NISA INVESTMENT ADVISORS, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,040 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 7.7M | $4.8B | 21.4% | $587.64 | +4.39% | 3 qtrssince 2024-Q4 | Increased 72 |
NVIDIA CORP | 7M | $1.1B | 5.0% | $116.27 | +35.66% | 26 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $1.1B | 4.8% | $145.20 | +240.37% | 26 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 4.4M | $905.3M | 4.1% | $172.34 | +18.47% | 14 qtrssince 2022-Q1 | Increased 60 |
META PLATFORMS INC-CLASS A | 629,120 | $464.3M | 2.1% | $325.18 | +125.27% | 26 qtrssince 2019-Q1 | Increased 55 |
AMAZON.COM INC | 2M | $438.7M | 2.0% | $115.52 | +93.29% | 14 qtrssince 2022-Q1 | Increased 49 |
ISHARES TR | 4M | $395.6M | 1.8% | $96.25 | +1.14% | 1 qtr | New 71 |
BROADCOM INC | 1.4M | $387.2M | 1.7% | $167.95 | +62.94% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.8M | $309.9M | 1.4% | $107.22 | +66.25% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 935,524 | $271.2M | 1.2% | $93.40 | +203.07% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.5M | $260.5M | 1.2% | $124.93 | +42.47% | 26 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 146,473 | $196.1M | 0.9% | $38.87 | +240.42% | 26 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 580,755 | $184.5M | 0.8% | $246.61 | +31.23% | 26 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 508,846 | $180.7M | 0.8% | $174.39 | +101.62% | 26 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 223,357 | $174.1M | 0.8% | $234.77 | +229.23% | 26 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 697,163 | $162.4M | 0.7% | $192.53 | +10.79% | 26 qtrssince 2019-Q1 | Increased 63 |
MASTERCARD INC - A | 281,766 | $158.3M | 0.7% | $285.33 | +92.07% | 26 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 2.9M | $137.4M | 0.6% | $38.32 | +20.87% | 14 qtrssince 2022-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 281,784 | $136.9M | 0.6% | $375.31 | +29.41% | 14 qtrssince 2022-Q1 | Increased 43 |
COSTCO WHOLESALE CORP | 129,070 | $127.8M | 0.6% | $422.11 | +132.84% | 26 qtrssince 2019-Q1 | Increased 44 |
NISA INVESTMENT ADVISORS, LLC manages $22.2B across 3040 positions as of Q2 2025. Top holdings: IVV (21.4%), NVDA (5.0%), MSFT (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 156 new positions, 97 exits, 1317 increased. Top move: IVV (INCREASED, conviction 72). Portfolio: $22.2B across 3040 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