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CIK: 0000937615
Total reported value
$32.0B
$32.0B
2959 檔
11.8%
According to the latest 13F quarterly dataset, Nisa Investment Advisors, LLC managed an equity portfolio of $32.0B at the end of Q3 2024, spanning 2959 distinct U.S. exchange-listed positions.
In Q3 2024, Nisa Investment Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2959 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.98% | -0.26% | -4.40% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.82% | -0.26% | +4.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.75% | -0.48% | +1.55% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.65% | -0.24% | +36.04% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | -0.04% | +0.75% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.01% | — | +13.74% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.01% | -1.94% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | -0.01% | +969.37% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | +0.06% | +3.29% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.08% | -2.04% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.99% | +0.08% | +7.98% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.07% | +2.15% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.07% | -0.55% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.23% | -1.22% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | -0.05% | +41.80% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.04% | -10.44% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.09% | +17.34% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.03% | +1.11% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.07% | -2.93% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.06% | -0.28% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.09% | -1.74% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | -0.01% | +3.39% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.15% | +14.36% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.18% | -3.65% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.10% | +41.22% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.05% | -2.38% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.05% | +13.78% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | -0.02% | -3.49% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.04% | +6.17% | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.50% | -0.03% | +6.26% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.04% | +10.31% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.47% | +0.07% | +6.02% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.46% | -0.04% | -0.65% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.45% | -0.51% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.44% | -0.08% | +13.18% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.44% | -0.02% | +3.58% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | +0.03% | +15.31% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.05% | +18.28% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.07% | +5.08% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.42% | -0.06% | +7.24% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.14% | -6.90% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.40% | -0.02% | +27.64% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | -0.03% | +22.16% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | -0.02% | +36.86% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | — | — | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.38% | -0.04% | -10.66% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | +0.10% | +2.43% | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.37% | -0.03% | -1.46% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.04% | +8.17% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.35% | -0.04% | -0.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.8% | +36.04% | Add |
| 2 | VZ | Verizon Communications Inc | +0.3% | +41.80% | Add |
| 3 | CSCO | Cisco Systems Inc | +0.2% | +41.22% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | +2.15% | Add |
| 5 | LMT | Lockheed Martin CORP | +0.2% | +67.38% | Add |
| 6 | UNH | Unitedhealth Group Inc | +0.1% | +7.98% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | +17.34% | Add |
| 8 | WMT | Walmart Inc | +0.1% | +14.36% | Add |
| 9 | PM | Philip Morris International | +0.1% | +36.86% | Add |
| 10 | ICE | Intercontinental Exchange In | +0.1% | +57.46% | Add |
| 11 | NKE | Nike Inc -cl B | +0.1% | +40.16% | Add |
| 12 | DHR | Danaher CORP | +0.1% | +27.64% | Add |
| 13 | TMUS | T-mobile US Inc | +0.1% | +38.65% | Add |
| 14 | VCIT | Vanguard Int-term Corporate | +0.1% | +116.69% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | +969.37% | Add |
| 16 | HD | Home Depot Inc | +0.1% | +1.11% | Add |
| 17 | MDT | Medtronic plc | +0.1% | +41.26% | Add |
| 18 | ADP | Automatic Data Processing | +0.1% | +18.46% | Add |
| 19 | SCHO | Schwab Short-term US Treas | +0.1% | NEW | New buy |
| 20 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 21 | LULU | Lululemon Athletica Inc | +0.1% | +410.06% | Add |
| 22 | USHY | Ishares Broad Usd High Yield | +0.1% | NEW | New buy |
| 23 | ABBV | Abbvie Inc | +0.1% | +3.39% | Add |
| 24 | KO | Coca-cola Co/the | +0.1% | +10.31% | Add |
| 25 | CMCSA | Comcast Corp-class A | +0.1% | +18.28% | Add |
| 26 | MCD | Mcdonald's CORP | +0.1% | +5.08% | Add |
| 27 | PGR | Progressive CORP | +0.1% | +13.86% | Add |
| 28 | SBUX | Starbucks CORP | +0.1% | +14.60% | Add |
| 29 | GILD | Gilead Sciences Inc | +0.1% | +23.34% | Add |
| 30 | TMO | Thermo Fisher Scientific Inc | +0.1% | +6.17% | Add |
| 31 | KLAC | Kla CORP | +0.1% | +49.14% | Add |
| 32 | GE | General Electric | +0.1% | +13.26% | Add |
| 33 | ORCL | Oracle CORP | +0.1% | -2.38% | Trim |
| 34 | AXP | American Express Co | +0.1% | +3.58% | Add |
| 35 | MA | Mastercard Inc - A | 0% | -0.55% | Trim |
| 36 | AAPL | Apple Inc | 0% | -4.40% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | -0.1% | +13.74% | Add |
| 38 | PTEN | Patterson-uti Energy Inc | -0.1% | -74.80% | Trim |
| 39 | TFC | Truist Financial CORP | -0.1% | -48.18% | Trim |
| 40 | IVE | Ishares S&p 500 Value ETF | -0.1% | EXIT | Sold out |
| 41 | AMAT | Applied Materials Inc | -0.1% | -13.70% | Trim |
| 42 | ESGU | Ishares Esg Aware Msci USA | -0.1% | EXIT | Sold out |
| 43 | FTAI | FTAI Aviation Ltd. | -0.2% | -99.07% | Trim |
| 44 | TIP | Ishares Tips Bond ETF | -0.2% | EXIT | Sold out |
| 45 | JPST | Jpmorgan Ultra-short Income | -0.2% | EXIT | Sold out |
| 46 | NVDA | Nvidia CORP | -0.2% | +4.77% | Add |
| 47 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | Sold out |
| 48 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.94% | Trim |
| 49 | EEM | Ishares Msci Emerging Market | -0.5% | EXIT | Sold out |
| 50 | MSFT | Microsoft CORP | -0.5% | +1.55% | Add |
According to official SEC Form 13F filings, Nisa Investment Advisors, LLC reported a total U.S. public equity portfolio value of $32.0B across 2959 disclosed positions in Q3 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 11.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
SCHO
市值: $14.2M
Top Position Liquidated / Trimmed
EEM
前期市值: $74.5M
During Q3 2024, Nisa Investment Advisors, LLC's top holdings by market value included AAPL (6.0%)、NVDA (5.8%)、MSFT (5.8%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q3 2024, Nisa Investment Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 33 positions, trimming 8 holdings, and fully liquidating 6 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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