NISA INVESTMENT ADVISORS, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,981 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 6.6M | $3.7B | 18.5% | $583.48 | -5.27% | 2 qtrssince 2024-Q4 | Decreased 0 |
APPLE INC | 4.3M | $948.6M | 4.7% | $171.28 | +28.89% | 13 qtrssince 2022-Q1 | Decreased 0 |
MICROSOFT CORP | 2.2M | $840.1M | 4.2% | $145.20 | +159.50% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 7.5M | $816.4M | 4.1% | $116.27 | -5.70% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $379.3M | 1.9% | $115.19 | +67.30% | 13 qtrssince 2022-Q1 | Increased 49 |
META PLATFORMS INC-CLASS A | 616,338 | $355.2M | 1.8% | $316.73 | +81.68% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.9M | $293.9M | 1.5% | $107.22 | +43.54% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.8M | $287.7M | 1.4% | $124.93 | +24.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.5M | $247.7M | 1.2% | $167.95 | -1.27% | 25 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 940,806 | $230.8M | 1.2% | $93.40 | +154.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 243,618 | $201.2M | 1.0% | $234.77 | +248.11% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 509,461 | $178.5M | 0.9% | $174.39 | +98.69% | 25 qtrssince 2019-Q1 | Increased 44 |
MASTERCARD INC - A | 289,007 | $158.4M | 0.8% | $285.33 | +88.38% | 25 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 585,969 | $151.9M | 0.8% | $246.61 | +6.87% | 25 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 278,649 | $148.4M | 0.7% | $374.07 | +40.70% | 13 qtrssince 2022-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 268,011 | $140.4M | 0.7% | $277.87 | +82.02% | 25 qtrssince 2019-Q1 | Increased 43 |
NETFLIX INC | 146,716 | $136.8M | 0.7% | $38.87 | +140.29% | 25 qtrssince 2019-Q1 | Increased 43 |
EXXON MOBIL CORP | 1.1M | $136.7M | 0.7% | $61.57 | +84.88% | 25 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 2M | $124.7M | 0.6% | $46.44 | +28.56% | 25 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 2.9M | $122.4M | 0.6% | $38.32 | +5.97% | 13 qtrssince 2022-Q1 | Decreased 0 |
NISA INVESTMENT ADVISORS, LLC manages $20B across 2981 positions as of Q1 2025. Top holdings: IVV (18.5%), AAPL (4.7%), MSFT (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 129 new positions, 154 exits, 1117 increased. Top move: AVGO (INCREASED, conviction 50). Portfolio: $20.0B across 2981 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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