Maj Invest Holding A/S

13F filer · CIK 0001730525

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$2.2BU.S. long equity reported on 13F

Positions380 new · 0 closed

Net flow last quarter-$374MBuys minus sells

Top 10 positions weight65.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202638 positions
QCOMQualcomm Inc	$194M	8.82%	0.10%	-24.6%	Q3 2014
BRK.BBerkshire Hathaway Inc	$183M	8.30%	Not reported	-12.6%	Q1 2013
METAMeta Platforms, Inc.	$171M	7.76%	Not reported	+18.4%	Q3 2017
HPQHP Inc	$164M	7.46%	0.82%	-11.6%	Q4 2022
AMATApplied Materials Inc	$128M	5.81%	0.02%	-57.8%	Q4 2016
AXPAmerican Express Co	$127M	5.78%	0.06%	+19.5%	Q1 2020
CICigna Group	$122M	5.57%	0.17%	+13.6%	Q1 2013
AMPAmeriprise Financial Inc	$121M	5.49%	0.29%	-11.7%	Q3 2024
CSXCSX Corp	$120M	5.46%	0.14%	-29.6%	Q4 2022
GOOGLAlphabet Inc.	$118M	5.36%	0.00%	-11.7%	Q4 2016
UPSUnited Parcel Service Inc	$104M	4.74%	0.14%	-11.7%	Q2 2024
LOWLowes Companies Inc	$103M	4.67%	0.08%	-11.7%	Q1 2020
KRKroger Co	$98.9M	4.50%	0.29%	+17.5%	Q1 2024
UNPUnion Pacific Corp	$95M	4.32%	0.06%	-33.3%	Q1 2013
HCAHCA Healthcare, Inc.	$90.6M	4.12%	0.11%	+34.8%	Q1 2025
ELVElevance Health, Inc.	$88.9M	4.04%	0.11%	-11.6%	Q2 2024
AFLAflac Inc	$60.2M	2.74%	0.10%	-10.6%	Q3 2017
ZTSZoetis Inc.	$42.9M	1.95%	0.14%	-11.6%	Q1 2026
NEMNEWMONT Corp	$41.8M	1.90%	0.04%	-6.6%	Q3 2022
SCIService Corp International	$25.2M	1.14%	0.24%	-11.6%	Q2 2021
INTCIntel Corp	$161K	0.01%	0.00%	-42.5%	Q1 2013
LMTLockheed Martin Corp	$160K	0.01%	0.00%	Not reported	Q1 2025
VVisa Inc.	$154K	0.01%	0.00%	-40.0%	Q4 2020
USBUS Bancorp \de\	$151K	0.01%	0.00%	Not reported	Q1 2020
GDGeneral Dynamics Corp	$142K	0.01%	0.00%	Not reported	Q1 2025
UNHUnitedhealth Group Inc	$128K	0.01%	0.00%	Not reported	Q1 2013
JNJJohnson & Johnson	$119K	0.01%	0.00%	Not reported	Q1 2017
ROKRockwell Automation, Inc	$119K	0.01%	0.00%	Not reported	Q3 2015
TXNTexas Instruments Inc	$112K	0.01%	0.00%	-42.3%	Q1 2023
MCOMoodys Corp	$111K	0.01%	0.00%	Not reported	Q4 2024
SONYSony Group Corp	$110K	0.01%	0.00%	Not reported	Q2 2021
MRNAModerna, Inc.	$104K	0.00%	0.00%	+50.5%	Q2 2021
GSGoldman Sachs Group Inc	$101K	0.00%	0.00%	Not reported	Q1 2013
BIDUBaidu, Inc.	$97K	0.00%	Not reported	Not reported	Q1 2023
PFEPfizer Inc	$96K	0.00%	0.00%	Not reported	Q1 2017
NOCNorthrop Grumman Corp	$92K	0.00%	0.00%	Not reported	Q1 2025
