Q2 2026 13F · SEC CIK 891478

Banco Santander, S.A.

Bank & trustFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $16.1B
Reported positions: 511
Top holdings a year, 3 yrs: +10.5%
Average holding period: 6.1 yrs

Banco Santander, S.A. is a bank & trust that reported 511 positions worth $16.1B in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Banco Santander Brasil S A (BSBR, 17.0%), Microsoft Corp (MSFT, 5.8%), Nvidia Corporation (NVDA, 5.7%). A portfolio copying its top holdings returned 10.5% a year over the last 3 years, against 20.4% for the S&P 500.

Banco Santander, S.A. holdings largest 50 of 511 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 Santander, S.A. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BSBRBanco Santander Brasil S A	17.0%	24.9%	520,218,168	+0.0%	$2.7B
MSFTMicrosoft Corp	5.8%	5.5%	2,500,025	+36.1%	$932.6M
NVDANvidia Corporation	5.7%	3.7%	4,591,825	+74.2%	$918.8M
FERFerrovial NV	4.2%	4.7%	9,814,016	+12.5%	$673.3M
AAPLApple Inc	4.2%	2.9%	2,313,583	+65.0%	$669.5M
MUMicron Technology Inc	2.9%	0.6%	403,459	+98.7%	$465.7M
AMZNAmazon Com Inc	2.8%	2.4%	1,904,441	+35.7%	$453.9M
METAMeta Platforms Inc	2.4%	1.4%	682,535	+121.3%	$384.5M
TTETotalenergies SE	2.4%	3.1%	4,871,156	+15.3%	$378.8M
GOOGLAlphabet Inc	2.3%	1.7%	1,047,114	+45.8%	$374.2M
AVGOBroadcom Inc	1.9%	1.2%	816,346	+70.1%	$308.4M
GOOGAlphabet Inc	1.4%	1.3%	625,126	+12.7%	$220.9M
GLDSpdr Gold Tr	1.4%	1.8%	595,810	+16.9%	$219.5M
JPMJpmorgan Chase & Co	1.3%	1.2%	658,183	+25.7%	$215.4M
RACEFerrari N V	1.1%	1.5%	461,060	-16.0%	$171.6M
SPYState Str Spdr S&p 500 ETF T	1.0%	1.2%	210,516	-10.6%	$157.2M
LLYEli Lilly & Co	0.9%	0.9%	119,853	+3.1%	$143.8M
CATCaterpillar Inc	0.9%	0.7%	133,742	+10.5%	$142.4M
VOOVanguard Index Fds	0.9%	1.0%	202,961	-3.2%	$139.4M
DBDeutsche Bk AG	0.9%	—	4,062,367	—	$137.1M
QQQMInvesco Exch Traded Fd Tr II	0.8%	0.8%	446,330	+11.0%	$135.2M
AMATApplied Matls Inc	0.8%	—	185,274	—	$134.0M
CCitigroup Inc	0.8%	0.6%	918,469	+35.6%	$128.5M
MRVLMarvell Technology Inc	0.8%	—	425,132	—	$126.6M
AMDAdvanced Micro Devices Inc	0.7%	—	203,922	—	$118.5M
MSMorgan Stanley	0.7%	0.6%	547,394	+31.0%	$114.4M
IVVIshares Tr	0.7%	0.7%	151,600	+18.4%	$113.5M
ORCLOracle Corp	0.7%	0.4%	722,074	+138.8%	$105.8M
TSLATesla Inc	0.7%	0.6%	249,823	+26.7%	$105.1M
URTHIshares Inc	0.7%	0.6%	516,523	+17.3%	$104.7M
LRCXLam Research Corp	0.6%	0.5%	225,762	-14.9%	$97.8M
BACBank of Amer Corp	0.6%	0.4%	1,697,639	+54.1%	$96.7M
VVisa Inc	0.6%	0.6%	265,743	+11.2%	$91.2M
SNDKSandisk Corp	0.6%	—	39,672	—	$90.2M
KOCoca Cola Co	0.6%	0.6%	1,090,758	+3.1%	$88.6M
KLACKla Corp	0.5%	—	284,007	—	$85.7M
INTCIntel Corp	0.5%	—	600,233	—	$83.8M
GSGoldman Sachs Group Inc	0.5%	0.3%	77,660	+74.3%	$78.5M
WDCWestern Digital Corp Com	0.5%	—	115,265	—	$73.6M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.3%	146,388	+62.1%	$73.3M
NFLXNetflix Inc.	0.4%	0.7%	969,566	+2.6%	$69.2M
WMTWalmart Inc	0.4%	0.6%	564,758	-5.2%	$64.0M
BMYBristol-Myers Squibb Co	0.4%	0.4%	1,088,316	+34.7%	$62.7M
UNHUnitedhealth Group Inc	0.4%	—	148,639	—	$61.8M
GEVGe Vernova Inc	0.4%	—	51,483	—	$60.5M
QQQInvesco Qqq Tr	0.4%	—	78,906	—	$58.1M
VRTVertiv Holdings Co	0.4%	—	171,114	—	$57.3M
VRTXVertex Pharmaceuticals Inc	0.3%	0.4%	108,075	+8.7%	$53.7M
MAMastercard Incorporated	0.3%	0.5%	103,682	-10.5%	$53.3M
XOMExxon Mobil Corp	0.3%	0.8%	388,175	-33.6%	$53.1M

What Banco Santander, 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: +15.8% /yr; S&P 500 +20.1%
3 years: +10.5% /yr; S&P 500 +20.4%
5 years: +3.8% /yr; S&P 500 +14.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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	511
Q1 2026	$12.4B	470
Q4 2025	$13.4B	459
Q3 2025	$11.3B	471
Q2 2025	$10.5B	481
Q1 2025	$9.1B	476
Q4 2024	$8.3B	447
Q3 2024	$8.5B	443
Q2 2024	$8.1B	402
Q1 2024	$8.3B	417
Q4 2023	$8.5B	412
Q3 2023	$7.1B	424

Questions about Banco Santander, S.A.'s portfolio

What stocks does Banco Santander, S.A. own?

Banco Santander, S.A.'s latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 511 positions worth $16.1B. The largest are Banco Santander Brasil S A (BSBR) at 17.0%, Microsoft Corp (MSFT) at 5.8%, Nvidia Corporation (NVDA) at 5.7%, Ferrovial NV (FER) at 4.2% and Apple Inc (AAPL) at 4.2%.

What did Banco Santander, S.A. buy last quarter?

In Q2 2026, Banco Santander, S.A. added Oracle Corp (ORCL) (+138.8% shares), Meta Platforms Inc (META) (+121.3% shares) and Micron Technology Inc (MU) (+98.7% shares), compared with its Q1 2026 filing.

What did Banco Santander, S.A. sell last quarter?

In Q2 2026, Banco Santander, S.A. cut from its top 50 Stellantis N.v (STLA), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Ishares Tr (ACWI), cut from its top 50 Coty Inc (COTY), Exxon Mobil Corp (XOM) (-33.6% shares), Ferrari N V (RACE) (-16.0% shares) and Lam Research Corp (LRCX) (-14.9% shares), compared with its Q1 2026 filing.

How has Banco Santander, S.A.'s portfolio performed?

A portfolio copying Banco Santander, S.A.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.8% against +20.1%. Over 5 years: +3.8% a year against +14.8%.

When is Banco Santander, S.A.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Banco Santander, 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.