NISA INVESTMENT ADVISORS, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,959 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 4.3M | $1B | 6.0% | $170.93 | +35.18% | 11 qtrssince 2022-Q1 | Decreased 0 |
NVIDIA CORP | 8.1M | $983.3M | 5.8% | $114.27 | +6.21% | 23 qtrssince 2019-Q1 | Increased 65 |
MICROSOFT CORP | 2.3M | $970.6M | 5.7% | $129.04 | +228.60% | 23 qtrssince 2019-Q1 | Increased 63 |
META PLATFORMS INC-CLASS A | 782,081 | $447.7M | 2.6% | $316.73 | +78.42% | 23 qtrssince 2019-Q1 | Increased 70 |
AMAZON.COM INC | 1.9M | $362.6M | 2.1% | $112.95 | +66.41% | 11 qtrssince 2022-Q1 | Increased 53 |
ALPHABET INC-CL C | 2M | $340M | 2.0% | $108.25 | +51.93% | 23 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC-CL A | 1.8M | $294.4M | 1.7% | $95.35 | +71.07% | 23 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.2M | $213.6M | 1.3% | $158.30 | +7.31% | 23 qtrssince 2019-Q1 | Increased 78 |
ELI LILLY & CO | 234,334 | $207.6M | 1.2% | $171.65 | +409.00% | 23 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 964,358 | $203.3M | 1.2% | $93.40 | +118.37% | 23 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 285,169 | $166.7M | 1.0% | $274.82 | +105.84% | 23 qtrssince 2019-Q1 | Increased 46 |
TESLA INC | 571,269 | $149.5M | 0.9% | $240.95 | +8.10% | 23 qtrssince 2019-Q1 | Increased 44 |
MASTERCARD INC - A | 283,619 | $140.1M | 0.8% | $280.15 | +74.70% | 23 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.2M | $138.8M | 0.8% | $61.57 | +78.80% | 23 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 3M | $136.6M | 0.8% | $38.08 | +6.76% | 23 qtrssince 2019-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 477,707 | $131.3M | 0.8% | $164.26 | +64.90% | 23 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 787,466 | $127.6M | 0.8% | $126.64 | +22.67% | 23 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 305,383 | $123.7M | 0.7% | $181.51 | +113.63% | 23 qtrssince 2019-Q1 | Increased 43 |
BERKSHIRE HATHAWAY INC-CL B | 266,833 | $122.8M | 0.7% | $351.99 | +29.97% | 11 qtrssince 2022-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 670,800 | $116.2M | 0.7% | $95.40 | +72.02% | 23 qtrssince 2019-Q1 | Decreased 0 |
NISA INVESTMENT ADVISORS, LLC manages $16.9B across 2959 positions as of Q3 2024. Top holdings: AAPL (6.0%), NVDA (5.8%), MSFT (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 166 new positions, 145 exits, 1160 increased. Top move: AVGO (INCREASED, conviction 78). Portfolio: $16.9B across 2959 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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