TMOThermo Fisher Scientific Inc.	$80K	0.00%	0.00%	Not reported	Q4 2024
JKSJinkoSolar Holding Co., Ltd.	$54K	0.00%	0.00%	Not reported	Q2 2021
Q1 2026Reported May 1, 202638 positions
BRK.BBerkshire Hathaway Inc	$200M	8.80%	Not reported	+12.3%	Q1 2013
QCOMQualcomm Inc	$179M	7.89%	0.13%	+41.8%	Q3 2014
HPQHP Inc	$163M	7.15%	0.93%	+71.3%	Q4 2022
CSXCSX Corp	$147M	6.48%	0.19%	-0.4%	Q4 2022
METAMeta Platforms, Inc.	$146M	6.44%	Not reported	+60.2%	Q3 2017
AMATApplied Materials Inc	$143M	6.30%	0.05%	-31.1%	Q4 2016
AMPAmeriprise Financial Inc	$132M	5.82%	0.33%	-0.6%	Q3 2024
UNPUnion Pacific Corp	$127M	5.59%	0.09%	-3.5%	Q1 2013
LOWLowes Companies Inc	$124M	5.48%	0.09%	-0.7%	Q1 2020
KRKroger Co	$110M	4.83%	0.25%	-0.6%	Q1 2024
UPSUnited Parcel Service Inc	$108M	4.75%	0.15%	+0.7%	Q2 2024
GOOGLAlphabet Inc.	$107M	4.72%	0.00%	-1.8%	Q4 2016
CICigna Group	$104M	4.59%	0.15%	-0.7%	Q1 2013
AXPAmerican Express Co	$95M	4.18%	0.05%	+1.0%	Q1 2020
HCAHCA Healthcare, Inc.	$81.6M	3.59%	0.08%	-1.2%	Q1 2025
ZTSZoetis Inc.	$79.8M	3.51%	0.16%	New	Q1 2026
ELVElevance Health, Inc.	$76.2M	3.35%	0.12%	-0.7%	Q2 2024
AFLAflac Inc	$63M	2.77%	0.11%	+2.7%	Q3 2017
NEMNEWMONT Corp	$51.9M	2.28%	0.04%	-40.1%	Q3 2022
SCIService Corp International	$30.9M	1.36%	0.27%	-0.7%	Q2 2021
VVisa Inc.	$227K	0.01%	0.00%	Not reported	Q4 2020
LMTLockheed Martin Corp	$191K	0.01%	0.00%	Not reported	Q1 2025
GDGeneral Dynamics Corp	$137K	0.01%	0.00%	Not reported	Q1 2025
USBUS Bancorp \de\	$130K	0.01%	0.00%	Not reported	Q1 2020
TXNTexas Instruments Inc	$126K	0.01%	0.00%	Not reported	Q1 2023
NOCNorthrop Grumman Corp	$123K	0.01%	0.00%	Not reported	Q1 2025
JNJJohnson & Johnson	$115K	0.01%	0.00%	Not reported	Q1 2017
SONYSony Group Corp	$114K	0.01%	0.00%	Not reported	Q2 2021
PFEPfizer Inc	$112K	0.00%	0.00%	Not reported	Q1 2017
MCOMoodys Corp	$107K	0.00%	0.00%	Not reported	Q4 2024
BIDUBaidu, Inc.	$95K	0.00%	Not reported	Not reported	Q1 2023
INTCIntel Corp	$88K	0.00%	0.00%	Not reported	Q1 2013
ROKRockwell Automation, Inc	$86K	0.00%	0.00%	Not reported	Q3 2015
GSGoldman Sachs Group Inc	$85K	0.00%	0.00%	Not reported	Q1 2013
UNHUnitedhealth Group Inc	$83K	0.00%	0.00%	Not reported	Q1 2013
JKSJinkoSolar Holding Co., Ltd.	$81K	0.00%	0.00%	Not reported	Q2 2021
TMOThermo Fisher Scientific Inc.	$79K	0.00%	0.00%	Not reported	Q4 2024
MRNAModerna, Inc.	$50K	0.00%	0.00%	Not reported	Q2 2021
Q4 2025Reported Feb 6, 202638 positions
BRK.BBerkshire Hathaway Inc	$187M	8.69%	Not reported	-27.5%	Q1 2013
QCOMQualcomm Inc	$168M	7.82%	0.09%	-21.9%	Q3 2014
AMATApplied Materials Inc	$156M	7.27%	0.08%	-48.7%	Q4 2016
AMPAmeriprise Financial Inc	$147M	6.83%	0.32%	+0.8%	Q3 2024
CSXCSX Corp	$131M	6.07%	0.19%	-34.4%	Q4 2022
LOWLowes Companies Inc	$128M	5.95%	0.09%	-33.9%	Q1 2020
UNPUnion Pacific Corp	$126M	5.84%	0.09%	+1.3%	Q1 2013
GOOGLAlphabet Inc.	$119M	5.53%	0.00%	-65.7%	Q4 2016
AXPAmerican Express Co	$115M	5.35%	0.05%	-33.3%	Q1 2020
HPQHP Inc	$110M	5.12%	0.54%	-14.2%	Q4 2022
CICigna Group	$108M	5.04%	0.15%	-6.9%	Q1 2013
UPSUnited Parcel Service Inc	$108M	5.03%	0.15%	+10.6%	Q2 2024
METAMeta Platforms, Inc.	$105M	4.90%	Not reported	+22.2%	Q3 2017
KRKroger Co	$95.2M	4.43%	0.24%	-6.7%	Q1 2024
ELVElevance Health, Inc.	$91.9M	4.27%	0.12%	-34.0%	Q2 2024
HCAHCA Healthcare, Inc.	$81.5M	3.79%	0.08%	-48.4%	Q1 2025
NEMNEWMONT Corp	$79.9M	3.72%	0.07%	-57.7%	Q3 2022
AFLAflac Inc	$61.7M	2.87%	0.11%	-2.9%	Q3 2017
SCIService Corp International	$29.4M	1.37%	0.27%	-36.0%	Q2 2021
VVisa Inc.	$263K	0.01%	0.00%	Not reported	Q4 2020
LMTLockheed Martin Corp	$153K	0.01%	0.00%	Not reported	Q1 2025
SONYSony Group Corp	$141K	0.01%	0.00%	Not reported	Q2 2021
GDGeneral Dynamics Corp	$135K	0.01%	0.00%	Not reported	Q1 2025
USBUS Bancorp \de\	$133K	0.01%	0.00%	Not reported	Q1 2020
MCOMoodys Corp	$125K	0.01%	0.00%	+36.1%	Q4 2024
TXNTexas Instruments Inc	$113K	0.01%	0.00%	Not reported	Q1 2023
BIDUBaidu, Inc.	$111K	0.01%	Not reported	Not reported	Q1 2023
NOCNorthrop Grumman Corp	$103K	0.00%	0.00%	Not reported	Q1 2025
UNHUnitedhealth Group Inc	$101K	0.00%	0.00%	+38.3%	Q1 2013
PFEPfizer Inc	$100K	0.00%	0.00%	Not reported	Q1 2017
JNJJohnson & Johnson	$97K	0.00%	0.00%	-41.3%	Q1 2017
TMOThermo Fisher Scientific Inc.	$93K	0.00%	0.00%	Not reported	Q4 2024
ROKRockwell Automation, Inc	$93K	0.00%	0.00%	-40.0%	Q3 2015
GSGoldman Sachs Group Inc	$88K	0.00%	0.00%	-44.4%	Q1 2013
JKSJinkoSolar Holding Co., Ltd.	$83K	0.00%	0.00%	Not reported	Q2 2021
INTCIntel Corp	$74K	0.00%	0.00%	-96.6%	Q1 2013
PKGPackaging Corp of America	$41K	0.00%	0.00%	-50.5%	Q3 2018
MRNAModerna, Inc.	$29K	0.00%	0.00%	Not reported	Q2 2021
Q3 2025Reported Nov 3, 202542 positions
GOOGLAlphabet Inc.	$269M	9.19%	0.01%	-7.0%	Q4 2016
BRK.BBerkshire Hathaway Inc	$258M	8.80%	Not reported	+34.1%	Q1 2013
