13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000937615
Total reported value
$32.0B
$32.0B
2938 檔
11.3%
During the Q2 2024 filing period, Nisa Investment Advisors, LLC (CIK: 0000937615) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $32.0B across 2938 reported positions.
During Q2 2024, Nisa Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2938 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.24% | -0.48% | -0.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.01% | -0.26% | +1.04% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.00% | -0.26% | +989.10% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.04% | +0.08% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | +0.01% | -1.03% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | — | -1.90% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.24% | +3.97% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.06% | -4.33% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.08% | +4.07% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | -0.01% | -5.92% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.04% | +0.57% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.23% | +9.33% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.08% | -6.64% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.07% | -16.89% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.09% | +2.97% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.07% | +3.76% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.06% | -4.53% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.07% | -0.20% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.03% | -3.39% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | -0.18% | -0.09% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.09% | -0.55% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.01% | +6.14% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | -0.02% | +0.88% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.05% | +0.56% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.05% | -5.08% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.05% | +0.03% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.53% | -0.04% | -3.42% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.15% | +2.38% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.14% | -1.01% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | +0.45% | +0.40% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | — | — | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.47% | -0.03% | -10.93% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.46% | +0.03% | +3.01% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.04% | -10.35% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.45% | +0.07% | +2.07% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.19% | +4.22% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.44% | -0.08% | +2.60% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.04% | -1.84% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.10% | +0.61% | |
| 40 | PLD | Prologis Inc | Stock-Real Estate | 0.40% | -0.04% | -1.64% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.06% | +0.77% | |
| 42 | LIN | Linde plc | Stock-Materials | 0.39% | -0.03% | -1.96% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.39% | -0.02% | +5.93% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | — | — | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.36% | -0.03% | +0.56% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.35% | -0.05% | -0.82% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.07% | -12.52% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.03% | +1.23% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | +0.10% | +5.27% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.33% | -0.03% | +1.32% |
According to official SEC Form 13F filings, Nisa Investment Advisors, LLC reported a total U.S. public equity portfolio value of $32.0B across 2938 disclosed positions in Q2 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 MSFT, AAPL, NVDA) accounted for 11.3% of total reported equity market value during Q2 2024.
During Q2 2024, Nisa Investment Advisors, LLC's top holdings by market value included MSFT (6.2%)、AAPL (6.0%)、NVDA (6.0%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q2 2024, Nisa Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.