com/stocks/ALLE/) | $78.8M | 444,287 | 0.2% | 1 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $78.6M | 548,730 | 0.2% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $78.2M | 257,186 | 0.2% | 1 |
| BENTLEY SYS INC | [BSY](https://holderbook.com/stocks/BSY/) | $75.2M | 1,459,994 | 0.2% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2025 | $37.1B | 1,170 |