New York Life Investment Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$11.82B
Q ending 2026-03-31
Prior quarter
$11.60B
Q ending 2025-12-31
Change
+1.9% QoQ · +20.4% YoY
Positions
781
reported holdings
Largest positions
Top 100 of 781 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $618.8M | 3.5M |
| Apple Inc | AAPL | Shares | $573.9M | 2.3M |
| Microsoft Corp | MSFT | Shares | $415.7M | 1.1M |
| Amazon Com Inc | AMZN | Shares | $306.2M | 1.5M |
| New York Life Investments Et | IQSM | Shares | $271.2M | 7.8M |
| New York Life Invts Active E | CPLB | Shares | $270.3M | 12.9M |
| Alphabet Inc | GOOGL | Shares | $266.2M | 926K |
| New York Life Investments Et | IQSU | Shares | $251.8M | 4.9M |
| Broadcom Inc | AVGO | Shares | $213.9M | 691K |
| New York Life Investments Et | LRND | Shares | $201.5M | 5.4M |
| Alphabet Inc | GOOG | Shares | $199.8M | 697K |
| Meta Platforms Inc | META | Shares | $182.9M | 320K |
| New York Life Investments Et | IQSI | Shares | $180.8M | 5.1M |
| Vanguard World Fd | MGC | Shares | $175.9M | 744K |
| Tesla Inc | TSLA | Shares | $156.0M | 420K |
| Ishares Tr | FLOT | Shares | $155.2M | 3.0M |
| Vanguard Scottsdale Fds | VGSH | Shares | $133.7M | 2.3M |
| New York Life Invts Active E | SECR | Shares | $122.6M | 4.8M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $121.6M | 254K |
| New York Life Invts Active E | IQHI | Shares | $111.0M | 4.3M |
| Eli Lilly & Co | LLY | Shares | $110.4M | 120K |
| Jpmorgan Chase & Co | JPM | Shares | $110.2M | 375K |
| New York Life Investments Et | HFXI | Shares | $104.6M | 3.1M |
| New York Life Invts Active E | IWLG | Shares | $99.8M | 2.1M |
| Exxon Mobil Corp | XOM | Shares | $98.4M | 580K |
| Ishares Tr | IEFA | Shares | $93.3M | 1.0M |
| Johnson & Johnson | JNJ | Shares | $81.8M | 335K |
| Walmart Inc | WMT | Shares | $75.7M | 609K |
| Visa Inc | V | Shares | $75.6M | 250K |
| Vanguard Tax-Managed Fds | VEA | Shares | $73.0M | 1.1M |
| Ishares Tr | AGG | Shares | $70.7M | 712K |
| Franklin Templeton Etf Tr | FLBL | Shares | $62.0M | 2.7M |
| Costco Wholesale Corporation | COST | Shares | $61.5M | 62K |
| Mastercard Incorporated | MA | Shares | $60.5M | 121K |
| Micron Technology Inc | MU | Shares | $56.9M | 169K |
| Netflix Inc. | NFLX | Shares | $56.4M | 587K |
| Chevron Corporation | CVX | Shares | $53.9M | 260K |
| Abbvie Inc | ABBV | Shares | $53.4M | 245K |
| Schwab Strategic Tr | SCHA | Shares | $51.5M | 1.8M |
| Vanguard Index Fds | VO | Shares | $50.8M | 177K |
| Procter & Gamble Co | PG | Shares | $50.0M | 346K |
| Advanced Micro Devices Inc | AMD | Shares | $49.5M | 243K |
| Ishares Tr | IJR | Shares | $49.1M | 395K |
| Cisco Sys Inc | CSCO | Shares | $48.8M | 629K |
| Home Depot Inc | HD | Shares | $48.7M | 148K |
| Bank America Corp | BAC | Shares | $48.0M | 985K |
| Spdr Series Trust | FLRN | Shares | $46.7M | 1.5M |
