Funds › New York Life Investment Management LLC
New York Life Investment Management LLC
13F for Q3 2026, filed Nov 4, 2026. 790 positions worth $14.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 4, 2026
Reported value
$14.5B
+$203.9M (1.4%) vs Q2 2026
Positions
790
778 in Q2 2026
Top 10 share
31.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 3.71M | $846.9M | 5.8% | +1.9% | 13F ↗ |
| 2 | AAPL Apple Inc. | 2.27M | $755.2M | 5.2% | -2.2% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 1.14M | $582.5M | 4.0% | -2.3% | 13F ↗ |
| 4 | Nylim ETF Tr Etf | 9.46M | $452.4M | 3.1% | +10.0% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 1.51M | $377.3M | 2.6% | +1.5% | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 1.04M | $357.4M | 2.5% | +7.7% | 13F ↗ |
| 7 | Nylim ETF Tr Candriam Us Mid | 9.15M | $351.9M | 2.4% | +9.9% | 13F ↗ |
| 8 | Nylim ETF Tr | 4.92M | $308.1M | 2.1% | +4.1% | 13F ↗ |
| 9 | Nylim Active ETF Tr Mack Core Bd Etf | 13.37M | $267.5M | 1.8% | +0.8% | 13F ↗ |
| 10 | AVGO Broadcom Inc. | 718,674 | $252.4M | 1.7% | +2.8% | 13F ↗ |
| 11 | META Meta Platforms, Inc. | 335,132 | $243.0M | 1.7% | +1.3% | 13F ↗ |
| 12 | GOOG Alphabet Inc. Class C | 706,571 | $240.8M | 1.7% | +0.7% | 13F ↗ |
| 13 | Vanguard Scottsdale Fds Short Term Treas | 3.94M | $226.8M | 1.6% | +158% | 13F ↗ |
| 14 | Nylim ETF Tr Candriam Intl Eq | 5.90M | $224.0M | 1.5% | +3.6% | 13F ↗ |
| 15 | Vanguard World Fd Mrngstr Cap Etf | 769,278 | $217.2M | 1.5% | +5.3% | 13F ↗ |
| 16 | iShares Tr Fltg Rate Nt Etf | 3.56M | $182.0M | 1.3% | -9.9% | 13F ↗ |
| 17 | MU Micron Technology, Inc. | 168,092 | $179.0M | 1.2% | -0.2% | 13F ↗ |
| 18 | AMD Advanced Micro Devices, Inc. | 276,188 | $169.0M | 1.2% | +13.9% | 13F ↗ |
| 19 | TSLA Tesla, Inc. | 424,474 | $150.6M | 1.0% | +0.1% | 13F ↗ |
| 20 | LLY Eli Lilly and Company | 129,112 | $149.4M | 1.0% | -0.5% | 13F ↗ |
| 21 | Nylim Active ETF Tr Mackay Securiti | 6.06M | $146.2M | 1.0% | -13.4% | 13F ↗ |
| 22 | BRK-B Berkshire Hathaway Inc. Class B | 258,046 | $128.5M | 0.9% | +1.4% | 13F ↗ |
| 23 | JPM JPMorgan Chase & Co. | 369,750 | $122.3M | 0.8% | -1.0% | 13F ↗ |
| 24 | iShares Tr Core Msci Eafe | 1.14M | $110.0M | 0.8% | +5.3% | 13F ↗ |
| 25 | Nylim ETF Tr Ftse Intl Eqty C | 2.89M | $107.3M | 0.7% | -3.9% | 13F ↗ |
| 26 | Nylim Active ETF Tr Mackay High Incm | 4.25M | $106.4M | 0.7% | -7.7% | 13F ↗ |
| 27 | XOM ExxonMobil Holdings Corporation | 571,863 | $93.1M | 0.6% | New | 13F ↗ |
| 28 | V Visa Inc. | 253,183 | $91.0M | 0.6% | +2.3% | 13F ↗ |
| 29 | JNJ Johnson & Johnson | 335,176 | $88.7M | 0.6% | Unchanged | 13F ↗ |
| 30 | INTC Intel Corporation | 736,601 | $88.6M | 0.6% | +4.6% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Mid Cap | 1.08M | $85.7M | 0.6% | +56.8% | 13F ↗ |
| 32 | Vanguard Tax-Managed Fds | 1.19M | $83.9M | 0.6% | -17.8% | 13F ↗ |
| 33 | iShares Tr Core Us Aggbd Et | 867,139 | $82.0M | 0.6% | +5.3% | 13F ↗ |
| 34 | Franklin Templeton ETF Tr Senior Loan Etf | 3.37M | $77.4M | 0.5% | -21.1% | 13F ↗ |
| 35 | CSCO Cisco Systems, Inc. | 664,869 | $71.6M | 0.5% | +2.9% | 13F ↗ |
| 36 | Nylim Active ETF Tr | 1.23M | $70.4M | 0.5% | -22.4% | 13F ↗ |
| 37 | LRCX Lam Research Corporation | 211,558 | $69.5M | 0.5% | +2.9% | 13F ↗ |
| 38 | AMAT Applied Materials, Inc. | 134,219 | $68.6M | 0.5% | +2.7% | 13F ↗ |
| 39 | PLTR Palantir Technologies Inc. | 365,072 | $68.3M | 0.5% | +14.0% | 13F ↗ |
| 40 | MA Mastercard Incorporated | 120,165 | $66.3M | 0.5% | Unchanged | 13F ↗ |
| 41 | WMT Walmart Inc. | 619,569 | $64.4M | 0.4% | +1.5% | 13F ↗ |
| 42 | ABBV AbbVie Inc. | 245,798 | $64.3M | 0.4% | -0.2% | 13F ↗ |
| 43 | iShares Tr Core S&P Scp Etf | 423,869 | $57.7M | 0.4% | -13.4% | 13F ↗ |
| 44 | COST Costco Wholesale Corporation | 61,672 | $56.1M | 0.4% | -0.2% | 13F ↗ |
| 45 | CVX Chevron Corporation | 274,543 | $56.1M | 0.4% | +5.3% | 13F ↗ |
| 46 | Spdr Series Trust Etf | 1.80M | $55.5M | 0.4% | -8.5% | 13F ↗ |
| 47 | BAC Bank of America Corporation | 965,365 | $52.5M | 0.4% | -0.6% | 13F ↗ |
| 48 | CAT Caterpillar, Inc. | 63,918 | $51.8M | 0.4% | -0.4% | 13F ↗ |
| 49 | iShares Inc Msci Emrg Chn | 515,684 | $51.1M | 0.4% | -16.6% | 13F ↗ |
| 50 | PG Procter & Gamble Company | 346,692 | $50.4M | 0.3% | -0.3% | 13F ↗ |
Showing the top 50 of 790 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
65 new, 405 added to, 316 trimmed, 53 exited, 4 unchanged. By estimated dollars.
