Osmosis Investment Management UK Ltd historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Osmosis Investment Management UK Ltd opened 162 positions, added to 183, reduced 547 and sold out of 75.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 1,649,774.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 947,791.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 396,597.
- Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 612,695.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1780700), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q2 2026 | NVDA NVIDIA CORPORATION | United States | COM | 1,649,774 | 798,236 | -851,538 | $287,735,402 | $159,719,041 | -$128,016,361 | 2026-08-13 |
| Q2 2026 | AAPL APPLE INC | United States | COM | 947,791 | 483,606 | -464,185 | $240,539,878 | $139,936,232 | -$100,603,646 | 2026-08-13 |
| Q2 2026 | MSFT MICROSOFT CORP | United States | COM | 396,597 | 206,358 | -190,239 | $146,808,311 | $76,975,661 | -$69,832,650 | 2026-08-13 |
| Q2 2026 | AMZN AMAZON COM INC | United States | COM | 612,695 | 315,237 | -297,458 | $127,605,988 | $75,133,587 | -$52,472,401 | 2026-08-13 |
| Q2 2026 | GOOGL ALPHABET INC | United States | CAP STK CL A | 353,497 | 173,008 | -180,489 | $101,651,597 | $61,827,869 | -$39,823,728 | 2026-08-13 |
| Q2 2026 | META META PLATFORMS INC | United States | CL A | 139,115 | 72,965 | -66,150 | $79,591,865 | $41,100,455 | -$38,491,410 | 2026-08-13 |
| Q2 2026 | GOOG ALPHABET INC | United States | CAP STK CL C | 288,742 | 140,300 | -148,442 | $82,828,530 | $49,572,199 | -$33,256,331 | 2026-08-13 |
| Q2 2026 | TSLA TESLA INC | United States | COM | 177,356 | 86,165 | -91,191 | $65,932,093 | $36,240,999 | -$29,691,094 | 2026-08-13 |
| Q2 2026 | AVGO BROADCOM INC | United States | COM | 246,060 | 130,372 | -115,688 | $76,158,031 | $49,248,023 | -$26,910,008 | 2026-08-13 |
| Q2 2026 | JPM JPMORGAN CHASE & CO | United States | COM | 175,265 | 88,370 | -86,895 | $51,555,952 | $28,926,152 | -$22,629,800 | 2026-08-13 |
| Q2 2026 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 65,223 | 23,690 | -41,533 | $31,254,862 | $11,854,239 | -$19,400,623 | 2026-08-13 | |
| Q2 2026 | LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 64,730 | 10,596 | -54,134 | $22,341,560 | $3,079,092 | -$19,262,468 | 2026-08-13 |
| Q2 2026 | JNJ JOHNSON & JOHNSON | United States | COM | 158,964 | 78,182 | -80,782 | $38,857,160 | $19,855,883 | -$19,001,277 | 2026-08-13 |
| Q2 2026 | AZN ASTRAZENECA PLC | ORD | 199,294 | 105,982 | -93,312 | $38,621,280 | $19,828,480 | -$18,792,800 | 2026-08-13 | |
| Q2 2026 | SO SOUTHERN CO | United States | COM | 280,167 | 89,127 | -191,040 | $27,041,719 | $8,530,345 | -$18,511,374 | 2026-08-13 |
| Q2 2026 | MU MICRON TECHNOLOGY INC | United States | COM | 49,027 | 30,183 | -18,844 | $16,569,887 | $34,839,935 | +$18,270,048 | 2026-08-13 |
