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CIK: 0000937615
Total reported value
$32.0B
$32.0B
2962 檔
48.5%
The Q4 2025 SEC filing reveals that Nisa Investment Advisors, LLC held a total portfolio value of $32.0B, covering 2962 public equity positions.
In Q4 2025, Nisa Investment Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2962 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 38.01% | +3.83% | +40.60% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.05% | -0.26% | +3.78% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.82% | -0.26% | +4.37% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.48% | -2.66% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | +0.01% | +12.80% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.78% | -0.01% | +7.55% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | -0.04% | +6.91% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | — | -6.03% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | -0.24% | +3.39% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.08% | +19.44% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | -0.07% | +7.64% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.06% | +6.83% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.04% | -0.53% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | -0.02% | +2.52% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.07% | +0.30% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.01% | +42.84% | |
| 17 | MU | Micron Technology Inc | Stock-Tech | 0.49% | +0.53% | +110.08% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.15% | +4.07% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.09% | -30.22% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.23% | +3.19% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.07% | -2.30% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.18% | +921.69% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.06% | -3.22% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.05% | -0.22% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.03% | +1.44% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | +0.10% | +6.21% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.09% | -31.22% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.10% | +0.12% | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 0.32% | -0.02% | +1.64% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.32% | +0.45% | +2.07% | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.31% | +0.18% | +6.33% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.31% | +0.05% | -30.48% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.31% | -0.02% | +4.63% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.06% | -4.58% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.01% | — | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.29% | — | +76.48% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.28% | -0.05% | +129.41% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.27% | -0.14% | -0.73% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | -0.03% | +5.59% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | +0.08% | -0.19% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.26% | -0.02% | +3.41% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | -0.08% | +1.69% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.25% | -0.08% | +1.56% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.05% | +3.98% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.25% | -0.04% | +2.86% | |
| 46 | GE | General Electric | Stock-Industrials | 0.24% | +0.02% | +5.29% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.24% | -0.05% | +5.01% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.24% | -0.04% | +4.84% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.23% | -0.05% | +2.01% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +7.1% | +40.60% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +12.80% | Add |
| 3 | MU | Micron Technology Inc | +0.3% | +110.08% | Add |
| 4 | LLY | Eli Lilly & Co | +0.2% | +6.83% | Add |
| 5 | CMCSA | Comcast Corp-class A | +0.1% | +129.41% | Add |
| 6 | GEV | GE Vernova Inc | +0.1% | +76.48% | Add |
| 7 | ABBV | Abbvie Inc | +0.1% | +42.84% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -6.03% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +19.44% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | +2.07% | Add |
| 11 | LRCX | Lam Research CORP | 0% | +6.33% | Add |
| 12 | CRM | Salesforce Inc | 0% | +32.04% | Add |
| 13 | GILD | Gilead Sciences Inc | 0% | +31.52% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | +60.21% | Add |
| 15 | APP | Applovin Corp-class A | 0% | +97.31% | Add |
| 16 | CAT | Caterpillar Inc | 0% | +6.21% | Add |
| 17 | MRK | Merck & Co. Inc. | 0% | +3.98% | Add |
| 18 | SCHW | Schwab (charles) CORP | 0% | +33.79% | Add |
| 19 | ISRG | Intuitive Surgical Inc | 0% | +3.16% | Add |
| 20 | COR | Cencora Inc | 0% | +36.13% | Add |
| 21 | AMAT | Applied Materials Inc | 0% | +2.71% | Add |
| 22 | TMO | Thermo Fisher Scientific Inc | 0% | +2.86% | Add |
| 23 | AXP | American Express Co | — | +4.63% | Add |
| 24 | WFC | Wells Fargo & Co | — | +5.59% | Add |
| 25 | WMT | Walmart Inc | 0% | +4.07% | Add |
| 26 | BAC | Bank Of America CORP | 0% | +2.52% | Add |
| 27 | XOM | Exxon Mobil CORP | 0% | +3.19% | Add |
| 28 | FISV | Fiserv Inc | -0.1% | -6.21% | Trim |
| 29 | EQIX | Equinix Inc | -0.1% | -35.34% | Trim |
| 30 | AVGO | Broadcom Inc | -0.1% | +7.55% | Add |
| 31 | TSLA | Tesla Inc | -0.1% | +7.64% | Add |
| 32 | NOW | Servicenow Inc | -0.1% | +324.37% | Add |
| 33 | AMZN | Amazon.com Inc | -0.1% | +6.91% | Add |
| 34 | ICE | Intercontinental Exchange In | -0.1% | -36.80% | Trim |
| 35 | T | At&t Inc | -0.1% | -24.12% | Trim |
| 36 | LIN | Linde plc | -0.1% | -20.48% | Trim |
| 37 | HD | Home Depot Inc | -0.1% | +1.44% | Add |
| 38 | MS | Morgan Stanley | -0.2% | -30.48% | Trim |
| 39 | AAPL | Apple Inc | -0.2% | +4.37% | Add |
| 40 | NFLX | Netflix Inc | -0.2% | +921.69% | Add |
| 41 | JNJ | Johnson & Johnson | -0.2% | -30.22% | Trim |
| 42 | ORCL | Oracle CORP | -0.3% | -0.22% | Trim |
| 43 | COST | Costco Wholesale CORP | -0.3% | -31.22% | Trim |
| 44 | HON | Honeywell International Inc | -0.3% | -57.88% | Trim |
| 45 | META | Meta Platforms Inc-class A | -0.4% | +3.39% | Add |
| 46 | NVDA | Nvidia CORP | -0.5% | +3.78% | Add |
| 47 | MSFT | Microsoft CORP | -1% | -2.66% | Trim |
| 48 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 49 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 50 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
According to official SEC Form 13F filings, Nisa Investment Advisors, LLC reported a total U.S. public equity portfolio value of $32.0B across 2962 disclosed positions in Q4 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, AAPL) accounted for 48.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
IJH
市值: $87.0M
Top Position Liquidated / Trimmed
MSFT
前期市值: $1.1B
During Q4 2025, Nisa Investment Advisors, LLC's top holdings by market value included IVV (38.0%)、NVDA (4.0%)、AAPL (3.8%). The largest single position, IVV, represented 38.0% of total portfolio value.
In Q4 2025, Nisa Investment Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 35 positions, trimming 12 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.
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