Institutional manager
New York Life Investment Management LLC
Holds positions in 460 of the S&P 500, worth $8.07bn as reported for the quarter ended 31-mar-2026.
Positions held460of 488 index companies covered
Reported value$8.07bnS&P 500 positions only
Top ten weight39%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 460 held. The rest are smaller than every one of these.
NvidiaNVDA3.5m$619mInformation TechnologyApple Inc.AAPL2.3m$574mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.6m$466mCommunication ServicesMicrosoftMSFT1.1m$416mInformation TechnologyAmazonAMZN1.5m$306mConsumer DiscretionaryBroadcomAVGO691,081$214mInformation TechnologyMeta PlatformsMETA319,708$183mCommunication ServicesTesla, Inc.TSLA419,682$156mConsumer DiscretionaryBerkshire HathawayBRK.B253,832$122mFinancialsLilly (Eli)LLY120,075$110mHealth CareJPMorgan ChaseJPM374,636$110mFinancialsExxonMobilXOM580,275$98mEnergyJohnson & JohnsonJNJ334,621$82mHealth CareWalmartWMT609,027$76mConsumer StaplesVisa Inc.V250,113$76mFinancialsState Street CorporationSTT810,641$70mFinancialsCostcoCOST61,672$61mConsumer StaplesMastercardMA120,984$60mFinancialsMicron TechnologyMU168,507$57mInformation TechnologyNetflixNFLX586,541$56mCommunication ServicesChevron CorporationCVX260,422$54mEnergyAbbVieABBV245,493$53mHealth CareProcter & GamblePG346,425$50mConsumer StaplesAdvanced Micro DevicesAMD243,473$50mInformation TechnologyCiscoCSCO629,191$49mInformation TechnologyHome Depot (The)HD148,142$49mConsumer DiscretionaryBank of AmericaBAC985,302$48mFinancialsPalantir TechnologiesPLTR317,329$46mInformation TechnologyCaterpillar Inc.CAT64,619$46mIndustrialsGE AerospaceGE156,269$44mIndustrialsApplied MaterialsAMAT127,022$43mInformation TechnologyLam ResearchLRCX200,246$43mInformation TechnologyMerck & Co.MRK344,750$41mHealth CareCoca-Cola Company (The)KO537,521$41mConsumer StaplesPhilip Morris InternationalPM239,407$40mConsumer StaplesRTX CorporationRTX186,379$36mIndustrialsPepsiCoPEP227,031$35mConsumer StaplesGoldman SachsGS41,661$35mFinancialsGE VernovaGEV40,298$35mIndustrialsOracle CorporationORCL236,152$35mInformation TechnologyWells FargoWFC429,952$34mFinancialsUnitedHealth GroupUNH125,818$34mHealth CareMcDonald'sMCD106,010$33mConsumer DiscretionaryIBMIBM132,308$32mInformation TechnologyVerizonVZ627,666$32mCommunication ServicesIntelINTC699,232$31mInformation TechnologyAT&TT1.0m$30mCommunication ServicesKLA CorporationKLAC19,629$29mInformation TechnologyNextEra EnergyNEE310,135$29mUtilitiesCitigroupC247,349$28mFinancialsMorgan StanleyMS170,147$28mFinancialsThermo Fisher ScientificTMO55,871$27mHealth CareTJX CompaniesTJX165,421$26mConsumer DiscretionaryAmgenAMGN74,823$26mHealth CareTexas InstrumentsTXN135,447$26mInformation TechnologySalesforceCRM138,949$26mInformation TechnologyGilead SciencesGILD185,175$26mHealth CareWalt Disney Company (The)DIS263,832$25mCommunication ServicesAbbott LaboratoriesABT241,496$25mHealth CareIntuitive SurgicalISRG52,913$24mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.