| Q2 2026 | KO COCA COLA CO | United States | COM | 454,596 | 206,323 | -248,273 | $34,785,831 | $16,767,870 | -$18,017,961 | 2026-08-13 |
| Q2 2026 | WMT WALMART INC | United States | COM | 202,512 | 72,050 | -130,462 | $25,212,919 | $8,160,383 | -$17,052,536 | 2026-08-13 |
| Q2 2026 | BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 554,811 | 289,321 | -265,490 | $33,649,287 | $16,670,676 | -$16,978,611 | 2026-08-13 |
| Q2 2026 | NFLX NETFLIX INC. | United States | COM | 269,815 | 134,798 | -135,017 | $25,942,712 | $9,624,577 | -$16,318,135 | 2026-08-13 |
| Q2 2026 | CVX CHEVRON CORPORATION | United States | COM | 105,635 | 35,312 | -70,323 | $21,855,882 | $5,853,317 | -$16,002,565 | 2026-08-13 |
| Q2 2026 | COST COSTCO WHOLESALE CORPORATION | United States | COM | 25,253 | 10,287 | -14,966 | $25,162,847 | $9,623,180 | -$15,539,667 | 2026-08-13 |
| Q2 2026 | LLY ELI LILLY & CO | United States | COM | 45,904 | 22,430 | -23,474 | $42,221,122 | $26,903,215 | -$15,317,907 | 2026-08-13 |
| Q2 2026 | ADI ANALOG DEVICES INC | United States | COM | 103,218 | 44,403 | -58,815 | $32,837,775 | $17,635,540 | -$15,202,235 | 2026-08-13 |
| Q2 2026 | MDT MEDTRONIC PLC | Ireland | SHS | 273,631 | 118,885 | -154,746 | $23,895,144 | $9,300,374 | -$14,594,770 | 2026-08-13 |
| Q2 2026 | V VISA INC | United States | COM CL A | 109,401 | 55,770 | -53,631 | $33,065,358 | $19,134,129 | -$13,931,229 | 2026-08-13 |
| Q2 2026 | MCD MCDONALDS CORP | United States | COM | 98,325 | 61,750 | -36,575 | $30,558,427 | $16,691,643 | -$13,866,784 | 2026-08-13 |
| Q2 2026 | MA MASTERCARD INCORPORATED | United States | CL A | 55,084 | 27,314 | -27,770 | $27,523,271 | $14,028,470 | -$13,494,801 | 2026-08-13 |
| Q2 2026 | ENB ENBRIDGE INC | COM | 361,515 | 117,332 | -244,183 | $19,514,726 | $6,360,307 | -$13,154,419 | 2026-08-13 | |
| Q2 2026 | VZ VERIZON COMMUNICATIONS INC | United States | COM | 320,567 | 71,122 | -249,445 | $16,092,463 | $3,011,305 | -$13,081,158 | 2026-08-13 |
| Q2 2026 | ACN ACCENTURE PLC IRELAND | SHS CLASS A | 97,977 | 52,544 | -45,433 | $19,427,859 | $6,538,575 | -$12,889,284 | 2026-08-13 | |
| Q2 2026 | ECL ECOLAB INC | United States | COM | 89,913 | 40,187 | -49,726 | $23,981,172 | $11,196,500 | -$12,784,672 | 2026-08-13 |
| Q2 2026 | GILD GILEAD SCIENCES INC | United States | COM | 173,584 | 90,311 | -83,273 | $24,192,402 | $11,409,892 | -$12,782,510 | 2026-08-13 |
| Q2 2026 | PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 142,533 | 69,294 | -73,239 | $20,849,727 | $8,084,531 | -$12,765,196 | 2026-08-13 |
| Q2 2026 | TTE TOTALENERGIES SE | ACT | 178,775 | 53,886 | -124,889 | $16,813,118 | $4,190,083 | -$12,623,035 | 2026-08-13 | |
| Q2 2026 | GE GE AEROSPACE | United States | COM NEW | 69,640 | 24,749 | -44,891 | $19,793,534 | $9,249,444 | -$10,544,090 | 2026-08-13 |
| Q2 2026 | CSCO CISCO SYS INC | United States | COM | 405,545 | 178,214 | -227,331 | $31,466,236 | $20,933,016 | -$10,533,220 | 2026-08-13 |
