NISA INVESTMENT ADVISORS, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,702 positions
APPLE INC | 4.5M | $746.8M | 5.8% | $170.20 | -4.67% | 5 qtrssince 2022-Q1 | Increased 62 |
MICROSOFT CORP | 2.3M | $651.6M | 5.1% | $123.21 | +127.65% | 17 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 760,724 | $211.3M | 1.7% | $10.87 | +154.63% | 17 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC | 2M | $204.9M | 1.6% | $68.93 | +49.07% | 17 qtrssince 2019-Q1 | Increased 49 |
AMAZON COM INC | 2M | $201.5M | 1.6% | $159.75 | -35.34% | 5 qtrssince 2022-Q1 | Increased 49 |
ALPHABET INC | 1.7M | $178M | 1.4% | $62.32 | +65.32% | 17 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 288,064 | $136.1M | 1.1% | $244.23 | +80.27% | 17 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 989,300 | $128.9M | 1.0% | $87.67 | +37.11% | 17 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.1M | $124.7M | 1.0% | $55.59 | +77.85% | 17 qtrssince 2019-Q1 | Increased 44 |
META PLATFORMS INC | 569,744 | $120.8M | 0.9% | $194.41 | +7.98% | 17 qtrssince 2019-Q1 | Increased 45 |
VISA INC | 533,983 | $120.4M | 0.9% | $158.96 | +38.11% | 17 qtrssince 2019-Q1 | Increased 43 |
TESLA INC | 572,434 | $118.8M | 0.9% | $163.66 | +26.76% | 17 qtrssince 2019-Q1 | Increased 46 |
JOHNSON & JOHNSON | 748,842 | $116.1M | 0.9% | $119.59 | +17.28% | 17 qtrssince 2019-Q1 | Increased 43 |
MASTERCARD INCORPORATED | 312,537 | $113.6M | 0.9% | $254.07 | +40.08% | 17 qtrssince 2019-Q1 | Increased 44 |
PROCTER & GAMBLE CO | 660,338 | $98.2M | 0.8% | $90.60 | +49.78% | 17 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 318,813 | $94.1M | 0.7% | $169.93 | +58.64% | 17 qtrssince 2019-Q1 | Decreased 0 |
Morgan Stanley Inst Fund Inc G | 2.8M | $88.8M | 0.7% | $16.90 | +11.73% | 3 qtrssince 2022-Q3 | Increased 53 |
ELI LILLY & CO | 252,271 | $86.6M | 0.7% | $139.59 | +139.86% | 17 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 520,664 | $85M | 0.7% | $94.13 | +51.95% | 17 qtrssince 2019-Q1 | Increased 45 |
Morgan Stanley Institutional Fu | 2.8M | $82.8M | 0.6% | $25.42 | +13.88% | 3 qtrssince 2022-Q3 | Increased 54 |
NISA INVESTMENT ADVISORS, LLC manages $12.8B across 2702 positions as of Q1 2023. Top holdings: AAPL (5.8%), MSFT (5.1%), NVDA (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 120 new positions, 138 exits, 920 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $12.8B across 2702 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR