Q2 2026 13F · SEC CIK 842180

Banco Bilbao Vizcaya Argentaria, S.a.

Bank & trustFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $16.1B
Reported positions: 733
Top holdings a year, 3 yrs: +23.1%
Average holding period: 5.5 yrs

Banco Bilbao Vizcaya Argentaria, S.a. is a bank & trust that reported 733 positions worth $16.1B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 16.3%), Nvidia Corporation Com (NVDA, 4.8%), Apple Inc (AAPL, 3.9%). A portfolio copying its top holdings returned 23.1% a year over the last 3 years, against 20.4% for the S&P 500.

Banco Bilbao Vizcaya Argentaria, S.a. holdings largest 50 of 733 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Banco Bilbao Vizcaya Argentaria, S.a. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	16.3%	19.2%	3,500,840	-18.0%	$2.6B
NVDANvidia Corporation Com	4.8%	5.9%	3,826,639	-21.0%	$763.8M
AAPLApple Inc	3.9%	3.7%	2,183,517	+4.6%	$631.2M
MSFTMicrosoft Corp	3.4%	3.7%	1,477,964	+4.2%	$550.7M
IVVIshares Core S&p 500 ETF	3.0%	1.3%	530,459	+82.3%	$474.3M
GOOGLAlphabet Inc	2.9%	2.5%	1,312,096	+3.6%	$468.3M
AMZNAmazon Com Inc Com	2.5%	2.3%	1,695,730	+8.2%	$404.6M
AVGOBroadcom Inc	2.3%	2.2%	965,878	-5.4%	$364.6M
MUMicron Technology Inc	2.1%	0.7%	294,483	-6.6%	$339.5M
BILSPDR Brcy1-3 Ser	2.1%	2.3%	3,645,961	+2.3%	$334.3M
METAMeta Platforms Inc Class A	1.7%	2.2%	480,636	-12.3%	$269.8M
AMDAdvanced Micro Devices Inc	1.5%	0.4%	408,672	+31.9%	$236.0M
GOOGAlphabet Inc	1.5%	1.4%	666,578	-2.2%	$235.5M
LRCXLam Research Corp	1.0%	0.6%	385,338	+1.5%	$166.8M
SHVIshares Tr	1.0%	1.1%	1,444,594	+0.8%	$159.5M
VCSHVanguard Scottsdale Fds	1.0%	1.2%	1,954,548	-11.0%	$154.7M
KLACKla Corp	0.9%	0.5%	493,144	+910.2%	$148.4M
AMATApplied Matls Inc	0.9%	0.5%	195,905	+1.0%	$141.6M
PSNYPolestar Automotive Hldg UK	0.8%	0.9%	7,755,946	+0.0%	$133.7M
SOXXIshares Semiconductor ETF	0.7%	—	186,620	—	$118.7M
VVisa Inc Com Cl A	0.7%	0.8%	343,572	-4.2%	$117.8M
SNDKSandisk Corp	0.7%	—	52,331	—	$115.9M
QQQInvesco Qqq Tr	0.7%	0.4%	153,390	+54.9%	$112.7M
XLFSelect Sector Spdr Tr	0.7%	—	2,091,321	—	$112.0M
LLYLilly Eli & Co	0.7%	0.6%	91,229	-8.8%	$109.3M
NFLXNetflix Inc Total	0.7%	0.9%	1,470,897	+6.5%	$105.5M
ACWIIshares Tr	0.7%	0.7%	672,938	-1.0%	$105.4M
CSCOCisco Sys Inc	0.6%	0.5%	865,221	-3.1%	$101.6M
INTCIntel Corp	0.6%	0.3%	662,615	-40.3%	$92.2M
GLWCorning Inc.	0.5%	0.4%	326,436	-22.9%	$83.3M
MAMastercard Inc.	0.5%	0.6%	158,739	-3.3%	$81.4M
SLVIshares Silver Tr	0.5%	0.7%	1,501,060	+2.3%	$80.7M
WMTWalmart Inc	0.5%	0.6%	712,555	+4.8%	$80.7M
ABBVAbbvie Inc	0.5%	0.5%	319,602	-5.0%	$80.4M
IEIIshares	0.5%	0.4%	667,283	+25.9%	$78.3M
DISDisney Walt Co	0.5%	0.5%	796,318	+5.5%	$76.7M
XLVSelect Sector Spdr Tr	0.4%	—	445,151	—	$70.6M
EWTiShares MSCI Taiwan ETF	0.4%	—	648,931	—	$70.3M
SIVRAbrdn Silver ETF Trust	0.4%	0.6%	1,182,000	-10.6%	$66.9M
ADIAnalog Devices Inc	0.4%	0.3%	166,535	+6.5%	$66.1M
WDCWestern Digital Corp	0.4%	—	93,524	—	$59.8M
ANETArista Networks Inc	0.4%	—	347,199	—	$59.0M
INDAIshares Tr	0.4%	—	1,171,427	—	$57.8M
MRVLMarvell Technology Inc	0.4%	—	193,664	—	$57.4M
EWIIshares Inc	0.4%	—	967,869	—	$57.2M
MELIMercadolibre Inc	0.4%	0.4%	33,794	+12.6%	$57.1M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	113,154	-2.3%	$56.6M
BABAAlibaba Group Hldg Ltd	0.3%	0.4%	585,700	+40.0%	$56.0M
JPMJpmorgan Chase & Co	0.3%	0.5%	170,877	-34.6%	$55.9M
QCOMQualcomm Inc	0.3%	—	292,454	—	$54.2M

