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CIK: 0001114618
Total reported value
$10.1B
$10.1B
486 檔
25.3%
At the close of Q4 2024, Gateway Investment Advisers LLC disclosed equity holdings valued at approximately $10.1B, spread across 486 reported holdings.
In Q4 2024, Gateway Investment Advisers LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 486 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.73% | +0.11% | -1.30% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.74% | -0.08% | -4.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.66% | -0.73% | -3.62% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.41% | -0.17% | -1.31% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.01% | -0.08% | -3.09% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.78% | -0.32% | -2.07% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | +0.15% | -3.07% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.28% | -0.01% | -2.45% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.05% | -0.31% | -2.69% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | -0.10% | -0.05% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | — | +0.12% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.11% | -2.58% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.18% | -3.08% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.14% | +0.19% | -5.04% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.05% | -1.91% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -0.35% | -2.49% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.01% | -1.08% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.04% | -0.09% | +1.19% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.99% | -0.26% | -1.14% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.15% | -7.85% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.19% | +0.84% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | +0.08% | -2.45% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.15% | -2.75% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.05% | -5.68% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.01% | -15.76% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.14% | -0.65% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.10% | -2.16% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.02% | -1.23% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.65% | -0.05% | -2.73% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.21% | -2.51% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.64% | -0.04% | -2.48% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.63% | -0.06% | -2.49% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.62% | -0.06% | -1.59% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.62% | +0.10% | -1.27% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.05% | -5.64% | |
| 36 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.60% | -0.14% | -0.89% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.52% | EXIT | |
| 38 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.59% | -0.03% | -0.04% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.05% | +0.44% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.11% | +3.54% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.07% | -5.15% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | -0.10% | -0.49% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.56% | -0.01% | -0.10% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.55% | -0.27% | -4.05% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.14% | -5.01% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.53% | -0.03% | -0.11% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.53% | -0.16% | +31.42% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.52% | -0.08% | -0.53% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.50% | +0.71% | -2.21% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.49% | -0.28% | -0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.8% | -2.45% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.7% | -1.31% | Trim |
| 3 | AVGO | Broadcom Inc | +0.6% | -3.07% | Trim |
| 4 | AAPL | Apple Inc | +0.5% | -1.30% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | -4.31% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -3.09% | Trim |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.05% | Trim |
| 8 | V | Visa Inc-class A Shares | +0.2% | +0.12% | Add |
| 9 | NFLX | Netflix Inc | +0.2% | -1.14% | Trim |
| 10 | ED | Consolidated Edison Inc | +0.2% | +102.68% | Add |
| 11 | T | At&t Inc | +0.2% | +31.42% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.08% | Trim |
| 13 | CRM | Salesforce Inc | +0.1% | -1.23% | Trim |
| 14 | WFC | Wells Fargo & Co | +0.1% | -1.59% | Trim |
| 15 | PLD | Prologis Inc | +0.1% | +69.03% | Add |
| 16 | BAC | Bank Of America CORP | +0.1% | +1.19% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +0.84% | Add |
| 18 | MS | Morgan Stanley | +0.1% | -1.27% | Trim |
| 19 | LULU | Lululemon Athletica Inc | +0.1% | +54.89% | Add |
| 20 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 21 | NOW | Servicenow Inc | +0.1% | -2.73% | Trim |
| 22 | AAL | American Airlines Group Inc | +0.1% | +869.73% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.69% | Trim |
| 24 | PEP | Pepsico Inc | -0.1% | -5.01% | Trim |
| 25 | EMN | Eastman Chemical Co | -0.1% | -61.92% | Trim |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -17.69% | Trim |
| 27 | AMGN | Amgen Inc | -0.1% | -2.39% | Trim |
| 28 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 29 | LIN | Linde plc | -0.1% | -73.24% | Trim |
| 30 | HCA | Hca Healthcare Inc | -0.1% | -2.86% | Trim |
| 31 | VST | Vistra CORP | -0.1% | -94.76% | Trim |
| 32 | MDLZ | Mondelez International Inc-a | -0.1% | -0.11% | Trim |
| 33 | NEM | Newmont CORP | -0.1% | EXIT | Sold out |
| 34 | JNJ | Johnson & Johnson | -0.1% | -2.75% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -2.49% | Trim |
| 36 | GE | General Electric | -0.1% | -17.63% | Trim |
| 37 | CPT | Camden Property Trust | -0.1% | EXIT | Sold out |
| 38 | TXN | Texas Instruments Inc | -0.1% | -15.23% | Trim |
| 39 | ADBE | Adobe Inc | -0.1% | -5.15% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -5.64% | Trim |
| 41 | ELV | Elevance Health Inc | -0.2% | -1.64% | Trim |
| 42 | AWK | American Water Works Co Inc | -0.2% | EXIT | Sold out |
| 43 | AMD | Advanced Micro Devices | -0.2% | -2.21% | Trim |
| 44 | UBER | Uber Technologies Inc | -0.2% | -69.24% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -5.04% | Trim |
| 46 | LLY | Eli Lilly & Co | -0.2% | -2.58% | Trim |
| 47 | ABBV | Abbvie Inc | -0.2% | -15.76% | Trim |
| 48 | VZ | Verizon Communications Inc | -0.3% | -68.21% | Trim |
| 49 | MA | Mastercard Inc - A | -0.3% | -59.07% | Trim |
| 50 | MSFT | Microsoft CORP | -0.3% | -3.62% | Trim |
According to official SEC Form 13F filings, Gateway Investment Advisers LLC reported a total U.S. public equity portfolio value of $10.1B across 486 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 25.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $7.9M
Top Position Liquidated / Trimmed
AWK
前期市值: $16.0M
During Q4 2024, Gateway Investment Advisers LLC's top holdings by market value included AAPL (7.7%)、NVDA (6.7%)、MSFT (6.7%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q4 2024, Gateway Investment Advisers LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 37 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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