AMATApplied Materials Inc	$243M	8.29%	0.15%	-4.7%	Q4 2016
QCOMQualcomm Inc	$209M	7.15%	0.12%	-5.2%	Q3 2014
LOWLowes Companies Inc	$202M	6.89%	0.14%	+15.7%	Q1 2020
CSXCSX Corp	$195M	6.66%	0.29%	-17.4%	Q4 2022
NEMNEWMONT Corp	$159M	5.45%	0.17%	-9.9%	Q3 2022
HPQHP Inc	$157M	5.35%	0.62%	+3.8%	Q4 2022
AXPAmerican Express Co	$155M	5.29%	0.07%	-10.0%	Q1 2020
AMPAmeriprise Financial Inc	$146M	4.99%	0.32%	-10.1%	Q3 2024
HCAHCA Healthcare, Inc.	$144M	4.93%	0.15%	+6.1%	Q1 2025
ELVElevance Health, Inc.	$128M	4.38%	0.18%	-10.0%	Q2 2024
UNPUnion Pacific Corp	$127M	4.33%	0.09%	+41.1%	Q1 2013
CICigna Group	$122M	4.16%	0.16%	+2.4%	Q1 2013
KRKroger Co	$110M	3.76%	0.25%	-9.4%	Q1 2024
METAMeta Platforms, Inc.	$96M	3.28%	Not reported	-36.7%	Q3 2017
UPSUnited Parcel Service Inc	$82.4M	2.81%	0.14%	+38.8%	Q2 2024
AFLAflac Inc	$64.4M	2.20%	0.11%	+1.3%	Q3 2017
SCIService Corp International	$49.1M	1.68%	0.42%	-10.1%	Q2 2021
BBarrick Mining Corp	$7.49M	0.26%	0.01%	-11.5%	Q2 2025
INTCIntel Corp	$1.98M	0.07%	0.00%	-11.1%	Q1 2013
VVisa Inc.	$256K	0.01%	0.00%	Not reported	Q4 2020
TERTeradyne, Inc	$224K	0.01%	0.00%	Not reported	Q4 2020
MUMicron Technology Inc	$167K	0.01%	0.00%	Not reported	Q2 2022
SONYSony Group Corp	$158K	0.01%	0.00%	Not reported	Q2 2021
LMTLockheed Martin Corp	$157K	0.01%	0.00%	Not reported	Q1 2025
JNJJohnson & Johnson	$148K	0.01%	0.00%	Not reported	Q1 2017
GSGoldman Sachs Group Inc	$143K	0.00%	0.00%	-99.8%	Q1 2013
ROKRockwell Automation, Inc	$140K	0.00%	0.00%	Not reported	Q3 2015
GDGeneral Dynamics Corp	$136K	0.00%	0.00%	Not reported	Q1 2025
USBUS Bancorp \de\	$121K	0.00%	0.00%	Not reported	Q1 2020
TXNTexas Instruments Inc	$119K	0.00%	0.00%	Not reported	Q1 2023
BIDUBaidu, Inc.	$112K	0.00%	Not reported	Not reported	Q1 2023
NOCNorthrop Grumman Corp	$110K	0.00%	0.00%	Not reported	Q1 2025
PFEPfizer Inc	$102K	0.00%	0.00%	Not reported	Q1 2017
PKGPackaging Corp of America	$88K	0.00%	0.00%	-1.2%	Q3 2018
MCOMoodys Corp	$86K	0.00%	0.00%	Not reported	Q4 2024
RUNSunrun Inc.	$81K	0.00%	0.00%	Not reported	Q3 2019
TMOThermo Fisher Scientific Inc.	$78K	0.00%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$77K	0.00%	0.00%	Not reported	Q1 2013
JKSJinkoSolar Holding Co., Ltd.	$77K	0.00%	0.00%	Not reported	Q2 2021
MRNAModerna, Inc.	$26K	0.00%	0.00%	Not reported	Q2 2021

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