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CIK: 0000937615
Total reported value
$32.0B
$32.0B
2979 檔
37.0%
During the Q3 2025 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 2979 reported positions.
In Q3 2025, Nisa Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 2979 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 30.88% | +3.83% | +56.19% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.56% | -0.26% | -9.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.48% | +3.02% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.01% | -0.26% | -7.48% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.24% | +7.40% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.84% | -0.01% | +3.04% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.04% | -1.59% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.58% | +0.01% | -4.01% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | — | +7.08% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.08% | +2.31% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | -0.07% | -6.42% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.09% | +32.86% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.04% | -4.32% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.18% | -6.45% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.05% | +2.35% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.06% | -5.35% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.09% | +31.27% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.07% | -2.49% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | -0.02% | -2.39% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.07% | -3.43% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.15% | -0.49% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.23% | -2.17% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 0.47% | +0.05% | +54.69% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.03% | -0.33% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.06% | +10.74% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.19% | EXIT | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | -0.01% | +0.91% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.06% | +5.18% | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 0.34% | -0.02% | -2.88% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | +0.10% | +1.12% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.08% | -2.12% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.14% | +17.23% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.10% | +5.23% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.08% | -3.09% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.31% | -0.02% | -5.96% | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.30% | -0.08% | +2.52% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.29% | -0.03% | -3.81% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.28% | -0.02% | +5.90% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.28% | -0.03% | +18.93% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.27% | +0.45% | -3.69% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.27% | -0.02% | -5.76% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | -0.03% | -10.29% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.27% | +0.18% | -3.77% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.27% | -0.07% | +0.78% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.27% | -0.04% | +0.35% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.26% | -0.05% | +220.52% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | — | — | |
| 48 | GE | General Electric | Stock-Industrials | 0.26% | +0.02% | -5.21% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | -0.04% | -4.69% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.25% | -0.03% | -2.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +12.4% | +56.19% | Add |
| 2 | AVGO | Broadcom Inc | +0.6% | +3.04% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | -9.63% | Trim |
| 4 | ORCL | Oracle CORP | +0.2% | +2.35% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | +3.02% | Trim |
| 6 | TSLA | Tesla Inc | +0.2% | -6.42% | Trim |
| 7 | SUB | Ishares Short-term National | +0.2% | +220.52% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +7.40% | Add |
| 9 | SPGI | S&p Global Inc | +0.1% | -2.88% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | -3.09% | Add |
| 11 | MS | Morgan Stanley | +0.1% | +54.69% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | -3.77% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.01% | Trim |
| 14 | GEV | GE Vernova Inc | +0.1% | +41.80% | Add |
| 15 | COF | Capital One Financial CORP | +0.1% | -7.73% | Add |
| 16 | APH | Amphenol Corp-cl A | +0.1% | -5.55% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +32.86% | Add |
| 18 | GOOG | Alphabet Inc-cl C | 0% | +7.08% | Trim |
| 19 | CAT | Caterpillar Inc | 0% | +5.23% | Trim |
| 20 | AMD | Advanced Micro Devices | 0% | -3.69% | Trim |
| 21 | GE | General Electric | 0% | -5.21% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +2.31% | Add |
| 23 | COST | Costco Wholesale CORP | 0% | +31.27% | Add |
| 24 | HON | Honeywell International Inc | 0% | -21.72% | Add |
| 25 | NFLX | Netflix Inc | -0.1% | -6.45% | Trim |
| 26 | BAC | Bank Of America CORP | -0.1% | -2.39% | Trim |
| 27 | REGN | Regeneron Pharmaceuticals | -0.1% | -3.56% | Trim |
| 28 | MUB | Ishares National Muni Bond E | -0.1% | -75.31% | Trim |
| 29 | TEAM | Atlassian Corp-cl A | -0.1% | +66.42% | Trim |
| 30 | EA | Electronic Arts Inc | -0.1% | -12.13% | Trim |
| 31 | CRM | Salesforce Inc | -0.2% | -15.51% | Trim |
| 32 | CCI | Crown Castle Inc | -0.2% | -56.24% | Trim |
| 33 | EQIX | Equinix Inc | -0.2% | -10.19% | Trim |
| 34 | AMT | American Tower CORP | -0.2% | -13.93% | Trim |
| 35 | T | At&t Inc | -0.2% | +20.92% | Trim |
| 36 | CB | Chubb Limited | -0.2% | -8.72% | Trim |
| 37 | ELV | Elevance Health Inc | -0.2% | -4.32% | Trim |
| 38 | FISV | Fiserv Inc | -0.2% | -14.97% | Trim |
| 39 | AMZN | Amazon.com Inc | -0.2% | -1.59% | Trim |
| 40 | AMAT | Applied Materials Inc | -0.3% | -53.82% | Trim |
| 41 | CSCO | Cisco Systems Inc | -0.3% | +1.12% | Trim |
| 42 | BKNG | Booking Holdings Inc | -0.3% | -3.81% | Trim |
| 43 | CME | Cme Group Inc | -0.4% | -25.46% | Trim |
| 44 | QCOM | Qualcomm Inc | -0.4% | +0.69% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.4% | -2.12% | Trim |
| 46 | LLY | Eli Lilly & Co | -0.4% | -5.35% | Trim |
| 47 | AAPL | Apple Inc | -0.7% | -7.48% | Trim |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | — | EXIT | Sold out |
| 49 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 50 | HES | Hess CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Nisa Investment Advisors, LLC reported a total U.S. public equity portfolio value of $32.0B across 2979 disclosed positions in Q3 2025.
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 IVV, NVDA, MSFT) accounted for 37.0% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
VSS
前期市值: $24.3M
During Q3 2025, Nisa Investment Advisors, LLC's top holdings by market value included IVV (30.9%)、NVDA (4.6%)、MSFT (4.4%). The largest single position, IVV, represented 30.9% of total portfolio value.
In Q3 2025, Nisa Investment Advisors, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 15 positions, trimming 32 holdings, and fully liquidating 3 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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