| Q2 2026 | OTIS OTIS WORLDWIDE CORP | United States | COM | 192,802 | 64,322 | -128,480 | $14,861,178 | $4,605,455 | -$10,255,723 | 2026-08-13 |
| Q2 2026 | ORCL ORACLE CORP | United States | COM | 129,634 | 61,663 | -67,971 | $19,070,458 | $9,036,713 | -$10,033,745 | 2026-08-13 |
| Q2 2026 | ABBV ABBVIE INC | United States | COM | 110,939 | 56,423 | -54,516 | $24,128,123 | $14,198,284 | -$9,929,839 | 2026-08-13 |
| Q2 2026 | INTU INTUIT | United States | COM | 39,579 | 28,041 | -11,538 | $17,113,168 | $7,318,701 | -$9,794,467 | 2026-08-13 |
| Q2 2026 | MNST MONSTER BEVERAGE CORP NEW | United States | COM | 184,136 | 39,519 | -144,617 | $13,342,495 | $3,798,566 | -$9,543,929 | 2026-08-13 |
| Q2 2026 | TMUS T-MOBILE US INC | United States | COM | 97,783 | 67,222 | -30,561 | $20,537,363 | $11,275,146 | -$9,262,217 | 2026-08-13 |
| Q2 2026 | HD HOME DEPOT INC | United States | COM | 62,156 | 31,887 | -30,269 | $20,442,487 | $11,245,907 | -$9,196,580 | 2026-08-13 |
| Q2 2026 | FAST FASTENAL CO | United States | COM | 419,491 | 218,345 | -201,146 | $19,464,382 | $10,487,110 | -$8,977,272 | 2026-08-13 |
| Q2 2026 | BAC BANK OF AMER CORP | United States | COM | 446,596 | 226,132 | -220,464 | $21,771,555 | $12,885,001 | -$8,886,554 | 2026-08-13 |
| Q2 2026 | UBER UBER TECHNOLOGIES INC | United States | COM | 273,838 | 149,919 | -123,919 | $19,697,167 | $10,818,155 | -$8,879,012 | 2026-08-13 |
| Q2 2026 | MRK MERCK & CO INC | United States | COM | 113,635 | 39,005 | -74,630 | $13,752,878 | $5,012,143 | -$8,740,735 | 2026-08-13 |
| Q2 2026 | INTC INTEL CORP | United States | COM | 368,739 | 177,563 | -191,176 | $16,272,452 | $24,793,122 | +$8,520,670 | 2026-08-13 |
| Q2 2026 | ROK ROCKWELL AUTOMATION INC | United States | COM | 55,879 | 23,301 | -32,578 | $20,053,855 | $11,535,859 | -$8,517,996 | 2026-08-13 |
| Q2 2026 | EIX EDISON INTL | United States | COM | 187,277 | 70,479 | -116,798 | $13,704,931 | $5,247,162 | -$8,457,769 | 2026-08-13 |
| Q2 2026 | KDP KEURIG DR PEPPER INC | United States | COM | 770,544 | 367,489 | -403,055 | $20,443,520 | $12,027,915 | -$8,415,605 | 2026-08-13 |
| Q2 2026 | RCL ROYAL CARIBBEAN GROUP | United States | COM | 46,513 | 15,117 | -31,396 | $12,872,241 | $4,800,101 | -$8,072,140 | 2026-08-13 |
| Q2 2026 | ES EVERSOURCE ENERGY | United States | COM | 226,635 | 108,643 | -117,992 | $15,701,374 | $7,851,630 | -$7,849,744 | 2026-08-13 |
| Q2 2026 | WFC WELLS FARGO & CO | United States | COM | 205,772 | 103,501 | -102,271 | $16,381,509 | $8,553,323 | -$7,828,186 | 2026-08-13 |
| Q2 2026 | AEM AGNICO EAGLE MINES LTD | COM | 73,153 | 45,011 | -28,142 | $14,796,462 | $6,990,854 | -$7,805,608 | 2026-08-13 | |
| Q2 2026 | IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 48,452 | 14,157 | -34,295 | $11,744,280 | $3,981,090 | -$7,763,190 | 2026-08-13 |
| Q2 2026 | NTR NUTRIEN LTD | COM | 166,961 | 82,321 | -84,640 | $12,637,901 | $5,184,227 | -$7,453,674 | 2026-08-13 | |