| Palantir Technologies Inc | PLTR | Shares | $46.4M | 317K |
| Caterpillar Inc | CAT | Shares | $45.8M | 65K |
| Ishares Inc | EMXC | Shares | $45.1M | 573K |
| Ge Aerospace | GE | Shares | $44.3M | 156K |
| Applied Matls Inc | AMAT | Shares | $43.4M | 127K |
| Lam Research Corp | LRCX | Shares | $42.8M | 200K |
| Merck & Co Inc | MRK | Shares | $41.5M | 345K |
| Coca Cola Co | KO | Shares | $40.9M | 538K |
| New York Life Invts Active E | IWFG | Shares | $39.9M | 860K |
| Philip Morris Intl Inc | PM | Shares | $39.6M | 239K |
| Ishares Tr | MTUM | Shares | $37.2M | 155K |
| Rtx Corporation | RTX | Shares | $36.0M | 186K |
| Pepsico Inc | PEP | Shares | $35.3M | 227K |
| Goldman Sachs Group Inc | GS | Shares | $35.2M | 42K |
| Ge Vernova Inc | GEV | Shares | $35.2M | 40K |
| Ishares Tr | USHY | Shares | $35.1M | 952K |
| Oracle Corp | ORCL | Shares | $34.7M | 236K |
| Spdr Series Trust | CWB | Shares | $34.3M | 374K |
| Wells Fargo & Co | WFC | Shares | $34.2M | 430K |
| Unitedhealth Group Inc | UNH | Shares | $34.0M | 126K |
| Mcdonalds Corp | MCD | Shares | $32.9M | 106K |
| International Business Machs | IBM | Shares | $32.1M | 132K |
| Verizon Communications Inc | VZ | Shares | $31.5M | 628K |
| Intel Corp | INTC | Shares | $30.9M | 699K |
| Ishares Tr | GVI | Shares | $30.6M | 286K |
| At&T Inc | T | Shares | $30.2M | 1.0M |
| Ishares Tr | ICVT | Shares | $30.2M | 296K |
| Kla Corp | KLAC | Shares | $28.9M | 20K |
| Nextera Energy Inc | NEE | Shares | $28.8M | 310K |
| Citigroup Inc | C | Shares | $28.1M | 247K |
| Morgan Stanley | MS | Shares | $28.0M | 170K |
| New York Life Investments Et | MNA | Shares | $27.9M | 767K |
| Thermo Fisher Scientific Inc | TMO | Shares | $27.5M | 56K |
| Tjx Cos Inc New | TJX | Shares | $26.4M | 165K |
| Amgen Inc | AMGN | Shares | $26.3M | 75K |
| Texas Instrs Inc | TXN | Shares | $26.3M | 135K |
| Salesforce Inc | CRM | Shares | $25.9M | 139K |
| J P Morgan Exchange Traded F | JEPI | Shares | $25.9M | 457K |
| Gilead Sciences Inc | GILD | Shares | $25.8M | 185K |
| Disney Walt Co | DIS | Shares | $25.4M | 264K |
| Vanguard Mun Bd Fds | VTEB | Shares | $25.4M | 509K |
| New York Life Invts Active E | MMMA | Shares | $24.9M | 995K |
| Ishares Inc | IEMG | Shares | $24.8M | 356K |
| Abbott Laboratories | ABT | Shares | $24.8M | 241K |
| Ishares Tr | MUB | Shares | $24.8M | 233K |
| Intuitive Surgical Inc | ISRG | Shares | $24.4M | 53K |
| Global X Fds | PFFD | Shares | $24.4M | 1.3M |
| Ishares Tr | IJH | Shares | $24.4M | 361K |
| American Express Co | AXP | Shares | $24.2M | 80K |
| Schwab Charles Corp | SCHW | Shares | $23.3M | 248K |
| Vanguard Scottsdale Fds | VGIT | Shares | $23.2M | 389K |
| Analog Devices Inc | ADI | Shares | $23.2M | 73K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $22.7M | 1.1M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.