NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC — 13F Holdings & Portfolio

CIK 1629649 · latest 13F-HR filed 2026-08-12

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC manages $8.53B in 13F-reported U.S. long-equity assets across 880 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EFA (12.69%), IVV (12.34%), IJR (8.72%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 16, added to 478, and trimmed 191.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
720 EAST WISCONSIN AVENUE
MILWAUKEE, WI 53202
Phone
(414) 665-1444
Filing Manager
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
MILWAUKEE, WI
Signatory
JOHN E BENTLEY
President
Loading holdings…
AUM

$8.53B

Long-equity book

Holdings

880

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+22 / −16 / ↑478 / ↓191

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$291.2M +1009.6%
  • ISHARES TR$269.3M +34.4%
  • ISHARES TR$251.0M +512.9%
  • VANGUARD INDEX FDS$202.0M +61.7%
  • ISHARES TR$122.0M +32.5%
Show all 478

Top Trims

  • CASEYS GEN STORES INC-$5.1M -84.4%
  • EXXON MOBIL CORP-$4.5M -19.9%
  • NETFLIX INC.-$3.4M -25.8%
  • ISHARES TR-$2.8M -6.3%
  • CHEVRON CORPORATION-$2.5M -19.8%
Show all 191

New Positions

  • ISHARES TR$251.8M
  • SPDR SERIES TRUST$50.1M
  • ISHARES TR$12.9M
  • MARVELL TECHNOLOGY INC$8.4M
  • HONEYWELL INTL INC$4.5M
Show all 22

Exited Positions

  • ISHARES TR$90.8M
  • HONEYWELL INTL INC$4.6M
  • TOPBUILD COR$2.2M
  • MASIMO CORP$1.8M
  • CARNIVAL CORP$952.4K
Show all 16
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR EFA 464287465 $1.08B 12.69% 10,419,892 SH
2 ISHARES TR IVV 464287200 $1.05B 12.34% 1,405,896 SH
3 ISHARES TR IJR 464287804 $743.7M 8.72% 5,014,613 SH
4 ISHARES TR IJH 464287507 $656.8M 7.70% 8,517,640 SH
5 VANGUARD INDEX FDS VOO 922908363 $529.3M 6.21% 770,657 SH
6 ISHARES TR LQD 464287242 $497.3M 5.83% 4,559,454 SH
7 ISHARES TR USHY 46435U853 $320.1M 3.75% 8,646,000 SH
8 ISHARES TR HYG 464288513 $299.9M 3.52% 3,750,000 SH
9 ISHARES TR TLT 464287432 $251.8M 2.95% 2,913,600 SH
10 NVIDIA CORPORATION NVDA 67066G104 $155.4M 1.82% 776,551 SH
11 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $149.0M 1.75% 1,980,590 SH
12 APPLE INC AAPL 037833100 $136.3M 1.60% 470,900 SH
13 MICROSOFT CORP MSFT 594918104 $88.8M 1.04% 238,168 SH
14 AMAZON COM INC AMZN 023135106 $74.8M 0.88% 313,851 SH
15 ALPHABET INC GOOGL 02079K305 $67.2M 0.79% 187,999 SH
16 BROADCOM INC AVGO 11135F101 $57.3M 0.67% 151,801 SH
17 ALPHABET INC GOOG 02079K107 $53.5M 0.63% 151,537 SH
18 SPDR SERIES TRUST JNK 78468R622 $50.1M 0.59% 520,000 SH
19 MICRON TECHNOLOGY INC MU 595112103 $41.7M 0.49% 36,157 SH
20 ISHARES TR AGG 464287226 $40.7M 0.48% 411,464 SH
21 META PLATFORMS INC META 30303M102 $39.7M 0.46% 70,408 SH
22 PIMCO ETF TR MINT 72201R833 $39.6M 0.46% 392,414 SH
23 TESLA INC TSLA 88160R101 $38.0M 0.45% 90,265 SH
24 ELI LILLY & CO LLY 532457108 $30.4M 0.36% 25,362 SH
25 ADVANCED MICRO DEVICES INC AMD 007903107 $30.4M 0.36% 52,280 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $29.4M 0.34% 58,780 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $28.1M 0.33% 85,910 SH
28 INTEL CORP INTC 458140100 $21.2M 0.25% 151,473 SH
29 JOHNSON & JOHNSON JNJ 478160104 $19.6M 0.23% 77,179 SH
30 APPLIED MATLS INC AMAT 038222105 $18.4M 0.22% 25,445 SH
31 VISA INC V 92826C839 $18.3M 0.21% 53,213 SH
32 EXXON MOBIL CORP XOM 30231G102 $18.2M 0.21% 132,895 SH
33 LAM RESEARCH CORP LRCX 512807306 $17.4M 0.20% 40,096 SH
34 WALMART INC WMT 931142103 $15.9M 0.19% 140,559 SH
35 CATERPILLAR INC CAT 149123101 $15.7M 0.18% 14,768 SH
36 CISCO SYS INC CSCO 17275R102 $14.9M 0.17% 126,640 SH
37 ABBVIE INC ABBV 00287Y109 $14.3M 0.17% 56,647 SH
38 COSTCO WHOLESALE CORPORATION COST 22160K105 $13.3M 0.16% 14,224 SH
39 MASTERCARD INCORPORATED MA 57636Q104 $13.3M 0.16% 25,871 SH
40 ISHARES TR IGLB 464289511 $12.9M 0.15% 258,000 SH
41 KLA CORP KLAC 482480100 $12.6M 0.15% 41,881 SH
42 GE AEROSPACE GE 369604301 $12.5M 0.15% 33,452 SH
43 UNITEDHEALTH GROUP INC UNH 91324P102 $12.1M 0.14% 29,117 SH
44 BANK OF AMER CORP BAC 060505104 $11.9M 0.14% 209,326 SH
45 HOME DEPOT INC HD 437076102 $11.3M 0.13% 31,935 SH
46 PROCTER & GAMBLE CO PG 742718109 $10.9M 0.13% 74,658 SH
47 SANDISK CORP SNDK 80004C200 $10.8M 0.13% 4,747 SH
48 MERCK & CO INC MRK 58933Y105 $10.2M 0.12% 79,187 SH
49 GE VERNOVA INC GEV 36828A101 $10.1M 0.12% 8,615 SH
50 COCA COLA CO KO 191216100 $10.1M 0.12% 124,151 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $8.53B 880 0001629649-26-000004
2026-03-31 2026-05-08 $6.60B 874 0001629649-26-000002
2025-12-31 2026-02-05 $8.57B 877 0001629649-26-000001