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Sanders Capital, LLC

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13F filer, CIK 1508097, West Palm Beach, FL

Sanders Capital, LLC reported $74,487,154,607 across 47 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 62.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002985

Period
2025-06-30
Reported value
$74.5B
Holdings
47
Top 10 weight
62.4%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACNnew+8,824,786$2.64B
AMATnew+7,698,260$1.41B
ELVadded+1,152,440$448M
GOOGadded+2,117,990$376M
UNHadded+731,302$228M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
METAreduced-1,802,283-$1.33B
JPMreduced-3,221,878-$934M
SUreduced-21,436,483-$803M
TSMreduced-3,244,238-$735M
HUMexited-1,191,951-$315M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002985, largest first. % of portfolio is the value over $74,487,154,607, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,646,147 shares; 2024Q4: 41,877,457 shares; 2025Q1: 41,523,782 shares; 2025Q2: 38,279,544 shares 38,279,544$8.67B11.64%-3,244,238Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,850,907 shares; 2024Q4: 12,086,958 shares; 2025Q1: 11,967,872 shares; 2025Q2: 10,165,589 shares 10,165,589$7.5B10.07%-1,802,283Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,166,964 shares; 2024Q4: 13,322,075 shares; 2025Q1: 13,222,215 shares; 2025Q2: 12,767,575 shares 12,767,575$6.35B8.53%-454,640Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,257,164 shares; 2024Q4: 33,504,543 shares; 2025Q1: 33,239,953 shares; 2025Q2: 35,357,943 shares 35,357,943$6.27B8.42%+2,117,990Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,538,737 shares; 2024Q4: 11,655,563 shares; 2025Q1: 11,565,147 shares; 2025Q2: 11,102,583 shares 11,102,583$4.25B5.71%-462,564Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,929,921 shares; 2024Q4: 12,803,166 shares; 2025Q1: 13,759,910 shares; 2025Q2: 13,414,004 shares 13,414,004$2.94B3.95%-345,906Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,396,954 shares; 2024Q4: 17,547,392 shares; 2025Q1: 14,342,174 shares; 2025Q2: 12,974,887 shares 12,974,887$2.66B3.57%-1,367,287Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,824,786 shares 8,824,786$2.64B3.54%newTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,367,591 shares; 2024Q4: 16,530,152 shares; 2025Q1: 18,315,348 shares; 2025Q2: 18,082,306 shares 18,082,306$2.61B3.5%-233,042Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900,539 shares; 2024Q4: 8,054,959 shares; 2025Q1: 7,989,436 shares; 2025Q2: 7,793,018 shares 7,793,018$2.58B3.46%-196,418Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,609,258 shares; 2024Q4: 4,686,154 shares; 2025Q1: 4,672,768 shares; 2025Q2: 5,825,208 shares 5,825,208$2.27B3.04%+1,152,440Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,341,213 shares; 2024Q4: 22,516,155 shares; 2025Q1: 48,850,690 shares; 2025Q2: 47,162,420 shares 47,162,420$2.23B3%-1,688,270Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196,602 shares; 2024Q4: 5,258,593 shares; 2025Q1: 5,217,526 shares; 2025Q2: 5,948,828 shares 5,948,828$1.86B2.49%+731,302Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,138 shares; 2024Q4: 285,064 shares; 2025Q1: 283,119 shares; 2025Q2: 274,031 shares 274,031$1.59B2.13%-9,088Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,841,592 shares; 2024Q4: 29,764,524 shares; 2025Q1: 30,691,939 shares; 2025Q2: 30,368,851 shares 30,368,851$1.49B2.01%-323,088Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,698,260 shares 7,698,260$1.41B1.89%newTimeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,912,062 shares; 2024Q4: 9,522,676 shares; 2025Q1: 9,432,979 shares; 2025Q2: 9,402,989 shares 9,402,989$1.37B1.84%-29,990Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,194,767 shares; 2024Q4: 8,250,369 shares; 2025Q1: 7,765,918 shares; 2025Q2: 4,544,040 shares 4,544,040$1.32B1.77%-3,221,878Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,457,587 shares; 2024Q4: 13,848,308 shares; 2025Q1: 14,553,975 shares; 2025Q2: 14,514,915 shares 14,514,915$1.16B1.55%-39,060Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178,460 shares; 2024Q4: 4,212,422 shares; 2025Q1: 4,182,036 shares; 2025Q2: 3,940,964 shares 3,940,964$1.15B1.54%-241,072Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,249,547 shares; 2024Q4: 7,353,715 shares; 2025Q1: 7,297,102 shares; 2025Q2: 7,063,859 shares 7,063,859$1.13B1.51%-233,243Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,971,340 