New positions (65)
| XOM ExxonMobil Holdings Corporation | 571,863 | New | $93.1M |
| Vanguard Index Fds Mrngstr Sml Cap | 102,845 | New | $29.3M |
| Vaneck ETF Trust Jp Mrgan Em Loc | 592,557 | New | $14.7M |
| BE Bloom Energy Corporation | 36,423 | New | $10.1M |
| Arbitrage Fds Altshares Merger | 329,951 | New | $9.9M |
| HON Honeywell International Inc. | 44,082 | New | $9.3M |
| OKE ONEOK, Inc. | 94,271 | New | $8.0M |
| Schwab Strategic Tr Us MID-CAP Etf | 224,611 | New | $7.6M |
| HONA Honeywell Aerospace Inc. | 44,083 | New | $6.8M |
| LNTH Lantheus Holdings, Inc. · Commonstock | 59,935 | New | $6.0M |
Added to (405)
| Vanguard Scottsdale Fds Short Term Treas | 3.94M | +158% | $138.9M |
| Nylim ETF Tr Etf | 9.46M | +10.0% | $41.3M |
| J P Morgan Exchange Traded F Equity Premium | 661,625 | +1549% | $34.9M |
| Nylim ETF Tr Candriam Us Mid | 9.15M | +9.9% | $31.7M |
| Vanguard Index Fds Mrngstr Mid Cap | 1.08M | +56.8% | $31.0M |
| GOOGL Alphabet Inc. Class A | 1.04M | +7.7% | $25.4M |
| AMD Advanced Micro Devices, Inc. | 276,188 | +13.9% | $20.6M |
| NVDA NVIDIA Corporation | 3.71M | +1.9% | $15.5M |
| Nylim Active ETF Tr Cbre Rea Ass Etf | 887,593 | +134% | $14.3M |
| Nylim ETF Tr | 4.92M | +4.1% | $12.2M |
Trimmed (316)
| Nylim Active ETF Tr Etf | 1.98M | -50.0% | -$48.9M |
| Nylim Active ETF Tr Winslow Focused | 859,507 | -50.0% | -$48.0M |
| Nylim Active ETF Tr Mackay Cali Mun | 1.64M | -50.0% | -$33.5M |
| Schwab Strategic Tr Us Sml Cap Etf | 681,271 | -59.8% | -$33.1M |
| iShares Tr Msci Usa Mmentm | 107,346 | -41.0% | -$23.7M |
| Nylim Active ETF Tr Mack Mu Allo Etf | 995,000 | -50.0% | -$23.7M |
| Nylim Active ETF Tr Mackay Securiti | 6.06M | -13.4% | -$22.5M |
| Franklin Templeton ETF Tr Senior Loan Etf | 3.37M | -21.1% | -$20.8M |
| Nylim Active ETF Tr | 1.23M | -22.4% | -$20.4M |
| iShares Tr Fltg Rate Nt Etf | 3.56M | -9.9% | -$19.9M |
Exited (53)
| Exxon Mobil Corp | 577,369 | Exited | -$78.9M |
| UUP Invesco DB USD Index Bullish Fund ETF · Bullish Fd | 633,892 | Exited | -$18.0M |
| Electronic Arts Inc | 86,554 | Exited | -$17.7M |
| Spdr Series Trust St Port High Etf | 716,537 | Exited | -$16.8M |
| Altshares Trust Merger Arbitrage | 492,634 | Exited | -$14.6M |
| Abrdn Etfs Etf | 604,377 | Exited | -$13.5M |
| Chart Industries Inc | 48,458 | Exited | -$10.1M |
| NWE NorthWestern Energy Group, Inc. | 128,309 | Exited | -$9.2M |
| Oneok Inc | 94,271 | Exited | -$8.2M |
| Taylor Morrison Home Corp | 94,821 | Exited | -$6.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 4, 2026 | 13F-HR | 790 | $14.5B | Current | SEC ↗ |
| Q2 2026 | Aug 10, 2026 | 13F-HR | 778 | $14.3B | Current | SEC ↗ |
| Q1 2026 | May 7, 2026 | 13F-HR | 781 | $11.8B | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 766 | $11.6B | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 804 | $11.4B | Current | SEC ↗ |
| Q2 2025 | Aug 1, 2025 | 13F-HR | 798 | $10.7B | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 818 | $9.8B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer