Nuveen, LLC — 13F Holdings & Portfolio

CIK 1871926 · latest 13F-HR filed 2026-04-30

Nuveen, LLC manages $369.27B in 13F-reported U.S. long-equity assets across 7,665 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (3.79%), AAPL (2.95%), MSFT (2.50%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 74 new positions, exited 100, added to 1,289, and trimmed 1,360.

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.

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AUM

$369.27B

Long-equity book

Holdings

7,665

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+74 / −100 / ↑1289 / ↓1360

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • COSTCO WHOLESALE CORPORATION$1.19B +63.5%
  • EXXON MOBIL CORP$1.16B +48.5%
  • NUSHARES ETF TR$901.3M +35.5%
  • JOHNSON & JOHNSON$857.6M +39.1%
  • AMPHENOL CORP$603.9M +57.3%
Show all 1289

Top Trims

  • MICROSOFT CORP-$6.96B -29.9%
  • AMAZON COM INC-$1.71B -12.6%
  • BROADCOM INC-$1.49B -11.7%
  • META PLATFORMS INC-$1.09B -15.5%
  • SERVICENOW INC-$1.04B -71.4%
Show all 1360

New Positions

  • ASTRAZENECA PLC$1.31B
  • SUNBELT RENTALS HOLDINGS INC$155.6M
  • PIPER SANDLER COMPANIES$53.4M
  • AMCOR PLC$47.7M
  • SPDR SERIES TRUST$45.4M
Show all 74

Exited Positions

  • EXACT SCIENCES CORP$82.6M
  • PIPER SANDLER COMPANIES$57.8M
  • CYBERARK SOFTWARE LTD$53.0M
  • ASTRAZENECA PLC$49.9M
  • AMCOR PLC$49.4M
Show all 100
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 NVIDIA CORPORATION NVDA 67066G104 $13.99B 3.79% 80,242,042 SH
2 APPLE INC AAPL 037833100 $10.91B 2.95% 42,994,966 SH
3 MICROSOFT CORP MSFT 594918104 $9.23B 2.50% 24,932,404 SH
4 NVIDIA CORPORATION NVDA 67066G104 $9.02B 2.44% 51,740,247 SH
5 APPLE INC AAPL 037833100 $7.28B 1.97% 28,666,005 SH
6 AMAZON COM INC AMZN 023135106 $7.17B 1.94% 34,411,433 SH
7 BROADCOM INC AVGO 11135F101 $6.87B 1.86% 22,209,785 SH
8 MICROSOFT CORP MSFT 594918104 $5.56B 1.50% 15,007,289 SH
9 ALPHABET INC GOOG 02079K107 $4.98B 1.35% 17,369,923 SH
10 ALPHABET INC GOOGL 02079K305 $4.82B 1.31% 16,763,768 SH
11 AMAZON COM INC AMZN 023135106 $3.92B 1.06% 18,809,362 SH
12 ALPHABET INC GOOG 02079K107 $3.37B 0.91% 11,756,145 SH
13 BROADCOM INC AVGO 11135F101 $3.33B 0.90% 10,763,945 SH
14 ALPHABET INC GOOGL 02079K305 $3.26B 0.88% 11,349,936 SH
15 META PLATFORMS INC META 30303M102 $3.04B 0.82% 5,314,130 SH
16 ELI LILLY & CO LLY 532457108 $2.96B 0.80% 3,217,493 SH
17 NUSHARES ETF TR NXUS 67092P672 $2.81B 0.76% 113,393,491 SH
18 TESLA INC TSLA 88160R101 $2.70B 0.73% 7,265,077 SH
19 MASTERCARD INCORPORATED MA 57636Q104 $2.54B 0.69% 5,088,862 SH
20 META PLATFORMS INC META 30303M102 $2.44B 0.66% 4,256,585 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $2.16B 0.59% 7,353,417 SH
22 TESLA INC TSLA 88160R101 $2.05B 0.55% 5,507,580 SH
23 EXXON MOBIL CORP XOM 30231G102 $1.77B 0.48% 10,427,901 SH
24 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.74B 0.47% 1,745,311 SH
25 APPLE INC AAPL 037833100 $1.74B 0.47% 6,842,047 SH
26 ELI LILLY & CO LLY 532457108 $1.67B 0.45% 1,819,237 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $1.65B 0.45% 5,624,576 SH
28 JOHNSON & JOHNSON JNJ 478160104 $1.58B 0.43% 6,474,960 SH
29 MICROSOFT CORP MSFT 594918104 $1.55B 0.42% 4,182,277 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.46B 0.40% 3,054,328 SH
31 NVIDIA CORPORATION NVDA 67066G104 $1.43B 0.39% 8,200,954 SH
32 WALMART INC WMT 931142103 $1.42B 0.38% 11,418,533 SH
33 LAM RESEARCH CORP LRCX 512807306 $1.41B 0.38% 6,621,331 SH
34 EXXON MOBIL CORP XOM 30231G102 $1.38B 0.37% 8,121,000 SH
35 JOHNSON & JOHNSON JNJ 478160104 $1.29B 0.35% 5,280,849 SH
36 NETFLIX INC. NFLX 64110L106 $1.29B 0.35% 13,389,640 SH
37 NUSHARES ETF TR NHYB 67092P680 $1.27B 0.35% 51,739,640 SH
38 ISHARES TR LQD 464287242 $1.20B 0.32% 10,987,000 SH
39 ABBVIE INC ABBV 00287Y109 $1.17B 0.32% 5,391,410 SH
40 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.17B 0.32% 1,173,470 SH
41 HOME DEPOT INC HD 437076102 $1.16B 0.31% 3,529,774 SH
42 WALMART INC WMT 931142103 $1.15B 0.31% 9,252,795 SH
43 GE AEROSPACE GE 369604301 $1.15B 0.31% 4,036,722 SH
44 LINDE PLC LIN G54950103 $1.13B 0.31% 2,288,263 SH
45 APPLIED MATLS INC AMAT 038222105 $1.13B 0.31% 3,316,003 SH
46 MASTERCARD INCORPORATED MA 57636Q104 $1.13B 0.31% 2,264,944 SH
47 ARISTA NETWORKS INC ANET 040413205 $1.10B 0.30% 8,946,032 SH
48 VISA INC V 92826C839 $1.07B 0.29% 3,537,457 SH
49 WELLS FARGO & CO WFC 949746101 $1.07B 0.29% 13,426,144 SH
50 REGENERON PHARMACEUTICALS REGN 75886F107 $1.07B 0.29% 1,379,470 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $369.27B 7,665 0000930413-26-001390
2025-12-31 2026-02-12 $381.90B 7,671 0000930413-26-000405