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CIK: 0001629649
Total reported value
$8.5B
$8.5B
876 檔
19.6%
At the close of Q2 2024, Northwestern Mutual Investment Management Company, LLC disclosed equity holdings valued at approximately $8.5B, spread across 876 reported holdings.
In Q2 2024, Northwestern Mutual Investment Management Company, LLC displayed an active expansion posture, initiating 14 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 876 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.76% | +1.25% | -5.25% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 10.38% | -1.20% | +6.13% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 9.74% | -3.93% | +9.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.43% | -1.07% | +9.16% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.01% | -0.02% | -2.19% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.99% | +0.46% | -40.75% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.29% | +0.32% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | -0.24% | +898.78% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.50% | -0.21% | -0.41% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.11% | +0.48% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.15% | -0.10% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.02% | -0.03% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.84% | -0.18% | -4.81% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.84% | +0.14% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | -0.02% | -0.66% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.09% | -0.21% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.01% | +0.41% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.04% | -0.72% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.05% | -0.38% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.06% | +0.43% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.13% | +13.30% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | +0.02% | -0.20% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | -0.04% | -0.18% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.03% | +0.59% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.05% | +0.23% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.04% | -0.20% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.06% | +0.27% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.03% | -0.13% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.26% | -0.02% | +0.24% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | -0.02% | +0.31% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.24% | -0.09% | -0.14% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.07% | +0.08% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | -0.02% | -0.89% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.22% | -0.07% | -0.89% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.20% | +0.32% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.21% | -0.03% | +0.63% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.20% | -0.02% | -0.60% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.20% | -0.02% | -0.07% | |
| 39 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.19% | — | +0.12% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.19% | -0.03% | +0.32% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.19% | -0.03% | +0.27% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.18% | — | +0.47% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.17% | -0.02% | -0.92% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | -0.02% | -2.85% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.17% | -0.01% | +0.16% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.16% | +0.09% | +0.15% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.16% | +0.02% | -0.06% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.15% | -0.03% | +0.33% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.04% | -0.36% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | -0.02% | -0.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.8% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.7% | +898.78% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +0.6% | +9.20% | Add |
| 4 | AAPL | Apple Inc | +0.4% | -0.41% | Trim |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +9.16% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +6.13% | Add |
| 7 | MSFT | Microsoft CORP | +0.1% | +0.32% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.03% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -0.66% | Trim |
| 10 | AVGO | Broadcom Inc | +0.1% | -0.72% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.48% | Add |
| 12 | BMRN | Biomarin Pharmaceutical Inc | +0.1% | NEW | New buy |
| 13 | SRPT | Sarepta Therapeutics Inc | +0.1% | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | +0.1% | +0.41% | Add |
| 15 | RBA | Rb Global Inc | +0.1% | NEW | New buy |
| 16 | TPL | Texas Pacific Land CORP | +0.1% | NEW | New buy |
| 17 | ILMN | Illumina Inc | +0.1% | +605.60% | Add |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 19 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 20 | TSLA | Tesla Inc | +0.1% | +0.43% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +13.30% | Add |
| 22 | DUOL | Duolingo | 0% | NEW | New buy |
| 23 | COST | Costco Wholesale CORP | 0% | +0.23% | Add |
| 24 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 25 | AAON | Aaon Inc | 0% | NEW | New buy |
| 26 | RYAN | Ryan Specialty Holdings Inc | 0% | NEW | New buy |
| 27 | NXT | Nextpower Inc-cl A | 0% | NEW | New buy |
| 28 | ALTREUR | Altair Engineering Inc - A | 0% | NEW | New buy |
| 29 | WMT | Walmart Inc | 0% | +0.08% | Add |
| 30 | WMG | Warner Music Group Corp-cl A | 0% | NEW | New buy |
| 31 | META | Meta Platforms Inc-class A | 0% | -0.10% | Trim |
| 32 | QCOM | Qualcomm Inc | 0% | +0.47% | Add |
| 33 | P | Everpure Inc-a | 0% | +2.95% | Add |
| 34 | XRAY | Dentsply Sirona Inc | 0% | +589.19% | Add |
| 35 | CRM | Salesforce Inc | 0% | +0.63% | Add |
| 36 | MA | Mastercard Inc - A | 0% | -0.20% | Trim |
| 37 | BRKR | Bruker CORP | 0% | +6.23% | Add |
| 38 | KORE | KORE Group Holdings, Inc. | 0% | EXIT | Sold out |
| 39 | AIRCUSD | Apartment Income Reit Co | 0% | EXIT | Sold out |
| 40 | INTC | Intel CORP | 0% | +0.98% | Add |
| 41 | DIS | Walt Disney Co/the | 0% | -0.32% | Trim |
| 42 | HD | Home Depot Inc | 0% | -0.13% | Trim |
| 43 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | Sold out |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.1% | -4.81% | Trim |
| 45 | SWAVUSD | Shockwave Medical Inc | -0.1% | EXIT | Sold out |
| 46 | GDDY | Godaddy Inc - Class A | -0.1% | -85.72% | Trim |
| 47 | VST | Vistra CORP | -0.1% | -86.13% | Trim |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -2.19% | Trim |
| 49 | VOO | Vanguard S&p 500 ETF | -0.3% | -5.25% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.9% | -40.75% | Trim |
According to official SEC Form 13F filings, Northwestern Mutual Investment Management Company, LLC reported a total U.S. public equity portfolio value of $8.5B across 876 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 VOO, IJR, EFA) accounted for 19.6% of total reported equity market value during Q2 2024.
Top New Position Initiated
LQD
市值: $32.5M
Top Position Liquidated / Trimmed
SWAVUSD
前期市值: $2.7M
During Q2 2024, Northwestern Mutual Investment Management Company, LLC's top holdings by market value included VOO (11.8%)、IJR (10.4%)、EFA (9.7%). The largest single position, VOO, represented 11.8% of total portfolio value.
In Q2 2024, Northwestern Mutual Investment Management Company, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 14 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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