| Q2 2026 | AMD ADVANCED MICRO DEVICES INC | United States | COM | 156,965 | 67,712 | -89,253 | $31,931,390 | $39,334,578 | +$7,403,188 | 2026-08-13 |
| Q2 2026 | CAH CARDINAL HEALTH INC | United States | COM | 86,197 | 46,169 | -40,028 | $18,214,288 | $10,967,908 | -$7,246,380 | 2026-08-13 |
| Q2 2026 | WAT WATERS CORP | United States | COM | 58,535 | 27,778 | -30,757 | $17,431,723 | $10,417,861 | -$7,013,862 | 2026-08-13 |
| Q2 2026 | GS GOLDMAN SACHS GROUP INC | United States | COM | 19,686 | 9,947 | -9,739 | $16,654,159 | $10,060,097 | -$6,594,062 | 2026-08-13 |
| Q2 2026 | BSX BOSTON SCIENTIFIC CORP | United States | COM | 148,676 | 68,551 | -80,125 | $9,329,419 | $2,925,757 | -$6,403,662 | 2026-08-13 |
| Q2 2026 | SBAC SBA COMMUNICATIONS CORP | United States | CL A | 61,146 | 23,583 | -37,563 | $10,523,838 | $4,161,456 | -$6,362,382 | 2026-08-13 |
| Q2 2026 | A AGILENT TECHNOLOGIES INC | United States | COM | 116,466 | 53,654 | -62,812 | $13,300,584 | $7,126,861 | -$6,173,723 | 2026-08-13 |
| Q2 2026 | EQIX EQUINIX INC | United States | COM | 16,563 | 9,797 | -6,766 | $16,235,715 | $10,212,295 | -$6,023,420 | 2026-08-13 |
| Q2 2026 | AME AMETEK INC | United States | COM | 36,705 | 8,072 | -28,633 | $7,868,084 | $1,952,940 | -$5,915,144 | 2026-08-13 |
| Q2 2026 | VMC VULCAN MATLS CO | United States | COM | 39,430 | 16,736 | -22,694 | $10,736,789 | $4,937,287 | -$5,799,502 | 2026-08-13 |
| Q2 2026 | TJX TJX COS INC NEW | United States | COM | 68,473 | 34,298 | -34,175 | $10,935,138 | $5,196,147 | -$5,738,991 | 2026-08-13 |
| Q2 2026 | ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 21,446 | 10,900 | -10,546 | $9,886,392 | $4,334,712 | -$5,551,680 | 2026-08-13 |
| Q2 2026 | PPG PPG INDS INC | United States | COM | 76,269 | 22,175 | -54,094 | $8,151,631 | $2,689,606 | -$5,462,025 | 2026-08-13 |
| Q2 2026 | COP CONOCOPHILLIPS | United States | COM | 52,509 | 14,189 | -38,320 | $6,931,188 | $1,475,088 | -$5,456,100 | 2026-08-13 |
| Q2 2026 | C CITIGROUP INC | United States | COM NEW | 118,276 | 57,403 | -60,873 | $13,413,684 | $8,034,124 | -$5,379,560 | 2026-08-13 |
| Q2 2026 | VLO VALERO ENERGY CORP | United States | COM | 30,294 | 8,129 | -22,165 | $7,485,042 | $2,117,117 | -$5,367,925 | 2026-08-13 |
| Q2 2026 | SCHW SCHWAB CHARLES CORP | United States | COM | 112,363 | 57,016 | -55,347 | $10,559,875 | $5,260,866 | -$5,299,009 | 2026-08-13 |
| Q2 2026 | MCK MCKESSON CORP | United States | COM | 12,990 | 8,080 | -4,910 | $11,249,994 | $6,105,248 | -$5,144,746 | 2026-08-13 |
| Q2 2026 | GEV GE VERNOVA INC | United States | COM | 21,905 | 12,010 | -9,895 | $19,130,525 | $14,110,069 | -$5,020,456 | 2026-08-13 |
| Q2 2026 | DELL DELL TECHNOLOGIES INC | United States | CL C | 99,753 | 26,355 | -73,398 | $16,372,460 | $11,371,128 | -$5,001,332 | 2026-08-13 |
| Q2 2026 | CHKP CHECK POINT SOFTWARE TECH LT | ORD | 42,830 | 8,799 | -34,031 | $6,118,266 | $1,156,453 | -$4,961,813 | 2026-08-13 | |