What Banco Bilbao Vizcaya Argentaria, S.a. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +23.1% /yr; S&P 500 +20.4%
5 years: +13.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$16.1B	733
Q1 2026	$14.3B	726
Q4 2025	$14.4B	724
Q3 2025	$13.1B	727
Q2 2025	$11.0B	691
Q1 2025	$9.9B	719
Q4 2024	$9.5B	690
Q3 2024	$10.0B	706
Q2 2024	$7.9B	662
Q1 2024	$7.4B	688
Q4 2023	$7.1B	658
Q3 2023	$7.4B	724

Questions about Banco Bilbao Vizcaya Argentaria, S.a.'s portfolio

What stocks does Banco Bilbao Vizcaya Argentaria, S.a. own?

Banco Bilbao Vizcaya Argentaria, S.a.'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 733 positions worth $16.1B. The largest are Spdr S&p 500 ETF Tr (SPY) at 16.3%, Nvidia Corporation Com (NVDA) at 4.8%, Apple Inc (AAPL) at 3.9%, Microsoft Corp (MSFT) at 3.4% and Ishares Core S&p 500 ETF (IVV) at 3.0%.

What did Banco Bilbao Vizcaya Argentaria, S.a. buy last quarter?

In Q2 2026, Banco Bilbao Vizcaya Argentaria, S.a. added Kla Corp (KLAC) (+910.2% shares), Ishares Core S&p 500 ETF (IVV) (+82.3% shares) and Invesco Qqq Tr (QQQ) (+54.9% shares), compared with its Q1 2026 filing.

What did Banco Bilbao Vizcaya Argentaria, S.a. sell last quarter?

In Q2 2026, Banco Bilbao Vizcaya Argentaria, S.a. cut from its top 50 Spdr Gold Shares (GLD), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Ishares Inc (EWZ), cut from its top 50 Coinbase Global Inc (COIN), cut from its top 50 Wells Fargo Co New (WFC), Intel Corp (INTC) (-40.3% shares), Jpmorgan Chase & Co (JPM) (-34.6% shares) and Corning Inc. (GLW) (-22.9% shares), compared with its Q1 2026 filing.

How has Banco Bilbao Vizcaya Argentaria, S.a.'s portfolio performed?

A portfolio copying Banco Bilbao Vizcaya Argentaria, S.a.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +13.0% a year against +11.6%.

When is Banco Bilbao Vizcaya Argentaria, S.a.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Banco Bilbao Vizcaya Argentaria, S.a.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.