shares; 2025Q1: 3,182,370 shares; 2025Q2: 3,076,760 shares 3,076,760$1.09B1.47%-105,610Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,974,391 shares; 2024Q4: 15,186,692 shares; 2025Q1: 15,068,986 shares; 2025Q2: 14,526,862 shares 14,526,862$1.02B1.36%-542,124Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,083,550 shares; 2024Q4: 12,237,923 shares; 2025Q1: 12,146,885 shares; 2025Q2: 11,775,397 shares 11,775,397$1B1.35%-371,488Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282,730 shares; 2024Q4: 2,017,292 shares; 2025Q1: 2,018,834 shares; 2025Q2: 1,980,349 shares 1,980,349$990M1.33%-38,485Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,460,434 shares; 2024Q4: 8,897,277 shares; 2025Q1: 8,757,019 shares; 2025Q2: 8,533,159 shares 8,533,159$968M1.3%-223,860Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,154,878 shares; 2025Q1: 7,018,165 shares; 2025Q2: 8,526,610 shares 8,526,610$892M1.2%+1,508,445Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,172,310 shares; 2025Q1: 1,487,810 shares; 2025Q2: 1,437,970 shares 1,437,970$808M1.08%-49,840Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071,671 shares; 2024Q4: 5,138,847 shares; 2025Q1: 5,103,217 shares; 2025Q2: 5,002,742 shares 5,002,742$661M0.89%-100,475Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,190,170 shares; 2025Q2: 1,160,280 shares 1,160,280$543M0.73%-29,890Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,566,403 shares; 2024Q4: 9,697,846 shares; 2025Q1: 9,460,414 shares; 2025Q2: 9,205,966 shares 9,205,966$540M0.72%-254,448Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,997,640 shares; 2024Q4: 24,372,694 shares; 2025Q1: 24,163,891 shares; 2025Q2: 23,765,699 shares 23,765,699$484M0.65%-398,192Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255,737 shares; 2024Q4: 4,662,197 shares; 2025Q1: 2,303,588 shares; 2025Q2: 2,279,351 shares 2,279,351$393M0.53%-24,237Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,195 shares; 2024Q4: 811,489 shares; 2025Q1: 821,392 shares; 2025Q2: 557,789 shares 557,789$345M0.46%-263,603Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,494,219 shares; 2024Q4: 10,697,985 shares; 2025Q1: 10,683,260 shares; 2025Q2: 9,824,737 shares 9,824,737$332M0.45%-858,523Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,716,687 shares; 2024Q4: 5,273,708 shares; 2025Q1: 5,328,719 shares; 2025Q2: 3,175,284 shares 3,175,284$213M0.29%-2,153,435Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982,050 shares; 2024Q4: 2,981,120 shares; 2025Q1: 2,968,720 shares; 2025Q2: 2,971,630 shares 2,971,630$181M0.24%+2,910Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195,151 shares; 2024Q4: 1,193,811 shares; 2025Q1: 1,186,535 shares; 2025Q2: 1,187,695 shares 1,187,695$162M0.22%+1,160Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,053,660 shares; 2024Q4: 25,660,740 shares; 2025Q1: 25,429,950 shares; 2025Q2: 3,993,467 shares 3,993,467$150M0.2%-21,436,483Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,453 shares; 2024Q4: 552,523 shares; 2025Q1: 548,763 shares; 2025Q2: 549,143 shares 549,143$102M0.14%+380Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189,656 shares; 2024Q4: 2,186,226 shares; 2025Q1: 2,165,462 shares; 2025Q2: 2,173,042 shares 2,173,042$93.4M0.13%+7,580Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840,602 shares; 2025Q1: 834,862 shares; 2025Q2: 835,962 shares 835,962$57M0.08%+1,100Timeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,096 shares; 2024Q4: 174,896 shares; 2025Q1: 173,706 shares; 2025Q2: 161,866 shares 161,866$7.31M0.01%-11,840Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,370 shares; 2024Q4: 133,480 shares; 2025Q1: 118,880 shares; 2025Q2: 119,070 shares 119,070$7.28M0.01%+190
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,066 shares; 2024Q4: 291,566 shares; 2025Q1: 231,024 shares; 2025Q2: 230,064 shares 230,064$3.26M<0.01%-960Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,666 shares; 2024Q4: 219,066 shares; 2025Q1: 179,135 shares; 2025Q2: 143,785 shares 143,785$3.14M<0.01%-35,350Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,747 shares; 2024Q4: 30,867 shares; 2025Q1: 23,307 shares; 2025Q2: 22,897 shares 22,897$1.53M<0.01%-410Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HUMHUMANA INC1,191,951$315Mshares
WFCWELLS FARGO & CO152,720$11Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002985 base2025-08-08acceptance time not in the bulk data set