| Q2 2026 | FWONK LIBERTY MEDIA CORP DEL | United States | COM LBTY ONE S C | 127,157 | 61,747 | -65,410 | $10,810,888 | $5,874,610 | -$4,936,278 | 2026-08-13 |
| Q2 2026 | AXP AMERICAN EXPRESS CO | United States | COM | 36,460 | 18,262 | -18,198 | $11,028,421 | $6,177,122 | -$4,851,299 | 2026-08-13 |
| Q2 2026 | J JACOBS SOLUTIONS INC | United States | COM | 71,397 | 34,053 | -37,344 | $9,087,410 | $4,290,678 | -$4,796,732 | 2026-08-13 |
| Q2 2026 | BG BUNGE GLOBAL SA | Switzerland | COM SHS | 58,353 | 24,954 | -33,399 | $7,422,502 | $2,663,340 | -$4,759,162 | 2026-08-13 |
| Q2 2026 | RY ROYAL BK CDA | COM | 89,110 | 46,772 | -42,338 | $14,351,551 | $9,681,422 | -$4,670,129 | 2026-08-13 | |
| Q2 2026 | CCI CROWN CASTLE INC | United States | COM | 109,747 | 56,266 | -53,481 | $8,923,529 | $4,261,024 | -$4,662,505 | 2026-08-13 |
| Q2 2026 | BLK BLACKROCK INC | United States | COM | 9,754 | 4,985 | -4,769 | $9,380,519 | $4,793,377 | -$4,587,142 | 2026-08-13 |
| Q2 2026 | CME CME GROUP INC | United States | COM | 25,017 | 13,014 | -12,003 | $7,388,771 | $2,873,882 | -$4,514,889 | 2026-08-13 |
| Q2 2026 | MS MORGAN STANLEY | United States | COM NEW | 78,453 | 40,228 | -38,225 | $12,911,010 | $8,409,261 | -$4,501,749 | 2026-08-13 |
| Q2 2026 | KMI KINDER MORGAN INC DEL | United States | COM | 258,482 | 132,136 | -126,346 | $8,666,901 | $4,224,388 | -$4,442,513 | 2026-08-13 |
| Q2 2026 | SHOP SHOPIFY INC | CL A SUB VTG SHS | 73,198 | 37,089 | -36,109 | $8,655,392 | $4,241,656 | -$4,413,736 | 2026-08-13 | |
| Q2 2026 | SPGI S&P GLOBAL INC | United States | COM | 19,520 | 9,627 | -9,893 | $8,302,637 | $3,920,692 | -$4,381,945 | 2026-08-13 |
| Q2 2026 | AMGN AMGEN INC | United States | COM | 46,053 | 32,649 | -13,404 | $16,203,748 | $11,822,856 | -$4,380,892 | 2026-08-13 |
| Q2 2026 | MKC MCCORMICK & CO INC | United States | COM NON VTG | 154,274 | 69,826 | -84,448 | $7,781,581 | $3,520,627 | -$4,260,954 | 2026-08-13 |
| Q2 2026 | CB CHUBB LIMITED | COM | 25,597 | 12,446 | -13,151 | $8,366,706 | $4,240,850 | -$4,125,856 | 2026-08-13 | |
| Q2 2026 | TWLO TWILIO INC | United States | CL A | 77,505 | 27,521 | -49,984 | $9,751,679 | $5,678,408 | -$4,073,271 | 2026-08-13 |
| Q2 2026 | SNPS SYNOPSYS INC | United States | COM | 21,814 | 10,336 | -11,478 | $8,648,815 | $4,610,580 | -$4,038,235 | 2026-08-13 |
| Q2 2026 | WELL WELLTOWER INC | United States | COM | 65,303 | 39,982 | -25,321 | $12,915,044 | $9,074,715 | -$3,840,329 | 2026-08-13 |
| Q2 2026 | CNQ CANADIAN NAT RES LTD MED TER | COM | 102,522 | 30,931 | -71,591 | $5,023,001 | $1,223,462 | -$3,799,539 | 2026-08-13 | |
| Q2 2026 | NOC NORTHROP GRUMMAN CORP | United States | COM | 7,162 | 2,160 | -5,002 | $4,886,203 | $1,100,110 | -$3,786,093 | 2026-08-13 |
| Q2 2026 | PLD PROLOGIS INC. | United States | COM | 89,367 | 59,540 | -29,827 | $11,812,550 | $8,065,884 | -$3,746,666 | 2026-08-13 |
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